"One more day! China Radio and Television's 5G network service will officially meet with you." On June 26, China Radio and Television's 5G official WeChat public account released news.
A number of operator practitioners told the "Securities Daily" reporter that this means that three years after obtaining the 5G license, China Radio and Television's 5G network service will be officially launched on June 27, and China Radio and Television's No. 192 section will be officially released to the public. .Fu Liang, an analyst in the telecommunications industry, told the "Securities Daily" reporter that relevant personnel had previously used the No. 192 segment to test.
On June 8, Gehua Cable, a listed company in the radio and television department, announced on the WeChat public account platform that China Radio and Television will open its 5G reservation business.At that time, the reporter of "Securities Daily" made an appointment according to the relevant prompts. So far, no relevant notice has been received from China Radio and Television and Gehua Cable.
China Radio and Television provoked a price war?
On June 24, a reporter from "Securities Daily" called the 5G customer service number of China Radio and Television. The relevant customer service staff told the reporter that the progress of number allocation still needs to wait for an official notice. At present, the official has not released the specific tariff package, but it has not yet released a specific tariff package, but it has not yet been released. In comparison, "there will definitely be an advantage in tariffs."
Relevant customer service staff of Gehua Cable told reporters that after China Radio and Television 5G is officially released, it will launch preferential activities such as "mobile phone zero yuan purchase", "buy mobile free viewing" and "buy mobile free on-demand".
Previously, photos involving the relevant prices of China Radio and Television Mobile Network products flowed out.Relevant photos show that the tariff package price range of China Radio and Television's single mobile network products and the related business fees outside the package are similar to those of the other three major operators. In 2022, the aforementioned tariff packages will all be sold at 40% off the original price.
Everything seems to be repeating itself.Whether it is the tariff advantages disclosed by the 5G customer service staff of China Radio and Television, or the "zero yuan purchase of mobile phones" mentioned by the customer service staff of Gehua Cable, it does not sound novel.During the long battle for users, China Mobile, China Telecom and China Unicom have successively used various methods to compete for users. There has even been a 9.9 yuan 10GB data package on the market.
Now, will China Radio and Television become a "catfish" that once again provoked a price war?
In Fu Liang's view, in order to win users, China Radio and Television's 5G tariff package will have a certain degree of discount, "may even set the threshold of 5G package very low, such as launching a low-priced package of 10 yuan, etc."He believes that with the entry of the fourth largest operator, the price balance of the original three major operators may loosen.
Another communication operator practitioner told reporters that in the short term, there may be partial price wars in some areas.But in the long run, under the policy of speed-up and fee-reduction, the price of telecom operators' packages has basically reached the "floor price", and the price war is no longer meaningful.
Four major operators share the stock market
According to public information, as early as June 2019, the Ministry of Industry and Information Technology officially issued 5G commercial licenses to China Mobile, China Telecom, China Unicom, and China Radio and Television.In December 2019, the Ministry of Industry and Information Technology assigned the "192" section to China Radio and Television.
Today, the confirmation of the launch time of China Radio and Television's 5G network service also means that it will officially join the battle for 5G users. The original "three-legged" pattern of the three major operators is being broken, and the four operators may gradually form a "four-point world". pattern.
In the past three years that China Radio and Television has missed, the number of 5G users has grown rapidly.According to the data disclosed by the Ministry of Industry and Information Technology, as of the end of May, the total number of mobile phone users of the three major operators reached 1.66 billion, a net increase of 19.66 million over the end of the previous year.Among them, the number of 5G mobile phone users reached 428 million, a net increase of 73.34 million over the end of the previous year, accounting for 25.8% of the mobile phone users and an increase of 4.2% over the end of the previous year.
After missing the three-year development period, how many 5G users will China Radio and Television be able to win?The Galaxy Securities Research Report believes that China Radio and Television is expected to usher in rapid development after the release of 5G commercial accounts, and the number of 5G service users will exceed 10 million, which will promote the recovery of industrial operations.
From the perspective of the above-mentioned practitioners, the current C-end market for communication operators is the stock market. With the entry of China Radio and Television, stock users will flow, and "number portability" will become the norm.While China Radio and Television is striving for new users, it is also worth paying attention to how China Mobile, China Telecom and China Unicom retain old users.
In Fu Liang's view, under the background of the disparity in the number of mobile phone users, it will be difficult for China Radio and Television as the fourth operator to compete with the other three operators in the 5G field. Adjustment, China Radio and Television 5G may also usher in new opportunities in the future.
