China Mobile a huge sum of money dilatation G network plans to cause the strong response in the industry. " father of China TD " Li ShiHe calls upon recently, still costs several numerous more than one hundred billion yuan to extend 2G network instead of now, not so good as taking this sum of money to build 3G network. In fact, by May of this year, China Mobile's group and tries investing 14,200 million yuan together commercially for TD technical test. Why China Mobile in so stingy at TD put into, spare no high price, break to already complete the intersection of 2G and network originally? Insider think the intersection of China Mobile and this measure may be said one arrow 3 carve.

Seize user resources

It has been already very complete that China's moving G network covered, according to convention, do not need such big own handwriting at all. China Mobile has over 300,000 base stations at present, cover 99% of the areas in China, the number of users has exceeded 400 million. The hegemony of China Mobile on 2G market is unshakable.

Even so, China Mobile has not relaxed 2G expanding paces at all, hope to occupy more market share. According to schedule, China Mobile will invest 100 billion this year, will increase the carrier frequency of 2G one time of networks. Can clear away the urban blind angle to do it in this way on one hand, on the other hand can also open up the rural market. China Mobile will obtain users and increase the advantage brought.

Through carrying on dilatation to G network, China Mobile can further seize the rural market. The rural market has already become China Mobile's newly-increased customer's important source and important motive force that the income increases. In first quarter of this year, China's moving average has a net increase of users per month and is close to 7,500,000, more monthly than the whole year of last year to have a net increase of 5,680,000 to increase by 33.9%. China move powerful growth deeply cut rural market to be inseparable continuously.

The lasting expansion of the rural market, will make the multi-user centralized to China Mobile. The urban mobile subscriber's popularity is very high at present, the users of rural area will become the key field that the operator fights for. Lyons securities think China Mobile has obvious advantages on the rural market, its occupation rate reaches 80%. The trend that the cellular telephone of rural market substitutes the fixed net is obvious, it is very favorable to increase to China's moving profit.

There can not be in China Mobile, raise the new entrant and difficulty of managing mobile service of weak enterprise. Wang JianZhou, Chairman of China Mobile, once showed, among them when national champion machine users were up to 800 million, China Mobile's market will prone to the saturation. As the mobile subscriber increases and approaches the ceiling, the development space that the market leaves to the new entrant has not been already big.

Support TD to develop

Because of having China's most complete GSM networks, China Mobile is in very initiative position in 3G construction. Even if China Mobile only gets TD license plate, continue improving GSM network, can offer the good 2G network foundation for TD development. By the look of technology, the all right TD network to 3G of staging of GSM network.

China moving 2G expands to do the business to store for 3G, even if future is appointed to have TD rule, the cluster of its customer that accumulates at 2G age can be changed into TD network users at once too. China Mobile occupies the Chinese cellphone subscriber 70%, has exceeded 40% to advanced user's recoverable amount. The bulky user's foundation offers the guarantee for development of user of TD.

Meanwhile, the profit from GSM business can offer essential financial support for TD networking. The yearbook reveals, the net profit of those years of China Mobile is up to 87,100 million yuan in 2007. In first quarter of this year, China Mobile's net profit is up to 24,102 million yuan. Strong profit ability and plentiful fund can support TD network construction.

Certainly, to China Mobile, it is the act forced to undertake the construction of TD network. TD development is regarded as " The national strategy " ,Have very strong national wills, China's moving behavior can be influenced by national mandatory guide. China Mobile proceeds from one's own interests, carry on games between G network and TD network at present.

According to news, China Mobile has already submitted TD two plans of networking to industry and informationization department, the second stage of plan TD is covered while networking with all provincial capitals and cities under direct planning by the state of drib in China, but does not exceed 30 cities. 8 large city cost, estimate the second stage of expense that network under 40 billion by 21 billion more than according to network while being the first stage of, it is far unable to compare with the scale of the dilatation G network.

