80s

这种药的流通不能解决经营者的收入“焦虑症”_我的网站

一 | 各种官方统计数据尚未公布，但各地区披露的信息显示，部分省市电信业总体呈负增长。    CARACAS, Venezuela -- Early returns in the Venezuelan opposition's presidential primary gave a big lead to former legislator Maria Corina Machado early Monday, and she quickly claimed victory as the voters' choice to lead the campaign to end the decade-long, crisis-ridden presidency of Nicolás Maduro. The independent National Primary Commission, which organized the primary, did not release any results until long after polling stations closed Sunday, blaming internet censorship. The organizers said that in the first 601,110 ballots counted, about 93% picked Machado, who had entered the vote as a strong front-runner. The rest of the votes were scattered among the other nine candidates. There was no indication of how many people cast ballots in all, and organizers were expected to release additional results throughout Monday.“Today, very powerful forces have been unleashed," Machado told supporters gathered outside her campaign headquarters in the capital, Caracas. “Today, we have shown ourselves what we are capable of doing in the face of all the obstacles, in the face of all the abuses.”Holding Venezuela’s first presidential primary since 2012 required the deeply fractured opposition to work together. Venezuelans, in turn, showed up at voting centers in and outside of their homeland to make it count, enthusiastically lining up for hours despite scorching sun and torrential rain.Still, what they saw as a monumental exercise in democracy could still prove futile, if Maduro’s government wishes.While the administration agreed in principle to let the opposition choose its candidate for the 2024 presidential election, it also has already barred Machado from running for office. Maduro’s government has in the past bent the law, retaliated against opponents and breached agreements as it sees fit.Hundreds of people gathered at voting centers in neighborhoods across Caracas even before polls opened. They stayed in line despite a rainstorm that left them soaking wet. They carried umbrellas, folding stools and coffee to ease the expected waits, and leaned against buildings or stood under marquees to try to avoid the rain. Caracas resident Stephanie Aguilar, 34, cried while she waited to vote. She described the primary as the only “salvation” for her country, her daughter and son, and the millions of Venezuelans who decided they had to emigrate due to the nation’s economic and political turmoil. “We want a better country, a free country, for my children ... who have grown up in this government,” Aguilar, a housewife, said as she wiped tears from her face. “They ask, ‘Mom, can we go out to eat?’ No, there is no money. ‘Mom, can we do this thing?’ No, there is no money. It is unfortunate that a society grows up under those conditions.”Venezuelans typically vote at public schools, but the independent commission that oversaw the primary opted to use homes, churches, private schools and other facilities after electoral authorities did not respond to requests for help in a timely manner.Jesús María Casal, head of the National Primary Commission, blamed the hours-long delay in issuing election results on internet restrictions. “Once we began the process of counting the results ... we detected that our server that functioned as a transmission channel was blocked, which prevents us from completing this process as scheduled,” he said.The London-based internet monitoring firm NetBlocks tweeted metrics showing “a disruption to internet connectivity in #Venezuela with high impact to Caracas." It added that a state-owned internet service provider claimed “an issue with its energy backup system.”David Smilde, an expert on Venezuelan politics at Tulane University, said the primary was a “significant achievement” for several reasons, including forcing political leaders and parties within the opposition “to reach out and speak to the people.”“And it has generated considerable enthusiasm and mobilization in a population that has been skeptical of the opposition leadership of late,” he said.Machado, a proponent of free-market economic policies, is a longtime critic of the governing United Socialist Party of Venezuela. She maintained a somewhat low profile for years but dominated the primary campaign by connecting with the same voters she consistently urged to boycott previous elections.The presidential election is expected to be scheduled for the second half of 2024. Maduro is looking to extend his presidency until 2030, which would surpass the time that Hugo Chávez, his mentor, governed and established his self-described socialist policies.Maduro’s allies ridiculed and dismissed the primary all year. Still, both the government and its opponents used the contest as a bargaining chip to extract concessions from each other as part of a negotiation process meant to end the country’s complex social, economic and political crisis. Maduro and an opposition faction backed by the U.S. government last week agreed to work together on basic conditions for the presidential contest. That prompted the government to release six political prisoners and the Biden administration to lift key economic sanctions. As part of the agreement, Maduro’s administration and the opposition are supposed to “recognize and respect the right of each political actor to select” a presidential candidate freely.If organizers declare Machado the primary's winner, the focus will shift to Maduro to see if the government reverses its ban on her seeking public office. In June, the government issued an administrative decision prohibiting Machado from running, alleging fraud and tax violations and accusing her of seeking the economic sanctions the U.S. imposed on Venezuela in the last decade. The U.S., holding up the threat of renewed sanctions, has given Venezuela until the end of November to establish a process for reinstating all candidates expeditiously.A U.N.-backed panel investigating human rights abuses in Venezuela said last month that Maduro’s government has intensified efforts to curtail democratic freedoms ahead of the 2024 election. That includes subjecting some politicians and other opponents to detention, surveillance, threats, defamatory campaigns and arbitrary criminal proceedings.All registered voters in Venezuela were allowed to participate in the primary, as well as tens of thousands living in several other countries.“This is unprecedented,” said a smiling María de los Ángeles León, 31, the coordinator of Mexico City’s voting site. “People know that we have no guarantees that the winner of this election will be able to advance to the presidential election, but we keep trying.”___Associated Press writer María Verza in Mexico City contributed to this report.。据互联网开放频道未经证实的八卦消息，最近，一家大象运营商的一些省级公司已经开始为银行贷款支付工资。在交通业务已成为电信行业最大的收入来源的情况下，交通能否解决运营商的收入焦虑？1。

