Times Weekly: Flying in the past life

Times weekly reporter Li Yu atlas Tan Yu Zhao Cho following March 22 to become a-share first high price shares, the Shenzhou Thai Yue continues to bullish, April 6, finally stood on the 200 yuan mark, become the only one of the two cities 200 yuan stock. "Now the two-tier market is so hype, listed companies are just a tool, if there is a loss of investors, and blame the company, we are very wrong, so we hope that investors rational view of the problem." "China's deputy chairman of the Thai Yue, Dong Huang Song waves April 19 to The Times weekly reporter said:" The stock price so high, we had no idea. "April 20, China Thailand Yue released the first quarter of 2010 earnings show, the realization of operating income of 166.719 million yuan, an increase of 27.97% per cent, net profit of 57.1589 million yuan, an increase of 48.36%."　　In the mobile Internet development and operation support business areas, the realization of operating income of 130.2983 million yuan, an increase of 27.31%, which originates from the "rural credit" business income of 13.95 million yuan. Has been criticized by the "business is entirely dependent on mobile flying letter" of the Shenzhou Tai Yue, in fact, from last year began to vigorously develop the business outside the letter-"agricultural trust." But "the business is still in cooperation, and now it is difficult to talk too much about substance."　　Huang Song waves to the Times weekly reporter said. Flying letter, is still the main business of the Shenzhou Thai Yue, still in the eyes of investors have a huge "halo."　　But flying all the way, what is the unknown business story?　　After several twists and starts flying letter was born in Beijing moved, as a mobile local company, when Beijing Mobile undertook the flying test platform. "A lot of new business is to local mobile companies to test, mature and then to the whole network to promote." For example, wireless music business base in Sichuan, mobile phone mobile payment in Hunan, mobile reading base in Zhejiang. At that time, Beijing Mobile undertook a flying letter all the operating platform, software development and other work.　　Huangsong recalls.　　Initially, Beijing Mobile and a company named Yi-Tong wireless companies launched a flying letter, Yi Tong Wireless Responsible person called Zhang, and later became 12580 Beijing Unlimited news, after he was the chief executive of Tencent Beijing Branch. At the beginning of 2000, Tencent and some operators began to contact the mobile interconnection, in August 2000 to get the first contract, then in a few provinces to provide users with mobile Internet access services, this is mobile QQ.　　But at the end of 2006, China Mobile announced that "for the Internet to carry out various kinds of IM services to the SP's existing chat Dream network business, for the smooth transition of such operations in time to allow the end of this year, the relevant SP cooperation agreement to renew until this (2006) December 31." In fact, China Mobile Vice President Lu Xiangdong in the "2006 Wireless data and value-added business work conference" on the said, IM is China Mobile 2006 years of focus, IM work the overall goal is: to create mobile integrated IM brand, do IM the boss of the field. So, hope to make a separate move and Tencent break up, at the same time with the flying letter partner Easy to Wireless also parted. Zhang publicly said he had left the wireless, and was unwilling to disclose anything.　　The breakup made the letter of the letter had to be bid again. At this time, the Shenzhou Thai Yue gradually surfaced.　　At the end of 2006, Beijing Mobile Flying letter business construction of the second bidding, Shenzhou Thai Yue in the Tsinghua Voice, TOM (Li Ka-shing's son Richard Li) and other companies in the competition, won the Flying letter business all-round maintenance support outsourcing services business.　　Shenzhou Tai Yue set up a holding subsidiary-the new media dedicated responsible for the relevant work, and in March 2007 and Beijing Mobile signed the letter of development and maintenance support contract, to now has about 1200 of the technical team for flying letter business services. Huangsong recalls the circumstances of the year, in order to create a letter of business, Beijing Mobile has organized a group of people to develop, at the same time through the first bidding, looking for a lot of different areas of the company to promote, which Microsoft is responsible for providing software systems, Shenzhou Tai Yue undertook a flying letter system integration business, mainly including flying letter equipment trading,　　Equipment installation. Beijing Mobile, also plays an important role in the development history of flying letter.　　Prior to the Times weekly reporter call Beijing Mobile, an executive, want to know the details of Beijing Mobile development Flying letter, the other side did not answer the phone, no reply to the text message.　　Fly the tender, the Shenzhou Tai Yue scale is not big, according to Huangsong said, at that time also on more than 200 employees, and at the same time bidding for Tsinghua Voice and Tom and other well-known companies, the Shenzhou Thai Yue is how to win this single? "We know more about the needs of the telecoms business than any other company. "Huang Song waves to the Times weekly reporter said, in fact, more than 10 years ago, the Chinese Tai Yue and Beijing Mobile has had cooperation," the outside world seems to be difficult, but if not understand the telecom business needs, it is difficult to do. "In fact, the Shenzhou Thai Yue was not noticeable, although in the industry for many years, but the business has not much breakthrough, and the outside focus more on the provision of software systems, the international giant Microsoft."　　MSN at that time as the second largest domestic share of IM software, can bring a lot of valuable experience for mobile.　　