View ValuationChina Mobile 将来の成長Future 基準チェック /06China Mobile利益と収益がそれぞれ年間2.8%と1.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に9.8% 2.8%なると予測されています。主要情報2.8%収益成長率2.76%EPS成長率Wireless Telecom 収益成長-3.2%収益成長率1.4%将来の株主資本利益率9.84%アナリストカバレッジGood最終更新日24 Jul 2026今後の成長に関する最新情報Price Target Changed • Feb 03Price target decreased by 10% to CN¥88.00Down from CN¥98.00, the current price target is an average from 15 analysts. New target price is 26% above last closing price of CN¥69.70. Stock is down 3.1% over the past year. The company is forecast to post earnings per share of CN¥6.64 for next year compared to CN¥6.45 last year.すべての更新を表示Recent updatesお知らせ • Jul 25China Mobile Announces Comprehensive Upgrade to Traditional Calling ServicesChina Mobile announced a comprehensive upgrade to its traditional calling services, ushering in a next-generation calling experience defined by HD, intelligence, and security. Overcoming the limitations of traditional, voice-only interactions, China Mobile has leveraged its mature VoLTE/VoNR network foundation to deeply integrate AI models with HD audio and video capabilities. Without requiring users to change their phones or SIM cards, seven core AI functions are now seamlessly embedded into the native dialer interface. These upgrades include Live Captions bridge communication gaps for the elderly and hearing-impaired; HD video calls and AI noise reduction create a crystal-clear, immersive calling experience; AI anti-fraud intercepts high-risk calls in real time to safeguard users' assets. Furthermore, the introduction of Data Channel (DC) technology and visual call menus transforms standard calls into agile, interactive service windows, enabling multi-party collaboration and seamless business transactions directly within the call. Through this initiative, China Mobile has successfully evolved traditional calls from a mere voice pipeline into a secure, integrated information hub. Deutsche Telekom launched Magenta AI, leveraging artificial intelligence to enhance calling across all scenarios. T-Mobile US introduced a network-side, real-time translation service covering over 80 languages, effectively breaking down cross-border communication barriers. Saudi stc rolled out English-Arabic bilingual simultaneous interpretation, which has now entered large-scale commercial trials. South Korea's LG U+ launched its ixi-O intelligent calling assistant, shifting the user experience from passive responses to proactive smart interactions and earning three prestigious GLOMO industry awards. The synchronized efforts of these global leaders confirm that basic calling services have officially entered a new era of AI integration. Deeply empowered by artificial intelligence, "Calling + AI" has become the definitive blueprint for the intelligent transformation of the global telecommunications industry. As operators continue to refine these native capabilities, the traditional voice network is poised to reclaim its position as the most secure, ubiquitous, and valuable entry point in the AI era.お知らせ • Jun 30China Mobile Limited to Report First Half, 2026 Results on Aug 14, 2026China Mobile Limited announced that they will report first half, 2026 results on Aug 14, 2026お知らせ • Jun 24China Mobile Limited Announces Resignation of Wang Limin from Executive Director, Effective June 24, 2026China Mobile Limited announced that Mr. Wang Limin had resigned from his position as an Executive Director of the Company by reason of work reassignment with effect from June 24, 2026.Upcoming Dividend • May 29Upcoming dividend of HK$2.52 per shareEligible shareholders must have bought the stock before 05 June 2026. Payment date: 24 June 2026. Payout ratio and cash payout ratio are on the higher end at 75% and 81% respectively. Trailing yield: 6.2%. Lower than top quartile of Hong Kong dividend payers (6.9%). Higher than average of industry peers (3.2%).