Behind the daily limit of 21 stocks, what is the real gold content of the RCS concept?

Behind the daily limit of 21 stocks, what is the real gold content of the RCS concept?
On April 9, the Flushing platform showed that 21 out of 22 stocks in RCS’s rich media communication concept stocks had daily limits, and some of them had daily limits for three consecutive days.However, among the concept stocks, Shenzhou Yuetai, Wutong Holdings, Caixun shares and many other stocks, while being sought after by the capital market, also received the exchange’s attention letter or inquiry letter.In 2020, when 5G is popular, will the 5G news RCS application become the “killer application” the industry expects?The joint operation of the three major operators has brought huge attention to the upstream and downstream of the industry, but whether this platform born out of SMS can “return the king” and challenge the status of applications such as WeChat Alipay will take a long time to test.5G news was born out of nowhere, or it became a popular concept of RCS for various services. The direct reason is the significant progress of RCS (Rich Communication Services & Suite) application-5G news.On April 8, China Telecom, China Mobile, and China Unicom jointly held an online press conference to release the “5G News White Paper”, which pushed the concept of 5G news to the foreground.The white paper points out that the 5G messaging service is a new upgrade of the terminal’s native basic short message service, which will break the length limit of each message by traditional SMS, and will also break through the text limit in terms of content.Effective integration.Enterprises can also output personalized services and consultation to users through rich media such as text, voice, and tabs.The case demonstration provided by China Mobile shows that in the conversation with 12306, users can quickly implement ticket booking, payment, and ticket change operations by sending voice or text, and clicking on keywords.5G messaging inherits the traditional SMS-free registration, installation-free applications and other features, and further realizes the convenience and efficiency of information exchange.According to the latest research report issued by Guosheng Securities, 5G news is similar to the pre-installation of all software in the SMS app, and it can be used when needed, without downloading a new APP.5G news is expected to become “Doraemon” in the APP, opening up a new application pattern in the 5G era.In 2017, GSMA was in RCS Universal Profile 2.3 introduced a new standard MaaP (Messaging as a Platform, the message is the platform).Guosheng Securities pointed out that the three major operators are based on internationally unified standards (GSMA RCS UP 2.4) Create a new ecology, with obvious advantages in terms of interconnection.It is understood that the Global System for Mobile Communications Association GSMA has planned to incorporate 5G messages into the mandatory functions of 5G terminals.In the future, users can easily use 5G messaging services by replacing 5G mobile phones or upgrading existing 4G / 5G mobile phones.Dong Xin, deputy general manager of China Mobile, said at the press conference that 5G news is a common choice for global operators. Based on the unified GSMA RCS standard, it will bring customers multimedia messages, commercial messages, intelligent messages, and interactive services and security.Brand new experience such as anti-counterfeiting.On the basis of inheriting the carrier-class service quality of the SMS business, 5G messaging will bring customers a new experience of multimedia messaging, commercial messaging, intelligent messaging, interactive services, security and anti-counterfeiting, and realize “message as a service”.The practice of the three major operators working with many mobile phone manufacturers or bringing the first 5G + application to the three major operators to jointly hold a press conference also reflects their efforts to get rid of the fate of “pipelining” in the 5G era.In the era of 3G and 4G, mobile Internet has achieved great development, and has created a large number of Internet giants.However, in addition to the rapid growth of traffic revenue, operators have not shared more dividends.Under the impact of WeChat and other instant messaging apps, the traditional short message service has gradually become a tool for users to receive APP verification codes.China Mobile’s “Feixin” and China Telecom and NetEase jointly launched the “Easy” business at one time, but their respective operators have been unable to break the barriers of Internet companies.The collaboration of the three major operators this time brings more than 1.4 billion potential users to the RCS business, but also allows the upstream and downstream of the industry chain to see their determined determination.At the press conference on April 8, senior executives from mobile phone manufacturers such as ZTE, Huawei, Xiaomi, Samsung, and OPPO also attended and expressed their recognition and support for the 5G messaging service.Both Huawei and ZTE have indicated that they will support commercial 5G messaging in June this year.ZTE stated that it is willing to work with the three major operators to “promote 5G news to become the fastest landing 5G + service application.”Xiaomi pointed out that Xiaomi mobile phones will support 5G news in all 5G models in the future, and actively promote the commercialization of 5G news products.A Samsung representative revealed that the company is developing a 5G messaging service based on the latest operator specifications and plans to fully support 5G mobile phones this year.OPPO and vivo also expressed their willingness to join hands with the three major operators and other terminal manufacturers to upgrade the information experience and build a 5G business message ecosystem from users.Previously, the industry has been expecting “killer applications” after the commercialization of 5G, but in 2019, such applications have been slow