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中國(guó)電信企業(yè)感受競(jìng)爭(zhēng)及成本之痛(雙語(yǔ))

來源: 華爾街日?qǐng)?bào) Lorraine Luk 編輯: 2009/10/21 09:22:24  字體:

  由于成本上升、競(jìng)爭(zhēng)加劇,中國(guó)規(guī)模數(shù)一數(shù)二的兩家電信運(yùn)營(yíng)商在過去的9個(gè)月里依舊處于壓力之下。

  隨著競(jìng)爭(zhēng)日益激烈,中國(guó)移動(dòng)在1至9月份期間經(jīng)歷了利潤(rùn)增長(zhǎng)放緩;而其競(jìng)爭(zhēng)對(duì)手中國(guó)電信則說,由于營(yíng)銷支出增加,該公司同期凈利潤(rùn)下滑34%.

  政府1月份向3家全國(guó)性電信服務(wù)提供商分別發(fā)放了3G牌照,中國(guó)主要電信運(yùn)營(yíng)商面臨的競(jìng)爭(zhēng)在不斷加劇。此后,這些企業(yè)都在努力用更低的費(fèi)率和更高的手機(jī)補(bǔ)貼來擴(kuò)大新的3G服務(wù)。

  分析人士說,由于來自中國(guó)聯(lián)通和中國(guó)電信的競(jìng)爭(zhēng)加劇,中國(guó)移動(dòng)的收益將繼續(xù)受到每用戶平均收入的下滑和手機(jī)補(bǔ)貼上升的壓力。

  按用戶數(shù)量計(jì)算,中國(guó)移動(dòng)是世界上最大的移動(dòng)運(yùn)營(yíng)商。該公司公布,在截至9月30日的9個(gè)月中,凈利潤(rùn)為人民幣839.4億元(合123.1億美元),較去年同期的人民幣824.2億元增長(zhǎng)1.8%.

  今年前9個(gè)月,中國(guó)移動(dòng)的用戶數(shù)量增加5112萬(wàn)人,收入從人民幣3001.2億元增長(zhǎng)至3269.8億元,增幅8.9%.

  今年前9個(gè)月,中國(guó)移動(dòng)的每用戶平均收入從去年同期的人民幣83元降至75元,原因是手機(jī)費(fèi)率的下降、農(nóng)村市場(chǎng)用戶的增多。每用戶平均收入是一個(gè)重要的行業(yè)指標(biāo),可以用來測(cè)定電信運(yùn)營(yíng)商的長(zhǎng)期增長(zhǎng)情況。

  與此同時(shí),中國(guó)電信周二說,1至9月份,盡管收入從去年同期的人民幣1341.7億元增長(zhǎng)至1547.5億元,增幅15%,凈利潤(rùn)卻從人民幣172.3億元下滑至113.9億元。

  中國(guó)電信說,不得不增加支出以吸引消費(fèi)者來使用該公司剛剛從中國(guó)聯(lián)通收購(gòu)的移動(dòng)業(yè)務(wù)。

  中國(guó)電信的固定電話用戶數(shù)量在今年前6個(gè)月下降899萬(wàn)之后,在截至9月份的3個(gè)月中,又減少497萬(wàn),至1.9439億。

  中國(guó)電信說,用戶的持續(xù)減少主要是由于競(jìng)爭(zhēng)加劇。

  按用戶數(shù)量計(jì)算,中國(guó)電信是中國(guó)最大的固定電話營(yíng)運(yùn)商。作為政府下令實(shí)施的行業(yè)重組計(jì)劃的一部分,該公司去年10月收購(gòu)了中國(guó)聯(lián)通的業(yè)務(wù),之后進(jìn)入了移動(dòng)服務(wù)市場(chǎng)。

  中國(guó)電信一直在努力改善其移動(dòng)業(yè)務(wù),向消費(fèi)者提供更好的網(wǎng)絡(luò)覆蓋和更多的手機(jī)款式。

  中國(guó)移動(dòng)和中國(guó)電信周二均未單獨(dú)披露三季度業(yè)績(jī)。

  Two of China's largest telecom operators have remained under pressure in the past nine months due to increased costs and competition.

  China Mobile Ltd. experienced a slowdown in profit growth for the January to September period as competition intensified, while rival China Telecom Corp. said its net profit in the same period fell 34% due to a rise in marketing expenses.

  Competition is intensifying for China's major telecommunications operators as the government granted three third-generation mobile licenses to three nationwide providers in January. Since then, all of them have been striving to ramp up their new 3G services with lower tariffs and rising handset subsidies.

  Analysts say China Mobile's earnings will continue to be pressured by falling average revenue per user and growing handset subsidies due to increasing competition from China Unicom (Hong Kong) Ltd. and China Telecom.

  China Mobile, the world's largest mobile carrier by subscribers, posted a net profit of 83.94 billion yuan (US$12.31 billion) in the nine months ended Sept. 30, up 1.8% from 82.42 billion yuan a year earlier. (See related story on M12.)

  Revenue rose 8.9% to 326.98 billion yuan from 300.12 billion yuan after it added 51.12 million subscribers during the nine months.

  Its ARPU ——a key industry gauge to determine long-term growth for telecom operators —— fell to 75 yuan in the first nine months of the year from 83 yuan a year earlier due to a drop in mobile tariffs and a rise in the number of subscribers from rural markets.

  Meanwhile, China Telecom said Tuesday its January to September net profit fell to 11.39 billion yuan from 17.23 billion yuan a year earlier despite a 15% increase in revenue to 154.75 billion yuan from 134.17 billion yuan.

  The company said it had to spend more to lure customers to its newly acquired mobile business from China Unicom.

  China Telecom's fixed-line subscribers fell 4.97 million in the three months ended September to 194.39 million, after falling 8.99 million in the first six months.

  The company said the continued decline in users was mainly due to increased competition.

  China Telecom, China's largest fixed-line operator by subscribers, entered the mobile-services market after it purchased operations from China Unicom in October last year as part of a government-mandated industry restructuring.

  China Telecom has been striving to improve its mobile business with better network coverage and more handset models for consumers.

  Both China Mobile and China Telecom didn't disclose third-quarter results separately Tuesday.

責(zé)任編輯:vivien
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