In order to choose WCDMA to do spade work

China Mobile originally has no interest to TD, but under the pressure of " parents " The requirement, have to do. 100 billion dilatation G network of China Mobile, whether show its confidence or deficiency to TD. A good all the time one of China Mobile is WCDMA, and GSM network staging is the current 3G scheme in the world to WCDMA.

Report that three electricity consult think China Mobile above-mentioned act increase oneself deal in threshold of TD undoubtedly. User quantity continues heightening, China Mobile can rely on one's own fund and user's scale, and then force the king to abdicate in the government through users, give up TD a few years later, get on horse overnight WCDMA technology of one's own heart appearance is not late too.

Analyze that is thought before this, the gradual progress tactics that China Mobile may adopt are: GSM GPRS EDGE WCDMA. And China Mobile has already reached the present network staging EDGE network relative to GPRS3-4 one time of speeds in a lot of areas. In 2007, China Mobile carried on the investment of 35 billion yuan from EDGE in the staging.

TD becomes a trump which strives for the support policy in the hand of China Mobile. The analyst think, if unable turned down TD this " burden " ,China Mobile hopes WCDMA mix the network connection with TD. It adopt TD TDD technological for way,can network connections single,be be be be too can last network connection of mutual-complementary type as WCDMA.

Time is most valuable for several big operators, unlike this, some operators expand the domain while recombinating mistiming, some operators can only worry, it is difficult to have the movements of essentiality. According to subscriber data in June, China Mobile increases 7,550,000 users newly during this period, and CDMA number of users has only increased by 16,000, develop the stagnant situation to worsen.

China Mobile utilizes recombinating mistiming to take user resources; CHINAUNICOM and China Netcom devote more efforts to trussing up the marketing; But China Telecom falls into cannot help but waiting is hit. It is the most influential that China Telecom is recombinated, not merely user run off the fixed telephone continuously, and CDMA network users face running off. Under the pattern aggravated in unbalance of market, the weak operator already further baffled because of recombinating develops more extremely difficultly.

China moves and seizes the chance to ride on a horse to enclose

When other three operators are busy with integration, China Mobile accelerates grabing users' rhythm. According to the operation data announced newly, up to June, the total number of Chinese mobile subscribers reaches 415 million. Customer increase 45,250,000 only totally 08 year, only increase by 7,540,000 every month while being average. Develop according to such a speed, the development space of the users of other operators will only be smaller and smaller.

According to a short time, China's moving tactics are to continue expanding user's scale. Recently, the media reports China Mobile plans to invest 100 billion to optimize 2G network, the means to understand in order to expand market share in the industry. While clearing away the urban blind angle, China Mobile is opening up the rural market in a more cost-effective manner too. The securities of Lyons think, China Mobile has obvious advantages on the rural market, its occupation rate is up to 80%. The trend that the cellular telephone of rural market substitutes the fixed net is obvious, it is very favorable to increase to China's moving profit.

The insider thinks, China Mobile has occupied the share of the mobile subscriber market 70%, market share above the increment market 87%. Moreover, just as a famous telecommunication advisory organization pointed out, there can not be in China Mobile, raise the new entrant and difficulty of managing mobile service of weak enterprise. The present rival of China Mobile is it besides supervision.

Moreover, China Mobile relies on its fund, cost co dominant to expand in a plurality of fields. China Mobile pushes the family planning on domestic consumer's market, with China Telecom " my e family " Form direct competition; China Mobile begins to try in Shanghai and other places " The wireless city " Construction, " fight at close quarters " with the broadband development tactics of China Telecom . China Mobile still came out top, its formative competitive edge can be duplicated in a short time by new UNICOM and new telecommunication.

New UNICOM robs the hilltop desperately

Though CHINAUNICOM pesters in network integration, after C network develops to basically give up, can well rise and sell to launch uniting marketing with China Netcom. In order to occupy a tiny space in the future competition, another hand of CHINAUNICOM is not unoccupied. Though CHINAUNICOM and China Netcom should hold each shareholders' general meetings to realize amalgamation on about September 16, but both sides' regional branch company has been already development action of essentiality.

