Online of quietly WeChat, has not caused the too big stir. 微信的悄然上线,没有造成太大的轰动。 Except that Teng fast several related enterprises are paying attention, other person of attention are not high. 除了滕迅几家有关的企业在关注,其他人关注度不高。 At this time, the average person cared actually reduction of current capacity expense. 这时候,普通人更关心的其实还是流量费用的降低。 On April 1, not only moved, the link and telecommunication also adopted fell the fee/spent measure. 4月1号,不仅仅是移动,联通和电信同样采取了降费措施。 Two also but, made such choice. 两家也是无奈之下,做出了这样的抉择。 Actually the promotion of 3 G, actually to limit motion one-party rule from the beginning, can look at this point from promulgation of 3 G license. 其实3G的推广,一开始其实是为了限制移动一家独大的,从3G牌照的颁发就能看出来这一点。 The government, actually hopes three can reduce the power gap. 政府,其实更希望三家能缩小实力差距。 Therefore before issued the license time, gave the link WCDMA license, gave the telecommunication CDMA2000 license. 所以之前颁发牌照的时候,给了联通WCDMA牌照,给了电信CDMA2000牌照。 These two systems, have internationally taken the success, has the mature operation style and standard. 这两种体系,在国际上已经取到了成功,有成熟的运营模式和规范。 The only movement, attained the TD-SCDMA license of Huaxia intellectual property rights. 唯独移动,拿到了华夏自主知识产权的TD-SCDMA牌照。 This also means, the movement must start from the beginning, the independence operates this new pattern, without frame of reference. 这也就意味着,移动要从头开始,独立运营这种新模式,没有参照物。 From the beginning, actually the link and telecommunication occupied the situation, the 3 G intelligence machine just presented time, including the OPPO first model of intelligence machine, uses two specifications to do. 一开始,其实联通和电信都占据了先机的,3G智能机刚出现的时候,包括OPPO第一款智能机,都是采用两家的规格来做的。 But when TD machine emergence that moves, OPPO even decided that has custom-made 30 million TD machines for the opposite party, and movement and distant place achieve the cooperation, takes the lead to reduce the current capacity expense time, this pattern had the change. 可当移动的TD机出现,OPPO甚至决定为对方定制3000万部TD机,以及移动和远方达成合作,率先降低流量费用的时候,这种格局就出现了变化。 The three parties previous time release conference ended, TD intelligence machine suddenly big group of in world on market. 三方上次的发布会结束,市面上的TD智能机忽然大行于世。 Originally, the user of movement are more than them. 原本,移动的用户就比他们多。 Many people are actually not willing to trade the number, but before , because has not supported the intelligence machine of mobile specification, these users can only draw back to choose next, chose supported other two 3 G cell phones. 很多人其实都不是太愿意换号,可之前因为没有支持移动规格的智能机,这些用户只能退而选其次,选择了支持其他两家的3G手机。 Now since had the TD machine, the movement also reduced the current capacity expense on own initiative, with being used to the user of oneself mobile number, naturally can choose to return. 现在既然有了TD机,移动也主动降低了流量费用,用习惯了自己移动号码的用户,自然会选择回归。 On April 1, three promoted the new current capacity meal and charging criterion. 4月1号,三家都推出了新的流量套餐和收费标准。 Takes 5 Yuan meal for instance, before regional standards varied. 以五元套餐为例,之前各地标准不一。 However many places, are the meals of 5 Yuan 10 M current capacity, surpasses the current capacity outside meal, the fees in 0.01-0.03 Yuan /K, convert, is surpasses outside the meal the 1 M current capacity, the expense reaches as high as 10 Yuan to about 30 Yuan. 不过很多地方,都是五元10M流量的套餐,超出套餐外的流量,资费在0.01-0.03元/K之间,换算过来,也就是超出套餐外1M流量,费用就高达十元到30元左右。 But now, three reduced the expense, increased in the meal the current capacity. 