Core Viewpoint - The article highlights the advancements in digital infrastructure and services by China Unicom in Changsha, focusing on the implementation of 5G-A technology and cloud-based solutions to enhance digital life and support various industries. Group 1: Digital Infrastructure Development - China Unicom has established over 15,000 mobile network base stations in Changsha, achieving a 99% 5G population coverage rate and 98% coverage in administrative villages [9][10] - The company is implementing 5G-A technology, with over 1,500 base stations testing carrier aggregation in high-traffic areas [9][10] - The 5G-A network has demonstrated significant performance improvements, with download speeds exceeding 4Gbps and upload speeds reaching 1Gbps in testing environments [10] Group 2: Cloud and AI Integration - China Unicom's cloud products, such as cloud computers and cloud storage, are designed to enhance user experience in various applications, including remote work and home security [13][14] - The company has launched the "Smart Kitchen Platform," which integrates AI technologies for efficient data annotation and has partnered with multiple industries for digital transformation [15][16] - AI applications developed by China Unicom, such as case assistants and policy assistants, are being utilized across various sectors, showcasing the company's capability in integrating AI with industry needs [16] Group 3: International Service Expansion - China Unicom is fostering international collaboration by signing strategic agreements with organizations in Africa and promoting digital services for local enterprises [17][18] - The company aims to create a "digital export ecosystem" to support local businesses in expanding globally while ensuring secure communication [17] - The emphasis on customer service is evident, with quick response times to international clients' needs, reflecting the company's commitment to a user-friendly service approach [18]

Core Viewpoint - China Unicom is actively integrating digital economy with real economy by enhancing customer service and launching various themed activities, notably the "Unicom Customer Day" which has received positive feedback [1][8]. Group 1: Customer Engagement Initiatives - China Unicom's Shandong branch launched over 40 themed activities focusing on public education, smart experiences, and interactive fun, embodying the mission of "People's Postal and Telecommunications for the People" [1]. - In Zibo, Unicom staff transformed into "safety instructors" for the elderly, educating them on new fraud tactics through relatable examples, which was well-received by participants [2]. - The "Customer Day" initiative serves as a bridge between the company and the community, aiming to enhance service quality and reach more households [8]. Group 2: Smart Home and Technology Experience - In Jinan, Unicom showcased smart home technology, allowing visitors to control devices via voice commands, which impressed attendees, especially children [4]. - The event featured various technology experience zones, including cloud services, where business customers noted significant efficiency improvements [4]. Group 3: Online and Offline Service Integration - Unicom's staff provided hands-on training for elderly customers on using smart devices, resulting in increased customer satisfaction and engagement [6]. - The company expanded its "Customer Day" activities to online platforms, achieving over 5,000 views in a single session and a 60% increase in offline inquiries [6]. - Feedback collection through surveys in various branches yielded over 120 actionable suggestions, reflecting customer trust and service expectations [6].

Financial Data and Key Metrics Changes - Operating revenue increased to JPY 386.89 billion, a 4.6% growth year-on-year [5] - Profitability reached JPY 20.6 billion, reflecting a 10.1% increase compared to the previous year [5] - Return on equity improved by 5.8% [5] - Total mobile and broadband subscribers reached 470 million, with IoT connections exceeding 620 million [5] Business Line Data and Key Metrics Changes - Uni Unicom cloud revenue grew by 17.1% to JPY 68.6 billion [6] - Data center revenue increased by 7.4% to JPY 25.9 billion [6] - Net contract value of Intelligent Computing business exceeded JPY 1 billion [6] Market Data and Key Metrics Changes - International business revenue rose to JPY 500 million, a 15.2% increase year-on-year [21] - Integrated subscribers reached 77%, with an integrated subscriber ARPU exceeding RMB 100 [19] Company Strategy and Development Direction - Focus on connectivity communications, computing, and digital smart appliances, emphasizing innovation and breakthroughs [4] - Continued investment in R&D with a 9.1% increase, aiming to enhance core capabilities [13] - Plans for 2025 include a CapEx of around JPY 55 billion, with a 28% year-on-year increase in computing power investment [24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in enhancing operational efficiency and brand image while creating more value for society and investors [25] - The company aims to deepen energy efficiency and utilize clean energy, contributing to corporate ESG responsibilities [22] Other Important Information - The company was included in the FTSE China A50 index, effective soon [23] - Dividend payout ratio increased by 5 percentage points, with a 20.1% rise in dividend payout [23][24] Q&A Session Summary Question: What are the expectations for future growth? - Management indicated that they anticipate continued growth in both domestic and international markets, with a focus on innovation and efficiency [24] Question: How is the company addressing ESG responsibilities? - The company highlighted its efforts in energy efficiency and clean energy usage, serving over 260,000 villages and 280 million users through digital platforms [22] Question: What are the plans for capital expenditure in 2025? - CapEx is expected to be around JPY 55 billion, with a significant portion allocated to computing power, reflecting a strategic focus on AI and important projects [24]

算力投资预计同比增28%，中国联通全面拥抱人工 智能 此外，公司推出一系列AI新产品新服务。例如，推出5G新通话、智家通通、智慧客服等AI智能体，持 续迭代智家平台，联通云手机、联通云盘、联通看家、联通超清等产品规模发展。云盘用户超过1.8 亿，超清用户超过5000万。坚持业务融合、市场融通，结构持续优化，融合用户占比超过77%，融合套 餐客单价月均超百元。 公司高度重视股东回报，中国联通董事会建议派发每股末期股息0.0621元（含税），连同已派发的中期 股息每股0.0959元（含税），全年股息合计每股0.1580元（含税），同比增长19.7%。 3月18日晚，中国联通披露的2024年年报显示，2024年，公司实现营业收入3895.89亿元，同比增长 4.6%；归属于上市公司股东的净利润为90.29亿元，同比增长10.5%。公司预计，2025年营收、利润及净 资产收益率将实现有力增长。 2025年，中国联通将进一步下调资本开支规模，不过算力投资规模将持续提升，预计将增长28%。中国 联通董事长陈忠岳表示，面对人工智能的划时代变革，中国联通必须勇立潮头、拥抱智能，向新而行。 净利润同比增长10.5% 年报显示， ...

China Unicom (00762) H1 2023 Earnings Call August 09, 2023 04:30 AM ET Speaker0 Ladies and gentlemen, those of you from Beijing online, good afternoon. I'm Meng Zhu Sun. Today, I'm very happy to meet with you here, and thank you very much for your long term interest and support for China Unicom. On behalf of the management of the company, I would like to welcome you all to China Unicom's twenty twenty three interim results announcement. In today's announcement, we are holding this on-site in both Hong Kong ...