智通财经APP获悉，中国铁塔(00788)涨近3%，截至发稿，涨2.97%，报1.04港元，成交额2.58亿港元。
消息面上，中国铁塔此前发布业绩，首9个月收入和盈利分别同比增3.3%和11%，第三季度为2.2%和13%。摩根士丹指出，中国铁塔第三季收入按年增2.2%至240亿元人民币，逊该行预期。不过，期内EBITDA利润率升1个百分点至68.9%，及纯利升12.6%，均优于预期。该行提到，期内铁塔收入按年持平于190亿元人民币，符合该行预期。
野村则认为，公司铁塔业务2024年依旧表现稳定。展望未来，野村认为尽管电信行业处于资本支出下行周期，中国铁塔核心业务稳定，盈利增长可能因为折旧成本下降而上升，而该公司的折旧期可能从2025年第四季度开始逐渐到期。
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