China Unicom(600050)

Search documents
中国联通(600050) - 2024 Q2 - 季度财报
2024-08-15 11:02
Dividend Distribution - The company plans to distribute a semi-annual dividend of RMB 0.2481 per share, with an expected total dividend of approximately RMB 3.335 billion from its holdings in China Unicom (Hong Kong) Limited[4] - After deducting operating expenses, taxes, and statutory reserves, the company will have approximately RMB 3.047 billion available for shareholder distribution[4] - The proposed cash dividend for shareholders is RMB 0.959 per 10 shares, totaling approximately RMB 3.0 billion[4] - The company expects to receive a dividend of approximately RMB 3.335 billion from its holdings in China Unicom (Hong Kong) Limited[4] - The company will deduct approximately RMB 170 million for operating expenses and taxes, and RMB 328 million for statutory reserves[4] - The company has RMB 570 million in distributable profits from the first half of 2024, contributing to the total available for distribution[4] - The dividend distribution plan is subject to approval at the company's shareholders' meeting[4] - The company will not distribute dividends to shares held in its repurchase account[4] - The total dividend distribution will remain unchanged even if the total share capital changes before the record date[4] - The company's dividend policy is in compliance with the Shanghai Stock Exchange's self-regulatory guidelines[4] - China Unicom proposed a semi-annual dividend of RMB 0.959 per 10 shares, totaling approximately RMB 3.0 billion[57] - China Unicom expects to receive a dividend of approximately RMB 33.35 billion from its subsidiary, with RMB 30.47 billion available for shareholder distribution after deductions[57] Financial Performance - Revenue for the reporting period (January to June) reached 197.34 billion yuan, a year-on-year increase of 2.9%[17] - Net profit attributable to shareholders of the listed company was 6.04 billion yuan, up 10.9% year-on-year[17] - Basic earnings per share (EPS) for the reporting period was 0.193 yuan, an increase of 10.9% compared to the same period last year[18] - Weighted average return on equity (ROE) was 3.62%, an increase of 0.24 percentage points year-on-year[18] - Total assets of the company amounted to 668.34 billion yuan, a slight increase of 0.8% compared to the end of the previous year[17] - Operating cash flow for the reporting period was 30.14 billion yuan, a decrease of 23.2% year-on-year[17] - Non-recurring gains and losses amounted to 980.4 million yuan, primarily due to government subsidies and asset disposal gains[19] - Revenue for the first half of 2024 reached RMB 197.3 billion, a year-on-year increase of 2.9%[25] - EBITDA for the first half of 2024 was RMB 54.9 billion, up 2.7% year-on-year[25] - Net profit attributable to the parent company was RMB 6 billion, a year-on-year increase of 10.9%[25] - Capital expenditure for the first half of 2024 was RMB 23.9 billion, down 13.4% year-on-year[25] - Revenue for the first half of 2024 reached 197.34 billion yuan, a year-on-year increase of 2.9%[38] - Profit for the first half of 2024 was 16.82 billion yuan, a year-on-year increase of 10.2%[38] - R&D expenses increased by 23.0% to 2.99 billion yuan in the first half of 2024[39] - The company's asset-liability ratio decreased by 1.1 percentage points to 44.9% as of June 30, 2024[38] - Revenue for the first half of 2024 reached RMB 197.34 billion, an increase from RMB 191.83 billion in the same period of 2023[101] - Operating profit for the first half of 2024 was RMB 15.98 billion, up from RMB 15.12 billion in the first half of 2023[101] - Net profit attributable to shareholders of the parent company for the first half of 2024 was RMB 6.04 billion, compared to RMB 5.44 billion in the same period of 2023[101] - R&D expenses for the first half of 2024 were RMB 2.99 billion, slightly higher than RMB 2.43 billion in the first half of 2023[101] - Interest income for the first half of 2024 was RMB 869.75 million, down from RMB 1.00 billion in the first half of 2023[101] - Credit impairment losses for the first half of 2024 were RMB 7.23 billion, significantly higher than RMB 3.24 billion in the same period of 2023[101] - Basic earnings per share for the first half of 2024 were RMB 0.193, up from RMB 0.174 in the first