Yang Yuanqing: Financial crisis is brought dig rising market opportunity greatly
October 2, 2008

Get newly by the 2nd when world economy forum sponsors army person annual meeting (call again ” the summer amounts to Wo Si forum ” ) hold in Tianjin seaside new developed area at coming 28 days on September 27. Theme of current annual meeting is ” new tide of round of growth ” . Graph to associate Yang Yuanqing of chairman of group director bureau accepts sina special report. (Origin: Bai Penghui of sina finance and economics is photographed)
Dispatch of sina science and technology on September 28 morning message, associate group president Yang Yuanqing amounts to Wosinian in Tianjin now meeting site accepts sina express when exclusive special interview, financial crisis of the United States brought the opportunity that digs rising market greatly.
“(associate) the mainest is to extend the business in rising market, this financial crisis also can affect the burgeoning country such as China, but of these countries inside need to also be being developed ceaselessly, so we need to seize this opportunity. ” Yang Yuanqing says.
Financial storm sweeps across the whole world, also become this second Tianjin to amount to the focus that Wo Si pays close attention to. Sina is in sole spot special report is numerous enterprise CEO, at this point topic make discuss.
Ma Yun of trustee bureau chairman is opposite Alibaba sina expresses, domain of domestic IT, Internet won’t suffer the effect of American finance storm, invest a group with benefit (Wu Ying represents the senior partner of CTC Capital) , to financial storm is an opportunity PE. (Han Zhi)
Relevant report:
Yang Yuanqing summary associates gain and loss of assistance Olympic Games
Yang Yuanqing talks associate prospective strategy: Around PC core diversity
Technologist: Crisis of the technology that clean out treasure is the original sin that rejects Baidu capture
September 13, 2008
When the motive of behind the curtain that guesses Baidu of the screen that clean out treasure in succession inside course of study, an Internet expert points out, the technical crisis just of the website that clean out treasure is the original sin that rejects Baidu capture.
This expert points out, if website construction is good, search engine to be able to contribute enormous flow to C2C website, but as a result of nearly two years business affairs of Chinese C2C electron develops too swift and violent, the website structure that taxes treasure cannot have supported more and more trading information is released, always keep newer, the net that clean out treasure has been become several degrees machine, many rubbish information also produces in the server, give the trader that clean out treasure not only door cause huge harm, search index props up faces of pair of the webpage that clean out treasure evaluate weight relatively also had reduced before a few years greatly, before brought discharge is inferior to greatly. This also is Alibaba develops a coronal all the way, the immediate cause of screen Baidu.
But this expert analysis, cleaning out treasure screen Baidu probably is a temporary behavior only, in get while public relations acclaims effect, clean out treasure to should be met reorganize website structure energetically, strengthen the construction of segment of technology of electronic business affairs. Wait for oneself to had been built, all alone to search engine is opened again, the meeting is more businesslike.
“Shut Guan Suoguo, be the open spirit that violates Internet for certain, this perhaps is to clean out what treasure moves toward decline from now on to begin. “This expert says, "Like reading Shi Ke to develop with the country with advisable —— , face of Chinese the Tang Dynasty when very powerful and prosperous, very open at that time; Arrived quiet day last years of a dynasty or reign, the country is very backward, flat close a door to come from weigh the emperor, the result is hit more miserably by others only. The result is hit more miserably by others only..
Analysis: 8 years crisis of industry of global mobile phone comes
June 6, 2008
DoNews is commented on (take a pen small new) economy goes weak, the market is fatigued and weak, each are big the company is reduced anticipate, was sure adversary machine industry 2008 is a sad year.
8 the beginning of the year, company of each old market research ever was valued to foreground of mobile phone course of study, they think mobile phone sales volume won’t get in succession global economy is dispirited affect with what connect Peng, and can present rapid growth trend, predict mobile phone sales volume still will be in 8 years 10% above. Go up in succession because of manufacturer of this each old mobile phone move 8 years of shipment to estimate an end.
