Tencent and Unicom mixed reform. What information is worth paying attention to?

First of all, cooperation has little impact on Unicom and Tencent, but it may involve the rules of rebuilding cooperation. The amount of this cooperation has not been announced, but judging from this cooperation, there may be more similar cases of joint ventures between state-owned enterprises and private enterprises in the future. If there are enough such cases, it will have many influences on the future development of China's digital economy and inject new vitality into the market economy. The capital market is changing, communication concept stocks are changing, and Unicom A shares are trading daily.

Secondly, the cooperation between China Unicom and Tencent has attracted great attention from the market. The newly established joint venture between China Unicom Venture Capital and Tencent Investment is mainly engaged in content distribution network (CDN) and edge computing business. After the transaction is completed, Unicom Venture Capital, Tencent Venture Capital and related employee stock ownership platforms will hold 48%, 42% and 10% of the equity of the joint venture company respectively, and Unicom Venture Capital and Tencent Venture Capital will jointly control the joint venture company.

Furthermore, compared with the heated discussion in the capital market, people in the communication industry have not invested too much enthusiasm in the cooperation between China Unicom and Tencent. According to Fu Liang, a telecom analyst, China Unicom and Tencent started to form a joint venture company five years ago, which is also part of the routine actions of China Unicom in recent years. The two sides will rely on their rich resources and capabilities in the fields of communication, cloud computing and network security, strengthen alliances, open resources to each other in the fields of cloud computing and network services, promote deep integration and innovation, and build a brand-new? Cloud, tube and end? Internet industry ecological platform.

You should know that the original intention or main goal of the reform is to optimize the corporate governance structure. Let private enterprises have a real voice in the board of directors of state-owned enterprises and participate in the management and operation of state-owned enterprises. However, Unicom's mixed reform plan is not like this at all. Private enterprises, even giants with huge funds, still have no real right to operate in state-owned enterprises. Private enterprises are the facade of state-owned enterprises. Although private enterprises have no right to speak in state-owned enterprises, they can improve their political status and have a stable position to some extent.