Source: Art Helper Studio
30 seconds fast reading
"IT Times" predicts and judges the development trend of the technology Internet in the latest year at the beginning of each year. We see that the development of the digital economy has been elevated to a new strategic height, which will be the main tone throughout 2022 and the years to come, in this era, many industries, including telecom operators, will benefit and develop more rapidly. We see that strong regulation will continue, "preventing disorderly expansion of capital" is becoming the new normal, and Internet giants will continue to keep a low profile. We see that 2022 is still facing many uncertainties, such as the duration and intensity of the epidemic, the degree of economic development recovery, etc., the same is true in the science and technology Internet circle, whether there will be an "industry earthquake" is still unknown, and where the industry after the "earthquake" is still not very obvious.
It's like a tiger
Telecom operators run a new track of digital economy
original intention
The tiger grows wings, and the metaphor of the powerful man becomes stronger when helped.
New solution in the Year of the Tiger
In the first year of the "14th Five-Year Plan", domestic telecom operators have achieved good development results, and China Telecom and China Mobile have successively completed the "back to A" event. In the Year of the Tiger, under the background of promoting the high-quality development of the digital economy, telecom operators bear more important historical responsibilities and will also usher in a broader space for development.
What kind of evaluation should the communications industry have for the past 2021?
The inner volume, for sure, is there, and quite serious. However, a force for change is stirring, and that is the opportunity of digitalization, and operators have already tasted the "sweetness". For domestic operators, 2021 is a good year, both from the perspective of business development and performance.
From the perspective of operator business development, the recovery in 2021 is obvious. The net increase in mobile subscribers of China Telecom, China Mobile and China Unicom and the net increase in cable broadband were significantly better than in the previous year. Taking China Telecom as an example, it continues to occupy a dominant position in the mobile subscriber increment market, and the net increase in wired broadband subscribers has more than doubled the level in 2020. China Mobile and China Unicom successfully "stopped the bleeding", changing the situation of mobile subscriber loss in 2020, and the growth level of wired broadband users was also better than that of the previous year.
From the perspective of financial performance, although the three operators have not yet announced their 2021 financial reports, from the first three quarters, it can really be described as "tiger and tiger". China Telecom, which was listed on the A-share market in August 2021, gained a "big two doubles" in the first three quarters of 2021, especially the net profit growth rate of 24.7%, which is really "terrifying". China Mobile's performance is also very eye-catching, with revenue growth and net profit growth in the first three quarters of 2021 hitting new highs since 2009. China Unicom's performance is also good, with revenue and net profit have increased significantly.
The three operators will collectively improve in 2021, one is because the irrational competition in the industry has been curbed, stabilizing the basic disk of traditional businesses, and it has risen steadily; second, after years of hard work in the digital field, there has been a final harvest, the revenue of emerging services has increased prominently, and the new momentum has been continuously strengthened. Judging from the data disclosed by the Ministry of Industry and Information Technology, in 2021, the mainland's telecommunications business revenue increased by 8% year-on-year, which is also a rare good result in recent years. Although the revenue of emerging services only accounts for 15% of the revenue of telecommunications services, the pull effect is very obvious. In 2021, emerging business revenue will drive telecommunications business revenue growth by 3.6 percentage points, that is to say, in the 8% growth rate of telecom business revenue, emerging business revenue has contributed nearly half, becoming the first driving force for revenue growth.
It can be said that telecom operators that have been actively promoting the development of the digital economy have already tasted the "sweetness" of the digital economy in 2021.
At the end of the year and the beginning of the year, the digital economy has been elevated to a strategic height related to the overall situation of national development, and it is a strategic choice to seize the new opportunities of a new round of scientific and technological revolution and industrial transformation.