to appear.Huachuang Securities Research pointed out that 5G has brought tremendous impetus to the development of RCS-based applications.Behind RCS, there is a vast market, covering basic text messages, and extending its reach into chat customer service, online shopping, short video marketing, and precise interaction. It may become the fastest landing 5G application.And the potential growth opportunity brought by 5G news, the RCS application, has stirred up the enthusiasm of multiple industries.The “5G News White Paper” writes that operators, industry customers, terminal manufacturers, individual users, and related AI technology and SDK technology providers can all get more benefits in the process of 5G message service.According to GSMA (Global Association for Mobile Communications Systems) data, 84 operators worldwide have participated in RCS construction, and monthly active users have reached 3.53 billion.It is expected that 135 operators will be covered next year, with monthly active users reaching 8 billion, and the global market size of RCS-based industry text messages reaching 74 billion US dollars.Whether or not WeChat can be challenged will take time to test. Since the concept stocks have surged and received attention from the 5G news, many voices have pointed out that “a real opponent of WeChat is here.”Can operators take advantage of 5G to change the tactics of being “pipelined”?This problem has also caused market attention.”The advantages of hardware manufacturers and operators have never been snatched away by software, but software provides services they cannot provide.”An insider of Tencent’s WeChat business department told Sauna and Yewang,” But the problem before them is to educate users and build a 5G-based service system.5G is a possibility, but technology still needs to match the scene and products to form competitiveness.”Targeted people also pointed out that 5G messaging will coexist for a long time with services such as WeChat and other APPs, applets, and fast applications to serve users’ different needs in different scenarios.Even if the 5G news has not been officially commercialized, the question of whether it can be called WeChat still needs market inspection. The capital market still shows great enthusiasm for the “shuffle”.The “three consecutive boards” of the RCS rich media communication concept stock is a direct manifestation of this passion.However, the star companies in the concept stocks have repeatedly received letters of concern or inquiries, and the question is directly directed to the suspects of these companies’ rubbing spots.The Shenzhen Stock Exchange’s inquiry letter to Wutong Holdings pointed out that RCS is a communication method that integrates voice, messaging and other communication services, and the company’s main business is communication interconnection devices, mobile communication terminal equipment, and Internet information services.The main business of the company’s subsidiary Guodu Internet is color messaging service, and it is inquired whether the existing company’s business income is directly related to the RCS business, and whether it has actually been connected to the RCS.Perhaps until the 5G news really landed, the players in the upstream and downstream of the industry chain can play a role and have a more intuitive understanding, and the capital market will also bring a fairer judgment.Sauna, Yewang promised editor Wang Jinyu to proofread Xue Jingning

Seventy years of development and reform commission 4 mentioned new infrastructure investment in these two fields may exceed 700 billion

Seventy years of development and reform commission 4 mentioned new infrastructure investment in these two fields may exceed 700 billion
On March 23, the joint prevention and control mechanism of the State Council deepened the reform of “decentralization of service”, promoted the “Internet +” action, and promoted the “double creation” to support the expansion of employment antiques.At the meeting, the “hot word” new infrastructure was mentioned again, indicating that it would strengthen the construction of new infrastructure including 5G, data centers, and industrial Internet.Many experts said that the key area of investment in this new infrastructure is 5G and rail transit, with a cumulative investment of over 700 billion.At the same time, the meeting also mentioned the resumption of enterprises and production, migrant workers and the employment of fresh graduates and other issues, and made it clear that state-owned enterprises expanded the recruitment scale of fresh graduates.At the latest press conference on the new infrastructure of “Hot Words”, the National Development and Reform Commission again mentioned the new infrastructure of “Hot Words” for three months.Gao Dao, deputy secretary-general of the National Development and Reform Commission, said that he actively used funds from various aspects such as investment in the central budget to strengthen the construction of new infrastructure including 5G, data centers, and industrial Internet.At present, the work related to the new infrastructure is steadily advancing.On March 21st, Zheng Jian, deputy director of the National Development and Reform Commission’s Basic Division, said that the Central Reform Commission has gradually adopted the opinions on advancing the development of alternative infrastructure.For new infrastructure, the next step is to accelerate the gradual development.In response to the expected development of the new infrastructure, Zheng Jian said: First, innovative development, we must further strengthen the planning guidance for the construction of new infrastructure, improve the policy environment, innovate related institutional mechanisms, support diversified demonstrations and application scenarios, strengthen forward-looking, and guideTechnical R & D and innovation lay a solid foundation for development.The second is integrated development, that is to do a good job of comprehensive balance and coordination, strengthen