《藍籌業績》聯通(00762.HK)上半年純利增13.1%至123.9億人幣略勝預期 中期息增至20.3分人幣
中國聯通(00762.HK)公布截至今年6月底止中期業績,營業額1,918.33億元人民幣(下同),按年升8.8%。純利123.91億元,按年升13.1%,略高於本網綜合3間券商預測純利介乎122億至122.68億元,並連續七年實現雙位數提升;每股盈利40分。派中期息20.3分,較上年同期16.5分增長23%。
期內,服務收入達到1,710億元,按年提升6.3%;當中基礎業務收入1,280.7億元,按年增長3.3%,產業互聯網業務升16.3%至429.7億元,佔服務收入比首次超過四分之一。EBITDA達到536億元,按年增長4.1%。上半年淨資產收益率達到3.6%。資本支出達276億元。資產負債率維持在46%的合理水平,剔除租賃負債後的帶息債務按年下降17%。
上半年公司大聯接用戶規模達到9.28億戶,淨增超過6,600萬戶。移動出賬用戶超過3.28億戶,上半年淨增用戶達到534萬戶,淨增用戶規模創四年同期新高;5G套餐用戶滲透率超過70%。固網寬帶出賬用戶達到1.08億戶,半年用戶淨增連續突破400萬,融合滲透率達到75%。
至於公司上半年物聯網業務收入實現54億元,按年增幅達到24%;聯通雲實現收入255億元,按年提升36%,全年收入力爭超過500億元。
下半年,公司將推進基礎業務和新興板塊兩端發力、協調發展,著力提高企業核心競爭力和增強核心功能,奮力完成全年服務收入穩健增長、淨利潤雙位數增長、淨資產收益率持續提升。
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