Radio and TV into the fourth largest telecom operator in the short term, broadband tariffs are difficult to drop

China Radio and Television is licensed as the fourth largest telecom operator

Radio and TV is the fourth largest telecom operator. In the short term, broadband tariffs are difficult to drop.

"Three-legged" changed to "four-party hegemony" The tariff can be reduced?

China’s fourth-largest operator, which has been rumored to be rumored, was finally released yesterday. The Ministry of Industry and Information Technology announced that it has issued the "Basic Telecommunications Business Operation Permit" to China Radio and Television Network Co., Ltd., and approved its operation of Internet domestic data transmission service and domestic communication facilities service business nationwide. In addition, the announcement also emphasized that the company is allowed to authorize its holding subsidiary, China Cable TV Network Co., Ltd. to operate the above two basic telecommunications businesses nationwide. This also means that China Radio and Television has become China's fourth largest telecommunications operator after China Mobile, China Unicom and China Telecom.

Can you get a license? Provide broadband services and communication facilities services

The reporter found that this time China Radio and Television won not all the basic telecommunications business licenses, but only "internet domestic data transmission services and domestic communication facilities services", namely broadband services and construction, rental and sale of communication facilities. Zeng Jianqiu, a professor at Beijing University of Posts and Telecommunications, said that at present, China Radio and Television has started fixed-line broadband operations. However, since it has not obtained the license of the Ministry of Industry and Information Technology, it is in a reasonable and illegal state. The licensing is actually to rationalize its broadband business. In addition, China Radio and Television has made certain investment in the field of telecommunications infrastructure construction, and will cooperate with the three major operators in infrastructure investment in the future.

When will the mobile communication business be launched? Need to improve the "soft and hard" conditions

"And the other 'domestic communication facilities service business' in the application mainly refers to the construction, rental, and sale of communication facilities, and does not include voice services, so it does not mean that Guangdian Electric will immediately carry out mobile communication services." Zeng Jianqiu said "Overall, the issuance of licenses is an affirmation of China Radio and Television's basic telecommunications business qualifications. As for the operation of mobile communication services, it is necessary to wait for its real technical and regulatory conditions to be step by step." It is pointed out that in the future, China Radio and Television will have a very high possibility of operating mobile communications.

At the awarding ceremony, China Radio and Television Network Co., Ltd. stated that it will speed up the integration of cable TV networks, actively participate in universal services, operate in compliance with laws and regulations, and innovate and transform.

analysis

In the short term, it is difficult to reduce the price of broadband charges.

Can China Radio and Television join the competition in the broadband business, can it break the three-legged situation of China's basic telecom operators? What changes will be made to the competitive landscape of the telecommunications industry?

Li Binhong, vice president of Chongqing Internet Media Association, believes that in the short term, China Radio and Television has a broadband operation license, which is both good and challenging. Because in the existing ordinary users' market, the original three major operators have already occupied the majority of the shares, and the broadcasting and television wants to enter at this moment, the business advantage is not obvious. In addition, there are several private low-cost broadband. Therefore, if broadcasting and television wants to obtain a service network in the public domain, it has no more price reduction than the low prices of other operators.

However, the industry generally believes that the issuance of this license will help break the monopoly of the three major telecom operators on broadband access and other services in the long run, and further improve the domestic telecommunications market. At the same time, according to the “Triple Network Integration Promotion Plan”, it is believed that the Ministry of Industry and Information Technology will approve the operation license for China Radio and Television, and the radio and television department will also speed up the opening of content to the telecom base operators.

The full competition of domestic telecommunications and broadcasting operators will begin, and the people will also benefit from it. Some insiders said that with the advancement of network construction and the gradual improvement of network penetration rate, the three major telecom operators have had a huge impact on traditional cable network operators in the field of IPTV (interactive network TV). In terms of business model, three Large operators have also adopted the "broadband + gift" approach and cable TV competition from the perspective of strategic layout. The number of IPTV users is gradually increasing, and the growth rate is extremely fast.

On the basis of obtaining the "Basic Telecommunications Business License", how can China Radio and Television use the huge TV stock users to divert users from the three major operators through the bundled sales model of cable TV and broadband networks, which is worth looking forward to. "For example, if you used to watch TV or Internet, you have to pay separately. You can only enjoy one business in the future." Zeng Jianqiu said that in the future, the tariff will show a downward trend and the service will be more diversified.

Stock market impact

Cable TV concept stock or take off

After China Radio and Television won its fourth operating license, it will certainly pay attention to the development of new services, and the speed of integration of next-generation broadcast television networks, broadband network construction and the Internet is also expected to accelerate. Related listed companies will benefit from it.

Tianwei Video: Responsible for the construction, operation and maintenance of the cable TV network in Shenzhen, providing cable TV viewing services, TV value-added services and Internet access services.

Gehua Cable: It is mainly responsible for the construction, development, operation management, maintenance of the cable TV network in Beijing and the transfer, transmission and transmission of radio and television programs, and the development of radio and television network information services.

Hubei Radio and Television: Mainly responsible for the investment and operation management of the cable digital TV industry, the development and application of cable digital TV technology, etc. The company plans to raise 1.734 billion yuan for the next-generation broadband two-way broadband transformation project and TV Internet cloud platform construction project.

Dianguang Media: The company currently has 5.5 million wired network users, which has the natural card position advantage of the home cloud network. Through the upgrade and modification of the set-top box, the company will provide more home cloud networking content in the set-top box.

Ji Shi Media: In the past five years, the company has accumulated more than 22.5 million IPTV users. By improving product quality and improving business model, the company's PPV revenue has increased by more than 60%.

Jiangsu Cable: The company is mainly engaged in the construction and operation of broadcasting and television networks, the development and operation of radio and television program transmission, data broadband services and digital TV value-added services. As of December 31, 2014, the number of company users reached 17.72 million, of which direct users 748 Ten thousand, indirect users are 10.24 million.

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