resource integration and joint construction and sharing, promote collaborative integration, and improve the efficiency of resource element allocation.”This is mainly based on the new type of infrastructure as the traction force to promote traditional infrastructure optimization services and improve performance. In the future, we will coordinate the promotion of more smart transportation, smart grid, smart city and other projects to adapt to the foundation of adapting to the needs of economic and smart society development.Facilities system.At the same time, it is necessary to accelerate the completion of shortcomings in traditional infrastructure.At the meeting, Zheng Jian nominated the role of new infrastructure to promote traditional infrastructure.Sauna, Yewang carding found that during the seven days from March 17 to March 23, the National Development and Reform Commission talked about four new infrastructures.On March 17, Liu Shihu, deputy director of the Investment Division of the National Development and Reform Commission, said that it will accelerate the construction of new infrastructure such as 5G networks and data centers, and pay more attention to mobilizing the enthusiasm of private investment.On March 18, the Director of the National Development and Reform Commission’s Employment Income Distribution and Consumption Department, Ha Zengyou, said that when talking about new consumption, he will focus on accelerating the construction of a new generation of information infrastructure focusing on 5G networks and data centers, and strive to promote informationFull service coverage.At the same press conference as Zheng Jian on March 21st, Ou Hong, director of the Investment Division of the National Development and Reform Commission, also stated that the construction of new infrastructure such as 5G networks and data centers should be scientifically demonstrated and promoted in an orderly manner without “flooding floods”.As early as March 4, the Standing Committee of the Political Bureau of the CPC Central Committee pointed out that it is necessary to increase investment in public health services, emergency supplies, and accelerate the construction of new infrastructure such as 5G networks and data centers.Pay attention to mobilizing the enthusiasm of private investment.The new infrastructure has attracted attention.”Whether it is to boost the economy in the epidemic or the demand before the epidemic, adding infrastructure is expected.Zhao Xijun, deputy dean of the School of Finance at Renmin University of China, told Sauna and Yewang that infrastructure construction has always been an important part of national economic construction, and investment driven by infrastructure construction is also an important driving force for economic growth.Institution: 5G, the total investment of rail transit is about 700 billion yuan. What are the key tasks of this new infrastructure investment?Li Jin, chief scientist of the China Enterprise Research Institute, analyzed that there are three parts. First, major projects and infrastructure construction that have been clearly defined by the national plan.For the seven major urban agglomerations, there is still a lot of room for road and railway construction in the long run, otherwise it will lead to economic and social development, causing serious problems such as traffic congestion and environmental pollution.Including such important cities as the “Belt and Road” in Yunnan, these infrastructure investments are still dominated by government investment.”Second, public health services and emergency supplies are the problems exposed this time. They are urgently needed. They also include education, medical care, health care, and other infrastructure upgrades for people’s livelihood consumption. They are long-term consumption.This is a special exception under special circumstances, and the economy can be recovered as soon as possible, and the epidemic reflects our shortcomings, and making up for shortcomings is a relatively clear investment direction.Third, new investment areas mainly include: 5G infrastructure, UHV, intercity high-speed railway and intercity rail transit, new energy vehicle charging piles, big data centers, artificial intelligence, industrial Internet, etc.These areas are the best combination of taking into account short-term stimulation of effective demand and long-term increase of effective supply.”Li Jin said.Air Force, GF macro analysis said that the estimated investment scale of 5G base stations is about 240 billion to 300 billion.The estimated investment scale of intercity expressway and urban rail transit is 540 billion to 640 billion.Ranked before the replacement of the new infrastructure segment.As of March 10, the government work reports of 25 provinces and cities have mentioned new infrastructure, 21 of which have indicated the promotion of 5G construction and layout and other related work, and 8 regions have clearly planned the number of new 5G base stations planned for the year, Totaling about 27.60,000.”Considering that China Unicom and Telecom have planned 250,000 5G base station investments in the first three quarters of 2020 and 300,000 mobile construction plans, it is conservatively estimated that the national construction of 5G base stations will reach 600,000 in 2020, with an average cost per base station.About 400,000-500,000 yuan, the total investment scale is about 240-300 billion yuan.Guo Lei, chief macro analyst of GF Securities, said.In addition, according to the statistics of the regional development and reform commissions (as of March 10), in December 2019, urban rail transportation projects (metro, trams) in a region received approval from the national and provincial and municipal development and reform commissions.There are 59 projects with a total project investment of about 970 billion yuan.Among them, about 29 lines are already under construction (two are in trial operation period), and the remaining about 30 lines are expected to be fully constructed