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2022-11-02
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However, according to Digital Intelligence Frontline's knowledge from a number of people familiar with the matter, this matter is a cooperation between the two parties at the business level, not a drama of state-owned assets holding Tencent. On the afternoon of November 2, a<a href=\"https://laohu8.com/S/600050\">China Unicom</a>The news of establishing a joint venture with Tencent has aroused widespread concern and discussion.</p><p>According to relevant documents released on the website of the Second Law Enforcement Division of the Anti-Monopoly Bureau of the State Administration for Market Regulation on October 27, the new joint venture case between China Unicom Innovation Venture Capital Co., Ltd. and Shenzhen Tencent Industrial Venture Capital Co., Ltd. was unconditionally approved, and the conclusion time was October 18th.</p><p>The newly established joint venture plans<b>Mainly engaged in content distribution network (CDN) and edge computing business. After the transaction is completed, China Unicom Venture Capital, Tencent Industrial Investment, and relevant employee stock ownership platforms will hold 48%, 42%, and 10% of the equity of the joint venture respectively</b>, China Unicom Venture Capital and Tencent Industrial Investment jointly control the joint venture.</p><p>After the news came out, the capital market moved.<a href=\"https://laohu8.com/S/00762\">China Unicom</a>The A-share stocks have reached their daily limit, but the Hong Kong stock market where Tencent is located canceled trading this afternoon due to typhoon factors, and the attitude of the capital market can no longer be reflected in the stock price.</p><p>The reason why this news attracted strong attention from the outside world is also related to some rumors circulating in the market before.</p><p>In mid-to-late October, there were rumors that China Mobile had acquired Tencent's equity, but it was later clarified that this was false news. A few days ago, it was reported that \"CITIC Group is organizing a delegation to negotiate with Naspers to acquire all its Tencent shares\", but both Tencent and CITIC quickly refuted the rumors.</p><p>After the news of the establishment of a joint venture between China Unicom and Tencent came out, people found that Tencent did reach a cooperation with the operator, but the operator became China Unicom, and it was not an acquisition relationship, but a joint venture company, and the business of the new company focused on \"cloud computing\" related fields.</p><p><b>01. Why is a joint venture company established</b></p><p>The market is most concerned about the purpose of the cooperation between China Unicom and Tencent. Previously, in 2017, Tencent and China Unicom planned to carry out in-depth cooperation in cloud computing and other business areas, including public cloud, \"proprietary cloud\" and \"hybrid cloud\", as well as network security services, but there was no following.</p><p>But this approved cooperation,<b>It is the content distribution network (CDN) and edge computing that has greatly narrowed the business.</b></p><p>Yang Guang, a senior analyst in the wireless communications field at Strategy Analytics, told Digital Intelligence Frontline that this should be a win-win cooperation. China Unicom has infrastructure, especially edge computer rooms, and Tencent has technology and ecology.<b>\"In fact, Internet companies such as Tencent have been looking forward to the edge infrastructure of operators for a long time, and now this joint venture company is likely to open a breakthrough.\"</b></p><p>Yang Guang believes that for Internet companies, one of the main obstacles to promoting edge computing is that there are not so many edge computer rooms. With this resource, there are many things that can be done theoretically, such as government and enterprise businesses, smart cities and consumer applications, which can have new imagination space.</p><p>A government and enterprise person analyzed the front line of digital intelligence,<b>The cooperation with Tencent operators is more aimed at the government and enterprise market, and both parties are expected to strengthen the development of government cloud and smart cities.