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中移動(00941.HK)目標全年5G淨增逾1億戶 冀ARPU跌幅收窄
阿思達克 08-13 17:12
中移動(00941.HK)董事長楊杰出席業績電話會議時指,上半年資本開支1,010億元人民幣(下同),當中5G相關資本開支為552億元,全年5G資本開支料為1,050億元,料全年新建30萬個5G基站,在全國所有地級市以上城市提供商用服務,推動獨立組網(SA)核心網年內實現商用。他又期望維持年初指引,保持全年每股派息平穩。

首席執行官董昕指出上半年移動用戶達9.5億戶,移動ARPU跌3.7%至50.3元,在5G上堅持資費先行、量質並重發展,而上半年5G套餐用戶已增至7,020萬戶,5G ARPU平均提升5.9%,而現時5G用戶基本上屬於ARPU值高的用戶,較4G ARPU倍增,相信隨著客戶群不斷擴大,相關貢獻亦會提升。

他指出公司今年目標移動客戶保持穩定,5G套餐用戶可淨增逾1億戶,移動ARPU則期望跌幅可收窄。而在家庭寬帶方面,公司今年期望客戶可淨增1,200萬戶,ARPU則有所增長。

董事長楊杰補充,上半年5G發展態勢良好,有信心可完成5G淨增1億戶的目標,冀透過價值經營及5G發展令ARPU降幅進一步收窄。楊杰續指,母公司早前已與中國廣電簽合作協議,目前正在就有關細節商談,料今年5G合作方面未有具體網絡建設部署,但明年雙方將共建、共享5G網絡,而對資本開支的影響則料會在明年顯現。

對於美國針對中資電訊商在當地的營運,楊杰強調公司美國業務比重很少,去年規模不足7,000萬美元,雲業務就更少,現時仍在認真分析評估,暫時對業務未有大影響。他強調近年公司與美國很多企業都有密切合作,認為經濟全球化是大勢所趨,會繼續持開放態度與各國企業合作。(el/u) ~

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