中原证券给予中国移动买入评级：盈利水平行业领先，构建“连接+算力+能力”新型信息服务体系

每日经济新闻2025-04-22

中原证券04月22日发布研报称，给予中国移动（600941.SH，最新价：113.15元）买入评级。评级理由主要包括：1）营收稳健增长，盈利能力保持国际一流运营商领先水平；2）成本管控良好，强化提质增效；3）个人市场精细运营，家庭市场价值拓展；4）政企市场加速推广“AI+DICT”服务，新兴市场贡献提升；5）资本开支占收比下降，精准投资增强数智底座；6）新兴业务推动行业转型升级，运营商加快智算中心...

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