中金发表研究报告指，中国铁塔(00788.HK) 2024年业绩符合预期，收入按年增长4%，纯利按年增长10%，EBITDA则增长9%，期内营运商业务表现稳健，两翼业务则实现快速增长。展望2025年，中金预期中国铁塔营运商业务收入可持续稳定增长，同时憧憬公司聚焦边缘算力网络、AI等重点领域，两翼业务收入亦有望实现双位数按年增幅。
该行料其今年经营活动现金流有望修复；资本开支基本持平，重视股东回报提高派息比率。中金将铁塔2025年收入预测下调2%至1,006亿元人民币(下同)，以反映能源业务收入增长减慢，另外因两翼业务开支预期提升，将今年度净利润预测下调9.5%至118亿元，对明年收入及盈利预测则为1,033亿及181亿元，维持“跑赢行业”评级，(合股后)目标价14港元。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-19 12:25。)
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