二 | 2019年电信行业形势如何？去年底，工信部在北京召开了2019年全国工信大会，明确了5G商务的部署、提速和降费，对电信行业至关重要。从各种开放渠道来看，我们还没有收到关于2019年电信行业具体业务发展趋势的官方预测。

三 | 但是我们可以从下面的信息中来看看这只美洲豹。广东省交通管理局最近在2019年召开工作会议，提出了2019年行业发展目标：电信业务总量预计达到13576亿元，同比增长80%；电信业务收入1800亿元，同比增长同比增长4%；规模以上增值电信企业收入3364亿元，同比增长18%；固定宽带用户3880万户，光接入用户3650万户，超过5000万用户占92%，超过1亿用户占80%，IPTV用户占80%。

四 | S超过2200万，4K用户超过1900万。

五 | 广东省的经济地位和经济活动是不言而喻的，广东省通信产业在全国的地位和影响也是不言而喻的。

六 | 电信业的兴衰与地方经济的发展和活动密切相关。作为全国通信产业的主导者，广东省的产值指标即使不在前十位，也要高于全国平均水平。

七 | 广东省交通厅预计2019年电信业务总量将增长80%，电信业务收入将同比增长4%。因此，上述两个增长率在全国的平均水平应低于或至少不高于广东省的指标。

八 | 此外，业务量的80%同比增长能否支持其业务收入4%同比增长的目标？我们可以从2018年的数据中得出一个总体结论。2018年1-11月，我国电信业务总量完成57844亿元，同比增长13.9.2%，电信业务总收入完成11981亿元，同比增长2.9%。显然，2018年业务量同比增长近140%，仅同比增长2.9%。此外，监管部门已经明确表示，2019年，他们将继续提高速度和降低收费，因此我们无法推测广东是否能够实现预期。但从国家角度看，结合2018年的实际经验，电信行业如果同时依赖80%的业务增长，将很难支持2019年4%的业务收入增长。交通服务贡献了电信业近一半的收入。

九 | 根据工信部去年11月底发布的数据，可以看出，去年前11个月，移动通信业务累计收入841.7亿元，比上年增长0.5%，占电信业务收入的70.3%。电子商务；同期，移动数据和移动互联网业务累计收入5554元。移动数据和移动互联网业务收入占电信业务收入的46.4%，占总收入的近一半。根据以上数据，我们还可以知道，移动数据和移动互联网业务收入占移动通信业务收入的66%。