However, mobile and Microsoft's honeymoon is very short, one of the people informed the Times weekly reporter, because the business of flying letter more and more, mobile need to spend a lot of money to Microsoft to buy a lot of software services, and move does not want to be Microsoft, so eventually let the Shenzhou Tai Yue build a letter.　　Facing the Times weekly reporter, Huangsong recalls, the mobile phone and internet interconnection, at that time whether can be accepted, can grow to how big, whether it can be profitable, who in the heart also have no number. Flying letter business development at the beginning, there are many twists and turns.　　Times weekly reporter has repeatedly wanted to interview the experience of the time-Zhang and Rochuan, but they all for a variety of reasons refused to interview, do not want to talk about that part of the past. These two people, one is Tencent QQ of the elder figures, a MSN is the former Chinese district leader, whether technical or market vision, Zhang and Rochuan are good partners, China Mobile can be found to the right person.　　However, they eventually parted with China Mobile in the letter-flying business.　　Zhuo Wang appeared in 2008, flying letter operation began moving from Beijing to move its Zhuo Hope company transfer, Times weekly reporter found that this period of history outside know very little, many people in the industry are not too clear. A person familiar with the situation told reporters that in 2008, the Shenzhou Thai Yue and Beijing Mobile cooperation expired, China Mobile will fly the letter of the business allocation to the Zhuo Wang information, from Zhuo Wang to the whole network.　　He said that the previous China Mobile data business is mostly a one-year sign, because Zhuo Wang and China Mobile contract is three years a sign, after negotiations, Zhuo Wang and Shenzhou Thai Yue also signed a 3-year contract. April 19, Huang song to The Times weekly reporter said, flying letter business since 2007 commercial development faster, cooperation agreement extended to three years, on both sides are advantageous, "for us, we can boldly carry on the development of flying letter platform investment, This has laid a good foundation for the continued stability of Shenzhou Yue's work in research and development. "Our relationship with Shenzhou is that we are in charge of operations and they are technology providers."　　"December 2009, Zhuo Wang Information Vice President Fu was introduced to the Times weekly reporter, Zhuo Wang is a holding subsidiary of China Mobile, they have another name is China Mobile data business Operations center, mainly responsible for the operation of the entire network of mobile support. In fact, Aspire Company's establishment, originated from that year China Mobile (Hong Kong) company chairman Wang Strategic vision. According to the 2003 International Finance report, Wang's strategic vision is: China Mobile in the data business to achieve technology leadership, business leadership, and the key to the double lead is management leadership. Technology can be bought, and management ideas cannot be bought.　　How to apply China Mobile's management ideas to the management of mobile data services, and maintain the exclusive technology, the establishment of a holding company such as Aspire is the most appropriate. Zhuo Hope since the establishment of 2000, has helped China Mobile to create a "mobile Dream network" business brand and portal system, China Mobile is the development of data new business Research base and core engine. 2003, Wang is chairman of Zhuo Wang, the deputy general manager of China Mobile Group Lu Xiangdong was chairman Wang, Chief engineer Li Mefang is director, Schlosser is CEO.　　In 2005, Lu Xiangdong was promoted to chairman of Aspire, and in September 2006, Li Mefang became the CEO of Aspire Holdings.　　In October 2008, China Mobile moved to another Internet strategy, and the group added 139 mobile internet companies, the CEO of the new company, Ye Bing, a minister from the China Mobile Data Division, COO, a Rochuan who has left MySpace. Visible, 2008 years later, Zhuo Wang's strategic position in the mobile interior increasingly important. Also starting from this time, flying letter operation began to move from Beijing to move the company's Zhuo WangTransfer。 by Zhao Wan and Shenzhou Tai Yue Cooperation, the development of flying letter business into a rapid growth of the channel.　　Just over a year, the Shenzhou Thai Yue jumped into a comprehensive China Mobile agent. The embarrassment of flying letter with the Shenzhou Thai Yue hand, flying in China Mobile vigorously promoted into a high growth channel. "A few years, flying letter business has been included in the provincial mobile companies each year KPI assessment indicators, to become the provincial mobile company's task, are in the push letter."　　People familiar with the matter said. Analysys International data show that in the first quarter of 2007, flying letter at the same time the online users far behind the front seven, the market share is almost impossible to statistics, the second quarter letter still absent. But in the third quarter of 2007, flying a letter more than Ali, Skype, NetEase bubble, and so on, successfully sat on the domestic IM market fourth, after QQ, Sina UC and MSN.　　Analysys International analysis that the rapid growth of the market share of flying letter, mainly due to the early 2007 China Mobile will fly letter business in the year KPI focus on the development of business, the number of registered users fly a fast growth. In fact, there is a strong advantage of flying the letter, that is, in the mobile giant customer support, the PC client to the mobile phone to send information free, which makes many people use flying letter free to send information. In addition, the letter also has a majority of wired internet im can not do the function, that is, the use of the voice communication function, the implementation of preferential measures.　　