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聯通(00762.HK):用戶流失或源自「雙卡用戶」 疫情拖累語音表現及網絡建設
阿思達克 03-23 18:06
中國聯通(00762.HK)董事長王曉初出席業績發布會時表示,新型冠狀病毒為公司營運造成短期挑戰,特別是在業務發展及5G建設等,但相信隨著疫情獲有效控制,加上復工復產加快,料需求將逐步釋放,而疫情亦會加快社會數字化、智能化的轉型需求,為公司帶來新商機。

他又指去年受提速降費及市場競爭加劇等影響,拖累移動服務收入按年跌約5%,去年下半年公司決定痛定思痛,不能僅以用戶數為目標,並需要轉型,轉型的過程雖對移動業務用戶數有影響,但長遠相信將有利發展及公司價值。他指出之前處於轉型的「陣痛期」,但情況逐步有好轉,公司原定估計2月份情況應好起來,惟碰上疫情爆發,但留意到3月份業務已變得非常正常,認為陣痛期或基本渡過。他又指出移動ARPU由去年第四季開始穩定,今年目標亦是ARPU維持穩定,他又強調公司不會將攜號轉網用作競爭手段,而是努力提升服務水平及網絡質素等。

針對各營運商均出現客戶流失的情況,王曉初認為流失或是源自「雙卡用戶」,受疫情影響部分用戶或會於短時間內放棄其中一張電話卡,故令客戶量有所減少。但他指出,疫情並無影響到流量使用,因為用戶無論工作或生活都離不開手機,故部分工作的流量轉向了消費及娛樂上,但因為工作聯絡大幅減少,故語音方面部分所受影響較大。另外疫情亦影響到網絡建設,春節後基本上無法施工,除了因為施工人員無法出來外,很多施工現場亦未能進入,而設備供應鏈上亦出現了很多問題。但他透露情況自3月份開始逐步好轉,希望上半年可趕上進度,而下半年則能提前一季度完成全年的5G工程建設目標。(el/a) ~

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