Effect of Battalion change: Three operators earn 15 million less daily

Sina Science and technology news October 30, with the three major operators in the three quarterly results, this year, the three major operators of income and profit, one of the most influential factor has emerged, that is, the camp has seriously curbed the three major operators of revenue growth, hit the three major operators of the overall profit scale, In the first three quarters of this year, a year-on-year decrease in net profit of about 400 million yuan.

Less than 15 million yuan a day

Three quarterly reports show that the first 9 months of this year, China Mobile net profit of 82.6 billion yuan, down 9.7% year-on-year, China Telecom (62.46,-1.32,-2.07%) net profit of 16.169 billion yuan, the year-on-year growth of 9.8%; China Unicom (14.82,0.03,0.20%) Net profit was 10.56 billion yuan, up 26.1% from a year earlier.

It seems that China Unicom and the Chinese telecom profit growth faster, but because the two operators in the three major operators in the total profit is too small, so the overall total profit of the three operators is actually a big drop.

By simply adding together, the three telecom operators have a total net profit of about 109.3 billion yuan in the first 9 months of this year, and the average daily profits are about 405 million yuan, less than 420 million yuan in the same period last year, which is equivalent to earning 15 million yuan a day.

Revenue growth is also being curbed

At the same time, the three major operators in the three-quarter earnings can also be seen, the three major operators of income growth and new users also significantly reduced.

China Telecom reported the first three quarterly results of the year deducted mobile terminal sales revenue of the operating income of 220.292 billion yuan, only a year earlier than the same period of 4.8% growth; China Unicom's first three quarter income growth was also slow, 2014 years ago three quarter, the Chinese unicom to achieve operating income of 2,153 Yuan 400 million, The revenue for services was RMB 1,868, 400 million yuan, which grew 5.3% from a year earlier. China Mobile is no better.

In the new users, the first 8 months Unicom's mobile users accumulated 296.526 million, this month net growth of 635,000 households, and then a new year low, which mobile (60.7,1.36,2.29%) broadband users Cumulative 144.58 million households, this month net growth of 1.262 million households. China Telecom is worse, from January 2014 to July China Telecom's total net reduction of mobile users 5.54 million, this July, China Telecom's mobile users reduced by 200,000, until August and September to achieve positive growth.

In fact, this slowdown in income and new users is also the consequence of the increase, as the implementation of the battalion to increase, SASAC significantly reduced the three operators of the marketing costs, resulting in the three operators do not want to big income scale, because the faster the income growth, means more tax.

Therefore, the side effect of the battalion and marketing cost compression is very obvious, the three operators have paid the price of the industry growth rate. (Cang)