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China Stock Listed Communication Companies Report, 2006-2007
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By the end of July, 2007, there have been more than thirty public companies in mainland China, including China Unicom, Bird, Datang, Eastern Communications, Yangtze Communication, China Satcom Guomai Communications, and ZTE etc.
Turnover Trends of China Unicom, 2001-2006
In Jan-May 2007, the total business value of China communication industry reached RMB 748.2 billion, up 26.1% year-on-year, among which the telecommunication business amounted to RMB 715.05 billion, up 26.8%; and the postal business RMB 33.15 billion, up 13.2%. Generally, the operating income of China communication industry reached RMB 318.67 billion, increasing 10.1% year-on-year, among which the operating income of telecommunication business was RMB 288.68 billion, increasing 9.6%; and postal business RMB 29.98 billion, increasing 15.2%.
Fixed phone users kept rising slowly. From Jan to May 2007, fixed phone users increased by 4.39 million to 372.21 million, among which the newly increased fixed phone users in May were 213,000. From Jan to May 2007, telephone users in cities increased 2.70 million up to 254 million, the newly increased telephone users in the countryside were 1.70 million to 118 million. Wireless users decreased by 211,000, reaching to 90.92 million, accounting for 24.4% that of the fixed telephone users and descending by 0.4%.
Since the second half of 2006, mobile users were increasing each month. Mobile phone users tended to accelerate the pace of growth. In May 2007, newly increased telephone users in China were 7.16 million, adding up the user of mobile phone to 494.60 million. It is estimated that in the first half of this year, it would break the record of 500 million households. As the same time, internet users of fundamental telecom enterprises will tend to adopt broadband a lot. From Jan to May 2007, internet users adopting dial will decrease by 4.59 million to 21.84 million. While users newly access to broadband internet were 6.34 million, reaching 58.24 million.
As for the business structure, income from mobile communication and income from fixed data communication increased by 16% and 45.9% year-on-year respectively, each taking up 2.74% and 1.95% higher in its proportion to the total communication business income. In contrast, income from local fixed telephone decreased 4.2% year-on-year, accounting for 3.71% lower in its proportion to the total communication business income. In mobile communication field, mobile data service develops fast, with business income growth to 31.4%. Fixed local call dropped by 5.1% year-on-year, whereas, mobile local call increased by 35.5%, which showed us with a stronger substitutive for fixed phones. From Jan to May 2007, total distant call time was 162.35 billion minutes, increasing 19.7% year-on-year, among which the traditional distant fixed telephone call time, distant mobile call time, IP Mobile call time increased by 6.4%, 59.1% and 4.7% respectively. Distant mobile call time took up 35.4% of total distant call time, increasing 8.8% year-on-year. Meanwhile, both proportions of distant fixed telephone call time and IP telephone time dropped somewhat.
This report introduces thirty stock listed communication companies on overall comparison, performance, operating and investment, and gives detailed analysis on major business structure and new market trend.
