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联通(00762.HK):目前有4至5家子公司可供分拆 智网科技规模最小可「探路」
中国联通(00762.HK)宣布计划分拆持股约69%的车联网子公司智网科技在中国境内上市,董事长兼首席执行官王晓初透露,自推进混改时已开始探讨分拆与主营业务关系不太大的子公司独立上市,目前有有4至5家子公司可供分拆上市,包括与招商银行(03968.HK)共用组建的招联消费金融,将待各家公司良好成长後再分拆。 他称,在多家子公司中,智网科技规模最小,可在资本市场中率先「探路」,正就上市申请与监管部门沟通,接下来几次分拆的上市地点则要审视对股东的效益,不排除到香港上市的可能性。 联通上市21年以来首次宣派中期息,他指出主要根据经营情况及现金流变化去调整股息政策,由於明年5G投资规模等规划仍有待确认,因此未能确定之後的派息水平,但相信开始派发中期息後未来都会继续。 上半年公司5G套餐用户净增4,250万户,王晓初透露上半年5G ARPU为约61元人民币,估计下半年将新增5G用户约4,000万户。他又承认中移动(00941.HK)及中电信(00728.HK)回A将令市场竞争加大,短期内对公司造成压力,但相信完成上市後市场将回归理性,长远对市场发展有利。 问到河南水灾的影响,执行董事兼总裁陈忠岳表示,灾情期间旗下服务有中断,现时已全部恢复,预期数据及网路方面受影响涉及金额约2亿元人民币。
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