Carrier 3G pattern Change China Unicom will lead

Dormant China Unicom (600050, closing 5.25 yuan) recently quietly started, last week rose as much as 6.69%. Http://www.aliyun.com/zixun/aggregation/32834.html "> Insiders said that Unicom shares rose, and since May, the company launched an active marketing strategy to expand 3G users have a lot of relationship, At present, the three major operators 3G user pattern has changed quietly, the unicom is expected to be a leading position.

Carrier 3G Pattern Change

China Unicom Rose 6.69% last week, especially in Monday (June 21), up 5.01%. Industry insiders said the factor that spurred the rise in share prices was the May operating data released by China Unicom on June 19. Data show that China Unicom May New development of 1.023 million 3G users, for the last October 3G business since the official commercial, a single monthly net increase in users for the first time to break the million mark. As of May 31 this year, Unicom 3G users accumulated up to 6.528 million households, and in this number, May new network users contributed 16% of the proportion.

Although the three major operators 3G business overall development is quite slow, their statistical caliber is also inconsistent-such as China Telecom did not publish a separate 3G user indicators, and now the monthly "mobile users" not only 2G mobile users, but also contains a large part of the Internet card, China Mobile TD data includes TD landline, G3 E-books. In the three major operators, previously to the outside "3G business development Better" impression is China Telecom, but the recent industry analysts have shown that the next period of time, Unicom will replace telecommunications, as a leader in the development of 3G business.

Analysts are so confident from the company itself. Unicom 3G data in May, and the company in the month to change the marketing strategy has a lot to do with the company by taking a lower price package, more flexible iphone contract, lowering the threshold for the company to attract a lot of wait and see 3G users.

In addition, China Unicom also held a press conference in Beijing on June 23, the first three operators announced the launch of the 3G smartphone sales; In addition to the first 5 handsets listed this month, the next three months will also launch more low-end models.

In this regard, Citic Securities analyst Bing that this means that China Unicom has launched a new marketing offensive, marking the company in the 3G user battle from the previous "local offensive" to "all-out attack." Bing said that, although mobile, telecommunications financial resources, but CDMA and TD in the mobile phone terminal and the most mature 3G wcdma wide gap, so that the two operators in the "There is no gun" situation, and unicom thousand 3G intelligent machine Launch, further reduce user access threshold.

Analysts bullish on Unicom's 3G user growth

At present, major brokerages are optimistic about the future growth of 3G users in China Unicom.

Chenhao, a CICC researcher, predicted that June unicom 3G net gain could be further increased to 1.2 million households, while Bing said that July user growth was expected to rise to a new level.

East China Sea Securities analyst Kangzhiyi June 28 in an interview with the Daily Economic news reporter, said, at least in the next quarter, can be determined that the Chinese Unicom 3G users will grow faster than the other two competitors. Kangzhiyi told reporters that Unicom's recent moves are leading rivals, like the thousand-dollar machine has been listed on sale, speed over telecommunications and mobile; In addition to the existing marketing tools, the company has prepared a "back", such as the July will be carried out by the computer network to send the fee contract plan, further reduce the subsidy threshold, online application mall open, Introduction of IPhone4. Although it can be expected that mobile, telecom will be unwilling to be outdone in 3G user contention, but Kangzhiyi said, "in the next quarter, Unicom 3G user growth will exceed the opponent, this can be determined." ”