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中移動(00941.HK):傳統通服需求開始飽和 去年AI投入逾150億元人幣
中移動(00941.HK)公布中期業績,執行董事兼董事長楊杰指,首季集團表現穩中有進,當中各個業績指標穩健,集團數字化轉型亦見成效,數字化收入佔比達三分一。 挑戰方面,通服收入增長有所放緩,因傳統需求開始飽和,人口紅利等過往有利因素的影響日漸消退。雖然集團正在發展新業務,包括AI等,而有關業務增長亦很快,但規模及體量仍然較小,需要更多時間來創造營收,還有市場競爭激烈及宏觀環境等因素。但他對集團未來充滿信心,因宏觀環境回升,國家推出一系列促進消費的政策。另外,集團具發展基礎,策略及執行亦有效。 他提到,AI是集團未來發展重點之一,去年全年及今年上半年AI投資額分別達153億及60億元人民幣,料未來投資額會進一步增長。 至於旗下中移動香港進一步收購香港寬頻(01310.HK)股權,楊杰表示,希望收購可形成有效的協同效應;集團近年亦在香港積極佈局,例如設立創新研究院等。他指近年香港業務發展很快,希望日後可保持勢頭。
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