58, Does The City Marry Tencent?

On the evening of June 27th, another Internet Co chose to join the giants. News that Tencent shares 58 cities, with 736 million dollars to get 58 of the city's 19.9% share. This is another important layout of Tencent in the O2O market after the public comment.

This is a great feast. tencent It is one of the many stakes in the O2O market. No matter what the public comment is, or the 58 city, or the future one, the greater the stakes, the more likely the harvest will be. For the 58 cities to come to the Tencent, is it right to choose?

Is volume necessarily a good flow?

In China's Internet domain, Tencent holds the largest social traffic, and there are many conjectures about Tencent traffic. However, the conversion rate of Tencent traffic has been very skinny.

This point is reflected in the public comment. After a quarter of cooperation with Tencent, the gap between the public comment and the US group network has further widened. From the most direct sales growth, the US group's sales in May increased by 20% compared with March, while the public comment increased by less than 10% in May compared with March (Group 800 data). In terms of traffic effect, the Tencent behind the public comment is actually lost to the US team's godfather Ali.

For image 58 city Such a classified information platform based on local life services, the market for future competition is more concentrated in the mobile terminal. Obviously, Tencent's huge mobile terminal traffic on Q and WeChat has given more imagination to the 58 cities, but the osseous is still a reality.

In June 18th of this year, the Jingdong promoted greatly. According to its published data, the total amount of orders from mobile terminals accounted for 25% of the total day. Although it did not list the detailed data from different mobile terminals, it could refer to the 18% contribution of Jingdong App in the first quarter. That is to say, the 618 big promotion, the two main entrance of Q, plus 1 billion red envelopes, only promoted 7 percentage points in the middle of the year.

Standing in line is a double-edged sword.

For the 58 cities, the team is a double-edged sword. Choosing Tencent means giving up another giant Baidu. Alibaba And 360. In particular, Baidu, looking at the acquisition of Baidu and Tencent over the years, relies more on precision traffic and chooses more Baidu winners. For example, where to marry Baidu is better than Tencent's elong, and its monthly sales growth is higher than that of the public comment group (Group 800 data).

Judging from the size of mobile distribution, Tencent can not give the 58 most powerful support. According to the market share of China's total channel application volume in the first quarter of 2014, Baidu accounted for 41.5% of the market share, while Tencent ranked 360 in the market share, accounting for 16.6% of the market share.

It is a sight to marry into a wealthy family. For 58, whether to marry Tencent or not is still in sight.