研報掘金丨華西證券:中國電信業務穩健,維持“增持”評級
華西證券研報指出,中國電信(601728.SH)2025Q1利潤總額達到113.18億元,同比增長2.06%;實現歸母淨利潤88.64億元,同比增長3.11%,業務穩健。根據公司一季報,公司加快移動網絡向5G-A升級,不斷推動連接、終端、應用、權益等融合要素升級,強化AI、衞星、量子等戰新要素賦能個人及家庭端產品和服務,持續提升業務價值和客户感知。同時,圍繞網絡、雲及雲網融合、AI、量子/安全等四大技術方向持續加大科技創新研發投入,持續深入實施雲改數轉戰略,加速人工智能應用賦能,積極回饋廣大股東。看好運營商數字化轉型,維持盈利預測,維持“增持”評級。
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