China Digital Media Readings for February 14th
- Posted by bbishop
- on February 14th, 2012
- 实地采访深圳唯冠:厂址满目疮痍 债主纷纷讨债_业界_科技时代_新浪网 – $aapl a look at decrepit Proview facilities. bankrupt, Apple think can wait them out?
- 情人节销售数据:避孕用品增长四成 广东人最开放_原创_DoNews-IT门户-移动互联网新闻-电子商务新闻-游戏新闻-风险投资新闻-IT社交网络社区 – Data says: Sales of birth control products jump 40% on around valentine’s day, cantonese are the most “open”
- 传湖南卫视金牌制片张一蓓出走 或加盟搜狐视频_原创_DoNews-IT门户-移动互联网新闻-电子商务新闻-游戏新闻-风险投资新闻-IT社交网络社区 – Has Sohu $sohu video hired away a top producer from Hunan TV? Sohu a serious competitor to youku $yoku and tudou $tudo
- 工商局约谈团宝网负责人 消费者退款仍未解决_互联网_DoNews-IT门户-移动互联网新闻-电子商务新闻-游戏新闻-风险投资新闻-IT社交网络社区 – Groupon.cn (not related to Groupon) is running out of money, can’t pay its bills, customers complaining, administration of industry and commerce have called them in for a chat. Wont end well, nor will be first group buying implosion here, VC money dried up, ad buying way off, hitting all the digital media firms like sohu $sohu sina $sina baidu $bidu focus media $fmcn et al
- 淘宝医药馆本月底或正式重启 药监局签字放行_互联网_DoNews-IT门户-移动互联网新闻-电子商务新闻-游戏新闻-风险投资新闻-IT社交网络社区 – Taobao (Tianmao) launching an online pharmacy. Why does this seem like a bad idea?
- 杨锦麟的微博 新浪微博-随时随地分享身边的新鲜事儿 – 丁亥年岁尾,平西王就封,召俊臣掌刑部。臣至,兴大狱,杀旧吏,剿豪强,禁丝竹,囚讼棍,恃学广而闻多,事王侯,人皆以为华,多褒贬,谤平西王。王忌其骄而祸己,欲弃之。臣怒,壬辰年初,夜遁入蜀,投西番之门而不入。事泄,上震怒!急召校尉无数,循车辙围而擒之,天下震动,仕人围而哂之。
- CH55BN Quote – China-US 55 Index – Bloomberg -
- EA and Tencent to take The Sims Social game to China | VentureBeat -
- Today’s iPad Trademark News – What Happens if Proview Goes to Customs? | China Hearsay -
- 广电总局:引进剧不得超50集 不得黄金时段播出_新闻_腾讯网 – China’s Film/TV regulator SARFT: no foreign movies/TV shows during prime time
- Chinese Press Reporting Proview Will Request That PRC Customs Ban Import And Export Of iPads | DigiCha -
- Chinese City Seizes Apple Ipads in Name Dispute-Caijing – Currently, business administrations in cities like Shanghai, Shenzhen and Xuzhou have investigated into the issue, and a national ban is likely, a local newspaper in Hebei Province reported.
- iPads removed from shelves after trademark ruling|Economy|chinadaily.com.cn – The tablets have been confiscated from shelves in many retail shops and electronic stores due to a Chinese company’s lawsuit against the Apple Inc over the trademark infringement, in Shijiazhuang city, capital of North China’s Hebei province.
Some retailers have removed the iPad tablets to back storerooms, fearing that local Administration of Industry and Commerce will confiscate them.
An inspection squad of the Xinhua District’s Administration of Industry and Commerce in Shijiazhuang city, launched a campaign to crack down the sale of the tablets on Feb 9 after receiving Proview Technology (Shenzhen)’s complaint. A total of 45 iPad tablets were confiscated by the authority in the district over two days. - Down Goes iPad! Proview vs. Apple Fight Gets Serious | China Hearsay- if this is accurate, it’s big news. Some of the details are a bit unclear at this point, but I suppose we will get more information in the days ahead. Remember that we have one court case in Shenzhen over the trademark purchase contract between Proview and Apple. Proview won at the Intermediate Court and Apple has filed an appeal. There is also a second civil suit, this one a trademark infringement case, pending in Shanghai.The first part of this article suggests that an application has been filed by Proview in Shijiazhuang and that the AIC there has responded with several enforcement actions. I say “suggests” because it would be a bit strange for AIC to run around snatching up iPads in the absence of a Proview complaint. Possible, but it usually doesn’t work that way.So the AIC there has confiscated some iPads and scared some retailers into taking the product off the shelves, at least temporarily. If that sentiment spreads to other retailers, that’s horrible news for Apple, which is reportedly gearing up for a big launch of the iPad 3 next month. Talk about bad timing.