而现在,三家都降低了费用,增加了套餐内流量。 Taking north of the Changjiang River for instance, on April 1, moved 5 Yuan meal current capacity to achieve 30 M, surpassed the current capacity expense outside meal, reduced 1 Yuan /M. 以江北为例,4月1号,移动五元套餐流量达到了30M,超出套餐外的流量费用,也降低到了一元/M。 But the current capacity meal of each scale, the user can only order one time. 而原本每个档次的流量套餐,用户只能订购一次。 This time, the movement actually promoted the current capacity to add the oil pocket business, the meal of same scale can order 3 times. 这次,移动却是推出了流量加油包业务,同档次的套餐可以订购三次。 But recharges in distant PP and ten thousand cartoons, but can also enjoy about the 10% discount preferential effort. 而在远方PP和万卡通上充值,还能享受9折左右的优惠力度。 Then one, the user uses the 3 G network the enthusiasm to increase. 这下一来,用户使用3G网络的热情大增。 Only was April 1 one day, reaches as high as over 5 million people in the user who in PP and ten thousand cartoons ordered the current capacity business! 光是4月1号一天,在PP和万卡通上订购流量业务的用户就高达500万人以上！ But use message and user of motion recharging system, according to statistics of movement, there are about 6 million people. 而使用短信和移动本身充值体系的用户,按照移动的统计,也有600万人次左右。 Even if orders the minimum scale the current capacity meal, 1 st a day later, the current capacity recharging expense reaches as high as over 50 million, in fact this income will be only more! 哪怕都是订购最低档次的流量套餐,一号一天下来,流量充值费用就高达5000万以上,实际上这个收入只会更多！ At this time, many users have not actually ordered the meal the custom. 这时候,很多用户其实没有订购套餐的习惯。 Moreover the 2 G user, has actually had the custom of internet before, in addition these users, only this day later, the movement is only the current capacity income over 100 million! 而且2G用户,其实之前也一直有上网的习惯,加上这些用户,单是这一天下来,移动光是流量收入就超过1亿！ 1 st, generally is the peak of income, but the 3 G user are not many at present, following will be only more, in addition many users with being used to the 3 G network, the current capacity is definitely insufficient. 一号,一般都是收入的巅峰期,可目前3G用户还不多,后续只会更多,加上很多用户用习惯了3G网络,流量肯定不够用。 In the middle of the month will erupt the order meal absolutely again the high tide! 月中绝对会再次爆发订购套餐的高潮！ According to the professional analysis in motion, if in April is smooth, light/only will be the current capacity income possibly over 2 billion and even more. 按照移动方面的专业人士分析,4月份要是顺利的话,光是流量收入可能就会超过20亿甚至更多。 In the second half of the year, this data may appear turns time of growth, this possibility is very big. 下半年,这个数据可能会出现翻倍的增长,这种可能性很大。 If really can all smooth, the whole year later, the current capacity income surpasses 40 billion almost not to have the too big difficulty. 如果真能一切顺利,全年下来,流量收入超过400亿几乎没太大的难度。 ...... …… Plain. 平川。 Distant building. 远方大厦。 April 2. 4月2号。 Li Dong is talking over the telephone with king Jianzhou of movement. 李东正在和移动的王建周通话。 Telephone that side king Jianzhou is happy, said with a laugh: „ Li is insightful, in the karma of previous existence said that Li vision is sinister, I also entertain suspicions. 电话那边的王建周心情不错,笑呵呵道:“还是李总有眼光,之前业内说李总眼光毒辣,我还抱有怀疑。 Now looks like, I took advantage of own seniority actually. 现在看来,倒是我倚老卖老了。 The previous distant place and movement sign 36 billion to betting the agreement, many people felt, Li could compensate a literary talent line at the end of the year. 上次远方和移动签订360亿的对赌协议,不少人都觉得,李总年底可能要赔上一笔才行。 Now the fact showed, we were old. ” 如今事实证明,我们都老了。” 