China Mobile, China Telecom and China Unicom released their 2020 financial reports. What information did they reveal?

It is revealed that the income of the three major operators has declined, and the construction cost of 5G networks is high. According to media reports, the financial reports of the three major operators have been published, and China Mobile has far surpassed the other two in both revenue and profit scale. Last year, China Mobile achieved a revenue of more than 760 billion yuan and a profit of about 1000 billion yuan, with an increase of only 1%. Some analysts pointed out that in recent years, the profit growth of operators has been slow, mainly because the construction of 5G concentration is super strong, which has led to a great increase in operators' costs, while the related 5G network revenue is very small, and the public's demand for 5G network packages is not high enough.

Specifically, the broadband business of mobile companies has grown rapidly to 17%, achieving revenue of about 80 billion. In addition, the income from information services has also increased by more than 22%. Except for the slow growth of traditional communication services, the growth rate of other services is still obvious. In terms of cost, the investment in 5G network alone spent 1000 billion last year, and more than 300,000 communication base stations were opened. Domestic prefecture-level cities have completed the coverage of 5G networks.

However, considering that the proportion of users who handle the 5G mobile phone package is still low, and the cost of base station construction and maintenance is still high in the short term, operators including China Telecom and China Unicom may face the risk of falling profits in the next few years.

Information:

By the end of 65438+ in February 2020, the number of mobile home broadband customers in China had reached 65438+92 million, with a net increase of 20 1.3 million. Among them,? Magic lily? The number of users reached 1.4 1 100 million, and the penetration rate reached 73.3%. Thanks to the upgrade of bandwidth and the integration of value-added applications, the comprehensive ARPU of home broadband reached 37.7 yuan, a year-on-year increase of 6.9%.

In 2020, the number of government and enterprise customers of China Mobile will reach13.84 million, with a net increase of 3.56 million. The revenue of the dedicated line reached 24 billion yuan, a year-on-year increase of19.3%; DICT revenue reached 43.5 billion yuan, up 66.5% year-on-year, and its incremental contribution to communication service revenue reached 2.6 percentage points. Among them, mobile cloud revenue reached 9.2 billion yuan, a year-on-year increase of 353.8%.