How to play the survival game of operators who los

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How to play the survival game of operators who have lost their golden armor

once upon a time, Chinese operators had a good time for quite a long time. However, the market is changing rapidly. With the development of global 4G business, internally, the operation of plexiglass bending tester requires huge capital expenditure for the construction of new base stations; Externally, facing the impact of policies such as replacing business tax with value-added tax, speeding up and reducing fees, and many voices from the outside world for reducing network traffic tariffs, it can be said that it is a collection of 3000 favourites. Under the heavy pressure, the golden age of operators has passed

the golden age has passed. How can operators rejuvenate?

combing the performance of operators in the first quarter of 2015, the three enterprises rarely experienced a situation of simultaneous decline in net profits. A large part of the reason is that the traditional voice and short message services are going downhill, and the emerging traffic services are in short supply. Compared with the past, the three operators have begun to show fatigue, and began to bid farewell to the golden age of rapid growth and enter the era of stock competition

in terms of external factors, a major factor causing the decline in the profits of the three operators has emerged since this year, that is, replacing business tax with value-added tax. In July 2014, in order to absorb the impact of the decline in the accounting revenue and profit level of the telecommunications industry caused by the implementation of replacing business tax with value-added tax, the SASAC required the three telecom operators to significantly reduce marketing costs to ensure profits, and reduce marketing expenses by 20% annually for three consecutive years. Affected by this, the three enterprises reduced marketing expenses by more than 40billion yuan in total in three years

Chinatelecom publicly announced in its financial report that the pilot of replacing business tax with value-added tax had a certain negative impact on the group's revenue and profits. In addition, optimizing the development and marketing model and further strengthening the control of marketing expenses also had a certain impact on revenue. China Unicom also believes that the decline in profits is mainly caused by factors such as the replacement of business tax with value-added tax and the transformation of marketing mode

approaching the May 17 Telecommunications Day, the Ministry of industry and information technology proposed the annual target of reducing fees by 30% year-on-year. On the same day, China Mobile, China Unicom and Chinatelecom announced plans to speed up and reduce tariffs, with a maximum reduction of more than 35%

then, on October 1, the three major operators simultaneously launched the service of non clearing traffic. The third quarter financial report has clearly seen the impact of the policy on enterprise revenue and profits: in the first three quarters, China Unicom's net profit was 8.18 billion yuan, a year-on-year decrease of 22.6%, and its revenue was 211.913 billion yuan, a year-on-year decrease of 1.59%. The revenue and net profit growth of China Mobile and Chinatelecom was only single digits. This series of new policies further jeopardized the performance of operators

no matter how much the outside world resents the daily progress of operators, now, the telecommunications industry, once regarded as a pastry, begins to lose its former glory, and then closes the oil delivery valve. Where should telecommunications operators who have lost their gold armor go

how to make profits and win-win through the storm of public opinion

operators have been criticized from the speed of speed to the level of tariffs, from the strength of signals to the radiation of base stations. The sky high traffic at the end of 2015 pushed operators to the forefront of public opinion

in the history of being roast by operators, the fiercest touted roast is nothing more than monopoly. The public's aversion to monopoly instinct makes operators naturally become the target of public criticism in terms of large-scale and sound heavyweight revenue. However, according to Xiang Ligang, an observer of the telecommunications industry, China's telecommunications industry, after 30 years of spin off and restructuring reform, has finally built a market pattern in which the current three national leading operators compete. Although the administrative force plays a decisive role to a large extent, in the final analysis, it is still the market choice that the telecommunications industry ultimately realizes through market competition

if we ignore the 30-year restructuring and reform history of China's telecommunications industry, just look at the profit figures of operators: the stress of China Unicom and Chinatelecom at the right angle point in 2014 rose to enough to produce the initial tear, and the net profits in 2014 reached 12billion yuan and 17.6 billion yuan respectively, and the profits of China Mobile reached 109.4 billion yuan. It seems that we have to stick the label of monopoly

but in fact, in the decades of telecommunication reform, telecommunication tariff prices have been falling all the way, and a large number of unreasonable charges have been gradually abolished, while its service level and network coverage have been greatly improved, which is actually the result of breaking monopoly and promoting competition. Isn't there a paragraph: in this era, everything is rising, except wages and communication charges

and the sky high traffic and high charges of the straw that killed the camel seem to cause people's saliva more

then, is China's telecom tariff really higher than that of other countries? According to the data of the International Telecommunication Union, taking the relative price of post paid packages as an example, China ranks 104th among the 166 countries and regions counted. Compared with absolute figures, the domestic telecommunication tariff is not high, but its proportion in residents' income is much higher than that in developed countries, which seems to give a reasonable reason for the high tariff, and operators can only suffer a little dumbfounded

on the one hand, it is the explanation of the capital market, and on the other hand, as a state-owned enterprise, operators face a dilemma. Walking through the cusp of public opinion, I'm afraid operators want to know more than we do about how to achieve a win-win situation between profits and

adhere to and change the transformation of operators on the road

from the traditional voice era to today's data era, telecom operators are facing unprecedented impact, and digital transformation is imperative

this is the worst time. The traditional communication market is becoming saturated, the growth of users is slowing down, the communication tariff is decreasing year by year, and the entry of private capital and virtual operators makes the development of operators difficult

this is also the best era. As a senior super large state-owned enterprise, the rest of the standards have been implemented since April 19, 2017. It has natural advantages such as extensive coverage of networks, huge user scale, and sufficient capital flow. Taking advantage of the east wind of Internet +, it can further open up networks and channel resources such as cloud computing, big data, basic networks, and build an inclusive and cooperative ecosystem. In fact, there are still many things that can be done

it's not important to stick to or reform, but to be brave in self revolution. Operators who have lost their golden armor will pick up new weapons and equipment to continue the game

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