On November 2nd, China Unicom and Baidu signed a strategic cooperation agreement in Qingdao, Shandong Province to carry out all-round deep cooperation. This move is considered by the market to be a signal that Baidu has joined China Unicom's mixed reform.
The famous economist Song Qinghui also believes that "China Unicom and Baidu signed a contract cooperation in Qingdao today, which is related to China Unicom's mixed reform."
In this regard, China Unicom said that it will not respond, and did not disclose the latest progress of the mixed reform.
Just one day before, on November 1, China Unicom's official Weibo said, "Because of job changes, Zhang Xiaoan and Xiong Wei are no longer serving as deputy general managers and members of the party group of China United Network Communications Group Co., Ltd." Did not disclose the two people to go, China Unicom said that the official calibre prevailed, temporarily inconvenient to respond.
This year's third quarterly report showed that China Unicom's net profit fell 80% compared with the same period last year. China Unicom, which has poor performance, can usher in a new pattern through mixed reforms?
Unicom Baidu has access to online and offline services
According to the cooperation agreement, China Unicom and Baidu will give full play to the advantageous resources in their respective fields under the premise of friendship, pragmatism, cooperation and win-win, and use mobile resources, artificial intelligence, big data, etc. in the way of resource replacement, technology complementation and results sharing. In-depth cooperation in the field of communication basic services, and jointly accelerate the transformation and development of enterprises in the era of mobile Internet. Both parties will jointly open online and offline services.
Industry insiders pointed out that at present, mobile phone Baidu, Baidu 糯米, Baidu map and other products are getting closer and closer to Unicom's various businesses at this stage, but it is worth looking forward to the next stage of cooperation between the two sides, and artificial intelligence technology. Deep integration.
With the wide application of mobile Internet, cloud computing and big data in different industries and different fields. The two sides will explore a wider and deeper level of cooperation between telecom companies and Internet companies. Through strong alliances, they will form complementary advantages and provide more comprehensive and convenient integrated Internet services and comprehensive information and communication services for both customers.
Li Yanhong, founder, chairman and CEO of Baidu, said that through Unicom's customer and user channels, Baidu's artificial intelligence technology can serve more industries and the public conveniently and efficiently. The exploration of both sides will also provide inspiration for more industry and Internet cross-border cooperation.
Independent telecom analyst Fu Liang (microblogging) told the Beijing News reporter that "the signing of Unicom and Baidu can be seen that both parties are very sincere in cooperation, such as operators doing location services, and cooperation with Baidu map, the two sides are complementary. â€
Company high-level shock
The two high-level executives of China Unicom, Zhang Yu'an and Xiong Wei, have also been highly regarded by the market.
It is understood that Zhang has been in charge of the construction of China Unicom's network. He is the direct leader of Zhang Zhijiang, the former general manager of China Unicom's network construction department, and Zong Xinhua, the former general manager of the Ministry of Information and E-commerce. Xiong Wei worked in China Unicom's prefectures and provincial subsidiaries in early years. In December 2013, he was transferred to China Unicom's marketing department as general manager, and then as China Unicom's deputy general manager. He has been in charge of the market in Unicom.
As early as February this year, there were rumors that Zhang Yu'an was investigated. China Unicom has responded that China Unicom is actively cooperating with the Central Commission for Discipline Inspection in its disciplinary review of Chang Xiaobing in accordance with the requirements of the higher authorities. The China Unicom News Department has not received any relevant information that needs to be released. The relevant rumors should be verified by relevant departments.
At the China Unicom Performance Report held in March this year, Wang Unichu, president of China Unicom, confirmed that Zhang Xiaoan, 59, was involved in the investigation of Chang Xiaobing. Since 2014, many reports of reports against Xiong Wei have been circulated on the Internet, saying that they were seriously violating the law during their duties in Hubei.
When the Central Eighth Inspection Team reported a special inspection tour to China Unicom, it pointed out that China Unicom had "serious problems in investment construction and material procurement."
Fu Liang said that the adjustment of operational merchants is mainly concentrated between October and February of the following year. "The changes in the work of these two people will not affect the mix. After all, they are not mixing the relevant positions."
[mixed change guess 1]
Baidu entered early?
Does this mean that Baidu has already entered the exchange? And before the rumors that Ali, Tencent may also enter, is there still a chance? In this regard, China Unicom said it will not respond.
Fu Liang told the Beijing News reporter that "the signing of China Unicom and Baidu is part of the Unicom Partner Conference. Baidu is a relatively large signing contract in advance." For the mixed reform, China Unicom has prepared a number of plans, Baidu may It is one of the candidates, and it may or may not be. "This cooperation can only be said to be a pilot of the two sides."
