中国联通：拟注销5.13亿股已回购股份 财联社10月22日电，中国联通公告，公司拟将回购专用证券账户 公司股份5.13亿股全部予以注销并相应减少公司注册资本。 该事项尚待提交股东大会审议。 回购股份注销后，公司股份结构将发生变化，有限售条件的流通股占比将由2.63%提升至2.67%，无限 售条件的流通股占比将由97.37%降低至97.33%。 查看公告原文 ...

Financial Performance - Revenue for the third quarter was RMB 92.78 billion, a year-on-year increase of 3.3%[1] - Net profit attributable to shareholders of the listed company was RMB 2.30 billion, up 7.7% year-on-year[1] - Revenue for the first three quarters of 2024 reached RMB 290.12 billion, a year-on-year increase of 3.0%[8] - Net profit attributable to the parent company was RMB 8.34 billion, a year-on-year increase of 10.0%[8] - Total operating revenue for the first three quarters of 2024 reached 290.12 billion yuan, an increase from 281.69 billion yuan in the same period of 2023[13] - Net profit attributable to the parent company's shareholders was 8.34 billion yuan, up from 7.58 billion yuan in the same period of 2023[14] - Net profit for the first three quarters of 2024 was RMB 5.17 billion, up from RMB 4.25 billion in the same period of 2023[19] - Earnings per share (basic) increased to 0.267 yuan from 0.242 yuan in the same period of 2023[14] - Total comprehensive income for the first three quarters of 2024 was 19.36 billion yuan, up from 17.77 billion yuan in the same period of 2023[14] Asset and Liability Management - Total assets as of the end of the reporting period were RMB 671.53 billion, an increase of 1.3% compared to the end of the previous year[2] - Equity attributable to shareholders of the listed company increased by 4.5% to RMB 166.35 billion[2] - Total assets as of the end of Q3 2024 stood at 671.53 billion yuan, slightly up from 662.84 billion yuan at the end of 2023[11] - Fixed assets decreased to 300.51 billion yuan from 304.91 billion yuan at the end of 2023[11] - Total liabilities decreased to 302.16 billion yuan from 304.91 billion yuan at the end of 2023[11] - Total assets as of September 30, 2024, were RMB 111.30 billion, an increase from RMB 107.57 billion at the end of 2023[18] - Long-term equity investments as of September 30, 2024, were RMB 102.30 billion, slightly up from RMB 102.11 billion at the end of 2023[18] Cash Flow and Investment Activities - Operating cash flow for the first three quarters of 2024 was RMB 58.25 billion, a decrease from RMB 67.70 billion in the same period of 2023[16] - Net cash flow from investment activities for the first three quarters of 2024 was negative RMB 40.01 billion, an improvement from negative RMB 46.33 billion in the same period of 2023[16] - Net cash flow from financing activities for the first three quarters of 2024 was negative RMB 16.46 billion, slightly better than negative RMB 17.37 billion in the same period of 2023[16] - Total cash and cash equivalents at the end of September 2024 were RMB 49.46 billion, down from RMB 59.50 billion at the end of September 2023[16] - Operating cash flow increased to RMB 46,289,235 in the first nine months of 2024, up from RMB 8,732,827 in the same period of 2023[20] - Investment cash inflow reached RMB 1,796,096,108 in the first nine months of 2024, compared to RMB 1,488,189,332 in the same period of 2023[20] - Financing cash outflow was RMB 1,639,452,787 in the first nine months of 2024, slightly higher than RMB 1,337,823,711 in the same period of 2023[21] - Net increase in cash and cash equivalents was RMB 202,932,556 in the first nine months of 2024, up from RMB 159,098,448 in the same period of 2023[21] Business Development and User Growth - Mobile users reached 345 million, with a net increase of 11.23 million, the highest in nearly six years[8] - 5G package users reached 286 million, with a penetration rate of 83%[8] - IoT connections reached 594 million, with a net increase of nearly 100 million[8] - Fixed-line broadband users reached 121 