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中国联通
7.070
+0.020
0.28%
手动刷新
成交量:
1,588.26万
成交额:
1.12亿
市值:
2,163.28亿
市盈率:
9.17
高:
7.120
开:
7.050
低:
7.020
收:
7.050
52周最高:
10.340
52周最低:
6.950
股本:
305.98亿
香港流通股本:
305.98亿
量比:
0.41
换手率:
0.05%
股息:
0.47
股息率:
6.69%
每股收益(LYR):
0.771
净资产收益率:
5.69%
总资产收益率:
1.73%
市净率:
0.52
市盈率(LYR):
9.17
市销率:
0.49
数据加载中...
总览
公司
新闻资讯
公告
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·
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和众汇富研究手记:北斗短信商用提速 通信产业迎新变量
IT新闻网
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中国联通北斗短信业务试商用启动
人民财讯
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河南联通启动一批数字通信电缆集采
光电通信
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02/05
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·
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市场透视
·
02/05
中国联通(00762)出现大手买入70万股,成交价$7.34,涉资513.8万
阿斯达克财经
·
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港股智能驾驶板块盘初走强,百度涨超2%,浙江世宝、中国联通、广汽集团等个...
金融界
·
02/05
中国联通(00762)出现大手买入200万股,成交价$7.29,涉资1.458千万
阿斯达克财经
·
02/04
【热门行业】运营商增值税调整影响或有限 长期转型料提速
金吾财讯
·
02/04
【券商聚焦】中国银河:此次增值税税目适用范围调整虽然可能令ARPU虽短期承压,但影响程度有限
金吾财讯
·
02/04
【券商聚焦】华泰证券:运营商增值税调整对利润端影响或低于直接测算
金吾财讯
·
02/04
中国银河证券:增值税调整盈利弱扰动 三大运营商高股息属性有望加强
智通财经
·
02/03
小摩:内地电讯商增值税调高 料中国移动(00941)受影响最小
智通财经
·
02/03
增值税上调对运营商利润冲击几何?摩根大通:移动<电信<联通
华尔街见闻
·
02/03
中国联通股价连续3天下跌累计跌幅6.6%,银华基金旗下1只基金持200.97万股,浮亏损失68.33万元
新浪财经
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21财经
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跌2.37%,中国移动跌2.12%,中国联通跌0.96%。高盛发表报告指,对中移动从传统电信服务向创新业务的拓展保持正面看法。然而5G电信服务增长持续放缓,根据最新数据,2025年12月中国行业新增5G基站数量较该行预估低8,000个,该行预计2026年及2027年新增5G基站数将分别按年下降8%及7%,达到54万个及50万个。该行认为中移动目前估值处于合理水平。","market":"us","thumbnail":"https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974782","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0149721374.USD","00728","LU1226287529.USD","LU1481107354.HKD","HK0000288743.USD","BK1589","LU1064131003.USD","LU1522347837.USD","SG9999002463.SGD","BK1536","LU0880133367.SGD","SGXZ81163826.USD","LU1226287875.USD","LU0067412154.USD","LU1807302812.USD","HK0000252152.HKD","LU1497733557.USD","LU0871576103.HKD","LU1226288170.HKD","HK0000252160.HKD","601728","HK0000288784.HKD","LU1226287792.SGD","LU1497734951.SGD","BK1133","LU1152091754.HKD","LU1008478684.HKD","BK1521","BK1610","HK0000500386.USD","HK0000352382.USD","LU1960683339.HKD","00762","HK0000352291.HKD","00941","LU1152091168.USD","LU1634259391.SGD","LU2148510915.USD","SGXZ49509284.SGD","BK0261","80883","BK1152","LU1497733631.SGD","BK1506","LU1993786604.SGD","LU0164880469.USD","LU1951186391.HKD","LU1064130708.USD","LU1226288253.USD","LU0531971595.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2609529258","title":"中国联通、中国电信获批北斗短信,手机直连卫星:是时候告别“信号盲区焦虑”了?","url":"https://stock-news.laohu8.com/highlight/detail?id=2609529258","media":"价值研究馆","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609529258?lang=zh_cn&edition=fundamental","pubTime":"2026-02-08 00:00","pubTimestamp":1770480034,"startTime":"0","endTime":"0","summary":"最近,通信行业传来一则重磅消息:中国电信和中国联通拿到了工信部的批复,要在北斗三号短报文公众应用上搞商用实验。这意味着,中国电信、中国联通用户可以在“不换卡、不换号”的前提下,使用支持北斗短信的终端,通过北斗卫星发送短消息。北斗三号短报文技术的特别之处,在于它把卫星通信的门槛狠狠踩低了一截。从国外的星链计划到国内的北斗应用,全球科技公司都在抢跑手机直连卫星这条赛道。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260208002137954044cc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:39","pubTimestamp":1770449953,"startTime":"0","endTime":"0","summary":"近日,中国时空信息集团携手三大基础电信运营商,正式推动北斗短信业务进入规模化商用阶段。和众汇富认为,这些问题并非北斗短信独有,而是卫星通信商业化过程中普遍需要面对的阶段性挑战,其解决有赖于技术进步、规模效应和市场机制的逐步成熟。