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800余家上市公司已披露半年报 超八成公司实现盈利
Sou Hu Cai Jing· 2025-08-20 08:41
上市公司半年报进入密集披露期。 财报显示,上半年中国移动实现营收5437.69亿元,同比下降0.5%;实现归母净利润842.35亿元,同比增长5.0%,日均狂赚4.65亿元。中国移动董事长杨杰 在业绩说明会上坦言,"高基数基础上想要保持快速增长,难度确实加大了。" 作为白酒龙头,今年上半年,贵州茅台实现营收893.89亿元,同比增长9.1%;实现归母净利润454.03亿元,同比增长8.89%。值得一提的是,上半年贵州 茅台海外实现营收28.93亿元,同比增长31.29%。 素有"宁王"之称的宁德时代,半年报也同样抢眼。公司上半年实现营收1788.9亿元,同比增长7.27%;归母净利润达304.9亿元,同比增长33.33%。 | | | | A股上市公司中期净利润前二十一览 | | | --- | --- | --- | --- | --- | | | | | | 单位:万元 | | | 证券代码 | 证券名称 | 归属于母公司所有者的净利润 | 所属行业 | | I | 600941. SH | 中国移动 | 8, 423, 500. 0000 | 通信 | | 2 | 600519. SH | 贵州茅台 | ...
当“五一”邂逅科技盛宴!广州移动AI赋能未来生活,用户零距离感受科技的温度
Guang Zhou Ri Bao· 2025-05-03 09:28
Core Insights - The event themed "AI Empowering Technology, Enjoying Intelligent Life" was held in Guangzhou, showcasing how AI technology integrates into daily life and supports the city's "Artificial Intelligence+" strategic deployment [1] Group 1: AI Product Innovations - The "Zhongmi Panshi AI Phone" was highlighted as a key product, designed specifically for the elderly with features like a large screen, voice control, health monitoring, and anti-fraud capabilities [2] - The "Cloud Computer Cloud PAD" offers a lightweight yet powerful mobile office experience, outperforming traditional desktop computers in speed [2] - The "Smart Home" section featured products like smart speakers and AI learning tablets, which received positive feedback from users for their functionality and ease of use [2] Group 2: Engagement and Experience - The "Trendy Life" experience area attracted young people with VR glasses and interactive robots, enhancing engagement through immersive technology [3] - The event is part of a broader initiative by Guangzhou Mobile to launch a hundred AI promotional activities, aiming to provide immersive experiences across various demographics [3] - The company emphasizes that the significance of AI lies not only in technological innovation but also in its ability to serve people effectively [3]
申万宏源通信周专题:运营商年报复盘:稳中求进,与算同行
Investment Rating - The report maintains a positive outlook on the telecommunications industry, indicating an "Overweight" rating, suggesting that the industry is expected to outperform the overall market [3][4]. Core Insights - The report analyzes the annual performance of telecom operators from four perspectives: C-end business, government-enterprise business, computing power layout, and dividend allocation [4][5]. - The overall growth trend in communication consumption demand remains resilient, driven by the continuous strengthening of user base and scale effects [7][8]. - The telecom operators are positioned at the intersection of "big security," "central enterprise valuation system," and "digital economy," with significant growth potential in AI domestic computing power and industry customer digital transformation [16][26]. Summary by Sections C-end Business - China Mobile reported a personal market revenue of 483.7 billion yuan in 2024, a year-on-year decrease of 1.3%, while value-added services contributed positively [6][8]. - China Telecom's mobile communication service revenue reached 202.5 billion yuan, growing by 3.5% year-on-year, with a mobile user base of 425 million [6][8]. - China Unicom's internet communication business revenue was 261.3 billion yuan, with a year-on-year growth of 1.5% and a 5G penetration rate of 83% [6][8]. Government-Enterprise Business - China Mobile's government-enterprise market revenue reached 209.1 billion yuan, growing by 8.8% year-on-year, with cloud business revenue exceeding 100 billion yuan [9][10]. - China Telecom's digital industry revenue was 146.6 billion yuan, a year-on-year increase of 5.5%, with its cloud service revenue maintaining industry leadership [10][16]. - China Unicom's smart computing business achieved revenue of 82.5 billion yuan, growing by 9.6% year-on-year, with significant growth in cloud revenue [12][16]. Computing Power Layout - China Mobile plans to invest 37.3 billion yuan in computing power by 2025, accounting for 25% of its capital expenditure [17][19]. - China Telecom's self-developed computing platform has connected with 50 partners, with a total computing power of 62 EFLOPS [19][23]. - China Unicom's computing power layout is expected to grow by 28% in 2025, focusing on AI infrastructure and major projects [23][26]. Dividend Allocation - China Mobile proposed a dividend payout ratio of 73% for 2024, with a total dividend of 5.09 HKD per share, reflecting a year-on-year increase of 5.4% [27][28]. - China Telecom plans to distribute a dividend of 0.2598 yuan per share for 2024, with a payout ratio of 72% [27][28]. - China Unicom's total dividend for 2024 is expected to be 0.4043 yuan per share, with a payout ratio of 60% [27][28].