日賺3.79億元！萬億電信巨頭大手筆分紅，預計今年資本開支略降
繼聯通之後，中國移動的業績也出爐了。
今日，中國移動A股微漲0.77%，報105元/股，總市值2.26萬億元；港股收跌1.42%，報83.5港元/股，總市值1.8萬億港元。
2024年全年派息率爲73%
中國移動2024年實現營收10408億元，同比增長3.1%；歸母淨利潤爲1384億元，同比增長5%；扣非淨利潤爲1227億元，同比增長4%。
這意味着，中國移動在2024年營收突破1萬億元，平均每天實現淨利潤達3.79億元。
其中，中國移動第四季度的營收爲2493.01億元，同比增長6.65%；歸母淨利潤爲274.92億元，同比增長4.69%。
分業務來看，中國移動的主營業務收入達到8895億元，同比增長3%。
其中，無線上網業務收入3859億元；有線寬帶業務收入1302億元，同比增長9.6%；應用及信息服務收入2438億元，同比增長10%。
其他業務收入爲1513億元，同比增加3.8%。
作爲紅利股的代表，中國移動的分紅情況備受關注，董事會建議2024年全年派息率爲73%。
中國移動擬向全體股東派發2024年度末期股息每股2.49港元，連同已派發的中期股息，2024年全年股息合計每股5.09港元，同比增長5.4%。
同時，中國移動承諾，從2024年起，三年內以現金方式分配的利潤逐步提升至當年股東應佔利潤的75%以上，持續爲股東創造更大價值。
Capex有所下降
隨着AI大時代的到來，移動等運營商的資本開支情況成爲關注的焦點。
2024年，中國移動的各項資本開支合計約1640億元，佔主營業務收入的18.4%，同比下降2.5個百分點。
期間，中國移動加快向“AI+”轉變，建強新型人工智能基礎設施，呼和浩特、哈爾濱兩大萬卡級超大規模智算中心上線投產；佈局能源、交通、醫療、教育等40款AI行業大模型，助力各行各業“智改數轉網聯”。
應用層面，中國移動推出24款AI+產品、39個AI+DICT應用，加速向智能服務全面升級。
截至2024年底，智算規模達29.2EFLOPS（FP16），通算規模達8.5EFLOPS（FP32），能力中臺滿足內外部用戶調用需求達到7776億次。目前，中國移動AI核心團隊人員約2000人。
展望2025年，中國移動預計，全年資本開支合計約爲1512億元，主要用於連接基礎設施優化、算力基礎設施升級、面向長遠的基礎設施佈局以及支撐CHBN（個人市場C、家庭市場H、政企市場B、新興市場N）科技創新、感知提升等方面。
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