Financial Performance - For the first half of 2024, China Mobile reported a revenue of RMB 546.7 billion, marking a significant increase compared to the previous year[7]. - In the first half of 2024, the company's revenue reached RMB 546.7 billion, a year-on-year increase of 3.0%, with core business revenue at RMB 463.6 billion, up 2.5%[13]. - The net profit attributable to shareholders was RMB 80.2 billion, reflecting a 5.3% year-on-year growth, with basic earnings per share at RMB 3.75[13]. - The company's EBITDA for the first half of 2024 was 182.7 billion RMB, a decrease of 0.6% from the previous year, with an EBITDA margin of 33.3%[46][58]. - The total comprehensive income for the six months ended June 30, 2024, was RMB 81,802 million, compared to RMB 77,892 million in the same period of 2023, indicating an increase of 5.4%[153]. - The company reported a profit distribution of RMB 46,898 million to shareholders during the period[157]. Customer Base and Market Segments - The total number of mobile customers reached 1 billion, while the number of fixed broadband customers stood at 309 million as of June 30, 2024[7]. - The personal market revenue was RMB 255.2 billion, with mobile customers surpassing 1 billion, and 5G network customers reaching 514 million, a penetration rate of 51.4%[18]. - The family market revenue grew to RMB 69.8 billion, a 7.5% increase, with broadband customers reaching 272 million and a gigabit broadband penetration rate of 33.5%[19]. - The enterprise market revenue was RMB 112.0 billion, up 7.3%, with a customer base of 30.38 million, and a public tender win rate of 18.4%[20]. - Emerging market revenue reached RMB 26.6 billion, growing by 13.2%, with international business revenue at RMB 11.8 billion, a 16.3% increase[23]. Technological Development and Innovation - China Mobile aims to enhance its information service capabilities through the implementation of the "AI+" initiative and the "BASIC" innovation plan[12]. - The company is focused on building a new information service system centered around "connection + computing power + capabilities" to meet the growing digital needs[7]. - The company achieved a total of 8.2 EFLOPS in general computing power and 19.6 EFLOPS in intelligent computing power, with 13 intelligent computing center nodes launched in key regions[25]. - The company has over 1,100 capabilities available through its "AaaS+" initiative, with a total of 319.7 billion calls made to these capabilities in the first half of the year[25]. - The company launched the world's first 800G+ hollow-core fiber experimental network, achieving a 128TB/s data transmission over 20 kilometers[29]. - The company has released 17 self-developed industry-specific large models in the first half of the year, accumulating 450 AI capabilities and empowering nearly 1,000 industry applications[30]. Financial Technology and Digital Transformation - The digital transformation revenue reached RMB 147.1 billion, growing by 11.0% year-on-year, accounting for 31.7% of core business revenue[13]. - The company reported a significant growth in financial technology services, with industry chain financial business scale reaching RMB 37.9 billion, a 72.1% year-on-year increase[23]. Workforce and Operational Scale - As of June 30, 2024, China Mobile's workforce totaled 450,000 employees, reflecting its extensive operational scale[7]. - The company is committed to high-quality development and aims to strengthen its position as a leading information service provider globally[7]. Shareholder and Dividend Information - The company declared an interim dividend of HKD 2.60 per share, representing a year-on-year growth of 7.0%[3]. - The company plans to distribute an interim dividend of HKD 2.60 per share for 2024, representing a year-on-year increase of 7.0%[75]. Research and Development - Research and development expenses increased by 40.6% to 11.97 billion RMB, representing 2.2% of operating revenue, indicating a strong commitment to innovation[56]. - The company has established 34 research and development cooperation platforms and aims to strengthen international collaboration in innovation[38]. Environmental, Social, and Governance (ESG) Initiatives - The company is committed to enhancing its ESG management and has been recognized as a "five-star" company in the "2024 China ESG Listed Company Pioneer 100" list[39]. - The company achieved a comprehensive energy consumption and carbon dioxide emissions reduction of approximately 6% year-on-year as of June 30, 2023, meeting its annual reduction target[68]. - The average Power Usage Effectiveness (PUE) of the company's data centers improved from 1.37 to 1.33, indicating enhanced energy efficiency[68]. - The company has cumulatively assisted in reducing carbon emissions by approximately 162 million tons of CO2 as of June 30, 2023, through the application of AI and other new technologies[69]. Stock Options and Shareholder Structure - The company implemented a stock option incentive plan to align the interests of employees and shareholders, promoting long-term stability and performance improvement[78]. - The total number of stock options granted under the plan cannot exceed 2,047,548,289 shares, which is approximately 10% of the company's total share capital as of the approval date[81]. - The largest shareholder, China Mobile Hong Kong (BVI) Limited, holds 14,890,116,842 shares, representing 69.44% of total shares[101]. - The total number of unrestricted circulating shares is 21,298,406,436, accounting for 99.33% of total shares[92]. Financial Position and Assets - The total assets of the company increased by 1.5% to RMB 1,986,307 million as of June 30, 2024, compared to RMB 1,957,357 million at the end of 2023[45]. - The company's total equity as of June 30, 2024, was RMB 1,348,569 million, reflecting an increase of RMB 37,884 million from the previous period[157]. - The company reported a significant increase in accounts receivable, which rose by 53.7% year-on-year, attributed to the rapid development of government and enterprise business[59].

