中國鐵塔(00788.HK)料全年5G基站需求可達10萬維持全年資本開支300億人幣內
中國鐵塔(00788.HK)總經理顧曉敏出席業績發布會時指出,隨著牌照發放,5G建設已全面展開,公司有幫助營運商在全國多個城市展開5G建造,爭取政策及資源支持,而全國多個政府已明確由中國鐵塔統籌5G站址規劃。他表示截至6月底接到6.5萬個5G基站建設需求,今年主要為現有鐵塔基站改造,在收費方面由於不會雙重收費,所以若原站上加設一個系統則會按0.1個產品單元收費,多建一個平台則按0.3個產品單元收費。董事長佟吉祿估計全年5G基站建設需求可達10萬左右,隨著項目陸續交付,預期5G收入亦會逐步增長。
公司上半年資本開支為89.06億元人民幣(下同),而早前訂下的全年資本開支指引為300億元,佟吉祿預期全年資本開支應維持在300億元以內,而取用資本開支的原則是要以滿足三間營運商的需求為前提,節奏及進度主要取決於營運商的部署安排。他又指,即使5G需求增加,公司亦會盡量透過資源共享等形式盡量減少新建,即使新建項目亦希望有改變,不僅興建傳統高塔,而是以滿足需求、覆蓋的模式建造。
顧曉敏又補充,上半年租戶增長速度符合預期,估計下半年塔類租戶增速不低於上半年。
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