Telecom operators no longer dividend profit margins are Tencent catch up

always like riding a boat behind.

in March 19, 2014 and 20, China Unicom, China Telecom and China Mobile have announced the 2013 results, the three operators have varying degrees of revenue growth, but profit is Rainbow Night.

in the 3G market peak year, Chinese Unicom achieved operating income of 295 billion 40 million yuan, an increase of 18.5%, net profit of 10 billion 410 million yuan, an increase of 46.7%; the China Telecom also achieved revenues of 321 billion 584 million yuan, an increase of 13.6%; net profit of 17 billion 545 million yuan, an increase of 17.4%; in the China Mobile revenue 630 billion 200 million yuan, an increase of 8.3% at the same time, only to achieve a net profit of 121 billion 700 million yuan, down 5.9%.

it is worth noting that, even if the three operators in the highest profit margins in the mobile, profit margins have been lower than Tencent. Although Tencent in recent years, profit margins are also down, in 2011 was 35.81% in 2012 to 29.01% in 2013 was $25.65%, but still higher than the mobile in the 19.3%.

in 2014, with the scale of 4G commercial, replacing business tax with value-added tax(VAT) implementation, xiehaozhuanwang, expand the scope of adjustment, the interconnection of virtual operators curtain, intelligent terminal, wireless broadband, cloud computing for the further development of mobile Internet features, and more policy and situation changes, market structure and performance of the communications operators will the emergence of new changes.

below is some of the earnings data:

1, China Mobile in the business, in order to support the development of the market to further promote the stock business, high-end customers to maintain stability, the total number of customers reached 767 million, a solid customer base advantage; 3G net increase of 104 million customers, market share steadily. 2013, China Mobile traffic results significantly, strong traffic growth, wireless Internet business revenue accounted for 18.3% of the proportion of communications services revenue, becoming the main driver of revenue growth. Group customer management to make progress, the business maintained a good momentum of growth, the group reached 1 million 340 thousand lines, group customer communications and information technology revenue growth of more than 31%.

2, China Unicom has become the main source of growth in 3G, 3G revenue reached $89 billion 797 million an increase of 50.2%, pulling service revenue growth of 14.3pp, while the overall service revenue growth of only $13.5%. When mobile calls grew by 15.1% lower than the growth of users, 3G mobile phone users average monthly traffic increased by by 185.6M. The overall mobile ARPU value 48.2 yuan increase, which dropped to 75.1 yuan 3G, 3G mobile phone subsidies accounted for 8.7% of service revenue fell 1.5pp.

The number of mobile users of

3, the China Telecom in 2013 reached 186 million, a net increase of 24 million 960 thousand, an increase of 15.5%. Among them, the number of 3G users 1>

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