中国电信(601728.SH)公告称，2025年上半年实现营业收入2694.22亿元，同比增长1.3%；实现归属于上 市公司股东的净利润230.2亿元，同比增长5.5%。公司拟按照2025年中期归属于公司股东的净利润人民 币230.2亿元的72%向全体股东分配股息，合计人民币165.8亿元。以实施权益分派股权登记日当日登记 的总股本为基数，向全体股东派发每股人民币0.1812元股息（含税）。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

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） 董事名單與其角色和職能 中國電信股份有限公司董事會（「董事會」）成員載列如下: 執行董事 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 (執行副總裁) 李英輝 (執行副總裁、財務總監兼董事會秘書) 非執行董事 呂永鐘 獨立非執行董事 吳嘉寧 楊志威 陳東琪 呂薇 1 董事會設立 3 個委員會。各委員會成員載列如下: 審核委員會 吳嘉寧（主席） 楊志威 陳東琪 呂薇 薪酬委員會 楊志威 （主席） 吳嘉寧 陳東琪 呂薇 提名委員會 陳東琪（主席） 吳嘉寧 楊志威 呂薇 中國北京，2025 年 8 月 14 日 2 ...

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14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）。 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) 委任薪酬委員會和提名委員會委員 中國電信股份有限公司（「本公司」）董事會（「董事會」）宣佈，本公司獨立非執行董事陳東 琪先生獲委任為本公司董事會薪酬委員會委員，本公司獨立非執行董事呂薇女士獲委任為本公 司董事會提名委員會委員，自2025年8月14日起生效。 ...

公司按照2025年中期归属于公司股东的净利润人民币230.2亿元的72%向全体股东分配股息，合计人民 币165.8亿元，以实施权益分派股权登记日当日登记的总股本为基数，向全体股东派发每股人民币0.1812 元股息（含税）。 上半年营业收入为2694.22亿元，同比增长1.3%；净利润为230.17亿元，同比增长5.5%。 中国电信公告，2025年上半年营业收入为2694.22亿元，同比增长1.3%；净利润为230.17亿元，同比增 长5.5%。 ...

Core Insights - China Telecom reported approximately 433 million mobile users in Q2 2025, with a net increase of 3.24 million users during the quarter [1] - The number of 5G network users reached approximately 282 million, with a net increase of 15.81 million users in the same period [1] - The company had around 199 million fixed broadband users, with a net increase of 490,000 users in Q2 2025 [1]

Core Viewpoint - China Telecom (601728) reported a mid-term performance for the period ending June 30, 2025, showing a revenue of RMB 271.469 billion, a year-on-year increase of 1.3%, and a net profit attributable to shareholders of RMB 23.017 billion, up 5.52% year-on-year [1] Financial Performance - The company proposed an interim dividend of RMB 0.1812 per share [1] - Mobile communication service revenue reached RMB 106.6 billion, growing by 1.3% year-on-year [1] - Fixed-line and smart home service revenue amounted to RMB 64.1 billion, with a slight increase of 0.2% year-on-year [1] - The total number of mobile users reached 433 million, while broadband users reached 199 million [1] - Mobile ARPU (Average Revenue Per User) stood at RMB 46.0, and broadband comprehensive ARPU was RMB 48.3 [1] Business Segments - Revenue from industrial digitalization reached RMB 74.9 billion, with AIDC (Artificial Intelligence Data Center) revenue growing by 7.4% year-on-year [1] - Key products in strategic emerging sectors showed rapid growth, with Tianyi Cloud revenue at RMB 57.3 billion [1] - Smart revenue surged to RMB 6.3 billion, marking an impressive year-on-year growth of 89.4% [1] - Security revenue increased by 18.2% year-on-year to RMB 9.1 billion [1] - Video network revenue grew by 46.2% year-on-year, while satellite revenue increased by 20.5% [1] - Quantum revenue experienced a remarkable growth of 171.1% year-on-year [1]