Open as the example with the North one province UNICOM and network, both sides have already united marketing spontaneously. The concrete action is mainly as follows, confirm that acts for the other side's business each other, enter the other side's main Business Hall and handle the business, develop business and launch the work that air shower's users transfer to UNICOM G network number progressively. Meanwhile, resources such as the marketing, network of both sides,etc. are utilized each other, share resources such as their own group, network,etc., carry on speech business and individual line cooperation, develop the fixed net and move the group customer that trussed up.

The real integration of CHINAUNICOM and China Netcom also takes some time, but in some areas, both sides have already launched the business cooperation of essentiality extremely anxiously, make war to rival jointly. Before this, in Ziyang of Sichuan, the network open UNICOM takes down the communication cooperative agreements of Sichuan space division group jointly, this is after claiming to recombinate, the largest customer that two operators cooperated in capturing within the range of China. News claims, Chongqing UNICOM Branch has already jointly launched promoting with the open branch company of Chongqing net summer vacation time.

An open personage of network says frankly, the fixed net is that users truss up with moving the maximum advantage of merging, merge what is result, it stresses the intersection of user and new UNICOM in afterwards to be favorable as soon as possible. No doubt, before recombinating and finishing, strove for more users, came tangibly more than any other things.

China telecommunication helpless user runs off

China Telecom " Incorporate into own forces " The work of UNICOM CDMA network is going on in full preparation, but the insider is anxious, " during CDMA network delivery is exactly the blank period that CDMA net propagates, long the blank one is, the customer's loss serious will " . China Telecom should accelerate CDMA net's purchasing the process.

Such worry is reasonable. Data display, up to June, the number of users of the local telephone of China Telecom is 214,890,000, it has already lasted 11 months to run off users. Have already run off 5,440,000 in the first 6 months of 2008. Haitong Securities releases the report and claims, though China Telecom has planned to make the number of users of C network close to 100 million in the past two years, but before C network is transferred in the hands of China Telecom formally, the growth of the number of users of C network allows of no optimist.

In fact, it is very difficult for China Telecom to put out CDMA network marketing policy including new business, new expenses, new set menu, been already in unfavorable status in users developed. As centralized to one of China Mobile that the mobile subscriber continues, the development space left to the latecomer has not been already big, develop cost that users will pay at double.

Obviously, the joining of China Telecom, can change CDMA current situation of the development, and China Telecom can take this opportunity to emerge. However, to China Telecom, the most important thing is to try hard to shorten and recombinate time. Time is the money. Though the reserve already in carrying on CDMA of China Telecom, it is the longer to recombinate the interval, developing the pressure will be strengthened, it will be smaller and smaller to develop the leeway.

China Mobile a huge sum of money dilatation G network plans to cause the strong response in the industry. " father of China TD " Li ShiHe calls upon recently, still costs several numerous more than one hundred billion yuan to extend 2G network instead of now, not so good as taking this sum of money to build 3G network. In fact, by May of this year, China Mobile's group and tries investing 14,200 million yuan together commercially for TD technical test. Why China Mobile in so stingy at TD put into, spare no high price, break to already complete the intersection of 2G and network originally? Insider think the intersection of China Mobile and this measure may be said one arrow 3 carve.

Seize user resources

It has been already very complete that China's moving G network covered, according to convention, do not need such big own handwriting at all. China Mobile has over 300,000 base stations at present, cover 99% of the areas in China, the number of users has exceeded 400 million. The hegemony of China Mobile on 2G market is unshakable.

Even so, China Mobile has not relaxed 2G expanding paces at all, hope to occupy more market share. According to schedule, China Mobile will invest 100 billion this year, will increase the carrier frequency of 2G one time of networks. Can clear away the urban blind angle to do it in this way on one hand, on the other hand can also open up the rural market. China Mobile will obtain users and increase the advantage brought.

Through carrying on dilatation to G network, China Mobile can further seize the rural market. The rural market has already become China Mobile's newly-increased customer's important source and important motive force that the income increases. In first quarter of this year, China's moving average has a net increase of users per month and is close to 7,500,000, more monthly than the whole year of last year to have a net increase of 5,680,000 to increase by 33.9%. China move powerful growth deeply cut rural market to be inseparable continuously.