All these make the flying letter in the mobile IM has a strong advantage.　　Mobile also did not put the letter is limited to im above, in the marketing, Mobile will fly letter as a cheap voice communication methods to promote, which let some non-Internet IM users understand the letter.　　However, at that time, Analysys International analyst Li Jiayan in its research report that if only rely on voice communication tariff concessions to attract users, will lead to flying letter voice communication and mobile communication to form a competitive situation, so to guide users to use the fly-through value-added services, to enhance the willingness to pay users is one of the problems to be　　Li Jiayan also believes that China Mobile to the operation of flying letter to take the outsourcing strategy for product development and value-added business operations, increased the difficulty of flying letter operation Management, the flying letter software follow-up development and perfect work buried hidden dangers. Letter of the market share of rapid growth, but the letter of profit model?　　In fact, flying is different from the traditional Internet IM, and take the outsourcing model, which is doomed to fly a letter has a different profit model. "With the Chinese mobile cooperation model, is based on the number of active users flying letter every month and we settle the development and technical maintenance costs each month, not to fly a letter of income into the original letter is not profitable, the early stage of our investment is very large, then slowly began to make money."　　Huangsong said that China Mobile has a very strict assessment system, even if it is due to upgrade some drop line, etc., will be mobile deduction points. Now, he says, there's more than just one of them moving inside mobile communications, 12580, Sichuan's China Mobile wirelessMusic base, 139 mobile phone mailboxes are this mode of settlement.　　However, relative to the letter, the outside world is more worried, although the Shenzhou Thai Yue profit growth, but almost entirely dependent on China Mobile's model risk. "We have the first advantage, the current China Mobile Flying letter Business Support system is the development of Shenzhou Tai Yue, even if the technical barriers are not high, China Mobile to replace the existing system financial costs are very high, so this problem is not big." We are now in the continued expansion of the letter business, as far as possible to reduce the proportion of flying letter business, for example, we are now vigorously promote the agricultural business, and so on, after the listing, we are more abundant funds, the future will be more diversified development.　　Huangsong told The Times weekly reporter.　　But the outside for the letter of doubt still exists, on the one hand, on the technical barriers, on the other hand, is a letter of active users less. "Flying is just a mobile IM tool, technical barriers extremely low."　　"A product manager in the IM field said to The Times reporter that the company can operate flying letter is not scarce in the industry, from research and development to operation, hundred people will be enough, but later maintenance is more labor-intensive." "The success of flying a letter is to have a mobile channel, which other companies do not have." "he said. Why not move your own business, but by outsourcing?　　He says the move may be to control costs. The prospect of flying letters in fact, China Mobile did not simply as a letter to the IM software, the mobile President Wang Wang would like to fly a letter will be able to move the communications business and the Internet connection.　　Flying a letter is a tool that can integrate instant messaging tools with mobile phones, the realization of one-stop integrated communications services: voice, Video (real-time), SMS, instant Messaging (quasi-real-time), mail (not real-time), thereby supporting the mobile currently accounted for more than 70% of the voice communications business. However, the current active users of the letter is still very low.　　According to the international early release of the data show that as of the second quarter of 2009, the number of flying users has reached 184 million, compared with the same period 2008 growth of 64.9%, but the user activity is only 29%, Tencent QQ has maintained an average of 40% user activity.　　In the beginning of the development of flying letters, some industry experts have to fly to the target crowd to make questions, communications industry expert Xiang has said that QQ and MSN have their own target crowd, but it is difficult to see the target of the flying letter where? Although the fly after the launch of the hot, but not irreplaceable instant communication tools, and the lack of user-attractive value-added services, some users began to give up flying letters service.　　Happy NET and other SNS sites, as well as the development of their own 139 lobbyist business, are flying the number of users of the growth of flying a negative impact. In fact, it is unrealistic to expect too much growth in the letter-flying business. This is also from the beginning of last year, the Shenzhou Tai Yue vigorously develop the agricultural credit and communication business reasons. However, the development of agricultural ICT and operational support services business is still the Shenzhou Tai Yue in China Mobile, the business expansion of this big customer. Shenzhou Thai Yue also said that the businessis still at the initial stage, it is not possible in the short term to bring too much capital appreciation of shareholders, the fact that the letter is still the main business of Shenzhou Tai Yue now. Fly a letter, this is an outside project too many Halo business.