In the third quarter of 2014, China’s Internet industry continued to develop rapidly. Information and communications network infrastructure has entered the stage of co-construction, sharing, and multi-network convergence. SARFT has further regulated the Internet TV market, enterprises have accelerated penetration into traditional fields, Alibaba's listing has opened a new chapter in the development of the Internet economy, and new signs of e-commerce development have emerged. Business O2O services are developing rapidly.
However, there are also some problems, mainly due to the impediment to the development of the triple play, the resistance of Internet companies to enter the traditional industry, and the P2P network platform is in urgent need of policy norms. The Citi think-tank Internet Research Institute believes that in the fourth quarter of 2014, the 4G network covering the whole country will take shape and the Internet content will be further rigorously managed. Various intelligent terminals will emerge in large numbers, and the traditional industry will further accelerate the Internetization. Using the Internet to speed up its own upgrade, Ali listing will trigger a new wave of Internet entrepreneurship in SMEs. A new wave of Internet entrepreneurship is coming soon.
basic situation
â– Information and communication network infrastructure enters the phase of co-construction, sharing, and multi-network convergence
In the third quarter, the construction of information and communication network facilities was further accelerated. The three major telecom operators have strengthened their competitive cooperation and network facilities have entered the phase of co-construction, sharing, and multi-network convergence.
On July 18th, China Mobile, China Unicom and China Telecom jointly invested in the establishment of China Tower Co., Ltd. The three major operators each held 40.0%, 30.1% and 29.9% of the shares. The establishment of the Tower Company can make the market division of labor more detailed, and it is more suitable for market development in terms of environmental protection and resource allocation, and is of great significance in reducing redundant construction of operators and improving investment efficiency. On June 27, the Ministry of Industry and Information Technology formally issued trial commercial licenses for LTE/4th Digital Cellular Mobile Telecommunications (LTE-FDD) to China Unicom and China Telecom, allowing China Unicom and China Telecom The key cities have conducted trials on the integration of LTE-FDD and TD-LTE and provided corresponding 4G services. The issuance of FDD licenses will increase the enthusiasm of China Unicom and China Telecom to build 4G networks, promote the integration and development of 4G networks, and promote the effective use of resources.
â– SARFT further regulates the Internet TV market
In the third quarter, SARFT's supervision of the Internet TV market entered an unprecedentedly severe stage. From June onwards, SARFT began to call down video clients for Internet TV boxes; on July 11 and 15, SARFT met with the leaders of the central three major stations (CCTV, Guoguang, and CNBC) and Guangdong, Zhejiang, and Hunan respectively. In accordance with the directives of the Internet TV market, the Big Four in Shanghai and the local bureaus, the Internet TV must first manage the seven licensees, and clearly demand that overseas TV dramas and micro-movies must be released within one week; on September 18, the SARFT has The major Internet video companies issued an ultimatum, requesting that all video websites TV apps be taken down within a week.
In early July, SARFT issued a notice requiring all cable TV network companies to vigorously carry out the TVOS 1.0 scale application test of the smart TV operating system, and explicitly ordered that no other operating system be installed to facilitate the supervision of related departments on Internet TV content. On July 4, Luo Jianhui, director of the Network Audiovisual Program Management Division of SARFT, said publicly that the Internet TV integration service license will no longer be issued, which means that the licensee’s advantages have been consolidated and strengthened.
â– Internet accelerates penetration into traditional fields
In the third quarter, Internet companies further penetrated into traditional industries and strengthened their business distribution in the automotive, education, film, and television industries.
On July 23, Alibaba and SAIC reached a strategic cooperation agreement in Shanghai and will jointly create an “Internet car†ecosystem. At the same time, Alibaba teamed with Alibaba, Yuqin, and car manufacturers to jointly launch a “first open and then buy†whole. The car purchases value-added services, plus Baidu’s LBS Connected Vehicles API and Tencent’s Lobo Box. At this point, the BAT’s three Internet giants have fully entered the auto industry. In the field of film and television, the Internet is transforming the film industry in all aspects of film and television production, marketing, distribution, and profitability. In July, Baidu established IGI Films, which became the second company to enter the film market after LeTV. Video site; On September 21st, Baidu United China Film Holdings, CITIC Trust and Beijing Deheng Law Office launched the first domestic film public consumption platform “Bai Fayou†and competed with Ali’s “Entertainment Poâ€. Financial Sector: On September 29, the China Banking Regulatory Commission issued a reply, agreeing that Ali Xiaowei and others established the Zhejiang China Merchants Bank in Hangzhou, Zhejiang Province. This shows that Internet companies have gained national recognition for their entry into the financial sector. Education: On July 30th, the traditional education giant New Oriental and Tencent jointly established Beijing Micro-study tomorrow Network Technology Co., Ltd.
At the same time, traditional industry giants have also accelerated the pace of Internet development. On August 29th, Wanda Group, Baidu and Tencent announced that they jointly funded the establishment of Wanda e-commerce company and planned to invest RMB 5 billion in the first phase to open up the account number and membership system and establish a common point alliance. Wanda's incorporation of e-commerce will bring a huge demonstration effect.
