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