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中電信4月份3G上客加快至83萬戶,移動用戶流失103萬 @ 2014-05-20T18: Back Hot News
Keyword:聯通
Concept:上客量211萬戶按月 , 月份中國聯通移動用戶淨增
中國聯通(00762.HK)上月總移動用戶,升至二億九千萬戶,淨增加近九十萬戶,不過較前月增幅減少七成七。
聯通的移動用戶上客表現差,只有90萬戶,是2009年推出3G網路以來的低位,認為聯通
上客量方面,首季移動用戶數累計減少238萬戶,令總數降至約1.83億戶,當中3G用戶總數為1.04億戶,上客量103萬戶。中電信又指出,受惠於今年生效的移動網間互聯結算標准調整,節省了部分結算支出,使首季其它經營費用按年減少5.4%;同時公司正申請FD-LTE牌照,將集中在重點城市擴大LTE網絡覆蓋。
雖然見到不少中資股首季業績勝預期,部分增幅亦達雙位數,但國指走勢一浪低於一浪,兼且跌穿各平均線,後市偏淡為主,博反彈也宜見好即收,惟績優股會是調整期間最佳低吸對象。昨公布首季業績的中電信,收入升6.9%至892億人民幣,盈利升18%至55億人民幣,刺激股價昨升4.6%,收3.67港元;但以增幅比較,表現好過中國移動 的盈利倒退,但遜於聯通期內盈利增長達74%至33億人民幣。盡管中電信首季盈利增長近20%,期內移動用戶數下跌238萬至1.83億戶,當中3G用戶數1.04億戶,僅增103萬戶,公司解釋是對手推出4G服務和加強營銷推廣所致。數字顯示,中移動首季4G上客量不足280萬戶,月均只增93萬戶,相反,中電信3G新增用戶,由月均約300萬戶急跌至12月的73萬戶後,今年1至3月上客量只有3萬、80萬和20萬,反映公司推動3G並不積極,自然影響上客量,似乎想等FDD 4G牌照獲批後,始推動4G業務,但若失了先機,便要靠互聯網業務支撐。

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