中移動(00941.HK):疫情期間移動客戶及手機上網流量均跌 國際漫遊收入大減
中國移動(00941.HK)管理層在業績電話會議中指出,疫情對公司的生產、經營確實造成影響,他舉例指2月移動客戶減少725萬戶,4G客戶跌1,200萬戶,與去年同期比較新增用戶減少近六成,而家庭新增客戶跌幅亦近六成,終端銷售則跌約三成。
而在應用方面,語音方面疫情前後比較跌約27%左右,而手機上網流量在疫情前後亦跌2%左右。他續指,由於這段時期很多企業都不能正常生產,故很多企業信息化項目亦受影響,此外在國際漫遊服務方面客流量亦大幅減少,相關收入跌逾50%以上。
管理層又透露,最關鍵的設備招標等都已經正式發標,很多工作包括招標等都能透過網上進行,之後亦會加班將疫情拖慢的進度趕回來,冀實現全年5G各項目標不變。他又指,公司將綜合考慮盈利及現金流等情況,力爭今年派息維持穩定。
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