综合来看,中国时空信息集团联合三大运营商推进北斗短信商用,是我国通信产业发展中的一项重要进展。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260207154125a4876d9e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:15","pubTimestamp":1770286503,"startTime":"0","endTime":"0","summary":"TONGDING河南联通发布2025-2026宽带客户接入物料采购公开招标项目招标公告。公告显示,本项目采购5e类、6类、6A类三种类型的数字通信电缆,共486.9024万米。其中:1.数字通信电缆_非屏蔽5e类,434.7834万米;2.数字通信电缆_非屏蔽6类 ,45.9702万米;3.数字通信电缆_非屏蔽6A类,6.1488万米。本项目设置最高投标限价。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205181841a6d6c212&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:08","pubTimestamp":1770286096,"startTime":"0","endTime":"0","summary":"证券之星消息,2月5日港交所披露数据显示,当日港股电讯行业的19只个股中有12只被沽空,总沽空股数为3568.02万股,总沽空金额为6.39亿元(港元),而当日电讯行业的总成交金额为29.23亿元(港元),沽空比例为21.85%。当日电讯行业总体涨1.2%。从沽空金额来看,中国移动、中国联通、中国电信沽空金额位居行业前三,分别为4.54亿港元、7995.45万港元、7689.57万港元。沽空比例为当日沽空金额与当日总成交金额的比例。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205182019a6d6c3ab&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:51","pubTimestamp":1770281491,"startTime":"0","endTime":"0","summary":"2月3日,中国联通发布公告称,其持股5%以上股东中国国有企业结构调整基金股份有限公司已完成此前披露的减持计划。本次减持完成后,国调基金仍持有中国联通1,563,221,267股,持股比例由6.08%降至5.00%,仍为公司重要战略股东。自2017年至2025年,中国联通每年稳定派发红利,国调基金累计获得分红15.17亿元,其中本次减持股份对应的历年分红收益约为2.69亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205170542a47f8317&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1770280215,"startTime":"0","endTime":"0","summary":"中国联通北京时间02月05日,涨0.96%,卖空量成交622.4万股,较上一交易日减少5.78%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205163213a47f5df0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:08","pubTimestamp":1770275280,"startTime":"0","endTime":"0","summary":"[大手成交]中国联通(00762)在下午03:08出现大手买入,成交量为70万,成交价为港币$7.34,涉资513.8万。至目前为止,股价升0.824%,今日最高价为$7.37,而最低价为$7.2,总成交量为3.89千万股,总成交金额港币$2.833亿。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126132514810_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126132514810_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2602058865/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2602058865/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK0082","LU2148510915.USD","BK0010","SG9999002463.SGD","00762","BK1589","LU1781817850.SGD","BK0188","LU1064130708.USD","LU1064131003.USD","BK0006","LU2328871848.SGD","BK0196","BK1133","BK1536","SG9999003461.SGD","LU1580142542.USD","LU1969619763.USD","BK0164","BK0261","BK1506","BK0028","600050"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2609061343","title":"港股智能驾驶板块盘初走强,百度涨超2%,浙江世宝、中国联通、广汽集团等个...","url":"https://stock-news.laohu8.com/highlight/detail?id=2609061343","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609061343?lang=zh_cn&edition=fundamental","pubTime":"2026-02-05 09:42","pubTimestamp":1770255777,"startTime":"0","endTime":"0","summary":"港股智能驾驶板块盘初走强,百度(09888.HK)涨超2%,浙江世宝(01057.HK)、中国联通(00762.HK)、广汽集团(02238.HK)等个股跟涨。《广东省加快数字社会高质量建设实施意见》提出,拓展无人驾驶公共交通运营区域,扩大智能网联汽车道路测试与示范应用范围,鼓励导航、网约车、智慧停车等数字交通服务平台提供智慧融合交通服务。本文源自:金融界AI电报","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205094759a47de8df&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:00","pubTimestamp":1770188400,"startTime":"0","endTime":"0","summary":"[大手成交]中国联通(00762)在下午03:00出现大手买入,成交量为200万,成交价为港币$7.29,涉资1.458千万。