But this kind of false appearance is very fast undone. According to the statistic 8 years first quarter, although volume of shipment of mobile phone market grew 14% , but these growth basically come from hamster, middle east and Asia-Pacific area, Africa area to drive. In a few staple market, because suffer the influence sales volume of economic depression to glide quickly, the United States grows only 2.4% , western Europe market glided 16% .
Occupy the personage inside course of study to analyse, euramerican economy developeds of the area fatigued and weak, certainly will affects the sales volume of market of whole mobile phone.
Forecast according to authoritative orgnaization, be risen by raw material reach abidance that borrows storm to affect, volume of mobile phone shipment is amounted to hard in the 2 quarters of traditional busy season expect an end. At present this kind of evidence has supplied a respect to be shown somewhat in raw material, main supplier is like mobile phone chip to be connected high, the shipment volume of the Q2 such as De Yi and Ying Feiling fails to achieve expect an end, this certainly will affects amount of shipment of market of 3 quarters mobile phone. Actually, the phenomenon that IC chip sells the mobile phone to be not dropped is in had appeared first quarter.
Face such general trends, the exciting market demand, point that adjusts global sale to plan to will become manufacturer of each mobile phone to will work henceforth. Current, a few adjust not as good as company, for instance the Suoniaili of Euramerican market believes deep ploughing, be turned over to exceed by LG electron in this quarter, fall to the 5th. (be over)
New VS of wave guide summer Nuojiya: Crisis of industry of homebred mobile phone appears in all
April 3, 2008
Crisis of industry of homebred mobile phone appears in all
Should be opposite A appear on the market profit of 3 quarters net profit had the company 2007 when seniority, reciprocal of row of alias of wave guide share and cent of Xia Xin electron mixes the 4th the 3rd times. End on September 30, 2007, caustic of net loss of wave guide share 500 million yuan, caustic of net loss of summerly new electron 460 million yuan.
94% business income come from wave guide share mobile phone and fittings, 60% business income come from summerly new electron mobile phone product. Wave guide share and Xia Xin electron are the epitome of current situation of trade of our country mobile phone, manufacturer of almost all and homebred mobile phone is immersed in profit to glide, even the condition of deficit.
Compare with posture of industry of homebred mobile phone, the business profit of mobile phone business compared Nuojiya 2007 go up year of growth 33% , grow 5.434 billion euro by the 4.1 billion euro 2006. Nuo radical inferior say frankly, china is Nuojiya’s mainest market.
Why does the management outstanding achievement of manufacturer of homebred 2007 mobile phone and Nuojiya have so big difference?
In the center of ⊙ Shu of Liu of research center of company of China of university of finance and economics power
Trend
The mobile phone makes individual terminal
What is the mobile phone? This looks seem simple question, involve the directional issue that develops to course of study of homebred mobile phone actually.
generation mobile telephone is called ” hand-hold portable telephone ” , because it is so big like the brick. In April 1973, the handkerchief of library of contriver horse fourth · of the project technology personnel of Motolora company, mobile phone (Dr. Cooper) stands in new York street, for the first time with about the radiophone with two big bricks calls. Enter 21 centuries, the mobile telephone becomes ” mobile phone ” , the least mobile phone weight has 40 grams only, small and exquisite, can put in the pocket, call at any time and place, become the requisite that people routine lives.
Enter 2008, needing what think afresh is: What is the mobile phone? Seek the solution of this problem only, ability finds course of study of homebred mobile phone to walk out of the method of predicament.
The mobile phone of small and exquisite besides call, hair short message, what can you still do?
Nuojiya rolled out N95 mobile phone in June 2007, photograph achieve like head portrait element 5 million, use Cai Siguang blocking Er to learn camera lens. This mobile phone has browbeaten directly of digital camera manufacturer live and market share. Nuojiya GPS of the buy inside N95 mobile phone, can locate and navigation, this function has browbeaten of GPS manufacturer feudal. Price of this mobile phone 5280 yuan.
The Nuojiya that appeared on the market in November 2007 5610 XpressMusic mobile phone, buy can inspect player of radio, music inside, can enjoy music, also can undertake interacting with the broadcast broadcasting station that love, search broadcasting information of artist of etc of which song, singer to wait. Price of this mobile phone 2350 yuan.
