港股异动 | 电信股集体走高 数据要素政策密集落地 运营商分红率进一步提升

智通财经
10 Oct 2024

智通财经APP获悉,电信股集体走高,截至发稿,中国通信服务(00552)涨6.7%,报4.46港元;中国联通(00762)涨4.61%,报7.03港元;中国移动(00941)涨3.39%,报74.65港元;中国电信(00728)涨2.86%,报4.68港元。

消息面上,10月8日,国家发改委等部门印发《国家数据标准体系建设指南》,明确到2026年基本建成国家数据标准体系等内容,为数据要素产业提供了清晰的发展路径。中信证券指出,数据要素产业政策密集发布,各省市快速建设相关基础平台,为后续数据运营流转奠定良好基础。看好行业在政策引导支持下的发展前景,数据产业链上下游有望协同发展。

国元国际指出,三大运营商的传统业务基本盘稳定,未来将持续提交稳定的现金流;随着AI技术的普及和其他新技术、新业务形态的涌现,运营商在数字产业中的新动能也将不断增长,进而推动整体业务体量保持持续增长。与此同时,三大运营商仍在不断提高分红派息比率。按目前的股价,其股息率有望在当下6%的水平上进一步提升。

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