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中国移动公布2025年中期业绩:5G客户近6亿 AI+规模效应初步显现
Guang Zhou Ri Bao·2025-08-08 14:07

Core Insights - China Mobile reported a mid-year operating revenue of RMB 543.8 billion for 2025, with a slight decline of 0.5% compared to the previous year [2][3] - The communication service revenue reached RMB 467 billion, showing a year-on-year growth of 0.7% [2][3] - The company achieved a net profit of RMB 84.2 billion, reflecting a 5.0% increase year-on-year, maintaining a leading position among international operators [2][3] Financial Performance - Operating revenue for 1H2024 was RMB 5467.44 billion, while for 1H2025 it was RMB 5437.69 billion, indicating a decrease of 0.5% [3] - EBITDA for 1H2025 was RMB 1859.58 billion, up 2.0% from RMB 1822.70 billion in 1H2024, with an EBITDA margin of 34.2%, an increase of 0.9 percentage points [3] - Basic earnings per share rose to RMB 3.90 in 1H2025, a 4.0% increase from RMB 3.75 in 1H2024 [3] Market Segments - The personal market generated revenue of RMB 244.7 billion, with mobile customers reaching 1.005 billion, a net increase of 560,000 [4] - The family market revenue was RMB 75 billion, growing by 7.4%, with broadband customers increasing to 284 million [4] - The enterprise market revenue reached RMB 118.2 billion, a 5.6% increase, with the number of enterprise customers growing to 34.84 million [4] Digital Transformation and Innovation - Digital transformation revenue amounted to RMB 156.9 billion, a 6.6% increase, accounting for 33.6% of communication service revenue [2][4] - The company is focusing on "AI+" initiatives, with significant growth in AI-related services and products, including a user base of over 60 million for its AI services [5] - The international business segment reported revenue of RMB 14 billion, an 18.4% increase, highlighting the company's strategy to leverage both domestic and international markets [5] Strategic Direction - The chairman emphasized the importance of digital transformation and strategic initiatives to navigate complex external challenges and enhance operational efficiency [4][6] - The company aims to build a world-class information service technology innovation company, focusing on creating greater value for shareholders and customers [6]