お知らせ • Mar 30China Mobile Limited to Report Q1, 2026 Results on Apr 21, 2026China Mobile Limited announced that they will report Q1, 2026 results on Apr 21, 2026Declared Dividend • Mar 28Final dividend of HK$2.52 announcedShareholders will receive a dividend of HK$2.52. Ex-date: 5th June 2026 Payment date: 24th June 2026 Dividend yield will be 7.3%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (75% earnings payout ratio) but not covered by cash flows (136% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 27Full year 2025 earnings released: EPS: CN¥6.35 (vs CN¥6.45 in FY 2024)Full year 2025 results: EPS: CN¥6.35 (down from CN¥6.45 in FY 2024). Revenue: CN¥1.05t (flat on FY 2024). Net income: CN¥137.1b (flat on FY 2024). Profit margin: 13% (in line with FY 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Wireless Telecom industry in Asia.お知らせ • Mar 26China Mobile Limited, Annual General Meeting, May 21, 2026China Mobile Limited, Annual General Meeting, May 21, 2026.Price Target Changed • Feb 03Price target decreased by 10% to CN¥88.00Down from CN¥98.00, the current price target is an average from 15 analysts. New target price is 26% above last closing price of CN¥69.70. Stock is down 3.1% over the past year. The company is forecast to post earnings per share of CN¥6.64 for next year compared to CN¥6.45 last year.お知らせ • Dec 26China Mobile Limited to Report Fiscal Year 2025 Results on Mar 27, 2026China Mobile Limited announced that they will report fiscal year 2025 results on Mar 27, 2026Reported Earnings • Oct 21Third quarter 2025 earnings released: EPS: CN¥1.44 (vs CN¥1.43 in 3Q 2024)Third quarter 2025 results: EPS: CN¥1.44 (up from CN¥1.43 in 3Q 2024). Revenue: CN¥250.9b (up 2.5% from 3Q 2024). Net income: CN¥31.1b (up 1.4% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Wireless Telecom industry in Asia.お知らせ • Sep 30China Mobile Limited to Report Q3, 2025 Results on Oct 20, 2025China Mobile Limited announced that they will report Q3, 2025 results on Oct 20, 2025Upcoming Dividend • Aug 26Upcoming dividend of HK$2.75 per shareEligible shareholders must have bought the stock before 01 September 2025. Payment date: 17 September 2025. Payout ratio is a comfortable 74% and the cash payout ratio is 91%. Trailing yield: 5.6%. Lower than top quartile of Hong Kong dividend payers (6.6%). Higher than average of industry peers (3.3%).Declared Dividend • Aug 12First half dividend of HK$2.75 announcedShareholders will receive a dividend of HK$2.75. Ex-date: 1st September 2025 Payment date: 17th September 2025 Dividend yield will be 6.2%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (74% earnings payout ratio) but not adequately covered by cash flows (91% cash payout ratio). The dividend has increased by an average of 6.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: CN¥2.48 (vs CN¥2.37 in 2Q 2024)Second quarter 2025 results: EPS: CN¥2.48 (up from CN¥2.37 in 2Q 2024). Revenue: CN¥280.0b (down 1.1% from 2Q 2024). Net income: CN¥53.6b (up 6.0% from 2Q 2024). Profit margin: 19% (up from 18% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Wireless Telecom industry in Asia.業績と収益の成長予測SEHK:80941 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,080,522141,544180,713292,3921012/31/20271,075,713138,821186,418305,4811412/31/20261,058,218131,982166,729259,974143/31/20261,052,905135,806122,081273,049N/A12/31/20251,050,187137,09575,968232,919N/A9/30/20251,043,967142,84596,474252,713N/A6/30/20251,037,784142,407110,137268,196N/A3/31/20251,040,812139,395132,271290,154N/A12/31/20241,040,759138,373159,762315,741N/A9/30/20241,025,207137,141112,995290,177N/A6/30/20241,025,334135,79499,555274,632N/A3/31/20241,022,270133,308106,984285,479N/A12/31/20231,009,309131,766122,517303,780N/A9/30/2023989,332132,433116,905290,836N/A6/30/2023971,044131,357114,491294,003N/A3/31/2023960,685127,90292,215278,185N/A12/31/2022937,259125,45991,162280,750N/A9/30/2022923,115127,50779,135293,240N/A6/30/2022901,545127,09490,960300,418N/A3/31/2022877,149117,505101,842316,262N/A12/31/2021848,258115,937107,453314,764N/A9/30/2021842,300113,205N/AN/AN/A6/30/2021821,854111,196123,863309,314N/A3/31/2021785,199108,399N/AN/AN/A12/31/2020768,070107,843117,312307,761N/A9/30/2020753,617106,441N/AN/AN/A6/30/2020746,353106,34369,136281,474N/A3/31/2020742,217106,441N/AN