The telecommunications industry fifth reform industry calls for separating infrastructure

　　Reform of SOEs, telecommunication enterprises is a pioneer.

　　History of the telecommunications industry has experienced four major reforms. Since 1994, 1999 old Telecom separated by separation of posts and telecommunications, to the 2001 telecommunications North-South split, most recently in 2008, telecommunications enterprise "five threes" to form a China Mobile, China Telecom and China Unicom (600050, bar) relative stability.

　　7 years since the carriers represented by the overall stability of the telecommunications industry, for the mobile Internet opportunity downstream on the rapid development of the industry, can be said to provide good support, equipment manufacturers, operators or terminals, emergence of a group of globally competitive enterprises.

　　In the "fifth" telecoms reform, there are two obvious thread.

　　In May 2013, the Ministry promulgated the programme for the resale of mobile communications business for signs, the telecommunications market gradually opened up to private enterprise. July 2014 tower company was established as a symbol, for many years to the telecommunications infrastructure, back towards the set.

　　Telecom industry open to private capital, from mobile virtual network operation step by step, expanding to open broadband access network market. Tower company, Tower into the complete operator stock, complete the "three-step" strategy of the first two steps.

　　According to SASAC disclosed that this round in the reform of SOEs, a State-owned enterprise is divided into "public" and "business class", which happens to be reform of the telecommunications industry pain points.

　　As operator of the important support of the information industry, has been playing a lot of public service roles, such as increased network coverage in rural areas, emergency disaster relief, Range Rover TD network under development, the State recently mandated by the "speed drop". Heavy public responsibility at the same time, the telecommunication reform since 1994, all previous results of operators to more "commercial" direction, and operators by revenue and profit-oriented evaluation system for the KPI, add "speed drop" responsibility, SASAC cut sales input operator grass-roots pressure to significantly.

　　How to locate the operator may be matter of reform programmes of the next choice.

　　Telecom is also promoting "mixed ownership" of reform. In 2014, a subsidiary of equity owned by China Telecom reform, some private capital in this district. But SOEs reform is very hot, "mixed", operators are involved in earlier, but stop trying to. Importing small Shang B2C no live

　　Next, under the Eiffel Tower company was first established, after you complete the Tower operators stock asset injection, tower company next "introduction of private capital" will be put on the agenda.

　　Not long ago, three operators a hand again after 11 years of collective rotation, transfer to China Unicom in early China Telecom Chairman Wang Xiao--restructuring which has been repeatedly denied rumors and operators. When China Telecom, Wang has pushed "small contractor" and "mixed ownership" of reform.

　　Results from the rotation, Unicom is less likely to restructure. But in the view of some operator staff, telecommunications industry structure reorganization, may still have some.

　　Eiffel Tower company, dignified operators asset, next, will not under the operator's core network resources? cannot be ruled out that possibility. Carrier "mesh separation", together with virtual operators, Internet companies from an infrastructure company renting equipment, operators are only responsible for operations, the industry has no shortage of voices.