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鐵塔(00788.HK):營運商5G建設需求增 料資本開支與上半年一致
阿思達克 08-11 15:48
中國鐵塔(00788.HK)董事長佟吉祿出席業績電話會議時表示,上半年鐵塔的5G應交付需求完工率達108%,而營運商對5G建設都很積極,需求亦正在增加,認為5G的基站數量一定很快會超過4G基站。他強調公司上半年在疫情下仍能有此成績,意味鐵塔有能力百分百承接並完成營運商的各項建設需求。展望未來他期望收入保持穩健增長,而利潤增長高於收入增長,在盈利能力方面料EBITDA規模將繼續擴大,而EBITDA率則保持穩健。

他補充,有注意到中美關係緊張的情況,目前認為影響較細,加前整體建設需求正常,未來會按國家導向繼續滿足營運商的5G建設需求。

針對聯通(00762.HK)及電信(00728.HK)合作,佟吉祿指鐵塔公司成立就是為了推動共享發展,為行業降本增效,認為共建共享對行業屬利好,會繼續關注及支持,相信兩家公司合建5G網絡一定比自行組網更好,至於廣電及中移動(00941.HK)目前未見到合建或合作的方式,未來會繼續密切關注,相信廣電所擁有的黃金頻段適合較廣的覆蓋,料有一定優勢。

上半年集團資本開支約143億元人民幣(下同),總會計師高春雷指出年初披露全年資本開支指引約為280億元,現時支出符合預算指引,並能滿足到營運商對5G基建所需的投資,料如無特別情況,下半年的資本開支水平將與上半年保持一致。(el/u) ~

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