/AN/A12/31/2019745,917106,641N/A247,591N/A9/30/2019735,819104,581N/AN/AN/A6/30/2019734,414108,203N/A214,016N/A3/31/2019736,319115,681N/AN/AN/A12/31/2018736,819117,781N/A206,151N/A9/30/2018738,714117,179N/AN/AN/A6/30/2018743,475117,245N/A225,566N/A3/31/2018742,014115,279N/AN/AN/A12/31/2017740,514114,279N/A245,514N/A9/30/2017735,221112,741N/AN/AN/A6/30/2017726,941110,844N/A248,067N/A3/31/2017714,921109,641N/AN/AN/A12/31/2016708,421108,741N/A253,701N/A9/30/2016690,835111,239N/AN/AN/A6/30/2016692,995111,775N/A249,760N/A3/31/2016682,535108,639N/AN/AN/A12/31/2015668,335108,539N/A235,089N/A9/30/2015683,614111,138N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 80941の予測収益成長率 (年間2.8% ) は 貯蓄率 ( 3% ) を下回っています。収益対市場: 80941の収益 ( 2.8% ) Hong Kong市場 ( 12.3% ) よりも低い成長が予測されています。高成長収益: 80941の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 80941の収益 ( 1.4% ) Hong Kong市場 ( 8.7% ) よりも低い成長が予測されています。高い収益成長: 80941の収益 ( 1.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 80941の 自己資本利益率 は、3年後には低くなると予測されています ( 9.8 %)。成長企業の発掘7D1Y7D1Y7D1YTelecom 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/27 22:05終値2026/07/27 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋China Mobile Limited 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。42 アナリスト機関Anand RamachandranBarclaysChris LaneBernsteinBertram LaiCGS International39 その他のアナリストを表示
Price Target Changed • Feb 03Price target decreased by 10% to CN¥88.00Down from CN¥98.00, the current price target is an average from 15 analysts. New target price is 26% above last closing price of CN¥69.70. Stock is down 3.1% over the past year. The company is forecast to post earnings per share of CN¥6.64 for next year compared to CN¥6.45 last year.
お知らせ • Jul 25China Mobile Announces Comprehensive Upgrade to Traditional Calling ServicesChina Mobile announced a comprehensive upgrade to its traditional calling services, ushering in a next-generation calling experience defined by HD, intelligence, and security. Overcoming the limitations of traditional, voice-only interactions, China Mobile has leveraged its mature VoLTE/VoNR network foundation to deeply integrate AI models with HD audio and video capabilities. Without requiring users to change their phones or SIM cards, seven core AI functions are now seamlessly embedded into the native dialer interface. These upgrades include Live Captions bridge communication gaps for the elderly and hearing-impaired; HD video calls and AI noise reduction create a crystal-clear, immersive calling experience; AI anti-fraud intercepts high-risk calls in real time to safeguard users' assets. Furthermore, the introduction of Data Channel (DC) technology and visual call menus transforms standard calls into agile, interactive service windows, enabling multi-party collaboration and seamless business transactions directly within the call. Through this initiative, China Mobile has successfully evolved traditional calls from a mere voice pipeline into a secure, integrated information hub. Deutsche Telekom launched Magenta AI, leveraging artificial intelligence to enhance calling across all scenarios. T-Mobile US introduced a network-side, real-time translation service covering over 80 languages, effectively breaking down cross-border communication barriers. Saudi stc rolled out English-Arabic bilingual simultaneous interpretation, which has now entered large-scale commercial trials. South Korea's LG U+ launched its ixi-O intelligent calling assistant, shifting the user experience from passive responses to proactive smart interactions and earning three prestigious GLOMO industry awards. The synchronized efforts of these global leaders confirm that basic calling services have officially entered a new era of AI integration. Deeply empowered by artificial intelligence, "Calling + AI" has become the definitive blueprint for the intelligent transformation of the global telecommunications industry. As operators continue to refine these native capabilities, the traditional voice network is poised to reclaim its position as the most secure, ubiquitous, and valuable entry point in the AI era.
