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中国电信最新公告:前三季度净利润308亿元同比增长5%
Sou Hu Cai Jing· 2025-10-21 10:57
中国电信(601728.SH)公告,2025年前三季度,公司营业收入为人民币3943亿元,同比增长0.6%,归属 于上市公司股东的净利润为人民币308亿元,同比增长5%。第三季度营业收入1248亿元,同比下降 0.91%;归属于上市公司股东的净利润77.56亿元,同比增长3.6%。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%。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 ...
中国电信Q3净利润同比增长3.6%,营收同比微降0.91% | 财报见闻
Hua Er Jie Jian Wen· 2025-10-21 10:51
中国电信第三季度营业收入同比微降0.91%至1248.48亿元人民币。净利润同比增长3.60%,达到77.56亿元,利润增长主要由非经营性项目驱动。 前三季度移动用户净增1267万户,有线宽带用户净增305万户。 21日,中国电信公布2025第三季度财报:营业收入同比微降0.91%至1248.48亿元人民币。归属于上市公司股东的净利润同比增长3.60%,达到 77.56亿元。 在收入端承压的情况下,中国电信通过有效的成本控制和精准的研发投入,保障了利润的稳健增长。 新兴业务高速增长,传统业务增长承压 财报显示,战略新兴业务已成为中国电信最确定的增长来源。根据公司披露,其正全面拥抱人工智能,推动战略向"云改数转智惠"升级,并加快 向服务型、科技型、安全型企业转型。 数据显示,2025年前三季度,公司战新业务规模持续拓展。其中,IDC(互联网数据中心)业务收入达到275亿元,同比增长9.1%;安全业务收 入为126亿元,同比增长12.4%。增长最为迅猛的是与人工智能和数字化应用紧密集成的业务,"智能收入"同比激增62.3%,视联网收入同比增长 34.2%,量子收入更是实现了134.6%的翻倍增长。 这些高增长业务 ...
中国电信(601728):经营稳健,战新业务驱动长期价值增长
Minsheng Securities· 2025-04-28 13:41
Investment Rating - The report maintains a "Recommended" rating for China Telecom, indicating a positive outlook for the company's growth and performance [4][6]. Core Views - The company demonstrates stable operations with a focus on developing new business areas such as AI, satellite communication, and quantum technology, which are expected to drive long-term value growth [2][4]. - The first quarter of 2025 saw a slight increase in service revenue, with a year-on-year growth of 0.3% and a quarter-on-quarter growth of 4.6% [2]. - The company is strategically enhancing its cloud-network integration and leveraging advanced technologies to create a competitive edge in the market [4]. Summary by Sections Financial Performance - In Q1 2025, China Telecom reported total revenue of 134.5 billion yuan, a year-on-year increase of 0.01%, and a net profit attributable to shareholders of 8.9 billion yuan, up 3.1% [1]. - The service revenue for Q1 2025 reached 124.7 billion yuan, with mobile communication users increasing to 429 million, adding 4.95 million users [2]. Business Segments - The mobile communication segment showed robust growth, with 5G users reaching 270 million and a penetration rate of 62% [2]. - Emerging business areas such as IDC, smart services, satellite communication, and quantum technology have seen significant growth rates, with smart services growing by 151.6% year-on-year [2]. Cost Management and R&D - The company optimized its cost structure, with operating costs decreasing by 0.08% year-on-year, leading to a slight increase in gross margin to 29.47% [3]. - Increased R&D investment is focused on network, cloud, AI, and quantum security, reflecting the company's commitment to innovation [3]. Future Projections - The forecast for net profit attributable to shareholders for 2025-2027 is projected at 35.9 billion, 38.9 billion, and 42.1 billion yuan, respectively, with corresponding PE ratios of 20, 18, and 17 [4][5].