中國鐵塔(00788.HK):今年資本開支預算280億元人民幣 現時復工率已逾90%
中國鐵塔(00788.HK)董事長佟吉祿在業績發布電話會議中指出,新型冠狀病毒爆發有帶來影響,而公司作為移動基建的建設者及營運者,認為疫情防控十分重要,現時復工率已逾90%。在建設方面他透露有受到一定影響,例如是小區施工的工作有遇到困難,但營運商及政府部門均很重視5G建設,公司亦會力爭趕回進度,故目前未發現疫情有帶來很大影響。
總會計師高春雷指出,公司今年資本開支預算280億元人民幣(下同),當中有約170億元將用於5G投資,強調仍會按市場發展及公司整體策略作調整。而在派息方面,公司去年派息比率提升至60%,佟吉祿指出上市時已向資本市場承諾派息比率將不少於50%,此外公司亦會基於盈利、現金流及建設需求等作統籌考慮,今後亦會按相關原則決定派息,至於會否考慮派中期息則屆時會再作決定。
佟吉祿指出三家營運商均為公司主要客戶及股東,認為聯通及電信共建共享5G網絡有利行業降本增效,亦有利網絡規模發展,短期來看鐵塔租戶或會減少,但堅信兩家公司合作建設的總量一定比單獨建設時高,長遠而言對行業發展是好事。另外他又透露公司與廣電現時有些接觸,針對廣電未來戰略發展計劃亦有深入的了解和溝通。
在共享率方面,塔類站均租戶數從2018年底的1.55提升到1.62,佟吉祿指出上市時預估到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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