中移动(00941.HK)目标全年5G净增逾1亿户 冀ARPU跌幅收窄
中移动(00941.HK)董事长杨杰出席业绩电话会议时指,上半年资本开支1,010亿元人民币(下同),当中5G相关资本开支为552亿元,全年5G资本开支料为1,050亿元,料全年新建30万个5G基站,在全国所有地级市以上城市提供商用服务,推动独立组网(SA)核心网年内实现商用。他又期望维持年初指引,保持全年每股派息平稳。
首席执行官董昕指出上半年移动用户达9.5亿户,移动ARPU跌3.7%至50.3元,在5G上坚持资费先行、量质并重发展,而上半年5G套餐用户已增至7,020万户,5G ARPU平均提升5.9%,而现时5G用户基本上属於ARPU值高的用户,较4G ARPU倍增,相信随着客户群不断扩大,相关贡献亦会提升。
他指出公司今年目标移动客户保持稳定,5G套餐用户可净增逾1亿户,移动ARPU则期望跌幅可收窄。而在家庭宽带方面,公司今年期望客户可净增1,200万户,ARPU则有所增长。
董事长杨杰补充,上半年5G发展态势良好,有信心可完成5G净增1亿户的目标,冀透过价值经营及5G发展令ARPU降幅进一步收窄。杨杰续指,母公司早前已与中国广电签合作协议,目前正在就有关细节商谈,料今年5G合作方面未有具体网络建设部署,但明年双方将共建、共享5G网络,而对资本开支的影响则料会在明年显现。
对於美国针对中资电讯商在当地的营运,杨杰强调公司美国业务比重很少,去年规模不足7,000万美元,云业务就更少,现时仍在认真分析评估,暂时对业务未有大影响。他强调近年公司与美国很多企业都有密切合作,认为经济全球化是大势所趋,会继续持开放态度与各国企业合作。(el/u) ~
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