1. Overall operation

The growth rate of telecommunications business revenue increased month by month.In the first half of the year, the total revenue of telecom business reached 753.3 billion yuan, a year-on-year increase of 8.7%, and the growth rate was 2.2 percentage points higher than that in the first quarter. The total amount of telecommunications business calculated at the constant price of the previous year was 804.5 billion yuan, a year-on-year increase of 28.3%, and the growth rate was 0.9 percentage points higher than that in the first quarter.

Figure 1 The cumulative growth rate of telecom business revenue and total telecom business from January to June 2020-2021

Fixed asset investment fell significantly due to the impact of last year's base.In the first half of the year, the three basic telecommunications companies and China Tower Co., Ltd. completed a total of 152 billion yuan in fixed asset investment, which was down 22.3% year-on-year, which was greatly affected by the base in the same period last year.

2. Changes in the income structure of telecom business

Data and Internet business revenue growth accelerated.In the first half of the year, the three basic telecommunications companies completed fixed data and Internet business income of 129.4 billion yuan, a year-on-year increase of 12.6%, and the growth rate increased by 3.0 percentage points compared with the first quarter, accounting for 17.2% of the telecommunications business income, a year-on-year increase of 0.5% percentage points, driving the telecommunications business revenue to grow by 2.1 percentage points. Completed mobile data and Internet business income of 332.8 billion yuan, a year-on-year increase of 4.4%, and the growth rate increased by 3.9 percentage points compared with the first quarter, accounting for 44.2% of the telecommunications business income.

Voice business revenue continued to decline. In the first half of the year, the three basic telecommunications companies completed fixed voice and mobile voice business revenue of 11.7 billion yuan and 60.6 billion yuan, a year-on-year decrease of 6.4% and 6.3% respectively, accounting for 9.6% of the total telecom business revenue, a year-on-year decrease of 1.5 percentage points .

Emerging business revenue growth is outstanding. The three basic telecommunications companies are actively developing emerging businesses such as IPTV, Internet data centers, big data, and cloud computing. In the first half of the year, they completed a total of 114.5 billion yuan in emerging business revenue, a year-on-year increase of 27%, accounting for 15.2% of the telecommunications business revenue. Business income rose 3.5 percent. Among them, cloud computing and big data revenue increased by 96.7% and 31.3% year-on-year respectively.

Figure 2 Category growth of telecom business revenue from January to June 2020-2021

3. Development of Telecom Users

The scale of mobile phone users remained stable, and the number of 5G users expanded rapidly.As of the end of June, the total number of mobile phone users of the three basic telecommunications companies reached 1.614 billion, a net increase of 19.85 million over the end of the previous year. Among them, the number of 5G mobile terminal connections reached 365 million, a net increase of 166 million over the end of the previous year.

The scale of fixed broadband access users increased steadily, and the development of gigabit users accelerated.As of the end of June, the total number of fixed Internet broadband access users of the three basic telecommunications companies reached 510 million, a net increase of 26.06 million over the end of the previous year. Among them, the number of fixed Internet broadband access users with an access rate of 100Mbps and above reached 466 million, accounting for 91.5% of the total number of users, accounting for an increase of 1.6 percentage points compared with the end of the previous year; fixed Internet broadband access users with an access rate of 1000Mbps and above. The number of households reached 14.23 million, a net increase of 7.83 million over the end of the previous year, accounting for 30.1% of the net increase in fixed Internet broadband access users this year.

Figure 3 Fixed Internet broadband access users with a rate of over 100M and a rate of over 1000M from 2020 to the end of June 2021

Cellular IoT users are growing rapidly, and IPTV users are increasing steadily.As of the end of June, the three basic telecommunications companies had developed 1.294 billion cellular IoT end users, a net increase of 158 million over the end of the previous year, of which end users used in smart manufacturing, smart transportation, and smart public utilities accounted for 17.5% and 17.1% respectively. %, 22.6%, the end users of smart public utilities increased by 23.3% year-on-year, and the growth trend was the most prominent. The total number of IPTV (Internet TV) users reached 333 million, a net increase of 17.36 million over the end of the previous year.

