中國通訊服務的基站安裝工程 相片:中國通訊服務官網

市場近日炒作5G概念股,除了三大中國電訊服務供應商外,電訊網絡基建股才是市場的重點。除了備受分析員提及的中國鐵塔外,其實市場上還有另一家專門從事電訊基建的企業,這家便是由中國電信集團分拆出來的中國通信服務。

中國通信服務近日股價強勢,在星期四股價曾創逾11年新高,一度高見8.17港元(約1.04美元),自今年起股價累積升幅達三成。中通信是中國最大的電信基建服務集團,為信息化領域提供一體化綜合解決方案,旗下三大客戶包括中國電信﹑中國移動及中國聯通。與5G有關連的業務便是電信基建服務,這部份涵蓋設計﹑施工及監理。內地傳媒引述聯通工作人員表示,目前預測2019年第三季會推動5G試商用,到2020年正式商用。據了解,聯通方面公佈了包括北京、上海、深圳在內的十餘個試點城市,中移動亦選擇12個城市如瀋陽、天津、北京、雄安特區等作為5G應用示範點。中電信月初亦表示,已在全國17個城市開展5G試驗網建設。

這反映三大網絡商都已準備就緒推出5G服務。而在推出商用服務之前,各網絡商均與加快建網進度,相信中通信亦能够從中取得一定數量的訂單,刺激業績增長。中國通信服務截至去年6月底之中期業績,營業額按年上升13.2%至507.92億港元,純利升8.6%至15.95億港元。

麥格理證券發表報告指,3月5日起舉行的全國人大會議,及三大電訊股將公布的去年業績及今年展望,會成為中國5G發展的主要股價推動因素,市場亦會留意電訊公司公布今年的展望,包括5G發展策略。

除了5G網絡發展外,中國通信服務近年亦積極拓展非電訊業的業務,以增加收入來源。當中與中國國策息息相關的便是智慧城市的解決方案。這方面的業務主要是為各地方政府提供一站式的智慧城市解決方案,包括系統、物聯網、大數據、雲端及信息安全等。而公司為四川省設計的方案更獲業內嘉許。中國通信服務為四川光霧山旅遊景區提供智慧建設,同時,結合國家景區的建設要求,以本身的技術實力和對旅遊行業的數據分析,開發了一套具有示範作用的智慧旅遊產品設計與研發體系,推動景區升級,為旅遊產業引入數位增長的元素。

另外,中通信的智慧政務解決方案,簡化電子政務平台,以政務大數據平台及數據共享交換平台作為基礎,提升人民滿意度,提高政府公共服務質量,工作效率,打破政府部門之間的屏障。而公司為四川省建立的電子政務系統,是全國首個覆蓋省、市、縣、鄉、村的五級機構的系統,能以標準化處理逾6,000類辦理事項,更能容許1,000萬名用戶同時使用服務。

由此可見,中國通信服務除了5G商機外,還能搶佔各地政府數碼化工程的合約。而這方面相信會成為集團未來增長動力所在。

撰文:鍾紹陽
相片:中國通訊服務官網

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