The in-depth cooperation between operators and all parties in the industry chain is entering a new blowout period.

Recently, China Mobile Guangzhou South Base, during the 2016 China Mobile Global Partner, AsiaInfo Group signed a strategic cooperation framework agreement with China Mobile.

Prior to this, China Mobile and Alibaba also signed a strategic cooperation framework agreement on December 7.

AsiaInfo is a giant in the software industry. Alibaba is also the leader of the Internet. Both companies are strong and highly representative of the industry. However, according to people familiar with the matter, in this round of cooperation, it is indeed that they have taken the initiative to actively communicate with China Mobile and finally reach a cooperation.

In addition, the recent strategic cooperation between Alibaba, Tencent and Baidu and China Unicom, and the possibility of participating in China Unicom's mixed reforms also attracted attention in the industry.

Why did the operators suddenly become the scent of the parties?

Let me talk about Unicom.

At present, the most common guess about the cooperation between Unicom and BAT is that this is a signal that they are likely to participate in China Unicom's mixed reforms.

But the two are actually not directly related. Whether there is cooperation or not, will it be involved in mixed reforms, which is essentially two things.

Perhaps BAT hopes to cooperate with China Unicom and the government to express its determination to participate in the mixed reform. But for China Unicom's mixed reforms, participants are not necessarily BAT, or not just BAT.

One of the key reasons why China Unicom became the first pilot of the mixed reform is that China Unicom is currently the weakest among the three major operators. Therefore, the reform cost of doing mixed reform is the least, and the demand for breaking through the reform is also the most urgent. In addition, the power of Wang Xiaochu, a strong figure, can also ensure the advancement of China Unicom's mixed reforms.

It is for this reason that Unicom is very fond of BAT's strategic cooperation. Regardless of whether it is for Unicom or for Wang Xiaochu; whether it is image promotion or business promotion, the introduction of BAT this level of cooperation is currently more and more good.

The situation of China Mobile is different.

As the leader of the Chinese operator market, China Mobile has always been highly cautious in its external cooperation attitude.

For example, according to the operator's disclosure, China Mobile's cooperation with Alibaba and AsiaInfo is the first comprehensive strategic cooperation with the company in addition to the government.

Therefore, China Mobile's strategic level cooperation with the two companies may be stimulated by the cooperation between China Unicom and BAT; perhaps it is driven by human factors; but the most important reason is that China Mobile has become more open.

In the industry's view, this cooperation is an important signal released by China Mobile. This means that in the future, China Mobile may work closely with all parties in the industry chain in a broader way and in a more in-depth manner.

Previously, China Mobile has completed its own capacity open platform construction, which can support multiple access methods of various channels, and open China Mobile's ordering, query and service capabilities to all levels of partners.

At the capital level, China Mobile has also invested 2.55 billion yuan with SDIC Group and fund management companies in May this year to form a joint venture company, which will mainly invest in mobile internet and related upstream and downstream industries.

At the 2016 China Mobile Global Partner Conference, China Mobile’s “Great Connection” strategy of “doubling the connection in 2020 compared to 2015” has attracted much attention.

In the speech, China Mobile Chairman Shang Bing revealed that China Mobile will expand its focus on pipeline connection services to platform-level services and vertical applications, and build a carrier-grade end-to-end information infrastructure system and content application system. Among them, there will be 4 connections:

(1) Expand basic connectivity and create more market opportunities.

(2) Open platform connection to provide more quality capabilities.

(3) Cultivate new connections and expand more cooperation paths.

(4) Promote global connectivity and open up more value areas.

Obviously, only when China Mobile has cooperated extensively with the industrial chain will it be possible to complete the "big connection" of building a new ecological industry.

This is also the key reason why China Mobile actively "put down the shelf".

Why are companies so active in their cooperation with operators?

First, for listed companies, it helps to raise the stock price.

Second, in the internal cooperation of operators, the identity of strategic partners has a greater political significance.

Third, in the era of big data, operators have a large amount of resources and capabilities that can be realized, which can bring great value to partners.

Over the years, operators have accumulated real-name identity data for almost all mobile phone users in China, from identity information, mobile phone numbers, to communication behaviors, spending habits, activity areas, and even more massive data. This is the gold mine that other technology manufacturers have dreamed of.

At present, the Internet has shifted from the personal consumption and service industries to the comprehensive access to public services such as transportation, education, medical care, and government affairs, and has entered the first and second industries in the form of the Internet of Things. Fully networked.

In this process, the boundaries of various industries are further blurred, and customers, connections and data will become key elements in the redistribution and combination of industrial patterns.

Therefore, operators such as China Mobile will open their minds and use new architecture and strategy to enhance their connectivity and amplify their connection value. Regardless of AsiaInfo or Alibaba, it is necessary to achieve synergy with operators from various fields such as operation, support, data, security, etc., and realize multi-layer, multi-node, full-process, long-term relationship in the large connection platform to the Internet of Everything. , strategic cooperation with thick values.

Although the starting points of each company are different, in this tide of change that has swept the entire ICT industry, strong alliances are all taking the initiative.

Of course, how far this road can go, one must look at the strength, vision and pace of the decision-making layer of China Mobile and its partners; second, it depends on the execution of all parties, whether the pilot of the first cooperation can achieve the goal.

At the same time, to become a strategic partner of operators, it also means that companies need to pay a corresponding price, to achieve synergy with operators in different fields, to help them achieve business expansion and strategic transformation, and grow together with China Mobile.

Whether it can truly implement "strategic cooperation" as actual win-win growth is both an opportunity and a new challenge.

Finally, take a look at the cooperation details and related information of each company:

[AsiaInfo]

The cooperation with China Mobile will focus on five areas: industry-level SaaS application services, smart city applications and services, enterprise-level ICT applications and services, personal and home customer operations, and IT capacity building and enhancement.

At the China Mobile Global Partner Conference, Tian said that the two sides will jointly expand the links of government, medical, transportation, education, food and drug supervision and other urban areas in the areas of billing, CRM, security, and BI, as well as finance, manufacturing, and Connections in traditional industries such as logistics, tourism, and media.

It is worth noting that, unlike the existing telecom support software business in the past, the cooperation between AsiaInfo and China Mobile is focused on the future industry trends such as big data and cloud computing, and AsiaInfo is actively exploring the field.

[Alibaba]

The cooperation with China Mobile has not revealed much information. The main areas of cooperation between the two parties are "in-depth cooperation in the emerging fields, basic communication services, information infrastructure, marketing cooperation, etc., focusing on new markets and creating new values. "

Prior to this, Alibaba had already reached strategic cooperation with China Telecom as early as 2013. This year, it has also reached a cooperation with China Unicom on the theme of "mutual empowerment, common expansion, joint innovation" to accelerate the supply-side structural reform of the mobile Internet.

At present, Alibaba is also the only company that has reached strategic level cooperation with the three major operators.

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