Youku potatoes into the country Guangdong alliance alliance licensee

"When all online video companies have found a licensee and platform party that can endorse books, how to help the licensees and the companies on the platform side to operate the appropriate platforms and content is the primary problem facing these online video companies." In the face of radio and television reorganization storms, Youku Tudou “sold up” - through a 50 million yuan investment, Youku Tudou "curve" to find the licensee "backing" the country of Guangdong.

In the first half of 2014 disclosed by Huawen Media, Youku Tudou Group (YOKU) added 50 million yuan to Guangdong, the holding company of Huawen Media, and held 16.6667% of its shares. The two parties will jointly launch Internet TV in the future. Related Business.

From the previous Tencent and future TV strategic cooperation, iQIYI established a joint venture company with the Central People's Broadcasting Station and Jiangsu TV to establish an Internet TV joint venture company Galaxy Internet TV Co., Ltd., and then LeTV took shares in Chongqing Radio and TV and Yutu and Guangdong in the near future. The cooperation, video sites have "station" license plate.

“As SARFT continues to introduce stringent regulatory measures for the industry, similar cooperation will continue and become an industry trend.” Wu Chunyong, an expert in triple-play research, analyzed the “First Financial Daily” reporter.

He also predicted that “when all online video companies have found a licensee and platform party that can endorse books, how to help the licensees and the companies on the platform side to operate the appropriate platforms and content become the face of these online video companies. The first problem."

Alliance under storm

In the past two months, SARFT has issued a series of stringent regulatory measures for Internet TV services such as boxes, and has become an “accelerator” for cooperation between video websites and licensees.

This also made it easy for Wei Wei, Chairman of the Board of Directors of Culture Communication, to express his feelings: “Originally, the industry generally believed that cooperation with state-owned OTT licensees would be more troublesome. With the strengthening of SARFT’s rectification efforts, it now appears that cooperation with the licensees is rather The safest and most efficient way."

According to public information, the actual controller of Huawen Media is China Radio International. The core business of Guangdong is responsible for the construction and operation of CIBN's Internet TV integration broadcast control platform. CIBN is run by China Radio International. China Radio International, one of the three major stations, owns an Internet TV license.

“This is a win-win result for both EuTong and Guangdong. The video site can rely on the license plate licensee's advantage to enter the long-awaited TV screen and complete its own multi-screen system layout. The licensee can rely on the video site's video. Resource advantage to gain greater benefits.” Analyst Xu Yanru, an analyst at Analysys Think Tank, told the reporter of the “First Financial Daily”.

Earlier, You Yong Tuo Group CEO Gu Yongsheng told the "First Financial Daily" reporter revealed that Internet TV and box inside Youku Tudou has been designated as a big screen strategy, "The goal is to achieve maximum coverage." Specifically, Youku's approach is To provide software, content, and services for traditional TV makers and joint ventures, and not to share the benefits of hardware. "We expect to see Youku's picture in 60% of domestic smart TVs by 2014."

Under this trend, Gu Yongsheng stated that Youku Tudou has become more than a video website, but has become a "web platform for video applications."

However, due to a series of rectification measures by the SARFT, many Internet companies such as Ali, Youku, Sohu, and LeTV hoped to frustrate the strategy of deploying the living room market through Internet set-top boxes. In particular, LeTV not only suffered a drop in the stock price, but also announced to stop selling the box afterwards.

Prior to Youku Tudou, LeTV.com announced that it would strategically share Chongqing Chongqing Radio and Television's Chongqing Cable, and LeTV and Chongqing Cable will co-fund the establishment of a new subsidiary, and the Chongqing Radio and TV line will apply for an Internet TV license.

“In terms of the big picture, video websites need to obtain more benefits and cooperate with the licensees. In terms of Youku potatoes, TV screens are an integral part of the multi-screen system.” Bao Yu said, “From In terms of the mode of operation of the broadcasting and TV organizations, Youku potatoes are not likely to acquire or hold licensees, and they can only cooperate at the business level and a small part of the capital level."

Bao Zheng also stated that although OTT is considered to be the future direction of development, due to the fact that the current Internet TV business has a small proportion of the business of each video site, it is now stepping up cooperation with the licensees to carry out advance layout and will target video sites. OTT business development will play a catalytic role in the future.

Differentiation of video networks

For the layout of the living room market, video websites are diverging into different paths.

In contrast to LeVerTV, Youku Tudou and Iqiyi, which all have alliances with licensees, Sohu CEO Zhang Chaoyang told this reporter this week, “We have no production hardware and no production box. Sohu Video mainly cooperates with parties through content, and the living room The traffic is very small compared to the traffic on the mobile PC, and it will not have much impact on Sohu."

He also stated that the layout of the business will be conducted under the premise of industrial policy.

It is undeniable that under the circumstance that "the strict management of radio and television" and the trend of the Internet are irreversible, the integration of the two forces of the Internet and radio and television has become a new trend. The industry generally expects that this round of rectification storms will bring changes to the interests of licensees, content operators, local cable TV companies, and TV manufacturers in the smart TV industry chain.

In Wu Chung-yong's view, with the continuous introduction of stringent regulatory measures by the SARFT, such cooperation will continue and will become an industry trend. ”

“One of the main reasons why such a new industry trend has emerged is that these online videos have been razor-sharp and invincible in the multi-screen and cross-network processes of the past few years. But perhaps it is such a pride. The mentality, when they crossed over to the TV screen, encountered an unprecedented and difficult level that they could not imagine.” Wu Chunyong analyzed the reporter.

Previously, these online video companies have also been circumventing in various ways. However, in June and July this year, strict management policies have become their first choice through marriages with licensees and platform companies. "After all, this endorsement will make these online videos less detours."