There are some rumors on the Internet recently, saying that Internet giants are about to start "nationalization"?
and these people also gave some evidence: For example, today the State Anti-Monopoly Bureau approved China Unicom and Tencent to establish a new mixed-ownership reform company; on November 1, JD and Mobile signed the strategic cooperation agreement ; Alibaba and Telecom also signed a strategic cooperation agreement.
Rule in the market: Tencent will be "acquired"? Is it true or false?
So many people think that this is a combination of state-owned enterprises and private enterprises, which is to nationalize private enterprises, but this is not the case.
The "road of mixed reform" between Internet giants and state-owned enterprises.
The "joint" between Internet giants and state-owned enterprises is actually a reform, and we also call it "mixed reform".
What is mixed reform? In fact, this involves the ownership structure of China's economy. Before reform and opening up , most of China's economic system was public-owned economy and planned economy, with basically no market and no private enterprises.
Before the reform and opening up, bankrupt state-owned enterprises
After the reform and opening up, public-owned enterprises began to introduce external funds for reform, with the aim of getting rid of the rigid system of public ownership, improving enterprise efficiency, and creating better returns for the country.
So what are the names of these companies that introduce external funds? is uniformly counted as " non-public economy ".
This process is also called mixed ownership reform. The typical incident at that time was the mixed reform of Lenovo and Vanke .
Two companies have successively changed from public-owned enterprises to mixed-ownership enterprises . Liu Chuanzhi and Wang Shi led the two companies to go public one after another, and their money was booming, becoming two industry giants.
Lenovo Group's share reform
Back to the topic, China Unicom is a state-owned enterprise and a giant in communications, but the effect of the enterprise is not very good. We know that mobile phone communications services are relatively strong, and telecom broadband is an advantage. However, since China Unicom became popular in the 3G era, there has been no improvement in the 4G and 5G eras, and it is considered a backward student among the three operators.
The country was also very anxious when it saw it. It gave a lot of favorable policies, but in the end there was nothing we could do. So it decided to carry out mixed reforms for China Unicom and introduce private capital. Who is
introduced? That is a lot of Internet giants , such as JD.com, Alibaba, Tencent, etc. These companies hold shares of Unicom and also have seats on the board of directors. Are the mixed reforms between China Unicom and Tencent going backwards? So, is Tencent + China Unicom mixed reform, which many people are concerned about, turning back? In fact, it is exactly the opposite. It is state-owned enterprises that are accepting Tencent’s funds. And it didn't start now, it's already there. According to data, in August 2017, Unicom had already started "mixed reform". at that time, China Unicom issued 78 billion yuan of funds, introducing China Life , JD.com, Alibaba , Tencent and other major manufacturers, of which Tencent subscribed 11 billion yuan of stocks, accounting for 5.33%.
2017 China Unicom mixed reform plan
So, Tencent has long taken the stock of China Unicom and has a certain voice, which has not just started today.
The cooperation between Tencent and China Unicom is just the beginning of mixed-ownership reform of state-owned enterprises. A large number of companies we know and do not know have also embarked on the path of mixed-ownership reform of ownership.
So you see, This is actually not a mutually beneficial cooperation between state-owned enterprises and state-owned enterprises to "eliminate" private enterprises.
After all, Tencent also took shares of China Unicom, and the income is calculated in Tencent’s account book. This can also be regarded as the "Democratic Progress and the National Retreat" in economic reform.
"joint venture" between technology giants and veteran state-owned enterprises
If the last round of China Unicom mixed reform introduced Tencent as an investor, then the National Anti-Monopoly Bureau passed this time is actually a newly established company between Tencent and Lenovo. The relevant information is as follows:
Unicom and Tencent jointly establish a new enterprise
This company's holdings in are also very interesting. Unicom accounts for 48%, Tencent accounts for 42%. The remaining 10 are employee shareholdings and are jointly controlled by them. They are mainly engaged in the edge computing industry.
This is actually a very typical cooperation between state-owned enterprises and private enterprises. However, both enterprises are familiar with each other, but in essence, it is not a new thing
So, why did the result of "the news came out, Unicom hit the daily limit " this time? It is mainly because of the rumors that the country wants to "private" Tencent. There are even rumors that CITIC is communicating with Tencent's major shareholder South African newspaper group Naspers, expressing that it wants to buy all the Tencent shares in its hands.
So as soon as the news of Tencent and China Unicom came out this time, many conspiracy theories believed that this is China Unicom's acquisition of Tencent.
In fact, in terms of the size of the two, Tencent is much larger than Unicom. equity in South Africa is not something that can be eaten by CITIC Group . If you don’t find more than a dozen state-owned enterprises, you can’t afford that much money at all.
So think about it with your knees, and you all know that this is a conspiracy theory and an unfair fact.
In fact, as the infrastructure of China's Internet, Tencent itself has cooperated with many state-owned enterprises. The subsidiary established this time is just one of them. There is no need to interpret too much, nor do you need to think that Tencent wants to "private" the country. It is not what we understand, the so-called "public-private partnership" in the 1950s and 1960s.
It's okay, don't talk about "acquisition"
Now many self-media outside are rumoring that China Unicom "acquisition" Tencent. The atmosphere they want to exaggerate is that large companies like Tencent will eventually be nationalized, and they are already in progress. It seems that it is just . Jack Ma said he would donate Alibaba to the country.
The reasons they gave are also very simple. says that communication software such as WeChat QQ bears too many state secrets. If something goes wrong and information leakage occurs, the consequences will be unimaginable. Although the truth of
sounds reasonable, there are all walks of life that involve national security. Do all enterprises have to be nationalized due to "security issues"? This is obviously unrealistic.
, and even if it becomes a state-owned enterprise , the information security problem does not mean that you can solve it by restructuring it. It must be done with American hackers with real skills.
American hackers attacked Chinese companies and universities, stealing confidential information
In addition, the recent senior meeting has clearly stated that it has adhered to the market and insisted on reform and opening up unswervingly. There is no sign of reversing at present. For example, the recent incident of the very popular supply and marketing cooperative, I have also interpreted . It is a basic project for the three rural issues in China, not reversing. It will not overturn the existing supermarkets, convenience stores, and monopolize the retail market.
Finally, I want to say that China’s current brilliant achievements are brought about by reform and opening up. is a private economic stimulus and is brought about by the allocation of resources according to the market. I haven’t seen that China Unicom, which was rigid in the past, had to carry out mixed reforms and introduce major Internet manufacturers? Beware of the "conspiracy theory" that drives backwards with
!
So it won’t work to return to the old path, and we will not follow this path, engage in conspiracy theories, saying that China wants to return to the planned economy and collective economy is either stupid or bad. We must be vigilant about this statement!
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