Internet investment public Noise: games may become the most lucrative areas

Ma Teng "global internet Conference" admits that no good business model, the game highly identity concept of the Ascension Mobile Internet in the commercialization process and there is not much innovation space, the profit model is divided into 3 kinds: advertising, value-added services and E-commerce May 7 to 8th, the Global Mobile Internet conference held in Beijing. Although the lowest price of the conference tickets as high as 3000 yuan, but still more than million people poured into the National Convention Center to participate in the exhibition. Tencent Ma, small Mirejun, UC Yu, music network bin, where many of the company's president attended, and the arrival of Jet Li, let this belongs to the mobile Internet event, lively unceasingly. However, behind the bustling and noisy, there is also a trace of fear. In the mobile internet world, large or small companies, the business model for this fast-growing industry is not clear. The game may become the most lucrative area of mobile internet in the past few years ushered in a burst of development. By the end of April this year, there were more than 1 million Android apps in the Chinese language, compared with about 100,000 a year ago. According to foreign media reports, as of early May, the number of smartphones in China has leapt to the top of the world. But while the mobile internet is growing fast, its commercial development is not keeping pace. "We are afraid that we have not found a good business model, the business model on the phone is not clear." "Ma Ma, CEO of Tencent, said at the Global mobile Internet Conference. Users over 30 million of the MO Technology, is still "burning" the money of investors, in the profit without any action. At the meeting, an investor believed that the current domestic mobile Internet main profit model is advertising, but also not very successful, "need time to explore." UC Youku, which has been trying to commercialize in 2009, claims to have divided over 100 million dollars for nine gaming platform partners last year. According to Yu, chairman and chief executive of UC, the mobile internet does not have much room for innovation in its commercialization process, and its profit model is still only 3: advertising, value-added services and E-commerce. Although the business model is not clear, Hangguoqiang, general manager of China Mobile's internet base, believes there is still a huge market ahead in the field. Among them, the game is regarded as the most commercialized area of mobile internet. Yu that games could be the most lucrative area. Because of this, it vigorously develop UC nine game platform. It is reported that at present nine tour is UC biggest income source. Ma also said at the meeting that mobile social gaming was one of the biggest highlights and breakthroughs in terms of size and the impact of open platforms. In the May 6 General Assembly (Gmic), Tencent Vice President Ma Xiaoyi announced that "Tencent Mobile gaming platform" will be officially launched. and Shanda Game President Chandonghai also said that this year will enter the Chinese hand tour market. At present, "Fishing Tatsu man" is the most profitable mobile platform in the game application. At the end of last year, touch Technology announced a single monthly income breakthrough tens of millions, and this April, touch-control technology CEO Chenhao Zhi, the company's monthly income has exceeded 50 million yuan. and its new "Fishing Talent 2" This year's monthly income scale is expected to be50 million yuan. Mobile Internet Conference to create the relevant concept stocks trading in Beijing a private equity person believes that the future of mobile internet will be communication, entertainment, consumption, office, finance, health care, agriculture and other aspects of impact, and even to some industries and companies to bring about qualitative change. The holding of the Global mobile Internet Conference has also pushed up the concept of internet stocks. May 5, 35 interconnection (300051.SZ), the Daily Network (603000.SH), Oriental Wealth (300059.SZ) three stock trading, become the most recent plate trading number of the day, a-share 13 internet companies on average rose 4.8%. In the two-tier market, mobile gaming has also become the latest mobile internet concept stocks. Palm Technology (300315.SZ) share price reached the historical highest point of 66.45 yuan/share on May 6. As a main mobile terminal game and Internet page game companies, Palm technology is also considered to be one of the first to benefit from industry development. Its 2013-year quarterly display, operating income of 55.26 million yuan, an increase of 32.82% per cent, to achieve net profit of 16.92 million yuan, an increase of 55.52%. Haitong Securities Internet analyst Liu Jianing forecast that 2013 mobile game growth will reach 200%-300%, Palm technology as the only listed companies in this field, will benefit. However, they will also meet opponents such as touch-control technology. The recent continuous trading of 35 interconnection, a few years ago has been involved in the mobile Internet field, has launched the cloud Office applications (including 35PushOA, 35pushmail) products, and even to promote their own office software, in 2012 launched a smart phone. 35 interconnection recently announced that the proposed acquisition of financial sites through targeted additional gold online. 35 internet Secretary Yang Xiaoliang in the interview with the Financial weekly reporter that CICC online for micro-letter and other mobile products, the future is quite potential. At present, gold online mainly in the micro-letter to do information push, provide simple real-time information query ("Micro Market"). But it's not a formal product, and it doesn't make a profit on CICC's online and 35 interconnection. Constant Letter Mobile (300081.SZ) also in the early May ushered in 5 trading. Heng Letter Mobile Trading is also considered to be benefiting from this Congress and China Mobile will start 4G terminals. It is reported that it is the only company with a ground service network and carrier information business platform. China UnionPay Mobile Payment Department chief engineer Tchina that mobile payment has become an inevitable trend. And the security of mobile phone payment is very high demand for chips. East Letter Peace (002017.SZ) as Rf-sim card manufacturers, is China Mobile Rf-sim card main procurement customers. "Want to see more PE/VC, companies, industries, entrepreneurship and other areas of daily blockbuster news?" Please pay attention to chinaventure micro-credit: China-venture "