The three major operators: the penetration rate of 5G package users will exceed 60% in 2022

2023.03.15

The three major operators: the penetration rate of 5G package users will exceed 60% in 2022


On March 13, China Telecom Co., Ltd. and China Mobile Co., Ltd. respectively announced their operations in 2022 and the near future.  By the end of 2022, China Telecom's mobile users will reach 391 million, the penetration rate of 5G package users will reach 68.5%, and the number of wired broadband users will reach 181 million; China Mobile's mobile customers will reach 975 million, and 5G package customers will reach 614 million. Broadband customers reached 272 million.

On March 13, China Telecom Co., Ltd. and China Mobile Co., Ltd. respectively announced their operations in 2022 and the near future.  By the end of 2022, China Telecom's mobile users will reach 391 million, the penetration rate of 5G package users will reach 68.5%, and the number of wired broadband users will reach 181 million; China Mobile's mobile customers will reach 975 million, and 5G package customers will reach 614 million. Broadband customers reached 272 million.


On March 8, China Unicom took the lead in announcing the "2022 Annual Report", detailing its operations in 2022.  It is worth noting that China Telecom and China Mobile will announce their 2022 annual results on March 22 and 23, 2023.

China Telecom: 5G package user penetration rate reaches 68.5%

In 2022, China Telecom will completely, accurately and comprehensively implement the new development concept, practice the mission and responsibility of building a network power and digital China, and maintain network security, seize new opportunities for digital development, fully implement the digital-to-digital strategy, and strive to build service A modern, technology-based, and safety-oriented enterprise, share new achievements in high-quality development with shareholders, customers, and the society.

China Telecom adheres to customer-centricity, seizes the development opportunity of strong growth in new consumer demand, strengthens new supply of digital products, continuously improves service quality, and promotes the steady development of basic businesses. By the end of 2022, China Telecom's mobile users will reach 391 million, 5G The penetration rate of package users reached 68.5%, and the number of wired broadband users reached 181 million.

China Telecom actively grasps the demand for comprehensive information services in the form of economic and social networking, digitalization, and intelligence. Driven by integration of cloud, integration of AI, integration of security, and integration of platforms, China Telecom promotes the rapid development of the second growth curve. The market share of Tianyi Cloud continues to increase and advances. The top three in China's public cloud IaaS and public cloud IaaS+PaaS markets. Emerging businesses such as security, big data, AI, and digital platforms have gradually become new driving forces for industrial digital development.

China Telecom attaches great importance to shareholder returns, actively fulfills its profit distribution commitments, and will declare interim dividends from 2022. Within three years after the issuance and listing of A shares, China Telecom will gradually increase the annual profit distributed in cash to the company's shareholders in that year. More than 70% of the profit will continue to create value for the majority of shareholders.

In 2023, China Telecom will insist on making progress while maintaining stability, with high-quality development as the theme, digital transformation as the main line, reform, opening up and innovation as the driving force, and comprehensively and deeply implement the cloud-to-digital transformation strategy. From January to February, China Telecom's business development The momentum is good, continue to move towards a service-oriented, technology-oriented, and safety-oriented enterprise, and accelerate the construction of a world-class enterprise.

China Mobile: The net increase in the number of mobile customers hit a three-year high

From the perspective of operating conditions, in 2022, the number of mobile customers of China Mobile will reach 975 million, with a net increase of 18.11 million. %. In the household market, China Mobile's wired broadband customers reached 272 million, a net increase of 32.06 million, maintaining its leading position in the industry.

In terms of the government and enterprise market, the ability to achieve leaps and bounds is strong. China Mobile has made new achievements in cloud and 5G dual engines, successfully built demonstration benchmarks such as government affairs cloud and medical cloud, and promoted the realization of comprehensive productization of 5G private network. and many other sub-sectors to achieve industry leadership.

In terms of emerging markets, the Group innovated its layout and achieved rapid growth. China Mobile is committed to providing customers with satisfactory services, and continues to deepen the "three comprehensive" services of all aspects, the whole process, and all employees. The service quality and customer experience have been continuously improved, and the "heart-level service" has won wide acclaim.

In 2023, China Mobile's main operating indicators will perform well. As of January 2023, the company has 976 million mobile customers, including 622 million 5G package customers and 275 million wired broadband customers.

Regarding the implementation of the previous shareholding increase plan, China Mobile stated that its actual controller, China Mobile Communications Group Co., Ltd. (hereinafter referred to as "China Mobile Group") plans to increase its shareholding in the company's RMB ordinary shares (hereinafter referred to as "A shares"). The amount of increased holdings shall not be less than RMB 3 billion and not exceed RMB 5 billion.

As of 2022, China Mobile Group has accumulatively increased its holdings of 26,208,210 A shares of the company, with a cumulative increase of approximately 1.509 billion yuan (excluding commissions and transaction taxes). Next, China Mobile Group will continue to implement the shareholding increase plan in due course according to the company's stock price fluctuations and the overall trend of the capital market.

China Unicom: 5G package user penetration rate reaches 66%

In 2022, China Unicom will lead a new breakthrough in the scale and value of large-scale connections. Mobile billing users will exceed 320 million, and the penetration rate of 5G package users will reach 66%. Achieved positive growth in 2019, and user value further jumped. The number of fixed-line broadband billing users exceeded 100 million, the net increase of users exceeded 8 million for two consecutive years, the integration penetration rate reached 75%, and the integration ARPU exceeded RMB 100 for the first time, further opening up a broad development space for the household market.

The industrial Internet continues to press the fast-forward button. In 2022, the revenue will break through the 70 billion mark for the first time, a year-on-year increase of 29%, achieving both scale and growth. The value of big connections has grown, the number of IoT connections has reached 390 million, and the new market share of 5G connections has reached nearly 70%. It is the first in the industry to realize the "Internet of Things" surpassing the "Internet of People". Big computing has accumulated a lot of momentum, and "Unicom Cloud" continues to double its growth. In 2022, it will achieve revenue of 36.1 billion yuan, a year-on-year growth rate of 121%. The Unicom Cloud 7.0 version was launched to further strengthen the brand image of "Safe Digital Intelligence Cloud". Big data continues to take the lead, achieving revenue of 4 billion yuan, a year-on-year increase of 58%.

Leading large-scale applications. By the end of 2022, China Unicom has created 16,000 large-scale 5G application projects, which have been replicated in 52 major categories of the national economy, built more than 1,600 5G fully connected factories, and created the first brand of "5G+Industrial Internet" , Embark on a new voyage from setting sail to steady rudder travel.

As the first central enterprise to respond to the exploration of reshaping the valuation system, China Unicom's capital market has performed brilliantly, with both volume and price rising, and the stock price has risen by more than 90% from the lowest point. Since November last year, the trading volume in the interval 2 has ranked first in the market . China Unicom actively responds to the reshaping of the valuation system, and will bring good returns to shareholders and the market by continuously improving the company's value.