The lasting expansion of the rural market, will make the multi-user centralized to China Mobile. The urban mobile subscriber's popularity is very high at present, the users of rural area will become the key field that the operator fights for. Lyons securities think China Mobile has obvious advantages on the rural market, its occupation rate reaches 80%. The trend that the cellular telephone of rural market substitutes the fixed net is obvious, it is very favorable to increase to China's moving profit.

There can not be in China Mobile, raise the new entrant and difficulty of managing mobile service of weak enterprise. Wang JianZhou, Chairman of China Mobile, once showed, among them when national champion machine users were up to 800 million, China Mobile's market will prone to the saturation. As the mobile subscriber increases and approaches the ceiling, the development space that the market leaves to the new entrant has not been already big.

Support TD to develop

Because of having China's most complete GSM networks, China Mobile is in very initiative position in 3G construction. Even if China Mobile only gets TD license plate, continue improving GSM network, can offer the good 2G network foundation for TD development. By the look of technology, the all right TD network to 3G of staging of GSM network.

China moving 2G expands to do the business to store for 3G, even if future is appointed to have TD rule, the cluster of its customer that accumulates at 2G age can be changed into TD network users at once too. China Mobile occupies the Chinese cellphone subscriber 70%, has exceeded 40% to advanced user's recoverable amount. The bulky user's foundation offers the guarantee for development of user of TD.

Meanwhile, the profit from GSM business can offer essential financial support for TD networking. The yearbook reveals, the net profit of those years of China Mobile is up to 87,100 million yuan in 2007. In first quarter of this year, China Mobile's net profit is up to 24,102 million yuan. Strong profit ability and plentiful fund can support TD network construction.

Certainly, to China Mobile, it is the act forced to undertake the construction of TD network. TD development is regarded as " The national strategy " ,Have very strong national wills, China's moving behavior can be influenced by national mandatory guide. China Mobile proceeds from one's own interests, carry on games between G network and TD network at present.

According to news, China Mobile has already submitted TD two plans of networking to industry and informationization department, the second stage of plan TD is covered while networking with all provincial capitals and cities under direct planning by the state of drib in China, but does not exceed 30 cities. 8 large city cost, estimate the second stage of expense that network under 40 billion by 21 billion more than according to network while being the first stage of, it is far unable to compare with the scale of the dilatation G network.

In order to choose WCDMA to do spade work

China Mobile originally has no interest to TD, but under the pressure of " parents " The requirement, have to do. 100 billion dilatation G network of China Mobile, whether show its confidence or deficiency to TD. A good all the time one of China Mobile is WCDMA, and GSM network staging is the current 3G scheme in the world to WCDMA.

Report that three electricity consult think China Mobile above-mentioned act increase oneself deal in threshold of TD undoubtedly. User quantity continues heightening, China Mobile can rely on one's own fund and user's scale, and then force the king to abdicate in the government through users, give up TD a few years later, get on horse overnight WCDMA technology of one's own heart appearance is not late too.

Analyze that is thought before this, the gradual progress tactics that China Mobile may adopt are: GSM GPRS EDGE WCDMA. And China Mobile has already reached the present network staging EDGE network relative to GPRS3-4 one time of speeds in a lot of areas. In 2007, China Mobile carried on the investment of 35 billion yuan from EDGE in the staging.

TD becomes a trump which strives for the support policy in the hand of China Mobile. The analyst think, if unable turned down TD this " burden " ,China Mobile hopes WCDMA mix the network connection with TD. It adopt TD TDD technological for way,can network connections single,be be be be too can last network connection of mutual-complementary type as WCDMA.

The news on July 11, reporter learns from Motorola insider " China's communication ", Motorola, until August introduce pairs of the intersection of G and pair, treat mobile phone, mainly against move the intersection of G and network and connect user, network of G. This insider shows, the approval on the senior level that CHINAUNICOM has been correlated with China Mobile already of this kind of mobile phone.

