疫情催生云计算需求，5G 为抗疫保驾护航。本周沪深300 指数下跌2.60%，申万通信板块下跌0.33%，排名行业第6 位，日均成交额265.58 亿元，环比上升9.62%。日前，中国信通院发布《5G 安全报告》；2020 年Q1 手机市场受疫情影响下滑；“小汤山模式”开枝散叶，中兴通讯网络建设为其保驾护航。

1、行业热点事件及点评 ..................................................................................................... 3

1.1 政策监管：中国信通院发布《5G 安全报告》........................................................... 3

1.2 通信设备：2020 年Q1 手机市场受疫情影响下滑..................................................... 3

1.3 共抗疫情：“小汤山模式”开枝散叶，网络建设保驾护航 .................................... 3

2、通信板块周行情回顾 ..................................................................................................... 4

2.1 通信板块周涨跌情况 ................................................................................................... 4

2.2 子版块周涨跌情况 ....................................................................................................... 4

2.3 通信板块估值情况 ....................................................................................................... 5

2.4 通信板块周成交额情况 ............................................................................................... 5

2.5 个股周涨跌情况 ........................................................................................................... 6

2.6 重点跟踪个股行情 ....................................................................................................... 6

3、通信板块公司情况和重要动态（公告） ..................................................................... 7

3.1 关联交易 ....................................................................................................................... 7

3.2 股东增减持 ................................................................................................................... 7

3.3 大宗交易 ....................................................................................................................... 7

3.4 限售解禁 ....................................................................................................................... 8

3.5 其他 ............................................................................................................................... 8

4、投资建议 ......................................................................................................................... 9

5、风险提示 ......................................................................................................................... 9