云改数转智惠战略

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 中国电信前三季度股东应占利润为308亿元 同比增长5.0%
 Zhi Tong Cai Jing· 2025-10-21 12:56
2025年前三季度,公司经营费用为人民币3,593亿元,同比增长0.3%,其中折旧及摊销为人民币779亿 元,同比增长4.4%,主要是公司加快新型数字信息基础设施建设,固定资产较上年同期有所增长;网络 运营及支撑成本为人民币1,149亿元,同比下降3.0%,主要塬因是公司通过AI赋能并结合业务发展情 况,加强成本精準管控,持续提升资源使用效率。人工成本为人民币752亿元,同比下降0.3%。 中国电信(601728)(00728)公布,2025年前三季度,公司经营收入为人民币3,970亿元,同比增长 0.6%,其中服务收入为人民币3,663亿元,同比增长0.9%。公司股东应占利润为人民币308亿元,同比增 长5.0%。每股基本净利润为人民币0.34元,EBITDA为人民币1,156亿元,同比增长4.2%,EBITDA率为 31.6%。 未来,公司将全面实施云改数转智惠战略,强化创新引领的基础业务和产数业务双轮驱动融合发展,深 入推进"人工智能+"行动,加快推动数字信息基础设施智能化演进升级,让智能红利更好惠及千行百业 和千家万户,不断增强核心功能、提升核心竞争力,加快建设世界一流企业,积极回馈广大股东。 公司坚 ...
 中国电信(00728)前三季度股东应占利润为308亿元 同比增长5.0%
 智通财经网· 2025-10-21 11:29
智通财经APP讯,中国电信(00728)公布,2025年前三季度,公司经营收入为人民币3,970亿元,同比增 长0.6%,其中服务收入为人民币3,663亿元,同比增长0.9%。公司股东应占利润为人民币308亿元,同比 增长5.0%。每股基本净利润为人民币0.34元,EBITDA为人民币1,156亿元,同比增长4.2%,EBITDA率 为31.6%。 公司以第一科技"息壤"为核心,构建完成智能云体系,基于云网融合提供"算力+平台+数据+模型+应 用"一体化的智能云服务,加速推动业务融智升级,不断深化外部赋能和内部应用,加快培育新的增长 极,有效助力企业经营质效提升,着力塑造高质量发展新动能新优势。2025年前三季度,战新业务持续 规模拓展,IDC收入达到人民币275亿元,同比增长9.1%;安全收入达到人民币126亿元,同比增长12.4%; 智能收入同比增长62.3%,视联网收入同比增长34.2%,卫星通信收入同比增长23.5%,量子收入同比增 长134.6%。 2025年前三季度,公司经营费用为人民币3,593亿元,同比增长0.3%,其中折旧及摊销为人民币779亿 元,同比增长4.4%,主要是公司加快新型数字信 ...
 港股延续升势挑战26000点,中电信稳健业绩凸显配置价值 港股走势及分析
 Xin Lang Cai Jing· 2025-09-02 04:44
 Group 1 - The core viewpoint of the article highlights the stable performance of China Telecom, with a year-on-year increase in revenue and profit, despite macroeconomic challenges [4] - China Telecom's mid-term revenue reached 271.4 billion RMB, up 1.3% year-on-year, while profit increased by 5.5% to 23 billion RMB [4] - The company declared an interim dividend of 0.1812 RMB per share, reflecting an 8.4% year-on-year growth [4]   Group 2 - Service revenue for China Telecom was 249.1 billion RMB, marking a 1.2% year-on-year increase, with mobile communication service revenue at 106.6 billion RMB, also up 1.3% [4] - The company reported an EBITDA of 80.6 billion RMB, a 4.9% increase year-on-year, with an improved EBITDA margin due to effective cost control [4] - China Telecom's mobile user base reached 433 million, while broadband users totaled 199 million, indicating stable growth in user acquisition [4]   Group 3 - Management plans to implement a comprehensive cloud transformation strategy, focusing on innovation and the integration of traditional and digital services [4] - The outlook for traditional telecom revenue is optimistic, with expectations for stable growth in Average Revenue Per User (ARPU), which remained steady at 46 RMB for mobile and 48.3 RMB for broadband [4] - The overall market sentiment remains positive, with expectations for the index to challenge resistance levels, supported by favorable corporate earnings [3]

