中通服(00552.HK):第一步引入戰略性股東已成功 下一步引入大型央企
中國通信服務(00552.HK)執行副總裁梁世平於業績電話會議上表示,運營商今年上半年的資本開支確實比去年少了,但公司來自運營商的收入增長主要有三個方面,分別是運營商的資本開支、經營開支及運營商的數位化轉型和各種智慧化服務,總體業務維持較好增長。
他補充,運營商的資本開支影響到公司的電信基礎設施服務(TIS)板塊,但期內相關業務仍有增長,主要因為週期有所滯後,但總體業務增長來看仍維持較好的成長性。
總裁黃曉慶指,公司第一步引入國網信通為戰略性股東已經成功,下一步計劃進一步的向大的央企進行引入戰略投資,民營企業亦會考慮,但強調「先國有後民營」。至於會否考慮分拆供應鏈公司上市,他指出一些專業的板塊總體基本上達到了一些要求,準備推動相關板塊引入戰略投資者並上市,認為分拆上市有利於釋放內部的價值。
被問及中國電信(00728.HK)和中國移動(00941.HK)等回A,黃曉慶指,公司未收到回A的具體計劃和方案,強調會綜合考慮各種因素。他補充指,中通服由於中國電信回A,有利於推進雙方內部的進一步加快改革和高品質發展的力度。
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