5g news has made new progress. On January 25, China Telecom Corporation Limited(601728) held a press conference and officially announced the commercial use of 5g news. “5g news has a wide range of application scenarios and huge market development space”. Tang Ke, deputy general manager of China Telecom Corporation Limited(601728) Group Co., Ltd., quoted the prediction data of research institutions and pointed out that the annual market scale of this technology application can exceed 100 billion yuan.
will launch standard packages to coexist with apps and applets for a long time
” China Telecom Corporation Limited(601728) has been actively deploying 5g message business since 2019″. Zhang Xiaojun, deputy general manager of marketing department of China Telecom Corporation Limited(601728) Group Co., Ltd., said at the meeting that the commercial conditions of 5g message have been met at present. Previously, in November 2021, China United Network Communications Limited(600050) announced the launch of 5g message trial commercial; China Mobile also successfully completed the pilot of 5g message private network at the end of last year.
Zhang Xiaojun also said that at present, the cost of sending and receiving 5g messages by individual users is the same as that of ordinary SMS, China Telecom Corporation Limited(601728) will provide individual users with a business package covering 5g messages; For enterprise users, diversified billing modes are implemented according to different message types.
It is understood that 5g message service is a new upgrade of the terminal’s native basic short message service.
For individual users, 5g messages can break the length limit of traditional SMS on each message, and can effectively integrate text, picture, audio, video, location and other information in terms of content; For enterprises, 5g messages will provide an information interaction interface with individual users. On the whole, individual users can complete the booking, payment and change of air tickets, tickets, hotels and other service facilities by sending voice or text.
5g news is therefore considered to replace public service app products. What’s more, 5g news may replace wechat and other social platforms.
Fu Liang, an analyst in the communications industry, told the Securities Daily that 5g news lacks certain interactivity compared with current wechat and other apps, and it is still difficult to replace wechat and other interactive chat software.
There are relevant experts of 5g message working group who do not want to be named. The above 5g message working group experts said: “we believe that 5g message and mobile Internet applications such as app and applet will coexist and compete for a long time, but they are more mutual promotion”.
The experts of the above 5g message working group also told the reporter of Securities Daily that 5g messages do not necessarily have to use 5g network and 5g mobile phone. For example, 5g messages can be used based on the current 4G Mobile Internet and terminals supporting RCS protocol stack, but the speed and stability of 5g can give 5g messages a broader use scenario.
it mainly serves b-end users and explores the market space with an annual revenue of 100 billion yuan
Where does the market space of 100 billion yuan mentioned by Tang Ke come from?
The above 5g news working group experts told the reporter of Securities Daily that 5g news mainly serves the b-end business, but in the long run, it still benefits the masses. “The b-end here is not only business, but also public and government services. 5g news does not take marketing as the main business scenario”. He pointed out.
The above experts further pointed out that 5g messages can be applied to various native application scenarios directly related to user communication, user number and user location. “For example, when the user needs to provide location information after dialing the government service hotline and cannot explain the accurate location information on the phone, the government service hotline can push 5g messages and let the user obtain the location and upload it through the mobile phone. For example, it can be applied to the rapid transmission of emergency early warning information”.
In addition, the expert also pointed out that 5g message can also help some enterprises cover services to user groups that are difficult to be covered by traditional mobile Internet applications. 5g message can also help some service subjects reduce their dependence on Internet access, reduce drainage costs and avoid information leakage.
Fu Liang also told the reporter of Securities Daily that the main commercial value of 5g news in the future lies in the cooperation of b-end customers. Because at present, the charging mode of 5g message for C-end users is no different from the previous traditional SMS package, and the upgraded 5g message is more conducive to the dissemination of b-end advertising users.
A securities firm’s communications industry analyst told the Securities Daily that 5g news depends on mobile terminals, so it will not have an impact on the current market pattern of the three major operators. However, the platform distribution of the three operators is different, and the impact on their industrial chain will be different.
“Because 5g news technically requires the opening and landing support of provincial communication channels; in terms of business model, it needs to settle accounts with the provinces; in addition, customers also need to connect with the business of the provinces. China Mobile has a platform in all provinces, while China Telecom Corporation Limited(601728) is a centralized platform, so there will be differences in the impact of the industrial chain.” The analyst explained.
According to the research report disclosed by Zheshang Securities Co.Ltd(601878) , operators continue to be pipelined under the impact of Ott, and the market is not optimistic about their 5g application. “We believe that this pattern will change in the 5g era. 5g news has the distinctive Internet characteristics of rapid iteration and flexible evolution. At the same time, as a ‘connectable unified standard platform’, it has the incomparable connectivity of Ott communication, and will truly realize message as a service. At the same time, it has the comprehensive coverage foundation of 1.6 billion message portals, as well as strong precision marketing ability and touch ability Operators are expected to change their unfavorable competitive position.
“In the future, industry customers will contribute to the main market scale of 5g news”. Zheshang Securities Co.Ltd(601878) said, “it is predicted that the scale of China’s industrial customer market will reach 58 billion yuan in 2025, with considerable market space”. “The revenue of telecom operators will be strongly driven. In 2025, the message revenue will increase by 148% and the overall revenue will increase by 4.1%.”.
