[Abstract] believed to have long been the carriers of change finally settled, it's three carriers since 2004 see "collective change." In such a delicate turning point, the three carriers will go from here?
CFP for diagrams
Time weekly reporter Wang from Guangzhou
Rumors have long been the carriers of change finally settled.
The morning of August 24, the organisation Department XI guohua, Chairman of China Mobile officially announced retirement from miit Vice Minister Shang Bing took over, China Telecom Chairman Wang Xiaochu became China Unicom Chairman Chang Xiaobing, Chairman of China Unicom, transferred to the China Telecom Chairman.
This is the three carriers since 2004 see "collective change."
Compared with 11 years ago, under the impact of the OTT industries, telecom operator environment significantly complicated and a lot of competition. Micro letter tiles from the mobile Internet era of rewarding Wolf, for example, with the surge in the number of users and the users of instant messaging habits of telecom operator's SMS and voice revenues are suffering from a fatal plunge.
Judging from the earnings in the first half of this year, three main carrier revenue growth is slowing, China Unicom and even revenue decline, and mobile, Telecom's net profit both showed negative, can't avoid every operator how to fix the marketing situation, enhance profitability problems urgent to restructure the telecommunications industry land.
In such a delicate turning point, the three carriers will go from here?
Worth noting is that this change some to rejoice and others to worry about. Salei said goodbye to Wang of China Telecom is considered the next three players in the hands of a hot potato. "This change, Wang Xiaochu, the most stress. Because far more integrated than separate still. "Not only that, a senior operator who asked not to be named to time weekly reporter said the" moving ", in addition there are further considerations to prevent corruption, may also be a prelude to the integration of telecommunications.
This year, three times Prime Minister Li keqiang urged "speeds, reducing network costs", expression of the domestic current net Fei Gui, speed slow, not satisfied with status quo of information infrastructure, such as communications. The past, the three major telecom operators in the context of State-owned capital, insufficient competition, brought a series of services, tariff issues, also led to domestic development and international gap. Late last year, issued by the State Council on the innovation mechanism of investment and financing to encourage social investment in key areas of the guidelines made clear that will facilitate private capital into areas of basic telecommunications facilities, also shows the State encouraging the telecommunications industry to private capital open, resolve to want to introduce more capital to stimulate market activity.
Telecom Unicom merger likely
One of his 20-year career in the telecommunications industry, operators told die Zeit said, according to the obtained from the Institute of macroeconomics, national development and Reform Commission and the Ministry of information, change from the current results, Telecom China Unicom merge less likely, but industry, structural reorganization is inevitable.
"The State is working on establishing the basic network transmission company, to reorganize Tower as the main body of the company, Telecom, China Unicom, China Mobile's core network resources the State uniform operation, three operators, virtual operators, Internet companies and other units from the company network. Transmit over the underlying network companies by state-mandated profit margin for profit. "These people said.
The person believes that three players have mastered the country's main resources, private capital could not come at all, in a monopoly situation, service is condemned, fast Internet connections in the country has lagged behind international standards. Then, will effectively break the monopoly, market players equal fight will be a service and marketing. "
"Of course, the final version of the restructuring is still uncertain, another reorganization, was further reorganized into two three, that is, telecommunications and Unicom merged, will connect the fixed resources allocated to mobile, Unicom's FDD FDD and telecommunications merge. "The operators the matter further explained to the weekly journalist of the times, under the State-owned assets, three operators of competition caused a great deal of internal friction and waste. For example, every school quarter, three carriers to compete for students in colleges and universities of resources, conflicts fought, bribed the College drama after another. In the case of monopolies, less is better, all three at the same time there is asymmetric information occurs, two can form equilibrium.
