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中国移动:5G客户近6亿 AI直接收入高速增长
Qi Lu Wan Bao·2025-08-08 02:59

Core Viewpoint - China Mobile reported a steady growth in its mid-year performance for 2025, with a focus on digital transformation and strategic initiatives to enhance operational efficiency and service quality [5][15]. Financial Performance - Operating revenue reached RMB 543.8 billion, with communication service revenue at RMB 467 billion, a year-on-year increase of 0.7% [3]. - EBITDA was nearly RMB 186 billion, up 2.0% year-on-year, with a margin of 39.8% [3]. - Net profit reached RMB 84.2 billion, reflecting a 5.0% year-on-year growth [3]. Market Segments Personal Market - Personal market revenue was RMB 244.7 billion, with mobile customers totaling 1.005 billion, a net increase of 560,000 [7]. - 5G network customers reached 599 million, with a penetration rate of 59.6% [7]. - Family market revenue was RMB 75 billion, growing 7.4% year-on-year, with broadband customers at 284 million [7]. Government and Enterprise Market - Government and enterprise market revenue was RMB 118.2 billion, a 5.6% increase year-on-year [8]. - The number of enterprise customers reached 34.84 million, with a net increase of 2.25 million [8]. - Mobile cloud revenue was RMB 56.1 billion, up 11.3% year-on-year [8]. Emerging Markets - Emerging market revenue was RMB 29.1 billion, growing 9.3% year-on-year [9]. - International business revenue reached RMB 14 billion, an 18.4% increase [9]. - Financial technology business scale reached RMB 47.1 billion, reflecting a 24.5% growth [9]. Strategic Initiatives - The company is advancing its "three major plans" to enhance digital transformation and operational efficiency [5][10]. - Significant investments in new infrastructure, with capital expenditure of RMB 58.4 billion and over 2.59 million 5G base stations built [10]. - The "AI+" initiative is driving innovation, with over 60 million active users of AI services [14]. Innovation and Development - The company is focusing on building a robust AI ecosystem, with the launch of the "AI+" community and over 50 industry-specific AI models [14]. - Continuous improvement in service quality and customer experience through new service initiatives and commitments [10].