聯通(00762.HK):有信心全年實現營收利潤穩健增長 資本開支與收入增長一致
中國聯通(00762.HK)上半年資本支出按年增長98.5%至284億元人民幣(下同),執行董事兼總裁陳忠嶽表示,上半年內地疫情對區域性建設工程有一定影響,但整體影響可控,將維持全年資本開支與收入增長幅度相配合。
董事長兼首席執行官劉烈宏強調,有信心全年實現營收利潤穩健增長。他透露,上半年與中電信(00728.HK)持續深化共建共享合作,雙方累計節省資本開支約2,400億元,節省運營成本約255億元,目前雙方共享5G基站及5G室分增至累計約87萬站及約20萬站,另外共享4G基站累計約87萬站,未來將繼續統籌推進基礎資源設施充分共建共享。
他稱,聯通成立貼近9大行業10大軍團及8個產業互聯網公司,下設有17家專業子公司及19家產業互聯網公司,賦能及協助各領域轉型升級,有信心至「十四五」末,創新業務佔總收入貢獻可望達到35%以上,增量收入佔比達到80%的目標。
上半年5G資本開支達到117億元人民幣,高級副總裁何飆表示,理性競爭及高質量發展已成爲市場共識,產業數字化爲通訊行業開拓廣闊發展空間,相信5G市場仍處於快速增長期,雖然5G滲透率隨着提升,流量ARPU已基本見頂,但各項應用場景上仍有龐大拓展空間。
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