港股詳情

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中國移動

81.050

-0.400-0.49%

成交量：2,196.48萬

成交額：17.78億

市值：1.75萬億

市盈率：11.76

高：81.650

開：81.500

低：80.500

收：81.450

資料載入中...

總覽公司新聞公告

吉大通信(300597.SZ)擬中標7880.82萬元中國移動相關項目

CNG發佈報告：2024年中國移動遊戲佔全球市場規模達到37.5%

中國移動(00941)出現大手賣出13.9萬股，成交價$83.4，涉資1.159千萬

阿斯达克财经

2025電信資本開支：總量承壓，關注算力、5G-A等結構性成長機遇

Sensor Tower：3月中國移動應用(非遊戲)在海外市場延續強勁勢頭 TikTok位居收入榜第一

智通财经网

機構：3月Temu海外下載量環比增長18%，SHEIN活躍用户增長6%

【中金：關注算力、5G-A等結構性成長機遇】中金研報稱，三大電信運營商2024年財報顯示，2024年三家公司資本開支合計為3189億元，同比下降9.7%，降幅高於2024年初指引4.5%。展望2025年，從總量看，三家運營商合計資本開支指引同比下降9.1%至2889億元，投資規模繼續收窄；從結構看，運營商投資重心進一步向算力網絡傾斜，中國移動/電信/聯通指引算力投入分別同比增長0.5%/22%/28%，傳統的移動&固網建設則進入注重投資能效的高質量平穩發展期，我們認為未來5G-A、400G OTN以及50G PON升級有望拉動無線/有線網絡增量投資。

俊知集團(01300.HK)預中標中移動2025-2026年集中採購項目

阿斯达克财经

【俊知集團(01300.HK)附屬預中標中國移動2025年至2026年饋線連接器及集束跳線產品集中採購項目】俊知集團(01300.HK)發佈公告，2025年4月11日，中國移動通過其採購與招標網公佈了中國移動2025年至2026年饋線連接器及集束跳線產品集中採購項目中選結果公示(以下簡稱中標公示)，集團的全資附屬公司，江蘇俊知技術有限公司(以下簡稱“俊知技術”)為相關中標候選人，預中標具體項目如下：

俊知集團(01300.HK)預中標中國移動2025年至2026年饋線連接器及集束跳線產品集中採購項目

南向資金今日大幅淨買入72.03億元。港股通（滬）方面，中國移動、中國海洋石油分別獲淨買入5.58億港元、3.92億港元

深度捆綁中國移動首年業績“觸礁” 啓明星辰上市14年首虧2.26億

中国网财经

中金：三大運營商總量承壓建議關注算力、5G-A等結構性成長機遇

爆：原中國電信集團領導，或將接任中國移動省副總！

中國移動：重點佈局5.5G、推理算力、AI投資，新業務領域開闢新業態

山西证券研究所

1800多家公司擬分紅1.82萬億元工商銀行、中國移動等龍頭公司頻推大額分紅方案

從“算力平權”向“智算平權”躍遷國產AI算力生態崛起

中国产业经济信...

城地香江：中標中國移動安徽公司項目，金額22.42億元

中國移動香港張煒：低空經濟需“管得住才能放得開”

