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內地三大電信商首次聯合舉辦投資者交流活動 稱數字經濟為轉型升級新藍海
內地三大電信營運商首次聯合舉辦行業投資者交流活動,主題圍繞「擁抱數字經濟新藍海,共話電信行業新未來」。 中國移動(00941.HK)董事長楊杰在致辭時表示,數字經濟已成為內地繼農業經濟及工業經濟後的主要經濟形態,在全球經濟曲折多變的大環境下,數字經濟已成引領經濟增長的重要引擎,在對沖疫情影響、恢復生產生活、增強發展動能等方面發揮重要作用,預期至2025年內地數字經濟佔GDP比重,將由去年的39.8%,即45萬億元人民幣(下同),提升至50%以上。其中,訊息服務市場規模料將由去年的12.5萬億元,增長至22.8萬億元。 中國電信(00728.HK)董事長柯瑞文則稱,內地電訊行業正全面加快新型基礎設施的建設和應用普及,集團亦緊抓數字經濟發展的新機遇,以客戶為中心拓展綜合智能訊息產品及服務。下一步,電信營運商將積極推動包括4G、5G基站及光纖和頻譜在內的共建共享,節省的資金將用於加大研發投入及提升企業價值。 至於中國聯通(00762.HK)董事長劉烈宏提到,數字經濟為電信行業提供轉型升級新藍海,是未知遠大於已知的廣闊空間。以雲業務為例,去年三大電信營運商雲業務收入達684億元,按年增長近90%,按目前雲計算廠商四至八倍的市銷率估值,營運商僅雲業務的市值就可達到3,000億元至6,000億元。因此電訊行業進入數字經濟的新發展,就是當前投資行業最大的價值點之一。
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