The famous economist Song Qinghui believes that "China Unicom and Baidu signed a contract in Qingdao today, which is related to China Unicom's mixed reform." He told the Beijing News reporter that "China Unicom itself is behind China Mobile (microblogging) in terms of profitability. And China Telecom (microblogging), the implementation of this mixed reform will undoubtedly bring huge financial support to China Unicom, Baidu intervention at this time is equal to a share. Previously, Ma Yun (microblogging) has also been seeking to enter China Unicom Baidu is a first step in the world. It can be understood as the introduction of Baidu's entry into China Unicom's hybrid reform strategy."
For Ali's entry, Fu Liang said that Ali did have the intention to connect with China Unicom earlier, but Ali meant to hold, but this area is related to the national economy and the people's livelihood, and the two sides did not talk about it.
Whether Baidu’s early entry into China Unicom’s hybrid reform has yet to be confirmed, but another industry insider believes that Baidu’s foreign-invested status will also limit its access to China Unicom’s “mixed changeâ€. At present, Baidu is listed in the United States or Hong Kong, China, and its controlling shareholders are foreign investors. South Africa's MIH holds nearly 34% of Tencent, the US Defengjie holds 25.8% of Baidu, and Japan's Softbank holds 28% of Alibaba.
[mixed guess 2]
Group business or value-added business introduce private capital?
The core issue of China Unicom's mixed reform is whether the Group's business level or external capital is introduced at the value-added service level.
It is a relatively easy to pass solution to take out value-added services separately and mix them, and of course less money is available. Fu Liang told the Beijing News reporter that China Unicom has prepared a number of mixed-mixing plans internally. "The program requires multiple links and multiple departments to approve and approve. Therefore, China Unicom may have prepared a number of programs, and the final approval by the State Council and the State-owned Assets Supervision and Administration Commission. To decide which option to use."
It is understood that Wang Xiaochu, the current chairman of China Unicom, has previously conducted a pilot reform in China Telecom, and has been approved by the SASAC. At that time, the plan was that several major base businesses under China Telecom became a joint venture company by introducing external capitalization.
Fu Liang believes that China Unicom proposed the company's music and reading base company operations in the past, in order to clarify the capital relationship and make plans for the introduction of external capital in the next step.
Introducing external capital from a listed company or group level means that more money will be absorbed. Fu Liang believes that even so, China Unicom is unlikely to give up the controlling stake, only a small part of the equity transfer. "Telecom services are listed as a key area affecting the national economy and the people's livelihood. The introduction of foreign capital, private capital, capital diversification and competition in the basic telecommunications services sector is certain. The state is difficult to give up its control position in China Unicom, and it is likely that More than 50% of the shares are absolutely controlled. Therefore, the proportion of shares that foreign capital and private capital can obtain is not too high."
Zhongjiao Securities analyst Cheng Jiaoyi believes that the mixed reform is led by the National Development and Reform Commission and is expected to break through the strength of the subsidiary company when the SASAC takes the lead. Private capital is expected to enter the main business and participate in the reform of the head office level.
[mixed change guess 3]
Improve China Unicom's performance through mixed reforms?
The mixed reform seems to inject a "cardiotonic agent" into China Unicom, and China Unicom's share price has also risen after the news of the mixed change. On October 10, China Unicom rose 5.06% to 4.36 yuan; on October 14th, it quickly pulled up the intraday daily limit; on October 21, it rose to a high of 5.36 yuan.
However, China Unicom's performance in recent years has been poor, Fu Liang believes that China Unicom has been difficult to compete with the other two of the three major operators.
On October 11, China Unicom announced that the company's operation has stagnated: Looking at the company's mid-year report for nearly 10 years, the company's 2016 mid-year report has the worst performance, and its net profit is at its lowest position in the past 10 years, only 447 million yuan. . When sales were at the fourth highest level in history, the sales expenses increased by 2.5 billion to 17.1 billion yuan compared with the same period of 2015, resulting in a year-on-year decline of 82%, and the worst performance in the 10-year mid-year report. The first three quarterly reports of 2016 showed that China Unicom's net profit was RMB 490 million, a decrease of 81.8% compared with the same period of last year. China Unicom, which has been the second-largest operator, has fallen to third place.
Song Qinghui believes that the reform of mixed ownership will help change China Unicom's unique shareholding structure and is an important way to improve China Unicom's future performance, which is of great significance to its long-term healthy development. "After the mixed reform, it can effectively stimulate the potential vitality of China Unicom, achieve leap-forward development, and achieve a win-win situation for investors, state-owned shareholders, management and employees. It is also conducive to China Unicom's management level and international standards. â€
It is reported that not long ago, China Unicom gave a 5G planning timetable, plans to complete the key technology layout of 5G end-to-end network architecture within this year, and complete the 5G Open Lab construction to meet the 5G business demonstration and single point technology performance verification, expected 2020 Realize the commercial use of Unicom 5G network.
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