half of 2023[101] - Total comprehensive income for the first half of 2024 was RMB 13.98 billion, compared to RMB 12.96 billion in the same period of 2023[101] - Income tax expense for the first half of 2024 was RMB 3.07 billion, up from RMB 2.81 billion in the first half of 2023[101] - Other comprehensive income after tax for the first half of 2024 was RMB 225.76 million, down from RMB 502.50 million in the same period of 2023[101] - Sales revenue from goods and services received in cash for the first half of 2024 was RMB 179.38 billion, a slight increase from RMB 178.55 billion in the same period of 2023[102] - Net cash flow from operating activities for the first half of 2024 was RMB 30.14 billion, a decrease from RMB 39.24 billion in the same period of 2023[102] - Net cash flow from investing activities for the first half of 2024 was negative RMB 22.75 billion, an improvement from negative RMB 35.26 billion in the same period of 2023[102] - Net cash flow from financing activities for the first half of 2024 was negative RMB 9.30 billion, compared to negative RMB 7.16 billion in the same period of 2023[102] - Total comprehensive income for the first half of 2024 was RMB 13.98 billion, with RMB 6.14 billion attributable to the parent company and RMB 7.84 billion to minority interests[104] - Total equity as of June 30, 2024, was RMB 368.22 billion, an increase from RMB 357.94 billion at the beginning of the year[104] - Cash and cash equivalents at the end of June 2024 were RMB 45.85 billion, a decrease from RMB 47.74 billion at the beginning of the year[102] - The company allocated RMB 1.64 billion for profit distribution to shareholders during the first half of 2024[104] - Capital expenditures for the first half of 2024 amounted to RMB 32.08 billion, a slight decrease from RMB 33.21 billion in the same period of 2023[102] - The company received RMB 11.42 billion from other investment-related activities in the first half of 2024[102] - Total comprehensive income for 2023 reached RMB 5,661,551,306, with a significant portion attributed to minority interests at RMB 5,444,021,796[105] - Shareholder equity as of June 30, 2023, stood at RMB 357,489,505,373, reflecting an increase from the beginning of the year[105] - In 2024, the company reported a comprehensive income of RMB 1,825,425,804, contributing to the total shareholder equity of RMB 105,815,170,980 as of June 30, 2024[107] - The company allocated RMB 1,639,452,787 for profit distribution in 2024, primarily directed towards shareholder dividends[107] - Capital reserves increased by RMB 136,174,720 in 2024 due to shareholder contributions and adjustments related to restricted stock[107] - The company's total equity as of June 30, 2023, was RMB 105,076,833,172, with a comprehensive income of RMB 1,499,305,694 for the period[107] - A total of RMB 1,336,130,903 was allocated for profit distribution in 2023, mainly for shareholder dividends[107] - The company's capital reserves saw an increase of RMB 141,605,000 in 2023 due to equity-settled share-based payments[107] - The company's total equity as of January 1, 2023, was RMB 104,759,772,360, with a comprehensive income of RMB 1,499,305,694 for the period[107] - The company's total equity as of January 1, 2024, was RMB 105,487,974,963, reflecting an increase from the previous year[107] Telecommunications Market and User Data - Total mobile phone users in China reached approximately 1.78 billion by the end of June[20] - Internet broadband access users totaled 650 million by the end of June[20] - Telecom business revenue in China reached 894.1 billion yuan in the first half of the year, a year-on-year increase of 3.0%[20] - The company's 5G and gigabit network coverage has expanded, with fiber-to-the-home capabilities covering 500 million households[23] - The company's 5G user base and market share reached a four-year high, with increasing user penetration rates[21] - The company's IoT scale, particularly in 5G and Cat.1, remains a leading advantage[21] - The company's connected communication business achieved revenue of RMB 125.1 billion, a year-on-year increase of 2.1%[27] - The total number of connected users exceeded 1 billion, with mobile users reaching 340 million, a net increase of over 6 million, the highest in five years[27] - IoT connections