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The author:(作者)归海一刀published in(发表于) 2014/6/1 9:15:33 Day is gone， the three operators ’ profits plummeting，
Day is gone, the three carriers increased profits drop-camp in telecommunications reform, State-owned enterprise reform, the three carriers, China Unicom, mobile, telecommunications-IT news Day is gone, the three carriers profit dips
Today, telecom industry include levying VAT on sales taxes range. Since then, telecom industry in accordance with the 3% gone are the days of pay sales taxes, the future will implement VAT to pay the difference of 6% and 11%. Experts pointed out that the three carriers short term profits will plummet, but through the transition period, will enjoy preferential tax policies on bonuses; other telecommunications related industries also have advantages and disadvantages.
Experts: three carriers in the short term profits plummet
On April 30, after approval by the State Council, the Ministry of finance and the State administration of taxation issued the telecommunications industry into the circular on levying sales tax on sales tax pilot (hereinafter notice), clear on June 1 that the telecommunications industry will be incorporated into the "camp to increase" range. Basic telecommunications services for 11% tax, value-added telecommunications services for 6% tax, overseas units to provide telecommunications services are exempt from sales tax. Expected when camp the increased industry, the three operators ' profits will fall by 36.5%.
Beijing University of posts and telecommunications, Professor Song Junde guest video interview with Xinhua, said the other day, under the influence of this, three carriers this year profits plummeting, according to public information, China Unicom lost this year.
However, Liu Shangxi, Deputy Director of the finance section of the Ministry believes that this year is called 4G first year of construction, the three operators have already obtained a 4G license, will accelerate the construction of 4G network, this time changed the telecom industry included in the operating increase pilot, base station equipment investment will be able to deduct input tax. "The telecom industry into the camp to increase pilot, now is a good time. ”
Three operators also hold an optimistic attitude, expressed in external bulletin is expected in the near future, battalions changed increases will have a large negative impact on company profits, but after adjustments, negative impacts will be reduced year by year. Beijing University of posts and telecommunications, Professor Deng Zhongliang guest video interview with Xinhua said the other day, VAT has 11% and 6% tax, telecommunications basic service 11% rates and value-added telecom services implementation of the 6% rate was consciously supporting the fast development of carrier in support of telecom industry transition to a value-added service development.
The three carriers or "elephant turn" in transition
In view of the sharp drop in profits this year or three carriers, consumers worry, when telephone charges, Internet fees or "rising tide lifts all boats." Analysys analyst Wang 珺 think-tank that "camp to increase", the communications enterprises ' profits will be lower in the short term, but due to fierce competition in the industry, carriers are unlikely to pass the cost on to consumers, but will adjust the marketing mode.
Shenzhen June tax agency Director, Hu Mianpeng says, "on the premise of operator does not change the pricing strategy, telecom industry increased camp modification on an individual user has no effect. ”
From current trends, rising Telecom tariff pricing policy difficult to implement, even many experts said that Telecom has entered a downward path at his own expense. Operators to maintain high operating profits in the past, also from the three carriers publicly caliber is not difficult to find, the "transformation" became a common approach.
But media analysts pointed out that three operators in transition is not easy, encountered in the transition process, "labor pains," is inevitable, and not after the pain, we would be able to harvest the Renaissance, it depends on how the three carriers making active adjustments, how to adapt to business change increases brought about by the new situation and new changes.
General analysis that currently, one change is that operators will reduce subsidies on mobile terminals. Said Li, President of China Mobile, China Mobile will vary depending on the 4G terminal operational developments, gradually reduced terminal benefits.
Some analysts pointed out that, mobile terminals remain attractive to stickiness should not be taken lightly, in this context, reduction of mobile terminal subsidies will not happen overnight. Deng Zhongliang said that camp changed forced operators to reduce terminal subsidies increases, but it's an ongoing process, short-term neinan implementations. See leopards, Ministry of industry and information technology and economy Institute of the China Academy of telecommunication research policy Lu Chuncong said a few days ago, transforming global telecommunications industry are explored, but the effect is not obvious.
Increased camp changed the "big wave" upbeat on enterprise development environment
According to many industry insiders said that the telecommunications industry "camp changed increases" designed to further improve the VAT deduction chain, increased downstream businesses input tax deduction, allowing more enterprises enjoying reform dividend. While facing the telecommunications industry increased camp changed three carriers transition pains, but "some fun knocking", which ushered in the development of positive tax reform many enterprise environments.
Recently popular virtual network operator or usher in opportunities for development, even if it, like traditional three carriers belong to the telecommunications industry. Deng Zhongliang said, virtual operators a began of target is do value-added telecommunications service, and traditional operators do of more is based telecommunications service different, so virtual operators in this tax offers policy Xia, will ushered in development good environment; Song Junde said, three big operators in has many activities is took not to purchase tax for arrived buckle, this is it will ushered in test of key, camp modified increased is on a telecommunications enterprise is Lee is disadvantages, this and it of specific business has relationship.
