Recently, 5g commercial news ushered in new progress. In terms of operators, 5g news pilot business is gradually launched, terminal promotion and application ecological construction are accelerating, and leading enterprises in the industrial chain are also laying out in advance. The agency believes that 5g messaging business will bring new opportunities to the industry, the user needs of C-end (personal end) and b-end (enterprise end) will open up greater market space, effectively boost the income of operators, and the platform service and application end are expected to benefit for a long time.
three operators accelerate
5g message business is gradually approaching. At the China United Network Communications Limited(600050) 2021 Partner Conference held from December 6 to 7, China United Network Communications Limited(600050) released the 5g message Zhixin departure plan, including terminal development plan, application promotion plan, user experience plan, green governance plan and ecological empowerment plan, and launched the 5g message Winter Olympics application. Huang Changjian, deputy general manager of China United Network Communications Limited(600050) group product center, said that China United Network Communications Limited(600050) incorporated 5g news into the key areas of the company’s investment, and the planned investment amount may exceed 1 billion yuan. At the meeting, China United Network Communications Limited(600050) also established China United Network Communications Limited(600050) 5g message ecological alliance with partners such as Huawei, Zte Corporation(000063) and China Academy of communications.
He Biao, deputy general manager of China United Network Communications Limited(600050) introduced at the 5g news ecological development forum of “Zhixin future” held on the 7th that China United Network Communications Limited(600050) has launched the trial commercial use of 5g news in early November this year, forming a 5g news product system with the dual efforts of the public, government and enterprises; Access to nearly 100 CSPs (certification service partners), cooperate with more than 100 industry customers, and build more than 300 demonstration applications; It has carried out in-depth cooperation with mainstream terminal manufacturers such as Huawei, Xiaomi and oppo.
The other two operators have also made new progress recently. On the investor interaction platform on China Telecom Corporation Limited(601728) 3, the company actively cooperated with the industry to jointly promote the construction of 5g news official commercial platform and business commercial preparations. In the early stage, key user-friendly tests have been started. Commercial services will be launched in due time when conditions are ripe. In October this year, China Mobile and Industrial And Commercial Bank Of China Limited(601398) jointly completed and officially launched the digital RMB wallet based on 5g message, and built a fire emergency application “fire emergency alarm center” based on 5g message in some regions.
Many institutions believe that 5g message business has met the conditions, and the business process is expected to accelerate. Open source Securities said that 5g news industry ecology is gradually mature. In terms of commercial promotion, the three operators and industrial partners actively promote the construction of 5g message platform. At present, the network has the conditions for large-scale commercial use; In terms of terminal promotion, mainstream mobile phone manufacturers have released messages that more than 80 terminals support 5g; In terms of application ecological construction, 5g news fully demonstrated the innovative application scenario of integration with Qianxing and Baiye. Minsheng securities also pointed out that the trial commercial launch of 5g news shows that 5g news has officially entered the landing stage, and the relevant commercialization process is expected to accelerate in the future.
Fu Guoqiang, senior engineer of the Chinese Academy of information and communications, said that 5g message market has broad prospects. Today, when operators’ message services tend to be saturated, the landing of 5g message is a new driving force for the development of the telecom market.
According to the analysis of Huachuang securities, the market opportunity of 5g message is huge. From the “close view” of 5g message, it is expected to increase the market space of 40 billion yuan of traditional SMS to about 100 billion yuan. From the perspective of “vision”, in the next five to seven years, combined with new technologies such as cloud, big data and AI, the market scale of 5g news is expected to reach 300 billion yuan. Zheshang Securities Co.Ltd(601878) said that in the future, industry customers will contribute the main market scale of 5g news, which will reach 58 billion yuan in 2025.
the market pays attention to industrial chain investment opportunities
The industry believes that the 5g message industry chain includes operators, terminal manufacturers, imsip (multimedia subsystem Technology) network supporters, MAAP (message as platform) platform supporters and industry developers. In addition to operators, other leading enterprises in the industry chain are also accelerating their layout.
In terms of 5g leading Huawei and Zte Corporation(000063) , both had previously participated in the construction project of 5g message system of operators. In August this year, the three operators, together with Zte Corporation(000063) , Huawei and other seven units, established a 5g message joint laboratory to carry out technical verification related to 5g messages. In addition, Zte Corporation(000063) this year also released the 5g news global cooperation plan to provide global operators with 5g news trial based on public cloud, and open OpenLab (Open Laboratory) free of charge to promote the landing of 5g news in the audio-visual cultural and creative industry; Zte Corporation(000063) from 2021, all terminals issued have supported 5g messages.
Montnets Cloud Technology Group Co.Ltd(002123) launched Fujin and other 5g message standard products in 2018, and launched “Tianhui” 5g message PAAS (platform as a service) platform at the end of 2020. At present, Montnets Cloud Technology Group Co.Ltd(002123) has obtained CSP certification from 13 provinces of China Mobile, and China Telecom Corporation Limited(601728) , China United Network Communications Limited(600050) has been shortlisted in the first batch of CSPs, and won the bid for the procurement project supported by the operation of China Mobile Internet message aggregation platform and the upgrading of SMS applet in internal business scenarios (both projects have a winning share of 100%).
Many institutions suggest paying attention to telecom operators and industry developers. Zheshang Securities Co.Ltd(601878) said that 5g message will realize the leap of operator message service, and the revenue of telecom operators will be strongly driven. It is predicted that in 2022, 5g news will drive the news revenue to increase by 56% and the overall revenue to increase by 1.5%; In 2025, the news revenue will increase by 148% and the overall revenue will increase by 4.1%. In addition, industry developers and operators will jointly explore the enterprise user market and enjoy the industry’s 10 billion yuan cake through sharing and other modes. In particular, the enterprise SMS service providers of operators have great advantages. It is recommended to pay attention to the head manufacturers of enterprise SMS services.
Huajin Securities said that in the 5g message ecosystem, operators, industry customers, terminal manufacturers, individual users, and associated AI (Artificial Intelligence) and SDK (software development engineering package) technology providers are expected to benefit from the 5g message service process.
(economic information daily)
