Express News | The National Development and Reform Commission convened a coordination and scheduling meeting for major projects under the "Six Networks" framework to improve the collaborative promotion mechanism for the "Six-Network Synergy."
Research Insight | Guohai Securities: Initiates Coverage of China Mobile with a "Buy" Rating, AI Computing Power Drives Structural Transformation
A research report by Guohai Securities pointed out that China Mobile's net profit, on a comparable basis, is experiencing positive growth, with AI computing power driving structural transformation. In the first half of 2026, the company reported operating revenue of RMB 538.035 billion, a year-on-year decrease of 1.1%; principal business revenue stood at RMB 452.663 billion, down 3.1% year-on-year; and other business revenue reached RMB 85.372 billion, up 11.2% year-on-year, primarily driven by growth in mobile phone and other terminal sales. Net profit attributable to shareholders of the parent company was RMB 78.934 billion, a year-on-year decline of 6.3%. After excluding the impact of adjustments to VAT item policies, both operating revenue and net profit achieved positive growth on a comparable basis. The company guided for full-year efforts
CHINA MOBILE To Go Ex-Dividend On August 25th, 2026 With 2.9003 HKD Dividend Per Share
August 14th (Beijing Time) - $CHINA MOBILE(00941.HK)$ is trading ex-dividend on August 25th, 2026.Shareholders of record on August 26th, 2026 will receive 2.9003 HKD dividend per share on September 30
Express News | Kehua Data and China Mobile Inner Mongolia Discuss Deepening Cooperation on Computing Power Infrastructure
China Mobile Stock Advances 1.0% in Hong Kong
Research Highlights | CICC: Strong demand drives year-on-year CAPEX growth for China Mobile; maintains "Outperform" rating on A and H shares
Gelonghui, August 14 – According to a research report by CICC, China Mobile’s revenue for the first half of 2026 (1H26) met expectations, while profits exceeded them. During 1H26, the basic telecommunications business faced pressure, computing power services saw significant growth, and intelligent services remained largely stable. New businesses such as token operations and computing power services aligned well with robust market demand and achieved rapid development. Accompanying the expansion of these new businesses, capital expenditure in the first half increased year-on-year, with a notable structural shift toward computing power. The firm believes that strong customer demand for computing power justifies the increase in capital expenditure and its structural adjustment, which are consistent with business development. Looking ahead to the full year, on one hand, the company may make moderate upfront investments in data centers and computing power resources; on the other hand,