On March 21, the three major telecom operators successively announced the development of users in February 2022.
I. User development of China Mobile in February 2022:
The total number of mobile customers reached 960.76 million, a monthly decrease of 629,000;
5G package customers reached 425.427 million households, an increase of 24.148 million units per month.
Wired broadband customers reached 245.66 million households, an increase of 1.713 million households per month.
Micro-evaluation: February has always been a month of poor development of operator users, china mobile cable broadband subscriber growth slowed down, mobile customers decreased, are normal, 5G package customers increased by more than 24 million, which is a very good result. The penetration rate of 5G package customers among mobile customers reached 44.28%, an increase of 2.54 percentage points from 41.74% in the previous month. At this rate, in the first half of the year, this penetration rate will exceed 50%.
II. User Development of China Telecom in February 2022:
Mobile subscribers reached 376.39 million, an increase of 890,000 per month;
5G package users reached 202.14 million, an increase of 6.08 million units per month.
The number of wired broadband subscribers reached 171.85 million, an increase of 600,000 per month.
Fixed-line telephone subscribers reached 106.66 million, a monthly decrease of 210,000.
Micro-comment: China Telecom's mobile subscribers have been growing positively for 24 consecutive months, and if you don't take into account the negative growth in the early days of the new crown pneumonia outbreak (February 2020), the last negative growth will be in 2014. This company is stable enough, right? The penetration rate of 5G package users among mobile users reached 53.70%, an increase of 1.49% from 52.21% last month, continuing to be in a leading position among the three major operators.
3. China Unicom: Monthly voluntary information disclosure indicators for system optimization for the first time in 20 years:
Official explanation: Focusing on the construction of "network power, digital China, and smart society", based on the company's new strategy of "strong foundation, integrity innovation, integration and opening up" and the five main businesses of "big connection, big computing, big data, big application, and big security", in order to better reflect the positive progress of the company in seizing new opportunities, embracing new changes and achieving new development, China Unicom broke the tradition of listing for 20 years and systematically optimized monthly voluntary information disclosure indicators for the first time.
Starting this month, China Unicom will no longer disclose the net increase in users on a monthly basis, but will increase transparency in key areas such as "ubiquitous smart connection", "innovative application", "smart service" and "scientific and technological innovation", and strive to change the monthly voluntary information disclosure to a direction that focuses more on the company's strategic guidance, respects the laws of the industry, is more in line with market concerns, and is more conducive to enhancing the value of investors.
In recent years, China Unicom has resolutely implemented General Secretary Xi Jinping's important exposition on adhering to the "two consistent" and building a modern enterprise system with Chinese characteristics, attaching great importance to the effectiveness of information disclosure compliance and the protection of investors' rights and interests, and continuously promoting the modernization of corporate governance capabilities. China Unicom's board of directors has excellent assessment, ranking in the forefront of central enterprises; information disclosure has been the highest level of evaluation by the Shanghai Stock Exchange for many consecutive years; it is one of the only 7 listed companies in China in 2021 to have won two authoritative awards of "Best Practice Case of Board Office" and "Best Case of Performance Briefing" of China Association of Listed Companies, and was invited to share practical experience with more than 200 listed companies.
IV. China Unicom's February 2022 Operating Data:
Official interpretation of the new indicator:
1. The cumulative arrival of "big connection" users = the cumulative arrival of mobile billing users + the cumulative arrival of fixed-line broadband users + the cumulative arrival of fixed-line local telephone users + the cumulative arrival of Internet of Things terminal connections + the cumulative arrival of network private line users.
2. The 5G industry virtual private network refers to the high-quality private virtual network provided to industry users based on the 5G public network that can meet their business and security needs, and is the core carrier that provides differentiated and partially independent network services for industry users. As an important indicator of the government department's "5G Application "Sail" Action Plan (2021-2023)", the 5G industry virtual private network has become a new engine for vertical industries to promote 5G innovative applications, expand production efficiency, and accelerate digital transformation.
3. Smart customer service customer problem resolution rate = evaluation solution satisfaction / service evaluation volume * 100%; intelligent service proportion = intelligent service solution volume / total service volume
4. The holder of the patent mentioned in the above table is China United Network Communications Group Co., Ltd
Comparison: China Unicom's January 2022 user data:
Micro Review :
1, there must be someone to eat crab first, the chairman of the airborne outside the system is most likely to break the original framework, and the original indicator system is relatively weak with peers, can not reflect the actual situation of China Unicom, but also to promote China Unicom to adjust the indicators.
2. The original index system of "mobile billing users, fixed network broadband users, fixed network local telephone users" hidden behind the scenes, the new ""big connection" user cumulative arrival number", of which "The cumulative arrival of Internet of Things terminal connections" is a separate column, the original "5G package user cumulative arrival number" (part of the mobile billing user) continues to be retained, and the new "cumulative arrival number of network private line users" is added.
3. The new user indicator system, "the cumulative arrival of "big connection" users", "the cumulative number of 5G package users" and "the cumulative number of Internet of Things terminal connections", highlight the large connection, 5G, and the Internet of Things, and better reflect the actual situation of users, especially the development of "2B users". However, it lacks a comparison with competitors (such as 5G user penetration, broadband user count), and it is difficult to reflect the gap between companies.
4. In addition to the number of users, three new indicators of "innovative application", "smart service" and "scientific and technological innovation" have been added. "Innovative applications" include one "number of virtual private network service customers in the 5G industry", "smart services" include two "smart customer service customer problem solving rate" and "intelligent service proportion", and "scientific and technological innovation" only includes one "cumulative number of authorized patents this year". Compared with user indicators, "innovative application" and "scientific and technological innovation" are non-explicit indicators, and it is difficult to have significant changes, especially significant changes directly related to performance, while the "smart customer service customer problem solving rate" in "smart services" is also non-explicit, and the increase in the proportion of "smart services" may come from many aspects, such as increased investment, and system self-learning and so on.
5. China Unicom's new indicator system can be understood by industry insiders, but it is difficult for people outside the industry to understand.
6, the only indicator that can compete with competitors, in February 2022, China Unicom's 5G package users reached 164.900 million households, mobile and telecom were 4254.27 million households, 202.14 million households, respectively, can be calculated, the number of 5G package users increased in the month, Unicom, Mobile, Telecom were 4.404 million households, 24.148 million households, 6.08 million households, 5G package users accounted for 3 total 5G package users, Unicom, Mobile, Telecom were 20.8%, 53.7%, 25.5%, compared with the end of last month, the three accounted for -0.3%, +0.7%, -0.4%, respectively.