1. Overall Introduction to China Communication Industry in 2006-2007
1.1 Development of China Communication Industry
1.2 Micro Environment and Laws & Regulations
1.3 Foreign Capital and China Communication
2. Analysis of Overall Data from listed Companies in China Communication Industry
2.1 Operating and Financial Index
2.2 Main Business Structure
2.3 Performance of the Companies
3. Listed Companies in Communication Industry in 2006-2007
3.1 China Unicom (600050)
3.1.1 Brief Introduction
3.1.2 Operation and Income
3.1.3 Investment
3.1.4 Main Business Structure
3.1.5 Latest Market Trend and Future Development
3.2 Sunwave Communication (002115)
3.2.1 Brief Introduction
3.2.2 Operation and Income
3.2.3 Investment
3.2.4 Main Business Structure
3.2.5 Latest Market Trend and Future Development
3.3 Jiangsu ETERN Group (600105)
3.3.1 Brief Introduction
3.3.2 Operation and Income
3.3.3 Investment
3.3.4 Main Business Structure
3.3.5 Latest Market Trend and Future Development
3.4 China Satcom (600118)
3.4.1 Brief Introduction
3.4.2 Operation and Income
3.4.3 Investment
3.4.4 Main Business Structure
3.4.5 Latest Market Trend and Future Development
3.5 Guomai Technologies (002093)
3.5.1 Brief Introduction
3.5.2 Operation and Income
3.5.3 Investment
3.5.4 Main Business Structure
3.5.5 Latest Market Trend and Future Development
3.6 Bird (600130)
3.6.1 Brief Introduction
3.6.2 Operation and Income
3.6.3 Investment
3.6.4 Main Business Structure
3.6.5 Latest Market Trend and Future Development
3.7 Datang (600198)
3.7.1 Brief Introduction
3.7.2 Operation and Income
3.7.3 Investment
3.7.4 Main Business Structure
3.7.5 Latest Market Trend and Future Development
3.8 Daheng New Epoch (600288)
3.8.1 Brief Introduction
3.8.2 Operation and Income
3.8.3 Investment
3.8.4 Main Business Structure
3.8.5 Latest Market Trend and Future Development
3.9 Yangtze Communication (600345)
3.9.1 Brief Introduction
3.9.2 Operation and Income
3.9.3 Investment
3.9.4 Main Business Structure
3.9.5 Latest Market Trend and Future Development
3.10 Routon Electronic (600355)
3.10.1 Brief Introduction
3.10.2 Operation and Income
3.10.3 Investment
3.10.4 Main Business Structure
3.10.5 Latest Market Trend and Future Development
3.11 Zhongchuang Telecom Test (600485)
3.11.1 Brief Introduction
3.11.2 Operation and Income
3.11.3 Investment
3.11.4 Main Business Structure
3.11.5 Latest Market Trend and Future Development
3.12 Hengtong Photoelectric (600487)
3.12.1 Brief Introduction
3.12.3 Operation and Income
3.12.3 Investment
3.12.4 Main Business Structure
3.12.5 Latest Market Trend and Future Development
3.13 Fiberhome Mobile Communication (600498)
3.13.1 Brief Introduction
3.13.2 Operation and Income
3.13.3 Investment
3.13.4 Main Business Structure
3.13.5 Latest Market Trend and Future Development
3.14 Zhongtian Technology (600522)
3.14.1 Brief Introduction
3.14.2 Operation and Income
3.14.3 Investment
3.14.4 Main Business Structure
3.14.5 Latest Market Trend and Future Development
3.15 New Sea Union Telecom (002089)
3.15.1 Brief Introduction
3.15.2 Operation and Income
3.15.3 Investment
3.15.4 Main Business Structure
3.15.5 Latest Market Trend and Future Development
3.16 China Satcom Guomai Communications (600640)
3.16.1 Brief Introduction
3.16.2 Operation and Income
3.16.3 Investment
3.16.4 Main Business Structure
3.16.5 Latest Market Trend and Future Development
3.17 Shanghai Feilo (600654)
3.17.1 Brief Introduction
3.17.2 Operation and Income
3.17.3 Investment
3.17.4 Main Business Structure
3.17.5 Latest Market Trend and Future Development