surpassed 560 million, and broadband users reached 117 million, with integrated users exceeding 80 million[27] - The penetration rate of 5G package users exceeded 80%, and the penetration rate of gigabit broadband users exceeded 25%[27] Technology and Innovation - The company's AI and big data capabilities include a data computing engine with over 20,000 nodes and trillion-level real-time processing capacity[23] - The company's "5G+Industrial Internet" initiative is driving digital transformation across industries[24] - The company's cybersecurity measures have significantly improved, with enhanced fraud detection and prevention capabilities[24] - The company's cloud computing revenue reached RMB 31.7 billion, a year-on-year increase of 24.3%[28] - Data service revenue was RMB 3.2 billion, a year-on-year increase of 8.6%[28] - The company's international business revenue reached RMB 6 billion, a year-on-year increase of 8.4%, with IoT overseas connection revenue growing by 93.4%[31] - R&D investment increased by 13% year-on-year, focusing on network, data, and intelligence[32] - The company completed fixed asset investment of RMB 23.9 billion, with 5G mid-frequency base stations exceeding 1.31 million and low-frequency base stations reaching 780,000[34] - The company's blockchain TPS exceeded 100,000, ranking among the industry leaders[34] Environmental and Social Responsibility - The company has implemented a "3+5+1+1" carbon peak and carbon neutrality action plan, focusing on green and low-carbon development in communication network infrastructure[60] - China Unicom's intelligent energy-saving robots have been deployed in over 300 cities, saving more than 200 million kWh of electricity annually and reducing carbon emissions by over 110,000 tons[61] - The company has established green data center projects, including the first indirect evaporative cooling air conditioning project in Xinjiang and the first distributed energy project using gas cooling, heating, and power triple supply technology in Zhejiang[61] - China Unicom's self-developed OnePower integrated power system and intelligent dual-cycle modular room air conditioning have been deployed in multiple large data centers, reducing PUE from 1.8 to 1.28[62] - The company has allocated a budget of 230 million yuan for rural revitalization efforts, supporting 5 designated counties, 47 towns, and 1,152 villages[63] - China Unicom has provided 136.73 million yuan in non-reimbursable assistance funds to 4 designated counties for poverty alleviation and rural revitalization[63] - The company invested 42.16 million yuan in improving communication network coverage and information services[64] - The company introduced 145.14 million yuan in assistance funds to support comprehensive development in counties[64] - The company allocated 99.8 million yuan for 14 industrial assistance projects, focusing on high-quality development of local industries[64] - The company supported the transfer of 320 people from poverty-stricken areas to employment[64] - The company conducted training for 17,153 grassroots cadres, rural revitalization leaders, and technicians[64] - The company purchased 56.3 million yuan worth of agricultural products from poverty-stricken areas[65] - The company helped sell 144.15 million yuan worth of agricultural products from poverty-stricken areas[65] - The company organized over 40 online and offline training sessions for targeted assistance counties[64] - The company supported the establishment of 11 assistance workshops and 6 rural cooperatives[64] - The company promoted the development of local brands by integrating its own brand into regional industries[64] Financial and Investment Activities - Accounts receivable increased by 50.2% to 60.06 billion yuan due to the development of smart network and digital intelligence business[42] - Inventory increased by 89.6% to 4.20 billion yuan due to the needs of smart home and 5G business[42] - Capital expenditures for the first half of 2024 totaled 23.90 billion yuan[46] - The company's overseas assets amounted to 11.46 billion yuan, accounting for 1.7% of total assets[43] - The company's restricted bank deposits amounted to 4.43 billion yuan as of June 30, 2024[44] - The company's securities investment book value was 4.95 billion yuan as of June 30, 