中国电信2023年年报

AH 2023 2023 2023 A370%202391,507,138,6990.09082.3620230.143220230.2332213.39202370%202475% TRANSMIT 2023 AA24.5p.p.70.4%70%31%202320203.2 1. 20235,1366.7%14,6506.9%11EBITDA21,3685.0%330410.3%0.339884130 20230.09020230.143220230.233219.0%70%A202475% 2. 2023 138392.9%3.3174.5%20204.2%11.8%AI 2.1 52020472023131175.6%2023 AI20231,9572.4%25812.4%1,6594.08ARPU745.40.4%1,2313.8%19012.8%9261.90ARPU847.62.8% RDO65,000IT45.0%6.0p.p.98 2.2 5G5G5G5G5G5G5G5GFTTR 202151.6%70.4%97267.9%137 11.3%5G5G106.3%3.1(AIoT)5.27,70020231,38917.9%29.9%2.8p.p. 2.3 TeleCloudOS4.0AI PaaSDCMM5API4645%502.02023129 93.0240%DaaSIaaSIaaS+PaaS10 1+N+M1112600MaaS9 D750DGartner+O2O13 6G 110202205GPON15PLCAI1225 S+5G5G-ARedCap5G NR NTNNTN5G-A6G6G 4.1EFLOPS1632.3%200IP5GSDNAIL35GCL4 2.4 8.1EFLOPS11.0EFLOPS279.3%2024A I D C142kW-50kW+DCI1ms/10ms/15ms1ms/5ms/20ms1510%2801,0001.0EFLOPS 5G4G4G5G3,4003905G225G1214G20090% 11.5p.p.AI12.6p.p.AIAI8 800MHz20238800MHz5G202412545G800MHz 2.5 4BG (WBBA)7732WBBA 53115Tbps50%306,000 CDN15 2.6 5G30 1,30019.6%11133,000 60%596 Institutional Investor2023 3. ESGTheAsset2023ESG2023 4. ++AI+ 2024326 (AI)AIAI+ 202355G 5G202317.275G5G8.0520236.361000Mbps1.63202340.5923.32 16.8%1.686.2% 20233,015GB15.2%(DOU)16.85GB10.9%5G5G9.49771731 FTTR 2023 20231016202411 20233102023415 20231229202471 2023625202381 20237102023815 20231320252035 20232C/2H/2B/2G 5G5G5G5GAI 2023313202361 202381202411 20234.081,659ARPU45.40.4%1.90926ARPU47.62.8% 5G5G(AIoT)20231,38917.9%29.9%2.8p.p.202151.6%70.4%97267.9% 5G121 2024AIDC2kW-50kW+D C I1ms/10ms/15ms1ms/5ms/20ms10%1,30019.6%113IP5GSDN TeleCloudOS4.0PaaSDCMM5API4645%1+N+MDGartner1105G (AIoT)5.2 5G106.3%3.1 TeleCloudOS 4.02023+++AIDCI 5G5G5G46%48%5G 6.7%4,6506.9%11 5G5G +O2O98%4.7 5G5G5G 5G5G5G5G5G 5GAI5G5G 2C/2H/2B/2G 20231,9572.4%25812.4% 20235,136 20231,2313.8%19012.8%9261.90ARPU47.62.8% 1,6594.08ARPU45.40.4% ARPU ARPU AI FTTRAI TeleCloudOS4.0 AI3.0240%DaaSIaaSIaaS+PaaS202397267.9% AI1+N+M12600MaaS92.0 D750DGartner+O2O 15PLCAI1225 5GAI5G5G AI5G5G5G106.3%3.1 20231,38917.9%29.9%2.8p.p.202151.6%70.4% 110202205GPON 2023 860App7p.p. AI3.7AI12.6p.p. 20226.9%4,764.2320226.3%304.46202210.3%0.33EBITDA181,368.3020225.0%EBITDA1929.4% 202320235,135.5120226.7%174,649.65 202320235,135.51 20226.7%4,649.6520226.9% 20232022 20235G5G20231,956.602.4%38.1% 202320231,388.9017.9%27.0% 2023FTTRARPU20231,230.633.8%24.0% 202373.5220223.4% 2023485.8620224.4% 4,764.2320226.3%92.8% 5GAI2023 20232022 668.0420223.9%13.0%511.9520221.4% 20235G4G997.0220222.9%19.4% 2023928.0520229.5%18.1%2023ESG 2023AI1,604.1120228.7%31.2% 2023AI 2023304.46202210.3% 2023567.0120224.1%11.0% 20233.3220223.25 20235G5G4G5G988.3820226.8% 25.0%202387.7622.4%0.1 202385.39 20232022 20222,336.392023810.4693.6%202294.3% 20231,375.080.8% 2023954.921.3% 2023334.7718.2%2022 2023202320228,076.988,358.143.5%20223,712.713,886.474.7%202346.5% 20231,355.73202250.92202312312,054.52 20232022 20232091.42202213.42A97.3%202297.4%1.8%20221.7%0.9%20220.9% 93.2%202295.8% 202312312022 20231231 2024–2026 2024 +++++AI+ 20245G AI (2) 1. 3. 202391,507,138,6990.09082.3620230.143220230.2332213.39202370%202452720232023 2. (1) H20%20%201935201935 AHH202320232024726 H[2008]8972024612HH202310% 2024612HHHH202466H [1993]045[2011]348H10%10%H10%10%H10%20% [2014]81[2016]127H20%H H HH 4. 20231620222022202316202316 202316 202220235232026202520222023523 20235232022202220222022 119 5. 20235232022202352320222022202352320262025 6. 20231231915.0791,507,138,6991.00A77,629,728,699H13,877,410,0002021820AA4.531.0010,396,135,267AAA470.94467.124.49A2021922A479.04475.16 96.2820231231105.93484.81 4.495G20221231378.88 7. 202312313365% 20231231336 8. 20231231XV352C3 2023 9. 202310202023102020211022IT202320241231 20231231 10. 16. 202312315253255 17. 11. 20 202334 18. 12. 2023123120221231 46 19. 2023123132 13. 2023 20. 14. 202312314 20231231 21. 15. 2023123120231,614.86 2023123126 22. 29. 20231231530% 20231231 23. 20231231530% 202312311,661 24. 30. 20231231910 31. 25. 20231231 32. 26. 4343(a)14A14A 27. 45 28. 33. 35. 202320231231 20231231 2020•202020215720202021202220212022202320242023 2023ESG2023ESG 34. 2024326 2022–2023A 2023 2023287 2023 2023ESG5G 2B 202312312023C1 5G 2023Institutional Investor2023ESGThe Asset2023ESGCorporate Governance Asia2023Asiamoney2023—FinanceAsia2023ESG2023 2 1.20231 6202220231 6 6020125* 6020205 5720198GSMA 4920223 5320231 4820235GSMA 6020175* 6320231(FCPA)(FCCA)(FCA)1984199919841996200062015920151020163 69201810(1937)20012011200520082011420152 6720231(1997)501998 67202351984 5020223 58201210 5220235 4620235 5820223 20138 20233.09D20231231 20231231127141161432023523320262025 745–60461–75852510110 20231231 C3 C32023 202381 20232 202312314 *20228 1620231620235 232022 202312313 202312313 *20228 1620231620235 23202