Current, a lot of mobile phones are had get online, send and receive the multinomial function such as email. What function can the mobile phone still provide?
December 2007, wave guide V800 appears on the market. This is mobile phone of a dactylogram identifying, have mobile phone privacy to protect a function, the price 1400 yuan. Dactylogram identifying mobile phone appears on the market mean a mobile phone to be able to provide more functions, for instance, the mobile phone can replace card of credit card, traffic, etc. People need not carry all sorts of card, want to carry a mobile phone at any time only, the special chip of the buy inside the mobile phone can offer all sorts of disbursement function. If the mobile phone is missing, never mind, because bandits pilfer does not go machine advocate dactylogram.
Now, can you reply ” what is the mobile phone? ” : The mobile phone will be become can put in dress pocket, the individual terminal that carries, communicate the accessary function that the function will make a mobile telephone.
“What is the mobile phone? ” the solution of this problem conduces to an analysis why does so big difference exist between the management outstanding achievement of manufacturer of homebred 2007 mobile phone and Nuojiya.
Chinese telegraphic course of study how times of stand out a crisis?
January 28, 2008
Through 20 old development, chinese telegraphic course of study casts off shortage times already, but the develops speed to present year after year to drop however tendency of entire industry. So, how can be telegraphic course of study just spent current this ” crisis period ” ?
Telegraphic industry increase rate has the following reasons under GDP increase rate. Above all, user of Chinese solid word counts increase rate to had been close to Yu Ling, appear even negative growth; Next, small well-informed user already appeared 2007 negative growth; Again, chinese mobile user year increase rate is probably 17% , but considering ” a many card ” phenomenon, number of actual and active user wants to be occupied under all computation. In addition, the broadband is exclusive user number the main and telegraphic business that grows more than 20% , but business dimensions is lesser still, occupy the 10%~15% left and right sides of income of business of firm network operation only, because this is right the contribution of income growth is finite.
From the point of this angle, in the 4 big major servicing of telegraphic course of study, have two power that had lacked growth, still two continue to grow, but the speed of growth is in drop. Meanwhile, endowment cost still was in Chinese telecommunication 2007 continue to drop considerably, and MOU is worth (when user average per capita communicates every months, grow) increase to still can’t make up for endowment cost to drop brings loss.
On industrial value catenary, traditional and telegraphic product gets the challenge of various new business, new technology and new operation mode.
Well-known, VOIP will be right phone of long distance call, this locality and even mobile telephone cause certain impact; The mobile telephone is right of fixed phone replace effect more and more apparent, still other business can replace the business of traditional operation business, brought unprecedented challenge for telegraphic course of study.
The most typical case is Internet. In recent years, chinese Internet and applied development are rapid, user number rises continuously, internet discharge quickness is climbed litre, game, shed the broadband business such as media to gain huge profit. 2007, chinese broadband income achieved bigger growth, but other the growth rate that related to the broadband the growth rate of business exceeds income of telegraphic operation business far however, for instance the net parades the income 2007 grows course of study to be as high as 60% . In the meantime, china International exported the increase rate of bandwidth to exceed 80% 2007, this means the growth of business and discharge. But the grow and did not bring operation business income corresponding growth of these business and discharge.
The 2nd example is the development of European 3G. Europe from roll out 3G business to already had to now 7 years time, but gaining benefit truly also is 3 years two recently. Accordingly, open industrial value catenary truly only, ability obtains great progress. But at present, the abundance that Chinese telegraphic course of study lacks new business and gain ground, the technology upgrades and can not be in income growth is promoted between day. Below this one setting, innovation has great sense to telegraphic course of study.
At the beginning of this century, internet bubble is undone, american telegraphic industry is facing very difficult development situation, industry growth is very slow. American telegraphic course of study enters crisis period at that time, basically have the following reasons: User quantity is added fast slow; Traditional business development puts delay to drop even; Competition intense, endowment cost drops; Industry is exorbitant to the expectation value of new technology; Utilization rate of excessive investment, telegraphic resource is low; New business fails to attract dimensions client, income redound is finite wait.
