Communication industry: Weekly dynamic report and comments

One-week update and comment on the industry three major operators in April, user growth slowed down 20th, the three operators released the April operating data. The number of new mobile subscribers in April was lower in different degrees than in March.　　Mainly because April is the last important time for China Unicom and the Chinese telecom to prepare 3G business, the focus is also shifted from the G-net business to gain more 3G users, so the mobile net users slipped in reasonable. April, China Unicom g Net net users 1.14 million households, compared with 1.85 million households in March fell, with the same period last year, basically consistent net increase, China Mobile net 5.82 million households, compared with March 6.49 million households slowed, and lower than the average number of new users in April China Telecom C NET users net increase of 1.87 million households to 34.71 million households, compared to the March 2.21 million net users also slowed.　　Since January this year, China Unicom and the Chinese telecom mobile net users increased significantly, while the net number of users moved continuously decline, the 3G period of Unicom and the Chinese telecom competition for mobile users gradually emerged. Broadband users.　　In April, China Unicom net gain 540,000, slower than March 927,000 growth slowed; China Telecom net increase of 720,000 households, the growth rate continues to remain stable. Local fixed subscriber. April, China Unicom users returned to the state of loss, net reduction of users 170,000, China Telecom lost users 1.9 million to 202 million households, compared to 1.93 million households in March decreased.　　The loss of fixed-line users will continue.　　The economic operation of the communication industry shows five characteristics. Xi, Deputy Minister of Industry and Information Technology, said 18th that, since last year, affected by the international financial crisis, China's communications industry growth trend of decline, the current communications industry, the overall economic performance of five major features. First, the industry's income growth continues to decline.　　The first 3 months total industry total telecommunications business volume and operating income grew by 10.8% and 1.86% respectively year-on-year, compared to the same period last year, respectively, 17.9 and 9.9% growth, the total growth of the business has declined significantly.　　In addition, January, February, March single month business income growth was lower than last year's overall level of 7% and last year each month monthly growth. Second, the non-speech business has become the highlight of the industry growth.　　Thanks to the rapid development of value-added services and fixed-line broadband services, the first 3 months of business total income of 72.78 billion yuan, an increase of 14.08%, accounting for the industry's main business income ratio of 37%, compared to the end of the 33.1% increase 3.9%. Third, moving to fixed substitution continues to intensify. In the first 3 months, fixed users had a cumulative reduction of 5.495 million, and the total number of fixed-line subscribers had dropped to 335 million, with a ratio of 33.3% to all telephone users, down 5.3% from a year earlier. Mobile phone users keep growing at a high speed.　　In the first 3 months, the number of new mobile phone users reached 29.1 million, the proportion of total telephone users rose to 66.7%. Four is the market to one enterprise concentration trend has slowed down.With the beginning of the 3G license issuance and restructuring of the telecommunications enterprises in the basic completion of the enterprise-wide competition for the substantive expansion of the business, China Telecom and unicom new user market share gradually increased. The development of the middle and western regions is obviously faster than that in the East region.　　In the first 3 months, the eastern, central and western volumes grew by 7.4%, 13.8% and 19.2% respectively, while business receipts grew by 0.5%, 3.5% and 9.5% respectively.　　Overall, the financial crisis, the development of communications industry has slowed down trend, but the long-term sustainable development of communications industry fundamentals have not changed. China Unicom: To achieve full circulation May 19, China Unicom's major shareholder, China Joint Network communications Group 10.7 billion shares were lifted, is the shares of the stock before the lifting of the circulation of more than one times more.　　After the lifting of the ban, China Unicom entered the full circulation, its performance undoubtedly has a great impact on the market.　　The lifting of the capital is the company's largest shareholder, as of yesterday, China Unicom group Total increased holdings of 65.43 million Chinese unicom, and the majority of shareholders pledged to lift the unit before September 25, 2009 not to reduce the shares, which gave China Unicom's two-level market, the steady trend of the foundation was established China Mobile: hope to return through CDR a-share　　May 19, Mobile chairman Wang Wang said after attending the shareholder meeting, the group is to be listed in the form of depository Receipts (CDR), hoping to become one of the first overseas listed state-owned enterprises to return to this form, and individuals hope that the process will be better, but there is no specific timetable.　　The move tends to be listed as a CDR rather than a a-share stock, Mr Wang said, mainly in the hope of continuing the consistency of corporate governance, regulation and disclosure, which would be more appropriate and beneficial to the company. 12 manufacturers to the successful mobile TD Terminal research and Development China Mobile and 9 handset manufacturers and 3 chip manufacturers signed the "Joint Research and Development" Cooperation agreement. China Mobile will invest 600 million yuan, at the same time to promote the input of cooperative manufacturers, a total of TD terminal industry chain injected more than 1.2 billion yuan in research and development funds.　　This has created a precedent of "joint research and development" between operators and terminals and chip manufacturers in China. To accelerate the process of TD Terminal products, China Mobile this year March 13 officially launched the "TD Terminal special incentive funds joint research and development project" tender.　　Bidding results show that "flagship broadband Internet mobile Phone project" has 6 projects, China Mobile in the total investment of about 310 million yuan, "low-cost 3G mobile Phone" project has won the bid for 5 of the project, China Mobile in the total investment of about 290 million yuan. Huawei has deployed around the world 139 of WCDMA Network Global renowned Industry Information Research Institute dell ' Oro Group recently announced 2008 years of the Four Seasons global manufacturers WCDMA Base station shipments, of which Huawei to 27.1% of the share of the second largest WCDMA suppliers. According to the report, Huawei's UMTS shipments have exceeded 1 million carrier frequencies and have deployed 139 wcdma/hs to a large number of operators worldwide in about 100 countriesPA Network, the first quarter of this year UMTS base station shipments of more than 300,000 carrier, year-on-year growth of more than 200%. Huawei has been developing its WCDMA network for Etisalat in the UAE since 1998, Huawei's first WCDMA network deployment contract, wcdma,2003. Huawei WCDMA officially set sail in Europe in 2004, and Huawei has fully entered the world's top mobile operators such as Vodafone, Orange, Telefonica, T and Telus and Bell Canada in Canada.　　Become a global operator 3G strategic partner. Telefónica plans to increase its capital of 800 million euros to China Unicom by adding € 800 million to the Hong Kong-listed company, increasing its holdings from 4.21% to 5.5%. In this deal, Telefónica will first invest 368 million euros to increase its stake in China Netcom by 9.91%. After the deal is completed, Telefónica will become China Unicom's largest private equity investor.　　The increase will help to consolidate the position of Telefónica in the Chinese market. In 2005, Telefónica bought 2.99% per cent of China Netcom and then increased its holdings to 5%. Without this replenishment, Telefónica's stake in the new China Unicom will be diluted to 2%. According to statistics, currently Telefónica's total investment in China Unicom has exceeded 1 billion U.S. dollars.