运营商基站 运营商合建基站公司 中移动面临政策压力

运营商合建基站公司 中移动面临政策压力  

China Mobile
the world's largest wireless carrier by subscribers
is feeling the pinch of increasing pressure from the Chinese government
which is striving to reduce the pany's dominance in China.
The latest policy headwind is its talks with the other o state-controlled carriers China Uni and China Tele to set up a joint venture to build and manage telemunications infrastructures in China.
The discussions-- likely directed by the government-- match with Premier Li Keqiang's stated goals to reform state-owned enterprises by boosting petition.
Bloomberg News中国移动一家营业网点中展示的手机。上述合资事宜可能由政府引导。中国总理李克强曾表示将通过提高竞争推动国有企业改革，筹建合资公司的举措与这一目标一致。
While the planned joint venture could help enhance the sharing of resources and reduce the costs for future neork expansion
dominant carrier China Mobile may lose its strength in neork coverage as it is likely to share its extensive neork with the smaller rivals
said analysts.
China Mobile
which has reported declines in earnings
had a head start on speedier fourth-generation mobile services in China
hoping the new services would help fend off rising petition and help it regain growth momentum.
Smaller rivals China Uni and China Tele operate on 3G mobile technology platforms that are widely used globally
which give them access to more popular smartphones. The o panies have sold Apple's iPhones for several years but China Mobile only started offering them with the roll-out of its new 4G neork in January.
The new joint venture could undermine China Mobile's first-mover advantage in 4G services
analysts said.
'If all tower assets in China are transferred to this new pany
it will help China Tele and China Uni to accelerate their 4G neork rollout
'said Leping Huang
an analyst at Nomura.
The number of tele towers that China Tele and China Uni own is only equivalent to 28% and 46% of the towers that China Mobile owns
according to Nomura's estimate.
Analysts said an independent tele tower pany is a mon business model in some countries like the U.S
India and Indonesia. A tower pany typically will purchase or lease land
build tele towers and lease the space in the tower to tele operators. Tele operators will use the space to install base station equipment they purchase from equipment vendors.
China didn't have an independent tower pany in the past.
As part of the government's continued effort to promote petition
China Mobile has already suffered from lower interconnection fees that smaller rivals pay for calls to the pany's neork
beginning this year. Analysts said the savings from the interconnection policy will help fund China Uni and China Tele's neork upgrade and marketing efforts to further increase its mobile users this year.
They added that more policy headwinds are ahead for China Mobile in the ing years. For example
the Chinese government could gradually introduce mobile number portability which enables subscribers to retain their mobile numbers when changing from one carrier to another. This measure is expected to hit China Mobile badly as the mobile giant
with more than 770 million subscribers
controls about 60% of the mobile market in China.
China Mobile declined to ment.