The competition pattern of China's telecom market has changed obviously

The competition pattern of China's telecom market has changed markedly 1. Mobile New market significantly optimized, but the cumulative market indicators improved limited 2009 each month, three basic enterprises new mobile user share gap significantly narrowed. Among them, China Mobile's new share of users dropped rapidly from January 77.8% to December 47.9%, down 30%; China Telecom's new users rose from 12% in January to 35% in December, with strong momentum. In the cumulative market share of mobile users, because the size of China Mobile stock users is too large, the cumulative market share of mobile users only slightly improved.　　By the end of December 2009, China's mobile user share had dropped to 71.9%, a slight 1.8% per cent from the end of 2008; According to the income Index statistics, the monthly share gap of the mobile business income has narrowed in the fluctuation. Among them, China Mobile's monthly mobile revenue share is almost all below or equal to the cumulative mobile business market share, leading to China Mobile in the cumulative mobile revenue market share in a steady decline, from the end of 2008 82.5% micro-amplitude down to the end of 2009 81.2%　　While China Telecom's mobile revenue share has increased slightly, up to 7% at the end of December 2009, up 5.8% from the end of 2008. Generally speaking, the mobile user market pattern and the income market pattern have the different degree optimization.　　By the end of December 2009, China Mobile, with its stock of user size and high-end user ratio of the dual advantage, still occupy the user market 71.9% and 81.2% of the income market share, in the domestic mobile market is still in a unique situation. 2. The overall market continues to focus on China Mobile, but the concentration trend is slowing. According to the overall income index, China Mobile has exceeded its cumulative share of revenue in 2009 months (excluding November), pushing the overall market pattern to China Mobile.　　By the end of December 2009, China Mobile's share of revenue had reached 57.3%, a direct increase of 3% per cent from the end of 2008. According to the overall profit index, China Mobile's profit share in most months still exceeds its cumulative profit share, indicating that the profit continues to focus on China Mobile. By the end of December 2009, China Mobile's share of profits had reached 91.6%, up about 11.5% from the previous year.　　This trend is largely related to the depreciation increase caused by the significant increase in the 3G investment spending of China Telecom and Unicom in 2009, as well as the significant increase in mobile marketing spending. It is noteworthy that China Mobile's new share of revenue fell from September 2009 to November for four consecutive months, and the first time in November, the month's new revenue Share (56.8%) was lower than the cumulative arrival share (57.1%), indicating that the overall income concentration trend is slowing, and the month of November beganNow reverse the signs.　　But it is difficult to determine whether the pattern of income market into the inflection point. 3. Three major reasons for the change in the domestic telecommunications market competition pattern changes China Telecom and Unicom's mobile revenue accounted for the low proportion of corporate income. Mobile communications revenue accounted for more than 60% of the industry income, so the overall market pattern depends mainly on the mobile market pattern. From the business composition of three basic operators, the current share of China Telecom and Unicom's mobile revenue accounted for 17.2% and 39.3% of the total revenue of its main business, while China Mobile had the ratio of 85.6%.　　This difference in income composition is the most critical cause of the relatively limited overall pattern improvement. The traditional fixed local telephone income and long-distance income of China Telecom and Unicom have fallen seriously. 2009, the impact of a sharp decline in PHS users (a total of 22.94 million households reduced), China Telecom's fixed local telephone revenue and long-distance income fell by 13.1% and 18.1% respectively, the Chinese unicom fell 19.7% and 10.4% respectively, and these two businesses are still two companies the most important source of income (　　The total income reached 51.4% and 41.5% respectively, and its rapid decline directly affects the market share of two companies in overall revenue. Chinese telecom and China Unicom have limited contribution to internet broadband access. Internet broadband Access maintains a high rate of growth, but broadband access has a smaller share of business revenue. China Telecom's Internet access revenue accounted for only 27.1% of its total revenue, and Unicom was 14.5%.　　As a result, the growth in broadband revenues does not offset the adverse effects of traditional voice declines. 4. Value-Added Service market development prospects, market structure to reshape the end of December 2009, three basic telecommunications enterprises value-added business growth rate of 12.8%, is the main business revenue growth 3.3 times times, the continuation of the high growth since 2008.　　From the domestic 13 internet and value-added enterprises listed companies operating situation, its 2009 1~3 quarter income growth rate of more than 30%. Three basic telecom operators are active in the market of non-speech business. By the end of December 2009, the sector's share of broadband revenues had risen from 8.26% in 2008 to 9.26%, up 1%.　　But the growth in voice-value-added services has been relatively sluggish, down from 4.5% last year to 3.5%, down 1%. 