Recently, at the press conference on price supervision and anti-monopoly work held by the National Development and Reform Commission (hereinafter referred to as the National Development and Reform Commission), Xu Kunlin, director of the Price Supervision and Anti-monopoly Bureau of the National Development and Reform Commission, said that the NDRC’s anti-monopoly investigation According to the relevant provisions of the law, the results of the rectification of the two companies are being evaluated, and according to the results, the decision will be made according to law in due course.
Some experts analyzed that the two companies were suspected of monopolization due to poor supervision and lack of competition mechanism in the past. The NDRC initiated the investigation to balance the relationship between the three major operators. The market rumors of "1 billion fines" may not occur. The significance of this survey is to encourage private capital to enter the telecommunications industry and increase competitiveness. However, experts also said that it is difficult to change the current fixed-line sector pattern in a short period of time.
Experts say the two companies are suspected of monopolizing due to policy
It is understood that the suspected monopoly of China Telecom and China Unicom can be traced back to 2011. At that time, the NDRC’s investigation into the alleged monopoly of China Telecom and China Unicom focused on two aspects. First, China Telecom refused to trade with China Railcom at high prices and disguised; The two companies impose price discrimination on Chinese Internet service providers.
Subsequently, China Telecom and China Unicom submitted a suspension investigation application at the end of 2011 and promised to increase the speed of consumers online, reduce the level of tariffs, and eliminate the consequences of suspected monopolistic behavior. After more than two years have passed, the impact of the suspected monopolistic behavior of the two companies has been eliminated.
Telecom analyst Fu Liang said that the formation of the price monopoly of China Telecom and China Netcom is precisely because of the lag of the relevant state departments on the supervision of the communications industry. "The shape of the monopoly is caused by the policy. In the past, the maximum price limit for Internet settlement was not adjusted for about 7 years." Fu Liang said.
"However, the Ministry of Industry and Information Technology solved this problem last year." Fu Liang said. On October 25 last year, Zhu Jun, deputy director of the Communication Development Department of the Ministry of Industry and Information Technology, said at the regular news briefing of the Ministry of Industry and Information Technology that the Ministry of Industry and Information Technology will reduce the settlement price of the Internet Exchange Center by 30% per year in the next five years. The company also implemented peer-to-peer interconnections from January 1, 2013.
"In the past, telecommunications in the south and Netcom in the north have brought a lot of trouble to the people, and they have also invested a lot of money in this area. However, this situation has been greatly improved." Executive Vice President of China Mobile Internet Industry Alliance Li Yi, chairman and secretary general, said.
Expert: Telecom Unicom's punishment is ultimately or not
Li Qing, deputy director of the Price Supervision and Inspection and Anti-Monopoly Bureau of the National Development and Reform Commission, said that it has basically found out that China Telecom and China Unicom have a market share of more than two-thirds in the Internet access market, and they have a dominant position. Some market participants pointed out that if the National Development and Reform Commission finally determines that China Telecom and China Unicom's monopolistic behavior is established, the two companies may face a fine of up to 1 billion yuan.
At present, Telecom and China Unicom have not responded to “whether they will be punishedâ€. The "Economic Information Daily" quoted analysts as saying that according to the results of the rectification announced by the National Development and Reform Commission, the possibility of penalties for the two companies is decreasing. Fu Liang said that because the responsibility for the current situation is not in the two companies of China Telecom and China Unicom, the final punishment may not be the result.
Li Yi believes that the NDRC's investigation of China Telecom and China Unicom is to balance the interests of the three major operators. "With the issuance of China Mobile's fixed-line license, the purpose of its investigation has been reached." Li Yi said.
The pattern of the fixed network is difficult to change or is still "old"
For the NDRC's investigation of China Telecom and China Unicom, Li Yi believes that the NDRC intends to break the monopoly advantage of China Unicom in the fixed-line field.
Peking University professor Cao Fengqi said that although the state has introduced policies to encourage private capital to enter the telecommunications field, in fact, the monopolistic behavior of monopoly enterprises has caused great obstacles to the entry of private enterprises. The anti-monopoly investigation of the National Development and Reform Commission helps private enterprises to enter some monopoly industries.
However, it is still difficult for private enterprises to enter the telecom fixed-line field. Even if China Mobile, which has a fixed-line license, “spoils the boardâ€, it is difficult to change the current market structure in a short period of time, let alone a private enterprise.
However, Fu Liang believes that the main reason is that China Mobile is not "cold" to the fixed-line business. Compared with the fixed-line service, the profit of the mobile telecommunications network may be higher. China Mobile is more willing to "work hard" on the mobile communication service; On the other hand, with the construction of 4G networks, China Mobile is currently spending money and the days are not good.
In addition, it is difficult for China Mobile or private enterprises to change the current market structure or to be related to “community monopolyâ€. The Nanfang Daily reported yesterday that since many communities have signed exclusive access agreements with different broadband service providers, even if China Mobile Broadband is “super low priceâ€, there is still a long way to go to successfully break through the current market structure. .
However, Li Yi does not agree with this point of view. Li Yi believes that the fixed-line business is a strong growth point for China Mobile. China Mobile will definitely increase investment in this area. In fact, China Mobile is currently quietly deployed.
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