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Earning more than 300 million yuan a day, what does China Mobile want to do when it rushes to run Unicom's financial report?

author:Hanhai Observation

#China Mobile net income of more than 110 billion yuan last year#On the evening of March 11, China Unicom released its 2021 annual report. According to the data, in 2021, China Unicom's annual revenue reached 327.9 billion yuan, an increase of 7.9% year-on-year; of which, the service revenue was 296.2 billion yuan, an increase of 7.4% year-on-year, and the growth rate was 3.1 percentage points higher than that of the whole year of 2020. Net profit was 14.4 billion yuan, an increase of 15.0% year-on-year, and the growth rate was 4.7 percentage points higher than that of the whole year of 2020. By the end of 2021, China Unicom's 5G package users will reach 155 million, and the penetration rate of 5G package users will exceed the industry average, reaching 48.9%. Fixed-line broadband subscribers increased by 8.95 million in the whole year, reaching a total of 95.05 million.

Earning more than 300 million yuan a day, what does China Mobile want to do when it rushes to run Unicom's financial report?

However, on the day of the release of the Unicom financial report, China Mobile rushed to run Unicom, did not issue a financial forecast, China Mobile disclosed the 2021 operating conditions show that the company's 2021 annual operating income is expected to be about 844.877 billion yuan to 852.558 billion yuan, and the net profit attributable to the mother is about 114.307 billion yuan to 116.464 billion yuan. This means that China Mobile will earn an average of 313 million yuan to 319 million yuan per day in 2021. Specifically, in 2021, China Mobile's personal market scale growth and value improvement, mobile customers reached 957 million households, a net increase of 14.97 million households, of which 5G package customers reached 387 million, a net increase of 222 million households; the home market growth momentum is strong, the realization of double increase in volume, wired broadband customers reached 240 million households, a net increase of 29.78 million households.

As we all know, China's three major operators can be said to be in a process of love and killing, once upon a time the competition of the three major operators was extremely fierce, due to the existence of the three major operators, in fact, it also provides a good service for our daily communications, so how should we look at the current special situation, how should we look at the financial report of China Mobile?

Earning more than 300 million yuan a day, what does China Mobile want to do when it rushes to run Unicom's financial report?

First of all, before we saw that most of the operators released financial reports are carried out in a decent and step-by-step manner, after all, for the current operators, everyone is a state-owned enterprise, although there is a certain degree of competition in the market, but the overall competition is still in a relatively normal state, especially before China Unicom was listed in the domestic A-share market, China Mobile and China Telecom were listed in the overseas capital market, and it can be said that the well water does not violate the river water on top of the financial report release. So we see that before the basic major operators rarely appeared in the phenomenon of financial report competition, but now because telecom and mobile have also returned to A-share listing, this will have an obvious problem, everyone is listed on a capital market, who issued the financial report when it has become a more sensitive thing, which is why we see the reason why China Mobile wants to rush before China Unicom issues financial reports.

Earning more than 300 million yuan a day, what does China Mobile want to do when it rushes to run Unicom's financial report?

Secondly, the overall performance, although China Unicom said to have set a new high for 8 years of performance, but a comparison of China Mobile's performance, we will feel a very obvious difference, on the whole, the development of China Unicom in these years is still quite good, especially in the 4G era, China Unicom's Internet packages, to help China Unicom seize a large part of the market share, so in recent years China Unicom in the market still presented a very good development prospects, but the first-mover advantage of China Mobile itself is very large, The overall market share level is also very high, so after losing a period of competitive advantage, China Mobile has also begun to make rapid efforts, and on the whole, the development of China Mobile is still better than China Unicom and China Telecom.

Earning more than 300 million yuan a day, what does China Mobile want to do when it rushes to run Unicom's financial report?

Third, from the perspective of long-term market competition, the situation of mobile Unicom Telecom's three three-legged standing may remain for a long time, although China Radio and Television has also begun to join the battlefield, but after all, the market development time of China's radio and television is too late, and its own market development advantages are not obvious, and it is almost impossible to shake the market position of the three major operators, so from the current point of view, China's three major operators will still present a state that no one can help anyone. The situation of China Mobile's dominance may also last for a long time.