2024[47] - China Unicom received a cash dividend of RMB 0.7 billion from Telefónica in the first half of 2024[48] - China Unicom received a cash dividend of RMB 13.6 billion from China Tower and recorded an equity method investment income of RMB 12.3 billion in the first half of 2024[48] - China Unicom recorded an equity method investment income of RMB 8.6 billion from Zhaolian Consumer Finance in the first half of 2024[48] - The maximum daily deposit limit for China Unicom Group and its subsidiaries is RMB 8.2 billion, with a deposit interest rate range of 0.42% to 2.75%[74] - The total deposit balance at the end of the period for China Unicom Group and its subsidiaries is RMB 2.225 billion[74] - The loan limit for China Unicom Group and its subsidiaries is RMB 7.5 billion, with a loan interest rate of 2.25%[75] - The total loan balance at the end of the period for China Unicom Group and its subsidiaries is RMB 6.604 billion[75] - The credit line for China Unicom Group and its branches as of June 30, 2024, is RMB 15 billion, with RMB 8.2 billion already signed and RMB 6.6 billion in loan principal balance[77] - The total guarantee amount for subsidiaries during the reporting period is RMB 270.62 million, with a total guarantee balance of RMB 439.72 million[79] - The total guarantee amount (including subsidiaries) accounts for 0.1% of the company's net assets[79] - The company authorized non-financial guarantee services for subsidiaries, with a maximum guarantee balance not exceeding RMB 1.1 billion from March 19, 2024, to the approval of a new non-financial guarantee proposal in 2025[80] - In Q2 2024, the financial company provided 149 non-financial guarantees totaling RMB 184.58 million, with the guarantee balance not exceeding RMB 1 billion[80] - The total amount of non-financial guarantees issued to Zhongxun Post and Telecommunications Consulting & Designing Institute Co., Ltd. is 1,451,405.71 yuan, with individual guarantees ranging from 14,890.00 yuan to 1,180,575.00 yuan[81][82] - The total amount of non-financial guarantees issued to China United Network Communications Limited Chongqing Branch is 2,083,883.66 yuan, with individual guarantees ranging from 4,800.00 yuan to 630,573.22 yuan[81] - The total amount of non-financial guarantees issued to China United Network Communications Limited Yancheng Branch is 1,689,147.95 yuan, with individual guarantees ranging from 54,000.00 yuan to 1,373,180.67 yuan[82] - The total amount of non-financial guarantees issued to China United Network Communications Limited Wuhu Branch is 10,550,285.68 yuan, which is the largest single guarantee amount in the provided data[82] - The total amount of non-financial guarantees issued to China United Network Communications Limited Shijiazhuang Branch is 1,862,663.00 yuan, with individual guarantees ranging from 53,608.00 yuan to 287,000.00 yuan[82] - The total amount of non-financial guarantees issued to China United Network Communications Limited Taizhou Branch is 331,330.00 yuan, with individual guarantees ranging from 21,680.00 yuan to 309,650.00 yuan[82] - The total amount of non-financial guarantees issued to China United Network Communications Limited Suzhou Branch is 758,660.00 yuan[82] - The total amount of non-financial guarantees issued to China United Network Communications Limited Sichuan Branch is 158,800.80 yuan[82] - The total amount of non-financial guarantees issued to China United Network Communications Limited Shangrao Branch is 989,833.00 yuan[82] - The total amount of non-financial guarantees issued to China United Network Communications Limited Yichun Branch is 2,469,804.32 yuan[81] - The total amount of non-financial guarantees issued by the financial company to China United Network Communications Co
中国联通:中国联合网络通信股份有限公司第八届董事会第三次会议决议公告
2024-08-15 11:02
证券代码:600050 证券简称:中国联通 公告编号:2024-042 中国联合网络通信股份有限公司 第八届董事会第三次会议决议 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。 一、董事会会议召开情况 (一)本次董事会会议的召开符合法律、行政法规、部门规章、规范性 文件和《公司章程》的规定。 (二)本次会议的会议通知于2024年8月10日以电子邮件形式通知了公司 全体董事、监事以及其他参会人员。所有参会人员确认已经充分了解并知悉会 议审议事项和内容,无任何异议。 (三)本次会议于2024年8月15日在北京市西城区金融大街21号联通大厦 A2001会议室以现场、视频结合召开。 (四)会议应出席董事13名,亲自出席董事13名。会议出席情况符合《公 司章程》的规定。 (五)本次会议由董事长陈忠岳先生主持,全体监事和部分高级管理人 1 员等列席了本次会议。 二、董事会会议审议情况 本议案已经审计委员会事前审议通过。 (同意:13 票 反对:0 票 弃权:0 票) (二) 审议通过了《关于 2024 年半年度利润分配的议案》,同 ...
