智通财经APP获悉，瑞银发布研报称，中国电信(00728)今年首季服务收入同比升0.3%至1,247亿元人民币，比市场预期低4%，主要由于宏观逆风导致企业业务放缓，管理层此前已指引将对企业项目盈利能力进行选择性控制。瑞银下调中国电信今年至2027年服务收入和净利润预测2%至8%，反映企业业务增长放缓和折旧增长加快，目标价从6.8港元下调至6.6港元，维持“买入”评级。
该行指，本月22日工信部发布行业季度收入数据后，中国电信股价已下跌，此前中国移动(00941)及中国联通(00762)已公布季度业绩。中国电信季度EBITDA和净利润分别同比升4.7%和3.1%，超出市场预期3%至4%，受惠网络和劳工成本降低，部分被折旧与摊销增长5.9%抵消。中国电信季度服务收入增长落后中国移动及中国联通，净利润增长3.5%与中国移动大体一致，落后中国联通的5.6%。
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