中国铁塔(00788.HK)料全年5G基站需求可达10万维持全年资本开支300亿人币内
中国铁塔(00788.HK)总经理顾晓敏出席业绩发布会时指出,随着牌照发放,5G建设已全面展开,公司有帮助营运商在全国多个城市展开5G建造,争取政策及资源支持,而全国多个政府已明确由中国铁塔统筹5G站址规划。他表示截至6月底接到6.5万个5G基站建设需求,今年主要为现有铁塔基站改造,在收费方面由於不会双重收费,所以若原站上加设一个系统则会按0.1个产品单元收费,多建一个平台则按0.3个产品单元收费。董事长佟吉禄估计全年5G基站建设需求可达10万左右,随着项目陆续交付,预期5G收入亦会逐步增长。
公司上半年资本开支为89.06亿元人民币(下同),而早前订下的全年资本开支指引为300亿元,佟吉禄预期全年资本开支应维持在300亿元以内,而取用资本开支的原则是要以满足三间营运商的需求为前提,节奏及进度主要取决於营运商的部署安排。他又指,即使5G需求增加,公司亦会尽量透过资源共享等形式尽量减少新建,即使新建项目亦希望有改变,不仅兴建传统高塔,而是以满足需求、覆盖的模式建造。
顾晓敏又补充,上半年租户增长速度符合预期,估计下半年塔类租户增速不低於上半年。
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