First, overall operation
The growth rate of telecommunications business revenue has been steadily increasing. From January to April 2020, the total revenue of telecom business was 456.2 billion yuan, an increase of 2.3% year-on-year, and the growth rate increased by 1.6 percentage points year-on-year, an increase of 0.5 percentage points from the growth rate from January to March. The total telecommunications business calculated at constant prices in the previous year was 460.8 billion yuan, an increase of 19% year-on-year, and the growth rate was 1.3 percentage points higher than that from January to March.
Revenue of fixed communication business grew rapidly, and the decline of mobile communication business revenue increased. From January to April, the three basic telecommunications companies achieved fixed communication business revenue of 156.5 billion yuan, an increase of 12% year-on-year, accounting for 34.3% of the telecommunications business revenue, an increase of 1.1%and 2.2%from the same period last year and January to March; and they realized mobile communication business revenue of 299.7 billion yuan, a year-on-year decrease of 2.2%, a decrease of 0.3 percentage points from January to March, but narrowed by 0.7 percentage points from the end of the previous year, accounting for 65.7% of telecommunications business revenue.
Revenue of data and internet business has been rising steadily, supporting the steady growth of revenue of telecommunications business. From January to April, three basic telecommunications companies completed fixed and mobile data and Internet business revenues of 77.6 billion yuan and 211.5 billion yuan respectively, up 9.1% and 2.7% year-on-year, accounting for 17% and 46.4% of telecommunications business revenue, respectively. The proportion increased by 1 and 0.4 percentage points year-on-year, driving the growth of telecommunications business revenue by 1.4 and 1.3 percentage points, becoming the main pillar of the stable growth of telecommunications business revenue.
Fixed value-added and other incomes accelerating growth are the first driving force for revenue growth of telecommunications business. Three basic telecommunications companies actively develop emerging businesses such as IPTV, Internet data centers, big data, cloud computing, artificial intelligence, etc. From January to April, they completed a total of 58.5 billion yuan in value-added business revenue, an increase of 22.1% year-on-year, and the growth rate was higher than that in January-March. An increase of 3.2 percentage points accounted for 12.8% of the telecommunications business revenue, driving telecom business revenue growth of 2.4 percentage points.
Second, the development of telecommunications users
The scale of mobile phone users remained stable, with 4G users accounting for 80%. As of the end of April, the total number of mobile phone users of the three basic telecommunications companies reached 1.59 billion, which was basically the same as the same period last year. Among them, the number of 4G users was 1.273 billion, accounting for 80% of the total number of mobile phone users, and the proportion fell by 0.2 percentage points from the end of March. 4G users accelerated their migration to 5G.
The number of fixed broadband access users has grown steadily, and the proportion of 100M fiber access users has gradually increased. As of the end of April, the total number of fixed Internet broadband access users of the three basic telecommunications companies reached 459 million, a year-on-year increase of 7.6%, and a net increase of 9.26 million from the end of the previous year. Among them, 427 million fiber access (FTTH/O) users accounted for 93.1% of the total fixed broadband Internet access users. Fixed Internet broadband access users with access rates of 100 Mbps and above reached 393 million, accounting for 85.7% of the total number of users, accounting for an increase of 0.4 percentage points from the end of March.
The scale of cellular Internet of Things and IPTV users is expanding rapidly, and the penetration rate of mobile Internet users to mobile phone users continues to rise. As of the end of April, the three basic telecommunications companies developed 1.091 billion end-users of cellular IoT, a year-on-year increase of 46.6%, a net increase of 63.7 million from the end of the previous year. Among them, the growth of end users used in smart manufacturing, smart public utilities and smart transportation has more than 30%. The total number of IPTV (Internet TV) users reached 300 million, a year-on-year increase of 8.8%. The number of mobile Internet users reached 1.306 billion, and the penetration rate of mobile phone users was 82.1%, an increase of 0.6 percentage points from the end of March, and basically recovered to the level of the end of last year.