The three major operators earned more than 500 million yuan in the past half of the year to accelerate the sprint cloud market

China Commercial Daily (Reporter Jiao Likun) The first half of the first half of the three major telecommunications operators achieved high growth after gathered A shares, earning more than 500 million yuan in total. In addition to the "good days" of operators, in addition to the steady and good basic business, digital transformation income has also become a highlight, especially in the cloud market rapidly.

The three major operators earn more than 500 million yuan a day

On the evening of August 16th, China Telecom released the semi -annual report. At this point, the performance lists of the three major operators in the first half of this year have been announced. Data show that in the first half of this year, China Mobile was still far ahead, and its net profit was about three times the sum of the net profit of China Telecom and China Unicom.

Specifically, China Mobile achieved operating income of 496.934 billion yuan, an increase of 12.01%year -on -year; net profit of home mother was 70.275 billion yuan, an increase of 18.87%year -on -year. China Telecom achieved operating income of 240.219 billion yuan, an increase of 10.42%year -on -year; net profit at home was 18.291 billion yuan, an increase of 3.09%year -on -year. China Unicom achieved operating income of 176.261 billion yuan, an increase of 7.36%year -on -year; net profit at home was 4.786 billion yuan, an increase of 18.67%year -on -year.

In total, the net profit of the three major operators in the first half of the year was 93.352 billion yuan. In the first half of the year, according to 181 days, the three major operators earned over 500 million yuan a day in the first half of the year.

It is worth noting that the three major operators have invariably used half of the net profit to pay dividends, and the total dividend is about 53.466 billion yuan. Among them, China Mobile plans to distribute a dividend of about 40.466 billion yuan, China Telecom ’s dividends are about 10.981 billion yuan, and China Unicom plans to issue a dividend of about 2.019 billion yuan. In contrast, China Telecom has the highest dividend ratio, reaching 60%. The company said that the midterm of dividends highlight the company's high attention to shareholders' return, and a stable high -dividend policy, while showing the good financial cash flow situation of China Telecom, has further catalyted the valuation improvement.

China Mobile's 5G package penetration at the bottom

As my country's 5G network deployment enters the deep water area, the three major operators have continued to increase their investment in 5G, and the size of 5G package users is also increasing. Data from the 2022 World 5G conference show that my country has built 1.854 million 5G base stations and end users with more than 450 million end users.

Although China Mobile has the largest number of mobile phone users in the world, it is the bottom of the 5G package penetration rate, and China Telecom is currently the fastest.

Data show that China Telecom has 384 million mobile phone users, 5G package users reached 232 million, and the penetration rate of 5G package reached 60.3%; China Unicom's mobile phone users have 320 million households, of which 185 million users have reached 185 million, 5G package meals, 5G package meals The penetration rate is 58%; China Mobile's mobile phone users are 970 million, with a net increase of 12.96 million, of which 5G package users reach 511 million households, and the 5G package penetration rate is about 52.7%.

However, from the perspective of more value ARPU values ​​(average business income contributed by each user monthly contribution), China Mobile is still a leader. In the first half of this year, the ARPU value of China Mobile's mobile phone users was 52.3 yuan, the ARPU value of China Telecom mobile phone users was 46.0 yuan, and the ARPU value of China Unicom mobile phone users was 44.4 yuan.

Cloud business growth strong "national team" accelerate running

With the accelerated development of my country's digital economy, the digital transformation income of the three major operators performed well.

China Telecom's semi -annual report shows that in the first half of this year, the company's industrial digital revenue reached 58.9 billion yuan, an increase of 19.0%year -on -year. , Accounted for 26%of the revenue of communication services, becoming the main driving force for the company's revenue growth; China Unicom achieved a revenue of 36.9 billion yuan in the industrial Internet in the first half of this year, an increase of 31.8%over the same period last year. Income has become the "first engine" of the real performance growth.

"On the whole, the revenue of the three major operators is growing. The growth of traditional communications business, especially personal customers, has grown slowly, and its corporate income has grown rapidly. The major development of emerging businesses such as cloud computing IoT big data is contributed, and on the other hand, it is also the result of the continuous investment in the digital transformation of operators and enterprises in terms of political enterprise affairs. "Ma Jihua, a senior telecommunications industry analyst, told the China Business Daily reporter.

It is worth mentioning that, as the core element of the rapid growth of digital business in the industry, the cloud business of operators has emerged. At present, state -owned enterprises and state -owned enterprises have been in the cloud, providing opportunities for operators to promote digital transformation.

Among them, Tianyi Yun, a subsidiary of China Telecom, is undoubtedly a highlight of the company's semi -annual report. In the first half of this year, Tianyi Cloud's revenue reached 28.082 billion yuan, an increase of 100.8%year -on -year. Half -year income exceeds the whole year of last year. Among them, public cloud revenue increased by 115.2%year -on -year, and private cloud revenue increased by 70.9%year -on -year, and continued to maintain the leading position of China's government affairs public cloud market share first and the top of the proprietary cloud service market.

China Mobile is also accelerating.Data show that mobile cloud revenue reached 23.4 billion yuan, an increase of 103.6%year -on -year, accelerating to the industry's first camp.It is understood that from 2019 to 2021, the market share of mobile clouds in the domestic public cloud has jumped from 20 to 7th.China Unicom's Unicom cloud revenue doubled in the first half of this year, reaching 18.7 billion yuan, an increase of 143.2%year -on -year.

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