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港股异动 | 中国移动(00941)涨近3% 去年派息比率指引维持70%或以上 预计资本支出呈下降趋势

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中国移动(00941)涨近3%,截至发稿,涨2.89%,报65.9港元,成交额14.16亿港元。

消息面上,花旗发表报告称,中移动管埋层参与了该行所举行中国科技与电信企业日,引述中移动管理层维持2023年派息比率70%或以上指引,随着5G网络相关投资的减少,料资本支出将呈下降趋势,至2025年资本支出与销售比率会降至20%水平,预计5.5G网络会有一定的资本支出投资,但该领域资本支出投资总额可能相当有限。

该行指出,中移动管理层维持云端收入800亿元人民币指引,对云端业务成长空间仍持乐观态度,料可受益于中国数位化趋势发展。6G规划方面,管理层预计6G商业化可能会在2030年或更长时间开始。该行维持对中国移动“买入”投资评级,目标价77港元。

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