million, with a net increase of 7.12 million[8] - Revenue from Unicom Cloud reached RMB 43.86 billion, a year-on-year increase of 19.5%[9] - Data center revenue reached RMB 19.69 billion, a year-on-year increase of 6.8%[9] - 5G industry virtual private network served 14,013 customers[9] - 5G mid-frequency base stations reached 1.36 million, and 4G mid-frequency shared base stations exceeded 2 million[9] Guarantees and Financial Support - The company's non-financing guarantee limit increased to RMB 1.1 billion in 2024, up from RMB 500 million in 2023[22] - In Q3 2024, the company provided 410 non-financing guarantees totaling RMB 457,254,814.51, with the guarantee balance not exceeding RMB 1 billion[22] - The total amount of guarantees provided by the financial company to China Unicom (Guangdong) Industrial Internet Co., Ltd. is RMB 50,611,200 for the period from 2024-08-12 to 2026-08-06[17] - China Unicom (Guangdong) Industrial Internet Co., Ltd. received a guarantee of RMB 2,527,555 for the period from 2024-08-22 to 2024-10-22[15] - A guarantee of RMB 1,204,800 was issued to China Unicom (Guangdong) Industrial Internet Co., Ltd. for the period from 2024-08-14 to 2025-02-28[16] - China Unicom (Jiangsu) Industrial Internet Co., Ltd. received a guarantee of RMB 708,000 for the period from 2024-09-27 to 2025-03-31[20] - A guarantee of RMB 2,368,000 was provided to China Unicom (Shanghai) Industrial Internet Co., Ltd. for the period from 2024-07-29 to 2028-06-30[37] - China Unicom (Zhejiang) Industrial Internet Co., Ltd. received a guarantee of RMB 280,000 for the period from 2024-09-26 to 2025-02-20[38] - A guarantee of RMB 2,506,666.40 was issued to China Unicom Digital Technology Co., Ltd. for the period from 2024-09-20 to 2024-10-26[45] - China Unicom Digital Technology Co., Ltd. received a guarantee of RMB 1,728,376.73 for the period from 2024-08-21 to 2024-08-28[49] - A guarantee of RMB 1,297,680 was provided to China Unicom Digital Technology Co., Ltd. for the period from 2024-09-13 to 2024-10-30[46] - China Unicom (Jiangsu) Industrial Internet Co., Ltd. received a guarantee of RMB 359,144.81 for the period from 2024-07-19 to 2025-03-30[25] - The total amount of guarantees issued by the financial company to China Unicom Digital Technology Co., Ltd. is 34,400.00 yuan, starting from 2024-08-16 and ending on 2027-09-11[24] - A guarantee of 299,996.30 yuan was issued to China Unicom Digital Technology Co., Ltd., starting from 2024-08-06 and ending on 2024-12-31[24] - A guarantee of 627,052.03 yuan was issued to China Unicom Digital Technology Co., Ltd., starting from 2024-08-06 and ending on 2024-11-30[24] - A guarantee of 1,199,003.12 yuan was issued to China Unicom Digital Technology Co., Ltd., starting from 2024-07-19 and ending on 2024-08-31[24] - A guarantee of 268,500.00 yuan was issued to China Unicom Digital Technology Co., Ltd., starting from 2024-07-19 and ending on 2025-07-19[24] - A guarantee of 200,000.00 yuan was issued to China Unicom Digital Technology Co., Ltd., starting from 2024-07-12 and ending on 2025-07-01[24] - A guarantee of 1,452,000.00 yuan was issued to China Unicom Digital Technology Co., Ltd., starting from 2024-07-12 and ending on 2024-08-15[24] - A guarantee of 1,152,251.16 yuan was issued to China Unicom Digital Technology Co., Ltd., starting from 2024-07-12 and ending on 2024-09-17[24] - Multiple guarantees of 1,040.00 yuan each were issued to China Unicom Digital Technology Co., Ltd., starting from 2024-07-03 and ending on 2025-07-01[24] - Two guarantees of 41,040.00 yuan each were issued to China Unicom Digital Technology Co., Ltd., starting from 2024-07-03 and ending on 2025-07-01[24] - Financial company provided guarantees totaling 1,040.00 yuan to China Unicom Digital Technology Co., Ltd. for multiple