In 2018, it was the fourth year of the establishment of the Chinese Tower.
However, due to the late start of China's iron tower model, the young Chinese Tower has entered the “post-Tower Tower era†early and started the transformation model.
one
According to statistics, in order to meet the construction needs of telecom enterprises in the past three years, China Railway Tower Company completed 1.584 million tower construction projects with an accumulated investment of nearly 130 billion yuan. The construction amount is equivalent to the total amount of stock towers received from the three operators.
Under this influence, the scale of the sites used by the three operators has increased by 88%, which will inevitably lead to an increase in monthly average service tower rents.
However, in recent years, the operator's business has been affected by factors such as the Internet giant's encroachment, speed-up and fee reduction, and revenue growth has declined. The main business income has increased at an average annual rate of only 4.7%.
The huge cost pressure of operators and the substantial increase in service charges for towers have become the main contradiction between operators and tower companies.
At the same time, as the peak period of 4G construction has passed, the demand for new macro stations of the three operators has declined significantly. According to statistics, in 2017, China Railway Tower has undertaken a total of 550,000 new demand for telecommunications companies, a decrease of 22% year-on-year.
Under the enormous cost pressure, operators began to gradually control the new stations, and try to use old system replacement and double-layer networks to reduce the growth of tower service fees caused by network upgrades.
On the one hand, the high investment in basic communication facilities such as iron towers, and on the other hand, the severe cost pressures of operators, the contradiction between the two becomes the challenge of the sustainable development trend of traditional iron tower revenue.
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As technology evolves, small and micro base stations become a trend that challenges the traditional tower model.
Up to now, all three telecommunications companies have clearly defined the 5G business schedule.
In the next 2-3 years, the mobile communication network will gradually evolve to 5G, showing a three-dimensional layered form of macro-micro combination, high and low collocation, indoor and outdoor coordination, and the scale of traditional high-end station construction of “high, large and far†shrinks, “small and low The size of the micro-station and room will continue to grow.
It can be foreseen that the micro-station will gradually become an important part of the carrier network, and the construction of the micro-station on a large scale and at a low cost will become the core appeal of the operator.
However, in terms of micro-station demand acquisition, due to objective factors such as the difficulty of site sharing, the China Tower is not dominant. At present, the proportion of China's iron towers to undertake micro-station demand is too low. Operators are also tending to self-construct and submit to the three-party construction in terms of construction requirements such as micro-station and room division outside the policy requirements.
In addition, the Ministry of Industry and Information Technology [2017] No. 92 document explicitly incorporates third-party towers into the joint construction and coordination mechanism. After the third-party towers receive policy blessings, the China Tower will face competition with a number of private enterprises.
According to statistics, there are nearly 400 third-party iron tower companies in China, with more than 40,000 tower site resources, and the industry competition is further intensified.
three
Under the new situation, the China Railway Tower has proposed to make the social tower a communication tower and let the communication tower become a social tower.
For example, the pilot work of the Fujian Electric Power Tower sharing transformation, through the transformation of Fuzhou Taijiang 22KV Weinan 2 Road No. 65 power tower, installed a communication pole in the tower to solve the nearby coverage problem. It is the innovative form of transforming the “social tower†into a “communication towerâ€.
For example, Jiangxi Tower has cooperated with the province's forestry, public security, non-commissioned, air traffic control, maritime, electric power and other units to provide nearly 500 site services to various industries, and has saved nearly 80 million yuan in social industry investment.
For example, China Railway Tower and Chongqing Changan, BYD, Yinlong New Energy, Waterma, Guoxuan Hi-Tech, Thornton New Energy and other 16 companies signed a new energy vehicle power battery recycling agreement, not only solved the new energy vehicle power battery The recycling problem also reduces the base station battery cost.
Recently, the China Tower has proposed a transformation plan of “one body and two wingsâ€. which is:
The tower-class sharing business in the industry is “one bodyâ€.
Continuously efficient, low-cost, comprehensively meet the construction needs of the three telecommunications enterprises, and continue to grow and share. As a foundation of the backbone of wide-area coverage, Yushi Hongzhan establishes an absolute advantage in the market and provides a basis for long-term sustainable development.
Deepen and enrich the shared business in the industry as the “left wingâ€.
Give full play to its site operation advantages and shared value, make full use of social towers and building resources, and fully undertake the construction of new micro-station and room-level eight scenes in the industry, low-cost and high efficiency to meet telecom enterprises, focus on 5G development, and deepen And share the market within the industry.
Expand the "right wing" of social sharing business outside the industry.
Using the core assets such as its own site and its supporting resources, the strategic value of the assets will be tapped, and the communication tower will actively extend its functions and integrate deeply with the multi-industry of the society to form a diversified asset expansion, enrich the shared content, and tap the incremental new space to achieve continuity. development of.
As the cornerstone of mobile communication infrastructure construction, the tower is involved in the entire communication industry chain every move. When the whole industry is in a dilemma, it is a good thing that the transformation of the tower to expand into non-communication business to maintain overall growth, but the transformation has never been easy, and the young Chinese tower has a long way to go.
When the tower transformation is going on, dare to ask where is the road? Just at the foot.
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