In October 2021, the Political Bureau of the CPC Central Committee conducted the 34th collective study on promoting the healthy development of the mainland's digital economy; in January 2022, the State Council issued the "14th Five-Year Plan for the Development of the Digital Economy"; in January 2022, the second issue of Qiushi magazine published an important article "Continuously Strengthening and Optimizing the Mainland Digital Economy"... The drums of war to accelerate the development of the digital economy are ringing out intensely.
In the mighty tide of the digital economy, telecom operators play an important role and have greater responsibilities. In the "14th Five-Year Plan for the Development of the Digital Economy", eight key tasks such as "optimizing and upgrading digital infrastructure", "giving full play to the role of data elements", "vigorously promoting the digital transformation of the industry" and "accelerating the promotion of digital industrialization" are deployed, no matter which task, they are closely related to telecom operators, which is their main battlefield.
At the same time, telecom operators will also usher in the huge opportunities brought by the digital economy. Under the background of the great development of the digital economy, new demands are put forward for intelligent computing power, network security, and digital governance, bringing new opportunities for industrial development. At the same time, under the background of accelerating the development of the digital economy and the influence of epidemic factors, the willingness of all walks of life to digitally transform is stronger than ever. These factors are extremely beneficial to operators.
There is no doubt that in 2022, telecom operators will further focus on the new track of digital economy, help the digital transformation of thousands of industries, and tap new growth points.
Tigers roaring in the wind
NFTs accelerate the "breaking of the circle" to form a new order
The metaphor of heroic figures appearing in line with the trend of the times and having a great impact on society; it also refers to Haojie rising up and showing his grand plans.
In 2022, the NFT that relies on the myth of sudden wealth will usher in a new outbreak. In the context of the country's vigorous development of the digital economy, relying on blockchain technology and relying on the metacosm of NFTs, it may be deeply integrated with more industries and burst out greater commercial value and influence.
At the end of December 2021, foreign media rated the top 12 science and technology hot words in 2021, and the NFT was impressively listed. As the biggest outlet in 2021, NFT has broken the circle several times with one myth after another and has become the new favorite of the technology circle.
According to 1confirmation, the transaction volume of NFTs reached $19.6 billion in the past year. And that number, in 2020, is only $85.7 million. Among them, The openSea alone has a trading volume of $16 billion.
When the tiger roars, the wind blows. The myth of the NFT circle has also attracted a large number of non-insider players. In December last year, Jay Chou launched the Phanta Bear (Phantom Bear) to bring NFTs into the hong Kong and Taiwan celebrity circle, making it a new way to monetize traffic. NFT has also attracted domestic technology giants to run into the market, from June 2021, Ali, Tencent, ByteDance, Little Red Book... Successively, 7 Internet giants have entered the NFT, built platforms, and launched their own NFT products, which has spawned a new industry ecology and formed a commercial closed loop of creators-platform-collectors.
In 2022, NFTs remain a hot investment target. In January this year, the Associated Press officially entered the NFT market and launched its own NFT resource library. On January 28, luxury brand GUCCI announced that it will launch the latest co-branded NFT by co-brand artists. A large number of new players and new capital are pouring in, which is accelerating the "breaking of the circle" of NFTs. When NFTs are no longer the self-amusement of small circles, new development possibilities have emerged. At the same time, the entry of a large amount of capital in 2021 will make the NFT industry have more application scenarios that can be landed, whether in technology, infrastructure construction, and even at the application level, thereby increasing its added value and enhancing the stability of the market.
In foreign markets, NFTs are no longer just an electronic painting in addition to uniqueness, but are connected to more scenes. With the blessing of the metaverse, the NFT can be an admission ticket to the future metaverse, or it can be linked to the real world, representing the physical objects in the real world - a villa, a physical artwork, and so on. More diversified application scenarios also give NFTs a value other than "financial" attributes, it can be said that NFTs are bidding farewell to barbaric growth, and a new order is being generated.