中國移動：4月11日融資買入8997.43萬元，融資融券餘額18.87億元

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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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TikTok位居收入榜第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2527288977","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527288977?lang=zh_tw&edition=fundamental","pubTime":"2025-04-16 09:57","pubTimestamp":1744768628,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，Sensor Tower最新数据显示，2025年3月中国移动应用(非游戏)在海外市场延续强劲势头。短剧、跨境电商及工具类产品成为增长核心，新兴市场与技术创新则成为竞争焦点。Glority Software旗下植物识别工具PictureThis收入增长56%，活跃用户提升38%，其技术壁垒与垂直需求挖掘能力成为增长关键。而FlickReels在拉美市场的爆发，则凸显了轻量化产品对高增长区域的适配性。","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=nesSN2025041610211194d6ce0e&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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OTN以及50G PON升級有望拉動無線/有線網絡增量投資。","url":"https://stock-news.laohu8.com/highlight/detail?id=2527477832","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527477832?lang=zh_tw&edition=fundamental","pubTime":"2025-04-16 07:40","pubTimestamp":1744760428,"startTime":"0","endTime":"0","summary":"中金研报称，三大电信运营商2024年财报显示，2024年三家公司资本开支合计为3189亿元，同比下降9.7%，降幅高于2024年初指引4.5%。展望2025年，从总量看，三家运营商合计资本开支指引同比下降9.1%至2889亿元，投资规模继续收窄；从结构看，运营商投资重心进一步向算力网络倾斜，中国移动/电信/联通指引算力投入分别同比增长0.5%/22%/28%，传统的移动&固网建设则进入注重投资能效的高质量平稳发展期，我们认为未来5G-A、400G OTN以及50G PON升级有望拉动无线/有线网络增量投资。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/04/16074049566012.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["CHL","600941","00941"],"gpt_icon":0},{"id":"2527428614","title":"俊知集團(01300.HK)預中標中移動2025-2026年集中採購項目","url":"https://stock-news.laohu8.com/highlight/detail?id=2527428614","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527428614?lang=zh_tw&edition=fundamental","pubTime":"2025-04-16 00:48","pubTimestamp":1744735680,"startTime":"0","endTime":"0","summary":"俊知集团(01300.HK) 公布，预中标中国移动2025-2026年馈线连接器产品集中采购项目，公司投标报价3.45亿人民币(不含税)，中标份额12.28%；及集束跳线产品集中采购项目，公司投标报价1.47亿人民币(不含税)，中标份额10.53%。(de/d)(港股报价延迟最少十五分钟。)AASTOCKS新闻","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190621110436756_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190621110436756_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1434062/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0149721374.USD","BK1536","BK1610","LU0164865239.USD","LU1497734951.SGD","LU1226287792.SGD","LU0531971595.HKD","LU1522347837.USD","BK1149","LU1226287875.USD","BK1506","80883","BK1152","LU1226288253.USD","LU1497733557.USD","LU1634259557.SGD","LU1226288170.HKD","LU1497733631.SGD","LU0871576103.HKD","00941","LU0039217434.USD","LU0164880469.USD","SG9999002463.SGD","01300","LU1951186391.HKD","BK1589","LU1226287529.USD","BK1521","LU1481107354.HKD","LU1634259391.SGD"],"gpt_icon":0},{"id":"2527414030","title":"【俊知集團(01300.HK)附屬預中標中國移動2025年至2026年饋線連接器及集束跳線產品集中採購項目】俊知集團(01300.HK)發佈公告，2025年4月11日，中國移動通過其採購與招標網公佈了中國移動2025年至2026年饋線連接器及集束跳線產品集中採購項目中選結果公示(以下簡稱中標公示)，集團的全資附屬公司，江蘇俊知技術有限公司(以下簡稱“俊知技術”)為相關中標候選人，預中標具體項目如下：","url":"https://stock-news.laohu8.com/highlight/detail?id=2527414030","media":"金融界","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527414030?lang=zh_tw&edition=fundamental","pubTime":"2025-04-15 21:18","pubTimestamp":1744723112,"startTime":"0","endTime":"0","summary":"俊知集团(01300.HK)发布公告，2025年4月11日，中国移动通过其采购与招标网公布了中国移动2025年至2026年馈线连接器及集束跳线产品集中采购项目中选结果公示(以下简称中标公示)，集团的全资附属公司，江苏俊知技术有限公司(以下简称“俊知技术”)为相关中标候选人，预中标具体项目如下：","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/04/15211849563482.