AI智能总结
二零二四年中期報告 020304171719212326454749 19979 3199710 222319981 272021572520215 1820221 5A20236 19 20246 3045103.0920245,467 20246 3069.64%30.36%A+/A1/ IDC 20241BASIC62AI+ 2024 20245,4673.0%4,6362.5%335.01.5CHBN4 HBN45.0%2.351,47111.0%31.7%2.4 8025.3%3.75EBITDA61,823EBITDA39.3%11.8%0.3640674 20242.6077.0%202482023 CHBN ++CHBN5G2,552109265G5.140.4951.4%4847.7%93.1514037.2%5G1.291,1822,155ARPU51.0 +FTTRHDICT6987.5%2.7284833.5%20233.52.081515.7%1.525,864FTTR505296.4%HDICT3,55270.1%ARPU43.40.2% ++DICTAI+DICT1,1207.3%3,03820118.4%305850050419.3%IaaS+PaaS5G5G45G3953.7% To V7295,7915G+1.710To G•v3.012613.8%1,5801,075 26613.2%5G11816.3%++XR+3D14511.3%1.2337972.1%55.5%15.8% 34.6%4.5%7.9%DICT6528.4%9.7% 5G5G3145G229700MHz 5G70.55G-ARedCap2805G-A30020246100%97%4.388.2 EFLOPS(FP32)19.6 EFLOPS (FP16)N+X1013400G1-5-20msIPv6AaaS+1,1003,197(DSSN)68 17867020COCA112.0DPU2,000PBDCMM121,0197,030DICT+211.481+4+413Brand Finance 2024 BASIC6 14BASIC6 5G-A/6G5G R185G-A5G-Ae0115IoT-NTN6G1.06G IETFDPU5,000800G+20128TB/s30% 1+N+4017450AI1,000A 5tokens AaaS+AI+ AI (5G)2023 AI+ AI+AIAI+ AI+2,000AIAI+ AI+AI+DICTCOMPASS16AIAIAIAIAIAI20AIAIAIAIAIAI5GAI+AIAI+AIAI1.103.5%5G11.7%5.5154 AI+AI+AI+AI +3515A+3A 5G+341,300GTI400 ESG ESG 2024ESG100 +5G+AI++AIAI+ AI+BASIC6 20248 8 20246 30 20246 30 20246 30 20246 30 20246 30 1 19979 3(BVI)9960 199710 23 20221 5 2 20246 303434 /34 202312 31202320246 30 202312 31 20248 8 2 241045 202312 3120246 30622436 622662(3)6320231231 622406(2)407(2)(3) 3 202312 31 20241 1 •/12020•/12022•/16•/7/7 4 5% 5 9 10 (a) //20246 28202312 29202320236 30202212 30 20246 302024 200910% (b) 11 (a) 20246 3080,20120236 3076,17321,407,141,69320236 3021,368,063,583 (b) 202420236 30 (i)14 (ii)18 202420236 30(i)(ii) 20246 3080,16920236 3076,07021,510,078,36520236 3021,397,822,194 11 (b) (ii) 12 20246 3062,969202363080,53673,10820236 3085,623 20243 215G2023IMT-2030 (6G)6G202520306G5G6G5G6G5G20241 15G71020246 309,53520236 30 13 (a) (i) 13 (a) (ii) 20246 3043,9062023123135,31763.8%202312 3170.1%202463010.6%20246 30 20246 3045,3082023123136,52416.5%202312 3132.8%20246 30 20246 30202312 31 (b) 5G700MHz 5G700MHz700MHz700MHz700MHz 5G700MHz50%700MHz5G 14 (a) ••• (b) 20246 30 202312 31 202420236 306 14 (c) (d) 202420236 30 15 1 20246305,000202312 315,00020523.32%3.08%-3.11% 18 20205 20 2,047,548,28910% (i)(ii)(i)40%24(ii)30%36(iii)30%48 20206 129,914305,601,7021.5%55.00 20229 1910,988607,649,9992.8%51.60 20246 3031420236 30392 18 (a) 73,512,65720236 3075,569,16471.7220236 3064.78 (b) 20246 30202312 31 18 (c) 4.003.28 19 (i)202412,377,00063.0566.45155141 20 (a) 202420236 3014A (i)(ii)(iii)(iv)(v) 20 (b) 202420236 30 20 (b) (i)//(ii)(iii)(iv)20246 306,97820236 306,90512,66420236 3013,73657020236 30248(v)(vi)(vii)(viii) (c) 202420236 30 (i)(ii)(iii) 20 (d) 20(a)20(b)20(c) / 21 22 10(a) 23 1744343434343434 2410 3434 108 2024CHBN5,4673.0%4,6362.5%3634.3%1620.5%2,0513.2%6308.4%1,29010.9%2.8 20244,6102.3%84.3% 1,4270.6%26.1% 9656.4%17.7%5G 7516.6%13.7% 2928.9%5.3% 8155.4%14.9% 36023.6%6.6% 20248025.3%14.7%EBITDA1,8230.6%,EBITDA33.3%, EBITDA39.3% 5GAI202464013.8% 2024620,2166,37731.5% 20246 30667420246 302,48490.9%2.5%6.4% 20221 5 51,981,373,781.8651,373,879,467.7420215 24202112 215G202312 31495.7118.0320246 308.5620246 302023 20246 30571XV 20246 30352C3 20246 30 20205 2020204 14 (1)(2)(3) 1020205 20 2,047,548,28910%20248 89.55% 1% (i)(ii) 1.00 20246 30 20246 30 20246 30 (i)40%24(ii)30%36(iii)30%4810 20246 30 20246 305% 20246 30336 2023 굙20244 26굙20245 22굙20244 26 20247 1 20247 4 13.51B(1) 2024630154,555,920.752,377,000 / 20246 30 20246 30 20246 30C1 20241120246 30 D2 D2D22023 20246 302.602024 20249 420249 62024202420249 3430183171712 1716202420249 2420249 6 2024 202420242024 20249 3430 2024 中國移動有限公司香港中環皇后大道中99號中環中心60樓電話: (852) 3121 8888傳真: (852) 3121 8809 網址:www.chinamobileltd.com歡迎進入中國移動有限公司網站