Nevertheless, in 2022, NFT still faces a question that has been asked since its inception - where is the future application scenario of NFT? In 2021, the emergence of NFTs is more as the infrastructure of the metaverse. However, exactly where the metaverse is remains unknown. If NFTs want to take a new step, they must find their own value at the application layer, so as to avoid the game of cutting leeks and being cut leeks.
Back in the domestic market, under the strong supervision of NFT de-financialization, the liquidity of NFTs has been greatly reduced. This has also become a potential crisis in the domestic NFT market. With the further popularization of the digital yuan and the expansion of the primary market of domestic digital collections, under the premise of de-financialization, whether it can explore a healthy and sustainable set of NFT play is the key.
In 2022, the mainland will make the development of the digital economy a top priority. In the case of favorable policies, the NFT, which is born out of blockchain technology, will also benefit as a part of the digital economy. In 2022, NFT is still in a period of high-speed outbreak, and the entry of new capital and new players may bring new possibilities to NFT. It is foreseeable that in 2022, NFTs will face the wind and ride the momentum.
Tiger's Mouth
The era of e-cigarettes lying to make money is over
The parable is in an extremely dangerous situation
The e-cigarette industry walking in the gray area will "turn positive" in 2022, but for the entrants, it is getting closer and closer to "life and death", the industry reshuffle is intensifying, and a number of enterprises and a large number of stores will be eliminated. Leaving the field or going to sea?
Enter "electronic cigarettes" in the enterprise check, sky eye check, and Qixinbao, and the results obtained are: 349720, 10w+, 665877, and the three numbers are sealed, and then look at it at the end of 2022, presumably a considerable number of enterprises have been scattered in the "rain and wind".
At the end of 2021, the regulatory authorities will not be able to cover their ears with lightning speed, and successively issue three policies to hammer the uncertain e-cigarette industry, "E-cigarettes and other new tobacco products are implemented with reference to the relevant provisions of these regulations." In the subsequent "Administrative Measures for Electronic Cigarettes" (hereinafter referred to as the "Management Measures") and the "Electronic Cigarette Standards" (hereinafter referred to as the "Standards"), the draft for comments clearly put forward license requirements for the production, wholesale and sales of electronic cigarettes, and stipulates the production standards for atomization rods, smoke liquid and other products. If all the processes are normal, in the first half of this year, the two new regulations are expected to be officially implemented.
The storm is coming. Although the establishment of "identity" eliminates the risk of the collapse of the entire industry, the ensuing "Management Measures" and "Standards" put a tight curse on all enterprises, and the inevitable result is that e-cigarette companies that cannot get a license or whose products cannot meet the standards will inevitably leave the market in large numbers.
From the draft of the "Standard", it can be seen that the safety of smoke liquid and the residual rate of heavy metals are the technical threshold of production enterprises and the core competitiveness. Unlike traditional tobacco, e-cigarettes have many flavors and do not contain tar and known carcinogens produced after high-temperature combustion, so European countries such as the United Kingdom have characterized it as "harm reduction" tobacco. But the potential problem is that the safety testing of different flavors of food additives in the past was mainly ingested by the esophagus, but the electronic cigarette is ingested through the respiratory tract after atomizing the smoke liquid, and the safety of this method has not been verified for a long time.
Therefore, the "Standard" adopts a whitelist method, contains 122 kinds of additives, and clearly stipulates the maximum amount of use, which means that the fruit-flavored and sweet e-cigarette bomb category will be greatly reduced, and some small and medium-sized brands that do not have technical strength and cannot produce compliant smoke liquid and smoke bombs will not be allowed to be sold.
If, from the restrictions on taste, it can be seen that the regulatory authorities do not want e-cigarettes to attract young people to smoke their first cigarettes through "non-tobacco taste", then the monopoly rules for the wholesale and retail of e-cigarettes are landed, which may completely change the existing sales model of e-cigarettes.
At present, it has been made clear that the sale of e-cigarettes also requires a tobacco monopoly certificate, but for the location of the sales point, the local tobacco monopoly bureau has strict regulations. In many cities, traditional tobacco stores have become saturated, and it is quite difficult for the original e-cigarette stores to obtain permits.
