UC Merged Into Ali'S Background: "Ma Pao" Yu Yongfu

< p > June 11th, Alibaba group and UC excellent jointly announced that UC was wholly integrated into Alibaba group and formed UC group of Alibaba mobile.

It is understood that Ali will stock and a small amount of cash in the form of comprehensive control of UC.

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< p > < strong > why is Ma Yun the noble person of Yu Yongfu? < /strong > < /p >

< p > > a href= "http://www.91se91.com/news/index_c.asp" > UC < /a > finally became part of Ali. UC chairman Yu Yongfu shouted to the media, "Ma Yun is his own great man".

Since it is a noble person, let's analyze "vulgar": < /p >

< p > first, it is the "money" magnate. In March 2013 and December, Ali invested 3 billion 130 million and 1 billion 100 million yuan in the purchase of about 66% of the UC shares, plus the remaining 34% shares of the stock swap. Ali spent about 15 billion yuan on the UC and about 2 billion 400 million dollars. As CEO's Yu Yongfu, he naturally had to "bag for safety".

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In addition to "P", it is also a "right" magnate. Yu Yongfu will join Ali's strategic decision Committee (board of directors) with the full incorporation of UC.

In addition, there is news that the High German acquired by Ali earlier will be merged into UC and become the LBS business unit of UC.

Although he was married to Ali family in the late stage, Yu Yongfu could surpass Gao Decheng's glory in being in charge of the "harem".

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< p > < < a href= > http://www.91se91.com/news/index_c.asp > > Yu Yongfu < /a > to UC's internal 3000 employees, 11 times used the word "dream", from the initial independent listing dream to the current Ali dream to take charge of the Ali group mobile business, from the dream of NASDAQ to the dream of Ali stock to generate high returns, a 2800 word mail is hard to hide Yu Yongfu's excitement.

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Beyond P, but with little excitement, looking at the overall pattern of China's Internet, the future challenges faced by Ali UC mobile business group are not small.

If UC is incorporated into Ali, UC will be the top of its own. Then the new Ali UC mobile business group will soon discover that Taishan is only 1500 meters above sea level.

Alibaba is strong, but mobile business is not worth showing off.

In the key time node before Ali IPO, the weak mobile business has become the most important link for Ma Yun to tell "beautiful story" and directly related to the issue price of Ali.

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< p > < strong > battle: scene fry as imagination space < /strong > /p >

< p > the valuation of Ali has risen from about $50 billion, and has risen all the way. Besides the conspiracy of capital, investment banks and analytical institutions, the rendering of several "pawn" companies (micro-blog, Gao De, UC, Hengda, fast, USA and unfamiliar street) is very important.

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< p > take UC as an example. Starting from Ali's stake in 2013, the most important event in UC's rendering of Ali mobile imaginary space is to launch "Shenma search".

First of all, mobile search is still the most realizable market area on the mobile Internet. Of course, Ma Yun knows that the search for Wall Street is stimulating.

Far from saying that Google is the world's highest market value Internet Co, the successful experience of 360 share price inflation is just around the corner.

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< p > and Ali's own search team has been searched. This search team has gone from 3721 in Zhou Hongyi era to YAHOO China and then to Alibaba.

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< p > if investors are told that the team has made a mobile search, this obviously can not mobilize any investor's appetite.

But if released in the name of UC, UC can be regarded as a new force to search, and the browser share will have a whole mess.

Therefore, we see that the release of Shenma's rhythm is UC completely integrated into Ali before, if it is incorporated into Ali after the release of Shenma, the effect will be greatly reduced, although the two are essentially the same thing.

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Under this background, we can understand why Yu Yongfu has repeatedly challenged Tencent Baidu.

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< p > to enhance the valuation of Ali and to declare war on the search giant, the greater the cry, the easier it is to be concerned.

GMIC Yu Yongfu suddenly changed the theme of the speech, in fact, is making invisible bedding.

In the internal mail, Yu Yongfu thanked the Tencent for its browser share, and thanked Baidu for its reason to focus on Shenma search. In fact, it should really be grateful to Baidu Union for its support and liquidity to UC over the years.

Since it has been married to Ali, and in the key time before Ali IPO, to avoid the worst, the choice to enhance the imagination of the expression is Yu Yongfu's intelligence, but also helpless, perhaps, this is the internal mail key message, but also through Ali public relations and Ma Yun's consent to release.

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< p > UC hype is similar to Gao De, Hengda and so on, but they are all different business imaginations.

From Ali's stake in these "pawn" prices, they are actually not cheap. High and high valuations are bought, while shares are granted. If the pawns do not cry for the market value of Ali, these first pawns are the first to be injured.

After all, Ali's own business is the ultimate beneficiary of various traffic imports. Even if the share price is not good, it will not affect Taobao Tmall's making money.

And the pawns did not rule out the possibility that they would place their hopes on Ali's high issue price instead of their own business development.

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< p > < strong > who is < a href= "http://www.91se91.com/news/index_c.asp >" Ali < /a > "guard"? < /strong > /p >

< p > Yu Yongfu's internal mail said that the new Ali UC mobile business group, in addition to the existing UC group business team, will integrate other related businesses and teams of Alibaba group, including browser business, search business, LBS business, nine mobile gaming platform business, PP mobile application distribution business, love book banner mobile reading business and so on.

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< p > is it really "(Ma Yun) the three thousand beauty of the harem, and the three thousand favor is in (Yu Yongfu)"? In fact, not necessarily.

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< p > the most important variable is Gao de.

According to market capitalization, Gould is about 1 billion 500 million dollars at present, and the valuation of Ali to UC is up to 5 billion dollars, and the actual purchase price is about 2 billion 400 million dollars, which is more than double the premium. In addition to spurring Yu Yongfu to continue to clamour for the market value of Ali, he also leaves a step in chess. Yu Yongfu is likely to take over the control of Gao de from Wu.

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< p > this is what Ma Yun used to be brilliant.

On the one hand, Yu Yongfu belonged to a proud person who had always been proud of himself and wanted to be independent. The reason why Yu Yongfu refused to buy Baidu wholly-owned was to be independent and unwilling to report to others.

Therefore, Ma Yun's first step is to become a shareholder, but not to hold shares. The second step is to hold shares, but no matter what people do; the third step is to completely annex, but to expand the space for you, you may merge with other companies that you didn't dare to think before.

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< p > from the practical ability of business, Yu Yongfu and Cheng are almost the same level as the company of Wu. They are the main members of the third tier after the second tier Jingdong millet 360.

But judging from the understanding of public relations, Yu Yongfu can be more than one grade from Wu Gao.

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< p > Baidu High German navigation free war, Baidu has become almost a curse from the Wu, I do not know that the more urgent you are, the less you show your strength.

Ma Yun is in his eyes, anxious in his heart.

The key from the Wu also asked Zhou Hongyi how to deal with Baidu, this is not guilty of Ma Yun, when Zhou Ma two people have you, there is no anger in my eyes.

In order to be united before the listing, who knows whether Ma Yun is just a comfort to Cheng from Wu? < /p >

< p > and Yu Yongfu is different. The browser challenges Tencent, Shenma search calls Baidu.

Almost no need for Ma Yun to dial.

Such a talent Ma Yun do not like it? From Yu Yongfu's internal mail, we can see that one or two, Yu Yongfu joined the Ali strategic decision Committee, from Wu Wu.

Yu Yongfu, who was incorporated into Ali, was filled with joy.

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< p > for more and more large families of Ali, UC's marriage after the door is also worthy of attention.

Judging from the current situation, Yu Yongfu is at least the largest pawn pawn in the process of listing Ali.

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