08 years, the motion current capacity income 12 billion, 09 years of Li Dong and they signed 36 billion to betting agreement, the increase reaches as high as 300, here the movement indeed some do not believe. 08年,移动流量收入120亿,09年李东和他们签订了360亿的对赌协议,涨幅高达300,移动这边的确有些不太相信。 According to their estimates, can over 25 billion exceed the anticipation this year even. 按照他们的估算,今年能超过250亿就算超过预期了。 Finally the present all indicated, at the end of the year 36 billion duties, are not the expectations. 结果现在的一切都表明,年底360亿的任务,并不是奢望。 king Jianzhou hits the goal of this telephone, does not praise Li Dong, chatted several, king Jianzhou said with a laugh: „Li, settles accounts this about the recharging expense......” 王建周打这个电话的目的,可不是赞扬李东,聊了几句,王建周就笑呵呵道:“李总,关于充值费用结算这一块……” According to the agreement of former both sides, through the user who ten thousand cartoons recharged, this sum of money was the temporary disagreement/not with movement settles accounts. 按照之前双方的协议,通过万卡通充值的用户,这笔钱是暂时不和移动结算的。 But because ten thousand cartoons have preferential, will be only getting bigger and bigger in the user proportion that ten thousand cartoons recharge, surpassing half that is the matter of fait accompli. 而万卡通因为有优惠,在万卡通充值的用户比例只会越来越大,超过一半那是铁板钉钉的事。 Moreover is not only the current capacity recharges, ten thousand cartoons actually have the phone bill to recharge. 而且不仅仅是流量充值,万卡通其实也有话费充值。 When the user was used to it the recharging current capacity in ten thousand cartoons , to continue the recharging phone bill, became the logical matter. 当用户习惯了在万卡通上充值流量,继续充值话费,也就成了顺理成章的事。 Only is this business origin, ten thousand cartoons can pile up the fund to surpass 2 billion every month, later will be only more, 3 billion are even more does not speak irresponsibly. 光是这项业务来源,万卡通每个月就能积压资金超过20亿,以后只会更多,30亿甚至更多也不是乱说。 Before Li Donghe moved signing to betting the agreement time, regards the condition to integrate the contract the issue that the fund settled accounts. 之前李东和移动签订对赌协议的时候,将资金结算的问题也当成条件纳入了合约。 Moves here, agreed the quarter settlement with the distant place. 移动这边,和远方约定好了季度结算。 Three months of fund backlogs, may break through 10 billion very much and even more, so long as the both sides contract continues, the distant place was like the cooperation of supplier with before, has been able to utilize this over 10 billion funds. 三个月的资金积压,很有可能会突破100亿甚至更多,只要双方合约继续下去,远方就和之前和供应商的合作一样,一直可以动用这百亿以上的资金。 But they used, the movement owed. 可他们用了,移动就亏了。 They have the cooperation with Alipay, the condition that but no quarter settles accounts, Alipay does not participate in the business in this aspect, but is provided the service by some channel business. 他们和支付宝也有合作,可没有什么季度结算的条件,支付宝本身也不参与这方面的业务,而是由一些渠道商提供服务。 Between Alipay and channel business, are the normal settlement cycles, generally is about a week. 支付宝和渠道商之间,都是正常的结算周期,一般都是一周左右。 But between channel business and movement, is the normal settlement cycle, is about a week. 而渠道商和移动之间,也是正常的结算周期,也是一周左右。 Only before did not have the consideration is too many, in addition the distant place indeed made very big concession, pledged including 36 billion revealing, here the movement gave the condition that the quarter settled accounts. 唯独之前没考虑太多,加上远方这边的确做出了很大的让步,包括360亿的兜底承诺,移动这边才给出了季度结算的条件。 Now was good, sees the 1 st achievement, moved here some anxiety. 现在好了,看到一号的成果,移动这边有些肉疼了。 