transactions starting from 2024-07-03 to 2025-07-01[91][93][94][95][96][97][98][99][100][101][102][103][105][106][107][108][109][110][111][112][113][114][115][116][117][119][120][121][122][123][124][125][126][127][128][129][130] - Financial company provided a larger guarantee of 41,040.00 yuan to China Unicom Digital Technology Co., Ltd. for transactions starting from 2024-07-03 to 2025-07-01[92][104][118] - Financial company issued multiple guarantees to China Unicom Digital Technology Co., Ltd., with amounts ranging from 1,040.00 to 41,040.00 yuan, valid from July 2024 to July 2025[26] - The majority of guarantees issued were for 1,040.00 yuan, with a few exceptions at 41,040.00 yuan[26] - All guarantees were issued by the financial company and directed towards China Unicom Digital Technology Co., Ltd.[26] - The guarantees cover a one-year period, starting in July 2024 and ending in July 2025[26] - The total number of guarantees listed in the document is 40, with consistent terms and conditions[26] - The guarantees are categorized under the same type, as indicated by the "同上" notation[26] - The guarantees are evenly distributed across the specified period, with no significant variations in terms[26] - The document highlights the financial company's role in supporting China Unicom Digital Technology Co., Ltd. through these guarantees[26] - The guarantees are part of a broader financial strategy, as evidenced by the repetitive nature of the entries[26] - The document provides a detailed breakdown of the guarantees, including start and end dates, amounts, and types[26] - Financial company issued guarantees totaling 1,040.00 yuan each for Unicom Digital Technology Co., Ltd., with start dates from 2024-07-02 to 2025-07-01[27] - Two larger guarantees of 41,040.00 yuan each were issued for Unicom Digital Technology Co., Ltd., with the same start and end dates[27] - A total of 210 guarantees were issued by the financial company for Unicom Digital Technology Co., Ltd., with the majority being 1,040.00 yuan each[27] - The company issued a total of 40 guarantees for Unicom Digital Technology Co., Ltd., with each guarantee amounting to 1,040.00 yuan, except for four guarantees which were 41,040.00 yuan each[28] - The guarantees for Unicom Digital Technology Co., Ltd. are valid from July 2, 2024, to July 1, 2025[28] - The total amount of guarantees issued for Unicom Digital Technology Co., Ltd. is 104,000.00 yuan, with four larger guarantees totaling 164,160.00 yuan[28] - The total amount of guarantees issued by the financial company to China Unicom Digital Technology Co., Ltd. is RMB 1,040.00 for each of the 14 entries, covering the period from 2024-07-02 to 2025-07-01[251-264] - A significant guarantee of RMB 3,911,080.00 was issued to China Unicom Digital Technology Co., Ltd., valid from 2024-07-01 to 2024-08-27[265] - Guarantees for China Unicom Digital Technology Co., Ltd. Guangdong Branch include amounts ranging from RMB 490.00 to RMB 4,000,000.00, with varying validity periods[271-280] - A substantial guarantee of RMB 22,920,120.00 was issued to China Unicom Digital Technology Co., Ltd. Inner Mongolia Branch, valid from 2024-08-08 to 2027-03-24[287] - Guarantees for China Unicom Digital Technology Co., Ltd. Guizhou Branch include amounts of RMB 5,790,895.50 and RMB 349,897.20, with validity periods from 2024-09-14 to 2026-09-30 and 2024-09-14 to 2024-12-31 respectively[281-282] - A guarantee of RMB 952,340.40 was issued to China Unicom Digital Technology Co., Ltd. Jiangsu Branch, valid from 2024-07-17 to 2025-08-30[285] - Guarantees for China Unicom Digital Technology Co., Ltd. Inner Mongolia Branch include amounts of RMB 42,000.00, RMB 118,550.00, and RMB 161,000.00, with varying validity periods[286, 288-289] - A guarantee of RMB 50,000.00 was issued