The more likely phenomenon is that e-cigarettes enter the traditional tobacco monopoly system, which is a channel with tens of millions of ready-made stores, which may not be a better choice for e-cigarette companies that have the strength to obtain tobacco production licenses, but for weaker e-cigarette companies, obtaining licenses and enhancing brand awareness are two difficult thresholds to cross.
Bold prediction, by the end of 2022, can enter the domestic tobacco monopoly sales system of e-cigarette production enterprises may only be double digits, and the related e-cigarette industry chain enterprises, will also disappear in large numbers, the only remaining way out, may be the only way out.
According to the data released by Ai Media, as of 2021, Chinese enterprise manufacturing accounts for more than 95% of the global electronic atomization capacity, which is sold to more than 200 countries and regions. Globally, there are not many countries that have clearly formulated e-cigarette standards, and there is still a relatively large market space for overseas tobacco companies.
But it's not a matter of peace of mind. In the past two years, many countries and regions have passed the relevant regulatory regulations on e-cigarettes, and the regulatory direction is not the same, even overseas, it is no longer a "barbaric land" and can be reclaimed at will.
In a word, the era of lying down to make money has passed, and if you want to live, you must first plate the bottom of the family and weigh the weight to see if you can escape the "tiger's mouth".
Eyeing
The "red line" of data security has arrived
It means to stare at its prey like a tiger, waiting for an opportunity to grab it, describing the follower not relaxing and unrelentingly focusing on what is being watched.
In 2021, major events in the field of data security continue to occur, and laws such as the Data Security Law and the Personal Information Protection Law have been promulgated. It is not difficult to see that data security has risen to a major issue related to national security and social and economic development, and in 2022, data security is still a red line, which is unchangeable.
Living in the era of mobile Internet, we have always been wrapped in the risk of privacy leakage, which is too much to prevent and worrying. Fortunately, there is now a pair of "tiger-eyed" eyes.
In 2021, the regulatory authorities will continue to increase the intensity of app review, and the number of apps that have been notified of removal is as high as hundreds, and "removal" has become the annual hot word for data security.
For app operators, data can bring them direct traffic and revenue, but the hidden danger is that once the data is not well protected, it may bring harm not only to individuals, but also to society and even to the country. This is not alarmist, there have been 50 million residents' information leaks in Turkey before: a hacker attacked Turkey's database of national identity information and leaked the information to the public internet, posing a serious threat to Turkey's national security.
At the just-concluded Shanghai Two Sessions, "data security" appeared frequently in the proposals of the committee deputies. Tan Jianfeng, a member of the National Committee of the Chinese People's Political Consultative Conference in Shanghai who "refused to use face recognition", proposed at the Shanghai Two Sessions that "data security is the 'foundation' for Shanghai to build a digital city". In his view, there are still many deficiencies in Shanghai's network information security industry, including insufficient support for security core technologies, "heavy hard and light soft" in the distribution of security inputs, and key technologies are still "subject to people". Zhao Baiji, a member of the Shanghai Municipal Committee of the Chinese People's Political Consultative Conference and chairman of PwC Asia Pacific and China, also proposed to formulate data security audits, assessment scopes and standards for "data security", "although the Cybersecurity Law, the Data Security Law and the Personal Information Protection Law have formed a troika of governance in mainland cyberspace and jointly built a strong legal system." However, the qualifications and access requirements of third-party security audit and assessment institutions are not clear; the scope and standards of security audits and assessments are not clear; and the content, use methods and timeliness requirements of security audits and assessment reports are not clear. Zhao Baiji said that although data can promote the development of the digital economy, the lack of security will reversely restrict the development of the digital economy.
Urban digitalization allows data to characterize and describe the activities, behaviors, and economic flows of the physical world. The common view of the two CPPCC members is that data security is the barrier and foundation that supports the development of a digital city.