It is reported, because strategy has been to value C more than G all the time before this of CHINAUNICOM, so after selling C network business, how fast to further in the intersection of G and the intersection of network and market and distance of China Mobile, become new key work of UNICOM. The reporter learns from UNICOM insider, UNICOM will customize G network mobile phone on a large scale in the second half year, including G cell-phone of the high side dual,etc., in order to maintain the old users of G network, develop new users.

And the intersection of China Mobile and respect, begin, wait for at the Mobile launching cooperation in pairs of the intersection of G and pair with Haier, the intersection of space and the intersection of dragon, Lenovo,etc. and three Chinese enterprise as far back as 2006. But because the intersection of market and propaganda strength insufficient forming scale by user's needs, lack the involvement of the foreign known enterprise at the same time, dual G cell-phones of market in China have not ignited.

The relevant personage of China Mobile shows, moving advanced users expect to use the international big brand mobile phone which reflects their identities even more. And the joining of Motorola, certainly will bring to dual G cell-phones of market and touch with strength.

In addition China Mobile personage think pairs of G, TD/GSM bimodulus appearance of mobile phone can " take the net switching of No. " also It is the lowest that the impact on number of users will be expired by.

It is reported dual G cell-phone at the market can merge two the intersection of GSM and system at present, have pairs of GSM block in the collinear function at the same time, the mutual interference problem of radio frequency, software while solving two sets of GSM systematic simultaneous working coordinate the working problem, power management collision problem, power consumption problem etc. each other, can give users a brand-new experience.

Have news claim Long, Hisense, the intersection of space and the intersection of dragon,etc. and the intersection of mobile phone and manufacturer take advantage of recombination east wind too day before this, strengthen to dual G cell-phone of research and developments and produce.

The news on July 11, reporter learns from Motorola insider " China's communication ", Motorola, until August introduce pairs of the intersection of G and pair, treat mobile phone, mainly against move the intersection of G and network and connect user, network of G. This insider shows, the approval on the senior level that CHINAUNICOM has been correlated with China Mobile already of this kind of mobile phone.

It is reported, because strategy has been to value C more than G all the time before this of CHINAUNICOM, so after selling C network business, how fast to further in the intersection of G and the intersection of network and market and distance of China Mobile, become new key work of UNICOM. The reporter learns from UNICOM insider, UNICOM will customize G network mobile phone on a large scale in the second half year, including G cell-phone of the high side dual,etc., in order to maintain the old users of G network, develop new users.

And the intersection of China Mobile and respect, begin, wait for at the Mobile launching cooperation in pairs of the intersection of G and pair with Haier, the intersection of space and the intersection of dragon, Lenovo,etc. and three Chinese enterprise as far back as 2006. But because the intersection of market and propaganda strength insufficient forming scale by user's needs, lack the involvement of the foreign known enterprise at the same time, dual G cell-phones of market in China have not ignited.

The relevant personage of China Mobile shows, moving advanced users expect to use the international big brand mobile phone which reflects their identities even more. And the joining of Motorola, certainly will bring to dual G cell-phones of market and touch with strength.

In addition China Mobile personage think pairs of G, TD/GSM bimodulus appearance of mobile phone can " take the net switching of No. " also It is the lowest that the impact on number of users will be expired by.

It is reported dual G cell-phone at the market can merge two the intersection of GSM and system at present, have pairs of GSM block in the collinear function at the same time, the mutual interference problem of radio frequency, software while solving two sets of GSM systematic simultaneous working coordinate the working problem, power management collision problem, power consumption problem etc. each other, can give users a brand-new experience.

Have news claim Long, Hisense, the intersection of space and the intersection of dragon,etc. and the intersection of mobile phone and manufacturer take advantage of recombination east wind too day before this, strengthen to dual G cell-phone of research and developments and produce.

The news on July 11, reporter learns from Motorola insider " China's communication ", Motorola, until August introduce pairs of the intersection of G and pair, treat mobile phone, mainly against move the intersection of G and network and connect user, network of G. This insider shows, the approval on the senior level that CHINAUNICOM has been correlated with China Mobile already of this kind of mobile phone.

