《大行》野村:内地电讯业今年展望具挑战性 降中电信(00728.HK)及联通(00762.HK)评级至“中性”

阿斯达克财经
Feb 12

野村研究报告指,国家官方数据显示,内地电讯行业2025年表现疲弱,服务收入按年增幅由前值3.2%放缓至0.7%,主要反映核心业务市场饱和、新兴业务增长放缓、竞争加剧以及宏观环境疲弱等因素。行业移动服务收入按年下跌3.1%至6,097亿元人民币。数据显示,移动用户渗透率已达130%,较全球平均水平107.5%高22.5个百分点;三大电信商之间的竞争日趋激烈,今年展望具挑战性。该行维持中国移动(...

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