聯通(00762.HK):目前有4至5家子公司可供分拆 智網科技規模最小可「探路」
中國聯通(00762.HK)宣佈計劃分拆持股約69%的車聯網子公司智網科技在中國境內上市,董事長兼首席執行官王曉初透露,自推進混改時已開始探討分拆與主營業務關係不太大的子公司獨立上市,目前有有4至5家子公司可供分拆上市,包括與招商銀行(03968.HK)共用組建的招聯消費金融,將待各家公司良好成長後再分拆。
他稱,在多家子公司中,智網科技規模最小,可在資本市場中率先「探路」,正就上市申請與監管部門溝通,接下來幾次分拆的上市地點則要審視對股東的效益,不排除到香港上市的可能性。
聯通上市21年以來首次宣派中期息,他指出主要根據經營情況及現金流變化去調整股息政策,由於明年5G投資規模等規劃仍有待確認,因此未能確定之後的派息水平,但相信開始派發中期息後未來都會繼續。
上半年公司5G套餐用戶淨增4,250萬戶,王曉初透露上半年5G ARPU爲約61元人民幣,估計下半年將新增5G用戶約4,000萬戶。他又承認中移動(00941.HK)及中電信(00728.HK)回A將令市場競爭加大,短期內對公司造成壓力,但相信完成上市後市場將回歸理性,長遠對市場發展有利。
問到河南水災的影響,執行董事兼總裁陳忠嶽表示,災情期間旗下服務有中斷,現時已全部恢復,預期數據及網路方面受影響涉及金額約2億元人民幣。
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