RCS概念開盤走強！中國移動率先發布5G消息APP
5月11日，RCS概念開盤走強，其中，省廣集團漲超8%，神州泰嶽、號百控股、中文在線、夢網集團等紛紛跟漲。
來源於：Wind
而這一漲勢或將與此前中國移動率先發布5G消息APP這一利好相關。
日前，中國移動率先推出了5G消息App，目前已上架蘋果應用商店及部分安卓應用商店，用户可免費下載。
具體來看，基於國際RCS標準，中國移動打造的這款通訊及服務軟件，支持發送文本、圖片、音視頻、地理位置等消息；且可與商户的聊天機器人進行交互，獲取7*24小時的智能服務。
顯然，本次中國移動率先推出5G消息App這一舉措是對此前三大通信運營商發佈《5G消息白皮書》對RCS佈局的再次深化。
5G信息，即RCS消息(Rich Communication Services & Suite)，又名富媒體通信，是全球移動通信系統協會在2008年提出的一種通訊方式，一般可分為針對終端用户的“RCS 增強短信”和針對商家企業的“RCS 商業富媒體消息”。
具體而言，它可以融合語音、消息、狀態欄、位置服務等通信服務，通過各種功能接口，在短信界面上實現APP的各類豐富應用，提供更豐富的多媒體業務，給予企業、商家和客户全新的互動體驗。
根據《5G消息白皮書》，“使用5G消息，用户無需下載客户端，在終端原生的消息入口即可接收到5G消息”，此次中國移動卻是以App的形式推出5G消息服務。
根據市場數據顯示，2019年全球RCS相關業務的月活躍用户已達到約2.86億人，全球RCS運營商達到169家，預計到2023年或會升至486家；與此同時，目前行業短信全球市場總額為620億美元，預計到2021年，基於RCS的行業短信全球市場總額或達到740億美元。
安信證券指出，5G為基於RCS的應用發展帶來了巨大的推動力，除了覆蓋了基本的短信，還將觸角伸到了聊天客服、在線購物、短視頻營銷、精準交互等領域，RCS可能是最快落地的5G應用。
來源於：浙商證券
天風證券指出，經歷近三十年發展，短信市場已切換至以企業短信為主，RCS將作為5G時代新消息發揮重要作用，畢竟RCS富信功能豐富，針對B2C服務，有望面向場景化流量入口打開全新藍海市場。其中相關解決方案供應商是產業鏈關鍵受益方。
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