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中移動(00941.HK):下半年ARPU保持穩中有升 料全年資本開支不會超出預期
阿思達克 08-10 18:44
中移動(00941.HK)執行董事兼董事長楊杰表示,集團派息率持續增長,有信心今年全年派息比率達70%,惟未來會否有再上調空間,要視乎明年經濟及公司發展情況而定。 楊杰表示,上半年外部經濟複雜多變,加上內地仍處於疫後復甦階段,令今年上半年業績表現較以往相比略有放緩,但內地正致力推動數字經濟為集團帶來機遇,故有信心保持全年收入、利潤有良好增長。 集團執行董事兼首席執行官董昕表示,資本開支過去幾年處於較高水平,惟認為今年高峰期已過,加上上半年投資收入包括雲、算力發展等的進度良好,料今年全年資本開支不會超過早前預測的1,832億元人民幣。 集團副總經理趙大春表示,上半年移動每戶平均收入(ARPU)為52.4元人民幣,按年增長0.2%,其中第二季較一季度放緩,主要是宏觀經濟放緩、市場季節性波動,料下半年會保持穩中有升的走勢。
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