</b></p><p>In July this year, Tencent Cloud set up a separate department to be responsible for the planning and expansion of the operator industry.</p><p>A cloud computing veteran told Digital Intelligence Frontline that since Tencent Cloud made a major strategic adjustment at the end of last year, Tencent Cloud has reduced streamline projects such as general contracting and integration, and invested in self-developed PaaS and SaaS products.<b>\"Now only the revenue of its own products is counted, and the integration business is not counted. With the cooperation between the two parties, there is a high probability that China Unicom will do integration in the front, and Tencent Cloud will provide products in the back.\"</b></p><p>As for why it specifically targets edge business and CDN, the person said that it is difficult for Tencent Cloud's own business alone to cover these scenarios. This business can be done together with operators, which can give full play to the expertise of both parties, such as the operator's facilities, sales network and service system, and Tencent Cloud's PaaS and SaaS. CDN services, on the other hand, are mostly losing money in the hands of Internet companies. Cooperating with operators will take advantage of operators' cost advantages. After all, the biggest cost of CDN-bandwidth comes from operators.</p><p><b>02. Changes in the cloud market</b></p><p>Behind the establishment of the joint venture company by Tencent Unicom, the cloud computing market has undergone some profound changes since last year.</p><p>First, the cloud business of the three major operators is growing rapidly. Not long ago, IDC market data showed that only at the IaaS level,<a href=\"https://laohu8.com/S/CHA\">China Telecom</a>Its Tianyi Cloud has entered the top three in the Chinese market, behind Alibaba Cloud and Huawei Cloud. Operator Cloud received many large digitalization orders from government and enterprises last year and this year.</p><p>Secondly, since last year, some places, such as Tianjin, Chongqing and Zhejiang, began to build state-owned assets clouds, but at present, it seems that the scale of these clouds is small, and their main function is state-owned assets supervision.</p><p>Again, in July this year, at the Digital China Cloud Ecology Conference, a relevant person from the State-owned Assets Supervision and Administration Commission said: \"The next step,<b>State-owned central enterprises will actively participate in the construction of cloud systems and become operators of the national basic public cloud... and become pioneers in the construction and operation of public clouds in the industry... \"</b></p><p>And some important enterprises in the cloud market have responded individually. Driven by rotating chairman Xu Zhijun, Huawei formed a smart city expansion team with operators in 2021. According to Huawei's internal analysis, 1/3 of smart cities will be taken by operators.</p><p><a href=\"https://laohu8.com/S/JD\">JD.com</a>Cloud announced at a conference held on November 1 that it had launched Changyun, an industrial chain, around central state-owned enterprises. JD Cloud currently has a dedicated team to promote the long cloud of the industrial chain, and has participated in the initial construction of the long cloud of the industrial chain of some central state-owned enterprises.</p><p>Alibaba Cloud, Tencent Cloud,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Cloud has strengthened cooperation with operators,<b>It is proposed to be integrated to provide its own technical products for operators and other partners.</b></p><p>The establishment of a joint venture company by Tencent Unicom is also one of these many changes.</p><p><b>03. The cooperation between the two parties has a long history</b></p><p>Tencent has previously participated in the mixed reform of China Unicom. In August 2017, China Unicom announced that it would issue shares to raise 78 billion yuan.<a href=\"https://laohu8.com/S/601628\">China Life Insurance</a>And JD.com,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, Tencent and other strategic investors subscribed for 9 billion A shares of China Unicom through their respective affiliated companies at a subscription price of 6.83 yuan per share. Among them, Tencent Cinda invested 11 billion yuan, accounting for 5.33%.