â– Alibaba launches a new chapter in the development of the Internet economy
In the third quarter, with the listing of Alibaba as a symbol, the development of China's network economy has opened a new page. On September 19, Alibaba was successfully listed on the New York Stock Exchange of the United States. The first day of the week ended at $93.89, which was a 38.07% increase from the issue price. At the closing price, Alibaba's market value broke $230 billion. Alibaba has thus become the world’s fourth-largest high-tech company and second-largest Internet company after Apple, Google and Microsoft, and this achievement has reached a market value of RMB 270 billion from the initial value of RMB 500,000. Alibaba only used it. 15 years.
This largest IPO in China’s history not only broke many records in the global capital market, but also created a miracle for overseas listing of Chinese companies in terms of financing size and market capitalization.
â– New signs of e-commerce development
In the third quarter, cross-border e-commerce entered a new phase. On August 20, the Shanghai Free Trade Zone Administrative Committee, Shanghai Information Investment Co., Ltd. and the US Amazon signed a memorandum on the development of cross-border e-commerce cooperation. The cooperation of the three parties included the construction of a cross-border e-commerce platform and construction. Logistics and warehousing platforms and cooperation in cross-border electronic payment services.
Amazon fully enters the Shanghai Free Trade Zone and brings strong vitality to cross-border e-commerce. As cross-border e-commerce pilot cities gradually spread out, cross-border import and export business has been included in the pilot range by customs and other departments. On September 25, Guangzhou Customs completed the first cross-border import B2C pilot business. The watches imported by the e-commerce platform Vipshop and sold on the website will be packaged directly from overseas manufacturers into small parcels and sent to domestic buyers. Family. This is a useful attempt at cross-border B2C.
â– Rapid development of mobile e-commerce O2O services
In the third quarter, O2O services of various types of mobile e-commerce developed rapidly with the construction of mobile platforms and the acquisition of user portals as the core.
In September, the Chengde Mountain Resort WeChat public service number was officially opened. Citizens and tourists can use WeChat to purchase tickets for scenic spots such as the Summer Palace and the Little Potala Palace to recharge the annual ticket.
On September 25th, Jingdong opened the WeChat public number “Jingdong hurryâ€. Through this account, shopping Jingdong promised to arrive in 2 hours. At present, the service is only measured in the Wangjing area of ​​Beijing. This indicates that Jingdong is deploying O2O through community coverage.
On September 28, Alibaba announced that it will purchase a 15% stake in Shiji Information, a hotel information service provider, for 2.81 billion yuan. Both parties will focus on in-depth cooperation in the hotel information system. Alibaba's shares are intended to make use of the advantages of Shiji information to make up for its short-circuit line and jointly create an online tourism O2O closed-loop ecosystem.
China Internet TV Terminal Market Scale Unit: 10,000 units
â– Three networks merged to promote development
In the third quarter, SARFT launched a heavy blow to further regulate the Internet TV market. It not only required major video sites to be operated legally and compliantly, but also sent clear signals to TV terminal manufacturers. It is mainly to strengthen the management and control of OTT Internet TV and other radio and television field services. The practices and services that were previously in the gray area of ​​OTT will be gradually corrected. At the same time, operators' IPTV services are also strictly limited. This measure protects the interests of the cable television network, but it violates the principle of triple-entry access that allows triple-play access. According to the planning schedule of triple play, 2013-2015 will fully realize the development of triple play. However, according to the current development situation, it is difficult to achieve triple play on schedule.
â– Obstacles for Internet companies to enter traditional industries
In recent years, although the Internet has greatly changed the mode of operation, appearance, and pattern of traditional industries, Internet companies have not been able to enter the traditional industry and have been met with resistance from many aspects.
Take the transportation industry as an example. On July 17, the Ministry of Communications announced the "Notice of the General Office of the Ministry of Transport on Promoting the Orderly Development of Call-for-Car Rental Services for Mobile Phone Software, etc." and the "Notice" proposed that the taxi call service will achieve unified access management. Gradually realize the demand for information on electric calls through the unified management of urban taxi service management information platform; at the airport and train station, passengers may not be queuing in the queuing area through the mobile phone calling software. The "Notice" is based on regulatory considerations. It can indeed play a role in regulating the use of mobile phones and telephone taxis. However, the unified access management of taxi driver software may not be optimistic about actual results and operability. The most crucial point is that the “Notice†has impaired the enthusiasm of Internet companies such as taxis to launch taxi services, hindered the equal market competition between Internet companies and the traditional rental industry, and the administrative control stemming from the traditional pattern of interests restricted the development of Internet companies. space.
â– P2P network platform needs policy specification
In 2014, the P2P industry became increasingly popular. P2P online loans grew at an average rate of one platform per day. As of June 2014, the number of platforms reached 1,263. The half year turnover was close to 100 billion yuan and more than 290,000 effective investors. Behind the booming of P2P, negative news such as the collapse of the platform and money running are also common. At the same time, P2P's normative problems are increasingly on the agenda.
