Per edited: Bi Luming
On the evening of February 21, China Mobile, China Unicom, China Telecom and other communications giants released the main operating data for January 2022.
China Mobile: 401.27 million 5G package customers
China Mobile (00941.HK) announced that in January 2022, the Company and its subsidiaries had a net increase of 4.497 million mobile business customers, bringing the total number of customers to 961.389 million; of which the number of 5G package customers was 401.27 million, compared with about 387 million 5G package customers at the end of last year; and the number of wired broadband business customers was 3.841 million, bringing the total number of customers to 243.947 million.
As of the close, China Mobile closed at HK$55.9, up 2.01%, with the latest market capitalization of HK$1.195 trillion.
China Telecom: The number of 5G package subscribers increased by 8.26 million
China Telecom (00728.HK) announced that the number of mobile subscribers in January 2022 increased by 3.07 million to a total of 375.5 million; of which the number of 5G package users increased by 8.26 million to a total of 196.06 million. The number of wired broadband subscribers increased by 1.54 million in the month, reaching a total of 171.25 million.
As of the close, China Telecom reported closing at HK$3.13, up 2.62%, with the latest market capitalization of HK$286.4 billion.
China Unicom: 5G package users increased by 5.568 million units
China Unicom (00762. HK) announcement: In January 2022, the group's mobile outbound users increased by 1.13 million to a total of 318 million; 5G package users increased by 5.568 million in the month, reaching a cumulative total of 160 million; fixed-line broadband users increased by 1.036 million in the month, reaching a total of 96.082 million.
As of the close, China Union closed at HK$4.38, up 1.39%, with the latest market capitalization of HK$134 billion.
The reporter noted that the 5G users of the three major operators continued to grow in January this year, continuing the growth trend of the 5G industry last year.
According to the Ministry of Industry and Information Technology's "2021 Communications Industry Statistical Bulletin", by the end of last year, the number of 5G mobile phone users in the mainland reached 355 million. In 2021, 5G applications have also shown a trend of blooming everywhere. "There are more than 10,000 application innovation cases in the 5G industry, covering more than 20 national economic industries such as industry and medical care, and the application links penetrate from the production auxiliary links to the core links, and the typical application scenarios of '5G + industrial Internet' are gradually evolving to large-scale replication." The Ministry of Industry and Information Technology said in the analysis.
According to the data of the Ministry of Industry and Information Technology, by the end of 2021, the mainland has built and opened 1.425 million 5G base stations, built the world's largest 5G network, and achieved coverage of all prefecture-level cities and urban areas in the country, more than 98% of county urban areas and 80% of townships and towns, and gradually promoted to rural areas with conditions and needs. The total number of 5G base stations in the mainland accounts for more than 60% of the world; the number of 5G base stations per 10,000 people reached 10.1, an increase of nearly 1 times over the end of the previous year. The annual 5G investment was 184.9 billion yuan, accounting for 45.6% of the investment in telecommunications fixed assets.
Image source: Visual China (infographic)
Previously, when investors asked about China Mobile's 5G capital expenditure plan, China Mobile said: "It is expected that 2020 to 2022 will be the peak of investment. The company's capital expenditure will be 180.6 billion yuan in 2020, and 183.6 billion yuan will be disclosed in early 2021, and the capital expenditure plan for 2022 is still in progress. The company will comprehensively consider the network layout, customer needs, investment returns and other factors, rationally plan network investment, including 5G investment, the overall capital expenditure will not increase significantly. ”
In the previous investor research activities, some investors asked about China Mobile's layout of the meta-universe, China Mobile said: "The meta-universe concept is still in the early stage of development, involving many industries and application scenarios, and the company will actively pay attention to its development. ”
China Mobile also pointed out: "The company can provide the computing power required for real modeling and interaction and large-scale virtual content production experience to meet the needs of ultra-low latency and ultra-large bandwidth." Based on the existing XR capability field layout, the company forges the underlying virtual scene immersion ability, and can provide the ability to integrate virtual and real, the three-dimensional modeling ability with human subjects, and the rendering ability in the future. The company focuses on the construction of digital homo sapiens and scenes, has created a digital Homo sapiens image for 5G ice and snow, and takes digital competitive sports as the main body to carry out research pilots on relevant computing power and ability services. ”
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