China Mobile's "Elephant Dance" stock price rose more than 6% against the market

On September 23, the capital market reproduced the "elephant dance".

On the same day, China Mobile A shares opened slightly, and the beginning of the market quickly turned red, and continued to move forward at a high level. As of the close, China Mobile volume rose 6.01%to 68.4 yuan/share, with a transaction value of 956 million yuan. At the same time, the other two major operators also showed a strong trend. China Telecom A -share rose 2.66%, and China Unicom's A shares rose 1.75%.

In contrast to the collective "elephant dance" of the communication sector, the three major stock indexes fell across the board on September 23.

Recently, the disclosure of the number of 5G users may be an important factor in enhancing market confidence.

On September 22, according to data from the Ministry of Industry and Information Technology, from January to August this year, the cumulative revenue of telecommunications business completed a total of 1072.1 billion yuan, an increase of 8.2%year -on -year. The total number of telecommunications business calculated at the previous year increased by 21.7%year -on -year. As of the end of August, the total number of 5G base stations reached 2.102 million, accounting for 19.8%of the total number of mobile base stations, accounting for 5.5 percentage points at the end of the previous year. Among them, 677,000 new 5G base stations were built from January to August.

The three major operators also disclosed the main operating data in August 2022. Data show that in August this year, the number of customers of China Mobile's 5G package increased by 15.82 million, with a cumulative 539 million households; China Telecom 5G package users had a net increase of 6.27 million, and the number of 5G package users was 244 million; China Unicom 5G package users The number of new number was 4.881 million households, with a cumulative 195 million households.

China Mobile recently publicly stated in investor relations activities that the current 5G terminal penetration rate accounts for only about 50%, and the dividends that affected 4G liters and 5G have not yet been fully released. The value of the filling of the product and equity to the value of ARPU (the average income per user) is very obvious; the industry development space is huge, the demand for digitalization of production and life, social governance, etc., and the traffic such as traffic will further increase. I believe that ARPU can grow steadily in the future.

From the perspective of Wang Zhengnan, a senior observer observer of the telecommunications operator industry, in the short term, the recent disclosure of related data has a certain role in promoting the rise of the stock price of the three major operators. In the long run, in order to stabilize the valuation of the three major operators, the three -level market confidence has been actively promoted by increasing their holdings and repurchase. From a fundamental point of view, the three major operators have long -term performance stable. Continuous optimization of the structure. With the release of good news, some funds may be optimistic about the investment opportunities of the three major operators.

According to an announcement disclosed by China Mobile, the operating income in the first half of 2022 was 496.9 billion yuan; during the same period, China Telecom's operating income was 240.2 billion yuan; China Unicom achieved operating income of 176.261 billion yuan.

Reporter Li Qiaoyu

Profile reporter He Wangjuan

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