In front of 3G, China Telecom's landscape is facing a new change.
Reorganization, but also became popular terms since the Chinese telecom industry.
Before the Spring Festival, a large foreign telecommunications equipment company convened sales managers from all over the country to Beijing's head office training. What is surprisingly surprised by the sales manager is that one of its main contents is to prepare for "Unicom will be split".
Like many equipment, this company's sales architecture is divided into four groups in different customers, namely China Mobile, China Unicom, China Telecom, China Netcom, in addition to different customers, China Mobile, China Unicom, China Telecom, China Netcom. It has been disclosed that the preparation of the sales team of Unicom has been done.
More than just equipment, operators are also surrounded by rumors. Even if the senior company of Unicom is also unable to distinguish the authenticity of the news, Unicom Local Company's ordinary employees have guess what they will be divided into the future.
However, in "Split Unicom" is widely recognized as "on the plate", the parties have begun to respond, and another version of the reorganization has begun to quietly flow in the industry: Netcom and Unicom merge.
From last year's "four-in-one" "six-in-six" to the present, the entire China Telecom world is immersed in the atmosphere of the operator's restructuring. The 3G license is willing to issue, "3 licenses and 4 operators" this 3G equation variable has become more and more urgent, so regardless of operators or equipment, industry chains. I can only wait and see in waiting, and cast a bet.
After experiencing two large-scale split combinations, will China's telecommunications industry will have a third large group? What different endings will the China Telecom Industry will evolve under this variable?
Constant reorganization
In several versions of this reorganization, "Split Unicom" is the most moderate, once considered to be a foregone. Before the Spring Festival, many industry insiders were inferred that after two in March, this program will be officially announced.
The "Split Unicom" message begins with the end of last year, the core of this program is: China Unicom's CDMA network will incorporate China Netcom, GSM network incorporate China Telecom, staff structure and original fixed-line and long-distance telephone network Participate in the north incorporate China Telecom, part of the southern part into China Netcom.
The news was sent out, got a record of many industries, is considered to be "the best balanced parties, which caused minimal programs." Even some securities companies have designed specific operational programs on the technical level. At Unicom's 2005 Work Conference, the relevant leaders of the Ministry of Information Industry not only clearly stated that "the distribution of 3G licenses will be combined with operators", and also emphasize that "Unicom's significance is greater than the significance of the development." At that time, many people see this sentence as a hint: Unicom has completed historical mission.
However, the State-owned Assets Supervision has been released at the end of January, denied the separation of Unicom. But the statement did not deny that the operator will be reorganized, but it is said that there is currently no restructuring. And when the State-owned Assets Supervision of China's splitting is less than a week, China Telecom's chairman and CEO Wang Xiaota responded in Hong Kong. He suggested that China Telecom and China Netcom teamed up to acquire China Unicom GSM and CDMA network one of them. At that time, some people think this is the test of Wang Xiaochu under the authority of the management department, but the next changing mutation makes the restructuring prospects again into confused.
After the Spring Festival, in the telecommunications circle, especially the universal judgment of the equipment manufacturers suddenly changed to: "Split Unicom" program has been denied, and that Netcom is likely to merge with Unicom. Informed people revealed: "Although the program of 'split Unicom' has been recognized by most people, it has been opposed by Netcom. Because once this program is implemented, China Telecom and China Netcom will be further increased. The gap between strength, and Netcom who is not willing to do only 'Old End', this is what they are most reluctant to see. "
From overseas, the number of shares and the ambition of Netcom have been listed on the listing of $ 1 billion to acquire Telecom Yingke. Netcom and Yingke have announced that it will launch a strategic cooperation in real estate, Internet TV, and wireless telephone services. Analysts pointed out: "Although Netcom acquired Yingke shares is not known, but it is certain that this is Netcom The future long-term strategic deployment. "In addition, Netcom has been widely considered to have strong negotiations in the industry, so in the discussion of the reorganization plan, Netcom can not rule out special attention. If the above is inferred, then Wang Xiaochu's "suggestion" proposed in Hong Kong is very likely not to authorize the government, and it is a strong desire to express when China Telecom encounters severe challenges. A mid-level cadre of China Telecom said: "In the face of Netcom, Wang always is not anxious."
From last year's "four-in-one", "Six-in-three", "Split Unicom", "Netcom and Unicom" merged, each restructuring program can cause a bit of boiling discussion, but ultimately can only be a rumor. "Various rumors are rationality in trends, and they cannot be close to the final plan in detail." Chen Jinqiao, director of the Information Industry Telecom Research Institute Communications Policy Research Institute, "national-funded department, industry authorities, national comprehensive regulation department It is a very complicated thing for deepening the telecommunications system reform, so the formation of recombinant programs is a very complicated thing. "The most optimistic view believes that even if the restructuring plan can be determined, it is necessary to wait until the second half of this year.