中国联通:中国联合网络通信股份有限公司董事会薪酬与考核委员会工作细则
2024-08-15 10:58
1 中国联合网络通信股份有限公司 董事会薪酬与考核委员会工作细则 董事会薪酬与考核委员会工作细则 2024年8月15日第八届董事会第三次会议审议通过 第一章 总 则 中国联合网络通信股份有限公司 2 第七条 薪酬与考核委员会中独立董事委员应当过薪酬与 考核委员会成员总数的半数。 第八条 薪酬与考核委员会设主任一名(并作为召集人), 由独立董事担任, 并由董事会任命,负责主持委员会工作。 第一条 为完善中国联合网络通信股份有限公司(以下简 称"公司")治理结构,提高公司治理水平,根据《中华人民 共和国公司法》《中华人民共和国证券法》《上市公司治理准 则》《上海证券交易所股票上市规则》《中国联合网络通信股 份有限公司章程》(以下简称《公司章程》)等有关规定, 制 定本工作细则。 第二条 薪酬与考核委员会是董事会下设的专门委员会, 对董事会负责,向董事会报告工作。 第三条 薪酬与考核委员会成员须保证足够的时间和精力 履行委员会的工作职责,勤勉尽责。 第四条 公司须为薪酬与考核委员会提供必要的工作条件, 配备专门人员或机构承担薪酬与考核委员会的工作联络、会议 组织、材料准备和档案管理等日常工作。薪酬与考核委员会履 行 ...
中国联通:中国联合网络通信股份有限公司董事会审计委员会工作细则
2024-08-15 10:58
中国联合网络通信股份有限公司 董事会审计委员会工作细则 2024年8月15日第八届董事会第三次会议审议通过 1 中国联合网络通信股份有限公司 董事会审计委员会工作细则 第 一 章 总 则 第一条 为完善中国联合网络通信股份有限公司(以下简 称"公司")治理结构,提高公司治理水平,推进公司法治建设, 根据《中华人民共和国公司法》《中华人民共和国证券法》《上 市公司治理准则》《企业内部控制基本规范》《上海证券交易所 股票上市规则》《上海证券交易所上市公司自律监管指引第1号— —规范运作》《中国联合网络通信股份有限公司章程》(以下简 称《公司章程》)等有关规定,结合公司实际情况,制定本 工作细则。 第二条 审计委员会是董事会下设的专门委员会,对董事 会负责,向董事会报告工作。 第三条 审计委员会成员须保证足够的时间和精力履行委 员会的工作职责,勤勉尽责,切实有效地监督公司的外部审计, 指导公司内部审计工作,促进公司建立有效的内部控制并提供 真实、准确、完整的财务报告。 第四条 公司须为审计委员会提供必要的工作条件,配备 专门人员或机构承担审计委员会的工作联络、会议组织、材 料准备和档案管理等日常工作。审计委员会履行 ...
