BCG-中国网通战略咨询报告完整版课件.ppt

CHINA NETCOM BUSINESS PLAN UPDATE;TODAY’S OBJECTIVES;CONTENT;KEY CNC STRATEGIC PRINCIPLES;CNC SHAREHOLDERS;BACKBONE BUSINESS;LOCAL ACCESS BUSINESS;INTERNATIONAL GATEWAY BUSINESS;REGULATORY STRATEGY;COMPETITIVE STRATEGY;MARKETING STRATEGY;CONTENT;REGULATORY HIGHLIGHTS;KEY REGULATORY ISSUES AND IMPLICATIONS;KEY REGULATORY BODIES AND RESPONSIBILITIES;KEY LICENSE ASPECTS AND IMPLICATION TO CNC;NATURE, SCOPE AND NUMBER OF LICENSES;INTERCONNECTION ISSUES AND IMPLICATION TO CNC;CLEAR GUIDANCE FOR INTERCONNECT ALREADY PUBLISHED, LOCAL PTA OBLIGED TO FOLLOW;THE PROCESS OF LOCAL INTERCONNECT IS GENERALY SMOOTH But There’s Great Difficulty in Some Cities;TERMINATION SETTLEMENT MAY REDUCE CNC MARGIN (I);TERMINATION SETTLEMENT MAY REDUCE CNC MARGIN (II)Example: National Long Distance;KEY PRICING REGULATION ISSUES AND IMPLICATION TO CNC;LEASED LINE COST HIGHEST AMONG INTERCONNECT COSTSApproximately RMB 134K/month to Link up One City;ROW AND ISSUES RELATED TO BULIDING LOCAL LOOP;FREQUENCY FOR WIRELESS BB NEED TO BE ALLOCATEDCurrently Only Narrow Band Wireless Spectrum Assigned;OTHER REGULATIONS AND OBLIGATIONS;KEY CNC BUSINESS OBJECTIVES AND CORRESPONDING REGULATORY IMPERATIVES;OBTAIN FREQUENCY SPECTRUM IN 6 MONTHS TIME FRAMETo Ensure LMDS Solution Is Available Before June 2000;OBTAIN REGULATORY SUPPORT FOR UTILITY PREVILEGEAvoid Case-by-case Local Negotiation to Ensure Quick Deployment;OBTAIN STRONG ENFORCEMENT AND FAIR SETTLEMENT RATETo Ensure Optimal Economics, Also Obtain Equal Access Provisions;SUMMARY: KEY REGULATORY RELATED CNC IMPERATIVES;CONTENT;KEY FINDINGS IN MARKET ASSESSMENT (I);KEY FINDINGS IN MARKET ASSESSMENT (II);CONTENT;DEMAND MODELING METHODOLOGY;2004 TELECOM MARKET PROJECTED TO BE RMB 676 BNData And Internet Services Are The Growth Engine Going Forward;1998 TELECOM MARKET IS RMB 239 BN;MARKET FORECAST;BACKUP: DRIVERS AND ASSUMPTIONS; DATA AND INTERNET SERVICES SHOW SUBSTANTIAL POTENTIAL FOR GROWTH: 37% CAGR 1999-2004;EMERGING DATA SERVICES WILL ACCOUNT