中国铁塔:全球通信铁塔龙头,共享驱动多元增长,高股息价值凸显

招商通信硬科技
Aug 07, 2025

(报告发布日期:2025-08-08)核 心 要点/事 件 概 览全球通信基础设施龙头,战略布局“一体两翼”。中国铁塔是全球规模最大的通信基础设施综合服务商,运营管理着超210万个通信站址资源,实现了“凡有人烟处,皆有通信塔”的覆盖格局,以规模优势为通信网络的广泛覆盖奠定了坚实基础。公司以塔类与室分业务为“一体”(收入占比约86%),并以智联与能源业务为“两翼”(收入占比约14%),形成多元增长...

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