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郭家耀:內地五一長假臨近港股交投趨淡 中國鐵塔(00788.HK)前景可期
港灣家族辦公室業務發展總監郭家耀稱,美股上週五(25日)先跌後反彈,大市早段受消費信心數據疲弱影響,道指一度跌幅超過300點,其後低位反彈,三大指數均錄得升幅收市。美元走勢向好,美國十年期債息回落至4.25釐水平,金價繼續回吐,油價走勢靠穩。港股預託證券表現向好,預料大市早段跟隨高開。 內地股市上週五個別發展,滬綜指高開低走,收市下跌0.1%,滬深兩市成交額略爲增加。 港股表現靠穩,指數在22,000點水平徘徊,整體成交保持清淡。投資者繼續觀望貿易戰消息,加上長假期臨近,整體成交有所減少,北水亦錄得淨流出情況,預料指數繼續於21,500至22,500點水平上落。 另中國鐵塔(00788.HK)日前公佈第一季業績,整體增長穩健,公司實現營業收入247.71億元人民幣(下同),按年增長3.3%;EBITDA爲172.95億元,增長4.2%;歸屬於公司股東的利潤達30.24億元,增長8.6%。其中,運營商業務收入212.24億元,增長1.1%;智聯業務收入23.12億元,增長17.1%;能源業務收入11.45億元,增長19.6%。兩翼業務收入佔比從12.2%提升至14%。 截至2025年3月底,塔類站址達到210.8萬個,塔類租戶382.0萬戶,淨增2.9萬戶,平均每個塔類站點有1.81戶租戶。管理層表示,未來將繼續把握「雙千兆」網絡建設、信號升級及數字中國等戰略機遇,增強核心競爭力,推動高質量發展。在運營商業務方面,公司將加強資源共享,提升服務能力,打造「三優一低」的核心能力;在智聯業務上,將專注於生態、安全等重點行業,推進數智化轉型;而在能源業務上,則致力於優化換電網絡,推廣綜合解決方案,支持國家的雙碳目標。整體而言,中國鐵塔的業務發展勢頭良好,前景可期。 (筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
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