3.18 C&W Technology (600658)
3.18.1 Brief Introduction
3.18.2 Operation and Income
3.18.3 Investment
3.18.4 Main Business Structure
3.18.5 Latest Market Trend and Future Development
3.19 Aerospace Communications (600677)
3.19.1 Brief Introduction
3.19.2 Operation and Income
3.19.3 Investment
3.19.4 Main Business Structure
3.19.5 Latest Market Trend and Future Development
3.20 Shanghai Potevio (600680)
3.20.1 Brief Introduction
3.20.2 Operation and Income
3.20.3 Investment
3.20.4 Main Business Structure
3.20.5 Latest Market Trend and Future Development
3.21 Coship Electronic (002052)
3.21.1 Brief Introduction
3.21.2 Operation and Income
3.21.3 Investment
3.21.4 Main Business Structure
3.21.5 Latest Market Trend and Future Development
3.22 CEC Corecast (600764)
3.22.1 Brief Introduction
3.22.2 Operation and Income
3.22.3 Investment
3.22.4 Main Business Structure
3.22.5 Latest Market Trend and Future Development
3.23 Eastern Communications (600776)
3.23.1 Brief Introduction
3.23.2 Operation and Income
3.23.3 Investment
3.23.4 Main Business Structure
3.23.5 Latest Market Trend and Future Development
3.24 Sun-create Electronics (600990)
3.24.1 Brief Introduction
3.24.2 Operation and Income
3.24.3 Investment
3.24.4 Main Business Structure
3.24.5 Latest Market Trend and Future Development
3.25 Shenzhen Sed Industry (000032)
3.25.1 Brief Introduction
3.25.2 Operation and Income
3.25.3 Investment
3.25.4 Main Business Structure
3.25.5 Latest Market Trend and Future Development
3.26 China Kejian (000035)
3.26.1 Brief Introduction
3.26.2 Operation and Income
3.26.3 Investment
3.26.4 Main Business Structure
3.26.5 Latest Market Trend and Future Development
3.27 ZTE (000063)
3.27.1 Brief Introduction
3.27.2 Operation and Income
3.27.3 Investment
3.27.4 Main Business Structure
3.27.5 Latest Market Trend and Future Development
3.28 CITIC Guoan (000839)
3.28.1 Brief Introduction
3.28.2 Operation and Income
3.28.3 Investment
3.28.4 Main Business Structure
3.28.5 Latest Market Trend and Future Development
3.29 Huiyuan Communication (000586)
3.29.1 Brief Introduction
3.29.2 Operation and Income
3.29.3 Investment
3.29.4 Main Business Structure
3.29.5 Latest Market Trend and Future Development
3.30 Fuzhou FuFa (000547)
3.30.1 Brief Introduction
3.30.2 Operation and Income
3.30.3 Investment
3.30.4 Main Business Structure
3.30.5 Latest Market Trend and Future Development
4. Development Trend of China Communication Industry after 2007
Ranking of Listed Communication Companies by Total Asset, 2006-2007
Ranking of Listed Communication Companies by Turnover, 2006-2007
Ranking of Listed Communication Companies by Profit, 2006-2007
Ranking of Listed Communication Companies by Currency Asset, 2006-2007
Ranking of Listed Communication Companies by Liability/Asset Ratio, 2006-2007
Ranking of Listed Communication Companies by Market Value, 2007
Ranking of Listed Communication Companies by EPS, 2007
Ranking of Listed Communication Companies by ROE, 2007
Ranking of Listed Communication Companies by NTA, 2007
Ranking of Listed Communication Companies by PE, 2007
Ranking of Listed Communication Companies by Price/Book Value Ratio, 2007
Turnover and Profits of China Unicom, 2002-2007
Total Asset and Cash Flow of China Unicom, 2002-2007
Top Ten Shareholders of China Unicom, 2007
Sales Value by Product (Industry) of China Unicom, 2006-2007
Profit by Product (Industry) of China Unicom, 2006-2007
Turnover and Profit of ETERN, 2002-2007
Total Asset and Cash Flow of ETERN, 2002-2007
Top Ten Shareholders of ETERN, 2007
