China Mobile earned 300 million net profit in 2016, equal to 226 Unicom

On March 23, China Mobile released its 2016 annual performance report. During the period, the company's revenue was 708.4 billion yuan, up 6.0% year-on-year. Profit attributable to shareholders was 108.7 billion yuan, up 0.2% year-on-year, equivalent to 300 million yuan per day.

Net profit ended 3 years down

It is worth noting that this is the three-year decline in the net profit of China Mobile. According to previous media reports, in 2012, after the net profit of mobile reached a peak of 129.3 billion yuan, it fell for three consecutive years. In 2013 and 2014, its net profit was 121.7 billion yuan and 109.3 billion yuan respectively. The net profit for 2015 was 108.5 billion yuan.

According to the financial report, in 2016, China's mobile communication service revenue was 623.4 billion yuan, a year-on-year increase of 6.7%, and the growth rate reached a new high in the past five years, ranking first in the industry. Affected by OTT business such as WeChat, wireless Internet revenue increased by 43.5%, accounting for 46.2% of communication service revenue. For the first time in the year, it exceeded the sum of voice and short MMS revenue, becoming the company's largest source of income.

The analysis pointed out that as the company's revenue structure is further optimized, the adverse impact of telecom operators on OTT shocks is weakening and is expected to bottom out.

In recent years, with the popularization of smart phones and the rise of OTT services, traditional services such as voice and SMS of operators have suffered a certain impact, and data traffic services have gradually become an important source of revenue for operators.

According to data released by the Ministry of Industry and Information Technology, in the first half of 2016, China’s mobile data revenue accounted for 28% of the telecom industry’s revenue, which was rapidly increased from 28% at the end of 2015 to 34%. For the first time, mobile voice has become the largest business in the telecom industry. Step into a flow-driven development phase. In the semi-annual report results of last year, the three major operators all mentioned that “traffic revenue” became the largest source of revenue.

In order to encourage users to use more traffic, the three major operators have launched unlimited traffic packages.

According to Cisco's global mobile data traffic forecast, the number of mobile phone users worldwide will reach 5.5 billion by 2021. According to domestic authoritative data, as of December 2016, the number of Internet users in China has reached 731 million. The analysis believes that with the arrival of 5G, more applications will be stimulated, which will lead to greater traffic demand.

WeChat users ultra mobile phone users

It is worth noting that the number of active users of WeChat has surpassed China Mobile, the largest mobile user. Tencent's latest financial report shows that as of the end of 2016, WeChat and WeChat combined monthly active users reached 889 million, while China Mobile's mobile phone customers were 849 million.

A year ago, WeChat monthly users were 697 million, behind the 826 million mobile phone users.

The OTT business represented by WeChat is like the front and back of coins, which has a profound impact on operators. The industry believes that with the rise of OTT such as WeChat, more and more dependent on the mobile network data network, which also means that when the "operated by OTT", the telecom operators ushered in the traffic dividend based on network access, and the current telecom operation Merchants are entering such a traffic bonus shift period.

Telecommunications expert Xiang Ligang (Weibo) believes that the emergence of WeChat has increased China Mobile's revenue. The two sides are symbiotic in nature, because the mobile Internet cannot leave the basic network, and each business has its own business. "The development of mobile Internet companies is a good opportunity for operators."

Telecommunications expert Fu Liang (microblogging) has different views. “Although the traffic has increased, the relationship between mobile Internet companies and operators has formed fierce competition in the business.” Fu Liang believes that mobile Internet companies have more layouts in these areas, such as app stores, mobile payments, and video. Early operators have formed an impact, and both parties will upgrade to more direct competitors in the future.

In terms of speed-up and fee reduction, China Mobile’s 2016 traffic tariffs decreased by 36% year-on-year. China Mobile expects that the impact of the new policy of speeding up and reducing fees in 2017 will reduce the domestic long-distance and roaming charges of mobile phones by about 4 billion yuan in a quarter, and reduce the total private line access and international long-distance charges of SMEs by about 3 billion yuan.

magnifier

4G business faces ceiling mobile power broadband service

As of the end of 2016, China Mobile's 4G subscribers increased by 223 million, with a total of 535 million; China Telecom reached 122 million; China Unicom has finally exceeded 100 million, reaching 105 million. Mobile is still a big one, and China Unicom and Telecom are not half as mobile.

However, it is worth noting that China Mobile announced in February 2017 that the development of users in February 2017 showed that China Mobile's 4G subscribers increased by 6.395 million, which was an increase of 17.172 million compared with the previous month and an increase of over 18 million in the previous year.

With the continued efforts of Telecom and China Unicom in 4G services in 2016, the gap between new operators of various operators has narrowed. "The investment in 4G business is also the reason for the decline in the net profit of China Unicom." Xiang Ligang said that China Mobile's 4G business has brought benefits, but faced the problem of new users growing the ceiling.

"China Mobile has already made broadband business an important development direction in the future." Fu Liang pointed out that China Mobile has won the user's "enclosure movement" with low-cost bundling strategy, which further poses a threat to China Telecom, which has an advantage in broadband business. .

In 2016, China Mobile's cable broadband customers reached 77.62 million, a net increase of 22.59 million. Compared with China Telecom's 123 million households and China Unicom's 75.24 million households, China has already surpassed China Unicom, but its telecom users are still the most.

Beijing News reporter Ma Wei intern Yang Lan

Compared

Mobile net profit equals 226 Unicom

The analysis said that China Mobile’s advantage is maintained for at least three to five years.

Compared with China Telecom's 18 billion yuan and China Unicom's net profit of 480 million yuan, China Mobile's net profit of 108.7 billion yuan is 6 times and 226 times that of the two competitors.

"China Mobile's advantage will continue for at least three to five years." Telecommunications expert Fu Liang said that China Mobile has been in the 4G field for a year earlier than its competitors, and the leadership is determined to make a big effort to transfer 2G and 3G users to 4G. . The layout of China Unicom is relatively late, which makes the user base open the gap.

Telecommunications expert Xiang Ligang pointed out that the advantage of China Mobile is the result of long-term accumulation. As early as 1997, China Mobile was separated from China Telecom, and China Mobile was sitting on a personal mobile service with policy protection and relatively high users and high frequency of use. "It can be said that the license issuance error has caused this result." Xiang Ligang said that when Telecom received the personal mobile license in 2009, the market trend has become irreversible.

Fu Liang believes that China Mobile's overwhelming competitive advantage will lead to the future two-thirds of the profits of the communications market being taken away by China Mobile.

“The market structure has been irreversible,” Xiang Ligang said, but does not rule out the policy adjustments that 5G technology may bring variables and asymmetric regulation.

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