Operator Finance Wu Bihui/Wen
A few days ago, the three major operators have announced the 2021 performance report, in which in the traditional business of the personal market business development is different, operator finance network tried to analyze.
China Mobile's mobile main business growth rate achieved positive growth
As one of the traditional services, the main business of mobile has always been the basis for the development of the three major operators, and in terms of revenue in 2021, the revenue scale of the three China Mobile is still the largest, and the growth rate has turned negative to positive, achieving positive growth, but china telecom's growth rate is still the fastest, and China Unicom's revenue scale and growth rate have been very close to China Telecom.
The data shows that in 2021, China Mobile's personal market reversed the downward trend of growth and achieved positive growth, with revenue reaching 483.4 billion yuan, an increase of 1.4% year-on-year; China Telecom's mobile communication service revenue was 184.2 billion yuan, an increase of 4.9%; China Unicom's mobile main business income reached 164.1 billion yuan, an increase of 4.8% year-on-year, in fact, China Unicom also began to turn negative and positive in 2020, it seems that last year caught up faster.
The reason for such a result also shows that the three companies have gradually stopped the vicious price war in their personal business.
China Telecom's mobile phone customer net increase scale for four consecutive years in the industry first
According to the data, in 2021, the scale of China Mobile customers has grown across the board, with a net increase of 14.97 million mobile customers to 957 million households; China Telecom mobile users reached 372 million, a net increase of 20.98 million, maintaining the industry leadership for four consecutive years; while the net increase of China Unicom Mobile outgoing users reached 11.3 million, significantly better than the net decrease of 12.66 million in 2020, reaching a total of 317.115 million.
In addition, the number of 5G package customers of the three operators is also different, and China Mobile continues to lead in terms of scale and growth rate.
China Mobile's 5G package customers reached 387 million, a net increase of 222 million, maintaining an industry-leading scale; China Telecom's 5G package customers reached 187.8 million, a net increase of 86.4812 million; China Unicom's 5G package users reached 155 million.
China Mobile's mobile phone users have the highest ARPU but Unicom has the fastest improvement
With the growth of the revenue of the three mobile main businesses, their respective mobile ARPU has also improved.
Among them, China Mobile benefited from the value growth of customer upgrades to 5G and integrated operations, with mobile ARPU of RMB48.8, an increase of 3.0% year-on-year; China Telecom Tianyi Cloud VR, Cloud Games, Ultra HD, Tianyi Cloud Disk and 5G video CRBT and other featured applications developed rapidly, and the value contribution initially appeared, with mobile user ARPU of RMB 45.0, an increase of 2.0% year-on-year; China Unicom Mobile user ARPU reached RMB 43.9, an increase of 4.3% year-on-year.
It can be seen that China Mobile's mobile ARPU is the highest, but China Unicom is the fastest in terms of growth rate. In 2020, China Mobile and China Telecom mobile users ARPU still showed a negative growth trend.
(Editor-in-Charge: Wu Bihui)