Information consumption generates 3.2 trillion market

In the process of finding new growth points for consumption, information consumption is becoming an important option. Yesterday, the "State Council's Several Opinions on Promoting Information Consumption and Expanding Domestic Demand" (hereinafter referred to as "Opinions") was published in full. The objective of the "Opinions" is that by 2015, China's information consumption will exceed 3.2 trillion yuan, an average annual increase of more than 20%.

Experts from the Institute of Telecommunications of the Ministry of Industry and Information Technology told the Shanghai Daily that the consumption of information will not only have a huge potential for steady growth, but will also play an important role in the “structural adjustment”.

Annual growth rate of information consumption will reach 20%

The “Opinions” clearly put forward the requirements and timetable for the rapid growth of the information consumption scale: By 2015, the scale of information consumption has exceeded 3.2 trillion yuan, an average annual increase of 20% or more, and the related industries’ new output has exceeded 1.2 trillion yuan. The statistical data provided by the Ministry of Industry and Information Technology shows that in 2012, the scale of China’s information consumption market reached 1.7 trillion yuan, bringing the related industries' new output to nearly 930 billion yuan.

Of the 3.2 trillion yuan, the new Internet-based information consumption scale will reach 2.4 trillion yuan, an average annual increase of more than 30%. Based on the rapid growth of e-commerce, cloud computing and other information platforms, e-commerce transactions exceeded 18 trillion yuan, and online retail transactions exceeded 3 trillion yuan.

The Opinions also demand that by 2015, the next-generation information infrastructure will be initially established, and urban households’ broadband access capacity will basically reach 20 megabits per second (Mbps), some cities will achieve 100 Mbps, and rural households will have broadband access capacity of 4 Mbps. The proportion of Broadcom broadband reached 95%. The smart city construction has made great progress.

At the same time, information products and services oriented to production, life, and management are more abundant, innovation is more active, the market competition order is transparent, the consumer environment is safe and credible, the demonstration effect of information consumption is obvious, the choice of residents' information consumption is more abundant, and the willingness to consume is further enhanced. . The informatization application of enterprises continues to deepen, public service information needs are effectively expanded, and the demand for various types of information consumption is further released.

Better service, steady growth and structural adjustment

In recent years, information technology innovation has been accelerating on a global scale. A large number of new products, services, and new forms of business have emerged in the information field. This has continuously stimulated new consumer demand and has become an increasingly active consumer hotspot. China's market is huge, and it is currently in the stage of rapid development of integration of consumption, information, industrialization, urbanization, and agricultural modernization. Information consumption has a good foundation for development and great potential.

With regard to the issuance of the "Opinions," the industry sees it as sending a clear signal that it will better serve "steady growth" and "structure adjustment." As the relevant person in charge of the Ministry of Industry and Information Technology stated, the rapid development of information consumption not only plays an important role in expanding domestic demand and stabilizing growth, but also contributes to the sustained and healthy development of the national economy. It is important to promote the upgrading of China’s consumption structure and to build an upgraded version of China’s economy. significance.

According to experts from the Institute of Telecommunications of the Ministry of Industry and Information Technology, in many aspects, information consumption is the best driving force for economic growth. In 2012, the penetration rate of smart terminals in China was 16%, while that in developed countries was about 45%. The gap among them indicates that there is still much room for growth in China's information consumption. With the advancement of informatization and urbanization, including the promotion of safe cities and smart cities, Internet of things terminals and smart terminals are widely used in urban management, including finance, education, and transportation, and there is a huge growth potential in the information consumption field. If we only understand the development of information consumption as an expedient measure to make up for the current decline in exports and investment, it is undoubtedly a narrow view. In fact, it is the most crucial issue to be solved in the contemporary development of China and it is an important means to promote the transformation of China's economic growth.

"Information consumption has become a new driving force for leading consumption, expanding domestic demand, and boosting the economy." At the China Internet Conference that opened on the 13th, Vice Minister of Industry and Trade Shang Bing said.

prospect

Investment opportunities in multiple segments

The "Several Opinions of the State Council on Accelerating the Promotion of Information Consumption and Expanding Domestic Demand" has made clear the requirements for the development of a number of subdivided areas. Industry insiders believe that investment opportunities in these segments will continue to emerge.

4G: The value of industrial chain investment is huge

The "Opinions" made it clear that according to the enterprise's application conditions and conditions, it will promote the issuance of fourth-generation mobile communication (4G) licenses in 2013, and accelerate the development of the TD-LTE network construction and industrialization of China's leading new generation of mobile communications.

As an active promoter of 4G, China Mobile is well aware of the “business opportunities” in the 4G era. “The cake in the 4G era will be even bigger, and its network speed will be 10 times faster than 3G.” Liu Wei, deputy general manager of the China Mobile Data Department, said that the development of 4G will result in a large number of infrastructure, terminal equipment and account applications. opportunity. Under this premise, operators need to provide more than just a platform for information consumers, as well as more refreshing, faster and more convenient services.

Liu Ye disclosed that China Mobile has already started infrastructure construction based on the 4G network platform. The future industry value and market potential of voice technology, NFC near field communication and Internet of Things technology are huge.

