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智通港股通持股解析|8月7日
智通财经网· 2025-08-07 00:33
智通财经APP获悉,根据2025年8月6日披露数据,中国电信(00728)、绿色动力环保(01330)、中国 神华(01088)位居港股通持股比例前3位,分别为74.85%、70.19%、67.52%。此外,美团-W (03690)、快手-W(01024)、阿里巴巴-W(09988)在最近有统计数据的5个交易日内,持股额增 幅最大,分别为+26.81亿元、+23.06亿元、+15.80亿元;盈富基金(02800)、恆生中国企业(02828)、 中国移动(00941)在最近有统计数据的5个交易日内,持股额减幅最大,分别为-80.53亿元、-23.18亿 元、-10.62亿元。 具体数据如下(交易所数据根据T+2日结算): 1、港股通最新持股比例排行(前20名) | 公司名称 | 持股数量 | 最新持股比例 | | --- | --- | --- | | 中国电信(00728) | 103.89亿股 | 74.85% | | 绿色动力环保(01330) | 2.84亿股 | 70.19% | | 中国神华(01088) | 22.81亿股 | 67.52% | | 天津创业环保股份(01065) | 2.20亿股 ...
中国电信股份有限公司关于召开2025年中期业绩说明会的公告
Core Viewpoint - China Telecom will hold a mid-year performance briefing on August 14, 2025, to discuss its 2025 interim results and engage with investors through a combination of live interaction and online streaming [2][3][4]. Group 1: Event Details - The performance briefing is scheduled for August 14, 2025, from 17:00 to 18:00 [4]. - The event will be broadcasted live on the Shanghai Stock Exchange Roadshow Center and Roadshow China platforms [2][4]. - Investors can submit questions for the briefing from August 7 to August 13, 2025, via the designated websites or the company's email [2][6]. Group 2: Participants - Key participants include the company's Executive Director, Chairman and CEO Ke Ruiwen, Executive Director and President Liu Guiqing, and other senior executives [4][5]. Group 3: Investor Engagement - Investors are encouraged to participate in the briefing and can interact with the company through the online platforms [5][6]. - The company will address commonly asked questions during the briefing [3][6]. Group 4: Contact Information - For inquiries, investors can contact the Investor Relations Department via phone or email [6].
中国电信: 中国电信股份有限公司关于召开2025年中期业绩说明会的公告
Zheng Quan Zhi Xing· 2025-08-06 16:09
证券代码:601728 证券简称:中国电信 公告编号:2025-024 ? 网络直播地址:上海证券交易所上证路演中心(网址: http://roadshow.sseinfo.com ) 、 路 演 中 平 台 ( 网 址 : https://www.roadshowchina.cn/w/meet/rj4B7V)同步直播 ? 会议召开方式:现场交流、网络直播和文字互动 ??投资者可于 2025 年 8 月 7 日(星期四)至 2025 年 8 月 13 日(星期 三)16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或 通过公司邮箱 ir@chinatelecom-h.com 进行提问。公司将在说明会上 对投资者普遍关注的问题进行回答。 中国电信股份有限公司(以下简称"公司")将于 2025 年 8 月 深入地了解公司 2025 年中期业绩,公司计划于 2025 年 8 月 14 日下 午 17:00-18:00 举行 2025 年中期业绩说明会,届时管理层将介绍公 司 2025 年中期业绩,并与投资者进行交流。 中国电信股份有限公司 关于召开 2025 年中期业绩说明会的公告 本公司董事会及全体董事 ...
中国电信:8月14日将召开2025年中期业绩说明会
Zheng Quan Ri Bao Wang· 2025-08-06 13:45
Core Viewpoint - China Telecom announced plans to hold a mid-term performance briefing on August 14, 2025, from 17:00 to 18:00 [1] Group 1 - The company will provide insights into its mid-term performance during the scheduled briefing [1] - The announcement was made on the evening of August 6 [1] - The briefing is part of the company's ongoing communication strategy with stakeholders [1]
中国电信(00728.HK)拟8月14日举行2025年中期业绩说明会
Ge Long Hui· 2025-08-06 10:40
格隆汇8月6日丨中国电信(00728.HK)公告,中国电信股份有限公司(以下简称"公司")将于2025年8月14日 闭市后发布公司2025年半年度报告,为便于广大投资者更全面深入地了解公司2025年中期业绩,公司计 划于2025年8月14日下午17:00-18:00举行2025年中期业绩说明会,届时管理层将介绍公司2025年中期业 绩,并与投资者进行交流。 ...
中国电信(00728) - 海外监管公告 - 中国电信股份有限公司关於召开2025年中期业绩说明会的...
2025-08-06 10:31
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不發表任何聲 明,並明確表示概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 China Telecom Corporation Limited 中国电信股份有限公司 (於中華人民共和國註冊成立之股份有限公司) (股份編號:728) 海外監管公告 中國電信股份有限公司關於召開 2025 年中期業績說明會的公告 本公告乃根據香港聯合交易所有限公司證券上市規則第 13.10B 條而作出。 兹載列中國電信股份有限公司(「本公司」)在上海證券交易所網站刊登的《中國電信股份有 限公司關於召開 2025 年中期業績說明會的公告》,僅供參考。 承董事會命 中國電信股份有限公司 董事長兼首席執行官 柯瑞文 中國北京,2025 年 8 月 6 日 於本公告刊發之日的本公司董事會包括柯瑞文(董事長兼首席執行官);劉桂清(總裁兼首席 運營官);唐珂、李英輝(財務總監)(皆為執行副總裁);呂永鐘(非執行董事);吳嘉寧、 楊志威、陳東琪、呂薇(皆為獨立非執行董事)。 本公司董事会及全体董事保证本公告内容不存在 ...
