Mobile Internet "ring-color" Note: Large regular site will benefit

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Hao, who runs two small WAP sites, received a phone call from a rural father yesterday. Father these days to CCTV reported mobile phone "yellow" incident is very concerned about, he did not know what the son is doing, but also hazy know with the television coverage of the industry, when he saw one of the employees sentenced to 4 years, immediately nervously to the son to call.

Although Hao is not in the same situation as his father feared, he is indeed suffering a "torment". Because China Mobile has suspended WAP billing, which means it has cut off almost all of his income, his staff has 5 employees, his WAP Web site is linked to an SP below, usually 80% of income from the WAP site.

"I do not know how long this storm will last, if within one months, it can be barely maintained, if more than one months, then only close the job, I can not afford to pay." He on MSN to CBN reporter Big Spit Bitterness. With the new round of mobile phone anti-Vice storm, such as Hao into the depressed people there are many.

In the long run, the introduction of a series of measures will indeed be conducive to the healthy development of mobile Internet, but in the short term, because of the 3G and just started mobile internet is very past it?

Earthquake”

"The company's WAP business will not be paid during the suspension of China Mobile's billing period. 2008, the company's WAP business receipts amounted to 2.4445 million yuan, accounting for the company's annual income of 1.69%; In the first half of 2009, the company's WAP income of 1.0816 million yuan, accounting for the company's income ratio of 1.53%. The national SP listed company Northern Latitude Communications (002148.SZ), said in a December 1 announcement.

3G Portal An insider revealed that the 3G portal has now suspended all charges on behalf of the business. Although the vast majority of the 3G portal revenue is advertising, but there are still a very small amount of business with the SP business for the generation of charges, the current part of the business has stopped.

For more mobile sites, "This is really a free wap." "The head of a mobile phone search website teased himself.

The official told reporters that the mobile phone search site In addition to advertising revenue, the largest part of the income of the mobile phone music downloads, after the mobile stop billing, these WAP business will not receive money. Not only that, other normal games, video, all need WAP billing port business all stop billing, users can download free.

December 1, by the impact of China Mobile WAP policy, the air network and the Chinese Friends of the century shares tumbled, among them, the air network fell 7.98% to 12.69 U.S. dollars, the Chinese friends of the century fell 7.01% to 4.64 U.S. dollars.

has been concerned about WAP website of the charm Media research that the anti-Vice storm on small and medium-sized sites caused greater impact. After the phone was exposed to the yellow issue, WAP overall flow shows a clear watershed, only November 15 of the daily traffic decline reached 20%, and compared to the previous half of the month, the overall flow of the decline is as high as 38.5%. In addition, the number of active sites in the second half of the fall, compared to the last half of the month data, The second half of the month fell 12%.

Feng Jianlong, general manager of the media research, said that the rectification action will directly lead to a group of high degree of homogeneity of the small and medium sites closed down, the industry will undergo a necessary pain.

According to Cnnic's statistics, by the end of 2007, the number of WAP sites reached more than 65,000, has been in the past two years to maintain the growth of about 30%, so far, the total number of sites has exceeded 100,000. In particular, the issuance of 3G licences, so that mobile web sites and mobile Internet users are growing exponentially, but the vast majority of small start-up sites, the sudden blow will make these sites unsustainable.

The pattern will change?

In fact, WAP is only one of China's mobile billing channels. In addition, China Mobile also through other ways and SP to achieve a generation of fee cooperation mode, including SMS, MMS, IVR and so on. With the mobile Internet, especially the rise of 3G, WAP presents a strong vitality, and quickly become the second largest value-added service after SMS, the future with the development of 3G, WAP revenue will continue to grow.

Domestic WAP web site has a small scale, high degree of decentralization characteristics, far from the same as the traditional Internet, the formation of several major giants pattern. At the same time, WAP Web business model exploration is not smooth, in addition to anchored in the SP, the use of the SP billing channel and operators to form a fee-splitting, the main model is to rely on a large number of user clicks and the number of users to attract ads.

It is noteworthy that even in the traditional internet industry, advertising alone is not enough to support the operation of any one website. For example, the mobile Web site's representative 3G portal and the kong.net of the air network, after many years, Kong.net's share of the total revenue of the air network is still very small, and 3G portal of the listing plan is still in the foreseeable future.

In fact, in addition to small and medium sites, large SP and WAP site in this incident showed a greater "risk-resistant ability", after all, compared with the 2006 "two times" and other policies, the suspension of WAP billing is more like a "natural and man-made", rather than a direct long-term impact on the industry.

After the 2006 "two confirmed" policy, directly led to a large number of SPS shutdown or transformation, several listed SP share prices have shrunk significantly, but the policy issued, the listed SP stock price only a brief decline. Since December 2, stock prices have rebounded to varying degrees.

The shares of the network fell from 12.95 U.S. dollars to 12.60 U.S. dollars, the Chinese Friends of the century from 4.71 U.S. dollars to 4.81 U.S. dollars, and Tencent's share price has been rising for two consecutive days.

The study of the charm media, the large-scale formal site, because most of the establishment of a more standardized management system, but will benefit from it.