【国金证券】通信板块24年总结：板块稳健发展，建议关注运营商、交换机板块-250503（24页）.pdf

1、张真桢2025年5月3日1通信板块行情回顾通信板块行情回顾23数据来源：Wind，国金证券研究所-20-15-10-5051015202025-01-022025-01-072025-01-102025-01-152025-01-202025-01-232025-02-052025-02-102025-02-132025-02-182025-02-212025-02-262025-03-032025-03-062025-03-112025-03-142025-03-192025-03-242025-03-272025-04-012025-04-072025-04-102025-04-15202

2、5-04-182025-04-232025-04-28沪深300累计涨跌幅SW通信累计涨跌幅(20)(15)(10)(5)05104数据来源：Wind，国金证券研究所01,0002,0003,0004,0005,0006,0000204060801001202015-05-082015-08-212015-12-042016-03-252016-07-082016-10-282017-02-102017-05-262017-09-082017-12-292018-04-132018-07-272018-11-162019-03-082019-06-212019-09-302020-01-172

3、020-05-082020-08-212020-12-042021-03-192021-07-022021-10-152022-01-282022-05-202022-09-022022-12-232023-04-142023-07-282023-11-172024-03-082024-06-212024-09-302025-01-172025-04-30分位点指数点位05001,0001,5002,0002,5003,0003,5004,0002022-05-062022-06-102022-07-152022-08-192022-09-232022-11-042022-12-092023-

4、01-132023-02-242023-03-312023-05-052023-06-092023-07-142023-08-182023-09-222023-11-032023-12-082024-01-122024-02-232024-03-292024-04-302024-06-072024-07-122024-08-162024-09-202024-10-252024-11-292025-01-032025-02-072025-03-142025-04-18收盘价24.10 x27.03x29.96x32.89x35.82x5数据来源：Wind，国金证券研究所序号代码名称持有基金数 持

5、股总量(万股)季报持仓变动(万股)持股占流通股比(%)持股总市值(万元)持股市值占基金股票投资市值比(%)1600941.SH中国移动4176,847.46-1,401.717.59735,143.650.10622300502.SZ新易盛28612,263.49-5,646.4219.461,203,293.550.173830941.HK中国移动25417,697.88-1,997.280.821,369,323.260.19784300308.SZ中际旭创20110,507.00-7,748.899.561,036,410.880.14975601728.SH中国电信19546,451.

6、948,980.850.60364,647.720.05276000063.SZ中兴通讯15314,365.23-12,313.003.57491,578.070.07107600522.SH中天科技13022,694.334,160.226.65330,429.410.04778300442.SZ润泽科技1133,971.901,709.277.17226,954.420.03289600487.SH亨通光电10913,536.94-6,920.315.54225,254.670.032510600050.SH中国联通9222,307.335,075.050.73124,028.760.01