</p><p>From now on, this transaction has suffered a relatively large loss.<b>China Unicom's closing price on November 2, 2022 was 3.75 yuan, which means that this transaction has caused Tencent to lose nearly 5 billion yuan.</b></p><p>Before the two parties formally reached a strategic cooperation, Tencent also launched the \"King Card\" with China Unicom, and its biggest highlight supported hundreds of applications of Tencent without traffic.</p><p>On March 1, 2019, at the China Smart Cultural Tourism Industry Summit, China Unicom and Tencent announced that they would jointly invest in the establishment of Yunjing Cultural Tourism Company, based in Guizhou and radiating across the country, to provide customers with intelligent, diverse, tasteful and high-quality intelligent cultural tourism information industry services.</p><p>In August of the same year, China Unicom and Tencent E-sports signed a strategic cooperation agreement to jointly build a \"5G E-sports Joint Laboratory\". On November 25, 2021, China Unicom and Tencent jointly released the \"2021 China Smart Cultural Tourism 5G Application White Paper\" in Beijing.</p><p><b>Not only Tencent, but it is very common for private capital to invest in operators.</b>In August 2021,<a href=\"https://laohu8.com/S/601728\">China Telecom</a>Conducted a strategic placement. In a long list of investors, Huawei,<a href=\"https://laohu8.com/S/300454\">Sangfor</a>And Bilibili, etc., with investment amounts of 1 billion yuan, 500 million yuan, and 500 million yuan respectively.</p><p>Huawei's reply at that time was: based on and<a href=\"https://laohu8.com/S/00728\">China Telecom</a>Through the long-term strategic cooperation, our company decided to participate in the strategic placement of China Telecom's return to A shares. Our company hopes that through this move, we can better grasp digital development opportunities and create greater value for customers.</p><p>Obviously, these cooperation are more for business considerations. Moreover, operators, as providers of network infrastructure, Internet and technology companies have strong business dealings with operators in daily life.</p><p></body></html></p>","source":"lsy1667382487518","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What is the meaning behind the establishment of a joint venture company by Tencent Unicom?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat is the meaning behind the establishment of a joint venture company by Tencent Unicom?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">数智前线</strong><span class=\"h-time small\">2022-11-02 17:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>China Unicom and<a href=\"https://laohu8.com/S/00700\">Tencent</a>The news of the establishment of the joint venture company ignited the sentiment of the market, and coupled with some previous rumors, it made the outside world talk about it. However, according to Digital Intelligence Frontline's knowledge from a number of people familiar with the matter, this matter is a cooperation between the two parties at the business level, not a drama of state-owned assets holding Tencent. On the afternoon of November 2, a<a href=\"https://laohu8.com/S/600050\">China Unicom</a>The news of establishing a joint venture with Tencent has aroused widespread concern and discussion.</p><p>According to relevant documents released on the website of the Second Law Enforcement Division of the Anti-Monopoly Bureau of the State Administration for Market Regulation on October 27, the new joint venture case between China Unicom Innovation Venture Capital Co., Ltd. and Shenzhen Tencent Industrial Venture Capital Co., Ltd. was unconditionally approved, and the conclusion time was October 18th.</p><p>The newly established joint venture plans<b>Mainly engaged in content distribution network (CDN) and edge computing business. After the transaction is completed, China Unicom Venture Capital, Tencent Industrial Investment, and relevant employee stock ownership platforms will hold 48%, 42%, and 10% of the equity of the joint venture respectively</b>, China Unicom Venture Capital and Tencent Industrial Investment jointly control the joint venture.</p><p>After the news came out, the capital market moved.