Recently, the three major operators disclosed the February operation data announcement. Compared with the data of previous years, February has always been a month of poor development of operator users. This is particularly evident in China Mobile's data, which slowed down last month and saw a decline in mobile customers, but fortunately, 5G package users continued to grow at a high rate, with an increase of more than 24 million in February.
The biggest highlight of the operator's data report in February was China Unicom, as the first enterprise among the three major operators to "eat crabs", China Unicom broke the tradition of listing for 20 years and systematically optimized the monthly voluntary information disclosure indicators for the first time.
After the optimization of China Unicom's data, only the indicator of 5G package users can be compared with the other two operators. China Unicom's move is intended to innovate, but also to avoid its sharp edge, jump out of the "inner volume" between operators, get rid of the fate of being crushed in all dimensions in the past, and turn to a more competitive dimension and continue to compete with other two operators in the capital market.
Monthly data release
According to China Mobile's February 2022 customer data announcement, in terms of mobile business, the total number of customers has reached 961 million, with a net increase of -629,000 in this month, a cumulative net increase of 3.868 million in this year, and a cumulative net increase of 425 million 5G package users. In terms of wired broadband services, the total number of customers reached 246 million, with a net increase of 1.713 million this month and a cumulative net increase of 5.554 million this year.
In February, China Mobile's mobile subscribers showed negative growth, and the growth rate of wired broadband subscribers slowed down. The number of 5G package subscribers continues to increase significantly, the largest increase and increase among the three major operators in months.
China Telecom reported that the number of mobile subscribers in China Telecom increased by 890,000 in the month, and the number of mobile subscribers accumulated to 376.39 million. Among them, the net increase of 5G package users was 6.08 million, and the number of 5G package users totaled 202.14 million. In terms of wired broadband services, the number of wired broadband subscribers of China Telecom increased by 600,000 in the month, and the cumulative number of wired broadband subscribers was 171.85 million.
According to the report, China Telecom's overall data has slowed down compared with the previous month, while mobile users have achieved positive growth for 24 consecutive months, and the penetration rate of 5G package users among mobile users has reached nearly 54%, which can be said to be the most stable and balanced company among the three major operators.
According to The February 2022 operational data announcement released by China Unicom, as of February 2022, the cumulative number of "Big Connection" users reached 772 million, the cumulative number of 5G package users reached 165 million, and the cumulative number of Internet of Things terminal connections reached 308 million. The number of virtual private network customers in the 5G industry was 1238; the problem resolution rate of smart customer service customers in the month was 97.4%,; and the smart customer service intelligent service accounted for 72.1% in the month. The cumulative number of authorized patents this year was 263.
As China Unicom has changed its new way of playing, it can only be compared with the other two operators in the dimension of 5G package users, compared with last month, China Unicom's 5G package users only added 5 million, far less than China Mobile, compared with January' increase has also declined.
China Unicom optimizes monthly disclosure metrics
Since China Telecom was listed in Hong Kong in 1997, it has been 25 years since the three major operators who have been listed voluntarily disclosed monthly personal user data in accordance with international rules.
China Unicom announced that since February, it will no longer disclose the net increase in users on a monthly basis, but will increase transparency in many 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 industry laws, is more in line with market concerns, and is more conducive to enhancing the value of investors.
According to China Unicom, 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.
The 5G industry virtual private network refers to the high-quality private virtual network that can meet the service and security needs of industry users based on the 5G public network, and is the core carrier that provides differentiated and partially independent network services for industry users. As an important indicator of the "5G Application "Sail" Action Plan (2021-2023)" of the government department, 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.
Smart customer service customer problem resolution rate = evaluation satisfaction / post-service evaluation volume * 100%; smart customer service intelligent service proportion = intelligent service solution volume / total service volume.
China Unicom's new move has made many people "bright-eyed", the traditional monthly data in the "mobile billing users, fixed network broadband users, fixed network local telephone users" hidden behind the scenes, the new "large connection users cumulative arrivals", of which "The cumulative arrival of IoT terminal connections" is listed separately, and the original "cumulative number of 5G package users" continues to be retained.
Whether China Unicom's move will lead to reform measures by the other two operators is still unknown. The only thing that can be determined is that for operators, in the domestic free and fair competitive market pattern, high-quality networks and services will always be the basis for their continuous development.
(C114 Lux)