Current, the circumstance of Chinese telegraphic course of study and United States the case at that time is a little similar, but have a lot of differring again. For instance, china has stronger industry tube to accuse, appear not easily excessive competition; Operation business investment is more careful; New technology, new business is more substantial, but the commercial pattern problem of partial business had be notted solve. Meanwhile, chinese GDP still maintains high speed growth, telegraphic course of study is put in potential demand, can avoid completely to weigh telegraphic course of study of skip United States in those days the track of an overturned cart.
Nowadays, american telegraphic course of study is moving toward conformity afresh, this includes technology, industry to superintend policy among them, and business conformity problem, and the trend that the conformity of line of business of telegraphic, IT and TV, media has made progress. Operation business must be on the foundation of cooperative win-win, downstream to going up industry resource undertakes conformity, and should take included attitude.
Current, good luck of it may be said of Chinese telegraphic course of study and challenge coexist. Above all, broadband business still has very large development space. The proportion that broadband business holds in telegraphic industry place is not high still, as prospective permeability rise and apply increase, broadband business will gain ground gradually.
Next, 3G business perspective is wide, 3G business aux will be able to brings new income point of growth for operation business. The field uses in wireless data, of 3G license plate extend to be about to enter wholesale business to use with TD-SCDMA, can bring very large application space.
Again, news service of China still lies exploration phase, the commerce with the business affairs mature perhaps mode that has not formed maturity applies. Will tell to operation business, proper place ought to be found on industrial value catenary, use oneself to be in the dominant position of industrial catenary, each Fang Li measures conformity, make whole industry can break through the bottleneck that grows at present. Because have telegraphic operation business only ability is capable that on whole value catenary conformity gives new technology, new application and new commercial pattern.
To build more favorable competition situation, operation business must be on the foundation of cooperative win-win, downstream to going up industry resource undertakes conformity, and should take included attitude. In integrated process, should let industrial catenary the participator of each link is profitable, can expand in the commercial activity that takes an active part in industrial catenary oneself, such ability make operation business itself also can develop expand. Meanwhile, operation business can undertake in industrial value catenary different value locates, offer individuation, poor dissimilation to serve to the client, use different industrial collaboration pattern, form bind and alternate sale, make the situation that industrial catenary forms benign development.
Chinese telegraphic market still has vast growing space, want each joint efforts on industrial catenary only, telegraphic industry still can continue to help the growth that moves Chinese GDP, is not to pull GDP hind leg. Want to accomplish this, with respect to need industrial catenary just has crisis consciousness each, on technology, business and business affairs mode do all one can innovates.
SCO faces crisis of the card that be picked by NASDAQ
December 19, 2007
SCO made a statement recently the correspondence that says to had gotten NASDAQ respect, the share that SCO represents in the letter will in September 27 cards are picked card.
NASDAQ respect is in SCO the decision puts forward to go bankrupt after protection, make this decision. According to the byelaw of NASDAQ, the stock of SCO will be stopped to trade, unless they offer explain in detail. And SCO states they are met to lodge a complaint, but they also admit at the same time, do not have any assurance NASDAQ will be new answer card.
New crisis of bandwidth of round of whole world is about to erupt
December 18, 2007
The development of contemporary communication, bandwidth is the big question that perplexing communication estate development all the time, installing electrify word is very long period of time perplexes operation business and user to have big problem. As smooth communication wave nearly a few years cent answer uses technical maturity, intelligence exchanges technical development, communication domain basically was solved receive an issue, today if not be remote region, the user has not put jacket not to go up telephone issue.
The development of Internet raised taller requirement to communication, data is received ask simple speech corresponds not only, and still ask taller bandwidth.9.6K dials, develop 56K to dial all the time, the ISDN of 128K, 512K or the ADSL that are higher rate. Broadband user has exceeded 80 million today, that is to say our main online netizen had realized a broadband to get online.