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2024年7月31日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 中國移動有限公司 | | | 呈交日期: | 2024年8月5日 | | | I. 法定/註冊股本變動 不適用 | | | FF301 第 1 頁 共 10 頁 v 1.1.0 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00941 | | 說明 | | 於香港聯交所上市的股份（「香港股份」） | | | | | 多櫃檯證券代號 | 80941 | RMB | 說明 | 香港股份 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | ...

中国移动有限公司（以下简称"公司"）拟于 2024 年 8 月 8 日披露公司 2024 年半年度报告。为便于广大投资者更全面深入地了解公司 2024 年半年度经营成 果、财务状况，公司计划于 2024 年 8 月 8 日 19:00-20:15 举行 2024 年半年度业 绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次业绩说明会以现场交流和网络直播形式召开，公司将针对 2024 年半年 度的经营成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露 规则允许的范围内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点 股票代码：600941 股票简称：中国移动 公告编号：2024-024 中国移动有限公司 关于召开2024年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 1 会议召开时间：2024 年 8 月 8 日（星期四）19:00-20:15。 网络直播地址：上海证券交易所上证路演中心（http://roadshow.sseinfo.c om/）。 会 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示 概 不 就 因 本 公 告 全 部或任何部分內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 CHINA MOBILE LIMITED 於本公告之日，本公司董事會由楊杰先生、何飈先生、李丕征先生和李榮華先生 擔 任 執 行 董 事；由 姚 建 華 先 生、楊 强 博 士、李 嘉 士 先 生 和 梁 高 美 懿 女 士 擔 任 獨 立 非 執 行 董 事。 （根據公司條例在香港註冊成立之有限公司） 股份代號：941（港幣櫃台）及 80941（人民幣櫃台） 董事會會議召開日期 中國移動有限公司（「本公司」）董事會（「董事會」）宣 佈，本 公 司 將 於2024年8月8 日（星 期 四）在 本 公 司 註 冊 辦 事 處 舉 行 董 事 會 會 議，藉 以（其 中 包 括）批准宣佈本 公司及其附屬公司截至2024年6月30日止六個月的中期業績及考慮派發中期股 息。 承董事會命 中國移動有限公司 黃蕙蘭 公司秘書 香 港，2024年7月29日 中國 ...

本公司谨此提醒投资者，上述客户数据为内部统计数据，并不代表公司对未 来经营情况的任何明示或默示的预测或保证，投资者应注意不恰当依赖或使用上 述数据可能造成的投资风险。 特此公告。 中国移动有限公司 2024年7月19日 1 股票代码：600941 股票简称：中国移动 公告编号：2024-023 中国移动有限公司 2024年6月客户数据公告 中国移动有限公司（以下简称"本公司"或"公司"）公布 2024 年 6 月的客 户数据，详情如下： | 单位：万户 | 2024 | 年 6 月 | | | --- | --- | --- | --- | | 移动业务 | | | | | 客户总数 | | | 100,025.6 | | 本月净增客户数 | | | 181.6 | | 本年累计净增客户数 | | | 925.6 | | 网络客户数 5G | | | 51,421.8 | | 有线宽带业务 | | | | | 客户总数 | | | 30,917.2 | | 本月净增客户数 | | | 165.1 | | 本年累计净增客户数 | | | 1,092.6 | ...