to China Unicom Digital Technology Co., Ltd. Henan Branch, valid from 2024-07-10 to 2025-07-10[284] - A guarantee of RMB 24,900.00 was issued to China Unicom Digital Technology Co., Ltd. Qinghai Branch, valid from 2024-07-02 to 2025-07-04[290] - The total amount of guarantees issued by the financial company to various subsidiaries of China United Network Communications Limited is approximately RMB 14.5 million, with the largest single guarantee being RMB 1.84 million for China United Network Communications Limited[328] - The guarantee for China United Network Communications Limited Anhui Branch amounts to RMB 38,132.50, with two separate guarantees of RMB 18,804.00 and RMB 19,328.50[329][330] - The guarantee for China United Network Communications Limited is RMB 1.46 million, with a duration from 2024-09-23 to 2027-08-31[325] - The guarantee for China United Network Communications Limited is RMB 175,000.00, with a duration from 2024-09-09 to 2026-08-09[326] - The guarantee for China United Network Communications Limited is RMB 447,396.00, with a duration from 2024-08-09 to 2025-08-31[327] - The guarantee for China United Network Communications Limited is RMB 1.84 million, with a duration from 2024-07-24 to 2025-07-30[328] - The guarantee for China United Network Communications Limited Anhui Branch is RMB 18,804.00, with a duration from 2024-09-26 to 2024-12-31[329] - The guarantee for China United Network Communications Limited Anhui Branch is RMB 19,328.50, with a duration from 2024-09-26 to 2024-12-31[330] - The guarantee for China United Network Communications Limited is RMB 1.46 million, with a duration from 2024-09-23 to 2027-08-31[325] - The guarantee for China United Network Communications Limited is RMB 175,000.00, with a duration from 2024-09-09 to 2026-08-09[326] - The total amount of guarantees issued by the financial company to China United Network Communications Co., Ltd. Anhui Branch is RMB 4,724,896.40, covering multiple transactions from September 2024 to June 2026[331-336] - A significant guarantee of RMB 25,130,500.00 was issued to China United Network Communications Co., Ltd. Hangzhou Branch, valid from July 2024 to September 2024[345] - China United Network Communications Co., Ltd. Fuzhou Branch received a guarantee of RMB 4,778,036.00, effective from July 2024 to October 2024[340] - The financial company provided a guarantee of RMB 1,354,752.00 to China United Network Communications Co., Ltd. Jinhua Branch, valid from August 2024 to December 2024[359] - A guarantee of RMB 1,357,440.00 was issued to China United Network Communications Co., Ltd. Lu'an Branch, effective from August 2024 to September 2024[364] - China United Network Communications Co., Ltd. Nanchang Branch received a guarantee of RMB 1,378,349.60, valid from September 2024 to December 2025[366] - The financial company issued a guarantee of RMB 381,818.69 to China United Network Communications Co., Ltd. Nantong Branch, effective from July 2024 to July 2025[369] - A guarantee of RMB 592,300.00 was provided to China United Network Communications Co., Ltd. Ji'an Branch, valid from July 2024 to July 2029[357] - China United Network Communications Co., Ltd. Hohhot Branch received a guarantee of RMB 466,566

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公司近一年市场表现 市场数据：2024 年 8 月 16 日 收盘价（元）： 4.73 总股本（亿股）： 318.01 流通股本（亿股）： 309.66 流通市值（亿元）： 1,464.68 基础数据：2024 年 6 月 30 日 每股净资产（元）： 11.58 每股资本公积（元）： 2.59 每股未分配利润（元）： 1.69 资料来源：最闻 执业登记编码：S0760523050002 邮箱：gaoyuyang@sxzq.com 张天 执业登记编码：S0760523120001 邮箱：zhangtian@sxzq.com 赵天宇 执业登记编码：S0760524060001 邮箱：zhaotianyu@sxzq.com 电信运营Ⅲ 中国联通（600050.SH） 买入-A(维持) 业绩保持双位数增长，"三个向新"构筑稳健运营底座 2024 年 8 月 19 日 公司研究/公司快报 事件描述： 中国联通发布 2024 年半年度报告。2024H1，公司实现营业收入 1973 亿 元，同比+2.9%；其中，服务收入 1,757 亿元，同比+2.7%。实现利润总额 168 亿元，同比+10.2%；归母净利润 60 亿 ...

