Electricity Providers Or Accelerate The Layout Of Mobile Internet Social Networking Platform Commercialization "Rivalry"

Less than p ago, Alibaba acquired a 18% stake in Sina micro-blog with about $586 million in "high price betrothal gifts". In the future, Ali will also seek a 30% stake in Sina micro-blog.

According to the official statements of both sides, cooperation will explore a socialized electricity supplier mode based on the effective interaction of consumers between micro-blog users and Alibaba e-commerce platform.

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< p > Why did Alibaba group and Sina come together? Ma Yun, chairman of Alibaba group, thinks that Alibaba can occupy an important position in the field of social media. Sina chairman and CEO Cao Guowei said that strategic cooperation with Alibaba will make micro-blog more steady and imaginative on the road of establishing a unique commercial mode.

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< p > analysts believe that in the mobile Internet era, e-commerce providers are actively looking for ports to enter, Alibaba invest in Sina or accelerate the "mobile" process of Jingdong, Suning and other electricity providers. In addition, Sina micro-blog's commercialization will intensify its competition with Tencent WeChat.

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< p > < strong > electricity providers or accelerate the layout of mobile Internet < /strong > /p >

< p > "in the next 5 to 10 years, the capacity of the mobile Internet market may be more than 10 times that of the traditional Internet."

Insiders pointed out that this means that the proportion of mobile providers will also enlarge during this period. If we do not follow this trend, we may lose the initiative.

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< p > according to Alibaba insiders, mobile Internet is one of the most important strategic priorities of the company this year. The number of recruiting places this year is almost entirely mobile.

In recent two years, Alibaba has been exploring the mobile Internet continuously, not only with the domestic large and medium-sized mobile phone manufacturers to launch cloud OS mobile operating system, but also invested in UC browser, and with ink weather, friends League, fast taxi, unfamiliar street and other outgoing M & a scandal.

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< p > this cooperation with sina is considered the Alibaba's search for the mobile Internet entry end. According to the total amount of 586 million US dollars, Alibaba's valuation of sina micro-blog reached US $3 billion 200 million, while analysts valued Sina micro-blog between 600 million and 2 billion 500 million US dollars, so they thought Alibaba was very generous in this paction.

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< p > Alibaba's marriage to sina is also the climax of the mobile Internet.

Insiders said that at present, the layout of the mobile Internet is based on the electricity supplier. Apart from a few big predators pushing their own mobile channels, more and more small and medium businesses are seeking partners.

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< p > < strong > social platform commercialization "rivalry" < /strong > /p >

< p > Alibaba's strategic injection is also regarded as the start of sina micro-blog's real commercialization. After the announcement, Sina's stock price rose more than 20%.

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< p > although Sina micro-blog is the second largest social platform in China, revenue mainly comes from display advertising, and the new growth mode needs to be explored and established.

In order to build micro-blog, Sina's financial pressure is not small. Sina's 2012 earnings showed that sina micro-blog's total annual business cost was $160 million, with a total revenue of $66 million and a net loss of $93 million.

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< p > after this cooperation, it can be envisaged that when the user participates in the discussion of a product on micro-blog, the right side of micro-blog website will appear on the right side of Taobao and Tmall, and the product with the highest credit rating will purchase the connection. And because of the realization of account interoperability, micro-blog users can join the Taobao and purchase products one by one through direct click and connect, and finally share the shopping experience with the recommendation to achieve the integration of social and shopping behavior.

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< p > such a complete "ecological chain" will form a strong competition with the Tencent's QQ relationship chain in the future. WeChat users will surge sharply. On the one hand, the product itself will be favored, and the greater advantage is to connect it with QQ account, QQ space, Tencent micro-blog and so on.

Analysts pointed out that the cooperation between Sina and Alibaba, on the one hand, has provided guidance for WeChat's industrialization, and on the other hand, there has been a certain impact on the Tencent's relationship chain.

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