Three nets fusion tangle: 2013 full promotion or unrealistic

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Editor's words/2010 The State Council issued an overall plan to promote triple-net integration, and in accordance with programme planning, 2012 will be the final year of the pilot phase of the triple-net integration. However, because of lack of supervision, lack of main body, unclear power and interests, no absolute dominant party, no desperate followers, it seems unrealistic to want to enter the stage of comprehensive promotion in the 2013.

"Endless Tangle."

Triple-Net integration because too many interests involved, but like a game without the protagonist. Lack of supervision, absence of subject, lack of power and interest, no absolute dominant party, no desperate followers. In accordance with the provisions of the three-net integration pilot scheme, December 31, the three-network integration pilot work should draw a full stop, but all people see only ellipsis.

Debris

The 54-piece pilot has not given an effective model, and many of the city's pilots have only started and no progress.

In accordance with the three-net integration timetable, the phased goal of 2010 to 2012 is to focus on two-way access to radio and television and telecommunications services, and to explore a policy system and institutional mechanism to ensure the orderly implementation of the three-net integration norms. At the same time, the formation of national cable Television Network Company (hereinafter referred to as "National Network Company") is also an important part of the pilot.

Time slipped silently through the December 31, 2012 24 o'clock, two batches of 54 pilot cities did not form a preliminary conclusion, but did not have the results of the pilot work and lost summary. The 54-piece pilot has not given an effective model, and many of the city's pilots have only started and no progress. As a successful pilot, 2012 9 ~ October, the Ministry of Industry has issued a telecommunications business license to 12 pilot cities. At the same time, SARFT official approval agreed to China Telecom to engage in Internet audio-visual program services, IPTV transmission services and mobile TV distribution services, such as 3 applications.

Another result of the pilot is the establishment of the National Network Company's plan, after several drafts have finally been approved by the State Council, the fourth largest operators are ready. Originally guaranteed, the national network in 2012, the end of the listing, the result again dystocia, may drag to March 2013 after the listing.

There are only small breakthroughs at the policy level, the State Council, the National Development and Reform Commission, the Ministry of Industry, SARFT, the Ministry of Science and Technology and relevant local governments have promulgated different relevant documents, outlines, plans and so on, "but for the policy, planning, outline of the details of the various aspects still need to have an interpretation, So that grassroots players can be rule-based. "Three Nets fusion expert Wu Chunyong thinks.

The biggest breakthrough is the understanding of all walks of life, after nearly three years of tortuous pilot work, the relevant parties (such as telecommunications operators, cable TV network operators, etc.) after the tangle, are aware of the triple-net integration is an unstoppable trend of development. "As a telecommunications operator and cable TV network operators, we should be aware that in the three-net integration is not truly comprehensive mature and spread the background, the partnership is greater than the competitive relationship." ”

As of December 31, 2012, the pilot ended, but the authorities did not form a conclusion. Assistant Secretary-General of the Ministry of Interactive media industry, Yang Kun in a recent meeting to provide a set of numbers: Three network integration of 54 pilot cities across the country, covering more than 300 million people, the pilot phase of the cumulative 400 million network video users, nearly 22 million IPTV users, 120 million ~1.6 billion digital TV users, More than 100 million people watch video on their mobile phones. Wu Chunyong that this is only theoretical "coverage of the number" and "the actual number of users" there is a big gap.

Strong push

With the three-network integration of the pilot, it is bound to promote operators, individual users and so on their own network, terminals and other upgrades.

Even faltering, but from the national strategy, or from the point of view of user demand, triple net integration is an irreversible trend.

From the industrial chain, with the three-network integration of the pilot, it is bound to promote operators, individual users and so on their own network, terminals and so on to upgrade. This will be similar to optical fiber, terminals and set-top boxes, CA smart cards, movies, TV dramas, games, televisions and many other industries to bring good news.

There will be many changes from the perspective of public life. First, there are many operators to choose from. Users can choose different types of operators according to their own needs; the second is cheap products, as operators will launch bundled package business, the general public can buy a lower price to mobile phones, fixed telephone, broadband and other business; Finally, the value of services, operators operating products or business rich, The general public can enjoy the value of the service one-stop.

