中國移動認購浦發銀行
Bilibala: Short term impact, should be a good opportunity to buy more. I think it is a better use of the extra cash China Mobile had
財華社深圳新聞中心
近日盛傳可能斥資400億元認購浦發銀行(600000-CN)約22億股定向增發股份的中國移動，股價今早初段逆市走弱，現跌2.28%至72.95港 元，成交826萬股。中國移動發布公告確認，已就入股浦發銀行的規模達成協議，將通過投資浦發銀行擴展移動電子商務業務；但將專注於開發增值服務。中國移 動同時表示不排除與其他銀行合作的可能性。
有市場評論認為，中國移動開發移動電子商務業務是遠離主營業務的多元化做法，難以量化可能獲得的收益。長線投資者將中國移動作為公用事業類股，原因是3.7%的歷史股息收益率，而入股浦發銀行所帶來的大規模資本支出也可能擊碎投資者對該公司提高股利支付比率的預期。
但大華繼顯則稱，中國移動之前曾談及將在2010年推出高附加值的移動支付業務；與浦發銀行在移動支付領域的合作不但能夠幫助中國移動解決監管問題，還能夠獲得交叉銷售效應。
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