Market participants believe that as China Mobile’s 4G plan is gradually clear, the trial commercial scale of TD-LTE will gradually expand, and the official commercial time will gradually approach. The future investment value of the 4G industry chain will become even more apparent.

Information Security: Local companies are expected to dominate

The rapid development of the Internet industry has made the issue of information security increasingly prominent. In response, the Opinions propose that the inspection and certification of information products and services be strengthened in accordance with the law, and enterprises should be encouraged to develop information technology products with advanced technology and reliable performance. At the same time, implement the information security protection system, strengthen the supervision of network and information security, and improve the network and information security supervision capabilities and system security protection.

According to Sun Zhishu, chairman of the Inspur Group, China should establish a security review system for information security products and related products in accordance with the principle of classification and classification management.

Sun Yushu believes that the security situation of China’s information system is severe and the current information security protection mechanism is rather weak. In many procurement cases, key equipment uses foreign products and important systems are also purchased abroad, which brings great risks to China's information security.

Southwest Securities analysts said that in the coming period, the main battlefield for information security is at the enterprise level. The construction of information security system for enterprise users will no longer be in the form. The rapid increase in the demand of enterprise-level users will promote the sustained and rapid growth of the local market.

SWS analyst Zhang Jiansheng believes that due to the higher degree of industry segmentation, domestic manufacturers will dominate the mainstream with channel advantages. However, due to limited capacity in a single market segment, vendors with enterprise integration or product integration capabilities can win. Continuing M&A success requires that a mature R&D system be used instead of several technical backbones, or that there be complementary areas or industries, and the acquisition of control of a certain market segment through mergers.

E-commerce: Supporting policies are being formulated

The Opinions also encourage e-commerce to “go global”, establish cross-border e-commerce customs clearance service platforms and foreign trade transaction platforms, and implement regulatory measures that are appropriate for cross-border e-commerce.

The reporter was informed that the Foreign Trade Department of the Ministry of Commerce is taking the lead in formulating supporting policies to promote foreign trade services for e-commerce platforms. It will establish a "green channel" for links such as customs clearance, tax refund, financing, and inspection in the e-commerce trade. At present, relevant policies are being worked out.

According to the “Global Cross-border E-Commerce Report” released by PayPal, an online payment platform company affiliated with the eBay Group, the online shopping demand for Chinese products in the five major cross-border e-commerce target markets of the United States, the United Kingdom, Germany, Australia and Brazil will be reached in 2013. The figure is 67.9 billion yuan. By 2018, this figure is expected to double and it will increase to 144 billion yuan.

China's well-known foreign trade electricity supplier Dunhuang Wang CEO Wang Shuyi believes that the international demand for Chinese products still exists. The U.S. and Japan’s industries are hollowed out and there are not many manufacturing companies in Russia. The demand for Chinese products is obvious. Such as full development of cross-border e-commerce platform, China is expected to become a global trade center.

Highlights

Mobile games are expected to become information consumption flashpoints

With the further increase in the penetration rate of smartphones, the mobile game industry is maturing, which is expected to become a flash point for information consumption. At the time of the 2013 China Internet Conference, Lianzhong CEO Wu Guojun said in an interview with a reporter.

Lianzhong is a veteran game company. In response to the development of the mobile Internet, it is currently launching a lot of chess and card games on the mobile phone. It is indeed a very big eruption point for the Internet community in Wu Guojun's stupid mobile game. Although there have been a number of flashpoints before, the strength of mobile games as a flashpoint is unprecedented.

According to Wu Guojun, Lianzhong began to deploy mobile terminals in 2011 and formally launched products in 2012. In less than a year, the number of mobile game users of Lianzhong exceeded 50 million, including 20 million monthly active users, and the number of active users per day has reached more than 2 million. This figure and growth rate have been more than ten years since Lianzhong. Unfinished.

For mobile games, this kind of growth rate has been achieved. Wu Guoxuan's title and personal mobility feature are too strong, and the fee-charging ability can now be seen. However, only one year ago, everyone still could not see the money on Android. Mobile Internet has been spoken for many years. Its business model has been exploring. The most critical point now is the development of user payment behavior. Secondly, the changes in payment methods and channels, including the participation of operators, have made great changes to the payment channels, including the integration of three networks, which has greatly changed the entire ecological circle of the opponents.

“One of the characteristics of the mobile game industry is the reduction of the threshold. A small team of five or six people can do it. Even a single person can do it. A large amount of money has to be invested before. Now is not the case. There are more PC eras.” Wu Guoou’s mobile phone game is very different from the PC side. It is necessary to consider the characteristics of mobile and to understand the experience of mobile phone users. Social networking is essential. Even in terms of game design details, there needs to be more alternative ways of thinking. Mobile games are very suitable for occupying the characteristics of fragmentation time, making the game very advantageous and very consistent with the mobile habits. In the future, Lianzhong will continue to use chess, casual games as the strategic core, opening up, introducing partners, opening up the industry chain, online and offline interactions, and making efforts at the PC and mobile phones.

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