However, judging from the telecommunications industry as a whole, PWC China managing partner of turnover tax, central business Li says: "after increasing pilot modified by telecom industry are included in the operating range, downstream businesses more input tax deduction from the whole industrial chain, taxes should be reduced.
好日子没了，三大运营商利润骤降 - 电信业营改增,国企改革,三大运营商,联通,移动,电信 - IT资讯好日子没了，三大运营商利润骤降
今日起，电信业纳入营业税改征增值税范围。自此以后，电信业按照3%缴纳营业税的日子一去不复返，未来将实行缴纳6%和11%的差异化增值税。对此有专家指出，三大运营商短期内利润将骤降，不过在渡过转型期后，将享受到税收优惠政策的红利；其余电信相关产业也各有利弊。
专家：三大运营商短期内利润将骤降
4月30日，经国务院批准，财政部和国家税务总局发布了《关于将电信业纳入营业税改征增值税试点的通知》(以下简称通知)，明确6月1日起，电信业将纳入“营改增”范围。基础电信服务适用11%的税率，增值电信服务适用6%的税率，境外单位提供电信业服务免征增值税。业内预计实施营改增后，三大运营商利润将下降36.5%。
北京邮电大学教授、博士生导师宋俊德日前做客中新网视频访谈时称，受此影响，今年三大运营商利润将骤减，有公开资料显示，中国联通今年必定亏损。
不过财政部财科所副所长刘尚希认为，今年被称为4G建设元年，三大运营商都已经拿到4G牌照，均会加快4G网络建设，这个时候将电信业纳入营改增试点，建基站的设备投资就可以抵扣进项税。“将电信业纳入营改增试点，现在正是好时机。”
三家运营商也持有乐观态度，在对外公告中都表示，预计在短期内，营改增将对公司经营利润造成较大的负面影响，但经过调整，负面影响会逐年降低。北京邮电大学教授、博士生导师邓中亮日前做客中新网视频访谈时表示，增值税有11%和6%的税率，电信业基础服务执行11%税率，而电信增值服务执行6%税率是在有意识地支持运营商的快速发展，支持电信业向增值服务转型发展。
三大运营商或“大象翻身”转型难
鉴于三大运营商今年利润或大幅下滑，有消费者担心，届时电话费、网费等或“水涨船高”。易观智库分析师王珺认为，“营改增”后，通信企业短期内利润将降低，但当前由于行业竞争激烈，运营商不太可能将成本转嫁到消费者身上，而只会调整营销模式。
深圳市君合信税务师事务所所长胡绵鹏认为，“在运营商不改变定价策略的前提下，电信业营改增对个人用户无任何影响。”
从目前趋势来看，电信资费定价上扬策略难落实，甚至多位专家表示，电信自费已经进入下行通道。所以运营商要保持过去的高利润运营，从三大运营商对外公开口径中也不难发现，“转型”成了共同的方针。
但有媒体分析指出，三大运营商转型并不是那么容易，在转型过程中遭遇“阵痛”在所难免，而且并不是痛过之后就一定能够收获新生，这取决于三大运营商如何进行主动调整，如何适应营改增带来的新形势和新变化。
目前普遍分析认为，一个改变就是运营商将减少对移动终端补贴。中国移动总裁李跃表示，中移动会根据4G终端业务发展情况，逐步下调终端补贴。
有分析指出，目前移动终端对用户粘性的吸引力仍然不可小觑，在这样的背景下，减少移动终端补贴也不会一蹴而就。邓中亮表示，营改增倒逼运营商减少终端补贴，但是这个一个持续的过程，短期内难实现。一斑见豹，工业和信息化部电信研究院政策与经济研究所所长鲁春丛日前也表示，全球电信业都在进行转型探索，但效果不明显。
营改增使“一大波”企业迎发展利好环境
据多位业内人士人士表示，电信业“营改增”的初衷是进一步完善增值税抵扣链条，增加下游企业进项税抵扣，让更多的企业享受改革红利。虽然电信业营改增让三大运营商面临转型阵痛，但是，“几家欢乐几家愁”，该项税改也让许多企业迎来发展利好环境。
如最近火爆的虚拟运营商或迎来发展机遇，即便它和传统三大运营商一样均属于电信行业。邓中亮表示，虚拟运营商一开始的目标就是做增值电信服务，和传统运营商做的更多是基础电信服务不同，所以虚拟运营商在此次税收优惠政策下，将迎来发展利好环境；宋俊德表示，三大运营商里有很多活动是拿不到进项税进行抵扣，这是它将迎来考验的关键，营改增是对某个电信企业是利是弊，这和它的具体业务有关系。
但是，从电信业整体来看，普华永道中国中区流转税业务主管合伙人李军认为：“电信业被纳入营改增试点范围后，下游企业可以获得更多进项税进行抵扣，从整个产业链来看，税负应当是减少的。
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