Sales Value by Product (Industry) of ETERN, 2006-2007
Profit by Product (Industry) of ETERN, 2006-2007
Turnover and Profit of China Satcom, 2002-2007
Total Asset and Cash Flow of China Satcom, 2002-2007
Top Ten Shareholders of China Satcom, 2007
Sales Value by Product (Industry) of China Satcom, 2006-2007
Profits as per Product (Industry) of China Satcom, 2006-2007
Turnover and Profit of Bird, 2002-2007
Total Asset and Cash Flow of Bird, 2002-2007
Top Ten Shareholders of Bird, 2007
Sales Value by Product (Industry) of Bird, 2006-2007
Profit by Product (Industry) of Bird, 2006-2007
Turnover and Profit of Datang, 2002-2007
Total Asset and Cash Flow of Datang, 2002-2007
Top Ten Shareholders of Datang, 2007
Sales Value by Product (Industry) of Datang, 2006-2007
Profit by Product (Industry) of Datang, 2006-2007
Turnover and Profit of Daheng, 2002-2007
Total Asset and Cash Flow of Daheng, 2002-2007
Top Ten Shareholders of Daheng, 2007
Sales Value by Product (Industry) of Daheng, 2006-2007
Profit by Product (Industry) of Daheng, 2006-2007
Turnover and Profit of Yangtze Communication, 2002-2007
Total Asset and Cash Flow of Yangtze Communication, 2002-2007
Top Ten Shareholders of Yangtze Communication, 2007
Sales Value by Product (Industry) of Yangtze Communication, 2006-2007
Profit by Product (Industry) of Yangtze Communication, 2006-2007
Turnover and Profit of Routon Electronic, 2002-2007
Total Asset and Cash Flow of Routon Electronic, 2002-2007
Top Ten Shareholders of Routon Electronic, 2007
Sales Value by Product (Industry) of Routon Electronic, 2006-2007
Profit by Product (Industry) of Routon Electronic, 2006-2007
Turnover and Profit of Zhongchuang Telecom Test, 2002-2007
Total Asset and Cash Flow of Zhongchuang Telecom Test, 2002-2007
Top Ten Shareholders of Zhongchuang Telecom Test, 2007
Sales Value byr Product (Industry) of Zhongchuang Telecom Test, 2006-2007
Profit by Product (Industry) of Zhongchuang Telecom Test, 2006-2007
Turnover and Profit of Hengtong Photoelectric, 2002-2007
Total Asset and Cash Flow of Hengtong Photoelectric, 2002-2007
Top Ten Shareholders of Hengtong Photoelectric, 2007
Sales Value by Product (Industry) of Hengtong Photoelectric, 2006-2007
Profit by Product (Industry) of Hengtong Photoelectric, 2006-2007
Turnover and Profit of Fiberhome Mobile Communication, 2002-2007
Total Asset and Cash Flow of Fiberhome Mobile Communication, 2002-2007
Top Ten Shareholders of Fiberhome Mobile Communication, 2007
Sales Value by Product (Industry) of Fiberhome Mobile Communication, 2006-2007
Profit by Product (Industry) of Fiberhome Mobile Communication, 2006-2007
Turnover and Profit of Zhongtian Technology, 2002-2007
Total Asset and Cash Flow of Zhongtian Technology, 2002-2007
Top Ten Shareholders of Zhongtian Technology, 2007
Sales Value by Product (Industry) of Zhongtian Technology, 2006-2007
Profit by Product (Industry) of Zhongtian Technology, 2006-2007
Turnover and Profit of Feilo, 2002-2007
Total Asset and Cash Flow of Feilo, 2002-2007
Top Ten Shareholders of Feilo, 2007
Sales Value by Product (Industry) of Feilo, 2006-2007
Profit by Product (Industry) of Feilo, 2006-2007
Turnover and Profit of C&W Technology, 2002-2007
Total Asset and Cash Flow of C&W Technology, 2002-2007
Top Ten Shareholders of C&W Technology, 2007
Sales Value by Product (Industry) of C&W Technology, 2006-2007
Profit by Product (Industry) of C&W Technology, 2006-2007
Turnover and Profit of Aerospace Communications, 2002-2007
Total Asset and Cash Flow of Aerospace Communications, 2002-2007
Top Ten Shareholders of Aerospace Communications, 2007