Figure 4 IoT end users at the end of June 2020-2021

Fourth, the use of telecommunications services

Mobile Internet traffic has grown significantly, and the DOU value in June is still at a high level.In the first half of the year, the cumulative mobile Internet traffic reached 103.3 billion GB, a year-on-year increase of 38.6%, achieving four consecutive months of accelerated growth. Among them, the Internet traffic through mobile phones reached 98.9 billion GB, a year-on-year increase of 37.4%, accounting for 95.8% of the total mobile Internet traffic. In June, the average mobile Internet access (DOU) per household reached 13.52GB/household· month, a year-on-year increase of 33.4%, and was 1.6GB/household· month higher than the end of the previous year.

Figure 5 The cumulative access traffic and growth rate of mobile Internet from January to June 2020-2021

Figure 6 Monthly traffic and traffic per household (DOU) of mobile Internet access from June 2020 to 2021

The volume of mobile phone calls continued to grow, while the decline in the volume of mobile SMS services narrowed.In the first half of the year, the call duration of outgoing mobile phone calls reached 111 million minutes, a year-on-year increase of 3.5%; the call duration of fixed-line calls reached 46.7 billion minutes, a year-on-year decrease of 6.2%. In the first half of the year, the national mobile short message business volume decreased by 2.2% year-on-year, 4.7 percentage points lower than that in the first quarter; mobile short message business revenue increased by 15.7% year-on-year.

Figure 7 Growth rate of mobile phone users and call duration from January to June 2020-2021

Figure 8 Year-on-year growth of mobile SMS business volume and revenue from January to June 2020-2021

V. Communication Capability

Speed up the construction of broadband network.As of the end of June, the number of Internet broadband access ports nationwide reached 982 million, a net increase of 35.63 million over the end of the previous year. Among them, the number of optical fiber access (FTTH/O) ports reached 918 million, a net increase of 37.9 million over the end of the previous year, and the proportion increased from 93% at the end of the previous year to 93.5%. The deployment of gigabit broadband is accelerated, and the 10G PON port has entered a period of rapid construction.

Figure 9 Development of the number of Internet broadband access ports at the end of June 2019-2021

The number of mobile phone base stations has grown rapidly, and the construction of 5G networks has been steadily advancing.As of the end of June, the total number of mobile phone base stations reached 9.48 million, a net increase of 170,000 over the end of the previous year. Among them, the total number of 4G base stations was 5.84 million, accounting for 61.6%; the total number of 5G base stations was 961,000, of which 190,000 were newly built from January to June.

The total length of fiber optic cable lines has steadily increased.As of the end of June, the total length of optical cable lines nationwide reached 53.52 million kilometers, a net increase of 1.828 million kilometers over the end of the previous year. Among them, the proportion of access network optical cable, local network relay optical cable and long-distance optical cable line is 63.5%, 34.4% and 2.1% respectively; the net increase of access network optical cable is 1.928 million kilometers over the end of the previous year, and the proportion has increased by 2 percentage points year-on-year. Promote the further optimization and upgrading of the optical fiber network.

Figure 10 Development of the total length of optical cable lines at the end of June 2019-2021

6. Regional Development

The growth rate of mobile Internet access traffic in the central region is leading, and the increase in the eastern region is larger.上In half a year, the mobile Internet access traffic in the eastern, central, western and northeastern regions reached 43.8 billion GB, 23.1 billion GB, 30.7 billion GB and 5.66 billion GB respectively, a year-on-year increase of 40%, 41.4%, 35.5% and 34.8%; The speed is 2.8 percentage points ahead of the country, and the growth rate of the eastern region increased by 10.5 percentage points year-on-year. Among them, the average mobile Internet access (DOU) per household in the four provinces of Tibet, Yunnan, Xinjiang and Qinghai exceeded 18GB/month in June; the DOU value of Tianjin, Shandong, Hubei, Sichuan, Liaoning and other provinces and cities increased by more than 40% year-on-year. %; The difference between the highest and lowest DOU values in each province is 14GB/household·month, and the difference is 4.9GB/household·month larger than the same period last year.

图11  2021年6月移动互联网户均流量（DOU）各省情况

东部地区新兴业务收入规模明显领先，中西部地区增长迅猛。上半年，东、中、西部和东北地区分别完成新兴业务收入679亿元、170亿元、208亿元和43亿元，同比分别增长22.5%、40.1%、36.7%和28.8%；在各自电信业务收入中的占比分别达到18.1%、11.8%、12%和10.8%，其中北京、上海新兴业务收入占比已超25%。

Figure 11 Mobile internet traffic per household (DOU) by province in June 2021

Source: Operation Monitoring and Coordination Bureau of the Ministry of Industry and Information Technology