C114 dispatch on August 23 message (Du Jianmin of author of engage by special arrangement) up to on August 20, outstanding achievement announced business of 3 big operation entirely first half of the year 2018. The management outstanding achievement that all sorts of industry contrast study to the article revealed business of 3 big operation from different point of view, highlighted 3 respective window especially.
Actually UniCom of even if China and China's telegraphic index exceed common, eye comes round to say to still cannot challenge China's mobile old position. Although battalion closes, the groovy index such as profit, amplitude can give everybody more intuitionistic understanding, also can bring all sorts of attune to make opportunity to capital market, but the management strategy that will surely not reflect an operation business however, run the strategy even. The article tries to consider to analyse groovy index besides, 2018 first half of the year, chinese shift is done was opposite what.
We think " not poor money " the success with Chinese the greatest first half of the year 2018 shift is, make the ability that runs transition to future continuously, obtained right result.
One, video of cluck of key education Mi, exert oneself compose is built to " content " transition ability
The discharge of business of 3 big operation manages fractionize circumstance, look from data, realized promotion first half of the year 2018, and promotion extent is adjacent exceed 3 percent even. Relevant data detailed sees on watch. Although the user DOU of Chinese shift is complete industry lowest, and far under Chinese UniCom, but its discharge income is occupied take income the biggest than promoting extent. Detailed of data of DOU of user of dealer of 3 big operation sees figure below. Among them reason is not analysed here, provide data result only. Even if is such, we also believe operation him business also is met be analysed to having development among them and search an account. Cause to the likelihood above the reason of the problem, the function of amid of Mi cluck video is provided only here. The data that publishs with Chinese mobile government directly here will show the effect that Mi cluck video may produce. Move in 2018 worlds everybody - Shanghai media meets on the meeting, chief is announced related Chinese shift, since the world cup opens contest, the user of media of Mi cluck video makes dosage exceeded 100 million person-time. Additional, after the world cup ends, during Chinese shift still announced whole world cup, through Mi end of cluck video client watchs match person-time, final number exceeds 4.3 billion person-time. As the advent of 5G times, video business will become operation business future to manage a success crucial. Accordingly, times of cup of later ages bound, the user that is Mi cluck video not just contends for battle, the crucial period that is transition of Chinese mobile development more. The fact proves, chinese shift has been during the world cup savor benefit, super IP is managed to its discharge produced very big promotion effect. Mi cluck video has broken through heavy besiege now, become surprise with Tecent video, actor cruel video, love art the application of 4 big video that says, caused wide attention. Or, "Content one elder brother " CCTV and Su Ning sports, the owner of copyright of match of these two top class sports, also won't pull a hand the little known inside course of study Mi cluck video before this.
The signed article that network of C114 China communication publishs " discharge is occupied close than gliding considerably, operation business manages politic earnestly to need to be adjusted greatly again " , " manage inward look to manage transition from discharge, operation business should do it from where " the flow that has analysed communication industry to be faced with manages unsuccessful pressure. After we apply the money that business of 3 big operation makes public to sign up for data to have consideration now, discover operation business is announced this year the detailed data of 1-6 month again confirm close sex mixes the analytic logic of afore-mentioned articles to forecast accuracy as a result. Relevant discharge manages data detailed to see next tables. Began 2017, large area development popularizes business of 3 big operation to be a delegate with card of all sorts of Wang Ka, treasure not formula of set limit to, drove the frequent promotion of user DOU directly. But to operation business, its discharge manages transition to was not finished. And look from present management data, to communication industry its discharge manages transition to be able to hereto only probably, do not get the destiny that does not face failure. Be in especially mix currently did not come for some time, the abidance that receives price scissors as flow capacity expands, and operation business is done greatly NB-IoT, broadband and all sorts of cloud services, discharge income is occupied take income to occupy than promoting hard again. So, "Content " manage, had become the reality that operation business must face, it is all sorts of helpless inevitable choices more.
2, the interface dimensions such as belt of fast develop spreading, grab net of the couplet that catch thing to grow turning point
China is mobile money newspaper shows first half of the year this year, this year 1-6 month, development of business of network of couplet of Chinese mobile content is swift and violent, number of join of intelligence of content couplet net is added completely 155 million, dimensions is achieved 384 million, income of content couplet net grows 47.6% compared to the same period. Probably a lot of readers may be right this news below does not catch a cold, but we think this just is the business window with the greatest future and development direction. Recently, relevant controller of company of network of couplet of Chinese mobile content introduces, company of network of couplet of Chinese mobile content from 2015 battalion closes to be broken through first 100 million hind, turnover grows quickly, predicting battalion closes will reach one billion four hundred and ten million and sixty-five thousand four hundred and eight level very quickly. In " Dalian is received " below strategic drawing, chinese shift is core with net of public content couplet, hardware of group of model of focusing intelligence join, chip, open platform, intelligence, industry application 5 big board piece, formed content couplet network " the cloud - canal - upright " service ability, each business presented good growth state.
Even if has some of reader to be described to the news above not very know clearly, everybody's mobile to China firm network broadband is clear still. After the end of the year obtained license plate of firm network broadband 2013, through time of near 5 years, after dimensions of user of Chinese mobile broadband is surmounted successfully and large space swings Chinese UniCom, sit now 2 hope to overtaking China is telegraphic. Wide user of Chinese mobile home develops data detailed to see first half of the year this year on watch. Of course, chinese shift basically leans all sorts of " give " acquired a large number of users, not only bring about lowest of entire industry of broadband user ARPU directly, and bring about the home wide not tall to connecting the whole that takes income to contribute. But the content couplet network with broad home enters the mouth, just be Chinese shift probably most want race to control. Resemble " big join " what describe in the strategy in that way, "Domestic broadband is received is the crucial reference point that the company implements big join strategy, it is the important resource that whole business competes, also be a large number of stone's throw connective in getting user life setting main entrance " . Receive constituent method rule to the battalion of income again to business from the user according to communication industry, chinese shift grabs net of the couplet that catch thing to be about to enter the time window of blast tuyere, dimensions of user of frequent promotion broadband aimed at industry future to develop way namely, lay in user resource ahead of schedule. Additional, chinese shift also promotes broadband income and user integrated ARPU in effort. Public data shows, this year first half of the year, domestic broadband income achieves 21 billion yuan, increase compared to the same period 49.1% , those who make Chinese shift is important add harvest source; Integrated ARPU achieves domestic broadband 34.8 yuan, grow 7.3% . To reap more benefit, chinese shift is clear still this year second half of the year, intelligence of content couplet net joins number adds the end of 240 million completely. Originally among them in this how much can net broadband contribute for Chinese shift, be worth us to expect. At least China is mobile already its the user of firm network broadband of annual develops a target to promote 30 million from 21 million.
Industry of 4G times communication runs strategy after special right like play chess play chess, because the future of the industry develops a tendency,still remain to be made clear further. Accordingly, what somebody sees is current one pace chess is done manage, what somebody sees is future 3 make reserve to 5 paces chess; Come so, somebody is willing to harvest current joy, somebody likes the goal is long-term laugh finally. As to who it is to laugh at last operation trade finally, although everybody has an opportunity,look now, but somebody has run in front. (Du Jianmin is author of C114 engage by special arrangement)
Relevant news: 2018 first half of the year, chinese telecommunication is done was opposite what