in 2020.”Considering that the construction period of urban rail is usually longer than one year, it is expected that the investment scale during the year will be about 40% -50% of the total investment, that is, the investment scale of urban rail in 2020 is expected to reach about 400 billion-500 billion.Guo Lei said.Guojin Securities also predicts that in the field of new infrastructure, the largest investment in rail transit in 2020 will be 500 billion yuan; 5G and data centers will be followed by investment of 300 billion yuan and 100 billion yuan respectively.The number of 5G base stations in first-tier cities has exceeded 10,000 saunas. Yewang found that in the field of 5G, Beishang Guangshen, a first-tier city, is at the forefront in the construction of 5G base stations.As of March 10, the Beijing Municipal Communications Administration released information that the city has opened 26,000 5G base stations and nearly 800,000 5G users, of which China Unicom and telecom shared 8,400 base stations.According to the latest news from the Shanghai Municipal Commission of Economic Information, Shanghai has completed more than 1.60,000 5G macro base stations, 1.30,000 5G indoor small stations to achieve full coverage of 5G networks in central urban areas and local key areas.In 2020, it plans to invest US $ 20 billion to gradually build 30,000 5G macro base stations and 50,000 5G indoor small stations.In a video conference on the promotion of major and major projects in Shenzhen and economic work scheduling on March 16, Shenzhen pointed out that in 2019, Shenzhen will build a 5G base station1.550,000.According to the plan, 30,000 5G base stations will be built this year, and a total of 4 will be built.50,000, and strive to take the lead in achieving full coverage of 5G networks by the end of August.As a first-tier city, Guangzhou is also at the forefront of 5G base station construction.The Guangzhou Municipal Bureau of Industry and Information Technology reported on November 26 last year that the city ‘s “digital economy” development status has stated that more than one 5G base station has been built.20,000 seats.■ Other Attractions Regarding the employment of state-owned enterprises to expand the recruitment scale of fresh graduates In addition to the new infrastructure, at the press conference, the relevant person in charge of the Development and Reform Commission was only the enterprise resumption of production, migrant workers and the employment of fresh students and other questions answered the reporter’s questions.Gao Gao mentioned that for migrant workers, the current priority is to actively and orderly promote the resumption of production and production, and guide orderly employment outside.At the same time support local employment, and give priority to support the employment of poor labor.For college graduates, especially for this year’s fresh graduates, the study and job search will definitely be greatly affected.The state supplements the recruitment of graduates from small, medium and micro enterprises. It is clear that enterprises should expand the scale of recruiting graduates and the scale of grass-roots employment for two consecutive years, including some community positions, including expanding the enrollment of enlisted soldiers, expanding the scale of employment and job training, and appropriately accepting continuous recruitment.And other aspects to actively create jobs.”Overall, although the number of employed people is relatively severe, we must also see that the economies of developing countries have strong potential, potential and room for maneuver.The fundamentals of China ‘s long-term economic growth have not changed, and the basic conditions for stable employment have not changed.Under the strong leadership of the Party Central Committee and the State Council, we have full confidence and conditions to overcome the epidemic, stabilize the economy, stabilize employment, and achieve development.Gao Gao said.About the development of the digital economy will become an important engine to promote economic growth. Many small and medium-sized enterprises reflect the severe impact of this epidemic. Therefore, Wu Hao, director of the National Development and Reform Commission ‘s High-Tech Division, said that from the statistical data, small and medium-sized enterprises have resumed work.The expectation of production is getting better, and the overall situation is also positive.Regarding the current development of SMEs, from the analysis point of view, although the epidemic has affected the short-term economic development, it will not change the basis of long-term stable development, and the long-term stable trend of the Chinese economy will not change.The conference also focused on breakthroughs in enterprise digital transformation.Wu Hao said that in the coming period, the digital economy will become an important engine driving economic growth, and the pace of digital transformation in various industries and fields will be greatly accelerated.At present, there are indeed some problems and challenges in the transformation of many enterprises. Especially for the majority of small and medium-sized enterprises, some still face the difficulty of “transition is to find death, not to switch to death”.Wu Hao said that our analysis believes that there are currently three main problems: First, insufficient transformation capacity, “will not transfer”, second, the cost of transformation is too high, “can not transfer”, and third, the transition pains are relatively long, “dare notturn”.In response to the problems and challenges in the transformation of many enterprises, the National Development and Reform Commission followed the Party Central Committee and the State Council ‘s decision-making and deployment, and studied and formulated similar policies such as Internet + and digital economic development.Make efforts to promote the digital transformation of enterprises.Sauna, Ye Wang Zhang Shuxin editor Li Weijia proofreading Yang Xuli