至目前为止,股价升0.138%,今日最高价为$7.35,而最低价为$7.22,总成交量为5.781千万股,总成交金额港币$4.206亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126132514810_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126132514810_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2602047038/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2602047038/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["600050","BK0196","LU1580142542.USD","BK1133","LU2328871848.SGD","LU1969619763.USD","SG9999002463.SGD","BK0006","LU2148510915.USD","SG9999003461.SGD","BK0164","BK0010","BK0261","BK1589","BK1536","BK0082","LU1064130708.USD","LU1064131003.USD","BK0188","00762","LU1781817850.SGD","BK1506","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2608084335","title":"【热门行业】运营商增值税调整影响或有限 长期转型料提速","url":"https://stock-news.laohu8.com/highlight/detail?id=2608084335","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608084335?lang=zh_cn&edition=fundamental","pubTime":"2026-02-04 11:20","pubTimestamp":1770175243,"startTime":"0","endTime":"0","summary":"政策落地后,三大运营商于2月1日同步发声,均承认此次增值税税目调整将对公司收入与利润产生一定影响。长期来看,此次调整倒逼运营商摆脱内卷、聚焦核心能力建设,行业有望实现高质量转型,华泰证券认为虽然增值税税目调整将对各公司短期业绩造成一定程度的影响,但电信运营商盈利能力及现金流稳定、分红具备吸引力、其数字化业务有望受益于国内AI应用产业发展的长期逻辑并未发生变化,仍是兼具红利和科技双属性的稀缺投资品种。","market":"us","thumbnail":"https://static.szfiu.com/news/20250106/YWM4OGFlZWVjMzgwOWEyMjFjMjcxMjc0NzUxMTA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/YWM4OGFlZWVjMzgwOWEyMjFjMjcxMjc0NzUxMTA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974546","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["HK0000288784.HKD","BK1589","LU1993786604.SGD","LU0067412154.USD","BK1610","LU0149721374.USD","LU1226288253.USD","LU1152091168.USD","LU1497734951.SGD","BK1521","LU1008478684.HKD","LU1497733557.USD","LU0039217434.USD","BK1536","HK0000252160.HKD","HK0000352291.HKD","LU1634259391.SGD","HK0000352382.USD","LU0880133367.SGD","LU1226287792.SGD","BK1152","BK1506","LU0531971595.HKD","00941","LU1634259557.SGD","00762","LU1807302812.USD","00728","LU1226287529.USD","LU1481107354.HKD","HK0000500386.USD","LU1226287875.USD","LU0164880469.USD","LU1960683339.HKD","LU1522347837.USD","SG9999002463.SGD","LU1497733631.SGD","HK0000288743.USD","LU2148510915.USD","LU1064131003.USD","LU1226288170.HKD","LU1951186391.HKD","LU0164865239.USD","LU1152091754.HKD","LU0871576103.HKD","80883","BK1133","HK0000252152.HKD","LU1064130708.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2608038758","title":"【券商聚焦】中国银河:此次增值税税目适用范围调整虽然可能令ARPU虽短期承压,但影响程度有限","url":"https://stock-news.laohu8.com/highlight/detail?id=2608038758","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608038758?lang=zh_cn&edition=fundamental","pubTime":"2026-02-04 09:06","pubTimestamp":1770167195,"startTime":"0","endTime":"0","summary":"三大运营商于2月1日同步发布公告,均表示此次增值税税目适用范围调整,将对公司收入与利润产生影响。通信运营商业务多元,增值税调整对盈利影响较小。三大运营商经营稳健,此次增值税税目适用范围调整虽然可能令ARPU虽短期承压,但影响程度有限,高股息基本盘稳固,未来有望采取额外的提振分红回报举措。","market":"other","thumbnail":"https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974516","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1807302812.USD","LU1993786604.SGD","BK1521","LU1497733557.USD","BK1506","HK0000252152.HKD","06881","HK0000500386.USD","LU1522347837.USD","LU1226288253.USD","LU1951186391.HKD","LU0164865239.USD","LU2148510915.USD","00941","BK1610","LU1226287529.USD","LU0164880469.USD","BK0276","LU1497734951.SGD","80883","LU0149721374.USD","BK1536","00728","LU1226287792.SGD","LU0039217434.USD","LU0880133367.SGD","HK0000288784.HKD","HK0000352382.USD","LU0067412154.USD","LU1960683339.HKD","LU0871576103.HKD","LU1152091754.HKD","BK1133","LU1634259557.SGD","601881","BK1589","LU1226287875.USD","BK1564","BK1152","LU1152091168.USD","LU0531971595.HKD","LU1226288170.HKD","HK0000352291.HKD","00762","HK0000288743.USD","LU1481107354.HKD","LU1634259391.SGD","LU1008478684.HKD","HK0000252160.HKD","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2608382125","title":"【券商聚焦】华泰证券:运营商增值税调整对利润端影响或低于直接测算","url":"https://stock-news.laohu8.com/highlight/detail?id=2608382125","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608382125?lang=zh_cn&edition=fundamental","pubTime":"2026-02-04 