中国联通:中国联合网络通信股份有限公司第七届监事会第十八次会议决议公告
2024-08-15 10:58
本公司监事会及全体监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。 一、监事会会议召开情况 第七届监事会第十八次会议决议 公 告 证券代码:600050 证券简称:中国联通 公告编号:2024-043 中国联合网络通信股份有限公司 (一)本次监事会会议的召开符合法律、行政法规、部门规章、规范 性文件和《公司章程》的规定。 (二)本次会议的会议通知于2024年8月10日以电子邮件形式通知了公 司全体监事以及其他参会人员。所有参会人员确认已经充分了解并知悉会 议审议事项和内容,无任何异议。 (三)本次会议于2024年8月15日在北京市西城区金融大街21号联通大 厦A2001会议室以现场、视频结合召开。 (四)会议应出席监事3名,亲自出席监事3名。会议出席情况符合《公 司章程》的规定。 (五)本次会议由监事会主席李翀先生主持。 二、监事会会议审议情况 (一) 审议通过了《关于 2024 年半年度报告的议案》,并请董事会 秘书及相关人员依据该报告编制公司 2024 年半年度报告摘要,监事会认 为: 1、公司2024年半年报编制和审议程序符合法律、法规、 ...
中国联通:中国联合网络通信股份有限公司关于修订公司相关治理制度的公告
2024-08-15 10:58
为进一步完善公司治理制度,中国联合网络通信股份有限公司(以下称 "公司"或"本公司")根据《中华人民共和国公司法》《上市公司独立董 事管理办法》《上海证券交易所上市公司自律监管指引第 1 号——规范运作》 等法律法规、规范性文件有关要求,本公司拟对公司相关治理制度进行修订, 包括: 1. 重订《中国联合网络通信股份有限公司独立董事工作细则》(以下简 称《独董工作细则》),相关事宜已经公司第八届董事会第三次会议审议通 过。 证券代码:600050 证券简称:中国联通 公告编号:2024-045 中国联合网络通信股份有限公司 关于修订公司相关治理制度的公告 详见与本公告同日登载在上海证券交易所网站及本公司网站的《独董工 作细则》。 1 三、《审计委员会工作细则》拟修订如下: | 序 | | 原条款 | 修订后 | | | --- | --- | --- | --- | --- | | 号 | 条目 | 条款内容 | 条目 条款内容 | | | 1 | 第一条 | 为完善中国联合网络通信股份有限公 | 为完善中国联合网络通信股份有限公司 第一条 | | | | | 司(以下简称"公司")治理结构,提 | | (以下 ...
中国联通:中国联合网络通信股份有限公司董事会提名委员会工作细则
2024-08-15 10:58
1 中国联合网络通信股份有限公司 董事会提名委员会工作细则 第一章 总 则 第一条 为规范中国联合网络通信股份有限公司(以下简 称"公司")董事会提名委员会的组织、职责及工作程序,选 拔合资格的董事及高级管理人员,完善公司治理结构,根据 《中华人民共和国公司法》《上海证券交易所股票上市规则》 《中国联合网络通信股份有限公司章程》(以下简称《公司章 程》)等有关规定,制定本工作细则。 第二条 提名委员会是董事会下设的专门委员会,对董事 会负责,向董事会报告工作。 中国联合网络通信股份有限公司 董事会提名委员会工作细则 2024年8月15日第八届董事会第三次会议审议通过 第三条 提名委员会成员须保证足够的时间和精力履行委 员会的工作职责,勤勉尽责,并应遵守适用法律法规、《公司 章程》及本规则的要求,并依法接受政府相关部门和公司监事 会的监督。 第四条 本工作细则所称高级管理人员含义与《公司章程》 中该等名词含义相同。 第二章 提名委员会的人员组成 第五条 提名委员会由至少三名公司董事组成,其中独立 董事过半数,人数及变更调整由董事会确定。 第六条 提名委员会全部成员均须具有能够胜任提名委员 会工作职责的专业知识和 ...
