中國移動(600941.SH)漲停創上市新高 市值突破1.4萬億
格隆匯2月9日丨中國移動(600941.SH)漲停報67.43元,股價創上市以來新高,總市值突破1.4萬億元,位居A股第四位,僅次於貴州茅台、工商銀行和建設銀行。中國移動自2020年1月5日在A股上市交易,隨後股價維持窄幅震盪態勢,因上市後有“綠鞋”機制(超額配售選擇權)護航,股價始終維持在57.58元的發行價上方,但這一機制於2月7日屆滿,2月8日,中國移動A股正式“脱鞋”,“脱鞋”後該股已連續兩日大幅走高。中信證券最新研報認為,中國移動是全球運營商龍頭,擁有全球最大的通信網絡,移動和寬帶用户數居全球第一。核心競爭力凸顯,從產業視角看,公司作為全球運營商龍頭,地位穩固,用户規模與網絡資源具備顯著優勢;從財務視角看,公司盈利能力出眾,新興業務發展良好,ARPU值持續提升,長期成長可期;從估值視角看,公司優質資產加成,現金流充沛,當前估值仍處歷史低位,投資價值凸顯。中國移動是兼具科技與消費屬性的優質核心資產,5G時代增長邏輯重構,極具配置價值。中國移動A股的漲停帶動港A兩地電信股集體走強,中國移動H股拉昇漲超3%,中國電信A股漲超3%,H股漲近3%;A股中國聯通漲近3%,港股中國聯通漲超3%。



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