Newly build 180,000 base stations next year, boosting upstream and downstream investment by 500 billion
The reporter learned from China Mobile that starting in the second half of this year, China Mobile has fully launched 4G network construction. These include: the procurement of TD-LTE (China ’s 4G technology standard) equipment began in 100 domestic cities in 2013, and the establishment of TD-LT E base stations in 2013 exceeded 200,000, that is, 180,000 new base stations were built in 2013, according to the introduction The total investment will reach about 180 billion yuan.
Authorities from China Mobile revealed to reporters that by the end of 2012, China Mobile will complete the construction of about 20,000 TD-LTE base stations as planned, which means that in 2013, China Mobile will build about 180,000 TD-LTE base stations. Based on the calculation of a construction cost of 1 million yuan, only the investment of building a base station will reach about 180 billion yuan. Earlier, China Mobile has revealed that from 2012 to 2013, it will invest 200 billion yuan in the construction of 4G base stations.
Industry sources such as Huawei and ZTE told reporters that when China Mobile officially started commercial 3G, the number of base stations nationwide was about 150,000 to 200,000. By the end of 2012, the number of 3G base stations will reach about 280,000. Therefore, the scale of "100 cities" and "200,000 base stations" is comparable to the early stage of 3G network construction, which shows to a certain extent that China Mobile has released a clear 4G industry construction signal to the outside world. Started.
In addition, China Mobile also revealed that TD-LTE user-friendly testing will be launched soon, and TD-LTE terminal bidding will be launched. According to reports, at present, China Mobile has purchased at least 34,700 TD-LTE terminals, which will be provided to users in Guangzhou, Shenzhen, and Hangzhou for testing; from December 2012 to April 2013, China Mobile will continue Carry out terminal procurement and provide it to users in other cities.
At present, in addition to China Mobile, China Telecom and China Unicom have also stated that they will accelerate the commercialization of 4G networks, and announced that they will conduct 4G network scale tests and various commercial trials in Shanghai and other places.
Information recently obtained by the reporter from the Ministry of Industry and Information Technology shows that the Ministry of Industry and Information Technology is accelerating the trial commercialization of the 4G network, and the related investment is expected to make substantial progress.
Xie Feibo, the director of the Radio Management Bureau of the Ministry of Industry and Information Technology, recently revealed that the domestic LTE spectrum plan will be released as soon as possible from October to November; and the Minister of Industry and Information Technology, Miao Wei, also made it clear for the first time in the near future, "The 4G license will be issued within about a year. Changed the statement that "4G licenses will still take two to three years" earlier this year.
Because there is no specific timetable for the issuance of 4G licenses before, the industry generally believes that this will slow down or even stagnate the new round of telecommunications investment. The recent positive measures of China Mobile and the position of the Ministry of Industry and Information Technology will undoubtedly give the industry a strong shot. Many executives of domestic telecommunications equipment giants Huawei and ZTE told reporters that if 4G licenses are issued within the next year, it means that telecom operators will begin to accelerate the construction of 4G networks and actively carry out trial commercial deployments starting in 2013 . This will enable 4G investment to be fully opened and will drive a new round of telecommunications investment. Upstream and downstream enterprises in the industrial chain are expected to benefit from 2013.
As the domestic 3G network construction is coming to an end, 4G network construction has not yet been fully launched, and the related capital expenditures of telecom operators have dropped significantly, making the performance of telecom equipment manufacturers collectively cold. According to Wind data, 54 A-share companies that have announced the mid-term report of the 2012 telecom equipment manufacturing company have a total profit of 3.127 billion yuan in the first half of 2012, a decrease of 3.92 billion yuan from the same period last year. 9.33 billion yuan, a year-on-year decrease of 20.23%; net profit was 2.561 billion yuan, a decrease of 529 million yuan from the 3.09 billion yuan in the same period in 2011, a decrease of 17.12%.
Qiu Hao, a researcher at ZTE Research Institute, said in an interview with reporters that the communications equipment manufacturing industry is a cyclical industry that relies heavily on investment. Prior to this, the outside world predicted that 4G network construction may not be fully launched in the near future, so it is believed that 4G-related investments cannot produce a pulling effect on the entire industry. "However, the recent attitudes of China Mobile and the Ministry of Industry and Information Technology indicate that 2013 will usher in a climax of 4G construction, which will bring a new round of telecommunications investment and benefit telecom equipment manufacturers." Qiu Hao introduced.
At present, authoritative departments and institutions such as the Ministry of Industry and Information Technology and the Chinese Academy of Sciences predict that the investment scale driven by the early construction of 4G networks will be around 500 billion yuan. After the network is officially commercialized, it will also drive upstream and downstream industries such as terminal manufacturing and software. The industry scale is expected to exceed one trillion yuan Mark. According to the research reports of China Merchants Securities, China Everbright Securities, Guohai Securities and other institutions, 4G commercial licenses are expected to be issued in advance. The upstream and downstream of the entire industrial chain, including telecommunications equipment manufacturing, will usher in substantial benefits; according to China Mobile next year The plan for 200,000 base stations will be completed by the end of the year, and equipment investment may be the first to start, which will subsequently drive the entire industry chain.
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