中電信(00728.HK):天翼雲尚在發展階段 未有分拆計劃
有傳中國電信(00728.HK)計劃分拆公有雲業務上市,執行董事、董事長兼首席執行官柯瑞文指出,現時天翼雲尚處於發展階段,成為國家雲的框架已基本成型,但在雲網融合發展中仍需要充分發揮其技術優勢,因此公司未來會繼續將重點放在提升規模及加強核心能力,聚焦於提升業務收入及降低成本,以加速建設為科技型企業。
今年上半年中電信移動用戶淨增1,179萬戶,5G套餐用戶淨增4,385萬戶,寬帶用戶淨增573萬戶。執行副總裁唐珂表示,將維持淨增1,500萬、8,000萬及800萬戶的全年目標,並重申今年爭取營收及可比淨利潤實現雙位數增幅。他強調不會將增長指引訂得太進取或寬鬆,而是會平衡用戶體驗及價值提升。
柯瑞文又指,今年內將重點加快推進室內4G共享,計劃與聯通(00762.HK)三年完成「4G一張網」整合,實現提質、減量、增效,雙方累計已節約投資2,400億元人民幣,年化營運成本節約超過200億元人民幣。
上半年中電信5G在用基站增至87萬站,預期今年底將超過99萬站,目標5G網絡覆蓋至中國全部市縣和重點鄉鎮。
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