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联通混改试验 王晓初的新挑战

2017-08-22 13:26:20   中国经济网

“市场竞争却拼得越来越厉害。”李霞说,运营商一般自上而下地网格化分配销售任务,把销售任务分解给集团企业渠道、学校渠道、营业部渠道、电商渠道等,会设立业绩奖励,哪个部门先达到销售额,就可以拿到奖金。之前电信宽带的续租,需要到营业厅或者打服务电话办理,但今年,电信通过支付宝等渠道会向用户推送宽带续约的信息,手机上操作就可以办理。

作为最后的阵地,联通的固网宽带业务在2016年10月被移动超越。这一月,中国移动的固网用户数上升到7551万户,超过联通的7547万户,到了 2017年6月,电信、移动、联通的固网宽带份额进一步变为43%、31%、26%。

“联通混改确实让电信触动很大,尤其是跟腾讯合作的王卡。”李霞对时代周报记者说,据联通官方公布的数据,2017年上半年,与腾讯推出大小王卡的半年中,新增了2000万用户,与阿里的合作也带来300万新用户。

在微信页面显著位置推广的“腾讯王卡”,是可以让用户以19元月租免流量费使用腾讯系APP。时代周报记者采访的试用者评论说:“感觉这张卡最有前途,其他都只是觉得比一般的便宜而已,免流量打腾讯游戏、看腾讯新闻、直播、电影等,连wi-fi都不用装了。”

“中国电信从2017年初开始重视与互联网企业的打包流量销售,2017年4月,中国电信联合乐视视频、PPTV、爱奇艺、今日头条等,一口气推出5张不同的免流量卡。”李霞对时代周报记者说,这种业务技术上难度不大,多年前就有运营商销售指定用途的流量的尝试,比如专门用来看优酷视频的1G的流量,“现在就是跟互联网企业谈,整体打包销售流量”。

 掀动市场

王素芳的选择跟李霞完全相反。被媒体称为“最牛散户”的她,赚到了让李霞羡慕的浮盈。

2016年中国联通的年报显示,王素芳出现在流通股东的名录上,新近持股8754万股,2017年1季报显示,王素芳继续增持,持股数量达到1.28亿股,占总股本比例为0.6%。

自2017年3月31日开始,中国联通因混改事项停牌,8月21日终于以涨停的姿势开盘。

对比国企混改指数与上证指数,从2016年5月到2017年初,前者的涨幅要明显超越后者;成立于2015年的易方达国企改革指数分级基金(502006),在联通混改公布后的8月18日,创下9.93%的惊人涨幅,8月21日开盘曾再度接近涨停。

根据混改公告,具体方案是,采取非公开发行股票的形式,向战略投资者募集资金617.25亿元,采取股份协议转让的形式,向结构调整基金募集资金129.75亿元,采取授予限制性股票的形式,向核心员工募集资金32.13亿元。

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