/Follow me and tell you a more realistic communication industry/
Recently, I visited Hebei, Shandong and other provinces due to projects.
A profound feeling is that the competition between the four major operators for the government and enterprise markets has entered a white-hot stage.
On the one hand, the four major operators are getting more and more important KPI
They all regard the government and enterprise market of ToB as the main driving force for growth.
They have issued heavy KPI indicators one after another, adding layers of emphasis.
On the other hand, the competitiveness of operators and enterprises is becoming more and more homogeneous.
Regardless of technology products , or industrial layout, several major operators are highly similar
all in Cloud, they all talk about digital industrialization and industrial digitization
Even the several industries they focus on are all clustered together
Because the top is under pressure and the bottom is uncompetitive, four companies are fighting to the death in a narrow market space
In order to dynamically track the industry Development Trends
Conduct long-term follow-up on the competitiveness of the four major operators in the government and enterprise information market
Communications Dare to Speak Based on the data of "Shu Shuo 123", determined Period analysis of the bid winning status of the four major operators
clearly shows the strength and development direction of the four companies
The statistical period of this analysis is from July 29 to August 3, 2022
Statistics During the period, the four major operators won a total of 1,356 government and enterprise informatization projects. The total project amount was 3.291 billion yuan, a decrease of 25% from the previous statistical period (4.382 billion); the average single project amount was 2.43 million yuan, which was 2.43 million yuan compared with the previous period. During the statistical period, there were 270,000 less
Judging from the amount of the winning project -
China Mobile overtook it, winning 1.267 billion yuan, accounting for 39%, topping the list
China Telecom lost its throne, taking 973 million yuan, accounting for 30%, a significant decline
China Unicom is still mediocre, taking 684 million yuan, accounting for 21%, less than one of the four-point world
China Radio and Television struggled to catch up, winning 367 million yuan, accounting for 11%, and the catching up momentum was very strong.
In terms of overall power division, China Mobile once again surpassed China Telecom and returned to the top position.
China Telecom was slightly weak in this period, and its share A decrease of 9%. Of course, ups and downs are normal.
China Unicom has always maintained a share of 1/4 no matter how its opponents change. However, it has been less than 25% for two consecutive periods.
When two heroes compete for hegemony, the injured one is always the first. Three?
Although the radio and television department has lagged behind, the amount and share of successful bids have increased, putting pressure on China Unicom
Judging from the number of successful bids -
China Mobile won the first place, winning 488 projects, accounting for 38%
China Telecom follows closely behind, Winning 450 projects, accounting for 35%
China Unicom is still third, winning 276 projects, accounting for 21%
China Radio and Television only focuses on traditional areas of advantage, winning 85 projects, accounting for 7%
From Judging from the average amount of a single project -
China Radio and Television ranked first in the last issue. In this issue, Radio and Television continued its strong momentum.
single project amount ranked first, reaching 4.32 million yuan. The previous article also mentioned that Radio and Television won the 198 million super large project of Xinjiang Production and Construction Corps Network Co., Ltd., directly boosting the single project The average amount
China Mobile ranked second in the average single project amount in this period, which was 2.6 million yuan. China Mobile adopts different strategies for different markets. , for areas where they are at a disadvantage, they will generally adopt a low-price strategy to bid, while areas with traditional strengths will generally bid close to the budget. This strategy ensures that China Mobile's number of projects and revenue scale
China Unicom ranks third in terms of average single project amount. For 2.48 million yuan
China Telecom ranks at the bottom with a single project amount of 2.16 million yuan. Now the pressure is on China Telecom!
In terms of industries -
The public security and judicial department industry is still the breadbasket of the four major operators, with a total project amount of 928 million yuan.
However, judging from the industry's winning projects, they are mainly high-cost, low-margin projects in the large security category, such as Projects such as Tianwang, Xueliang, Smart Safe Community, Comprehensive Video Network, Law Enforcement Case Handling Center, etc.
The education industry has suddenly emerged, with a project amount of 310 million yuan, and the development momentum is rapid.
Cultural tourism has performed well, with a project amount of 272 million yuan, a significant year-on-year increase.
Medical and health care is also relatively conspicuous, with a project amount of 217 million yuan, a significant growth.
The data resources industry has declined Shengu, the total project amount is 184 million, the previous momentum took a turn for the worse
(Data source: Shushuo 123)
Looking at the bid winning status of the four major operators by industry -
China Telecom occupies a dominant position in IDC and cloud, software platform, large security, and basic business
China Mobile dominates other ICT , leading peers in the Internet of Things
China Unicom is superior to peers in the Industrial Internet
China Mobile occupies a dominant position in 7 major industries including finance and taxation, public security and judicial affairs, education, financial industry, agriculture and rural areas, other enterprises, and medical and health care;
China Unicom leads peers in large-scale housing construction, transportation and logistics, other government affairs, data resources, and
China Telecom takes the lead in emergency management;
China Radio and Television has an advantage in smart cities (it may also be affected by customer relationship ).
From the perspective of project types, traditional ICT still occupies the absolute mainstream
The problem of increasing revenue without increasing profits still exists
But the good trend is that software platform products have surpassed large security projects
This is a major watershed. Looking at the four major
operators by province, the six provinces and autonomous regions with
exceeding 200 million are: Zhejiang, Xinjiang, Sichuan, Jiangsu, Henan, and Guangdong; the provinces with
exceeding 100 million are: Hebei, Hubei, Hunan, and Shaanxi. provinces.
(data source: Shuhuo 123)
Top 50 government and enterprise companies of the four major operators in each province:
(data source: Shuhuo 123)
From the perspective of project types, traditional ICT still occupies the absolute mainstream
The problem of increasing revenue without increasing profits still exists
But the good trend is that software platform products have surpassed large security projects
This is a major watershed. Looking at the four major
operators by province, the six provinces and autonomous regions with
exceeding 200 million are: Zhejiang, Xinjiang, Sichuan, Jiangsu, Henan, and Guangdong; the provinces with
exceeding 100 million are: Hebei, Hubei, Hunan, and Shaanxi. provinces.
(data source: Shuhuo 123)
Top 50 government and enterprise companies of the four major operators in each province:
(data source: Shuhuo 123)
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