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September 11, Nasdaq opened, the Internet's share price continued to rise to 5.5 U.S. dollars, compared to the previous closing price of 5.14 U.S. dollars rose 9.9%.
with the September 10 China Mobile "on the short message business full implementation of the Order confirmation notice" (hereinafter referred to as "
Notice ""), the official implementation of the Nasdaq's SP concept stocks drift red, the results are immediate.
"The last adjustment was too strict." This loosening is fair to the SP. SP Industry personage Zhang (alias) said.
this July, in order to stop some SP forcing users to subscribe to their services, China Mobile launched the "Business first experience, use more assured" activities, requires the SP must give users a certain "free experience" time, then can start to pay subscriptions, which mainly include SMS, MMS, WAP and other services.
"free experience 30 days or even longer (after 21st per month, the user order SP business not only the month can be free trial, after one months can be free), gave users the space for speculation. Analysys, President of Analysys International, explained to reporters, "Users can enjoy a service for 20 days, then unsubscribe, and the second month to be registered and used as a new user." ”
"SP can't live, they can't make money, and this move is not divided." "A local mobile SP head told reporters that the notice is based on this kind of situation issued." The data show that the SMS business is still the largest source of revenue for the SP, so canceling the free experience starts with the SMS business first.
However, the SP owner does not believe that this will have a real impact on the SP: "MMS and other free experience has not been canceled, and they are the future growth of SP." "In fact, this" loosening "is only an attempt at China Mobile's rebalancing strategy for this market, which is starting from chaos.
"There may be tougher regulatory measures in the future," he said. "The SP owner does not agree with what the media says is" untied ". Zhang also agreed: "In the long run, China Mobile is to cancel the SP this link, directly with the CP cooperation." "He thinks," recently, the PDA relieved with Hunan satellite TV's cooperation relations, China Mobile intervened to explain this point, but because China Mobile directly with several big record company's cooperation, TOM, the Aerial network, the dragon Sunshine and so on SP's color ring business has fallen seriously. ”
"In the past lax supervision, the previous period of time supervision is too strict, China Mobile is trying to find a ' balance line '." "Analysys refers to lax regulation, from 2000 to 2004, the SP market is almost unregulated, and the 2006 spring and summer of the 11 new rules for the SP," "unprecedented" strict.
's "unprecedented" stringent policy has made the SP complain. In the July, lower performance expectations and layoffs became the main keynote of the SP. "But if the SP is completely removed, China Mobile will expose itself directly to the regulation of the policy and face great risks." "Analysys said.
as a business model, SP first appeared in 2000. Also in this year, China Mobile launched a mobile dream network. The original SP did go through a period of windfall profits. According to the 28-or 37-divided principle of the time, wireless revenue gradually became one of the main sources of income for China's mobile.
However, no rules of the market quickly aroused consumer dissatisfaction. "Because of the SMS complaint in the Ministry of Information Industry, China Mobile complaints accounted for 60%." "Under the direct pressure of the Ministry of Information Industry, China Mobile began to launch a series of regulatory measures quickly." "This is the inevitable requirement of China Mobile to 3G and standardize the content market." Industry insiders say.
"so that the market has both SP exist, but also to ensure their own supervision and the strength and interests." "This is the balance line that China Mobile is looking for," Analysys.
in fact, after the introduction of China's mobile policy, many SP turned to China Unicom, China Unicom benefited for a short time, but in the long run is flat.
However, the industry believes that such a loosening of space will be very small, SMS code "Four network integration" work has been developed to more than 200 SP, many national SP SMS code has been replaced. After the Ministry of Information industry will recover some of the regulatory measures, the scope of the operator's supervision would gradually become smaller, according to their own interests, the choice of space will be less and less.
