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MIIT Announces January 2011 Telecom Statistics

MIIT, 3/01/11

China's Ministry of Industry and Information Technology (MIIT) has released its January 2011 telecom industry statistics. The figures for the month were as follows:

Telecom operating revenues were RMB 80.34 bln (USD 12.17 bln), up 13.1% over the same 1-month period of 2010. Core services accounted for RMB 72.71 bln (USD 11.02 bln), up 9.7% YoY. Year-to-date capital expenditure came to RMB 11.02 bln (USD 1.67 bln).

Total telephone subscribers saw a net increase of 10.74 mln in January, with mobile subscribers growing by 10.72 mln to 869.72 mln, and fixed-line subscribers dropping by 21,000 to 294.4 mln. Broken down by traditional fixed-line and PHS, traditional (i.e. non-PHS) fixed-line subscribers increased by 890,000 to 266.64 mln, while the PHS subscriber base declined by 869,000 subs to 27.76 mln.

A total of 69.12 bln SMS messages were sent during the month of January, a 3.9% increase over the figure during the same period of 2010.

Broadband added 1.74 mln new registered users in January to reach a total of 128.07 mln. In contrast, dial-up lost another 52,000 users, lowering the total dial-up user base to 5.85 mln.

4.69 mln new 3G subscribers were added in January to reach a total of 51.74 mln, in line with the combined 3G figures reported by China Mobile (NYSE: CHL; 0941.HK), China Telecom (NYSE: CHA; 0728.HK), and China Unicom (NYSE: CHU; 0762.HK; 600050.SH) in January. In contrast, the figure reported by the MIIT for China's total mobile subscribers (i.e. 2G plus 3G combined) by the end of January was 17 mln greater than the combined total previously reported by China's three main operators (the MIIT's reported mobile subscriber total in any given month has, historically, been approximately 17-24 mln greater than the combined figures reported by the three main operators).

Keywords: national statistics growth rate market size broadband subscribers China Telecom China Mobile China Unicom telecom MIIT mobile subscribers SMS 3G dial-up fixed-line subscribers PHS CHL 0728.HK 0762.HK 0941.HK 600050.SH CHA CHU telephone subscribers capex revenue

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