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铁塔(00788.HK):营运商5G建设需求增 料资本开支与上半年一致
阿思达克 08-11 15:48
中国铁塔(00788.HK)董事长佟吉禄出席业绩电话会议时表示,上半年铁塔的5G应交付需求完工率达108%,而营运商对5G建设都很积极,需求亦正在增加,认为5G的基站数量一定很快会超过4G基站。他强调公司上半年在疫情下仍能有此成绩,意味铁塔有能力百分百承接并完成营运商的各项建设需求。展望未来他期望收入保持稳健增长,而利润增长高於收入增长,在盈利能力方面料EBITDA规模将继续扩大,而EBITDA率则保持稳健。

他补充,有注意到中美关系紧张的情况,目前认为影响较细,加前整体建设需求正常,未来会按国家导向继续满足营运商的5G建设需求。

针对联通(00762.HK)及电信(00728.HK)合作,佟吉禄指铁塔公司成立就是为了推动共享发展,为行业降本增效,认为共建共享对行业属利好,会继续关注及支持,相信两家公司合建5G网络一定比自行组网更好,至於广电及中移动(00941.HK)目前未见到合建或合作的方式,未来会继续密切关注,相信广电所拥有的黄金频段适合较广的覆盖,料有一定优势。

上半年集团资本开支约143亿元人民币(下同),总会计师高春雷指出年初披露全年资本开支指引约为280亿元,现时支出符合预算指引,并能满足到营运商对5G基建所需的投资,料如无特别情况,下半年的资本开支水平将与上半年保持一致。(el/u) ~

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