"National Network to fail"

In order to achieve the three-net integration of the pilot goal of 2010, the State Council strongly promoted the establishment of the National Network Company, the relevant preparatory work began to gradually recover. But the radio and television system inside all understand that the approved framework for the formation of the plan, because the provincial network assets have not yet integrated into place, operation will be difficult.

To see a little light, but also feel a greater obstacle. After several twists and turns, the establishment of the state-net company's plan to finally obtain the State Council's approval, but did not officially listed at the end of 2012, so the details of the establishment of the national Network has not been published. Under the trend of irreversible convergence of the three networks, the speed of national network is an important factor for the future competitiveness of the radio and television department. Everyone knows the urgency of establishing the national network, but it is still struggling to push it forward.

The main reason for the delay in the internal broadcasting system is that of people.

October 29, 2012, SARFT announced the new appointment, Hebei Province, the former deputy governor Nietenchi as the State Administration of Radio, Film and television deputy Director, and the National network company has been the catalyst, SARFT original deputy director Haitao because of age, will be transferred to other departments. Haitao is the leader of the national network, according to the original plan that began to be set up more than two years ago. Radio and television system in the last ten years, network transformation, network integration and other industrial processes, are in the Haitao, he is the most familiar with the actual situation of the leadership, the provincial network companies also have a certain influence. Inside the radio and television system there is a voice that he is the age "to the point", so he retreated to the second line. But there is another way of saying that the level of the state network is inconclusive, the fund gap is huge, the internal property rights are too complex, the whole network integration difficulties, Haitao is unwilling to take over the hot potato.

How hard is it to integrate? December 27, 2011, the electric media for the launch of major asset restructuring began to suspend trading. July 6, 2012, the electric media announced the reorganization of the plan and the recovery of cards. November 13, again announced that the reorganization of the assets proposed to purchase the audit work has been completed. The reorganization of the major assets will realize the deep integration of the electric media to the Hunan cable TV network.

The shares to be absorbed by the power-wide media include 64 shareholders of the Bureau of Hunan Cable Television Network (Group) Co., Ltd. and 33 of the 33 local network companies owned by shareholders of the Bureau. By then, the media will directly or indirectly hold 100% per cent of the cable group, indirectly control 64 local network companies and provincial network companies, while directly holding 33 local network companies 100% of the equity. The above total of 97 local shareholders will hold the power of mass media listed companies.

The complexity of shareholder composition is the biggest problem of cable network integration. "Shareholders will come to more than 100 shareholders, each one to make a point of view, three days later, has not talked about the subject." "The boss of a city network company complains.

Not only the network serious segmentation, is cut into a piece of small nets also do not have a sound "body." Wu Chunyong has run a number of pilot areas in a year to investigate, he found that the number of local radio and television system is seriously missing, so far, and did not really have their own living conditions to obtain data in the form of the publication. Cable industry and Cable TV network operators reported this information is opaque and its not open behavior more or less will let the community of China's cable industry development and the status of a number of misunderstandings. In its bulletin, the pilot region summed up the development of the broadcasting industry for one year, and the wording was vague. For the cable television industry around the year's revenue, business volume, the total number of users are not explicitly introduced, and even in some places, only talk about television stations, radio programs, which have won the cable television industry did not talk about.

The national network is not listed, but the local company's market impulse has not stopped. December 2012, Hubei Radio and Television (000665.SZ) borrow shell listing. The same year in early November, Hangzhou Chinese media (000156.SZ) login A-share market, is expected to be completed by the end of March 2013, Zhejiang County Radio and television cable network to join, in the next 5 years, the province's integrated provincial assets will be gradually injected into the listed companies.

At this point, has been listed in the local radio and television network company has nearly 10. This means that when the IPO starts to integrate, it will involve at least 10 listed companies ' assets.

There are radio and television industry Personage said, according to people familiar with the situation, under the provincial network assets integration dilemma, SARFT internal to the establishment of the network company began to gradually lose confidence, its preparation once stalled. However, the State Council in order to achieve the 2010 set up a three-network integration pilot goal, the strong impetus for the formation of national network companies, the relevant preparatory work began to gradually recover. But the radio and television system inside all understand that the approved framework for the formation of the plan, because the provincial network assets have not yet integrated into place, operation will be difficult. As one of the main body of the triple net merging, the national network must break through, but the direction of breakthrough has not been found.