程苏月董事长介绍公司2024年中期业绩有请董事长尊敬的投资者分析师媒体朋友们女士们先生们大家下午好欢迎大家蒞临中国联通2024年中期业绩发布会7月19日我们以向心同性共创智能新时代为主题召开了合作伙伴大会 发布了远景大模型算力质联网等一系列创新成果今天我们在会场特意安排了百年传承三四向心的历史展览和业务展示希望能够帮助大家进一步了解中国联通今天上半年公司经营业绩稳中有进高质量发展的基础更加扎实主要体现在 一是收入规模稳健增长上半年实现营业收入1973亿元同比增长2.9%主营业务收入1757亿元同比增长2.7%二是盈利能力持续提升实现利润总额168亿元同比增长10.2%连续八年实现 两位数增长面对新一轮科技革命和产业变革的巨大机遇我们着力推进网络向心技术向心服务向心加快发展新制生产力创造联网通信新价值开拓算网数字新蓝海我们持续加强新型基础设施建设推进网络向心 坚持网页协同 精准投入上半年完成固定资产投资239亿元投资规模稳中有降投资效能持续提升为公司高质量发展奠定了扎实基础上半年我们投资的重点领域是互联网 算力网 数据网这三张网在互联网方面 一是持续提升移动互联网覆盖水平上半年5G中频基站达到131万站低频基站 ...

尊敬的投资者分析师媒体朋友们女士们先生们大家下午好欢迎大家蒞临中国联通2024年中期业绩发布会7月19日我们以向心同性共创智能新时代为主题召开了合作伙伴大会 发布了远景大模型算力质联网等一系列创新成果今天我们在会场特意安排了百年传承三四向心的历史展览和业务展示希望能够帮助大家进一步了解中国联通今天上半年公司经营业绩稳中有进高质量发展的基础更加扎实主要体现在 一是收入规模稳健增长上半年实现营业收入1973亿元同比增长2.9%主营业务收入1757亿元同比增长2.7%二是盈利能力持续提升实现利润总额168亿元同比增长10.2%连续八年实现 两位数增长面对新一轮科技革命和产业变革的巨大机遇我们着力推进网络向心技术向心服务向心加快发展新制生产力创造联网通信新价值开拓算网数字新蓝海我们持续加强新型基础设施建设推进网络向心 坚持网页协同 精准投入上半年完成固定资产投资239亿元投资规模稳中有降投资效能持续提升为公司高质量发展奠定了扎实基础上半年我们投资的重点领域是互联网 算力网 数据网这三张网在互联网方面 一是持续提升移动互联网覆盖水平上半年5G中频基站达到131万站低频基站达到78万站4G中频基站超过200万网络能力不断 ...

证券研究报告 非金融公司|公司点评|中国联通（600050） 2024 年半年报点评： 盈利能力持续提升，联接规模突破十亿 请务必阅读报告末页的重要声明 glzqdatemark1 2024年08月18日 证券研究报告 |报告要点 公司发布 2024 年半年度报告，营业收入为 1973.4 亿元，同比增长 2.9%；归母净利润为 60.4 亿元，同比增长 10.9%；扣非归母净利润为 50.6 亿元，同比增长 3.8%。公司资本开支下降， 盈利能力提升。联接规模首破 10 亿，融合价值百元以上。中期股息同比增长 20.5%，联通红 筹分红派息率达到 55%。鉴于公司盈利能力提升，我们给予"买入"评级。 |分析师及联系人 张宁 张建宇 SAC：S0590523120003 SAC：S0590524050003 请务必阅读报告末页的重要声明 1 / 5 非金融公司|公司点评 glzqdatemark2 2024年08月18日 中国联通(600050) 2024 年半年报点评： 盈利能力持续提升，联接规模突破十亿 | --- | --- | |------------|---------------| | 行 业： ...

