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中電信(00728.HK):產業鏈供應緊張致項目滯後 料今年可完成870億人幣投資
阿思達克 08-10 16:55
中國電信(00728.HK)執行副總裁劉桂清在業績電話會議中表示,全年資本開支計劃為870億元人民幣(下同),今年上半年已完成270億元,認為有所滯後,強調會按業務需求、投資建設等發展,相信在投資節奏來看今年可完成870億元的投資。他又補充,芯片等產業鏈供應緊張,導致項目有滯後的情況,不過透過上、下游協同解決、加快工程建造等,料全年完成目標將不受影響。 管理層續指,回A是為了更好把握數字經濟的發展趨勢,相信產業數字化亦是其中一個重點,而上半年產業數字化業務佔比已逾兩成,相信未來產業數字化亦將是投入的重點。另外,在產業數字化投入過程中,中電信的內部組織體系、生產流程、外部合作關係也會發生很大變化,並將深化改革、重組及全面整合,所以亦將利用A股發行機會推動相關進展。他透露,上半年產業數字化收入增長16.8%,將力爭全年增長20%以上,認為相關市場空間非常大。 針對公司5G ARPU按年略有下降,管理層回應指相關跌幅按季有所緩和,強調符合4G升級至5G的行業規律,因為一開始使用5G的用戶,手機終端價格亦較高,所以套餐ARPU亦會較高,但隨著5G佔比提升,新用戶的使用量和套餐檔位亦會有所下降,強調5G ARPU仍顯著高於移動ARPU,故對整體ARPU有較強帶動,而上半年移動用戶ARPU持續回升,冀今年可維持相關勢頭。(el/u) ~
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