金吾财讯 | 中国联通(00762)股价强势，午后升幅扩大，截至发稿，报9.29港元，涨幅4.5%，成交额6.8亿港元。光大证券海外研报指，2020-2024年间，公司年均股息率超过6%，具有较好的防御属性。公司聚焦“联通通信”和“算网数智”两大核心业务，联通云有望成为第二增长曲线。预测公司2025-2027年归母净利润分别为217亿、232亿、251亿元人民币，2025年5月7日股价8.95港元对应2025-2026年PE分别为12x、11x，可比公司2025-2026年平均预测PE分别为12x、11x，26年公司估值低于可比公司平均估值水平，给予中国联通(H)“买入”评级。中银国际提到，中国联通也已连续几年每股分红保持双位数增长，增速远超每股净利润增幅。稳健增长的业绩和充沛的现金流支撑运营商成为高股息资产的典型代表。
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