港股通 证券研究报告 中国联通 (762 HK/600050 CH) 利润双位数增长，盈利能力持续提升 762 HK 600050 CH 投资评级： 买入(维持) 增持(维持) 目标价： 港币：8.04 人民币：6.49 华泰研究 中报点评 2024 年 8 月 16 日│中国内地/中国香港 通信运营 1H24 利润双位数增长，推动网络向新/技术向新/服务向新 1H24 公司 A 股营收为 1973.41 亿元（同比+3%）；A 股归母净利润为 60.39 亿元（同比+11%）。公司 2024 年中期派息 0.248 元/股，派息率达到 55%。 我们看好公司在数字中国建设背景下的发展，预计公司 A 股 24-26 年 BPS 为 5.41/5.77/6.17 元，H 股 24-26 年 BPS 为 12.12/12.82/13.60 元，参考 全球运营商彭博一致预期 2024 年 PB 平均值 1.34 倍，考虑到公司当前派息 率（55%）低于可比公司均值（70%），给予其 A 股 1.2 倍 2024 年 PB，对 应目标价 6.49 元，维持"增持"评级；考虑到美国 13959 号行政令的影响， 给予 ...

中国联通（600050.SH）2024 年半年报点评 半年报利润双位数增长兑现，联网算网业务均衡发展 2024 年 08 月 17 日 ➢ 事件。2024H1 公司实现营业收入 1973 亿元，同比增长 2.9%；实现归母 净利润 60.4 亿元，同比增长 10.9%。2024Q2 公司实现 978.5 亿元，同比增长 3.42%；实现归母净利润 35.9 亿元，同比增长 13.0%。 ➢ 中期兑现利润双位数增长目标，联网算网收入稳健增长。2024H1 公司联网 通信业务实现 1251 亿元，同比增长 2.1%，算网数智业务实现 435 亿元，同比 增长 6.6%。2024H1 公司大连接用户整体规模达到 10.7 亿户，其中移动用户规 模 3.39 亿，同比增长 3.5%，5G 用户达到 2.8 亿，同比增长 18.7%，5G 用户 渗透率超过 80%，融合用户 ARPU 实现 103 元。同期宽带用户达到 1.17 亿， 千兆宽带渗透率 25%。算网数智业务中，联通云实现收入 317 亿元，同比增长 24.3%；数据中心实现收入 131 亿元，同比增长 5.0%；数据服务实现收入 32 亿 元，同比增长 ...

公司报告 | 半年报点评 经营发展稳中有进，利润实现双位数增长 事件：公司发布 2024 年半年报，24H1 公司营业收入 1973 亿元，同比增长 2.9%，其中主营业务收入 1757 亿元，同比增长 2.7%，EBITDA 达 549 亿元， 同比增长 2.7%，利润总额 168 亿元，同比增长 10.2%，归母净利润 60 亿元， 同比增长 10.9%，连续 8 年实现双位数增长，盈利能力逐年攀升。 我们的点评如下： 联网通信业务稳盘提质，算网数智业务扩盘增效 联网通信业务 24H1 收入 1251 亿元，同比增长 2.1%。公司联网用户的规模 和价值实现"双提升"。一是联接数量稳步增长，上半年净增近 8000 万， 总规模突破 10 亿。其中，移动用户净增超 600 万户，总用户达到 3.4 亿户， 净增规模创近五年同期新高；物联网联接数超过 5.6 亿；宽带用户继续稳 步增长，达到 1.17 亿户，其中融合用户突破 8000 万户。二是用户结构进 一步优化，5G 套餐用户渗透率超过 80%，千兆宽带用户渗透率超过 25%； 价值经营成效显现，融合用户 ARPU 达到 103 元。 算网数智业务 24 ...