As of August 18, after China Telecom announced its mid-term performance in 2020, all the three major telecom operators in China have published their semi annual performance reports for 2020. Data shows that the total revenue of the three operators in the first half of the year reached 734.097 billion yuan, with a total net profit of 73.044 billion yuan. Among them, China Mobile’s revenue was 389.9 billion yuan, with a year-on-year growth of 0.1% and net profit of 55.8 billion yuan; China Unicom’s revenue was 150.397 billion yuan, with a year-on-year increase of 3.8%, and a net profit of 3.344 billion yuan; China Telecom’s revenue was 193.8 billion yuan, with a year-on-year growth of 1.7%, and a net profit of 13.9 billion yuan. < / P > < p > “generally speaking, the operation data of the three operators in the first half of the year showed a steady growth state. With the further deepening of 5g network construction, the informatization construction of digital industrialization and industrial digitalization, and the integration trend of” industrialization and industrialization “, the three operators are expected to develop in 2020, which is also an important embodiment of China Communications leading the industrial development in the 5g era.” Li Zhen, an industrial research analyst at the Innovation Research Institute of Beijing University Science and Technology Park, said in an interview with economic daily. In late July, Wen Ku, a spokesman for the Ministry of industry and information technology and director of the Department of information and communications development, said that in recent years, more than 15000 5g base stations were newly built and opened every week. It is understood that at the beginning of this year, the three operators set the target of opening more than 600000 5g base stations this year. As of the end of June, more than 400000 5g base stations have been built and opened by three basic telecom enterprises in China. “According to the speed of network construction of the three major operators, this goal will be achieved ahead of time.” Li Zhen said. < p > < p > previously, Tong Jilu, chairman of China Tower, revealed at the mid-term performance conference in 2020 that by the end of June this year, 593000 5g infrastructure construction needs had been undertaken, and the operators hoped to deliver 350000 by the end of June, and 380000 units had been delivered. Telecom operators have said that they will increase the construction of 5g base stations within the year. At the financial report meeting, China Mobile said that under the condition of basically maintaining the capital expenditure plan at the beginning of the year, the target of 5g new base stations increased from 250000 to 300000; by the end of the year, all cities above prefecture level should provide commercial services, and promote the commercial use of independent networking core networks within the year. China Telecom also said that in the fourth quarter of this year, it will appropriately increase the construction of some 5g base stations according to market conditions and changes in demand. < / P > < p > “it can also be seen from the half year financial report that since 2020 is an important period for 5g deployment, all three operators have formed a large amount of capital expenditure on 5g network construction. In the first half of the year, the 5g capital expenditure of the three operators was about 88 billion yuan, more than half of the total expenditure. Among them, China Mobile is 55.2 billion yuan; China Telecom is about 20.2 billion yuan; and China Unicom is 12.6 billion yuan. ” Li Zhen said. < p > < p > on August 17, Shenzhen announced that it had officially completed the full coverage of 5g independent networking, reflecting the speed of China and Shenzhen in the world, which is inseparable from the rapid deployment of 5g base stations. Wang Zhiqin, vice president of the China Institute of information and communications, revealed that China’s 5g independent networking will be commercially available in September 2020. Recently, Xin Guobin, Vice Minister of the Ministry of industry and information technology, said recently that the total number of 5g terminal connections in China has rapidly increased from 66 million at the end of June to 88 million at the end of July, and more and more users feel the 5g speed. < / P > < p > in the half year performance released by the three major operators, 5g users are also the focus of attention. Data shows that the number of mobile users of China Mobile, China Unicom and China Telecom in the first half of the year were 947 million, 310 million and 343 million, respectively, reaching 1.6 billion. Among them, China Mobile and China Telecom announced the number of 5g users, with 70.2 million for China Mobile and 37.84 million for China Telecom. < / P > < p > “excluding the number of 5g users of China Unicom, the current number of 5g users in China has exceeded 100 million, which shows that with the continuous advancement of 5g business process, 5g business has begun to enter the ordinary user group after the” taste fresh “boom has subsided.” Li Zhen said. < p > < p > China Mobile once said that the net increase of 5g package customers this year was more than 100 