About 10 billion funds pile up the distant place, the light is the interest, is not the small number. 100亿左右的资金积压在远方这边,光是利息,都不是小数字。 Let alone, to their these enterprise, were many 10 billion floating capital, is not the interest is so simple. 何况,对他们这些企业来说,多了100亿的流动资金,也不是利息那么简单。 king Jianzhou just raised this thread of conversation, Li Dong inserts funny dialog said laughingly: „ Moves the earning to surpass 400 billion every year, this change, king also haggles over these. 王建周刚提起这话茬,李东就插科打诨笑哈哈道:“移动营收每年超过4000亿,这点小钱,王总还计较这些。 Let alone, didn't we sign the agreement? 何况,我们不是签订了协议吗？ 36 billion revealing pledged, king asks, except for my Li Dong, who dares to offer such commitment? 360亿的兜底承诺,王总去问问,除了我李东,谁敢给出这样的承诺？ The link and telecommunication, asked me to discuss this matter for serveral days daily, let alone the quarter settles accounts, the year ties them to want! 联通和电信,这些天天天找我谈这事,别说季度结算,年结他们都愿意！ king, does business, cannot an advantage person all occupy, did you say? 王总,做生意嘛,总不能好处一个人全占了,您说是吧？ The movement eats the meat, I follow to eat a soup, doesn't this always have the issue? 移动吃肉,我跟着喝口汤,这总没问题吧？ Finally you did not drink to me the soup, said that the sentence is not of pleasant to hear, this way, who is also willing to cooperate with you? 结果您连汤都不给我喝了,说句不好听的,这样下去,谁还愿意和你们合作？ Later, the opportunity that we cooperate were many. 后期,我们合作的机会多了。 Moreover some applications of distant place get online, that increases the income to you, we spend to promote the business, finally everyone uses is also not the current capacity, isn't this money? 而且远方的一些应用上线,那都是给你们增加收入的,我们花钱推广业务,最后大家用的还不是流量,这不都是钱？ I have not mentioned the matter that is divided into this above, that is my Li Dong does not care about these matters. 我没在这上面提分成的事,那是我李东不在乎这些事。 You said Teng fast, took your channel, makes their value-added services, gave you money? 您就说滕迅,占用了你们的渠道,做他们自己的增值业务,给你们钱了吗？ My Li Dong good and evil also records sharing joys, Teng Xunke does not have. 我李东好歹还记着有福同享,滕迅可没有。 king, or this, you find an opportunity, interrupts Teng fast and Ali's all software current capacity entrances, when the time comes I with your monthly settlement...... ” 王总,要不这样,你们找个机会,中断滕迅和阿里所有的软件流量入口,到时候我就跟你们月结……” He finishes barely the words, king Jianzhou does to say with a smile: „ Contract spirit we have, I spoke thoughtlessly a saying, Li do not care. 他话音未落,王建周就干笑道:“契约精神我们还是有的,我就是那么随口一说,李总别在意。 I did not disturb Li, then chatted again. ” 那我就不打扰李总了,回头有空再聊。” Throws down this saying, king Jianzhou quickly hung up the telephone. 丢下这话,王建周急忙挂断了电话。 Li Dong this fellow, really dares to say! 李东这家伙,真敢说啊！ They really must do, can be sued dead. 他们真要这么干,能被人投诉到死。 Partnership pit Teng fast they, horse Huateng and horse sunlight these people, really can project on the entire world the lawsuit. 合起伙来坑滕迅他们,马华腾和马昀这些人,真能把官司打到全世界。 This matter Li Dong works unceasingly on the line, the movement does not mix. 这种事李东干干就行,移动就不掺和了。 Although was seized part of businesses by Teng fast these enterprises, but so many years passed by, the influence is not too big, for this matter becomes existence that is chased by all, king Jianzhou does not do the stupid thing. 虽然被滕迅这些企业抢占了一部分业务,可这么多年过去了,影响也不算太大,为了这事成为人人喊打的存在,王建周可不干傻事。 ...... …… Was hung up the telephone by old king, Li Dongtu mortise: „ I was discovered, old king were shrewd and crafty existence. 被老王挂断了电话,李东吐槽道:“我算是发现了,老王都是老奸巨猾的存在。 