中移動(00941.HK)內地政策為紅籌企業回A提供有利環境 正積極研究
中國移動(00941.HK)董事長楊杰出席業績發布會時指,留意到內地資本市場出台了一系列新政策,為紅籌企業回A提供有利環境,公司也注意到相關政策的變化,所以正積極跟蹤、及時研究和溝通,如果回A亦有利促進公司發展,令廣大客戶有更多機會分享公司成長和發展帶來的收益,如有消息會按監管要求披露。
共建共享能降低建設及營運成本,並提升網絡性能,目前公司正與廣電緊密溝通,並已組建聯合團隊積極推動,擬與中國廣電聯合採購700MHz基站40萬站以上,於2021年至2022年建成投產。
另外,管理層信心今年手機上網收入可實現平穩增長,楊杰透露中移動5G用戶ARPU較遷轉前升6%,主要因為轉向5G用戶的大多是相對高ARPU的4G用戶,所以5G ARPU相對較高,隨著5G用戶普及,估計ARPU會有所下降,而今年則期望移動ARPU可保持企穩回升,今後ARPU維持穩定。
公司今年指引5G網絡客戶達到2億,有別於過往公布5G套餐客戶數目,楊杰指主要因為過往5G應用並不廣泛,冀透過5G套餐推廣5G,但經過兩年網絡建設及終端產業鏈打造,認為5G可發揮更大力量,故將指引改為冀5G網絡客戶達2億,反映真正使用5G的人,同時滿足監管方面考量。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.