Industry Review of China Tower Co., Ltd.

The main reasons why the industry put forward the "separation of network industry":

The first and most important reason is the problem of redundant construction:

The three major operators build their own networks, but in theory, the point-to-point communication problem only needs a "reliable" network, so it seems that the three networks are indeed a bit wasteful. Moreover, the construction of three networks will occupy scarce site resources and land resources, leading to repeated excavation of roads and dense base stations, making it difficult to achieve optimal distribution.

The second reason is the so-called "monopoly prevention":

The three major operators monopolize network resources, and they will suppress or promote market demand according to their own goals and interests. After the separation of network industry and the establishment of National Base Station Company, we can focus on network construction, give play to scale effect and provide "reasonable" rental price of communication resources to the whole society, forcing operators to carry out more thorough reforms at the business level and participate in telecom competition.

The third reason is the unified system:

As we all know, the Ministry of Industry and Information Technology has been pushing for TD, and has spared no effort to adopt various asymmetric controls and even administrative interventions to promote TD. However, China Unicom and China Telecom are very clear that TD is not jumping into a pit of fire. Without the network advantage, how to fight with mobile? As a result, TD has not received enough attention and development since the 3G era. After the separation of network industry, National Base Station Corporation can build a single standard network, which is not only conducive to national security, technology promotion and industrial chain expansion, but also can avoid the "waste of resources" caused by the construction of two standards.

The fourth reason is to improve communication coverage:

In view of the high construction cost and low consumption capacity in some areas (remote mountainous areas, rural areas, etc.). ), operators are usually reluctant to build networks in these areas, resulting in consumers in these areas unable to enjoy high-quality communication services. It is theoretically beneficial to solve the communication coverage problem by unified planning and layout by professional base station companies and turning basic communication construction into "public service".

Shu Huaying, a professor at Beijing University of Posts and Telecommunications, believes that if the business scope of "National Base Station Company" is limited to iron towers and pole roads, and if the base station company provides enough rentable equipment, it will not be a big problem for the government to set control prices. If the antenna, feeder, control and transmission are all included in this base station company, it will bring new monopoly and new rent-seeking problems.

Ma Jihua, an industry observer, believes that the essence of "National Base Station Company" refers to "Iron Tower Company", which is responsible for building the infrastructure of the site, including the construction and lease of iron towers, irons, power supplies, pipelines and poles, rather than handing over all the network equipment in the base station. After the completion of infrastructure construction such as iron tower, operators only need to put their own antenna equipment in. Therefore, this company has nothing to do with the reorganization of operators, but the management reform of the construction team.

Liu Aili, "In order to avoid the new monopoly of' Tower Company', the rental price of the tower in the future will be lower than that of similar comparable international companies, lower than the current market price, and lower than the price of the three operators to build the tower, but it is necessary to ensure that the cost can be covered."

According to the relevant person in charge of China Tower, since the establishment of "China Communication Equipment Service Co., Ltd.", which is jointly funded by three major operators, the recruitment of core personnel and other major formation processes have been completed one after another.

According to insiders, the renamed "China Tower Co., Ltd." will highlight its main business and avoid some conceptual confusion, which will be obviously different from the three major operators and the network construction planning department of Zhongtong Service.