Three major operators in the first 3 quarter profit 114.6 billion unicom positive mobile pessimistic

Wen/Mao China's three major telecom operators in the first three quarters of profit came out. 114.6 billion! Today, China Telecom last announced the first three-quarter profit: 14.7 billion yuan! So far, the three major telecom operators in the first three quarters of the profits were released: The first three quarters of mobile 91.5 billion yuan, China Unicom 8.4 billion yuan, a total of 114.6 billion. Earn 3.3 billion more! China Telecom rose 17.1% per cent year-on-year, with China Mobile falling 1.9% per cent year-on-year, with a 53.6% per cent increase in unicom. From the data, mobile profit is still more than 4 times times the profit of telecom and Unicom. If separately counted, the China Unicom profit not to move One-tenth, the telecommunication profit just to move One-sixth. Despite a weak decline in mobile profits, the three major telecom operators in the first three quarters of the profits still exceeded the same period last year 3.3 billion yuan (not excluding the price rise factor, but last year mobile did not large-scale 4G base station construction). 2012, China Telecom announced the first three quarters profit of 12.564 billion yuan, that year, mobile 93.3 billion yuan, Unicom 5.4 billion, total net profit of 111.3 billion. However, the same state-owned enterprises, ICBC a first half to achieve net profit of 138.5 billion yuan, three telecom operators in front of ICBC, are weak burst! Tomorrow, the future, the three brothers what to do? Tonight, it is rumored that the top three telecom operators are opening a closed-door meeting, looking for gaps, and strive in this year's 100-day sprint in exchange for a better data, so that front-line staff have a happy Spring festival. Zengjianqiu, director of the Research Center for Information Economy and Competitiveness of Beijing Institute of Posts, told the author that both the media and the executives of the operators would split the performance report, but the transition was to read its pessimistic side. Ren Zengjianqiu that, only by moving in the first three quarters of a weak decline, voice and SMS business profit decline, does not mean that China Telecom has declined. First, flow management, the data service of the three telecommunication operators all exceeded the voice service, to the mobile internet age, the growth space is very big, besides 3G, 4G network traffic, the National information consumption strategy, information engineering (such as mobile payment, Internet of things, intelligent home application, etc.) is also a huge cake; The loss of a dead camel is bigger than that of a horse, and in terms of performance, the first three quarters of more than 100 billion profits show a strong competitive edge. Tencent and other Internet enterprises, on the surface, a boom, from the profitability of looking at the moment it is difficult to contend with operators; its three strong basic network resources, strong brand effect, which is the backing of its internationalization, many domestic enterprises can not match. The three telecom operators only play their own network resources advantage, the prospect is good. And a reluctant to disclose the identity of the industry expert in the analysis of the operator's earnings, came to this conclusion. 1, mobile prospects pessimistic. At the recent performance summary meeting, mobile executives were very dissatisfied with the performance of the first three quarters, the person said. Because in the KPI examination that moves, can only grow, cannot fall, to "growth slows down" also cannot tolerate. The chess game in front of the move is really not optimistic. A slowdown in profit growth has fuelled workers ' thirst for 4G. However, the 4G networkThe investment is huge, to see returns, the fastest in the second half of 2014. The ministry is said to set the target of 4G three-year profit, while the move will target 1 years ahead of schedule, and in the cost control. For example, the adoption of a collection of bidding mode, as far as possible to the cost of large compression, which damage to the supplier, the results are not immediate. Because there is no additional space to be excavated at the moment, so moving can only be in the LTE network and fixed network broadband above the fuss ... 2, China Telecom "three legs" walk, very austere, pressure. First, China Telecom 3G Network has seen the return, the current 3G users are close to 100 million, the annual report, the profit growth of 10% is not not news; the second, the biggest danger comes from 4 G. Telecom 4G Network has just begun to plan, from 3G to 4G transition process, telecom lacks the killer end product and its application, this is more dangerous; its third, the national broadband Strategy, to China Telecom to bring positive. But now the fiber-optic households and fixed-network broadband investment, the return period is too long, so that telecommunications are very poor, bear the pressure is very large. 3, China Unicom profit growth of less than 20%, even if the failure! In fact, in the 3G era, China Unicom Wcamda Network is also known as the world's fastest 3G network. Now see the return of 3G. Before 4G, 3G network will be downwind. Plus the end of the business promotion impact, Unicom 2013 years of total performance will be a leap. "China Unicom if the 2013-year report of profits, if not on the basis of the current growth of more than 20%, even if it is a failure." The person thinks, even if 4G comes, Unicom does not seem to suffer. Cross-China Unicom is about to carry out large-scale 4G equipment bidding, is expected to scale more than 40,000 base stations, LTE and FDD LTE base station each part. At present, China Unicom has been in Beijing, Tianjin, Shanghai, Chongqing, Guangzhou, Shenzhen and other major cities opened the 4G experimental network, but, and did not like telecommunications to take LTE experimental network license, it is possible to fully FDD LTE occupy the absolute main force. The wolf has come, has not eaten the human! The author and a number of telecommunications experts on the first three quarters of the performance exchange, come to a conclusion: Tencent micro-letter and other Ott enterprises really "wolf", but it seems that the direct impact on operator profits, not as scary as the media forecasts, the main reason is: First, Tencent and other Internet enterprises as far as possible to seek differentiated business path, Not with the operators of the hand-to-hand combat; second, positioning different, operators and OTT business cooperation deepened. For example, Telecom and NetEase launched the easy letter, Unicom and micro-letter push micro-credit card. Therefore, China's telecommunications industry seems to be different from the International model. This is the last of the 4G eve of the third quarterly, 2014, unless the restructuring of China's telecommunications industry, the three telecommunications operators competition pattern, micro-seismic will occur, but no qualitative changes.