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野村:內地10月電信業收入增長稍有放緩,首選中電信

工信部日前公佈今年首10月份通信業經濟運行情況,野村發表研究報吿指,內地10月電信業收入的增長稍為放緩,但相信三大中資電信商在5G用户規模方面有望實現其全年目標,而主動投資於新興業務板塊將為未來提供持續增長,依次選擇中電信(0728.HK)、中移動(0941.HK)及中聯通(0762.HK)。

據工信部數據,內地首10月電信業務收入累計完成12252億元人民幣,按年增長8.2%,即10月份按年增長6.7%,相較9月時8.4%的增速稍有放緩。首10月移動互聯網累計流量達1810億GB,按年增長35.3%;10月份當月户均移動互聯網接入流量(DOU)達到14.32GB,按年增長25%。

報吿提到,中移動、中聯通和中電信在10月5G套餐客户分別增加2430萬、790萬及890萬户,當月行業平均的5G滲透率為40.6%,較9月時的38%有所提升。此外,三大電信商的新興業務板塊包括雲計算、數據中心(IDC)、IPTV、大數據等增長勢頭持續,首10月整體行業收入也按年升28.8%至1854億元人幣,當中雲計算、大數據、IDC分別增長91.3%、33.1%和18.7%。

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