<a href=\"https://laohu8.com/S/00762\">China Unicom</a>The A-share stocks have reached their daily limit, but the Hong Kong stock market where Tencent is located canceled trading this afternoon due to typhoon factors, and the attitude of the capital market can no longer be reflected in the stock price.</p><p>The reason why this news attracted strong attention from the outside world is also related to some rumors circulating in the market before.</p><p>In mid-to-late October, there were rumors that China Mobile had acquired Tencent's equity, but it was later clarified that this was false news. A few days ago, it was reported that \"CITIC Group is organizing a delegation to negotiate with Naspers to acquire all its Tencent shares\", but both Tencent and CITIC quickly refuted the rumors.</p><p>After the news of the establishment of a joint venture between China Unicom and Tencent came out, people found that Tencent did reach a cooperation with the operator, but the operator became China Unicom, and it was not an acquisition relationship, but a joint venture company, and the business of the new company focused on \"cloud computing\" related fields.</p><p><b>01. Why is a joint venture company established</b></p><p>The market is most concerned about the purpose of the cooperation between China Unicom and Tencent. Previously, in 2017, Tencent and China Unicom planned to carry out in-depth cooperation in cloud computing and other business areas, including public cloud, \"proprietary cloud\" and \"hybrid cloud\", as well as network security services, but there was no following.</p><p>But this approved cooperation,<b>It is the content distribution network (CDN) and edge computing that has greatly narrowed the business.</b></p><p>Yang Guang, a senior analyst in the wireless communications field at Strategy Analytics, told Digital Intelligence Frontline that this should be a win-win cooperation. China Unicom has infrastructure, especially edge computer rooms, and Tencent has technology and ecology.<b>\"In fact, Internet companies such as Tencent have been looking forward to the edge infrastructure of operators for a long time, and now this joint venture company is likely to open a breakthrough.\"</b></p><p>Yang Guang believes that for Internet companies, one of the main obstacles to promoting edge computing is that there are not so many edge computer rooms. With this resource, there are many things that can be done theoretically, such as government and enterprise businesses, smart cities and consumer applications, which can have new imagination space.</p><p>A government and enterprise person analyzed the front line of digital intelligence,<b>The cooperation with Tencent operators is more aimed at the government and enterprise market, and both parties are expected to strengthen the development of government cloud and smart cities.</b></p><p>In July this year, Tencent Cloud set up a separate department to be responsible for the planning and expansion of the operator industry.</p><p>A cloud computing veteran told Digital Intelligence Frontline that since Tencent Cloud made a major strategic adjustment at the end of last year, Tencent Cloud has reduced streamline projects such as general contracting and integration, and invested in self-developed PaaS and SaaS products.<b>\"Now only the revenue of its own products is counted, and the integration business is not counted. With the cooperation between the two parties, there is a high probability that China Unicom will do integration in the front, and Tencent Cloud will provide products in the back.\"</b></p><p>As for why it specifically targets edge business and CDN, the person said that it is difficult for Tencent Cloud's own business alone to cover these scenarios. This business can be done together with operators, which can give full play to the expertise of both parties, such as the operator's facilities, sales network and service system, and Tencent Cloud's PaaS and SaaS. CDN services, on the other hand, are mostly losing money in the hands of Internet companies. Cooperating with operators will take advantage of operators' cost advantages. After all, the biggest cost of CDN-bandwidth comes from operators.</p><p><b>02. Changes in the cloud market</b></p><p>Behind the establishment of the joint venture company by Tencent Unicom, the cloud computing market has undergone some profound changes since last year.