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中国移动-R

75.900

-0.250-0.33%

成交量：9.85万

成交额：746.78万

市值：1.64万亿

市盈率：11.76

高：76.400

开：76.400

低：75.550

收：76.150

数据加载中...

总览公司新闻公告

中国移动江西公司临空数据中心IDC机房配套工程中标结果公示

中国移动天津公司政企客户侧核心网设备采购项目中标结果公示

从规模化转向精细化：细看中国移动一季报客户数据

通信产业网

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刚需杠把子！中移动才是真股王？

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中国移动：将于2025年5月22日召开2025年股东周年大会

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22:40","pubTimestamp":1745332844,"startTime":"0","endTime":"0","summary":"中国移动本季度的收入同比持平，通讯业务的增长与产品销售的下滑相抵消。中国移动的业务集中于国内，受关税等政策影响较小。近一年来，移动端都呈现出资费下降的趋势。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202504222242019740cc20&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:56","pubTimestamp":1745315802,"startTime":"0","endTime":"0","summary":"4月22日，中国移动在港交所披露2025年首季度业绩。数据显示，一季度，中国移动营运收入为人民币2638亿元，同比增长0.02%；其中，通信服务收入为人民币2224亿元，同比增长1.40%。一季度股东应占利润为人民币306亿元，同比增长3.45%。家庭市场方面，截至2025年3月31日，该集团有线宽带客户总数达到3.20亿户，季度净增548万户，其中，家庭宽带客户达到2.82亿户，季度净增445万户；首季度，家庭客户综合ARPU为人民币40.8元，同比增长2.3%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042218135794ddf31c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:38","pubTimestamp":1745314680,"startTime":"0","endTime":"0","summary":"经评审投标报价1631863708元。公司全资子公司作为投标联合体成员之一，中标候选《中国移动数据中心B区B01、B02号机房楼EPC总承包项目》，如最终确认中标，预计相关可取得收入会为公司当年及以后年度带来积极影响。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250422174122a6c3933d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:26","pubTimestamp":1745292360,"startTime":"0","endTime":"0","summary":"中原证券04月22日发布研报称，给予中国移动（600941.SH，最新价：113.15元）买入评级。评级理由主要包括：1）营收稳健增长，盈利能力保持国际一流运营商领先水平；2）成本管控良好，强化提质增效；3）个人市场精细运营，家庭市场价值拓展；4）政企市场加速推广“AI+DICT”服务，新兴市场贡献提升；5）资本开支占收比下降，精准投资增强数智底座；6）新兴业务推动行业转型升级，运营商加快智算中心建设。风险提示：数字化转型业务发展不及预期；分红比例不及预期；行业竞争加剧。AI点评：中国移动近一个月获得4份券商研报关注，买入2家。（文章来源：每日经济新闻）","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042211321197401dee&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:56","pubTimestamp":1745027762,"startTime":"0","endTime":"0","summary":"天眼查App显示，中国移动辽宁公司于2025年4月17日发布浑南院区6号楼车库车牌识别系统安装采购项目中标结果。该项目旨在安装车牌识别系统，中标候选人已确定。关键点：1. 中标单位：厦门科拓通讯技术股份有限公司为中选第一候选人，份额100%；杭州立方控股股份有限公司为第二候选人。2. 公示时间：2025年4月17日。3. 异议渠道：对评审结果有异议可通过指定链接提交，仅受理影响采购公平性的问题，不接受业务咨询。该项目标志着中国移动辽宁公司在智能化建设领域的进一步推进。免责声明：本文内容由开放的智能模型自动生成，仅供参考。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025041909574794daaca3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:08","pubTimestamp":1744870129,"startTime":"0","endTime":"0","summary":"我们预计公司2025 年与中国移动协同收入量、质将持续提升，收入恢复增长，维持买入评级。毛利率有所提升，费用支出偏刚性导致三费率增加2024 年公司全年毛利率为58.77%，同比提升1.00 pct。25Q1 利润显著改善，全年盈利能力有望恢复公司发布25 年Q1 业绩预告，营收6 亿元-6.8 亿元，较上年同期减少26%-35%，主要是由于24Q1 基数较高，净利润110万元-165 万元，24 年同期亏损1.13 亿元。我们认为25 年公司进一步降本增效，提升收入质量，全年盈利能力有望恢复。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250417140853973ad749&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:34","pubTimestamp":1744781665,"startTime":"0","endTime":"0","summary":"风险信息基建投资不及预期，AI等新技术发展不及预期，5G-A商用化落地需求不及预期，贸易及科技摩擦风险。2025年三大运营商资本开支指引同比下降9.1%至2898亿元，总体投资支出在2024年出现拐点后继续收缩。1）中国移动2024年5G资本开支同比下降21.6%至690亿元，公司指引2025年算力网络资本开支将同比增长0.5%至373亿元，占整体资本开支比重同比提升2.0ppt至24.7%，5G资本开支则同比下降17.9%至582亿元，占整体资本开支比重同比下滑3.6ppt至38.5%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025041613355197397f94&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:10","pubTimestamp":1744683054,"startTime":"0","endTime":"0","summary":"中国移动 发布2024年年度报告。2）B+N端：移动云营收破千亿， 车联网 、低空新场景取得突破公司在庞大的基础业务体量下仍保持创新活力，DICT业务收入稳健增长。新兴市场方面，国际业务、数字内容领域仍保持快速增长。3）资本开支整体缩减，结构性侧重5.5G、推理算力、AI领域Capex投资继续下降，但仍聚焦于新领域提前布局。此外，公司加大推理算力投资，根据市场需求不设上限；AI直接投资超120亿，同比超10倍，2025年还将继续提升。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250415102050a4592a4e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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国产AI算力生态崛起","url":"https://stock-news.laohu8.com/highlight/detail?id=2527175883","media":"中国产业经济信...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527175883?lang=zh_cn&edition=fundamental","pubTime":"2025-04-15 00:00","pubTimestamp":1744646400,"startTime":"0","endTime":"0","summary":"通用算力成本下降目前来看，中国移动已经实现通用算力泛在部署，拓展国家八大算力枢纽节点覆盖广度和深度，算力服务器规模超100万台。在此期间，通用算力成本快速下降，推动相关应用爆发式增长，“算力平权”已愈发清晰。同时，从“算力平权”向“智算平权”的跃迁趋势也渐趋明朗。各地陆续出台政策，加码智能算力建设。平台自有智算中心的芯片国产化率超过90%，兼容8种国产AI芯片。国产AI芯片生态逐步完善。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025041508164794d570a4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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