08:52","pubTimestamp":1770166356,"startTime":"0","endTime":"0","summary":"综上,该机构认为最终运营商受到的利润端影响或低于直接测算值。","market":"sg","thumbnail":"https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974510","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["HK0000288743.USD","BK0183","00941","BK1506","LU1497733557.USD","00762","LU0067412154.USD","HK0000288784.HKD","BK0012","LU1807302812.USD","BK1133","LU1328615791.USD","LU1634259391.SGD","HK0000352291.HKD","00728","HK0000500386.USD","LU1808992512.USD","LU0880133367.SGD","LU1481107354.HKD","LU1064131003.USD","BK1610","HK0000252152.HKD","LU1152091168.USD","LU1497734951.SGD","LU1522347837.USD","BK1536","LU1226287792.SGD","BK0276","LU1226288253.USD","LU0531971595.HKD","LU0149721374.USD","LU0871576103.HKD","HK0000352382.USD","LU1497733631.SGD","BK1152","HK0000252160.HKD","LU1226287529.USD","LU1960683339.HKD","LU1781817850.SGD","SG9999002463.SGD","601688","LU1226287875.USD","LU1993786604.SGD","80883","BK0188","LU0164880469.USD","LU2148510915.USD","BK0028","LU1934453819.USD","LU1064130708.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2608182665","title":"中国银河证券:增值税调整盈利弱扰动 三大运营商高股息属性有望加强","url":"https://stock-news.laohu8.com/highlight/detail?id=2608182665","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608182665?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 16:36","pubTimestamp":1770107786,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中国银河证券发布研报称,2月1日,三大运营商同步发布公告回应增值税税目适用范围调整,均表示将对公司收入与利润产生影响。参考近年来三大运营商在年报中所披露的业务分布,其中假设各项业务毛利率均为综合毛利率26%,期间费用率16%,实际税率20%,计算可得此次增值税调整对三大运营商净利润约有6%-8%的削减,考虑可能出现的进项税额加计抵扣等补偿性政策,实际影响还会进一步降低。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1401036.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["HK0000352291.HKD","159207","BK0276","LU0531971595.HKD","HK0000352382.USD","LU1064130708.USD","BK1589","LU0164865239.USD","LU1226287875.USD","LU1481107354.HKD","LU1807302812.USD","LU1960683339.HKD","LU0871576103.HKD","BK1506","LU1226288253.USD","LU0067412154.USD","00941","HK0000252160.HKD","BK1536","LU1152091754.HKD","LU0039217434.USD","BK1152","BK1521","00728","LU1008478684.HKD","LU0880133367.SGD","161027","LU1226287529.USD","HK0000288743.USD","LU1951186391.HKD","LU0164880469.USD","HK0000252152.HKD","LU2148510915.USD","601881","00762","BK1564","LU1497733631.SGD","80883","LU1226287792.SGD","LU1993786604.SGD","LU1634259391.SGD","BK1147","HK0000288784.HKD","LU1634259557.SGD","BK0188","SG9999002463.SGD","HK0000500386.USD","LU1522347837.USD","06881"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2608382589","title":"小摩:内地电讯商增值税调高 料中国移动(00941)受影响最小","url":"https://stock-news.laohu8.com/highlight/detail?id=2608382589","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608382589?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 16:22","pubTimestamp":1770106924,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,摩根大通发布研报称,内地三大电讯营运商宣布调整增值税,涉及移动数据、短信/彩信以及互联网宽带服务的业务税率,将由6%上调至9%。该行预计,有关调整将对中国移动(00941)、中国电信(00728)及中国联通(00762)的2026年净利润构为7.1%、12.6%及11.9%影响,并估计对中移动的影响在三间营运商中最小,因其毛利较高。不过,该行认为实际盈利冲击可能较估算温和,因为三大电讯商正处于国企改革进程中,而当局为国企订立财务指标KPI,包括利润增长、股本回报率改善及健康的现金流。预期电讯商可透过不同措施抵销增值税调整的影响,包括优化营运开支、加价及控制资本开支等。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1401016.