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["LU1497733631.SGD","LU1226287792.SGD","80883","SGXZ81163826.USD","BK1149","LU0164880469.USD","BK1536","LU1226288253.USD","LU1226287529.USD","LU1064130708.USD","LU0149721374.USD","CHL","LU1064131003.USD","LU1226287875.USD","BK0261","LU0516422440.USD","LU1481107354.HKD","BK1506","LU0039217434.USD","SGXZ49509284.SGD","LU1951186391.HKD","01300","LU1634259557.SGD","LU1226288170.HKD","LU2148510915.USD","LU0531971595.HKD","LU1497733557.USD","LU1328615791.USD","00941","BK1152","BK1610","LU0516423091.SGD","LU0516423174.USD","LU0871576103.HKD","BK1589","SG9999002463.SGD","LU1634259391.SGD","LU1522347837.USD","BK1521","LU0516422952.EUR","LU0164865239.USD","600941","LU1497734951.SGD","LU0516422366.SGD"],"gpt_icon":0},{"id":"2527411499","title":"俊知集團(01300.HK)預中標中國移動2025年至2026年饋線連接器及集束跳線產品集中採購項目","url":"https://stock-news.laohu8.com/highlight/detail?id=2527411499","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527411499?lang=zh_tw&edition=fundamental","pubTime":"2025-04-15 21:09","pubTimestamp":1744722596,"startTime":"0","endTime":"0","summary":"中国移动2025年至2026年集束跳线产品集中采购项目：俊知技术此次投标报价不含税为人民币147,125,397.52元，含税为人民币166,251,699.21元，中标份额为10.53%。中国移动是集团主要客户之一，此集采对5G新基建规模部署有积极推动作用。中标公示的公示期已经结束，公示期为2025年4月11至15日。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/04/15210949563099.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["LU1634259391.SGD","LU1226288170.HKD","BK1152","LU0531971595.HKD","LU0516422952.EUR","LU0516422440.USD","LU0516423174.USD","LU1064131003.USD","LU0164865239.USD","SG9999002463.SGD","BK0261","LU1226288253.USD","SGXZ81163826.USD","CHL","LU1226287529.USD","BK1506","600941","00941","BK1610","LU0039217434.USD","LU1328615791.USD","LU1634259557.SGD","LU0871576103.HKD","01300","LU0164880469.USD","SGXZ49509284.SGD","LU0516423091.SGD","LU1497734951.SGD","LU1497733631.SGD","BK1589","BK1521","LU0516422366.SGD","LU0149721374.USD","LU1497733557.USD","LU1226287875.USD","80883","LU2148510915.USD","LU1064130708.USD","LU1951186391.HKD","LU1481107354.HKD","LU1522347837.USD","BK1536","LU1226287792.SGD","BK1149"],"gpt_icon":0},{"id":"2527464438","title":"南向資金今日大幅淨買入72.03億元。港股通（滬）方面，中國移動、中國海洋石油分別獲淨買入5.58億港元、3.92億港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2527464438","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527464438?lang=zh_tw&edition=fundamental","pubTime":"2025-04-15 17:32","pubTimestamp":1744709547,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["CHL","LU0054450605.USD","HSCEI","LU0164880469.USD","HXXD.SI","LU0011963245.USD","YANG","LU0823040885.USD","IE0031814852.USD","LU1675838814.USD","IE0032431581.USD","600941","LU0149534421.HKD","LU0516422952.EUR","LU0878004406.USD","HTCD.SI","LU0061477393.USD","IE0009570106.USD","LU2362541273.HKD","HSTECH","81810","SG9999004220.SGD","80700","LU0823413660.USD","XIACY","LU1831875114.USD","01810","SG9999006514.SGD","TCEHY","00981","00883","SG9999000327.SGD","BK1526","IE0003895053.USD","00700","LU1303224171.USD","LU1868838027.USD","80883","LU2045819591.USD","LU2242644610.SGD","LU1323998911.USD","00941","02800","LU0132412106.USD","LU1568876251.USD","LU0823413587.USD","BK1516","688981","SG9999002828.SGD","07226"],"gpt_icon":0},{"id":"2527450990","title":"深度捆綁中國移動首年業績“觸礁” 啓明星辰上市14年首虧2.26億","url":"https://stock-news.laohu8.com/highlight/detail?id=2527450990","media":"中国网财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527450990?lang=zh_tw&edition=fundamental","pubTime":"2025-04-15 16:20","pubTimestamp":1744705200,"startTime":"0","endTime":"0","summary":"中国网财经4月15日讯 国内网络安全第一股启明星辰在深度融入中国移动体系的首个完整财年遭遇业绩“滑铁卢”。