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Three convergence accelerates the promotion of cable network companies or their recent listing

recently, it was reported that the three convergence work coordination group of the State Council will determine the pilot promotion plan for the next phase (hereinafter referred to as "the second batch of pilots") in the second half of 2011, and it is expected to expand the pilot scope to the capital cities of 31 provinces (autonomous regions and municipalities directly under the central government) in China by the end of 2011 or the beginning of 2012. The second batch of pilot projects is about to be launched, with the news that "one stone arouses thousands of waves"

yesterday, they called the senior management of Guangxi network, Guangdong cable and other companies, and all said that they had not received the relevant notice. Relevant people said that the first batch of pilot projects has not yet formed a business model that is sufficient to promote. In this case, it is questionable whether the pilot projects can achieve the expected results if they are eager to expand; In addition, from the perspective of user scale and the convenience of business development, the next step of "three integration" should not be decentralized pilot, but must be from point to area. According to people familiar with the matter, China Radio and Television Network Corporation (namely, the National Cable Network Corporation) is expected to be officially listed in the near future, which means that the cable network integration is about to enter a critical period of "one piece in the country", and local cable network companies may accelerate the integration in the region

there are doubts about the pilot promotion

according to the decision of the executive meeting of the State Council on January 13, 2010, from 2010 to 2012, we will focus on the two-way pilot of radio and television and telecommunications services, and explore the formation of a policy system and institutional mechanism to ensure the standardized and orderly implementation of the three integration. From 2013 to 2015, summarize and promote the pilot experience, and comprehensively realize the three integration development

among the first batch of 12 pilot projects, the two-way entry of the three integration business level of radio, television and telecommunications has begun to be declared. "Although some pilot areas have been relatively complete in terms of technology and network, they have not made any substantive progress at the business level or even at the management level, let alone have a real landing at the business level. The launch rhythm of the second batch of pilots needs to be well grasped." Wuchunyong, the fusion expert and editor in chief of fusion, believes that

it is understood that at present, although the enthusiasm for promoting IPTV is high everywhere, the problems such as how to build an IPTV integrated broadcast control platform and how to allocate domestic IP service numbers have not been solved yet. That is to say, it is still difficult for all pilots to open their hands on business model innovation

"what services to provide users and what services are the three integration pilot two main bodies willing to do, this is the most core topic that all parties need to consider in the next year." Wu Chunyong said. According to fusion | dwrh, it is very necessary to formulate different protection and maintenance plans Net incomplete statistics, the number of fixed users covered in the first 12 three integration pilot areas (cities) is 46million; The number of cable TV subscribers is more than 29.05 million. Wu Chunyong believes that such differences in user size, income level, regional distribution and many other aspects can be well piloted in business innovation in the next year

cable network rectification accelerated

radio and television media recently announced that it plans to issue shares to the remaining shareholders of Huixin company, Huide company, Huiyue company and huirun company except the company, and absorb and merge the above four companies by means of share exchange. After the completion of this transaction, cable group and 33 local network companies will become wholly-owned subsidiaries of radio and television media, so as to realize the integration of cable TV networks in Hunan Province except CITIC Guoan, four cities and one county, and fully enjoy all the benefits generated by the current 3.8 million cable TV network users

in the previous June, radio and television media also planned to purchase 49% equity of Baoding baishikaili cable radio and television integrated information network Co., Ltd. with cash of 103 million yuan to further promote the integration outside the province through the location of the grounding device of huafengda Cable Network Holdings Co., Ltd., its integration entity outside the province

the accelerated integration of national cable networks is the biggest breakthrough of cable operators under the background of "three convergence". According to people familiar with the matter, China Radio and Television Network Corporation (National Cable Network Corporation, hereinafter referred to as "national corporation") is expected to be officially listed in the near future, which means that the integration of cable networks is about to enter a critical period of "one piece in the country". The scale effect brought by this will also make it possible to widely carry out high-level domestic and foreign academic exchange and scientific research cooperation, and carry out value-added telecommunications services, Internet access, data transmission and other services

up to now, the pattern of "one province, one country" has basically taken shape, and the digitalization and Bidirectional Transformation of the first batch of pilot projects have been basically completed. According to Gran research data, by the end of March 2011, China's wired two-way network had covered 53.5 million users; By the end of May, 2011, the number of cable digital TV users in China has reached 97.027 million, and the degree of cable digitalization has reached 51.80% (the number of cable TV users is 187.3 million, and the data comes from the State Administration of radio, film and television). Guangdong, Zhejiang, Shandong, Jiangsu and other places are rapidly promoting cable digitalization

one piece of radio and television across the country is the general trend. Lu Han, deputy general manager of Southern media Holding Co., Ltd., told that this is also the basis for wired networks to enter the telecommunications business. "At present, it is of little significance for decentralized pilot cable to carry out telecommunications business in the unit of prefecture and city; the volume of telecommunications business must be tens of millions, which is a scale that local radio and television cannot reach. In the decentralized situation, even if it enters telecommunications business, it will not achieve economic benefits." He said frankly. In view of this, the next step of "three integration" should not be decentralized pilot, which must be from point to area

innovative business model will benefit many parties.

Zhang Dazhong, deputy director of Shanghai radio and television station, believes that in the future, with the portability, networking and intelligence of handheld terminals such as TVs and tablets, the three integration will promote new models and industries; The beneficiaries include smart terminal manufacturers such as home appliances, equipment and service providers, content producers and other aspects

"in this process, radio and television institutions should take content as the core and modify or customize the content according to the different requirements of different transmission channels and terminals for content - for example, wired networks require professional content, interconnection requires personalized content, intelligent terminals require community-based content, etc.," Zhang Dazhong said, "as content producers, servers and broadcasters, TV stations will not decline."

the report of Guolian Securities pointed out that since the two-way transformation of the radio and Television Department has not been completed, the most promising in the short term is the IPTV of the telecommunications department, especially the radio and television information of IPTV's leading enterprise in the short term

according to MIIT, attention has gradually shifted to cooperation; The construction mode of energy storage power stations participated by investment and financing institutions continues to appear. According to the analysis of the researchers of the Institute, the year will be the pilot stage and running in buffer period of China's three integration. In the pilot stage, IPTV is still in the development and competition state of incomplete Marketization. However, with the improvement of the industrial environment and the improvement of consumer cognition and acceptance, the user scale of IPTV will expand steadily. It is estimated that the number of IPTV users in China will exceed 21million in 2013, and the compound annual growth rate will be as high as 46%

in addition, the deepening of the three integration also brings new opportunities to the advertising market. Huachuang Securities report pointed out that the high valuation of the media industry is an important factor affecting the trend of the industry sector. With the continuous decline of the plate in the first half of the year, this problem will be alleviated. In the second half of the year, three convergence may provide huge market opportunities for digital TV, IPTV, CMMB, network video and other industries. It is suggested to pay attention to set-top box manufacturers, IPTV service providers, network video providers. In addition, in the second half of the year, driven by the three integration policy and the rapid growth of the advertising market, cable TV, film and television content production, new media and other sectors will get development opportunities beyond the industry. It is suggested to focus on Huayi Brothers, LETV, radio and television media, and radio and telecommunications. Shanghai Securities News