Some experts pointed out that if a program that can balance the interests of all parties is not excluded, it is possible to maintain the probability of maintaining existing industrial patterns. Regardless of the final result, it is certain that the reorganization of telecom operators has been considered to be China's promotion of 3G horses. Therefore, the restructuring or not, how to reorganize the direct impact on China's telecom industry in the 3G era.
3G 3 kinds of future
If the Chinese telecommunications industry's previous split is to break the monopoly, the introduction of competition is, then this restructuring is undoubtedly in order to advance 3G process. Wang Yuxi, General Manager, China, is very extreme, but it represents a lot of perspectives: "The only purpose of this restructuring is to solve the problem of distribution of 3G licenses." Indeed, restructuring is closely related to the trajectory of 3G development in China. .
Although the discussion of the reorganization plan, the prediction of 3G licenses in this year has got a general agreement between all parties. At the beginning of the year, the Minister of Information Industry Wang Xudong's first statement on the 3G process in public operations: In 2005, the Ministry of Sino-China will propose my country's development of 3G decision-making recommendations. Chen Jinqiai believes that the hope of 3G decisions before 2005. Wang Yuquan also held the same point of view, his reason: "Since the Athens Olympics has started using 3G, then the Beijing Olympics in 2008 did not have the reason. 3G is a construction cycle. This year does not decision, it is too late. Therefore When it is most mature, telecommunications will concessional. "
But under the existing operational pattern, the license issuance problem is always plagued. Experts pointed out: "The reason why the Chinese government does not issue 3G licenses, which is because of the problem of waste and competition overlap." There are currently 4 major telecom operators in China, plus Tietong and Wei Tong, hoping to get 3G license. For domestic and foreign equipment companies in Tiger, 3G licenses are more beneficial. But build a 3G network covering the country, investment is close to 200 billion yuan, and the government must not allow state-owned assets such a huge repetitive construction and resource waste. Therefore, most views believe that the best way to avoid repeated construction, but also to develop competition is to issue 3 3G licenses. But even if it is facing 4 major operators, who is sending 3 licenses? Therefore, a series of "wind waves" on the reorganization operator have been triggered.
If there is a restructuring program that is able to balance the interests of all parties, then the problem issued by the license will be solved. Whether it is "split Unicom" or "Netcom and Unicom" merger, three operators after integration will become a full-service operator, and it is possible to obtain a national 3G license. Another result is that if the reorganization is endless, the status quo of "Mr." is solved in the existing pattern, it needs to be issued with regional restrictive licenses - although 4 operators get a license, but can only be specified The area is carried out in the area. Chen Jinqiao said: "There is currently no possibility of issuing regional 3G service licenses."
Another industry personally pointed out: "In fact, there is a major or some users in developed cities, while 3G is rich, fast data service, so the economically developed area is 3G, and it is also an avoidance Waste, relatively safe choice. "
After the card
Perhaps the direct power of the telecom operator restructuring is the issue of 3G licenses, but at the same time, the restructuring has another layer of significance for the China Telecom industry, and this is afraid far exceeding the importance of "licensed license". Li Shengfeng, who is in Bibo, believes: "If the development of China Telecom's development is divided into three stages, then in 1994, it was a monopoly stage. In 1994, it was a competitive stage. Now, the government hopes to bring the telecommunications industry through the restructuring In the course of cooperation competition, the true world-class competitiveness is formed in the context of the globalization. "
China Telecom Industry has introduced competition in the past 10 years. In 1999, China Telecom's mobile business was peeled off, and China Mobile was established. In 2002, China Telecom's north-south split, these two large-scale split The combination is in order to achieve competition. Li Shengfeng said: "The restructuring of China Telecom Industry is imitating US and British models, and these two countries are typical cases that break the monopoly and introduce competition worldwide."
However, as the competition in the communication market is increasingly fierce, the malignant competition between operators has become more intensified, and the relevant data shows that in the past five years, due to the loss caused by the interconnection has exceeded RMB 1 billion. "Price War" in the country's markets in the country, making each operator suffer heavy. In order to solve this tricky problem, in November last year, the decision-making layer went out of the "Telecom Operator's High-Level Change".
It can be said that vicious competition has become the biggest dilemma facing China Telecom market in 2G era. Therefore, in the reorganization of "It seems to be licensed", it is also one of the priorities that the 3G era once again have to consider it. "After all, the cooperation competition in" in the network, competing in business "is the trend of the global telecommunications industry." Li Shengfeng said. There is no doubt that this trend will inevitably affect the final restructuring solution.
Although all kinds of "rumors" approached the facts again, it was still far from the facts again and again, but in the 3G incredible footsteps, another pattern change of the telecommunications industry is not avoided.
