税改“冲击波”下,高股息“老登”中国移动的“危”与“机”

知常容
Feb 08

突发,运营商再陷困境。2月1日,三大运营商同时发布以下公告:来源:运营商电信服务增值税税目适用范围调整公告在传统电信业务收入增速放缓背景下,增值税税率的调整可谓让运营商雪上加霜,这对整个电信运营商群体意味着什么?先说结论,在用户和运营商合同里,增值税的调整不会牵涉套餐费用的调整,即套餐标准不变,但运营商交的税增加了,所以最大的影响自然是运营商2026年收入(不含增值税)和利润都将减少。作为行业龙头...

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