It is reported, because strategy has been to value C more than G all the time before this of CHINAUNICOM, so after selling C network business, how fast to further in the intersection of G and the intersection of network and market and distance of China Mobile, become new key work of UNICOM. The reporter learns from UNICOM insider, UNICOM will customize G network mobile phone on a large scale in the second half year, including G cell-phone of the high side dual,etc., in order to maintain the old users of G network, develop new users.

And the intersection of China Mobile and respect, begin, wait for at the Mobile launching cooperation in pairs of the intersection of G and pair with Haier, the intersection of space and the intersection of dragon, Lenovo,etc. and three Chinese enterprise as far back as 2006. But because the intersection of market and propaganda strength insufficient forming scale by user's needs, lack the involvement of the foreign known enterprise at the same time, dual G cell-phones of market in China have not ignited.

The relevant personage of China Mobile shows, moving advanced users expect to use the international big brand mobile phone which reflects their identities even more. And the joining of Motorola, certainly will bring to dual G cell-phones of market and touch with strength.

In addition China Mobile personage think pairs of G, TD/GSM bimodulus appearance of mobile phone can " take the net switching of No. " also It is the lowest that the impact on number of users will be expired by.

It is reported dual G cell-phone at the market can merge two the intersection of GSM and system at present, have pairs of GSM block in the collinear function at the same time, the mutual interference problem of radio frequency, software while solving two sets of GSM systematic simultaneous working coordinate the working problem, power management collision problem, power consumption problem etc. each other, can give users a brand-new experience.

Have news claim Long, Hisense, the intersection of space and the intersection of dragon,etc. and the intersection of mobile phone and manufacturer take advantage of recombination east wind too day before this, strengthen to dual G cell-phone of research and developments and produce.

1, CHINAUNICOM (600050)

Yesterday, this share raised up 5.31%, reached 7.34 yuan. According to media, the relevant person in charge of CHINAUNICOM verifies, UNICOM will put out section for the 156th in September, in order to remedy the deficient question of G network number resource. Before this, section takes the lead in the test in Guangdong, Shanghai to distribute telephone numbers in March on the 156th in UNICOM, province and city such as Chongqing, Gansu, Henan, Hubei,etc. have already begun to distribute telephone numbers. The newspaper of one quarter of 2007: The income per share is 0.055 yuan, income (deduct) per share 0.051 Yuan, net assets per share are 2.29 yuan, return on net assets is 2.4%, the net profit of 1075173450 yuan after deducting the non- regular increase and decrease.

2, Guangdong A at a high speed (000429)

This share went up by 6.16% yesterday, ended with 9.99 yuan. Announced yesterday half a yearbook revealed, have not been influenced by cave-in accident of Jiujiang bridge in 2007, still keep the situation of growth of achievement . Among them, the basic income per share is 0.22 yuan, dilute the income per share of 0.22 yuan, income (deduct) per share 0.22 Yuan, weighted average income per share is 0.22 yuan, weighted average income (deduct) per share 0.22 Yuan, net assets per share are 2.47 yuan, return on net assets is 8.97%, weighted mean return on net assets is 8.86%, net profit of 278656826.02 yuan after deducting the non- regular increase and decrease.

3, Gree electric apparatus (000651)

In trade of yesterday, this share raise up 0.38%, receive telegraph 36.6 yuan. Released half a year yesterday to report, the report realized the business receipt of 200.52 hundred million yuan during this period, increased by 52.28% in the same period compared with that of last year, realize that belongs to the net profit of 4.86 hundred million yuan of the owner of parent company, increase by 54.22% compared with the same period of last year, realize the basic earning per share of 0.6028 yuan. Air conditioner and fittings gross margin percentage rose to 18.62% from 17.57% of the same period of last year. Having adjusted 2007 operations objective in half a yearbook, it is estimated the net profit which belonged to the owner of parent company relatively increased by more than 50% in the same period of last year.

4, western minings (601168)