Over the past six months, four enterprises have launched a fierce fight around the informationization of government and enterprises.
In addition to the normal means of market competition, there are many "dirty tricks and bad tricks"
From ultra-low price competition, to playing customer relations cards, to bidding/collusion, to false bidding, to all kinds of queries and complaints, to subcontracting after winning the bid, to setting binding traps, and so on.
The purpose of unscrupulous means is to "win the project"
What are the achievements of the four major operators in the government and enterprise market in the past six months?
Let's make a brief analysis with the data compiled by "Shu Shuo 123"-
On the whole.
In the first half of 2022, the four major operators (China Mobile, China Telecom, China Unicom and Radio and Television) signed a total of 15032 government and enterprise informatization projects, with a total project amount of 35 billion RMB, with an average of 2.33 million RMB.
Both the total amount of the project and the average amount of a single project are slightly higher than 202 1.
Judging from the winning amount.
China Mobile won the first prize, with the winning amount of 128 1 100 million yuan, accounting for 37%.
China Telecom followed closely, winning the bid of 65.438+0.266 billion yuan, accounting for 36%.
China Unicom ranked third, with the winning bid of 7.84 billion yuan, accounting for 22%, obviously lagging behind.
China Radio and Television ranked last, with the winning bid of 65.438+73 billion yuan, accounting for 5%, and its competitiveness was weak.
Three years ago, the slogan put forward by China Mobile was "to achieve one-third of the global government and enterprise market", but now it is a top priority and has to be implemented by Mobile.
Judging from the number of winning projects
China Telecom won the bid for 5,796 projects, accounting for 39%, ranking first, and the average amount of a single project was 2 1.8 million yuan.
China Mobile won the bid for the 54 10 project, accounting for 36%, ranking second, and the average amount of a single project was 2.37 million yuan.
China Unicom won the bid for 326 1 project, accounting for 22%, ranking third, and the average amount of a single project was 2.4 million yuan.
China Radio and Television won 565 projects, accounting for 4%, ranking fourth, and the average amount of a single project was 3.06 million yuan.
I used to have a "stereotype" that China Mobile had an impact on China Telecom mainly by low-price strategy, but from the average amount of a single project, Mobile was higher than Telecom. My past cognition may be biased, so I apologize to China Mobile.
From the perspective of the industry.
The project amount of "Public Security Law Department" ranked first, reaching 8.993 billion yuan, indicating that the construction of digital government is really in full swing, and the core government departments are still the richest.
Followed by: data resources (3.009 billion), education (2.772 billion), health care (2.343 billion), emergency management (65.438+339 billion), and large residential construction (65.438+244 billion).
Followed by: transportation and logistics (980 million yuan), cultural tourism (822 million yuan), agriculture and rural areas (675 million yuan), finance (64,654.38 billion yuan), finance and taxation (293 million yuan).
The four major operators have their own emphases in the above industries-
China Telecom still dominates the traditional advantageous fields such as finance and emergency management.
China Mobile won medical and health care, agriculture and rural areas, pan-government enterprises, and practiced casting nets and fishing.
China Unicom's performance is relatively mediocre, there is no obvious advantage industry, and it has a slight advantage in the fiscal and taxation industry
China Radio and Television has performed well in the cultural tourism industry due to its corporate attributes.
As far as the project type is concerned,
Traditional ICT projects still rank first, with a total project amount of 654.38+0.49 billion yuan, accounting for 43%.
The second place is big security, with a total project amount of 8 1 100 million yuan, accounting for 23%.
The total amount of ICT+ big security industry is as high as 23 billion, accounting for 66%.
These two industries are typical "low-tech, reselling equipment" projects, which is also the biggest worry for operators to expand the information market of government and enterprises-lack of innovation, big but not strong!
The following industries are: software platform (5.64 billion yuan), basic business (3.73 billion yuan), IDC and Cloud (65.438+96 billion yuan), Internet of Things (470 million yuan) and industrial Internet (220 million yuan).
The four major operators have their own emphases in different types of projects-
China Mobile has advantages in traditional ICT projects, software platforms, IDC and cloud projects.
China Telecom has done well in security and basic services.
China Unicom and China Radio and Television have not demonstrated the project direction with absolute control.
Look at the provincial company
Jiangsu Telecom ranked first, with a winning bid of 2.06 billion yuan.
Guangdong Mobile ranked second, with the winning bid of 65.438+93 billion yuan.
Zhejiang Telecom ranked third, with the winning bid of 65.438+0.45 billion yuan.
Guangdong Telecom ranked fourth, with the winning bid of 65.438+0.2 billion yuan.
Zhejiang Mobile ranked fifth, with the winning bid amount of 65.438+0.07 billion yuan.
Jiangsu Mobile ranked sixth, with the winning bid amount of 65.438+0.06 billion yuan.
Guangdong Unicom ranked seventh, with the winning bid amount of 9 1 10,000 yuan.
Henan Mobile ranked eighth with a winning bid of 870 million yuan.
Beijing Telecom ranked ninth with a bid of 800 million yuan.
Gansu Telecom ranked tenth, with a winning bid of 770 million yuan.
Note: The above data are quoted from "Shu Shuo 123".
Dare to comment-
First, the development quality of operators in the government-enterprise information market is still not high, and traditional ICT projects are still the mainstay. They still lack core competitiveness in IDC and emerging fields such as cloud, Internet of Things and industrial Internet. The key lies in the gap between products, services and solutions and platform-based Internet enterprises.
Second, operators need to further optimize the competition mode, and should work hard on innovation and service to avoid low-quality and low-price competition as much as possible.
Third, the regional development of operators is obviously unbalanced. Guangdong, Jiangsu and Zhejiang provinces account for as much as 30% of the total projects, and industrial digitalization needs to sink further.
Attachment: See the following table for detailed data of the four major operators in each province (quoted from "Shu Shuo 123").