《蓝筹业绩》联通(00762.HK)上半年EBITDA跌0.1%至494.5亿人币 符预期
中国联通(00762.HK)公布截至今年6月底止中期业绩,EBITDA按年跌0.1%至494.5亿元人民币(下同),符预期(综合10家券商对其EBITDA预测介乎473-507亿元,平均值为485亿元)。中期纯利75.69亿元,按年升10.1%;每股盈利0.25元。不派息。
期内营业额1,503.97亿元,按年升3.8%,表现胜预期,其中服务收入为1,383.3亿元,按年增长4%。上半年,联通移动服务收入按年下降2.8%,降幅较2019年全年显着收窄;移动出账用户总数达到3.1亿户;移动用户ARPU按年提升0.2%;手机上网总流量增长23%,手机用户月户均数据流量达到约9.4GB。公司总体营销费用大幅下降,特别是用户发展成本,助力盈利能力持续提升。
在固网方面,期内固网宽带接入收入按年增长5.9%,达到219亿元。固网宽带用户净增240万户,总数达到8,588万户。融合业务在固网宽带用户中的渗透率达到60%,同比提升5个百分点。
期内产业互联网业务收入按年增长36%至227亿元,占整体服务收入比例提高至16%,其中ICT业务收入75亿元,按年增长39%;IDC及云计算业务收入达到121亿元,按年增长29%;物联网业务及大数据业务收入分别增长55%和67%。
上半年资本开支合计257.7亿元,主要用於移动网络、宽带及数据、基础设施及传送网建设等方面,而自由现金流达220亿元。(el/u) ~
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