《藍籌業績》中移動(00941.HK)首三季純利升7.1%至1,055.06億人幣 略低預期
中移動(00941.HK)公佈截至9月底止首三季業績,營運收入7,755.6億元人民幣(下同),按年增長7.2%,高於本網整合大摩及野村料介乎7,402.65億至7,702.39億元。期內EBITDA按年升6.7%至2,685億元。EBITDA利潤率34.6%。首三季純利則升7.1%至1,055.06億人幣,略低於本網綜合3間券商料介乎1,062.04億至1,066.67億元。每股基本盈利4.94元。
截至9月底止,集團移動客戶總數達到9.9億戶,其中5G套餐客戶數達到7.5億戶,5G網絡客戶數達到4.25億戶;首三季度,流量業務保持穩定增長,手機上網流量按年增長16.2%;移動平均每月每戶收入(ARPU)錄51.2元,按年增長1%。
9月底止,集團有線寬帶客戶總數達到2.95億戶,首三季度淨增2,252萬戶,其中家庭寬帶客戶達到2.62億戶,首三季度淨增1,786萬戶;首三季度,家庭客戶綜合ARPU錄42.1元,按年增2.4%。
政企市場方面,集團強化「網+雲+DICT」一體化拓展,充分發揮雲網資源稟賦優勢,保持強勁增收動能。首三季度,集團DICT業務收入爲866億元,按年增長26.4%。
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