Music as the box to sell four institutions throw 300 million

Reporter Chen Jing

Intern reporter Wu Jiayi reported in Shenzhen

Suddenly bad news almost music Watch (300104.SZ) nailed to the daily limit.

On the evening of July 15, it was reported that on July 11 and 15, the State Administration of Press, Publication, Radio, Film and Television met with the leaders of the Central Taiwan's Three National Taiwan Stations (CCTV, Guoguang, and Yangguang) and the four major cities of Guangdong, Zhejiang, Hunan and Shanghai respectively Local Bureau, on the current Internet TV management and management of existing problems and rectify the direction and time made a clear request. The source said that "this is an Internet TV licensee to discuss the atmosphere stronger than in the past," perhaps the most stringent Internet TV history policy implementation will start.

July 16, LeTV fierce hit the agency Zapan, afternoon limit. At the close, the stock fell 9.75%, to close at 36.28 yuan / share. LeTV tiger list shows the day, the four agencies sold a total of nearly 307 million yuan.

"We did not receive any news from the authorities." On the afternoon of July 16, LeTV stakeholders responded to 21st Century Business Herald reporter.

The reporter on July 16 check LeTV Mall official website found that "LeTV box" column, both boxes are suspended scheduled. Official website shows that "the music box C1S has been discontinued, the upgraded version of NewC1S glory listed," and in the music box NEW C1S column, it shows "due to out of stock suspension scheduled, stay tuned."

The suspense book of music box triggered a lot of speculation in the market, these people did not respond to the reasons for the suspension of the scheduled.

The market generally believes that the SARFT regulatory policies for Blockbuster, the number of media such license plate and terminal participants are good, bad for video sites. Industry analysts on the 21st Century Business Herald reporter pointed out that the SARFT Internet TV censorship on the agenda, No. 181 ("Internet TV licensees operating management requirements") as the core name of the implementation of "ex ante review", so that The content of the TV box to control, which for the impact of video sites will force the new industry to play.

Strengthen regulation of "mouthpiece"

It is reported that at present there are seven license parties to varying degrees of irregularities, the SARFT identified four Internet TV rectification requirements: First, the introduction of film and television dramas abroad, micro-film requirements must be offline within a week, both in the old box content or new Regardless of the source of the terminal content are included in the integrated broadcast and control platform management, all the content of the platform is responsible for the licensee; Second, the introduction of different versions of the EPG must be reported to the Administration; Third Unauthorized end products are not allowed to market; Fourth, immediately stop the cooperation with a positive investigation of enterprises.

SARFT proposed that all the above rectification projects must be completed within a week, the latest administration on July 21 to begin the inspection. If the rectification is not effective, the licensee will not rule out tougher penalties.

"TV itself acts as a mouthpiece, in content, some overseas film and television drama, network original drama is not suitable for playing during television time, this is a SARFT implementation of a series of regulatory reasons." Analysys International analyst Panyi Ming pairs 21st Century Business Herald pointed out.

She believes that one of the reasons behind the regulatory measures is that Circular 181 was released just as Internet TV was just started in 2011, but so far the relevant licensees, video websites and telecom operators have not followed the rules Operation, there are some irregularities, SARFT realized that "the regulation."

"SARFT realizes that regulations have not been strictly enforced and some operations do violate the regulatory red line." Fu Liang, an independent IT and telecommunications analyst, told reporters in the 21st Century Business Herald that there is no clear name for "an enterprise under investigation" If this company is fast broadcast, then the cooperation with its business has been a serious violation.

"In fact, the company recently received a very large number of SARFT letters, these four orders we did not receive official notice of the document, but also noticed such a message." China Media (000156.SZ) stakeholders told 21st Century Business Herald reporter.

She told reporters: "Regarding the offline introduction of overseas dramas, the company has rectified and completed the project by technical means according to the letter. It has also been announced. After the three requests, we will respond accordingly if we receive a formal letter The EPG of the newspaper will certainly be reported and the application will be approved as well. "

She said the rectification content is for the June 23 SARFT's "naming criticism." June 23, SARFT sent a letter to the local radio and television bureau, requiring immediate closure of Internet TV terminal products in the illegal video software download channel, and criticized the number of media and BesTV two licensees on the grounds that the number of media launch "Lynx magic Box "and BesTV launched the" Little Red Internet TV set-top box "contains a video category App, TV users can see through the App Ikki, Sohu video, Youku and other video sites, has been involved in illegal.

Then, on July 4, Luo Jianhui, director of the Network Audio-Visual Program Management Department of SARFT, said at the 3rd China Internet Conference that the Internet TV Integration Business License will no longer be issued.

Music or suffered heavy losses

It is noteworthy that in the 21st Century Economic Reporter interview process, the music video on the above media coverage of the "four directives" to avoid talking about, and itself as the licensee of Blockbuster (600637.SH), the number of media in the previous Was named after the corresponding rectification, the response is also more "positive."

"We (the box) sales business is not affected, this is good for us." BesTV a middle management of 21st Century Business Herald reporter said.

"This has a relatively good lead for the whole industry.For the company's favorable evaluation, the market does have such a statement, but can not easily make such a comment." The number of media stakeholders said.

Microblogging user Hou Anyang HF, certified as Investment Director of Shang Shan Ruoshui Asset Management Co., Ltd., commented in the Weibo: "LeTV has engaged in a business model that tries to seize users by selling cheap TV and then sell the programs. However, the SARFT gave it a scrap of paper notice - both when the referee and as an athlete, whether you're good at watching it or not? According to the requirements of SARFT, the basic is not allowed to freely connect to the Internet TV, that the original obscenity fried Go up the price, the logic does not hold.

Currently, the seven licenses are in the hands of CCTV, CNR, CNR, CCTV, Shanghai BesTV, Hangzhou Hua Shu, Nanfang Media and Hunan Radio and Television. In Circular 181, SARFT allowed the contents of a video site to enter the television screen either directly or through a set-top box, provided that it had to work with seven licensees and that the content had to be controlled.

"The advantages of video websites lie in the rich content. Now, under the regulatory requirements, the content will be assembled on the platforms of these regular military license partners. There is no right to speak on video websites. On the whole, the Internet TV game will have a big reversal. "Analysys International pointed out Pang Yi-ming.

She believes that for millet, this content-only terminal manufacturers, the impact will not be so big, but the video site will face a short-term hit, their TV box download and download business model will be changed, the greatest impact Or music, Youku, Sohu these video sites.