2024-03-25 中国移动（600941.SH） 事件：根据通信世界全媒体消息，中国移动研究院于 7 月 15 日正式宣布设立 星地融合技术研究所，全面推进空天地一体化技术演进。 全球首颗天地一体验证星入轨。2 月 3 日，搭载中国移动星载基站和核心网 设备的两颗天地一体低轨试验卫星成功发射入轨。其中，"中国移动 01 星" 搭载支持 5G 天地一体演进技术的星载基站，是全球首颗可验证 5G 天地一体 演进技术的星上信号处理试验卫星；"'星核'验证星"搭载业界首个采用 6G 理念设计具备在轨业务能力的星载核心网系统，是全球首颗 6G 架构验证星。 -18% -12% -6% -1% 5% 11% 16% 22% 2023-07 2023-11 2024-03 2024-07 中国移动 沪深300 执业证书编号：S1070522080001 执业证书编号：S1070523100001 请仔细阅读本报告末页声明 P.2 请仔细阅读本报告末页声明 长城证券股份有限公司（以下简称长城证券）具备中国证监会批准的证券投资咨询业务资格。 特别声明 本报告署名分析师在此声明：本人具有中国证券业协会授予的证券投资咨询执业资 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2024年6月30日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 中國移動有限公司 | | | 呈交日期: | 2024年7月4日 | | | I. 法定/註冊股本變動 不適用 | | | FF301 第 1 頁 共 10 頁 v 1.1.0 FF301 II. 已發行股份及/或庫存股份變動 本月內因行使期權所得資金總額： HKD 821,847,400 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00941 | | 說明 | 於香港聯交所上市的股份（「香港股份」） | | | | | | 多櫃檯證券代號 | 80941 | RMB | 說明 | 香港股份 | | | | | | | | 已發行股份（不包括庫存股份）數 ...

Investment Rating - The report maintains a "Buy" rating for the company, with a target price of 120 RMB [6][13][12]. Core Insights - The company has been approved for inclusion in the SSE 50 Index and has committed to maintaining a high dividend strategy, aiming for a payout ratio of over 75% by 2026, which is expected to yield a dividend rate of 4.7% for the current year [4][19][13]. - The company is focusing on increasing its capital expenditure in AI and computing power, with a projected capital expenditure of 173 billion RMB for 2024, a decrease of 4% year-on-year, while computing power capital expenditure is expected to grow by 21.5% to 47.5 billion RMB [5]. - The company has shown strong growth in its Q1 2024 performance, achieving a revenue of 263.7 billion RMB, a year-on-year increase of 5.17%, and a net profit of 29.6 billion RMB, up 5.49% year-on-year [18]. Summary by Sections Financial Performance - The company forecasts net profits of 144.4 billion RMB, 154.9 billion RMB, and 166.5 billion RMB for 2024, 2025, and 2026 respectively, with year-on-year growth rates of 9.60%, 7.24%, and 7.53% [6][7]. - Earnings per share (EPS) are projected to be 6.75 RMB, 7.24 RMB, and 7.78 RMB for the same years, with corresponding P/E ratios for A shares of 16, 15, and 14, and for H shares of 11 for all three years [6][7]. Business Segments - The company's revenue breakdown shows significant contributions from various segments: wireless internet services (39.12%), application and information services (21.96%), and broadband services (11.77%) [1]. Market Position - The company is recognized as a leading operator in the domestic market, leveraging its advantages to deepen its involvement in the computing power industry and AI service business, which is expected to provide new growth opportunities amid digital transformation [5].

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2024年5月31日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 中國移動有限公司 | | | 呈交日期: | 2024年6月5日 | | | I. 法定/註冊股本變動 | 不適用 | | II. 已發行股份變動 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | 於香港聯交所上市 (註1) | 是 | | --- | --- | --- | --- | --- | --- | --- | | 證券代號 | 00941 | | 說明 | 於香港聯交所上市的股份（「香港股份」） | | | | 多櫃檯證券代號 | 80941 | RMB | 說明 | 香港股份 | | | | 上月底結存 | | | 20,511,509,045 | | | | | 增加 / 減少 (-) | | | 13,331,844 | | | | | 本月底結存 | | | 20,524,840,889 | | | | | 2. 股份分類 ...

股票代码：600941 股票简称：中国移动 公告编号：2024-021 中国移动有限公司 2023 年末期利润分派 A 股实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 每股分配比例 A 股末期每股现金红利人民币 2.1849 元（含税） 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息） | 现金红利发放日 | | --- | --- | --- | --- | --- | | | | | 日 | | | Ａ股 | 2024/6/5 | － | 2024/6/6 | 2024/6/6 | 差异化分红送转： 否 1. 发放年度：2023 年末期 2. 分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体 A 股股东。 3. 分配方案： 公司 2023 年全年派息率为 71%（折算汇率采用 2023 年底中国人民银行公布 的港元对人民币中间价计算）。公司向全体股东派发截至 2023 年 1 ...