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研報掘金丨長江證券:中國移動23年營收破萬億,利潤創新高,指引延續良好增長

長江證券研報指出,2023年中國移動(600941.SH)營收突破萬億大關,利潤再創歷史新高。傳統業務方面,保持用户規模穩中有升的基礎上實現了ARPU的穩健增長;移動雲快速增長,24年營收有望突破千億。CAPEX指引小幅下滑,將加大算力及能力相關投入。2024年指引明確,目標實現營收、利潤的良好增長,ARPU延續穩健增長。新派息指引落地,派息率將進一步提升。重點推薦,維持“買入”評級。

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