通信行业专题:2024年业绩总结与云计算业务重估

国信证券股份有...
30 Mar

投资摘要运营商经营稳健,2024年营收和净利润保持稳定增长。2024年中国移动/中国电信/中国联通营收同比分别增长3.1%/3.1%/4.6%,归母净利润同比分别增长5.0%/8.4%/10.5%,ROE分别为10.2%/7.3%/5.5%。其中:收入端:新兴业务保持快速增长。受益AI发展,运营商云计算、数据中心IDC、政企信息化等业务呈现高景气度。运营商近些年重点布局数据中心、算力等产业数字化...

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