Telecom battalion reform to implement short-term profit plunge

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Xinhua Beijing, June 1 (It channel Tao) today, the telecommunications industry into the VAT to change the scope of value-added tax. Since then, the telecommunications industry in accordance with 3% of the days to pay sales tax, the future will be the implementation of the payment of 6% and 11% of the differential value-added tax. Some experts pointed out that the three major operators in the short-term profits will plummet, but after the transition period, will enjoy the tax incentives, the rest of the telecom-related industries have their own advantages and disadvantages.

Experts: The three major operators will soon fall in profits

April 30, with the approval of the State Council, the Ministry of Finance and the State administration of taxation issued a notice on the incorporation of the telecommunications industry into the VAT test (hereinafter referred to as a notice), and the telecommunications industry will be included in the "increase of the battalion" scope since June 1. The basic telecommunication service applies 11% tax rate, the value-added telecommunication service applies 6% tax rate, the overseas unit provides the telecommunication service to exempt the value-added tax. The industry is expected to increase the implementation of the battalion, the three operators profit will fall 36.5%.

Beijing University of Posts and telecommunications Professor Song Junde, Ph. D., said that the impact of this year, the three major operators profit will be sharply reduced, there is public information that China Unicom this year must lose.

However, Treasury Department deputy director Liu Shangxi that this year is known as 4G construction, the three major operators have got 4G license, will speed up the 4G network construction, this time the telecom into the battalion to increase the pilot, the base station equipment investment can offset the purchase duty. "It is a good time for the telecoms sector to be incorporated into the pilot." ”

Three operators also hold an optimistic attitude, in the external bulletin, it is expected that in the short term, the battalion will increase the company's operating profit caused a greater negative impact, but after adjustment, the negative impact will be reduced year by year. Dengzhongliang, a professor and doctoral tutor at Beijing University of Posts and telecommunications, said in a recent video interview that the value-added tax has 11% and 6% tax rates, the telecommunications infrastructure services to implement the 11% tax rate, and the implementation of the telecom value-added services 6% tax rate is a conscious support for the rapid development of operators, to support the transformation of

Three major operators or "elephants turn over" transition difficult

As the three operators profit or fall sharply this year, there are consumers worried that telephone charges, net fees and so on or "rise." Wang Yu, an analyst at the Analysys think-tank, said that after the "camp is increased", the short-term profits of the communications enterprises will be reduced, but the current industry competition is fierce, operators are unlikely to pass on to consumers, but only adjust the marketing model.

Hu Yupeng, director of Tax division, Shenzhen City, said that "if the operators do not change the pricing strategy, the increase in the telecom industry has no impact on individual users." ”

From the current trend, the telecom tariff pricing strategy is difficult to implement, and even a number of experts said that the telecommunications at their own expense has entered the downlink channel. So operators to maintain the past high profit operations, from the three major operators outside the open caliber is not difficult to find, "transformation" has become a common policy.

But media analysis points out that the transformation of the three major operators is not so easy, in the process of transformation encountered "pains" inevitable, and is not painful after will be able to harvest the new, it depends on how the three major operators to actively adjust, how to adapt to the new situation and new changes brought by the camp.

At present, the general analysis that one change is that operators will reduce the subsidies to mobile terminals. Li, president of China Mobile, said that the move will be based on the 4G terminal business development, the gradual reduction of terminal subsidy.

Analysis points out that the current mobile terminal to the user's stickiness is still not to be underestimated, in such a context, the reduction of mobile terminal subsidies will not be overnight. Dengzhongliang said that the battalion to increase the operator to reduce terminal subsidies, but this is an ongoing process, short-term Neinian implementation. The Lu Chunchong, director of the Institute of Policy and Economics at the Ministry of Industry and Information Technology, said recently that the global telecoms industry is undergoing transformational exploration, but the effect is not obvious.

Battalion to increase the "one big wave" enterprises to welcome the development of favorable environment

According to a number of industry insiders said, the telecommunications industry "to increase" the original intention is to further improve the VAT deduction chain, increase the downstream enterprise purchase duty deduction, so that more enterprises enjoy the reform dividend. Although the telecom industry to increase the three operators to face the transformation of the pain, but, "a few happy several families worry", the tax reform also let many enterprises welcome the development of favorable environment.

such as the recent hot virtual operators or usher in development opportunities, even if it and the traditional three major operators are the telecommunications industry. Dengzhongliang said that the first goal of virtual operators is to do value-added telecommunications services, and traditional operators do more basic telecommunications services are different, so the virtual operators in the tax preferential policies, will usher in the development of favorable environment; Song Junde said that there are many activities in the three operators are not to get the purchase tax deduction, This is the key to its test, and the increase in the battalion is a benefit or disadvantage to a telecoms company, which has to do with its specific business.

However, from the overall perspective of the telecommunications sector, PwC China Central turnover tax business partner Li June, said: "The telecom industry is included in the scope of the pilot, downstream enterprises can obtain more input tax deduction, from the whole industry chain, the tax should be reduced." (Beijing, the IT channel)