华泰证券:中国联通盈利有望持续增长,维持A股“增持”/H股“买入”评级

美港电讯
20 Mar

【华泰证券:中国联通盈利有望持续增长,维持A股“增持”/H股“买入”评级】金十数据3月20日讯,华泰证券研报指出,中国联通(00762.HK)24年实现归母净利润90.3亿元,同比增长10.5%,符合我们此前盈利预测(90.27亿元)。公司2024年合计派发0.41元股息,同比增长20.1%,2024年派息率达到60%,同比提升5pct。该行认为DeepSeek发布后,联通云计算、数据中心等数智业务收入增长动能有望进一步提升,为公司带来新周期发展机遇,随着5G基站建设进入尾声,资本开支步入下降周期,公司后续的利润及现金流有望进一步释放。维持A股“增持”/H股“买入”评级。

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