</p><p>First, the cloud business of the three major operators is growing rapidly. Not long ago, IDC market data showed that only at the IaaS level,<a href=\"https://laohu8.com/S/CHA\">China Telecom</a>Its Tianyi Cloud has entered the top three in the Chinese market, behind Alibaba Cloud and Huawei Cloud. Operator Cloud received many large digitalization orders from government and enterprises last year and this year.</p><p>Secondly, since last year, some places, such as Tianjin, Chongqing and Zhejiang, began to build state-owned assets clouds, but at present, it seems that the scale of these clouds is small, and their main function is state-owned assets supervision.</p><p>Again, in July this year, at the Digital China Cloud Ecology Conference, a relevant person from the State-owned Assets Supervision and Administration Commission said: \"The next step,<b>State-owned central enterprises will actively participate in the construction of cloud systems and become operators of the national basic public cloud... and become pioneers in the construction and operation of public clouds in the industry... \"</b></p><p>And some important enterprises in the cloud market have responded individually. Driven by rotating chairman Xu Zhijun, Huawei formed a smart city expansion team with operators in 2021. According to Huawei's internal analysis, 1/3 of smart cities will be taken by operators.</p><p><a href=\"https://laohu8.com/S/JD\">JD.com</a>Cloud announced at a conference held on November 1 that it had launched Changyun, an industrial chain, around central state-owned enterprises. JD Cloud currently has a dedicated team to promote the long cloud of the industrial chain, and has participated in the initial construction of the long cloud of the industrial chain of some central state-owned enterprises.</p><p>Alibaba Cloud, Tencent Cloud,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Cloud has strengthened cooperation with operators,<b>It is proposed to be integrated to provide its own technical products for operators and other partners.</b></p><p>The establishment of a joint venture company by Tencent Unicom is also one of these many changes.</p><p><b>03. The cooperation between the two parties has a long history</b></p><p>Tencent has previously participated in the mixed reform of China Unicom. In August 2017, China Unicom announced that it would issue shares to raise 78 billion yuan.<a href=\"https://laohu8.com/S/601628\">China Life Insurance</a>And JD.com,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, Tencent and other strategic investors subscribed for 9 billion A shares of China Unicom through their respective affiliated companies at a subscription price of 6.83 yuan per share. Among them, Tencent Cinda invested 11 billion yuan, accounting for 5.33%.</p><p>From now on, this transaction has suffered a relatively large loss.<b>China Unicom's closing price on November 2, 2022 was 3.75 yuan, which means that this transaction has caused Tencent to lose nearly 5 billion yuan.</b></p><p>Before the two parties formally reached a strategic cooperation, Tencent also launched the \"King Card\" with China Unicom, and its biggest highlight supported hundreds of applications of Tencent without traffic.</p><p>On March 1, 2019, at the China Smart Cultural Tourism Industry Summit, China Unicom and Tencent announced that they would jointly invest in the establishment of Yunjing Cultural Tourism Company, based in Guizhou and radiating across the country, to provide customers with intelligent, diverse, tasteful and high-quality intelligent cultural tourism information industry services.</p><p>In August of the same year, China Unicom and Tencent E-sports signed a strategic cooperation agreement to jointly build a \"5G E-sports Joint Laboratory\". On November 25, 2021, China Unicom and Tencent jointly released the \"2021 China Smart Cultural Tourism 5G Application White Paper\" in Beijing.</p><p><b>Not only Tencent, but it is very common for private capital to invest in operators.</b>In August 2021,<a href=\"https://laohu8.com/S/601728\">China Telecom</a>Conducted a strategic placement. In a long list of investors, Huawei,<a href=\"https://laohu8.com/S/300454\">Sangfor</a>And Bilibili, etc., with investment amounts of 1 billion yuan, 500 million yuan, and 500 million yuan respectively.