Operators are given full autonomy pricing

May 9, "on the tariffs on the implementation of telecommunications business market regulation price notice" announced. This policy will give operators full pricing power, give full play to the market "invisible hand" regulation of the role of tariffs. Then, the success of telecom tariffs "downsizing" it?

New Deal highlights geometry?

Fully from the user point of view, to protect the user's choice

Ministry of Industry and Information Technology, National Development and Reform Commission on the 9th jointly issued the "Notice on the implementation of market regulation price of telecommunications services tariff." The circular pointed out that all telecommunications services tariffs are implemented market regulation price, telecommunications companies can independently formulate a specific tariff structure, tariffs and billing methods. At the same time, in order to effectively protect the rights and interests of users, notices on the carrier tariff scheme design, promotion, agreement signed and accurate billing and so on a number of requirements.

"Some people think that the policy form is bigger than substance, but I think this is a major adjustment." Fu Liang, a well-known telecommunications analyst, said that this is a very big change. It was preceded by an ex ante supervision and mainly by subsequent and ex post management. Obviously a regulatory improvement. Moreover, now counted as virtual operators, there are at least more than 20 operators in the country, each of which is in charge. The government is really busy.

Xiang Ligang CEO Xiang Ligang said: "This means that China has finally entered the era of market-oriented telecommunications tariffs." The biggest change is the "visible hand" give way to "invisible hand," operators can use their own price competition Relevant ministries can not make too many interventions.

"Not only that, but one of the details of the document is also a bright spot - that is, from the user's point of view, to protect the user's right to choose," said Zhang Yi, CEO of AI Media Consulting. For example, "telecom enterprises may not force or restrict users in any form to choose their designated tariff scheme" and "encourage telecom enterprises to provide more favorable tariff schemes for low-income urban and rural areas" and so on.

Zhang Yi told reporters that we found in the survey, there are some carriers false propaganda. For example, a new business from advertising to business management, to the actual experience of consumers, there is a big gap. The New Deal is expected to solve these potential problems and fully protect the rights of consumers.

Fundamentals, virtual operators "melee"?

Big Three profits or face great pressure, forcing the enterprise restructuring

Recently, the topic of virtual operators is particularly hot. The announcement of this announcement, letting this emerging business market focus.

In response, Zou Xueyong, secretary general of China Virtual Operators Industry Alliance, said the New Deal is good news for virtual operators and will not have any negative impact. If the Big Three cut prices, virtual operators to buy discounted prices will be reduced. Of course, we will definitely not fight price war. We emphasize value service and hope to carry out "value war".

"It is worth mentioning that this year's telecom market has been a major event with not only the opening of virtual operators, but also the increase of telecom business camps. With this new deal, there will be a superposition effect and a certain amount of impact on the performance of operators Influence. "Fu Liang said that after the Big Three revenue will grow, but the profit will face great pressure, forcing enterprises to transition.

Does this mean that there will be a "melee" in the telecommunications market or will the fourth major operator be born? Yan Bing, Executive Director of 3G Research Institute of China and Japan told reporters that it is hard to say. The Chinese market is different from Japan in its development path. Japan's virtual telecom operators have thrived around 4 traditional operators in the 3G era and have hundreds of them so far, providing users with a variety of packages. The advantages of the Japanese telecommunications market is very orderly, the disadvantage is very flat. After the fictitious operator gets the share from the traditional operator, there is not much ambition to surpass or substitute.

On the contrary, the market changes brought by the big mobile Internet explosion are even more remarkable. The industry believes that, assuming that a domestic Internet company to become a virtual operator, may catch up with the Big Three.

However, the New Deal is not good for every company doing value-added business. Zhang Jinghai, vice president of TWS Network Communications Co., Ltd., said that in the past, relying solely on price competition, it would face more pressure in the future and the probability of damage would be increased. On the contrary, truly rely on differentiation, to win a unique business enterprises, will not be squeezed.

Ordinary people can get what benefits?

Whether the tariff can be reduced in the short term is still controversial in the industry

Tuugou has been unknown tariffs, high roaming charges, Internet traffic, such as the end of zero will be subsided? Will there be more numbers starting with 170? Marketization will not result in price war? These are many consumer doubts after the introduction of the New Deal.

Zhang Yi said that in the future will certainly reduce the tariffs telecommunications, the document also made it clear that "telecom companies should further increase the transparency of tariffs." However, such issues as a monthly reset of Internet traffic will not necessarily change immediately. They may change to quarters such as zero clearing or balance refunding, but this will certainly be more flexible than now. "As far as I know, operators are already finding a solution."

Zou Xueyong said that in the future, virtual operators can provide personalized service according to different user groups. Now the market competition must not rely solely on price wars, but to set the package flexibility to make this "cake" bigger and bigger.

In addition, in the case of Xiang Li Gang, aside from the price war, telecommunications charges in the short term is also difficult to reduce. Because for a long time, the government is already "high and low," and the reduction of tariffs is achieved through technological progress. Nowadays operators do not have much room and ability to reduce their prices.

"The price level reflects the balance between supply and demand at different times and different interests, and marketization can not be an instant document. In the end, it will bring substantial benefits to ordinary people and depends on the follow-up development," said Zhang Jinghai.