Tencent Supports Three Electric Power Companies Encircling Ali

Ali has three big rivals, exactly three types of competitors, namely the traditional electricity supplier represented by Jingdong, the mobile electricity supplier represented by pocket shopping, and the O2O electricity supplier represented by Wanda electricity supplier.

Three types of competitors, three modes, and their logistics, mobile shopping guide, offline business advantages are Ali's biggest weaknesses and weaknesses.

Until pocket shopping announced that the C round of US $350 million financing (of which Tencent invested $145 million, accounting for 10%), Tencent has "helped" the three rival of Ali to encroach on and challenge Ali's existing and future electricity supplier market.

The enemy's enemy is a friend. Tencent itself is not the rival of Ali, but it is the biggest accomplice of Ali's opponent.

First, the Jingdong is aggressive.

The largest IPO in the history of the US stock market, Ali became the second largest Internet Co in the world after being listed, and Ma Yun has become the richest person in China, with no scenery of two.

Extremes are extremes.

Ma Yun certainly wants to go further and deeper. As I said in the iDoNews column, "talk about Ma Yun and Ma Yun second", after the listing of Ali, Ma Yun's biggest dream and the biggest pain should be the construction of the rookie network, but the construction period of eight years, five years, and ten years and eight years. In the era of mobile Internet that can not be torn down and raining rain, Ma Yun will certainly not want to wait, but he has to wait and see that Rome has built up a day's work.

Jingdong's biggest competitor is also two days a day, especially Jingdong's self built logistics.

The escalation of the electricity price war is the competition between logistics and services. Ali once made a strategic self abandonment of high cost logistics in the age of China's backward logistics infrastructure, and chose open logistics. Until now, it still had to "strategically regain". Otherwise, even if the future Ali is not defeated by Jingdong, it will be eaten by Amazon. Although Amazon has a small market share in China, it has been the first to introduce self built logistics in China, and Jingdong is only a learner.

Amazon has been holding China's green card for ten years, but is still regarded as "foreigner". The localization efforts have not been recognized, and the logistics advantages have not been brought into play. Instead, the Jingdong has been used perfectly.

In October 20th, Jingdong, Shanghai's Asia first logistics center, which was officially launched before the "double eleven", is really a bit of an admirer. Ali may have to take a breath when he sees it.

Although China is a dual hegemony in China, it is still a highly competitive "princes market". There are too many vertical players. Jingdong, such a large platform player, although has logistics advantages, logistics is only an infrastructure, which plays a supporting role. The flow of logistics network is still a matter of user purchase, without users and their buying behavior. What is called "commodity" can only return to its true "product".

The essence of competition is the competition of commodities, logistics and services, but the form of expression is the competition of users.

Everyone is talking about the stock and increment of the electricity supplier market. To get the user's purchase behavior is to purchase and repeat purchase. The single purchase is the concept of quantity. Repeat purchase is the frequency problem, that is, the so-called user stickiness.

When you buy online, you may be Ali users or Jingdong users, but when you return to social networking, Ali and Jingdong users may be Tencent QQ and WeChat users.

Jingdong wants to realize the rapid expansion of the three or four tier cities and three or four line cities surrounding the vast rural areas. There is still a big gap between the 38 million 100 thousand active users of Jingdong and the 280 million active users.

But Tencent is unwilling to be an independent provider of electricity, and is unable to face the competition.

It is not surprising that Jingdong and Tencent came together.

Curious is how much cooperation they can produce and how challenging it can be for Ali.

Judging from the first earnings report of Jingdong, it is hard to say the result of cooperation. Even some critics questioned the need for cooperation between them. But in the long run, the two cooperation must be a win-win strategy.

Two, Aboriginal competition for pocket shopping

Who would have thought that in the domestic electricity market that had been killing blood and had already accommodated several listed companies, there would be many opportunities for the arrival of "big" latecomers.

But in the mobile Internet era, the mobile market can be compared to the PC market, and the electricity supplier players are back to their positions. Only the size of the strength is equal, the competition opportunities are equal, there is not much "false start" possible, and the rising stars still have the opportunity.

