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5G packages made great achievements, and telecommunications services became one of the eight major industries with profit growth in the first half of the year

Posting time:2023-02-02 06:04:58

5G packages made great achievements, and telecommunications services became one of the eight major industries with profit growth in the first half of the year

The market research agency wind gave a report on the net profit attributable to the parent of many industries in the first half of the year. Among them, only eight industries have achieved profit growth, and telecommunications services have become one of these eight industries, and their profit growth rate ranks fourth. The name shows that the operator's 5G package still plays a huge role in driving consumer spending. The data given by wind shows that the growth rate of net profit attributable to the parent of telecommunications services is 13.99%, and its profit growth rate only lags behind three industries such as energy, semiconductor equipment, and health care services and ranks fourth. It can be seen that The performance of the telecommunications service industry in the first half of this year was excellent. According to the results released by the three major operators in the first half of this year, the net profit attributable to the parent company of China Mobile, China Telecom and China Unicom increased by 18.9%, 3.1% and 18.7% respectively year-on-year, which also proves that the communication services of the three major operators have indeed gained It has generated a lot of income, and these incomes are mainly driven by 5G packages. The results released by China Mobile show that the main business revenue in the first half of the year reached 426.4 billion yuan, of which the personal market contributed 256.1 billion yuan, and the personal market contributed 60% of the income. If the home broadband business contributed nearly 80% of the income, it shows that Serving people remains the operator's main source of revenue. The 2021 results released by China Mobile show that the ARPU of 5G package users exceeds 80 yuan, while the ARPU of overall mobile users is less than 50 yuan, and the ARPU of 5G package users is more than 60% higher, proving that 5G has greatly increased package prices. Operators' performance growth is naturally the driving force behind their profit growth. The main significance of the three major operators launching 5G services is to increase consumer spending. In the name of the high cost of 5G, they set the price of 5G packages at nearly 100 yuan. The yuan is too high. In fact, many users still use 2G and 4G packages of more than 10 yuan, and 5G has become an effective gimmick for them to promote consumer spending. When operators use 5G as a gimmick to increase the price of consumers' communication services, they cannot afford the expensive 5G network investment. So far, the three major operators have built about 1.9 million 5G base stations, and each 5G network has only 90 There are more than 10,000 5G base stations. This is the fourth year of 5G commercial use. In contrast, China Mobile built 700,000 4G base stations in the first year of commercial use of 4G. It can be seen that the construction of 5G network is progressing slowly. The pace of 5G network construction has gradually slowed in 2018. The operating cost of 5G network is extremely high, which also makes operators miserable. According to the performance of China Mobile in the first half of 2021, the energy usage fee (mainly electricity fee) is 24.342 billion yuan. The electricity cost of China is estimated to reach 50 billion yuan, an increase of more than 50% compared with 2018 before the construction of the 5G network. The ultra-high 5G base station electricity cost has forced operators to take measures to intelligently manage the 5G network, that is, shut down the 5G network during idle periods. . Faced with high 5G network investment and operating costs, operators can only hope to make money from mobile phone users by increasing 5G package fees. Previously, the 5G business market and IoT market that the industry described for operators is unrealistic. The average ARPU of IoT users is only 1 yuan, and China Mobile's more than 900 million IoT users can only bring in more than 10 billion in revenue, which is a drop in the bucket compared to the revenue contributed by mobile phone users. It can be seen that 5G has played a significant role in driving consumer spending and making telecommunications services a rare bright spot under the cold winds of many industries. However, this has also caused consumers to complain about operators and consume more. The acceptance of 5G by consumers is low. The data disclosed by the Ministry of Industry and Information Technology shows that there are only 455 million 5G network users, while 5G package users reach more than 900 million, which means that only half of 5G package users use 5G network, which is quite ironic. .

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