香港宽频中期报告 2024

目 錄 2346101214162024293031323436376171 ICT ICT•ITAegisConnectOFFICE-IN-A-BOXSHOP-IN-A-BOX ITICT ARPH (average revenue per householdARPH)NetflixDisney+myTV SUPER— N mobile3HK 25Gbps^1218 ICT (1) (2) (3) (4) (5)IDD (6)ARPUIDDARPUARPUARPU 2024229202413%58.091% 4%32.623%23 •ITAegisConnectOFFICE-IN-A-BOXSHOP-IN-A-BOXIT 1%11.822024TP-LinkPriority PlusWi-Fi2000MbpsAginet2000Mbps NetflixDisney+myTV SUPER(average revenue per userARPU)ARPU1%181 Global SIM 18%37.72 7%16.285,6004,1001,4001,500200500 24%4.019,8002,200 1,200151%600 93%200 4%11.51 66%1.244,5001.221.771,90030012,200 25Gbps^ 20242 298.0420238 3110.17114.612023831115.89106.572023831105.7220242294.6120238315.3620242294.120238313.8 20242295.320238315.16.5%20238315.3%20242291.920238312.4 20242292023831202422913.28202383117.63 2024229 202361202511242.552.503.95% 9 20242293,30020238314,900 20242292.8220238312.671,500 2,400 19837.801.00 2024229 20242294,15920238314,428 2023 2023 —SHOP-IN-A-BOX Amazon Web Services 2023 012023 — Fortinet Engage ICTOFFICE-IN-A-BOXSHOP-IN-A-BOX OFFICE-IN-A-BOX OFFICE-IN-A-BOX OFFICE-IN-A-BOXOFFICE-IN-A-BOX OFFICE-IN-A-BOXAegisConnect600OFFICE-IN-A-BOX SHOP-IN-A-BOX SHOP-IN-A-BOX(POS) POSSHOP-IN-A-BOXRetailCareSHOP-IN-A-BOX — SHOP-IN-A-BOX 為客戶超越界限N mobile及Priority Plus N mobilePriority Plus 2023N mobileN mobile N mobileN mobileUberN mobile N mobileGlobal SIMGlobal Talk+AppHKBN SAFE N mobile AlipayHKN mobile$1 foodpandaN mobilepandaproN mobile N mobileAgodaAlipayHK foodpandaKKday+foodpandaAgodaAlipayHKKKday UberN mobileUber Priority Plus Wi-FiWi-Fi Wi-FiPriority PlusTP-LinkAginet Unified CloudPriority Plus TP-LinkPriority PlusWi-FiTP-LinkAginet TP-LinkPriority PlusWi-FiTP-Link Priority Plus Wi-FiPriority Plus Wi-Fi Priority Plus Priority Plus 2024 ICT AegisConnect AI 20237AegisConnect202311AegisConnect AIAegisConnect AIPalo Alto NetworksAI AegisConnect AIPalo Alto Networks(NGFW)(SWG)(CASB)(AEP) AegisConnect, AegisConnectAI7x24 Palo Alto NetworksAegisConnect AIPalo Alto Networks 2024 Landing Zone Landing ZoneIT 20246,7901 Landing ZoneIT Landing Zone Landing Zone 2024 Fortinet Engage 20241Fortinet Engage Fortinet EngageSD-WANLANEdgeSD Branch Engage Fortinet Fortinet 2024 RUCKUS AI Wi-Fi RUCKUS Networks (RUCKUS)RUCKUS AIWi-Fi Wi-FiRUCKUSWi-Fi RUCKUS AI70%IT60%AIWi-Fi RUCKUS NETWORKS Priority PlusWi-Fi Priority PlusTP-LinkTP-LinkAginetWi-FiWi-FiPriorityPlusPriority Plus15 N mobile N mobile2023N mobileGlobalSIMGlobal Talk+AppHKBN SAFEN mobile14 N mobile 2024 2024 ICT202311 2024 CommScope RUCKUS Networks (RUCKUS) •ICT••• 2024RUCKUSCommScope RUCKUS Networks 2023 835,243 —49947 Smart Working Parents Club 2024 MixCare Health 1 • • • •202311 27,378 2024 99.9998%99.9997% 100%99.9958% •10Gn x 100G 5G18,4871,19727 • 20242,579,0008,117 20201195% •GPONDWDMIP 1.199% 77.910085.8100 4.86 92% 1625.826 23,358 4.765.7463 2024 • •30% • • • • • •Free2Share1,600HDMIGOODS-CO 20242 2024 202311 2024162123 306020242293434 2410 202422934 108 2024426 2024229— 2024229— 2024229— 1 342024426 202420238312 34 2023831 241029 20242292.73(i)5.0315(ii)1.431612 2 •17 •8•12•12•12 8 12 2 12 12 12 3 (i)(ii)(iii)(iv) (a) (i)(ii)(iii)(iv) 3 20242292023228 202422922.5% 3(b) (b) 3 (b) (i) (ii) (i) 3 (b) (ii) (i) 3 (b) 4 4 4 5 202422916.5%202322816.5% 2008.25%16.5%2023 6 (a) 1,534,000202322823,238,000II1,310,839,00020232281,310,839,000 6 (b) 1,534,000202322823,238,000IIII 7 8 20242298,207,000202322897,618,000 9 (a) BROADBANDgoTGgo HomePlusHomePlus Holding 9 10 3090 11 12 13 (a) 13 (i)202011135,500,000,0002020112320212221.50%5,000,000,000500,000,000Metropolitan Light CompanyLimtedMLCLHKBN Enterprise Solutions Development LimitedHKBNESDLHKBN Enterprise Solutions CaymanCorporationHKBNESCC202511242024142.75% (ii)20213315,500,000,00020214920215241.50%5,000,000,000500,000,000MLCLHKBNESDLHKBNESCC2026492024142.75% (iii)20211292024229109,037,0002023157,660,00030180 13 (b)2024229 (iv)20224112024229107,490,000202396,149,0001.15%120 (v)(i)(ii)(iii)(iv) (i)(ii)20242292023831 20242295.70%20235.77% (vi)20242298,469,000202311,615,0002,363,00020232,582,00020231,077,0000%4.70%20230%4.70% (vii)100,160,0006%69,406,000202381,868,00040202422927,924,000202328,470,0003,139,000202316,815,000 14 20242292023831126069 15 (a) 20242293,800,000,0000.120242291,311,599,35620232281,311,599,356 (b) (i) (ii) (c) MLCL2015217Metropolitan Light Holdings Limited8,0001,757,197,0001,160,785,000MLCL596,420,000 15 (d) (i)IIII 2015221IIII 20156292015818II2,723,000133,0008.50 20151120II159,00010.28 2016620II2,081,0008.10 2017124II258,0008.35 2017720II253,0007.20 2019130II329,0008.90 2019226II31,0008.21 25%25%50% 15 (d) (ii)III PlusIII Plus 201994III PlusIII Plus2019202020212019202020212.532019202020213.031.33202120213.03 202422920232282021119III Plus (iii)IVIV 2021III