The virtual operator finally "wife-in-law". The Ministry of Industry and Information Technology recently issued the "Notice on the official commercialization of mobile communication resale business", which means that after more than four years of piloting, the virtual operator (mobile communication resale enterprise) obtained a formal commercial license. This paper announcement is for the resale pilot enterprises, such as the long-term drought and the rain, the industry may usher in new development opportunities.
Thousands of calls have come out, and the virtual operators have been rehabilitated in the past five years.
The Ministry of Industry and Information Technology recently issued a notice deciding that from May 1 this year, the mobile communication resale business will be converted from a pilot to a formal commercial. Eligible private, state-owned and foreign-funded enterprises can apply for mobile communication resale business. It is reported that since the end of 2013, the Ministry of Industry and Information Technology has issued temporary mobile resale licenses to 5 batches of 42 private enterprises. The licensed enterprises can rent mobile communication networks of basic telecom operators to provide users with communication services based on their own brands.
According to the announcement, after the virtual operator obtains the formal commercial license, the resale enterprise can apply to the Ministry of Industry and Information Technology for the mobile resale customer service number according to its own business needs, and can use it according to the approved length and use. It is worth noting that the announcement also emphasizes that the wholesale price given by the basic operator to the mobile communication resale enterprise should be lower than the average unit price or package price of the similar service of the basic operator, and encourage both enterprises to promptly deal with the market conditions and commercial contract. The wholesale price is adjusted, which means that the “zero-upside†problem will be solved.
This paper announcement marks a new stage in the development of mobile resale business. First, it creates a new opportunity for the telecommunications industry to break the traditional business model. It shows that China's telecom market is further open, and the entry of private enterprises, state-owned enterprises and foreign-funded enterprises can form a new competitive landscape, forcing traditional telecom operators to change their business and service concepts, and make more refined business adjustments. The “reduction of fees†is truly implemented, bringing more benefits to users. Second, it will expand the development space for private enterprises and foreign-funded enterprises. From the pilot of the mobile communication resale business, there is a phenomenon of “zeroing up and downâ€. For the resale pilot enterprises, the official license is like a long-term drought, and once it has profit margins, it can take advantage of the Internet, big data, artificial intelligence, etc., fully release its potential and activate the upcoming 5G era.
The competition in the virtual business market is getting more and more hotThe “turning positive†notice of the virtual business has undoubtedly made the mobile resale market boil. It should be noted that from the opening of the first 170 number to the issuance of official licenses today, these four years are not only a test for mobile resale enterprises, but also a big step in the development of the industry.
Relevant data show that as of the end of 2017, 42 private enterprises participating in the virtual operator business pilot operation have been piloted in nearly 200 local networks in 29 provinces; the total number of mobile resale business users exceeded 60 million. Directly attracting private investment of more than 3.2 billion yuan, and indirect economic contribution of more than 12.8 billion yuan, driving nearly 60,000 new jobs in the upstream and downstream.
Of course, after nearly five years of market baptism, the mobile resale market is now quiet and good. Innovative, steadily developing, burning money, barbaric growth, passive waiting... and the official commercial announcement, for 42 pilot companies, is like starting a firing gun. In this "big test", some enterprises are taking advantage of the profitability, and they are ready to get into the capital market as soon as they get the license. Some of the virtual businesses that sprint the second batch of official commercial licenses are fully exerted; Still deep in the quagmire of loss, the emergence of "retreat". If you can't pass the "big test", it is inevitable to withdraw from the market.
Although the formal commercial license has already been opened, there is still a process for the issuance of the license, which will be issued in at least several batches. As for which companies can enter the commercial list, they must also consider the size of the market and their own strength.
Internet of Things becomes a new opportunityWith the official commercialization of the mobile resale business, the competition in the communication market will become more complete, and 42 pilot operators will not only face more severe challenges, but also have greater opportunities for development.
On the one hand, it is not easy for private enterprises and foreign companies to truly integrate into the telecommunications industry. First, the limitations of private capital and foreign capital can only be used for communication sublease business, which determines that it is necessary to spend a large amount of “sublease feeâ€. Second, in terms of network security, prevention and protection of communication information fraud, protection of user rights and personal information, etc., it is also inseparable from the technical support of the basic telecommunications operators, which will be a small expense. Third, the three major operators have occupied the vast majority of market share in mobile phones and telecom broadband. New private enterprises and foreign companies are difficult to match, and only new users can be developed.
On the other hand, the market also contains new opportunities. Blue Cat Mobile CEO Wang Jinbao believes that there are three major development opportunities in the mobile resale business. First, resale companies will increase investment, focus on innovation development and value enhancement, provide differentiated and diverse products, and enhance brand connotation and service quality. Second, the Internet of Things will be another growth point for resale business. Third, cooperation methods such as listing, listing, equity cooperation, and mergers and acquisitions will lead the competition to a higher level.
All in all, for the mobile resale industry, 2018 is destined to be an extraordinary year. If virtual operators want to break through and take the lead, they must take innovation as the core of development, aim at market segments, and constantly fill in content and lean. service. Regardless of the changes in the future telecommunications industry, it is certain that only by complying with the development trend of the times can we laugh at the end.
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