お知らせ • Jun 30China Mobile Limited to Report First Half, 2026 Results on Aug 14, 2026China Mobile Limited announced that they will report first half, 2026 results on Aug 14, 2026
お知らせ • Jun 24China Mobile Limited Announces Resignation of Wang Limin from Executive Director, Effective June 24, 2026China Mobile Limited announced that Mr. Wang Limin had resigned from his position as an Executive Director of the Company by reason of work reassignment with effect from June 24, 2026.
Upcoming Dividend • May 29Upcoming dividend of HK$2.52 per shareEligible shareholders must have bought the stock before 05 June 2026. Payment date: 24 June 2026. Payout ratio and cash payout ratio are on the higher end at 75% and 81% respectively. Trailing yield: 6.2%. Lower than top quartile of Hong Kong dividend payers (6.9%). Higher than average of industry peers (3.2%).
お知らせ • Mar 30China Mobile Limited to Report Q1, 2026 Results on Apr 21, 2026China Mobile Limited announced that they will report Q1, 2026 results on Apr 21, 2026
Declared Dividend • Mar 28Final dividend of HK$2.52 announcedShareholders will receive a dividend of HK$2.52. Ex-date: 5th June 2026 Payment date: 24th June 2026 Dividend yield will be 7.3%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (75% earnings payout ratio) but not covered by cash flows (136% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 27Full year 2025 earnings released: EPS: CN¥6.35 (vs CN¥6.45 in FY 2024)Full year 2025 results: EPS: CN¥6.35 (down from CN¥6.45 in FY 2024). Revenue: CN¥1.05t (flat on FY 2024). Net income: CN¥137.1b (flat on FY 2024). Profit margin: 13% (in line with FY 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Wireless Telecom industry in Asia.
お知らせ • Mar 26China Mobile Limited, Annual General Meeting, May 21, 2026China Mobile Limited, Annual General Meeting, May 21, 2026.
Price Target Changed • Feb 03Price target decreased by 10% to CN¥88.00Down from CN¥98.00, the current price target is an average from 15 analysts. New target price is 26% above last closing price of CN¥69.70. Stock is down 3.1% over the past year. The company is forecast to post earnings per share of CN¥6.64 for next year compared to CN¥6.45 last year.
お知らせ • Dec 26China Mobile Limited to Report Fiscal Year 2025 Results on Mar 27, 2026China Mobile Limited announced that they will report fiscal year 2025 results on Mar 27, 2026
Reported Earnings • Oct 21Third quarter 2025 earnings released: EPS: CN¥1.44 (vs CN¥1.43 in 3Q 2024)Third quarter 2025 results: EPS: CN¥1.44 (up from CN¥1.43 in 3Q 2024). Revenue: CN¥250.9b (up 2.5% from 3Q 2024). Net income: CN¥31.1b (up 1.4% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Wireless Telecom industry in Asia.
お知らせ • Sep 30China Mobile Limited to Report Q3, 2025 Results on Oct 20, 2025China Mobile Limited announced that they will report Q3, 2025 results on Oct 20, 2025
Upcoming Dividend • Aug 26Upcoming dividend of HK$2.75 per shareEligible shareholders must have bought the stock before 01 September 2025. Payment date: 17 September 2025. Payout ratio is a comfortable 74% and the cash payout ratio is 91%. Trailing yield: 5.6%. Lower than top quartile of Hong Kong dividend payers (6.6%). Higher than average of industry peers (3.3%).
Declared Dividend • Aug 12First half dividend of HK$2.75 announcedShareholders will receive a dividend of HK$2.75. Ex-date: 1st September 2025 Payment date: 17th September 2025 Dividend yield will be 6.2%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (74% earnings payout ratio) but not adequately covered by cash flows (91% cash payout ratio). The dividend has increased by an average of 6.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: CN¥2.48 (vs CN¥2.37 in 2Q 2024)Second quarter 2025 results: EPS: CN¥2.48 (up from CN¥2.37 in 2Q 2024). Revenue: CN¥280.0b (down 1.1% from 2Q 2024). Net income: CN¥53.6b (up 6.0% from 2Q 2024). Profit margin: 19% (up from 18% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Wireless Telecom industry in Asia.