中國移動(00941.HK)上半年純利升6.0%至591億元 中期息1.63港元
格隆匯8月12日丨中國移動(00941.HK)公佈2021年中期業績，2021年上半年，營運收入達到人民幣4,436億元，同比增長13.8%，其中通信服務收入達到人民幣3,932億元，同比增長9.8%，增幅超行業平均。個人市場實現了正增長，家庭市場、政企市場、新興市場表現優異，實現了雙位數的快速增長，CHBN收入結構進一步優化。得益於智慧家庭、DICT業務的快速拓展，面向信息服務的新業務(非傳統通信業務)收入佔比進一步提升，發展動能不斷增強。
公司持續推進低成本高效運營，取得良好效果。股東應占利潤為人民幣591億元，同比增長6.0%，每股盈利為人民幣2.89元，盈利能力繼續保持全球一流運營商領先水平。EBITDA為人民幣1,620億元，同比增長11.2%；EBITDA率為36.5%，EBITDA佔通信服務收入比為41.2%，同比提升0.5個百分點。資本開支為人民幣860億元，自由現金流為人民幣756億元，同比增長28.0%，現金流持續保持健康。宣佈派發中期股息每股1.63港元，增長6.5%。
截至2021年6月底，移動客户達到9.46億户，淨增359萬户，其中5G套餐客户達到2.51億户，淨增0.86億户；權益融合客户達到1.10億户，淨增3,135萬户；和彩雲月活躍客户達到1.16億户。移動ARPU為人民幣52.2元，同比增長3.8%，扭轉了自2018年以來的下滑趨勢；手機上網DOU提升38.7%，達到11.9GB。個人市場收入實現了正增長，達到人民幣2,555億元，同比增長0.7%。
上半年，家庭寬帶客户達到2.05億户，淨增1,339萬户。其中，“魔百和”用户達到1.54億户，滲透率達到74.8%。得益於帶寬升級以及增值應用融合的拉動，家庭寬帶綜合ARPU達到人民幣41.1元，同比增長16.2%。家庭市場收入保持快速增長，達到人民幣501億元，同比增長33.7%。
上半年，政企客户數達到1,553萬家，淨增169萬家。政企市場收入保持快速增長，達到人民幣731億元，同比增長32.4%。專綫收入達到人民幣135億元，同比增長7.7%。DICT收入達到人民幣334億元，同比增長59.8%，對通信服務收入的增長貢獻達到3.5個百分點，增速行業領先。其中，移動雲收入達到人民幣97億元，同比增長118.1%，公有云收入份額進入業界前十行列；IDC收入達到人民幣118億元，同比增長27.0%，可用機架達到37.2萬架，淨增1.2萬架。
上半年新興市場收入實現了雙位數的快速增長，達到人民幣145億元，同比增長22.6%。國際業務方面，持續提升國際化經營能力，深化國際國內兩個市場協同，保持海外發展區域領先，進一步優化國際資源佈局，推動國際業務高質量發展，2021年上半年國際業務收入達到人民幣68億元，同比增長19.5%。截至2021年6月底，咪咕視頻全場景月活躍用户同比增長14.5%，視頻彩鈴用户達1.9億，和包月活躍用户同比增長31.5%。
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