Operators add 3G user data below market expectations

Absrtact: Wang in yesterday's shareholder meeting, said that the company's current monthly about 1/6 of new users for 3G users, per 3G users average income of more than 80 yuan. Despite fierce competition in the market, he said the company had no plans to cut 3G tariffs. Last week, China Mobile

Wang yesterday's shareholder meeting, said that the company's current monthly about 1/6 of the new user 3G users, per 3G users average income of more than 80 yuan. Despite fierce competition in the market, he said, "the company has no plan to cut 3G tariffs." Last week, China Mobile's chairman and president, Mr Wang, also said the company would reduce prices by about 15%~20% each year, but this year it will take a cautious approach to price. Yimin, general manager of China Unicom, said: "We just adjusted the package structure, not lower the fee." ”

Xinhua News (reporter Xue) yesterday, China Telecom Chairman and CEO Wang said at the shareholder meeting, despite the fierce competition in the market, but the company did not cut the 3G tariff plan. The other two mobile operators, China Mobile and Chinese unicom executives, have also recently commented that there is no significant reduction in tariffs.

User bounce is significantly suppressed

According to the latest statistics of the ministry, China's 3G users have reached 18.08 million households. But in the 3G tariff, consumers are too "price war" play not enough. A portal survey data show that half of the users still refer to the current 3G tariff. By the tariff and terminal constraints, China's 3G user rebound amplitude is significantly inhibited. China Unicom's data show that April unicom 3G new users to 681,000 households (including Internet card users for 20,400), the chain down 10.3%. China Mobile in April added 3G users also fell sharply, April 3G new users to 713,000 households, compared to March, a sharp decline. By the end of April, China Mobile 3G users for 8.403 million households.

Don't want 3G profit inflection point postponed

According to reports, Huang Wengo Securities analyst, said the operator added 3G user data is lower than the market expectations, many people think because of market strategy and implementation capacity problems, but the real reason should be the lack of 3G demand.

For the three operators "do not cut 3G tariff" reasons, some analysts pointed out that operators to increase subsidies and reduce tariffs will increase the current period of sales costs, reduce the 3G user ARPU value, although the company long-term development benefits, but 3G business profit turn will be postponed.