China three major telecom operators return to A shares

 ICT industry recovers

According to statistics from the Ministry of Industry and Information Technology, as of October this year, Chinese telecommunications business revenue has achieved a total of 1,225.2 billion yuan, an increase of 8.2% year-on-year, an increase of 5 percentage points from the 3.2% growth rate in the same period last year. Judging from the financial reports of the three major operators in the first three quarters of 2021, China Telecom achieved double-digit growth in revenue and net profit, China Unicom achieved double-digit growth in net profit, and China Mobile continued to maintain total operating revenue and net profit. The first posture.

The Ministry of Industry and Information Technology released three major "14th Five-Year Plan" plans including integration of industrialization and industrialization

On November 30, the Ministry of Industry and Information Technology issued the "Fourteenth Five-Year" Development Plan for the Deep Integration of Informatization and Industrialization, the "Fourteenth Five-Year" Software and Information Technology Service Industry Development Plan, and the "Fourteenth Five-Year Plan for Big Data Industry Development". According to these plans, by 2025, the business revenue of software companies above the designated size in China will exceed 14 trillion yuan, and the estimated scale of the big data industry will exceed 3 trillion yuan.

Ten departments including the Ministry of Industry and Information Technology issued the "5G Application "Sailing" Action Plan"

Ten departments including the Ministry of Industry and Information Technology issued the "5G Application "Sailing" Action Plan" clearly stated that by 2023, my country's 5G application development level will be significantly improved and comprehensive strength will continue to increase. Create a new ecosystem of in-depth integration of information technology, communication technology, and OT operation technology, achieve breakthroughs in the depth and breadth of 5G applications in key areas, build dual pillars of the technology industry and standard systems, further improve basic capabilities such as networks, platforms, and security, and set sail for 5G applications The situation of "long voyage" is gradually taking shape.

Chinese 5G base stations have opened more than 1.3 million 5G terminal users, reaching 497 million

On December 20, the National Industry and Informatization Work Conference were held in Beijing. The meeting pointed out that the high-quality development of the information and communication industry has achieved new results. More than 1.3 million 5G base stations have been built and opened, and 5G terminal users have reached 497 million. The annual task of precise telecommunication fee reduction has been exceeded, and the communication difficulties in poor areas have been solved historically. Data shows that as of the end of October 2021, 5G networks cover all cities and urban areas above the prefecture-level, more than 97% of counties, and 50% of townships and districts in the country, and the number of industry virtual private networks exceeds 2,300.

Gigabit speed

The 2021 "Government Work Report" proposes to increase the construction of 5G networks and gigabit optical networks to enrich application scenarios. Subsequently, the Ministry of Industry and Information Technology officially released the "Dual Gigabit Network Coordinated Development Action Plan (2021-2023)", with the goal of three years to basically build a "dual Gigabit" network infrastructure covering urban areas and qualified townships. The realization of fixed and mobile networks generally has the capability of "Gigabit to the home". Ministry of Industry data show that as of the end of November 2021, fixed broadband Internet access users three basic telecom companies a total of 535 million, of which fixed broadband Internet access and more than 1000M user access rate of up to 33.86 million, the net over the previous year An increase of 27.46 million households.

Strictly prevent "telecom network fraud"

Since the beginning of this year, the Ministry of Industry and Information Technology has intercepted more than 1 billion fraudulent calls and text messages and organized a centralized investigation and disposal of 64.41 million fraudulent high-risk phone cards. We further implemented the real-name system for telephone calls and implemented "secondary real-name authentication" on more than 24.55 million high-risk phone cards. We have continuously strengthened technical defense measures and established a 12381 fraud-related early warning and dissuasion short message system. Together with the public security organs, we have actively discovered 820,000 potential victims, so as to avoid being deceived to the greatest extent possible.

The three major telecom operators return to A-shares

As the game between China and the United States continues, China's three major telecom operators have delisted from the US stock market. China Telecom and China Mobile have successively filed A-share IPO applications. The three major operators gathered in A-shares and set the largest IPO fundraising in the past decade. The return of China Telecom and China Mobile to A shares means that the three major operators have completed their A+H share listing goals, which will help broaden the financing channels of the three major operators and promote their future 5G business deployment. At the same time, leveraging the A-share market, the three major operators will have a more significant role in pulling the radiation of the entire communications industry.

China Radio and Television fully launched

In 2021, China Radio and Television, as the "fourth-largest operator", has achieved outstanding results. China Radio and Television officially launched the 700MHz frequency migration, and the co-construction and sharing work with China Mobile has also entered a substantive stage of operation. It is reported that China Radio and Television and China Mobile plan to jointly build 480,000 5G base stations from 2021 to 2022. It is expected that the deployment of 200,000 base stations will be completed by the end of this year, and another 280,000 base stations will be built in 2022. In addition, China Radio and Television are deploying and advancing the procurement of 5G core network projects and network cloud resource pool equipment to accelerate 5G construction.

Global chip shortage continues

As the heart of a variety of technological products, chips are still in serious shortage this year. The supply chain crisis caused by the lack of core is becoming more and more difficult to control. Goldman Sachs analysts said that the chip shortage has affected 169 industries such as mobile phones, automobiles, home appliances, and medical equipment to some extent. Regarding when the chip crisis will ease, TSMC President Wei Zhejia said that the tight state of chip production capacity will continue until 2022. Intel CEO predicts that the chip shortage will continue until 2023. Qualcomm CEO An Meng believes that the global chip shortage is alleviating. The situation will improve in 2022.

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