Forms a partnership to do one time with me, is crisp. 跟我合伙干一次,多爽。 When our WeChat phonetic system gets online, can gain many current capacity fees to them...... ” 等我们微信语音系统上线,能给他们赚多少流量费……” Office several people of hollow laugh have not spoken, gained the current capacity fee/spent right, but the WeChat voice appears, will cause the losses of their voice call business. 办公室几人都干笑一声没说话,是赚了流量费没错,可微信语音出现,也会造成他们语音通话业务的损失。 This loss proportion is greatly is small, is cost-effective or is not cost-effective, now does not say. 这个损失比例是大是小,是划算还是不划算,现在可不好说。 These must look at the influence and user of many WeChat, once the user are too many, weakens voice communication fee/spent of several big operators is inevitable. 这些都得看微信的影响力和用户多少,一旦用户太多,削弱几大运营商的语音通讯费那是必然的。 Was good now and movement reached the agreement because of Li Dong, only if really caused the serious damage to the opposite party, otherwise, was insufficient to get angry immediately. 好在李东现在和移动达成了协议,除非真的对对方造成重大损失,要不然,不至于马上翻脸。 Li Dong has not continued this topic, but said with a smile: „ old king also wants to make me settle accounts the expense with them immediately, thought but actually beautiful. 李东也没继续这个话题,而是笑道:“老王还想让我马上跟他们结算费用,想的倒美。 However was somewhat a pity, the contract only signed next year. 不过就是有些可惜了,合约只签订到了明年。 Three months of cycle, fund far more than 10 billion! 三个月的周期,资金何止100亿！ Now many people do not know that us recharges preferential is more convenient, then you propagandized, the movement the earning surpassed 400 billion last year, this year are only many. 现在很多人都不知道我们这边充值更优惠更方便,回头你们多宣传一下,移动去年营收超过4000亿,今年只多不少。 Does not snatch their complete business, even if 1/4, the whole year got down over 100 billion, the quarter was 25 billion. 不抢他们全部业务,哪怕四分之一,全年下来都超过1000亿了,季度的话就是250亿。 This sum of money, we can use at least next year. 这笔钱,我们起码能用到明年。 Were many 20 billion funds, we were more relaxed. 多了200亿的资金,咱们就轻松多了。 By next year, we should not be short of money are right. ” 到明年,咱们应该也不会缺钱了才对。” His saying ended, Liu Hong said with a smile: „Li, this sum of money settles accounts through ten thousand cartoons......” 他一说完,刘洪就笑道:“李总,这笔钱可是通过万卡通结算的……” Li Dongpie his eyes, said lightly: „ This sum of money you have no need, incorporating into headquarters. 李东瞥了他一眼,淡淡道:“这笔钱你们用不着,划归总部。 Far Fangcheng cannot drag again, even later our issue debentures, cannot by the name release of real estate, therefore the money of bond, is unable to use on the Dongyu real estate. 远方城不能再拖了,就算后期我们发行债券,也不能以地产的名义发行,所以债券的钱,也无法用到东宇地产上面。 10 far Fangcheng, the original plan was in 2 years puts into service one after another. 十座远方城,原计划是二年内陆续投入运营。 Now past a half year, but project also in half-dead is dragging, this is not good. 现在都过去半年了,可项目还在半死不活的拖着,这可不行。 Money of movement now not so many, but far Fangcheng plans is not matter in one single day, slowly invested. 移动的钱现在没这么多,不过远方城计划也不是一朝一夕的事,慢慢投资好了。 This fund, part is used to invest far Fangcheng, part is used to throw constructs the staff community to construct. 这笔资金,一部分用来投资远方城,一部分用来投建员工小区建设。 Moreover, some lands for building that we take earlier, find a time to act slowly, now the property market returned to warmer weather, fund part of backflow is used to repay a debt, remaining is used to continue to take invests far Fangcheng! ” 另外,我们前期拿下的一些地皮,找个时间慢慢出手,现在地产市场回暖了,回流的资金一部分用于还债,剩下的用来继续拿地投资远方城！” Has sat Wu Shengnan in corner hears the word look brightly one! 