中国电信(601728) - 中国电信股份有限公司关于召开2025年中期业绩说明会的公告
2025-08-06 09:30
证券代码:601728 证券简称:中国电信 公告编号:2025-024 中国电信股份有限公司 关于召开 2025 年中期业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 会议召开时间:2025 年 8 月 14 日(星期四) 下午 17:00-18:00 网络直播地址:上海证券交易所上证路演中心(网址: http://roadshow.sseinfo.com ) 、 路 演 中 平 台 ( 网 址 : https://www.roadshowchina.cn/w/meet/rj4B7V)同步直播 会议召开方式:现场交流、网络直播和文字互动 投资者可于 2025 年 8 月 7 日(星期四)至 2025 年 8 月 13 日(星期 三)16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或 通过公司邮箱 ir@chinatelecom-h.com 进行提问。公司将在说明会上 对投资者普遍关注的问题进行回答。 本次业绩说明会以现场交流、网络直播结合文字互动的形式召开。 公司管理层将针对 20 ...
里昂:成本控制料支持中资电讯股盈利与股息 首选中国移动(00941)
Zhi Tong Cai Jing· 2025-08-06 09:19
Core Viewpoint - The report from Citi indicates that Chinese telecom stocks are expected to show stable profitability and dividend returns despite a slowdown in revenue growth due to macroeconomic factors and market saturation [1] Industry Summary - The Chinese telecom sector is projected to experience a revenue growth slowdown to approximately 1% to 2% for the mid-2025 period, primarily influenced by weak industrial internet revenue and cautious customer behavior [1] - The demand for AI cloud products is rising due to the AI trend, but telecom operators' offerings in this area are not yet mature [1] - The mobile service revenue is facing pressures from market saturation and intensified competition [1] Company Summary - China Mobile (00941), China Telecom (00728), and China Unicom (00762) are expected to report mid-term service revenue growth of 1.3%, 1.1%, and 2.4%, reaching RMB 469 billion, RMB 249 billion, and RMB 180 billion respectively [1] - Net profit forecasts for these companies are projected to grow by 3.4%, 7%, and 8.8%, amounting to RMB 82.9 billion, RMB 23.3 billion, and RMB 15 billion respectively [1] - The anticipated dividend yield for China Mobile, China Telecom, and China Unicom is expected to be 6.4%, 5%, and 5.6% respectively [1] - Citi has selected China Mobile as the top pick due to its higher dividend yield and has assigned "outperform" ratings to China Mobile, China Telecom, and China Unicom with target prices of HKD 86, HKD 6.2, and HKD 9.5 respectively [1]
里昂:成本控制料支持中资电讯股盈利与股息 首选中国移动
智通财经网· 2025-08-06 09:17
Group 1 - The core viewpoint of the report is that the revenue growth of the Chinese telecommunications sector is expected to slow down to approximately 1% to 2% due to macroeconomic weakness and cautious customer behavior affecting industrial internet revenue [1] - Despite the AI boom driving demand for IDC, telecommunications companies' AI cloud products are not yet mature, and mobile service revenue is facing saturation and intensified competition [1] - The report anticipates that through strict cost control and a decrease in capital expenditures, net profit is expected to grow by 3% to 9%, with dividend yields maintained at an attractive level of 5% to 6% [1] Group 2 - China Mobile (00941), China Telecom (00728), and China Unicom (00762) are forecasted to achieve mid-term service revenue growth of 1.3%, 1.1%, and 2.4%, reaching RMB 469 billion, RMB 249 billion, and RMB 180 billion respectively [1] - Net profit predictions for these companies are 3.4%, 7%, and 8.8% growth, amounting to RMB 82.9 billion, RMB 23.3 billion, and RMB 15 billion respectively [1] - The expected annual dividend yield for China Mobile, China Telecom, and China Unicom is projected to be 6.4%, 5%, and 5.6% respectively [1] Group 3 - The report favors China Mobile as the top pick due to its higher dividend yield, assigning "outperform" ratings to China Mobile, China Telecom, and China Unicom with target prices of HKD 86, HKD 6.2, and HKD 9.5 respectively [1]
中证香港300通信服务指数报1576.85点,前十大权重包含中国电信等
Jin Rong Jie· 2025-08-06 07:44
Group 1 - The core viewpoint of the news is the performance of the China Securities Hong Kong 300 Communication Services Index, which has shown significant growth over various time frames, indicating a strong market trend in the communication services sector [1][2]. - The China Securities Hong Kong 300 Communication Services Index reported a 6.51% increase over the past month, a 17.10% increase over the past three months, and a year-to-date increase of 32.37% [1]. - The index is composed of various sectors, with the top ten weighted companies including Tencent Holdings (15.03%), NetEase-S (14.2%), China Mobile (13.61%), Baidu Group-SW (13.02%), and Kuaishou-W (12.73%) [1][2]. Group 2 - The index's sample composition shows that digital media accounts for 47.26%, telecommunications services for 29.87%, cultural entertainment for 16.05%, and other sectors making up the remainder [2]. - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2]. - Adjustments to the index samples occur in response to special events affecting the companies, such as mergers or changes in industry classification [2].