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE00BKDWB100.SGD","BK1521","LU2237443622.USD","80883","BK4534","LU1807302812.USD","600941","LU0531971595.HKD","BK4581","BK1506","HK0000252152.HKD","LU0106261372.USD","SG9999002224.SGD","LU0070302665.USD","BK1133","LU1670628061.USD","LU2054465674.USD","LU0211331839.USD","LU2417539215.USD","LU1226287529.USD","LU2023250504.SGD","LU1267930490.SGD","LU0211327993.USD","CHL","LU0820561818.USD","LU0039217434.USD","LU1481107354.HKD","00728","LU0320765646.SGD","LU1668664300.SGD","LU0345770308.USD","LU1974910355.USD","LU0265550359.USD","LU1988902786.USD","LU0516422440.USD","LU1914381329.SGD","LU1894683264.USD","LU1116320737.USD","BK1589","LU0971096721.USD","LU1084165304.USD","LU0238689110.USD","00762","LU1522347837.USD","00941","IE00BWXC8680.SGD","LU0164880469.USD","LU0164865239.USD","LU2746668461.USD","LU2213496289.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2608784789","title":"增值税上调对运营商利润冲击几何?摩根大通:移动<电信<联通","url":"https://stock-news.laohu8.com/highlight/detail?id=2608784789","media":"华尔街见闻","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608784789?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 15:07","pubTimestamp":1770102441,"startTime":"0","endTime":"0","summary":"摩根大通认为,三大运营商受增值税税率上调(6%至9%)影响,2026年净利润预计承压,其中中国移动因利润率较高受冲击相对较小。运营商将通过提价、成本优化及AI云业务增长抵消负面影响;目前股价回调后,高股息率仍具吸引力,维持“增持”评级。","market":"hk","thumbnail":"https://static.tigerbbs.com/04077325faf84972ac0cae4319607907","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/04077325faf84972ac0cae4319607907"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3764833","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3764833","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BN8TJ469.HKD","LU0882574139.USD","LU1226288170.HKD","LU1116320737.USD","LU0234572021.USD","IE00B1XK9C88.USD","LU0211328371.USD","LU2242649171.HKD","LU1496350171.SGD","BK4585","00728","LU1261432733.SGD","LU0310799852.SGD","LU2237443978.SGD","LU0149725797.USD","LU0971096721.USD","BK1506","HK0000352291.HKD","LU2023250843.SGD","HK0000500386.USD","IE00B775SV38.USD","HK0000352382.USD","LU1668664300.SGD","00762","LU1960683339.HKD","BK4516","00941","IE00BKDWB100.SGD","LU0256863811.USD","LU0345770308.USD","LU2236285917.USD","LU2430703178.SGD","LU2213496289.HKD","LU2381873111.SGD","LU1363072403.SGD","LU2552382058.USD","LU2237443549.SGD","IE00BBT3K403.USD","LU1497734951.SGD","IE00BWXC8680.SGD","LU0215105999.USD","LU0106831901.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2608822461","title":"中国联通股价连续3天下跌累计跌幅6.6%,银华基金旗下1只基金持200.97万股,浮亏损失68.33万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2608822461","media":"新浪财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608822461?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 15:00","pubTimestamp":1770102000,"startTime":"0","endTime":"0","summary":"2月3日,中国联通跌0.41%,截至发稿,报4.81元/股,成交12.31亿元,换手率0.83%,总市值1503.82亿元。中国联通股价已经连续3天下跌,区间累计跌幅6.6%。从基金十大重仓股角度数据显示,银华基金旗下1只基金重仓中国联通。现金流ETF基金四季度持有股数200.97万股,占基金净值比例为2.93%,位居第九大重仓股。根据测算,今日浮亏损失约4.02万元。连续3天下跌期间浮亏损失68.33万元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203151630a4766bb5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:00","pubTimestamp":1770094800,"startTime":"0","endTime":"0","summary":"2026年2月1日,移动、电信、联通三大运营商发布联合公告,宣布手机流量及宽带业务的增值税税率从6%正式上调至9%。按目前行业营收结构测算,本次受税率波动影响的业务收入规模接近1.2万亿元。这意味着全行业净利润将面临10%到15%的定向削减。在“十五五”之前,6%的低税率本质上是国家给予通信产业的战略扶持。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203131039a6ccfaec&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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