Cancel the “unlimited package” and “4G speed limit”, what should operators do?

Editor’s note: This article is from WeChat public number “fresh jujube class” (ID: Xzclasscom), author Xiaozaojun.

Today, China Telecom announced its first half of the financial report.

According to the financial report, China Telecom’s operating income in the first half of the year reached 190.48 billion yuan (RMB, the same below), and net profit reached 13.909 billion yuan, up 2.5% over the same period last year.

  So far, the data of the first half of the domestic three major operators have been announced.
  The data comparison is as follows:
The inflection point has arrived, the operator's 2019 big changeThe inflection point has arrived,  The operator's 2019 big change

Overall, the revenues of the three major operators have declined slightly.

In terms of net profit, each family has a happy and worried situation.
  China Mobile’s net profit declined significantly.
  As we all know, China Mobile’s net profit is more than several times the sum of the other two, so this absolute value is still quite large, once caused a sensation in the industry.

Let’s compare the user development of the three operators.

as shown below:
The inflection point has arrived, the operator's 2019 big changeThe inflection point has arrived, the operator's 2019 big change

From In terms of user growth, the number of mobile subscribers of China Telecom has grown significantly. One out of every two new mobile users is China Telecom.
  The number of fixed broadband subscribers of China Mobile has grown significantly. China Mobile accounted for 72.4% of the net increase users in the first half of the year.

Although the number of users has increased,