Restructuring of the major telecom operators, does that mean?.

<P> Keywords: branded consumer to build China Mobile, China Telecom, China Unicom </ P> <P> Although rumors every time a re-emergence of a larger communications sector will rise, but what of the major restructuring of telecommunications operators and telecommunications equipment .Business does that mean? .Recently, Guotai Junan released a research report that, in the reorganization is the preferred communications stocks, China Telecom, China Mobile is still considered from a business level, the safest choice, and the situation of China Unicom, as the restructuring plan will have to be. .</ P> <P> the same time, telecom equipment manufacturers restructuring will bring more investment opportunities, so as the three established full-service provider of telecommunications investment in 2009 and 2010 will be increased significantly, which will .the profitability of the overall communications equipment industry cycle extension, which is the preferred communications equipment company ZTE (000063.SZ). .</ P> <P> report that if the future development of China Mobile's TD, the future development of China Telecom CDMA, then the most powerful technology ZTE (TD, CDMA) will have the most powerful of the two operators (mobile, telecommunications) .investment support. .</ P> <P> present, the possibility of the industry that the version of the largest telecommunications restructuring, China Mobile merge China Railcom, China Unicom, after splitting, C network into China Telecom, to retain G network business with China Netcom merger, reorganization complete .will be followed by the formation of three full-service provider. .</ P> <P> While the government program has not been confirmed, but according to sources, has a higher-level approval. .</ P> <P> Guotai Junan report that, regardless of which Zhang is to obtain mobile network, after completion of the restructuring of China Telecom's business in terms of mean long-term inflection point, while China Telecom has been a long-term fixed-mobile converged services for .Therefore, the restructuring of China Telecom will benefit. .</ P> <P> restructuring, China Mobile will face two new competitors, the original "a dominant" pattern was the collapse, but due to new competitors require at least 1 to 2 years to achieve profitability effects .Meanwhile, China Mobile is using the most rigorous and prudent financial processing means for ensuring that the next 2 to 3 years, 25% to 30% earnings growth rate, therefore, the report said, from a business point of view, China Mobile is still the most .safe choice. .</ P> <P> As for the case of China Unicom, as the restructuring plan will have to be. .Report that, if the G-network of China Unicom merged with China Telecom, the China Telecom and China Unicom's shareholders is a double positive. .</ P> <P> reason is that access G networks of China Telecom has a very clear after the evolution of WCDMA development line, will be the next 2 to 3 years with China Mobile's most powerful rival operators, China Unicom network if retained G .merge with China Netcom, will form a "weak association" of the situation, it is difficult with China Mobile and China Telecom compete. .World Brand Lab (brand.) </ P> <P> However, it is understood that China Unicom will merge with China Telecom G network the possibility of very small, the current G network is the most profitable piece of China Unicom's business, the number of users reached .100 million or more, while the C of only 40 million network users. .More importantly, G networks and users of capital in the listed company, and C networks are the only user listed companies, listed companies to lease the way to the Group's lease CDMA network, so if you spin off the G network, which means .operation will be more complicated. .</ P> </ p>.