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《藍籌》中移動(00941.HK)全年純利跌0.9%至1,370.95億人幣近預期下限 末期息增至2.52港元
中國移動(00941.HK)公布截至去年12月底止全年業績,純利1,370.95億元人民幣(下同),按年跌0.9%,貼近本網綜合5間券商料純利介乎1,361.38億至1,453億元預測的下限,中位數1,441.22億元。每股基本盈利6.35元。公司宣派末期股息每股2.52港元(對上財年同期派2.49港元),全年股息合計每股5.27港元,按年增長3.5%,對比...
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《藍籌》中移動(00941.HK)全年純利跌0.9%至1,370.95億人幣近預期下限 末期息增至2.52港元
Recommend
66
Positive
131
Negative
86
 
 

中國移動(00941.HK)  0.000 (0.000%)    Short selling $241.30M; Ratio 13.726%   公布截至去年12月底止全年業績,純利1,370.95億元人民幣(下同),按年跌0.9%,貼近本網綜合5間券商料純利介乎1,361.38億至1,453億元預測的下限,中位數1,441.22億元。每股基本盈利6.35元。公司宣派末期股息每股2.52港元(對上財年同期派2.49港元),全年股息合計每股5.27港元,按年增長3.5%,對比本網綜合4間券商料全年每股派息介乎4.68元至5.01元人民幣;全年派息率為75%。

期內,營運收入近1.0502萬億元,按年升0.9%,符本網綜合5間券商料介乎1.0416萬億元至1.0653萬億元,中位數1.0504萬億元。主營業務收入為8,955億元,按年增長0.7%;其中,算力服務收入為898億元,按年增長11.1%。通信服務收入7,149億元,按年下降1%。

另外,年內數據中心收入按年增長8.7%,其中AIDC收入按年增長35.4%。得益於智算需求的快速增長,智算服務成為第一引擎,增速達279%,推動雲算服務收入按年增長13.9%。雲盤月活躍客戶達到2.1億戶,雲視頻客戶超過8,670萬戶。

年內公司成功收購香港寬頻(01310.HK)  0.000 (0.000%)    Short selling $1.59M; Ratio 13.753%   ,全年國際市場收入快速增長至293億元,按年增長28.5%。

移動客戶規模穩固,達到10.05億戶;5G網絡客戶達到6.42億戶,淨增8,960萬戶,滲透率達到63.9%。寬帶聯網客戶再創新高,達到3.29億,淨增999萬,寬帶網絡收入按年增長7.1%。

公司指,外部環境變化影響加深;行業進入新舊動能轉換的關鍵期,傳統通信業務增長放緩,新興信息服務增長動能尚在培育;電信服務增值稅政策調整帶來一定影響,公司發展也面臨一些不確定性因素。展望未來,公司將錨定「世界一流科技服務企業」願景,堅守「通信服務、算力服務、智能服務」三大主業,堅持「網絡強基、全棧創新」。(ss/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-01 16:25.)

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