2010 2011316
!!!!
1 2010 2 2010 3 2010
1 2010
! 7.3%! 24.7%! 5.8! 18.6%! 15.2%! 49.4% 3G! 3G2,000! 3G656! 2010 3.014! 2011 43%
2009 2010 52,228.3 58,401.7* 11.8% 4,521.03 4,852.31 7.3% EBITDA 2,290.23 2,393.82 4.5% EBITDA 50.7% 49.3% -1.4 1,151.66 1,196.40 3.9% (%) 25.5% 24.7% -0.8 5.74 5.96 3.9% 3G2,070.2
!!!!!!!!
M2M!!!!!!
1,294 1,294 28.6% 1,243 25.6% 1,324 1,304 1,255 4% 9% 7% 23% 13% 3% 12% 7% 11% 14% 44% 53% 2009 2010 2011 2012 2013 2010 2011!! WLAN!!
3GLTE! 3G! 3GTD-LTE! TD-LTELTE FDD! TD-LTE! TD-LTE TD-LTE Advanced ITU4G TD-LTELTE FDD TD-LTE TD-LTE D 8TD-LTE TD-LTE Global TD- LTE Initiative (GTI) TD-LTE
!!!!!!!!!!!!
2 2010
!! 6,173!! MOU5215.4%!! 31.2%!! Mobile Market 51.1!!
6,503.3 60% 6,173.4 53% 52,228.3 58,401.7 2009 2010 2009 2010!!!!!! 293 36%
29,187.1 494 18.6% 34,616.2 521 3,206.69 4.1% 3,337.96 2009 2010 2009 2010 MOU!!
29.1% 15.2% 31.2% 1,514.35 234.64 11.4% 261.43 1,314.34 325.63 204.35 380.65 305.30 2009 2010 12580 535.57 526.15! 5225! 1,5001 248.79 302.25! 5975 15 2009 2010! 85590! 278153! 4603,000! 1077
MB 49.4% 305.30 112.3% 1,030.9 204.35 485.6 2009 2010 2009 2010!!!
增强移动互联网领域竞争力 移动应用商场 开发者社区 应用 手机客户端 WAP 自有业务 数据产品 应用 数据产品 WWW 发挥移动应用商场战略支点作用 增强移动互联网关键基础能力! 成为移动互联网业务和应用综合营销平台! 业务访问优选WLAN 成为分流大数据流量的低成 本有效途径! 累计注册客户3,500万户 累计应用下载 量达到1.1亿次 累计开发者达到110万 各类应用5万件! 坚持开放 合作 共赢! WLAN网络能力和产品质量提升 业务迅猛增长 计费时长增长近6倍! 启动仓储式 低成本IDC的建设 进行云计算试点 19
!!! M2M690!! 10!!
, + 2G 3G WLAN! 2G3GWLANLTE! WLAN 5.65! 77!!!
3G! 3G2! 3G2G! 3G656 13.5! 3G3G99.45% 0.4%! TDTD52173! TDTD50%! 3G!
3 2010
52,228.3 11.8% 58,401.7 2009 2010 7.3% 4,852.31 4,521.03 29,187.1 18.6% 34,616.2 2009 2010 2009 2010 1,314.34 15.2% 1,514.35 2009 2010
EBITDA 2,290.23 4.5% 2,393.82 50.7% 49.3% 3.9% 5.96 5.74 2009 2010 EBITDA 3.9% 1,196.40 1,151.66 25.5% 24.7% 2009 2010 2009 2010 2010 5.58 20101231
!!!!!! 2,071.23 2009 2,313.79 777.56 2010 1,070.32!!! 2009 2010
2010 2009 6.2% 5.5% 2010 10.9% 11.9% 6.3% 4.5% 7.8% 7.2% 31.2% 31.2% 29.1% 64.4% 4.4% xxx%
7.3% 55.02 4,852.31 100.95 4,521.03 131.27 53.46 21.5% -9.42-1.8% 49.4% 16.9% 4.1% 2009 2010
67.5 68.9 0.7% 4.8% 0.8% 4.5% 17.7% 4.8% 17.8% 5.0% SG&A 39.5% 40.8% 2009 2010
51.7-2.6% 50.3 0.105-7.6% 0.097 2009 2010 2009 2010 SG&A 30.2-1.5% 29.8 0.027-9.3% 0.025 2009 2010 2009 2010
2010 2009 55.51 7.10 286.15 335.51 341.66 342.61 5,761.57 5,067.48 6,103.23 5,410.09 5.6% 6.3% 2,923.46 2,645.07 2,581.80 2,302.46 171x 120x A1 Aa3 A+ AA-
20101231 2010 2009 3,123.49 3,006.32 1,514.35 1,314.34 214.47 200.37 4,852.31 4,521.03 38.97 30.06 218.86 218.47 862.30 801.79 245.24 214.80 1,979.40 1,785.83 2010 2009 1,507.54 1,470.08 23.36 17.80 6.85 3.59 56.58 59.40 (9.02) (12.43) 5.58 - (0.18) (0.08) (390.47) (384.13) 1,200.24 1,154.23 3,344.77 3,050.95 1,507.54 1,470.08 20101231 1,196.40 1,151.66 3.84 2.57 1,200.24 1,154.23
20101231 2010 2009 3,218.82 2,873.55 5,400.53 4,640.13 8,619.35 7,513.68 (2,556.30) (2,098.05) (289.02) (339.29) (2,845.32) (2,437.34) 5,774.03 5,076.34
2010 2009 58,401.7 52,228.3 MOU 521 494 ARPU 73 77 0.140 0.155 52,338.9 46,338.6 16,144.1 14,754.2 46,020.1 40,621.7 7,109.83 6,812.25 3.22% 3.30%
1933 A1934E 20-F