China Telecom's offline full-line MMS value-added services, related listed companies' business is affected

"Three months a month, must read every day, mobile phone morning and evening newspaper accompanied his entire high school career, nourish the entire academic career." A media worker tells the story of his and mobile phone MMS.

Today, mobile newspapers are about to become history. On May 30, the reporter of "Daily Economic News" learned from China Telecom that the whole network MMS value-added service (excluding MMS peer-to-peer service) that China Telecom and third parties cooperate will be off the assembly line on June 30, 2018. Including the whole network WAP value-added services, news morning and evening news, Tianyi Express and Tianyi VIP special issue mobile phone newspaper cooperation business. China Telecom users continue to operate personal MMS services.

The mobile phone newspaper will become a memory of a generation. In the past, there were not many companies that started with MMS and other MMS value-added services. There are also many listed companies that still operate MMS-related business, but with the status of the business in the operators gradually Changes and related companies seem to be difficult to avoid.

China Telecom's offline full-line MMS value-added services, related listed companies' business is affected

Smart applications replace related businesses

MulTImedia Messaging Service is abbreviated as MMS, which means multimedia information service. Its biggest feature is to support multimedia functions, and various MMS mobile phone reports are the most representative.

A user who used to be a mobile newspaper told reporters that it has not been used for many years, but through the small mobile phone screen, the scene of understanding the world is still in sight. “A lot of magazines and newspapers had their own mobile newspapers in the past, probably after changing the touch screen mobile phone.”

With the coverage of 4G networks, the popularity of mobile social software such as WeChat and QQ, SMS and MMS services are becoming more and more “cold”. China Telecom's announcement on the official website of the business hall to cancel the above business explained that with the popularization of intelligent terminals and the rapid development of 4G networks, MMS, WAP, and mobile phone value-added services have gradually been replaced by other colorful intelligent applications.

"Everyone has mobile Internet access, and few people have subscribed again." Ma Jihua, an analyst in the telecommunications industry, told reporters that the MMS value-added service represented by mobile phone newspapers was huge at the peak of the year, and the scale was not smaller than WeChat.

Another announcement by China Telecom shows that China Telecom's products in cooperation with Beijing Subei High-Tech Information Technology Co., Ltd. include Wing Cinema Line, every day jokes, discount 007, boutique jokes, new words, psychological tests, spam message interception. Services will also be officially launched on June 30, 2018.

The background of China Telecom's cancellation of MMS value-added services across the entire network is the continuous decline of China's short MMS business in recent years. According to the data disclosed by the Ministry of Industry and Information Technology, in 2017, the number of peer-to-peer SMS messages initiated by mobile users decreased by 30.2% compared with the previous year, and the proportion of mobile SMS traffic decreased from 28.5% in the previous year to 19.9%. Specifically, there were only 48.8 billion MMS business volume, a decrease of 12.3% over the previous year.

Related listed company business pressure

People from China Mobile told reporters that there are no plans to stop value-added services such as public MMS. However, many industry insiders told reporters that in the long run, the elimination of MMS value-added services is the general trend, which is also the result of the upgrade of communication technology.

Ma Jihua said that mobile phone newspapers and other public MMS users have become less and less. When it is not worth operating, giving up is a historical necessity. “The era of Internet business is over, and the era of short MMS is over.”

The short MMS business has been shrinking, which has also affected the companies that use this as their content, such as Monternet Group (002123, SZ), Yinzhijie (300085, SZ), Maoye Communication (000889, SZ), Yuanwang Valley (002161). , SZ), reader media (603999, SH) and so on. The service party adopts a customized user monthly payment method, and pushes the mobile phone newspaper product to the user through the operator's network platform, which is the main revenue mode of the related MMS value-added service.

In 2014, Reader Media plans to use 13.48 million yuan in the collection to build the “Special Information Mobile Newspaper”. Reader Media said at the time that it would provide special information on five aspects of laws and regulations, medical information, health care, early childhood enlightenment and home life in the form of “mobile newspaper”. On April 20 this year, readers’ media announcement frankly stated that the mobile phone newspaper product form was gradually replaced by other new media product forms, making it difficult for the sub-project to continue to provide thematic information in the form of “mobile newspaper”, which significantly increased operational risks and profitability. Significantly lower.

The current restructuring target of Yuanwang Valley is Shanghai Xi'ao Information Technology Co., Ltd. (hereinafter referred to as Theo Information). The mobile information intelligent transmission service is the core business of the company's information since its inception. Mobile information service refers to the use of mobile communication networks, fixed communication networks or the Internet to send timely communication information based on real-name systems to downstream users of enterprise customers, including SMS, MMS and other forms, and to send downstream end users to customers. Mobile information is collected and recovered.

As for the impact of the listed companies mentioned above, as of press time, the company has not been evaluated.

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