If Ali and Jingdong take the mobile e-commerce route, users are immigrants after PC migration. The pocket shopping is the "Aboriginal" of the mobile electricity supplier, aiming at the mobile electronic business from the beginning of its birth.

Start-ups must eat from the giant's mouth, and their courage and ability to stand the test, even if the Aboriginal people.

But the fact that pocket shopping really makes Ali fear is not its mobile business model, but its breakdown of the shopping guide mode.

Ali's B2B, B2C, or even C2C, is a business oriented service mode. It is a way to help businesses how to sell and how to increase sales and earn indirect Commission.

Shopping guide mode is to help consumers benefit and facilitate shopping as a starting point, indirectly helping businesses improve sales, but it is a consumer oriented or user oriented service mode.

To some extent, shopping guide is for Ali to "feed" rather than compete with ALI. Only when it develops to a certain scale can it threaten Ali, and there is a cooperative and competitive relationship with ALI.

So when Ali responded, pocket shopping had gone far, and it continued to replicate this pattern with other e-commerce enterprises.

It is also not a pocket shopping family, nor is it the earliest one.

After the awakening, how many opportunities can the shopping guide have? The essence of the shopping guide is diversion. Without visibility, they are lack of traffic. They need to pay a high volume of traffic to get the cost. When the flow and income are restricted, there is no ability of external blood pfusion or self hematopoiesis.

External blood pfusion depends on the potential of self hematopoiesis, and investors are willing to take risks.

Since the shopping guide is not one or two, why does pocket shopping go to the C round of financing? And investors are coming from all over the world, from the star of the angel wheel Lei Jun to the C Tencent now, and the amount of investment is not small.

Where is the difference between pocket shopping and other shopping guide business providers, so that star capital is frequently favored?

Pocket shopping is a technology shopping guide rather than a shopping guide for many shopping guides. There have been many discussions in this field.

What I want to say is that after all, shopping guide is still online shopping. Users of online shopping do not have real social needs. The commodities shared and recommended will be distorted with competition, such as user reviews and recommendations of public comment. Finally, it is difficult to avoid false and moisture. This road is not sustainable.

The website itself is also difficult to control the situation, but the technology intelligent recommendation control in the website, the improvement of technology is more precise and personalized recommendation, less recommended true or false judgment, only the recommendation is accurate or not, compared with social shopping guide is more sustainable.

But is the shopping guide for others the end of this kind of website? Is pocket shopping just a shopping guide website? Certainly not. The initial birth or appearance of shopping guide is to seek survival opportunities, to feed the giant or large platform, so that they can have food for themselves in the future.

When the giants are awake, spending money on traffic and promoting spending is a bottomless pit. They can only build their own business platform and eat their own meals before they feel comfortable and comfortable.

There are platform dreams for business operators. The PC version and micro store of pocket shopping cultivate users' shopping habits on this platform, and they need time and capital cost. Habits can not be established quickly. How can we cultivate the habit of shopping in Ali and Jingdong?

The C round of financing $350 million is not small, 200 million will be invested in micro stores, with the support of Tencent's capital and flow resources, pocket shopping can go faster in similar websites, which is what Ali does not want to see, and it is also difficult for Ali to have the strategy of making enemies.

When Wang Jianlin called out to be the world's largest O2O business platform, everyone was questioning "the world and thinking of local tyrants we do not understand".

However, most of them are the "opinion leaders' vanity".

Those O2O entrepreneurs, practitioners and investors have to pay attention to or be vigilant, including Ali.

After all, it is a new mode and new market. Whether it is catering, community or other forms of O2O, BAT is regarded as a new player. There is neither a successful mode nor an absolute advantage. For Wanda, a commercial complex with both real estate and Wanda Plaza, and the group of the world's largest movie theaters, apart from laughing at its lack of Internet genes and local tyrants, what O2O partners dare to laugh at? Baidu and Tencent are willing to provide capital and resources support for Wanda. Besides the common purpose of CO sniping Ali, there are also joint exploration of O2O's effective mode.

Ali future bus, future hospital and a series of future plans, do not forget there is a "future business circle" plan, regardless of Ali talk about the concept of LBS, or talk about the concept of O2O, the future business circle to become a reality, Tencent and Baidu support Wanda electricity supplier, Ali has to attach great importance to and defense in tactics.