"Pilot chaos"

December 12, 2012, the Guangdong Provincial cable television Network (Group) Co., Ltd. (referred to as "Hunan Cable") and China United Communications Co., Ltd. Hunan Branch ("China Unicom Hunan Company") signed a strategic cooperation agreement to jointly expand the three network integration "Blue sea" market. The company announced the same day, received a reply from Hunan Provincial development and Reform Commission, agreed to invest 3.727 billion yuan to build the next generation of radio and television network.

This type of joint venture between radio and television and telecoms enterprises has been used in other pilot areas, such as Wuhan, a joint venture between Wuhan Radio and television and China Telecom.

The two sides signed in December 2010, the original idea is that radio and television and telecommunications from competition to cooperation, but later progress is not the wish. "Each of the joint ventures accounted for 50%, the Chairman and the general manager of both sides take turns", which is the Wuhan joint venture company model the most image of the annotation. At first, the two sides prepared to inject 220 million yuan, but finally only 6 million yuan. In this joint venture, in the weak Wuhan radio and television more positive, but China Telecom does not have much power. The cooperation between the two parties was subsequently silent and no further.

It is hard to see the hope of success because the protagonist is absent. Local radio and television companies and telecommunications companies exist, the joint venture is the spokesman for the interests of the people who are represented, it means that no one represents. No protagonist of the game, certainly can not go on for a long time.

Another popular pilot model is the local broadcasting and telecommunications enterprises bundled sales, that is, the three-network integration package model. For example, Shanghai Mobile and Oriental Cable in Shanghai to launch a "joint package", the Oriental cable to provide high-definition Carnival package, on demand, back to watch programs and other services, Shanghai Mobile is to provide talk time, gift cards, etc., the new users to achieve their own income through the split.

China Mobile lacks fixed network resources, so it is more active in cooperation with local radio and television. This kind of cooperation is complementary in nature and can achieve mutual benefit, so it has been tried in many pilot areas. But this is only a simple bundle of sales of the model, and not in the triple-net integration to make much innovation.

The number of Chinese media in Hangzhou is recognized as a relatively successful model of triple-net fusion. The Hangzhou model is essentially the IPTV development model under the leading of the radio and television operators, benefiting from the deep cooperation of Hangzhou radio and television and Hangzhou Netcom on the capital level, the Chinese media can use the two networks of cable network and IP network, and promote IPTV interactive TV at the same time while digitizing the CATV, and The successful commercialization of Hangzhou has also made the digital rate, interactive TV subscription ratio, user ARPU value higher than the national average, and interactive TV has become an important business growth point besides the basic program fee. Although the Hangzhou model is more successful, but the industry believes that Hangzhou radio and television and Hangzhou netcom deep cooperation, it is difficult to replicate in other regions.

Looking back over the past two years of pilot, local radio and television and telecommunications signed a number of strategic cooperation agreements, some launched a packaged package services, some set up joint ventures, and some attempts to cross-screen integration business. However, the three-network integration experiment has been conducted around Non-core and non key areas, and there is no serious cross line between the two sides in the area of highly sensitive integrated broadcasting control rights and fixed network resources.

Wu Chunyong that the launch of the pilot did not really understand the connotation of the three-net integration and long-term significance, radio and television and telecommunications operators did not in the specific three-network integration pilot business level to invest more human, material and capital, and thus cause in the business of innovation without any achievements.

Smart television set off a storm in 2012. There are Apple and Google in the leading intelligent television, in addition to the domestic television manufacturers began to push Smart TV, as it leader, Lenovo also pushed Smart TV, internet companies, music and millet have also been involved. Intelligent TV is considered as a major breakthrough in the three-net fusion innovation. Lenovo and Le Vision of the Smart TV program to provide users with a new application experience based on, and did not damage the original radio and television and telecommunications operators of the interests, and the original plan of the Millet box bypassing radio and television ideas, in the listing after a week is called a halt.

Although so far the official did not give the first stage of the pilot conclusion, but the 2013 pilot will be more extensive area, the pilot will deepen the depth. Simple cooperation, joint venture is not the essence of the three-net fusion, innovative application model will lead the next step in the direction of the three-net integration.