Among them, communication service revenue was 284.7 billion yuan, an increase of 6.8% year-on-year. Data business revenue was 95.4 billion yuan, an increase of 25.5% year-on-year, and the proportion of communication service revenue rose to 33.5%, of which wireless Internet business revenue was 47.4 billion yuan, an increase of 62.2% year-on-year.
The number of 3G base stations reached 361,000, with a network utilization rate of 25.0%; the number of WLAN access points reached 4.1 million; the construction of more than 200,000 TD-LTE base stations nationwide was initiated, and 100 key cities will achieve continuous coverage in the main urban area.
On the whole, the biggest operator in China, which has been declining in recent years, is approaching the most critical moment, and there may be another staged performance turning point. But if there is no new change in its own transformation, the three operators, including China Mobile, will continue to decline.
This means that from business resources, business structure to business model, there will be big changes. At the same time, this will force the government to adjust the regulatory policies of the communications industry.
opportunity:
1. The state continued to implement policies to expand domestic demand and boost consumption, and proposed strategies to promote information consumption, which provided China Mobile with a broad space for development. (Technical Miscellaneous Notes: On August 14, the State Council has officially issued "Several Opinions on Promoting Information Consumption and Expanding Domestic Demand")
2. The state encourages independent innovation. The government fully supports TD-LTE as a new generation of wireless broadband technology, and its industrialization, commercialization, and internationalization have further accelerated.
3. The ICT industry has entered a stage of social integration, forming a new industry picture of three types of services: communication connection, capability resources, and application information, which will bring new opportunities for China Mobile's development.
challenge:
1. Disruptive changes in the field of information and communication, the rapid formation of new formats, the growth model of telecom operators have been hit, and traditional business revenues have declined.
2. With the increase in the saturation of the communications market, the homogeneity competition among communications operators has become more intense.
3. Heterogeneous substitution of Internet business is becoming increasingly prominent, and cross-industry competition is becoming increasingly fierce. Changes in market demand and business structure have led to an increasingly severe situation of operating cost control.
Negotiations between China Mobile and Apple are progressing smoothly
China Mobile Chairman Xi Guohua said after the semi-annual report that the negotiations between China Mobile and Apple are progressing smoothly, and the two parties are expected to reach cooperation in the future. This may help Apple recover its lost ground in China, which is its most important growth market.
Apple is expected to launch a new iPhone next month, and may also release a low-cost smartphone. Most importantly, Apple is currently using Qualcomm chips, which can adapt to various networks in China. At the same time, China is expected to issue 4G licenses by the end of the year, which will benefit China Mobile.
Apple CEO Cook and China Mobile Chairman Xi Guohua's meeting in Beijing last month triggered speculation that the two parties were close to reaching an agreement.
Official confirmed that Xu Long, general manager of Guangdong Mobile, violated discipline
A spokesperson for China Mobile confirmed: At present, Xu Long has been removed from the post of chairman, general manager and party secretary of China Mobile Guangdong. He is currently under investigation by the organization due to suspected serious violations of discipline.
Xu Long was taken away on Friday, August 16. Before him, General Manager Li Xinze of Guangzhou Mobile was taken away for investigation at the end of April. In addition, before Li Xinze, two network-related executives of Guangdong Mobile were taken away to "assist the investigation". Currently, Guangdong Mobile is temporarily chaired by Deputy General Manager Gao Zhixing.
It is unclear exactly why Xu Long was taken away. However, some insiders speculate that Guangdong is an important area under China Mobile's mobile Internet strategy, and its Internet base is also established here. Executives have been investigated or related to the data business. In addition, it may be related to network equipment, service bidding and related advertising business.
China Telecom proposes to lease 4G network to China Mobile
At China Mobile's interim results conference, Chairman Xi Guohua revealed that China Telecom had already submitted preliminary requirements for China Mobile to lease a 4G (TD-LTE) network. At present, the two parties are still negotiating on this matter.
In fact, earlier this year, Wang Xiaochu, chairman of China Telecom, talked about the possibility of renting China Mobile's 4G network in the future. Wang Xiaochu said that China Telecom believes that FDD will have less investment after analyzing the technology and investment trials of the two 4G network systems, TD and FDD. "However, if the market is rumored that it is true that the three major operators were issued TD licenses at the same time, China Telecom will lease part of China Mobile's network resources."
It can be seen from Wang Xiaochu's speech that China Telecom seems to give priority to the establishment of 4G networks through FDD, but if the TD license is issued first, it will choose to cooperate with China Mobile.
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