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中国铁塔(00788.HK):今年资本开支预算280亿元人民币 现时复工率已逾90%
阿思达克 03-18 15:41
中国铁塔(00788.HK)董事长佟吉禄在业绩发布电话会议中指出,新型冠状病毒爆发有带来影响,而公司作为移动基建的建设者及营运者,认为疫情防控十分重要,现时复工率已逾90%。在建设方面他透露有受到一定影响,例如是小区施工的工作有遇到困难,但营运商及政府部门均很重视5G建设,公司亦会力争赶回进度,故目前未发现疫情有带来很大影响。

总会计师高春雷指出,公司今年资本开支预算280亿元人民币(下同),当中有约170亿元将用於5G投资,强调仍会按市场发展及公司整体策略作调整。而在派息方面,公司去年派息比率提升至60%,佟吉禄指出上市时已向资本市场承诺派息比率将不少於50%,此外公司亦会基於盈利、现金流及建设需求等作统筹考虑,今後亦会按相关原则决定派息,至於会否考虑派中期息则届时会再作决定。

佟吉禄指出三家营运商均为公司主要客户及股东,认为联通及电信共建共享5G网络有利行业降本增效,亦有利网络规模发展,短期来看铁塔租户或会减少,但坚信两家公司合作建设的总量一定比单独建设时高,长远而言对行业发展是好事。另外他又透露公司与广电现时有些接触,针对广电未来战略发展计划亦有深入的了解和沟通。

在共享率方面,塔类站均租户数从2018年底的1.55提升到1.62,佟吉禄指出上市时预估到2022年共享率可提升至1.72,而公司亦有信心可以完成。(el/a) ~

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