million; China Telecom predicted that 5g application users such as Tianyi Ultra HD, cloud game and cloud VR would grow rapidly; China Unicom said that it expected 5g users to grow significantly in the second half of this year. The accelerated popularization of 5g terminals is also promoting the rapid growth of 5g users. According to the data of China Academy of communications and communications, in July this year, 13.911 million 5g mobile phones were shipped in the domestic market, accounting for 62.4% of the total number of mobile phones shipped in the same period; 14 new models were listed, accounting for 35.0% of the number of new mobile phone models on the market in the same period. From January to July this year, a total of 77.508 million 5g mobile phones were shipped in the domestic market, and 119 new models were listed, accounting for 44.2% and 46.5% respectively. The head of China Telecom said that it is expected that 80% of the mobile phones on the market will be 5g mobile phones within this year. < / P > < p > in order to win over users, the three major operators have also made great efforts in 5g applications. According to the financial report, China Mobile has launched special services such as ultra high definition live broadcasting, cloud games and cloud VR for public users, and 15 key industry solutions for vertical industry customers, including 5g smart factory, smart power, smart steel, smart port and smart mine. China Unicom has introduced HD / 4K / 8K video, AR / VR, cloud games and other special services for individual users, while it has focused on industrial Internet, smart city, medical and health services for government and enterprise markets. < p > < p > Xin Guobin said that in the second half of the year, it will focus on supporting 5g innovative applications in seven major fields, such as smart healthcare, virtual enterprise private network, smart grid, and vehicle road collaborative Internet of vehicles, so as to promote more and more 5g industry applications to achieve results.
was affected by novel coronavirus pneumonia. The isolation in the first half of the year became normal. This resulted in steady growth in fixed telecommunications revenue and continued narrowing of mobile communication revenue. The fixed communication service revenue of the three operators was 236.3 billion yuan, accounting for 34.1% of the total telecom business. Xiang Ligang, chairman of the information consumption alliance, said frankly that from the financial reports of the three major operators in the first half of the year, it can be seen that the growth space of mobile communication is very small and even declining. If 5g is not developed and only 4G is used, the mobile communication business will hardly grow any more. However, smart home, cloud service, government enterprise service and industrial Internet have great development opportunities and growth space. < / P > < p > “the three operators are actively participating in the process of industrial digitization and digital industrialization. The construction of data center, information network and business scene have also become an important part of operators’ income sources. The transformation of production and life style brought about by the epidemic situation has spawned many new demands for information services, and operators have also carried out business integration With the provision of new business, it provides corresponding services for different users at B end (enterprise side), G end (government end) and C end (consumer side) Li Zhen said. According to the financial report of the first half of the year, the b-end market has the largest space. In the first half of the year, China Telecom’s industrial digital revenue was 42.9 billion yuan, leading the industry in terms of revenue scale, with a year-on-year growth of 5.1%. The financial report also shows that in the first half of this year, China Unicom’s industrial Internet business revenue reached 22.7 billion yuan, a year-on-year increase of 36%, accounting for 16% of the total main business income. China Mobile dict market revenue reached 20.9 billion yuan, up 55.3% year on year. Xin Guobin stressed that in the second half of the year, we should focus on promoting the transformation of operation enterprises from network construction, business model to business philosophy, and meet the needs of development from TOC to tob. Organize and implement the 2020 new infrastructure construction project of “broadband network and 5g field”, further enrich and expand application scenarios, test and promote virtual private network technology solutions, expand the industrial scale, and promote the expected effect of the project. At the same time, we will continue to vigorously implement the “5g + industrial Internet” 512 project to create a benchmark for demonstration application. According to the prediction of relevant institutions, by 2025, the scale of added value of China’s digital economy will reach 60 trillion yuan, and the income of software and information service industry will reach 13.1 trillion yuan, with huge market potential. China’s telecom operators need to actively transform and grasp the new opportunities of digital economy development to find new growth points.