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中原证券
CENTRAL CHINA SECURITIES
通信
位个股分别为中天科技、中际旭创、新易盛、普天科技、中国移动、中国联通、华测导航、中兴通讯、亿联网络、烽火通信。
图 6：通信行业北向资金持仓情况
— 北向资金通信行业持股市值占流通市值比 (%)
— 北向资金通信行业配置比例 (%)
Line chart showing the trend of Northbound funds' holdings in the communication industry from January 2022 to August 2023. The Y-axis ranges from 1% to 3%. The blue line represents the proportion of Northbound funds' holding market value in the communication industry relative to the float market value (%), and the red line represents the allocation proportion of Northbound funds in the communication industry (%). The blue line shows an upward trend, especially in 2023, reaching its peak around August 2023 above 2.5%. The red line shows a dip in late 2022/early 2023 followed by a recovery.
资料来源：iFind，中原证券
表 3：北向资金通信行业持股占流通 A 股比例（%）前 10 情况
| 8 月排名 | 证券简称 | 占比 (%) | 7 月排名 | 证券简称 | 占比 (%) |
|---|---|---|---|---|---|
| 1 | 中天科技 | 8.37% | 1 | 中天科技 | 8.43% |
| 2 | 中际旭创 | 5.07% | 2 | 中际旭创 | 4.43% |
| 3 | 新易盛 | 4.59% | 3 | 烽火通信 | 4.36% |
| 4 | 普天科技 | 4.02% | 4 | 中国联通 | 4.24% |
| 5 | 中国移动 | 3.84% | 5 | 新易盛 | 4.15% |
| 6 | 中国联通 | 3.68% | 6 | 中兴通讯 | 3.82% |
| 7 | 华测导航 | 3.58% | 7 | 华测导航 | 3.60% |
| 8 | 中兴通讯 | 3.50% | 8 | 天孚通信 | 3.52% |
| 9 | 亿联网络 | 3.03% | 9 | 普天科技 | 3.41% |
| 10 | 烽火通信 | 2.87% | 10 | 中国移动 | 3.32% |
资料来源：iFind，中原证券
2. 行业跟踪
2.1. 国内电信行业跟踪
2023年1-7月，通信行业整体运行良好。电信业务收入和业务总量平稳增长，云计算等新兴业务持续发挥拉动作用；5G、千兆光网、物联网等新型基础设施建设稳步推进，网络连接用户规模持续扩大。
电信业务收入平稳增长，电信业务总量持续较好增势。2023年1-7月，电信主营业务收入累计实现10056亿元，同比增长6.2%，按上年不变价计算，电信业务总量同比增长16.8%。（工信部）
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