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INDUSTRY DYNAMICS

China Radio and Television is the fourth largest operator, i


With the release of the latest basic telecommunications business license, China has added a large number of basic telecom operators.
China Radio and Television Network Co., Ltd. (hereinafter referred to as "China Radio and Television"), which was born with the mission of "three networks integration", was granted the "Basic Telecommunications Business License" yesterday, and was approved to operate the Internet domestic data transmission service nationwide. Communication facilities service business.
Although the "licensing" in the long run will help break the monopoly of the three major telecom operators on broadband access and other services, and further improve the domestic telecom market structure, some experts who are interviewed by the "First Financial Daily" are not I agree with the concept of “the fourth largest operator” and said that I am not optimistic about the prospects for competition.
Many industry insiders said that the main significance of China Radio and Television's license for basic telecommunications business is that China's "three networks integration" (ie, telecommunications network, radio and television network, Internet three networks interconnection) strategy has made substantial progress.
Be the fourth largest operator?
According to the official website of the Ministry of Industry and Information Technology, the Ministry of Industry and Information Technology approved China Radio and Television on the 5th to carry out Internet domestic data transmission services and domestic communication facilities services, and allowed its holding subsidiary China Cable TV Network Co., Ltd. to carry out the above-mentioned business nationwide.
China Radio and Television was incorporated on April 17, 2014 with a registered capital of 4.5 billion yuan. It is a wholly state-owned enterprise funded by the State Council. Its business scope includes the planning, construction, operation and maintenance of cable television networks. On May 28, 2014, China Radio and Television was officially listed in Beijing.
In fact, as early as 2010, when the State Council issued the "Overall Plan to Promote the Integration of the Three Networks," the plan for the establishment of China Radio and Television was proposed. China Radio and Television has taken on the mission of breaking the regional barrier and building a national cable TV network.
After getting the basic telecommunications business license, many people believe that China Radio and Television has become China's fourth basic telecommunications operator (the other three are China Mobile, China Telecom and China Unicom). However, many telecom industry experts do not agree with this view.
"In a strict sense, it is difficult to say that China Radio and Television is a basic telecommunications operator. It is only allowed to carry out some basic telecommunications services. Before that, China Communications and Communications Information Center also obtained the basic telecommunications business license. The basic telecommunications business is not only the three major. Operators can carry out." Telecom expert Fu Liang said in an interview with the "First Financial Daily" reporter that the three basic telecom operators not only carry out fixed network services, but more importantly, carry out wireless services.
According to the regulations on telecommunications regulations, telecommunication services are divided into basic telecommunication services and value-added telecommunication services. The former refers to services that provide public network infrastructure, public data transmission and basic voice communication services, including the “internal domestic data transmission service” approved by China Radio and Television. ".
Zeng Jianqiu, a professor at Beijing University of Posts and Telecommunications, said that “Internet domestic data transmission service” is essentially a fixed-line broadband service. In terms of fixed network, China Radio and Television Corporation level has already carried out telecom services such as broadband access before obtaining a license, which is equivalent to formal “legalization”.
Another "domestic communication facilities service business" approved by China Radio and Television is mainly to build, lease, and sell communication facilities, and does not include voice services. Therefore, it does not mean that China Guangdian Electric will immediately launch mobile communication services.
Although China Radio and Television actually controls the 700 MHz frequency that telecom operators are jealous (operators with this frequency can achieve coverage with a lower number of base stations, which means that the construction network input costs are reduced and the speed increases), but China Radio and Television No mobile basic communication service license was obtained.
"Guangzhou Radio will not apply for these (mobile communication services) licenses for the time being, but will it enter during the 5G licensing? There is a certain possibility." Fu Liang said.
Therefore, the “turning positive” of China Radio and Television has not had a big impact on the industry pattern, and many people in the industry are not optimistic about its prospects of entering the telecommunications industry.
"We know that today's technology has entered the era of all-optical networks (that is, the network transmission and exchange processes are all realized through optical fibers), and the telecommunications industry has already carried out the transformation of all-optical networks nationwide, which far exceeds the capabilities of coaxial cables. "Telecom expert Xiang Ligang said, "The radio and television industry needs to carry out the light reform, it still needs big money, there is not enough money, this technology has fallen behind."
"Triple network integration" speed
"Now it is necessary to enter the telecommunications market where the three major operators compete fiercely. It (China Radio and Television) may have neither interest nor ability." Fu Liang told reporters.
Since China Radio and Television may not immediately compete with the three major operators immediately, what is the significance of getting the basic telecommunications license?
In fact, China Radio and Television’s primary appeal is to achieve “a national network” as soon as possible. China Radio and Television was officially listed two years ago. However, it is not easy to integrate a group of TV stations and networks with complex capital background. At present, there are at least 300 municipal cable TV network companies and more than 3,000 county-level companies operating independently. And some of these independent companies have already gone public, and the complexity of the capital background adds to the difficulty of integration.
"How these (television stations, networks) are integrated into radio and television, and it is necessary to do a lot of work to achieve "full network" in content transmission." Fu Liang said.
And the greater meaning may need to jump out of the telecommunications industry. China Radio and Television is a national cable TV network company born under the background of "three networks integration". The acquisition of the basic telecommunications business license means that the country's "three networks integration" strategy has made important progress.
"Triple network integration" refers to the "interconnection, resource sharing" of telecommunication networks, radio and television networks, and the Internet, providing users with a variety of services such as voice, data, and radio and television, and achieving similar "mobile phones, watching TV, surfing the Internet," and "television playing." Cross-screen linkage of telephone, Internet, computer call, and TV.
Although the country started the work of “triple play” as early as around 2010, breaking the gap between departments and industries is not a one-time move. In August last year, the State Council once again issued the "Triple Network Integration Promotion Program" (hereinafter referred to as "the program"), and this year issued the "Notice on the comprehensive promotion of the integration of the three networks in the country."
In the "three networks integration", broadcasting and telecommunications "two-way access" is crucial. The plan shows that the State Council requires the “two-way entry” licensing declaration and approval work in accordance with the principle of “mature one, one license”, which includes both radio and television enterprises entering the telecommunications field and telecom enterprises entering the field of radio and television.
The industry generally believes that while the Ministry of Industry and Information Technology approves the operating license for China Radio and Television, the radio and television department will also speed up the opening of content to telecommunications infrastructure operators. The full competition of domestic telecommunications and broadcasting operators will begin, and the people will also benefit from it. "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.
In addition, this year, in the "two-way access" work, in addition to the iconic action of China Radio and Television into the fixed-network basic telecommunications business, the three major telecom operators will also apply for interactive Internet TV (IPTV) services throughout the country. The General Administration accepts and approves.
According to some insiders, it is not only the Chinese radio and television industry to enter the telecom industry as the pressure on the three major operators. On the other hand, the three major operators have plans to “divide a TV” and compete with China Radio and Television for the market.