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On the eve of the signing of Baidu China Unicom mix change triggered three conjecture: the introduction of private capital group business?

via:博客园     time:2016/11/3 14:01:01     readed:1271

混改前夕联通签约百度引发三大猜想:集团业务引入民资?混改前夕联通签约百度引发三大猜想:集团业务引入民资?

November 2nd, China Unicom and Baidu Inc signed a strategic cooperation agreement in Qingdao, Shandong, to carry out a full range of depth cooperation. The move is considered to be the market that Baidu joined China Unicom mixed signal.

In this regard, China Unicom said it did not respond, also did not disclose the latest progress of mixed.

Three quarterly show this year, China Unicom net profit over the same period last year decreased by 80%. Poor performance of China Unicom can usher in a new pattern of mixed reform?

Unicom Baidu open up online and offline services

According to the cooperation agreement, the two sides will China Unicom and Baidu in the premise of friendly and pragmatic and win-win cooperation, give full play to their respective advantages in the field of resources, to carry out in-depth cooperation in resource replacement, complementary technology and achievement sharing in mobile Internet, artificial intelligence, data communication, basic business and other fields, jointly accelerate the reform and the development of enterprises in the mobile Internet era. The two sides will work together to open up online and offline services.

Industry insiders pointed out that, at present, Baidu mobile phone, Baidu Nuomi, Baidu maps and other products at this stage of the business cooperation with China Unicom is becoming more and more closely, but it is worth looking forward to the next stage of bilateral cooperation, combined with the artificial intelligence technology in depth.

With the wide use of mobile Internet, cloud computing and big data in different industries, different areas. The two sides will explore the telecom enterprises and Internet companies broader and deeper cooperation, through the powerful combination will form a complementary, both for customers to provide more abundant and convenient comprehensive Internet services and comprehensive information and communication services.

Baidu founder, chairman and CEO Robin Li said, through China Unicom's customers and users channels, Baidu's artificial intelligence technology can be convenient and efficient services to more industries and the public. Both sides of the exploration, but also to provide inspiration for more cross-border cooperation between the industry and the internet.

High level shocks

China Unicom two high-rise Zhang Junan, Xiong Yu both resigned as same as the market attention.

It is understood that Zhang Junan had been in charge of network construction Chinese Unicom, is the direct leadership of the Ministry of construction China Unicom Network General Manager Zhang Zhijiang, information technology and e-commerce business, the former general manager Zong Xinhua. Xiong Yu early in the China Unicom city and provincial subsidiary office, December 2013 was transferred to the China Unicom market sales department general manager, then China served as deputy general manager of China Unicom, China Unicom has been in charge of market.

Back in February of this year, there are rumors that Zhang Junan was under investigation. Chinese Unicom has responded, China Unicom is in accordance with the higher requirements to actively cooperate with the Central Commission for discipline inspection work discipline review of Chang, relevant information China Unicom news department has not received any need to be released, related to the relevant departments to verify rumors.

In March this year, China Unicom performance report will be held, Wang Xiaochu, President of China Unicom confirmed that the 59 year old Zhang Junan Chang Xiaobing was involved in the investigation of the case is to assist the investigation. Since 2014, according to Xiong Yu more letters of complaint letters circulated on the Internet, that during his tenure in Hubei a serious violation of law.

[mix change guess 1]

Baidu advance into the bureau?

Does this mean that Baidu has been mixed into the bureau to change? And the rumors of Ali, the Tencent may also into the Bureau, if there are opportunities? In this regard, China Unicom said it would not respond.

For Ali into the Bureau, Fu Liang said Ali did earlier on the intention of China Unicom, but Ali means to be controlled, but the relationship between the people and the people of this field, the two sides finally did not talk about.

[mix change guess 2]

Group business or value-added services to the introduction of private capital?

China Unicom, the core issue is mixed with the group's business level or the introduction of external capital value-added business level.

It is understood that China Unicom chairman Wang Xiaochu had been in the China Telecom Miuccia mix change pilot, and has been recognized by the sasac. At the time of the program is, the China Telecom's several major base business, through the introduction of external capital companies, into a joint venture.

Fu Liang believes that some time ago, China Unicom proposed music and read base company operations, but also to clarify the relationship between the capital, for the next step in the introduction of external capital to make plans.

China and Thailand securities analyst Cheng Jiaoyi believes that this mix change is led by the NDRC, is expected to exceed the SASAC led the mix change only in the subsidiary level efforts, private capital is expected to enter the industry, the reform in corporate level.

[mix change guess 3]

Through the improvement of China Unicom to improve performance?

But China Unicom's performance in recent years, poor performance, Fu Liang believes that China Unicom has been difficult to compete with the three major operators in the other two.

In October 11th, China Unicom Chinese announcement that the company had stagnated: look at the company nearly 10 years in the report found that the company in 2016 in the report's worst performance, net profit at the lowest level in nearly 10 years, only 447 million yuan. In the sales in the fourth high year on year decline, the cost of sales compared to the same period in 2015 increased by 2 billion 500 million to 17 billion 100 million yuan, resulting in a decline of about 82%, the worst performance in the 10 year report. 2016 first three quarterly reports show that China Unicom's net profit of 490 million yuan, compared with the same period last year decreased by 81.8%. Has been in the three major operators occupy the second place in the China Unicom, the fall to third.

It is reported that not long ago, China Unicom introduced 5G programming schedule, plans to complete the 5G within the year end to end the layout of key technologies of network architecture, and complete the 5G Open Lab construction, to meet the 5G business presentation and single point performance verification, 2020 is expected to achieve Unicom commercial 5G network.

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