At present, P2P still belongs to the "three-nothing" industry, "no threshold, no industry standard, no regulatory authority," and urgently requires policy specification. In order to maintain effective operation, the platform has to increase guarantees and compensation functions. As a result, the P2P platform becomes a credit intermediary, and in effect becomes a small bank for deposit and loan business. What is more, it uses the P2P platform for illegal fund raising and money to make money. The nature and function of the P2P platform as an "information mediator" has been lost, and it has brought serious risks. In order to promote the healthy development of the P2P platform, it is necessary to vigorously regulate, determine the competent authorities as soon as possible, and issue effective supervision measures.
Fourth quarter trend judgment
â– Covering the entire 4G network will begin to take shape
At the end of last year, China Mobile had decided to complete the strategic goal of “building 500,000 4G base stations by the end of the year and providing 4G services in more than 340 cities by the end of the year, and basically achieving continuous coverage of cities and counties in the country and key townshipsâ€. Speed ​​up the construction of the world's largest 4G network; in the first three quarters of 2014, 3G and 4G cities in Zhejiang, Hubei, Guangxi, Liaoning, Inner Mongolia and other places have started 4G commercial applications. China Telecom and China Unicom have also accelerated the pace of commercialization of 4G networks.
In addition, the three major operators have launched dozens of 4G mobile terminals and formulated corresponding terminal marketing strategies and product plans to accelerate the popularization of 4G networks from the perspective of the terminal industry chain. With the establishment of the Tower Company in the third quarter and the issuance of the LTE-FDD trial commercial operation permit by the Ministry of Industry and Information Technology, the domestic 4G network construction will be further accelerated. It is estimated that by the end of this year, up to one million 4G base stations may be built in China, and the coverage of the nationwide 4G network will begin to take shape.
â– Internet content supervision will be more stringent
Faced with the rapid growth of users of social networks and instant messaging tools such as Weibo, WeChat, etc. that are fast-spread, influential, widely-covered, and socially mobilized, online media management and industrial management are lagging behind the development of the situation. At present, how to effectively guide public opinion in the world, regulate content production and management, ensure the order of online information dissemination, and ensure national security and social stability are very urgent.
It is expected that in the fourth quarter, Internet content management will be further strengthened, and the Internet industry management system combining legal regulations, administrative supervision, industry self-discipline, and technical security will gradually be formed, and pornographic website rectification and other work will be effectively implemented.
â– Various intelligent terminals will emerge in large numbers
Smart terminals represent the frontiers of global information technology innovation. With the rise and evolution of the mobile Internet era, people's consumer demand for smart terminals is increasing, and various new types of smart terminals are emerging.
At the end of June, Google released the AndroidWare system for wearable devices and GoogleFit, a health management platform, at the Google I/O conference held in San Francisco. In September, Apple introduced a new generation of smart phones - iPhone6 ​​series products, while launching a new generation of smart watches Applewatch, which led to a new round of "neutral purchase" wave.
It is expected that new intelligent terminals will emerge in the fourth quarter. With the advancement of information technology and the continuous maturity of software and hardware service systems, wearable devices will lead the next wave of smart terminals. In addition, the trend of in-vehicle product Internetization is obvious, and the market for vehicle-mounted smart terminals will also be opened quickly. The rapid penetration of the Internet into the automotive industry will trigger a revolution.
â– Internetization of traditional industries will further accelerate
The changes in the Internet industry are accelerating, and the pace of subversion of traditional industries is accelerating. WeChat is subverting the traditional telecommunications industry. Internet finance challenges the traditional banking industry, while big data brings precision services. From the earliest retail industry to today's financial, real estate, automotive, medical, education, tourism, film, and lifestyle services, the Internet has profoundly affected the pattern of traditional industries and is brewing the subversion of business models and changes in lifestyle.
At the same time, more and more companies have already walked in the way of industrial Internetization. Among them, large-scale traditional enterprises such as Rongchang Laundry, Huayi Brothers, and SF Express have become typical of the Internet in the industry.
It is expected that the traditional industry will further accelerate the process of Internetization in the fourth quarter. The Internet will further impact traditional industries such as finance, education, retail, transportation, and broadcasting, and the traditional industries will also further accelerate cross-border integration with the Internet, thus affecting and changing the industry's competitive landscape.
â– A new wave of Internet entrepreneurship is coming soon
At present, the Internet business environment is getting better. In the context of the Chinese government's efforts to promote innovation-driven development strategies and focus on supporting the development of small and medium-sized enterprises, Alibaba’s listing will undoubtedly have a very typical demonstration effect.
The Internet economy has become a new engine for leading consumption, expanding domestic demand, and boosting the economy. Alibaba promotes the growth of small and medium-sized enterprises. This makes Ma Yun a typical representative of the entrepreneurial market, and has made many Internet SMEs find a new path for growth. . In the fourth quarter, it is expected that the incentive for Alibaba’s listing will trigger a new wave of Internet entrepreneurship. More Internet entrepreneurs will be encouraged by the successful demonstration of Ali listing and Ma Yun, starting from the start-ups of small and medium-sized enterprises and e-commerce professionals. In order to achieve breakthroughs in innovation in the field of segmentation and subdivision, the vertical and “small and beautiful†business era is coming.
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