5. Telecom regulatory thinking adapting to the change of the competition pattern according to the market structure and the recent evolution trajectory, the competition pattern of domestic telecom market may present the following characteristics: The market pattern of mobile new users continues to be optimized; The overall market is affected by such factors as solid-shift substitution law, PHS loss and wireless landline,　　The short-term pattern is difficult to optimize; the broadband and fixed market continue to be the defensive position of vulnerable operators, and the optimal pattern of "increasing stock" by the competent departments will be a long-term process. In view of the above situation, the domestic regulatory agencies should reflectClassification guidance of the adjustment: in the mobile market, to prevent China Mobile misuse of cost advantages to crowd out rivals, create a fair environment; in the fixed market, encourage bundling to slow down the fixed rate of decline, prevent China Mobile misuse TD wireless landline policy, in the broadband market, standardize competition behavior,　　At this stage, the company temporarily maintains restrictions on the operation of China's mobile industry and gradually liberalized market access in the long run.　　Domestic regulatory policies continue to improve, the implementation of the effect is more obvious around the reform of telecommunications restructuring objectives, telecommunications regulatory agencies from the promotion of industry development, optimize market patterns, safeguard the rights and interests of users, in 2009, has issued six types of supporting policies, these policy objectives clear, the effect is obvious. 1. A number of supporting regulatory policies issued in the year 2009, the Ministry of Industry issued 3G license, and set up a special regulation on China Mobile, at this stage, China Mobile subsidiaries can only operate based on TD Technology fixed communications business. The introduction of a series of 3G equipment regulatory policies to ensure the coordinated development of the 3G industrial chain. Among them, WCDMA, CDMA2000 terminal into the network management, timely release of equipment into the network detection technical documents, approval of the wireless function of TD-SCDMA terminal, WCDMA family base station, network management and other equipment into the network. The Ministry of the United Nations-funded Committee, the introduction of infrastructure construction and sharing of assessment management measures to ensure further implementation in place, the timely allocation of 3G frequency, increase the TD frequency resources support; Revise the regulations on the management of Telecommunications Business license (Ministry of Industry 5th Order), to increase the demand for competition behavior; May issued Opinions on standardizing the current telecommunications market order (work Letter No. 225), December issued "on the further implementation of the regulation of the telecommunications market order related documents Spirit of the notice" (Work letter No. 686) to promote fair competition in the market, implementation of the abolition of the differential pricing policy, the introduction of a simplified mobile long-distance tariff structure The policy of "one fee system", revising fixed local tariff as the upper limit, lowering fixed net interval settlement fee, lowering the settlement price of short message, changing one-way settlement of "fixed-mobile" call to two-way asymmetric settlement; In addition, the introduction of a special support TD Network asymmetric settlement policy.　　In the beginning of 2009, it was proposed that 2009 continue to implement the "Village call" project to promote the implementation of "information to the countryside", and further improve the level of village and service capacity. 2. The regulatory policy has a real impact on the market competition situation. The issuance of different standard 3G licences allows three basic operators to compete in the 3G market, which plays an active role in slowing the imbalance of the market pattern. 3G Licensing after a year, the basic formation of the 3G market three-day pattern.　　At the same time, 3G Market synchronization competition (synchronous licensing, synchronous large-scale network construction) also to some extent, the three enterprises in the 2G market competition, the whole mobile market pattern and overall market pattern optimization played an active role. Implementation of joint-construction and sharing policies to achieve a phased outcome. On the one hand to ease the Chinese telecom and China Unicom at the base station site (and its supporting environment, including the tower) andThe difficulty of covering up, on the other hand reduces the investment pressure of the backward entry. The new deal, which lowered the tariff level and simplified the tariff structure, has been introduced.　　By canceling the message differential pricing, the introduction of a mobile long-distance "one-fee system" policy, the revision of fixed local tariffs for the upper limit, direct savings of all types of communications spending on tens of billions of dollars, but also further increase the transparency of the tariff. Deepen the universal service policy and improve the level of rural Information service. In order to make better use of modern communication technology to serve the construction of new countryside and promote the development of agriculture, the Ministry of Industry and Industry, according to the three-step strategy of "building facilities, setting up platform and information service", put forward the implementation opinion of "Village telephone call" project and "information go to the countryside Based on three basic telecom enterprises, the target task of rural communication infrastructure and basic rural comprehensive information Service platform was allocated in 2009.　　By the end of 2009, the objectives of the annual project of the Village Pass project have been exceeded and new results achieved. (People's Posts and telecommunications)