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何國穎先生 (Paul Ho)
助理經理

現任職輝立助理經理,除了鑽研圖表和數據分析外,也著重股票基本分析面。本人樂意為客戶提供投資分析及買賣策略。歡迎各位來電交流心得。
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中國鐵塔股份有限公司 - H股 (788)

Wednesday, July 28, 2021 Views5693
中國鐵塔 主要於中國提供通信鐵塔基礎設施服務。

- 集團主要股東包括中國移動(00941)、中國聯通(00762)及中國電信(00728),其亦為集
    團主要客戶。
  - 集團是中國通信鐵塔基礎設施服務提供商,主要業務包括:
    (1)塔類業務:分為宏站業務(向通信運營商提供包括鐵塔及機房或機櫃在內的站址空間,並裝載其天線或
       其他宏站設備,以於中國廣泛覆蓋移動通信網絡);及微站業務(向通信運營商提供包括杆塔、其他基
       礎設施資源以及機櫃在內的站址空間,並裝載其微站設備,以於人流與建築物密集的城市區域與特定城
       市外區域將網絡進行深度覆蓋和流量擴容);
    (2)室分業務:向通信運營商提供室內分佈式天線系統並連接其通信設備,以實現樓宇與隧道中室內區域的
       深度覆蓋;
    (3)跨行業站址應用與信息業務:向來自不同行業的客戶提供包括基礎設施、維護服務與電力服務在內的站
       址資源服務。
  - 除三大通信運營商為主要客戶外,集團跨行業站址應用與信息業務的客戶主要來自於環保、廣播與數字電視、
    衛星定位、能源、海事與農業等多個行業。

- 截至2021年3月止三個月,集團營業額增長7﹒4%至211﹒51億元(人民幣;下同),股東應佔溢
    利上升16﹒7%至16﹒94億元。期內業務概況如下:
    (一)運營商業務:營業額增加4﹒6%至198﹒22億元,佔總營業額93﹒7%;其中,塔類業務上升
       3﹒9%至188﹒36億元,室分業務增長20﹒4%至9﹒86億元;
    (二)跨行業業務:營業額上升55﹒3%至8﹒79億元;
    (三)能源經營業務:營業額增長2﹒3倍至3﹒77億元。



中國鐵塔是全球規模最大的通信鐵塔基礎設施服務提供商。最近公佈的業績不俗,派息亦一同增長。在現時大市氣氛冷淡之際,公用股中國鐵塔不失為穩守突擊的中長線之選。

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