一直坐在角落的吴胜男闻言眼神一亮！ For serveral days, Li Dong almost forgot the real estate company, the person who this let the Dongyu real estate was somewhat uncomfortable. 这些天,李东几乎遗忘了地产公司,这让东宇地产的人有些不是滋味。 In addition some hearsay said, Li Dong was very possible and Longhua reached the agreement, was entrusted with the Dongyu real estate, was makes them restless. 加上有传闻说,李东很可能和龙华达成了协议,将东宇地产进行托管,更是让他们这些人坐立不安。 But now, heard Li Dong saying that money of movement was used in the far Fangcheng investment . Moreover the selling out beforehand land for building, continued to throw constructs far Fangcheng, this made Wu Shengnan come the interest immediately. 可现在,听到李东说移动的钱用于远方城投资,而且卖掉之前的地皮,继续投建远方城,这让吴胜男顿时来了兴致。 Li Dong said, Wu Shengnan said immediately: „Li does , have the capital spending plan of far Fangcheng this year?” 李东说完,吴胜男马上道:“李总,今年还有远方城的投资计划？” Li Dong said ill-humoredly: „ Did I speak you is not serious? 李东没好气道:“我说话你们没当回事吗？ Annual meeting time, I have not meant, this year plans always to throw constructs over 20 far Fangcheng, the present range goal also over 10 disparities, does not invest, you think that my Li Dongguang will fire a gun? 年会的时候,我不是说过,今年计划总投建超过20座远方城,现在距离目标还有十座以上的差距,不投资,你以为我李东光会放炮？ Huaxia is only the capital and municipality, over 30 cities. 华夏光是省会城市和直辖市,就超过30座城市了。 And some economically developed coastal cities, I said hundred far Fangcheng thousand far Fangcheng last year, that naturally boasted. 以及一些经济发达的沿海城市,我去年说百座远方城千座远方城,那自然是吹牛的。 But about 50 far Fangcheng, are actually my real demand. 可50座左右的远方城,却是我真实的需求。 After Dongyu real estate, is primarily the city complex compound, the investment in this aspect cannot be too small. 东宇地产以后就是以城市综合体为主,这方面的投资不会太小。 Naturally, this investment number is big, in 50 the city complex compound of scale, investment 3.5 trillion are not unusual. 当然,这个投资数目不小,50座上规模的城市综合体,投资个三五千亿不稀奇。 Fund, definitely has the pressure, even if the Dongyu real estate sold the place of grain bin, is far from enough. 资金方面,肯定有压力,哪怕东宇地产卖了囤的地,也远远不够。 However without the relations, part looks for the bank, part waits for the front capital feedback, duty that this in one single day cannot complete, taking your time is. 不过没关系,一部分找银行,一部分等待前面的资金回流,这不是一朝一夕能完成的任务,慢慢来就是。 By the later period, our fame hit, did not ask for money to take good. 到后期,我们名气打出去了,不要钱拿地都行。 This was then the words, Dongyu here will make a plan to come out in the near future, first permanent address, chose 10 cities to show me, main preferred eastern China this. 这都是回头话了,东宇这边近期做一份方案出来,先定址,挑选十座城市给我看看,主要首选华东这一块。 The issue of money, takes your time, insufficiently tries to find the solution again. 钱的问题,慢慢来,不够再想办法。 Today does not say that matter of Dongyu, we mainly said that matter of micro blog financing, other are all right can first go back. ” 今天不说东宇的事,咱们主要说说微博融资的事,其他没事的可以先回去了。” Wu Shengnan also wants to ask although again, but the micro blog and she has nothing to do. Li Dong also makes her first make the plan, Wu Sheng male has to set out to depart. 吴胜男尽管还想再问问,不过微博和她无关。李东也让她先做方案,吴胜男只好起身离去。 But other and micro blog does not have the executive of relations, departs in abundance. 而其他和微博没关系的高管,也纷纷离去。 Before Li Dongkai executive conference they will come, now talks about the micro blog, they do not need detailed to listen. 之前李东开高管会议他们才会来,现在谈到微博,他们也没必要详听下去。