中移动(00941.HK)内地政策为红筹企业回A提供有利环境 正积极研究
中国移动(00941.HK)董事长杨杰出席业绩发布会时指,留意到内地资本市场出台了一系列新政策,为红筹企业回A提供有利环境,公司也注意到相关政策的变化,所以正积极跟踪、及时研究和沟通,如果回A亦有利促进公司发展,令广大客户有更多机会分享公司成长和发展带来的收益,如有消息会按监管要求披露。
共建共享能降低建设及营运成本,并提升网络性能,目前公司正与广电紧密沟通,并已组建联合团队积极推动,拟与中国广电联合采购700MHz基站40万站以上,於2021年至2022年建成投产。
另外,管理层信心今年手机上网收入可实现平稳增长,杨杰透露中移动5G用户ARPU较迁转前升6%,主要因为转向5G用户的大多是相对高ARPU的4G用户,所以5G ARPU相对较高,随着5G用户普及,估计ARPU会有所下降,而今年则期望移动ARPU可保持企稳回升,今後ARPU维持稳定。
公司今年指引5G网络客户达到2亿,有别於过往公布5G套餐客户数目,杨杰指主要因为过往5G应用并不广泛,冀透过5G套餐推广5G,但经过两年网络建设及终端产业链打造,认为5G可发挥更大力量,故将指引改为冀5G网络客户达2亿,反映真正使用5G的人,同时满足监管方面考量。
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