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研報掘金丨中信建投:中國聯通三季報利潤保持雙位數增長,維持“買入”評級
中信建投證券研報指出,中國聯通(600050.SH)三季報公司營收穩步增長,利潤保持雙位數增長,各項業務穩中向好,聯網用户的規模和價值實現“雙提升”,雲計算、大數據等業務保持較快增長,同時公司積極拓展數據要素、網信安全等新興業務。公司啟動數據中心適智化改造,帶動AIDC 業務高速增長。2024Q3公司經營活動產生的淨現金流降幅收窄,趨勢改善。此外,隨着政府化債的推進,公司政企業務有望迎來改善。維持“買入”評級。
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