Group 1 - The core viewpoint of the article highlights the growth in mobile and broadband user numbers for China Telecom in Q2 2025 [1] Group 2 - As of Q2 2025, the total number of mobile users reached approximately 433 million, with a net increase of 3.24 million users during the quarter [1] - The number of 5G network users was around 282 million, showing a net increase of 15.81 million users in the same period [1] - The total number of fixed broadband users was approximately 199 million, with a net increase of 490,000 users in Q2 2025 [1]

Core Insights - China Telecom reported operating revenue of RMB 271.469 billion for the period ending June 30, 2025, representing a year-on-year increase of 1.3% [1] - The company's net profit attributable to shareholders was RMB 23.017 billion, up 5.52% year-on-year [1] - Basic earnings per share were RMB 0.25, with an interim dividend proposed at RMB 0.1812 per share [1] Revenue Breakdown - Mobile communication service revenue reached RMB 106.6 billion, growing by 1.3% year-on-year [1] - Fixed-line and smart home service revenue amounted to RMB 64.1 billion, reflecting a 0.2% increase year-on-year [1] - The total number of mobile users reached 433 million, while broadband users totaled 199 million [1] - Mobile ARPU (Average Revenue Per User) stood at RMB 46.0, and broadband comprehensive ARPU was RMB 48.3 [1] Digital Transformation and Emerging Business - Industrial digitalization revenue was RMB 74.9 billion, with AIDC (Artificial Intelligence Data Center) revenue increasing by 7.4% year-on-year [1] - Key products in strategic emerging sectors showed rapid growth, with Tianyi Cloud revenue reaching RMB 57.3 billion [1] - Smart revenue surged by 89.4% year-on-year to RMB 6.3 billion, while security revenue grew by 18.2% to RMB 9.1 billion [1] - Video network revenue increased by 46.2%, satellite revenue rose by 20.5%, and quantum revenue skyrocketed by 171.1% year-on-year [1]

董事会决定2025年继续派发中期股息，以现金方式分配的利润为上半年公司股东应占利润的72%，即每 股人民币0.1812元（含税），同比增长8.4%，拟将2025年度公司以现金方式分配的利润占股东应占利润 的比例较2024年度进一步提升，持续为股东创造更大价值。 格隆汇8月14日丨中国电信(00728.HK)公告，截至2025年6月30日止中期，公司经营收入为人民币2,715 亿元，同比增长1.3%，其中服务收入为人民币2,491亿元，同比增长1.2%。EBITDA为人民币806亿元， 同比增长4.9%。净利润为人民币230亿元，同比增长5.5%，每股基本净利润为人民币0.25元。 ...

Investment Rating - The industry investment rating is "Outperform the Market" [1][43] Core Insights - The report highlights a continuous growth trend in the market, with the Shanghai Composite Index rising by 3.54% in July 2025, while the communication sector increased by 10.7% and the computer sector by 3.86% [5][12] - The AI industry is experiencing significant growth, with the scale of China's AI industry expected to exceed 700 billion yuan in 2024, maintaining a growth rate of over 20% [23] - The demand for AI computing power is surging, driven by the widespread adoption of AI applications, which is expected to sustain high market activity in China's AI computing sector [5][12] Summary by Sections Market Review - From July 1 to July 31, 2025, the communication sector saw a notable increase, with Nvidia receiving U.S. government approval to resume sales of its "special version" H20 chips to China [5][12] - The report indicates that the top ten domestic telecom server manufacturers include ZTE, Inspur, and others, with ZTE holding a market share of 20.51% [37][40] Communication Industry - The domestic telecom business revenue reached 162.95 billion yuan in June 2025, reflecting a year-on-year growth of 4.86% [15][17] - The three major telecom operators are enhancing their AI capabilities, with significant investments in AI models and intelligent agents [6][23][29] Computer Industry - The domestic software industry reported revenues of 1,479.6 billion yuan in June 2025, marking a year-on-year increase of 13.53% [30] - The report notes that the domestic server market is expected to grow rapidly over the next three years, driven by increasing demand for domestic servers and technological innovation [7][40]