</p><p>Huawei's reply at that time was: based on and<a href=\"https://laohu8.com/S/00728\">China Telecom</a>Through the long-term strategic cooperation, our company decided to participate in the strategic placement of China Telecom's return to A shares. Our company hopes that through this move, we can better grasp digital development opportunities and create greater value for customers.</p><p>Obviously, these cooperation are more for business considerations. Moreover, operators, as providers of network infrastructure, Internet and technology companies have strong business dealings with operators in daily life.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/GZOmNIpIgJu-kdyaNSMEbQ\">数智前线</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2ac832a398a377eca9e427525707c3b2","relate_stocks":{"LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0173614495.USD":"富达中国焦点A","LU0359201612.USD":"贝莱德中国基金A2","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0072462343.USD":"贝莱德亚洲巨龙基金","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","TCEHY":"腾讯控股ADR","BK1526":"科网股","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","00700":"腾讯控股","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4077":"互动媒体与服务","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","BK1521":"挪威政府全球养老基金持仓","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK1586":"云计算","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC"},"source_url":"https://mp.weixin.qq.com/s/GZOmNIpIgJu-kdyaNSMEbQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186310401","content_text":"联通和腾讯成立合营公司的消息点燃了市场的情绪，再加上此前一些传闻，更是让外界议论纷纷。不过据数智前线从多位知情人士处获悉，此事是双方在业务层面的合作，并不是国资控股腾讯的戏码。11月2日午后，一则中国联通和腾讯成立合营企业的消息引起了广泛关注和讨论。根据国家市场监管总局反垄断局执法二司网站10月27日发布的相关文件显示，联通创新创业投资有限公司与深圳市腾讯产业创投有限公司新设合营企业案获无条件批准，审结时间为10月18日。新设的合营企业拟主要从事内容分发网络（CDN）和边缘计算业务。交易完成后，联通创投、腾讯产投、有关员工持股平台将分别持有合营企业48%、42%、10%的股权，联通创投、腾讯产投共同控制合营企业。消息传出后，资本市场闻风而动，中国联通在A股的股票已经涨停，但腾讯所在的港股，今天下午因为台风因素取消了交易，资本市场的态度已无法反映在股价上。而这则消息之所以会引起外界强烈关注，也与之前市场流传的一些传闻有关。10月中下旬，曾有传闻称移动收购腾讯股权，后被澄清这是一条假消息。而在前几日，又有消息称“中信集团正组团与Naspers谈判以收购其持有的全部腾讯股份”，但腾讯和中信很快都对外进行了辟谣。联通和腾讯成立合营企业的新闻出来后，人们发现，腾讯确实与运营商达成了合作，只是运营商变成了联通，而且并非收购关系，是成立合营公司，而新公司的业务侧重在“云计算”相关领域。01、为什么会成立合营公司市场上最关注，联通与腾讯合作的目的是为了什么。此前，2017年腾讯与联通就计划开展云计算等业务领域的深度合作，包括公有云、“专有云”和“混合云”，以及网络安全服务，但没有下文。但此次获批的合作，正是内容分发网络（CDN）和边缘计算，业务有较大幅度收窄。Strategy Analytics无线通信领域高级分析师杨光告诉数智前线，这应该是双赢合作。联通有基础设施，尤其是边缘机房，腾讯有技术和生态。“其实，腾讯等互联网公司对运营商的边缘基础设施憧憬已久，现在这个合营公司很可能打开了一个突破口。”杨光认为，对于互联网公司来说，推广边缘计算的一个主要障碍就是没有那么多的边缘机房。有了这个资源之后，理论上可以做的事情就很多了，像政企业务、智慧城市、消费者应用都能有新的想象空间。一位政企人士对数智前线分析，腾讯与运营商的合作，更多瞄准了政企市场，双方有望加强在政务云、智慧城市上的开拓。今年7月，腾讯云专门成立单独部门，负责运营商行业的规划和拓展。一位云计算资深人士告诉数智前线，自从腾讯云去年底进行战略大调整之后，腾讯云减少了总包、集成类等流水性项目，投入到自研PaaS和SaaS产品上。“现在只算自有产品营收，集成类的业务都不计收。双方的合作，大概率联通在前面做集成，腾讯云在后面提供产品。”至于为什么专门针对边缘业务和CDN，该人士称，单靠腾讯云自己的业务很难覆盖这些场景。这块业务与运营商一起做，可以发挥双方的专长，比如运营商的设施、销售网络和服务体系，腾讯云的PaaS和SaaS。而CDN业务，在互联网企业手中大都是亏损的，与运营商合作，会利用到运营商的成本优势，毕竟CDN最大的成本——带宽来自运营商。02、云市场出现变局腾讯联通成立合营公司的背后，云计算市场从去年开始发生了一些深刻的变化。首先是三大运营商的云业务高速增长。不久前IDC市场数据显示，仅在IaaS层面，中国电信旗下的天翼云已经晋身中国市场前三，位于阿里云和华为云之后。运营商云在去年和今年都拿到了不少政企数字化大单。其次是从去年开始，一些地方如天津、重庆、浙江开始建设国资云，但目前看来，这些云的规模不大，主要的职能是国资监管。再次是今年7月，在数字中国·云生态大会上，国资委相关人士表示：“下一步，国资央企将积极投身云体系建设，成为国家基础公有云的运营者...成为行业领域公有云建设运营的先行者...”而云市场上一些重要的企业都各自做出了反应。华为在轮值董事长徐直军的推动下，于2021年与运营商组建了智慧城市拓展小组。华为内部分析，智慧城市的1/3将被运营商拿下。京东云在11月1日举办的一场会议上宣布，围绕央国企，推出了产业链长云。京东云目前有专门团队推进产业链长云，并已参与到部分央国企的产业链长云的起步建设中。阿里云、腾讯云、百度云则加强了与运营商的合作，提出被集成，为运营商等伙伴提供自己的技术产品。此次腾讯联通成立合营公司，也是这些诸多变化中的一个动向。03、双方合作由来已久腾讯此前就参与了中国联通的混改。2017年8月，中国联通宣布发行股份募集资金780亿元，中国人寿以及京东、阿里巴巴、腾讯等战略投资者通过各自关联公司，认购了90亿股中国联通A股股份，认购价格为每股6.83元。其中腾讯信达出资110亿元，占比5.33%。这笔交易从现在看来，已经出现了比较大的亏损。中国联通在2022年11月2日收盘的价格为3.75元，这意味着这笔交易让腾讯已经浮亏了近50亿元。而在双方正式达成战略合作之前，腾讯还与联通推出过“大王卡”，其最大的亮点支持腾讯的上百款应用免流量。2019年3月1日，在中国智慧文旅产业峰会上，中国联通与腾讯公司宣布，由双方共同出资成立云景文旅公司，立足贵州、辐射全国，为客户提供智慧、多元、有品位、高质量的智慧文旅信息化产业服务。同年8月，中国联通与腾讯电竞签署战略合作协议，共建“5G电竞联合实验室”。2021年，11月25日，中国联通与腾讯在北京联合发布了《2021中国智慧文旅5G应用白皮书》。不仅仅是腾讯，民营资本入股运营商的情况已经非常普遍。2021年8月，中国电信进行了战略配售。在一长串的投资者名单里就出现了华为、深信服和B站等，出资额分别位10亿元、5亿元、5亿元。华为当时给出的回复是：基于与中国电信的长期战略合作，我公司决定参与中国电信回归A股的战略配售。我公司希望通过此举，更好地把握数字化发展机遇，为客户创造更大价值。显然，这些合作更多是出于业务层面的考虑。而且，运营商作为网络基础设施的提供方，互联网和科技企业与运营商在日常就有很强的业务往来。","news_type":1,"symbols_score_info":{"00700":0.9,"TCEHY":0.9}},"isVote":1,"tweetType":1,"viewCount":2080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
