Gewu platform(格物平台)

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中国联通(00762) - 2023 H1 - 电话会议演示
2025-05-02 13:33
Financial Performance - Operating revenue accelerated, reaching RMB 191833 million, an increase of 8.8% year-on-year[6,11] - Net profit increased by 13.1% year-on-year to RMB 12391 million, marking the 7th consecutive year of double-digit growth[6,11] - Industry Internet revenue grew by 16.3% year-on-year to RMB 42977 million, contributing over 25% of revenue[7,11] - Interim dividend per share (DPS) increased by 23% year-on-year to RMB 0.203[11,46] Network and Infrastructure - The company has deployed over 1.15 million 5G mid-band base transceiver stations (BTS)[13] - Capital expenditure (CAPEX) allocation includes 33% for mobile network, 23% for government and enterprise & innovative business, 16% for home Internet & fixed-line, and 28% for carrier network, infrastructure, and others[13] - Net addition of 5G co-build co-share BTS reached 150,000[15] Business Growth - "Big Connectivity" subscribers reached 928 million, with a net increase of 66.18 million in 1H2023[17] - Mobile basic business subscribers reached 328 million, with 5G package subscribers penetration at 71%, a 13 percentage point year-on-year increase[17] - IoT business connections reached 443 million, with over 90% being high-value 5G & 4G connections[17] - Unicom Cloud revenue increased by 36%[23] - Big Data revenue increased by 54%[26] - International business revenue increased by 21% to RMB 5500 million[35]