It can also be said that data security is the soul of the digital city, but it is not easy to build this "soul", and it will face many challenges, such as the need to solve problems such as data confirmation, data security and privacy protection.
Data security, perhaps this is a security principle that has not been recognized by enterprises before, is now becoming a "red line", and the explicitness of law enforcement will only make this red line more and more stringent, which is indispensable in the era of digital economy.
Full of vigor and vitality
New energy vehicles continue to "open and hang"
A living dragon and an energetic tiger. Describe lively and vigorous.
The rapid growth of new energy vehicles in China in 2021 has changed the trajectory of the decline in mainland automobile production and sales for three consecutive years. In 2022, domestic new energy vehicles will still maintain rapid growth, and the competitive situation of survival of the fittest will be highlighted.
The rapid growth of new energy vehicles is the biggest highlight of China's automotive industry in 2021, according to the data of the China Association of Automobile Manufacturers, a total of 3.521 million new energy vehicles were sold in China in 2021, an increase of 1.6 times year-on-year, thus promoting the end of automobile production and sales for three consecutive years. Among them, the domestic sales of Chinese brands accounted for 76%, and the innovation ability was significantly improved.
For 2022, industry insiders are generally optimistic that new energy vehicles will still run wild. According to the expectations of the National Passenger Vehicle Market Information Joint Committee, the sales volume of new energy passenger vehicles will reach 5.5 million in 2022, and the market penetration rate will rise to about 25%, while the sales volume of domestic new energy vehicles is expected to increase to 6 million units, and the market penetration rate of new energy vehicles will reach about 22%.
It is undeniable that the popularization and promotion of new energy vehicles is closely related to policy factors such as car purchase subsidies and exemption from purchase tax, which was launched and implemented in 2014, and then extended twice in 2017 and 2020, and the current policy will continue until the end of 2022.
Vigorously promoting the development of new energy vehicles is also an important part of the mainland's implementation of carbon neutrality goals. At the beginning of 2022, Xiao Yaqing, convener of the inter-ministerial joint conference on the development of energy-saving and new energy automobile industry and minister of industry and information technology, said that 2022 is a key year for new energy vehicles in the mainland to take advantage of the momentum and accelerate development, and it is necessary to implement the carbon peak carbon neutrality goal, compile a roadmap for the green development of the automobile industry, study and clarify support policies such as the continuation of new energy vehicle purchase tax preferences as soon as possible, improve the point management requirements, and stabilize market expectations.
However, in the current market, the price of some hot new energy models on sale has risen by about 10%. Industry insiders believe that the increase in product prices by new energy vehicle companies is not only related to the decline in subsidies this year, but also related to the pressure brought about by the upstream raw materials of batteries, battery price increases and tight chip supply.
At the policy level, the important change between 2022 and previous years is that there is no upper limit on the size of subsidies. This means that the subsidy for a single new energy vehicle in 2022 will be reduced, but the total amount of subsidies will be expanded. It is worth noting that in the policy implemented this year, enterprises with annual sales of less than 10,000 vehicles cannot get subsidies, which is to eliminate small-scale marginal enterprises.
In 2022, when the impact of the policy on the market trend gradually weakens, the new energy vehicle companies that have grown up by the policy dividend have reached the time of "weaning". In addition to short-term price increases and price insurance measures, technological innovation is the strongest driving force for the sustainable development of enterprises. New energy vehicles will have obvious survival of the fittest this year, and the concentration of the industry will be further improved.
Author/IT Times reporter Qian Lifu Fan Xinru Hao Junhui Pan Shaoying Lin Fei
Editor/Qian Lifu Kicked Sister
Typography/Ji Jiaying
Photo/ Art Helper Studio China Telecom 1confirmation State Tobacco Monopoly Administration Ministry of Industry and Information Technology China Association of Automobile Manufacturers Oriental IC Network
Source/IT Times public account vittimes