5G commercialization is advancing rapidly, and operators have come to the stage.
The three major operators of China Mobile, China Telecom, and China Unicom have jointly released the “5G News White Paper”. 11 partner platforms such as Huawei, ZTE, and Xiaomi have given RCS the upper hand.
RCS is Rich Media Converged Communication. Compared with traditional SMS, the most important function of RCS is interaction. You can directly complete various app-style application functions such as booking and navigation through various functional interfaces on the SMS interface. According to GSMA data, it is estimated that by 2021, the global market for RCS-based industry text messages will reach US $ 74 billion.
Regarding the application scenarios of RCS, the industry generally believes that This new 5G application will have a greater impact on enterprise service communications . Haitong Securities believes in the latest report released on April 9th that the RCS portal is expected to become the standard for enterprise digital construction, and enterprises will use Chatbot (chat robot) to talk to customers in the future, thereby saving labor costs. Since chatbots rely on NLP (Natural Semantic Understanding) technology, they are optimistic about RCS solution providers and NLP technology providers.
Ping An Securities mentioned in a report released on the same day that in the 5G era, industry customers will become an important source of revenue for operators ’5G network operations. RCS brings a new human-computer interaction experience. Industry customers of operators (such as governments, enterprises, etc.) can directly send public service and business service information to users, and the industry SMS function is expected to be upgraded.
Analysis of Guojin Securities Jiang Huawei believes that the comprehensive promotion of RCS will impact the current popular instant messaging tools to a certain extent, such as WeChat, Facebook, etc., especially in corporate service communications field. This is because After the three major operators jointly interoperate, all mobile phone users are RCS users, and they can communicate with each other without installing apps, adding friends, or paying attention to corporate services. When the mobile phone number is used as the unified ID of the mobile Internet, the real-name system can also protect information security.
Before and after the official release of RCS, A-share related concept stocks have been in continuous daily limit. In terms of Chinese stocks, Xiaomi (1810.HK), ZTE (0763.HK), Lenovo (0992.HK), Hisense (0921.HK) and other industry chain-related companies may usher in significant benefits. According to the comprehensive brokerage report, the list of listed companies related to the RCS concept is as follows:
Note: HUB mainly aggregates operator services to MaaP platform; MaaP platform is an enhanced open platform that connects operators and enterprise services. The statistical time of part of the stock price and market value data is before the press release. Drafting
The commercial use of RCS is imminent, but it should be noted that it needs the support of the industrial ecosystem, including the interconnection between operators and the business linkage with terminal equipment manufacturers. It takes time to establish the ecology.
(The picture is from Visual China)