False trader "sell the card" rumor behind: by local operators low price crackdown

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Tencent Science and Technology Guoxiaofeng August 7 Report

Virtual operators "sell the cards"? Tencent science and technology to understand that there are virtual operators to open licensing resources, the expectation of the introduction of capital Partners for common development, the essence of the phenomenon of local operators in low-cost competition, some of the less powerful virtual business to seek self-preservation means.

Since the end of last year's Ministry of Industry issued a virtual operator license plate, the licensing enterprises began to plan the development. Up to now, 19 virtual operators have been introduced to the market related business and tariffs, some enterprises recently also officially announced the national commercial. But compared with the apparent pomp, the actual development is not optimistic.

Many people in charge of the development of virtual operators in the industry to Tencent Technology revealed that the virtual operators into the market to now, the performance of different families. Some are active, some are still silent, and the active promotion of the user is very few.

As of now, the number of virtual operators in the past few months after the total number of users less than the basic carrier monthly new users of 10% (the base operator monthly increase in the number of new users on average 3 million households).

Zero upside down as the biggest obstacle

The so-called "zero upside down" refers to the basic operators wholesale to virtual operators of the price, has exceeded its market retail prices. At the outset, the Ministry of Industry issued the "Mobile Communications Resale Business pilot Program" clearly requires: basic telecommunications operators to give resale enterprises wholesale price level, should be lower than its local public market, the same business of the most preferential retail price level, but from the actual development of Tencent science and technology to see not so.

A virtual operator told Tencent that it had a wholesale flow rate of 0.127 yuan/m from an operator, but that the carrier's retail price had fallen below 0.1 yuan/m, and said the "flour is more expensive than bread" in a crackdown on virtual operators. ”

According to Tencent Science and technology, the basic operators in the signing of the resale business agreement are strictly abide by the Ministry of Industry to give the price norms, but the local companies in the KPI performance assessment under pressure and mutual competition in order to win more markets and users, not strictly abide by. such as local basic operators strong phone promotions, preferential subsidies so that the virtual operators in the price competition does not occupy any advantage, users and the market is more difficult to accept.

As a result of the basic operators of different levels of competitive means, coupled with the mastery of market pricing rights, virtual operators can not compete in price on the basis of operators, "zero upside down" phenomenon is also a normal phenomenon. But that does not mean that virtual operations are a hot potato for licensed companies.

In this respect, bus online chairman Wang Jinhu said to Tencent technology, "virtual operators to develop whether the user should be subsidized mainly to see whether the retail prices are high and resale price, now most of the virtual operations to market is lower than the resale price sales (such as bus online virtual operating business Tariff Flow 1 August contract minimum 8 points/M will subsidize 4 points/ M, voice 8 cents/minute, to subsidize 1 minutes/minute, so need subsidies, but everyone has their own calculations, not in a hurry to develop users, to maintain a good formation. ”

As to whether or not, as the outside world, virtual operators now every development of a user loss of one, or even to become the normal deficit. Gome (micro-BO) group Vice President Liu Chenming to Tencent Technology, "the resale business is still in the initial stage, even if the commercial is groping development, and will not disregard the cost of investment." and the resale service provider and the real virtual operators in the allocation of resources are very different, communication services and product forms are not the same. ”

"Di ICT in the virtual operator's business investment is not regardless of costs, and will not wantonly burn money, the pursuit of profit remains the primary goal." Liu Donghai, founder of Di-Shun, also expressed the same view. Obviously, the current resale business is not a virtual operator of the main market, the virtual operation of the investment degree also depends on the operating conditions of the main business, there is no so-called compensation deficit.

But for most of the other virtual operators are not big, "zero upside down" is still the biggest obstacle to its development, so the urgent matter, the introduction of regulatory policy is particularly important, so that the rules of the game to protect the market competition will be healthy. "The soft environment of the resale industry, such as standard setting and regulation, needs to be accelerated." "Liu Chenming said.

Open Licensing Resources breakthrough

If people drink water, Lengnuanzizhi. Has entered the private enterprise stones at the same time, there are some including far-special group, the Yangtze River era, northern latitude communication, medium-term group, such as virtual operators have been slow to enter the communications market, their survival is also quite affected by outside attention.

According to Tencent Science and technology, far-Special group plans to adopt a license to introduce other companies to jointly develop virtual operations, the move is also misunderstood as "selling cards." However, according to the relevant persons and far-Special communications chairman Chen Liguang confirmed, resale business license Company does not trade, currently by the company's vice President Liu Chunbao is platform and tariff products integration phase, while the introduction of a company to cooperate, but the operation or far more responsible, far or large shareholders, and the future will introduce many enterprises.

It is a good attempt at this stage to release the licensing resources to the far-BtoB enterprises in the virtual operators ' camp, where the scale investment and market cognition are limited.

In this regard, Wang Jinhu said, "Short-term can not win, but the introduction of capital level is also a way to live, but for unlicensed enterprises is also a chance to enter the field, to help enrich the industry market products and services." ”

Because the above pricing power and other reasons, the virtual operators do not have in the mass market and basic operators to compete with the strength of the differential development has long been the consensus of the industry. The strength of the enterprise can be combined with their core business to expand products and services, on the contrary, the cooperative development, the cost of grafting mode is the lowest, and finally in proportion to the extent that this is to expand the virtual operator industry business model.