十 | 总的来说，在电信业务收入的比重和移动通信业务收入的比重中，流量是贡献最大的业务。

十一 | 从整个行业的角度来看，交通业务确实发挥了关键作用。但是，针对不同企业的经营者，也会存在差异。根据去年上半年公布的数据，只有中国移动的交通收入占50%以上。尽管中国联通和中国电信仍有很长的路要走，以弥补其一半的收入来自交通服务，他们的交通服务也贡献了最大的收入，从每个单一的业务。具体数据见下表。然而，通信单价的持续下跌和通信业务总量的不充分增长，必然会给电信行业带来巨大的收入增长压力，尤其是中国移动，它拥有最高的流量收入比。

十二 | 第三，2019年的关键词应该是“减负”和“调整”。虽然“提速降费”的监管政策明确了2018年降费的底线，但极大地提高了用户的准入意识，也促进了电信行业的快速降价。三大运营商在“吃角子老虎”的概念的影响下，为了获得增量用户规模，突破了人口规模和自然增长率的限制，在几乎不考虑质量的情况下，依靠各种低价格、无底线地开发大量低价值新用户。

十三 | 事实上，这有可能进一步增加运营商的负担，尤其是在交通管理方面。运营商依靠低成本“刷新”到“新”用户中，新身份证用户的实际比例并不高，因此除了对流量使用的贡献外，留存率和收入贡献都很低。经营者内部分析一再指出，拉动新产品的支出和成本不能带来相应的收益，这意味着或承认拉动新产品实际上是一种损失。根据我们的观察，大多数省市运营商已经认识到库存管理的重要性，并积极开展库存管理。但我们在这里也增加了两条建议：一是要敢于减负、挤水；二是要把用户规模（包括库存规模和净增长规模）转移到业务收入上，最好是财务口径的业务收入上。没有人应该说电信行业没有水。挤出市场有利于行业的健康。节约获得“水分”的用户的资金，投资于股票用户的运营和新市场的培育。

十四 | 2019年将是5G商业的第一年。运营商面临着新的机遇，需要他们调整自己的非理性行为。依靠“账户收入”无法支撑5G的巨额投资建设，你可以仔细想想最近流传的网友们对“2G减3G补偿4G减5G”中提到的“中国联通5G投资战略”的无奈。第四，在电信行业的个体经营中，要把“一分为优”转变为“多点开花”。毫无疑问，交通起到了“一分为优”的作用。但正是这个关键的位置使操作人员越来越困惑。其中一个最大的原因是缺乏“多点开花”的业务连续性。交通、语音、宽带、短信和专线信息服务（包括物联网）已成为主要收入来源。在上述五大业务中，短信业务保持5%以上的正增长；宽带和专线收入总体保持正增长；语音业务呈现显著负增长，加上用户增长的影响，实际下降幅度超过15%。但我们都知道，事实上，语音的单价与交通的单价相比并没有明显下降。

十五 | 因此，语音服务收入贡献之所以大幅下降，是因为运营商为了追求流量，让微信等OTT服务取代语音。与其说语音业务不起作用，倒不如说运营商自愿放弃了语音业务。即使如此，运营商的预期流量在各种降价之后也没有出现。显然，运营商在2019年将面临巨大的压力，因为他们依靠交通“独立”。在没有为用户创造新价值的情况下，“多点开花”已成为必然的选择。也许这是让所有支持企业积极成长的最佳途径。即使语音业务不能实现正增长，减少其下降也是对整体收入增长的伪装支持。

十六 | 交通、短信、宽带、专线等业务收入也将保持正增长，“多点开花”主要集中在语音业务上，仍占收入比重较高。当然，物联网的发展已经非常迅速，也是未来重要的业务领域和现金奶牛。它需要在2019年得到支持。

十七 | 面对十几个省市收入大幅下降和行业负增长，交通运输无法解决运营商收入增长的焦虑。运营商还需要不断调整其经营理念，并相应地规划其收入路径。

Current article:http://www.chenzhuaigecoupuhongyuntuizei.sbs/zvwh/20260826/645.xlsx

Published on:00:50:59