中国联通:中国联合网络通信股份有限公司关于召开2024年度中期业绩说明会的公告
2024-08-09 10:35
(https://ijinzheng.com/liveDetail?id=169)平台同步直播 会议召开方式:网络直播(业绩说明环节)及文字互动(问答环节) 投资者可于即日起至 2024 年 8 月 13 日(星期二)16:00 前登录上证 路演中心网站首页,点击"提问预征集"栏目 证券代码:600050 证券简称:中国联通 公告编号:2024-041 中国联合网络通信股份有限公司 关于召开 2024 年度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:2024 年 8 月 15 日(星期四) 17:00-18:30 网络直播地址:上海证券交易所上证路演中心 (http://roadshow.sseinfo.com)、本公司网站 (http://www.chinaunicom-a.com)、中国联通 APP 和"牛牛数据" (http://roadshow.sseinfo.com/questionCollection.do)或通过公 司邮箱 ir@chinaunicom.cn ...
中国联通点评报告:合作伙伴大会强化第二增长曲线逻辑
ZHESHANG SECURITIES· 2024-08-08 05:23
中国联通(60000) 证券研究报告 | 公司总评 | 通信服务 报告日期: 2024 年 08 月 08 日 合作伙伴大会强化第二增长曲线逻辑 一中国联通点评报告 被资费点 □ 李仲:近日中国联通在举办合作伙伴大会,大会内客主委集中在其力网络、人 工有能、教育创新、网络关全、生态合作等方向,无分展现了公司战略升级、 向前发展的决心,我化了美网教育业务成为公司第二增长市线的投资理样. 口 夯实联网通估业务延续基本金稳使增长 面对技术演进和宽求,公司持续加强新型基础设施建设。加快 5G-A 规模带累, 年内全国命署栽法聚合、全网全频具备 RedCap 能力; 升级 AIoT 能力,提高物 联网终端种模组的智能化水平;推进天地一体,积极助力卫星互联网商用,打造 更加敏捷、高效、智能的泛在智联网络。打造高通查、高性能、高智能的算力智 联网。 公司持续夯实联网通信业务基本盘。截至 2024 年 6 月,公司"大联接"用户累 计达到 10.66 亿户,5G 泰餐用户数达到 2.76 亿户,物联网终站连接数达到 5.62 亿户。基于虎大的用户基础,公司积极拓展数智生活新场景,推出一系列支持计 划,构"门店支持"、"消费支 ...
中国联通:算网生态战略部署,数智融合加速转型
GOLDEN SUN SECURITIES· 2024-07-25 05:01
证券研究报告 | 公司点评 2024 年 07 月 25 日 中国联通(600050.SH) 算网生态战略部署,数智融合加速转型 事件:7 月 19 日,2024 年联通合作伙伴大会–算网生态大会在上海召开。 大会以"算网筑基拥抱智能共促生态发展"为主题,全面展示了中国联通在 智算领域的全方位升级;同时发布三大车联网创新产品和联通人车家生活全 生态平台,加速了向科技服务企业的转型。 ➢ 算网数智业务稳步发展: 人工智能是公司重要的战略方向,公司携手产业链合作伙伴,共同创建算网 生态。第一曲线业务,即以联网通信为基础的传统业务趋于稳定。第二曲线 业务,即以算网数智为代表的新兴业务蒸蒸日益蓬勃。2023 年公司第二曲 线业务营收达 752 亿元,占比 23.5%,高出同期行业平均值 2.3 个百分点。 在人工智能催化传统行业发展的时代背景下,公司在传统运营商中呈现出发 力早,战略部署快,业务占比高等特点。此次生态大会,围绕"算力筑基、 智联互通、算网能力"三方面部署国内战略大局。 算力筑基,提供算网动力,推出五大产品,三大服务,成为智算"筑基者"。 为了打造算力新供给,公司部署上海、呼和浩特算力万卡集群,全网智能 ...