对于业绩下滑，启明星辰解释称受多重因素影响，安全预算下滑、部分项目延期，对公司营收产生一定影响。在网络安全国产替代加速的产业背景下，启明星辰作为国资加持的行业标杆能否重整旗鼓，市场正密切关注。","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=nesSN20250415162609a4596f74&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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建議關注算力、5G-A等結構性成長機遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2527902450","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527902450?lang=zh_tw&edition=fundamental","pubTime":"2025-04-15 16:18","pubTimestamp":1744705088,"startTime":"0","endTime":"0","summary":"根据运营商公开业绩会，中国移动表示指引的2025年累积34 EFLOPS的算力规划主要用于预训练，对推理相关资源的投入根据市场需求不设上限；中国电信表示算力投入主要用于购买GPU和服务器，DC和AIDC按需投入；中国联通表示2025年将继续加大AIDC等相关领域投资，动态调整投资规模，运营商重视算力网络建设，并按需弹性调配智算投入，算力硬件采购需求有望保持可持续性增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1278811.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0026","BK1589","002281","002415","BK1506","IE0032431581.USD","BK0054","BK1536","LU1951186391.HKD","SGXZ49509284.SGD","SGXZ81163826.USD","BK0188","BK0028","BK0010","BK0214","002236","00941","BK0000","BK0171","BK0197","LU1497734951.SGD","BK0030","600522","BK0198","LU1328615791.USD","BK0077","BK0090","LU1781817850.SGD","LU1580142542.USD","BK0167","LU1634259557.SGD","SG9999002463.SGD","80883","000938","600487","BK0041","BK0122","301165","BK0055","BK0100","LU0164865239.USD","LU2328871848.SGD","LU1522347837.USD","000063","BK0196","BK1152","LU0149721374.USD","LU1226287875.USD","BK0123","BK0148"],"gpt_icon":0},{"id":"2527379984","title":"爆：原中國電信集團領導，或將接任中國移動省副總！","url":"https://stock-news.laohu8.com/highlight/detail?id=2527379984","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527379984?lang=zh_tw&edition=fundamental","pubTime":"2025-04-15 11:58","pubTimestamp":1744689480,"startTime":"0","endTime":"0","summary":"近期，就在中国移动密集启动一批二级干部调整之际，山东移动管理层新增董事成员颜承捷。而根据惯例，也就意味着他大概率会履新山东移动副总经理级别的干部。资料显示，颜承捷之前曾担任过中国移动集团办公室董事会工作处处长。后来，颜承捷调到了中国电信集团工作，曾任中国电信集团政企部市场经营部经理。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2025-04-15/doc-inetfhrt7471827.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2148510915.USD","BK1610","LU0516423091.SGD","LU1226287875.USD","LU1497733557.USD","80883","LU1497733631.SGD","LU0516423174.USD","LU0039217434.USD","LU1226287529.USD","LU1226288253.USD","LU1481107354.HKD","LU1226287792.SGD","LU1522347837.USD","BK1152","LU0516422952.EUR","BK1536","BK0261","600941","LU1226288170.HKD","LU1328615791.USD","BK1589","CHL","LU0531971595.HKD","BK1521","LU1951186391.HKD","SGXZ49509284.SGD","LU0164865239.USD","LU0871576103.HKD","LU1497734951.SGD","LU1064131003.USD","SGXZ81163826.USD","LU1634259391.SGD","BK1506","LU0516422366.SGD","LU0164880469.USD","LU1064130708.USD","SG9999002463.SGD","00941","LU0149721374.USD","LU0516422440.USD","LU1634259557.SGD"],"gpt_icon":0},{"id":"2527657109","title":"中國移動：重點佈局5.5G、推理算力、AI投資，新業務領域開闢新業態","url":"https://stock-news.laohu8.com/highlight/detail?id=2527657109","media":"山西证券研究所","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527657109?lang=zh_tw&edition=fundamental","pubTime":"2025-04-15 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工商銀行、中國移動等龍頭公司頻推大額分紅方案","url":"https://stock-news.laohu8.com/highlight/detail?id=2527137751","media":"深圳商报","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527137751?lang=zh_tw&edition=fundamental","pubTime":"2025-04-15 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國產AI算力生態崛起","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_tw&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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