Tencent and Alibaba media stir beyond the market value of China Mobile, has become the first in Asia, this really can be compared, the market value of the two companies can be compared but did not reflect the entire industry reality, as many analysts think how important.
development and growth can not be static, linear thinking undesirable
there are people who believe that, according to the speed of development, Tencent is likely in the near future in revenue and profits are also beyond China Mobile. According to the general logic, this situation can not be predicted.
actually, Tencent growth has also begun to slow, although it is still as high as 30%, but the economy is growing, the growth rate will slow down, such as the Tencent’s income is really some day in the future reach the level of China Mobile, the Tencent may, growth is only a few percentage points, or even negative.
We also see
, China Mobile is also the golden period, from its inception in 1999, the growth rate is two digits long, even the number of users is growing faster than the Tencent, enterprise growth is always the ceiling, Chinese so much, then growth is virtual, the Tencent is no exception.
degree of supervision and public environmental differences cannot be mention in the same breath
Revenue and profit of China Mobile
is regulated by the national policy, the speed drop fee and so on will influence, for universal service operators to achieve low cost operation, can provide the most valuable service, so, compared to Internet Co, operators must slow growth.
China’s private Internet companies have in fact super national treatment, in addition to very sensitive areas of the individual, almost free to innovate without interference. Then, without any restrictions that limit the market Tencent, Tencent basically dominated the market for instant messaging, can use the position of the development of new business, Tencent investors huge user group market share and the relaxed atmosphere of monopoly based on the natural will have very high expectations for its future development.
mobile is the opposite, the Ministry restrictions and control measures set firmly in the mobile body, the technology can not make full use of advantages, can not fully play, can not have the potential growth, market share growth is that investors directly see the ceiling, and then will be released high asymmetric control measures more strictly, until your market share drop back.
in addition, the Internet industry mergers and acquisitions without any censorship, even can be interviewed nor the degree of implementation, and strictly limit the telecommunications industry mergers and acquisitions, mobile, Unicom, telecom three game player cannot even decide whether mergers and acquisitions, optimizing the operating efficiency of the company, and can not be fully in accordance with market rules.
prepared, the enterprise growth peak often contains the biggest crisis
China Mobile fastest growing best time, but also its biggest crisis of time, many times the transition