However, for the first scenario, communications industry analyst questioned Fu Liang to time weekly reporter, marketing environment, China and Singapore are not the same, Singapore is small, densely populated, telecommunication resources, market wants more competition in the industry, and consumers with lower prices and benefit more innovative services. But the Chinese market is more complex reorganization and merger mean to break past the painstakingly-picture, breaking the monopoly will lead to vicious competition, such as price wars and outrageous prices, results will lead to chaos. In addition, the larger question is, who supervises the unified basic network transmission company? "
One recent departure of Shenzhen Unicom business executives to time weekly reporter said: "today's home broadband prices, for example, the great wall, the mobile business is fairly cheap, but a penny a minute, and in fact cheap but not really affordable. Business is even more chaos, and in fact, the industry is very competitive, and not as expensive as media reported. "
"Previous speculation, Telecom Unicom merged reference infrastructure referred to the Tower completed, operators leased networks, but is limited to carriers to rent or the market will only increase. "These business executives said.
Die Zeit reporter interviews found that after the change, present for the next operator in the industry consolidation is still feeling foggy and mysterious. And after the change was announced after reorganization News China Unicom shares jumped sharply, then fell for 4 consecutive days, tumbling 27.34%.
Departure boom shake the heart
Along with the three top leaders of the personnel changes, the change of base in simmering. According to die Zeit from core sources, a case study of Hunan, Hunan province, China Unicom recently spot promoted a number of Deputy Department level cadres, Assistant General Manager of the company, and 14, the three operators companies many of which are in the surprise promoted cadres in the province.
Die Zeit reporter found that from historical point of view, more than 10 years, the three carriers top rotation once in almost four years. According to the weekly journalist of the times people in the industry who declined to be named said from the inside, a person in a given unit of the enterprise to stay longer, deeper the business complex, is more tightly bundled with business interests, relieved to avert the emergence of this interest group tied to each other.
Since December 2009, former Party Secretary of China Mobile Zhang chunjiang corruption case, moves 6 Lok executives have up to 23. Seen from the trend, since Zhang chunjiang after the incident, China Mobile in the eye of the storm of anti-corruption, executives surveyed increased in nearly two years.
Late last year, the central inspection group began inspections of the three carriers, Zhang Zhijiang, Zong Xinhua and several other Unicom services backbone first uncovered suspected serious disciplinary violations, followed by more of the head of the local Unicom companies by internal actions and, since March this year since the inspection group stationed in China Telecom and China Mobile, personnel turmoil continues. Round immediately following a wave of corruption being impacted operators are already full of "Groove" public image, but caused a a panic within the enterprise.
For many years, three major operators in the construction, purchase, value added services and other fields due to overconcentration of corruption cases, involving large sums many times exposed, exposed the vulnerability of the existing operators in the management of risk.
According to die Zeit reporter, Hunan mobile, former Chairman, General Manager and Party Secretary Wang Jiangen on bribery charges after being caught, reveal facts of the crime, which had given him a list of bribe-givers, bribe-seekers. Hunan mobile insiders who declined to be named told die Zeit said, Hunan mobile there are 17 lists of middle-level leaders are listed as pending.
Among the three carriers, another heart-wrenching changes is the loss of key employees. The past one or two years, operators of key staff turnover has caused a great deal of impact on the enterprise. The past, into three carriers like the skies "iron rice bowl", now, carrier employees gossip about nothing but "cut" is "leaving", staff morale is much worse than before.
Mobile Communication Research Institute, former Director Huang Xiaoqing, China in March this year due to "the pursuit of greater freedom and dreams" to leave "within the system" old Club, he had to resign as UT SI dakang, Senior Vice President of franchise movement, was one of the "thousand person plan" national distinguished experts. China Mobile Hong Kong company chairman Lin Zhenhui also will to leave the mobile, it has duty in Guangdong, Yunnan Corporation. In addition, the mobile terminal company he Ning, General Manager, Deputy General Manager of China Mobile's marketing department xugang follow the resignation and members of the provincial Executive, China Mobile began to move. Compared to the huge staff system, large number of executives are not left out, is a personal choice, but had to "golden rice bowl" with carrier system, so many powerful warlords Gan Jiang concentrated resign, it is rare, operators seemed to have come to a pass in transition.
The Unicom who left employment to the time weekly reporter said, operators, has a typical large enterprise, assessment deformity, jobs are up, internal friction in-fighting seriously, even the business backbone, are struggling to cope with the work surface.