Sales Value by Product (Industry) of Aerospace Communications, 2006-2007
Profit by Product (Industry) of Aerospace Communications, 2006-2007
Turnover and Profit of Shanghai Potevio, 2002-2007
Total Asset and Cash Flow of Shanghai Potevio, 2002-2007
Top Ten Shareholders of Shanghai Potevio, 2007
Sales Value by Product (Industry) of Shanghai Potevio, 2006-2007
Profit by Product (Industry) of Shanghai Potevio, 2006-2007
Turnover and Profit of CEC Corecast, 2002-2007
Total Asset and Cash Flow of CEC Corecast, 2002-2007
Top Ten Shareholders of CEC Corecast, 2007
Sales Value by Product (Industry) of CEC Corecast, 2006-2007
Profit by Product (Industry) of CEC Corecast, 2006-2007
Turnover and Profit of Eastern Communications, 2002-2007
Total Asset and Cash Flow of Eastern Communications, 2002-2007
Top Ten Shareholders of Eastern Communications, 2007
Sales Value by Product (Industry) of Eastern Communications, 2006-2007
Profit by Product (Industry) of Eastern Communications, 2006-2007
Turnover and Profit of Sun Create, 2002-2007
Total Asset and Cash Flow of Sun Create, 2002-2007
Top Ten Shareholders of Sun Create, 2007
Sales Value by Product (Industry) of Sun Create, 2006-2007
Profit by Product (Industry) of Sun Create, 2006-2007
Turnover and Profit of Shenzhen Sed, 2002-2007
Total Asset and Cash Flow of Shenzhen Sed, 2002-2007
Top Ten Shareholders of Shenzhen Sed, 2007
Sales Value by Product (Industry) of Shenzhen Sed, 2006-2007
Profit by Product (Industry) of Shenzhen Sed, 2006-2007
Turnover and Profit of Kejian, 2002-2007
Total Asset and Cash Flow of Kejian, 2002-2007
Top Ten Shareholders of Kejian, 2007
Sales Value by Product (Industry) of Kejian, 2006-2007
Profit by Product (Industry) of Kejian, 2006-2007
Turnover and Profit of ZTE, 2002-2007
Total Asset and Cash Flow of ZTE, 2002-2007
Top Ten Shareholders of ZTE, 2007
Sales Value by Product (Industry) of ZTE, 2006-2007
Profit by Product (Industry) of ZTE, 2006-2007
Turnover and Profit of Fuzhou FuFa, 2002-2007
Total Asset and Cash Flow of Fuzhou FuFa, 2002-2007
Top Ten Shareholders of Fuzhou FuFa, 2007
Sales Value by Product (Industry) of Fuzhou FuFa, 2006-2007
Profit by Product (Industry) of Fuzhou FuFa, 2006-2007
Turnover and Profit of Huiyuan Communication, 2002-2007
Total Asset and Cash Flow of Huiyuan Communication, 2002-2007
Top Ten Shareholders of Huiyuan Communication, 2007
Sales Value by Product (Industry) of Huiyuan Communication, 2006-2007
Profit by Product (Industry) of Huiyuan Communication, 2006-2007
Turnover and Profit of Citic Guoan, 2002-2007
Total Asset and Cash Flow of Citic Guoan, 2002-2007
Top Ten Shareholders of Citic Guoan, 2007
Sales Value by Product (Industry) of Citic Guoan, 2006-2007
Profits by Product (Industry) of Citic Guoan, 2006-2007
Turnover and Profit of Coship, 2002-2007
Total Asset and Cash Flow of Coship, 2002-2007
Top Ten Shareholders of Coship, 2007
Sales Value by Product (Industry) of Coship, 2006-2007
Profits by Product (Industry) of Coship, 2006-2007
Turnover and Profit of New Sea Union, 2002-2007
Total Asset and Cash Flow of New Sea Union, 2002-2007
Top Ten Shareholders of New Sea Union, 2007
Sales Value by Product (Industry) of New Sea Union, 2006-2007
Profits by Product (Industry) of New Sea Union, 2006-2007
Turnover and Profit of Sunwave, 2002-2007
Total Asset and Cash Flow of Sunwave, 2002-2007
Top Ten Shareholders of Sunwave, 2007
Sales Value by Product (Industry) of Sunwave, 2006-2007
Profits by Product (Industry) of Sunwave, 2006-2007
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