Triple-Net Fusion: from the two injuries, the combination of confrontation

According to SARFT released the first half of the 2011 radio and Television http://www.aliyun.com/zixun/aggregation/6288.html "> Industry development data show that in the first half of 2011, National radio and television revenues of 101.968 billion yuan, the same period last year, an increase of 18.495 billion yuan, an increase of 22.15%.

According to the Ministry of Industry released the first half of the 2011 years of national communications data show that the first half of 2011, the national Total telecommunications business completed 568.11 billion yuan, a year earlier growth of 15.7%, telecom main business income cumulative completion of 474.07 billion yuan, year-on-year growth of 10.1%.

From the above data can be seen, radio and television revenue for the telecom operators only 1/5, so large disparity, also became the radio and television want to take part in the field of telecommunications, to obtain more revenue from the driving force of business. But whether to take the policy to make the princes of the means, or to follow market standards, its impact is very different.

Status quo: Broadcast control platform "stranded" national wired "desire out"

The triple-Net fusion has developed for a year, but the market progress is not satisfactory, especially the IPTV broadcast control platform, although has been completed, but also only completed the radio and television internal docking work, but because of various reasons and telecommunications to form a real docking, IPTV broadcast control platform has been "stranded" state.

Beginning last September, Cntv spent the construction of IPTV broadcast control platform, to this May, basically completed with Mianyang, Qingdao, Wuhan and other 8 triple-network integration of the pilot City IPTV platform docking. However, for a variety of reasons, local telecom operators and the docking of these platforms is not smooth. It has a great impact on the CNTV program's IPTV business development plan.

July 2011, the Chinese Network Television (CNTV) officially on the Guangdong Telecom and Jiangsu Telecom IPTV platform infringement of the video of CCTV related television program, the action to the Local Court. Cntv stressed that the company has exclusive access to CCTV all TV channels of the new media platform broadcast rights, and litigation is to warn telecom operators if not through its IPTV broadcast control platform, then broadcast CCTV content is "illegal." Its purpose is also to Shanshi, increase their own and telecommunications IPTV cooperation weights.

Radio and television to content broadcasting control as a weapon, while telecommunications control network resources and users, both sides have a barrier, mutual support. and the desire for their own interests has affected the cooperation of both sides to a great extent, which has affected the progress of the industry. The typical "is money to blame"!

At present, radio and television not only through a variety of ways to increase cooperation with the telecommunications chip, but also has been trying to improve their competitive strength. A few days ago, there is news that the national cable network company, which is brewing for a long while, may be listed in September. According to the state-level cable network company's latest construction program, the name identified as "China Radio and television network Company", ranked as deputy ministerial level, belong to the SASAC management of state-owned enterprises. From the administrative level can be seen, the company and China Mobile, such as the three major telecom operators are equivalent.

National Network Company listing is only the beginning, more critical is the future of the national network assets integration. It is reported that the national network companies may take three steps to carry out asset consolidation. First of all, the Ministry of Finance, the central trunk network, such as money, to participate in the establishment of national network companies. Second, the provincial network assets are evaluated, injected into the national network companies. Finally, the completion of the listed cable TV network company's assets integration, the National network company timely listing. But as of now, the final specific plan has not been disclosed, and Lenovo to the previous national cable set up rumors of the "Jump ticket", I hope this can be real action, otherwise scattered sand a plate of radio and television, and telecommunications operators in the game will always be difficult to form cohesion.

The industry believes that the establishment of the National cable network company means that the cable network integration is about to enter the "national a Net" key period, the resulting scale effect will also make the broad grid carrying related telecommunications business possible. Before the radio and television in the cooperation of telecommunications competition, has been in a relatively weak position, the establishment of China Radio and television network company, is conducive to increasing the cooperation between the SARFT and telecommunications chips, the formation of a reciprocal strength of cooperation between the two sides. But streaming media network that, from the previous radio and television's many big moves to see, the ideal and the reality still has a gap, Shang, this time the national cable is also in the Fusion innovation era, carrying the broadcasting group for many years dream results. Listing is only the beginning, but whether it can be changed, really play the role of the idea, still need to be further observed.

(Responsible editor: The good of the Legacy)