"For example, the performance completely divorced from reality, every year head down by the end of next year's growth target, and then break down layer by layer down, but most people lead by the end of next year a variety of mission impossible targets. Next year is built around these various reports, incomplete, reason, self-criticism, performance Koufa...... "
Fu Liang to time weekly reporter said, operators in the past relatively closed system, personnel is relatively closed, job-hopping has been largely confined to flow between the three carriers. But now a lot of Internet companies and even the Eiffel Tower company provides similar services, mobility is especially great. Nan Bei you have mail in the past is the dream factory operators are now not proud to enter the operator. Many provincial leaders for lack of reasonable pay, not according to ability to pay, has also led to the loss of key. The actual carrier talent management also put forward higher requirements.
Pressure highlights
Pattern of restructuring the telecommunications industry remains uncertain, but now placed in front of three big handsome guy, is the dismal performance of three carriers hit the ceiling.
OTT under the impact of enterprises, telecom operators in the industry have gone through rapid development of golden age, first half of the year the three carriers still make an average of about 590 million Yuan, but growth there has been a significant decline.
As early as before the change, three operators will be unveiled first-half performance, the three elephants few swordsman.
First half of 2015 mobile total sales of 340.7 billion yuan, an increase of 4.9%, in which communications service revenues amounted to 299.5 billion yuan, a slight increase of 0.5%, net profit amounted to 57.3 billion yuan, up marginally down 0.8%.
Telecommunications disclosure report showed revenue of 164.953 billion yuan in the first half, net profit was 10.98 billion yuan, down 4%. Unicom's performance is even more horrifying, earnings of 144.68 billion yuan in the first half, fell 5.7%, mobile revenue was 73.46 billion yuan, YOY drop 12.1%. Net profit of 6.92 billion yuan, compared with a slight increase of 3.7%, but well below the profitability of mobile and telecommunications.
In April 2009, issued three 3G license at the same time, Unicom's WCDMA got the world's most widely used standards, Telecom got United States standard CDMA2000, only China Mobile to get is the "r" TD-SCDMA. In December 2013, TD-LTE4G licence issued, followed by FDD LTE4G licence issued, China entered the 4G era.
But the future is undoubtedly the 4G of the world. 4G performance, China Mobile's performance far ahead. Net increase of 96.6 million units in the first half, at the end of June, 4G reached 190 million customers, in percentage of total customer 23%.
Under the leadership of Wang Xiaochu, China Telecom has changed from 2G to 3G and then to the development of 4G, which won the "CDMA network" of disappointment and frustration, also get the joy of FDD licence and rapid development.
China Telecom Mobile users a net increase of 5.82 million in the first half, total users reached 191 million, 4G net increase of about 22 million end users, at around 29 million households.
The past few years, Wang has done a lot in the Internet transition pilot program promoting mixed ownership of telecommunications reform, the "new three of a second" strategy, arguing that telecommunications initiatives, encourage employees to start, done in conjunction with NetEase is easy to prevent erosion by the OTT, fixed-line growth China Telecom dragged out of the mud. Despite the introduction of 4G pressure of China Telecom, but Wang held FDD LTE, as well as the emerging business of China Telecom, such as games, videos, its mobile payments have begun. Telecom new business growth in the first half of 21%.
China Unicom, there is no separate 4G user, only vague added 8.68 million mobile broadband users for a total of 157.79 million households, in the proportion of mobile users reached 54.5%. Die Zeit reporter access to performance data, as of July this year, China Unicom reached 288 million mobile users, mobile customer of the month dropped 890,000.
In the 3G era, due to the get the best resources, China Unicom also many users from the moving hand, unfortunately 4G is coming soon, mobile-first, let Unicom out of pace, once again left behind.
Fu Liang to time weekly reporter said Unicom was accepted this "hot potato" in the future, Wang used heavily in telecommunications in the capital, the diversified pilots experience shortage of funds can help improve China Unicom. In 2008, however, reorganization, merger of Unicom and Netcom, China Unicom internal integration itself is more complex, internal friction problems have to some extent in the past consume a Unicom's advantage, moving new, again, running in period and the cost of running a huge challenge. Father of computer genius Turing s life
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