As to the Shijiazhuang actions, this all makes sense. The AIC definitely has the power and the evidence to legally confiscate iPads. Same scenario I talked about last week with respect to Beijing AIC, but in this case, it may actually be happening.
- 腾讯视频开门红 2012大剧春晚得佳绩 _资讯频道_计世网 – Tencent Video catching up to youku and tudou, at least 4 certain shows? $tudo $yoku
- LinkedIn创始人约见中国互联网公司 或将入华-搜狐IT -
- Authorities Removing Apple iPads From Chinese Store Shelves? | DigiCha- So says this report (Chinese) from Hebei Youth Daily.Apparently as a result of the Proview iPad trademark infringement verdict, some local Administrations of Industry and Commerce (AIC) have started to confiscate Apple ($AAPL) iPads they find on sale. The article claims that many stores and resellers have taken the products off their shelves to avoid discovery by authorities, but if you ask for an iPad you can still buy one. It is not clear if this is going to happen nationwide or if this is just the action of a handful of local authorities, but Apple has a lot of risk in this case.
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- JeremyLin林书豪的微博 新浪微博-随时随地分享身边的新鲜事儿 – jeremy lin has 780,000 followers on sina weibo
- 团宝折戟启示录:失效的互联网“三段论” – 产经 – 21世纪网 – 团宝网资金链出现危机,无法正常结算合作商家的欠款,并开始大规模裁员。
- 苹果商店刷票调查:“360下架”引爆的灰色产业链 – 产经 – 21世纪网 -
- 政务微博评估报告发布 新浪政务微博数量领先 _新浪(SINA) _i美股 – 2012年2月,国家行政学院电子政务研究中心权威发布《2011年中国政务微博客评估》报告。报告显示,在新浪网认证的党政机构微博12103 个,党政干部微博10652 个,政务微博总数22755个,位居全国第一。在排名前100名的党政机构微博中,96个在新浪网开通,标志着新浪微博成为全国最大的官民互动平台。其中,北京市公安局新浪官方微博@平安北京 位列全国党政机构微博客综合排名第一。新浪政务微博引领中国政务微博发展潮流。
- Chinese Regime Intensifies Censorship of Sina Weibo — NTDTV.com- In addition to saying goodbye to anonymity, Sina and other microblog companies are also to soon have Chinese Communist Party monitoring units established in their corporate structures.[Ma Xiaoming, Former TV News Anchor]: [Male, Mandarin]
“The Party’s creation of these units is an attempt to strengthen its control and to bolster its position by keeping close watch over the exchange of information.” - 效仿亚马逊 阿里巴巴“云”计划 – 产经 – 21世纪网 -
- Going dark | China Accounting Blog | Paul Gillis – There are three notable trends right now in China concept stocks. First, the IPO market has been dead in the water for six months, since Tudou listed last August. There are many companies in the pipeline, but the market appears to be shut down tight. The other trends, privatizing and going dark, relate to companies exiting the U.S. markets after facing regulatory hostility and disappointing valuations. Over twenty companies have announced plans to privatize and delist. Most long term shareholders of these companies will incur a significant loss on these transactions, but they will likely fare far better than shareholders of companies that go dark.
- Sina wrestles with microblog revenue plan – FT.com – When the chief executive of Sina Corp presents 2011 earnings this month, investors will be eager to hear when the Chinese internet company will finally start generating revenues from Sina Weibo, its wildly popular microblog.
But they are likely to be disappointed by Charles Chao’s presentation.。。Sina staff say the government’s requirement that all Weibo users must register with their real identities will probably delay the company’s revenue-generating plan to the second half of this year.
“That will create a lot of negative sentiment with investors,” says Alicia Yap, an analyst at Barclays Capital. “The post-New Year rally will not be sustainable.” - India: LinkedIn goes local | beyondbrics | News and views on emerging markets from the Financial Times – FT.com- Most brands catch on quickly that Indians can be picky, whether it’s with signature saris or spiced-up fast foods. Now, social networking sites like LinkedIn are also going native to tap into a growing market of over 100m internet users and an even larger population of young job-seekers.Analysts told beyondbrics the professional networking site’s strategy to localize its services was natural, if not inevitable, in India, which can otherwise be an unforgiving market – as evidenced by KFC’s faltering launch here in the mid-1990s.
- Beijing’s micro blog policy unclear for overseas users|Nation|chinadaily.com.cn -
The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.
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Bill Bishop is an American living in Beijing. He is bilingual and has experience working in both US and China. In 1997 he co-founded CBS MarketWatch and stayed until the sale in 2004 to Dow Jones. He was never a journalist, and instead worked in several business roles over the years, the last as head of the MarketWatch consumer Internet business. More »
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