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GSMA智库:2023绿色金融案例报告(中译版)(22页).pdf

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1、 2023 GSMA IntelligenceJune 2023Green is good for business:making the financial case in telecomsGSMA Intelligence is the definitive source of global mobile operator data,analysis and forecasts,and publisher of authoritative industry reports and research.Our data covers every operator group,network a

2、nd MVNO in every country worldwide from Afghanistan to Zimbabwe.It is the most accurate and complete set of industry metrics available,comprising tens of millions of individual data points,updated daily.GSMA Intelligence is relied on by leading operators,vendors,regulators,financial institutions and

3、 third-party industry players,to support strategic decision-making and long-term investment planning.The data is used as an industry reference point and is frequently cited by the media and by the industry itself.Our team of analysts and experts produce regular thought-leading research reports acros

4、s a range of industry The GSMA is a global organisation unifying the mobile ecosystem to discover,develop and deliver innovation foundational to positive business environments and societal change.Our vision is to unlock the full power of connectivity so that people,industry,and society thrive.Repres

5、enting mobile operators and organisations across the mobile ecosystem and adjacent industries,the GSMA delivers for its members across three broad pillars:Connectivity for Good,Industry Services and Solutions,and Outreach.This activity includes advancing policy,tackling todays biggest societal chall

6、enges,underpinning the technology and interoperability that make mobile work,and providing the worlds largest platform to convene the mobile ecosystem at the MWC and M360 series of events.We invite you to find out more at Follow the GSMA on Twitter:GSMA 2023 GSMA Intelligence.This research and mater

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本文主要讨论了电信行业绿色投资的经济案例。文章指出,绿色投资可以降低成本并提高收入。主要观点包括: 1. 5G基础设施投资昂贵,运营商的资本支出(CAPEX)中约有85-90%用于5G,预计到2025年整个行业将投资约1万亿美元。 2. 运营支出(OPEX)中,能源成本占很大比例,平均运营商的能源成本占总运营支出的20-40%。通过投资能效更高的网络设备,可以降低能源消耗,从而降低OPEX。 3. 绿色产品,如碳中和认证产品,可以吸引消费者,提高收入。例如,在英国,如果25%的合同用户为绿色套餐支付5%的溢价,将使服务收入增长约1%。 4. 企业客户可以通过数字化项目减少碳排放,同时提高效率。例如,GSMA Intelligence估计,5G、物联网、云计算和人工智能的结合可以实现2030年前全球碳排放量减少40%。 5. 文章还讨论了如何通过智能资本支出(CAPEX)和运营支出(OPEX)优化运营商的成本结构,以及如何通过绿色产品和服务提高收入。
5G网络投资回报期有多长? 消费者愿意为绿色手机支付多少额外费用? 企业数字化如何帮助实现碳中和?
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