Xin Lang Cai Jing·2025-08-08 02:23Core Insights - The company achieved steady growth in operating performance in the first half of 2025, with revenue of 543.8 billion yuan (down 0.5% year-on-year) and a net profit of 84.2 billion yuan (up 5.0% year-on-year) [1] - The company continues to deepen value management, with significant growth in personal, family, and government enterprise markets [2][3] Revenue Performance - Total revenue for the first half of 2025 was 543.8 billion yuan, with communication service revenue at 467.0 billion yuan (up 0.7% year-on-year) [1] - Personal market revenue reached 244.7 billion yuan, with mobile customers totaling 1.005 billion, a net increase of 560,000 [1] - Family market revenue was 75.0 billion yuan, growing 7.4% year-on-year, with broadband customers reaching 284 million [2] - Government enterprise market revenue was 118.2 billion yuan, up 5.6% year-on-year, with a customer base of 34.84 million [2] Customer Growth - The number of 5G users reached 599 million, with a penetration rate of 59.6% [1] - Family broadband customers increased by 6.23 million, with gigabit broadband customers growing by 19.4% year-on-year [2] - The number of government enterprise customers increased by 2.25 million [2] Profitability Metrics - The return on equity (ROE) increased by 0.1 percentage points to 6.1%, and EBITDA margin improved by 0.9 percentage points to 34.2% [1] - The comprehensive ARPU for family customers was 44.4 yuan, up 2.3% year-on-year [2] AI and Capital Expenditure - The company is accelerating AI innovation and large-scale applications, with a total computing power of 61.3 EFLOPS [3] - Capital expenditure for the first half of 2025 was 58.4 billion yuan, with a full-year plan of less than 151.2 billion yuan [3] Dividend Policy - The company declared an interim dividend of 2.75 HKD per share, representing a year-on-year increase of 5.8% [1]