Hand In Hand Tencent, Baidu After The Rapid Expansion Of The E-Commerce

At the end of 2014, Hong Kong stock ushered in the largest IPO in the year, Wanda Commercial real estate, and on the eve of IPO, Wang Jianlin, chairman of Wanda Group, said: "facing the electricity supplier, we must actively innovate and passively cater to death."

But despite the good news and high-level attention, the company, which has been fluttering in the electricity supplier's water bubble for several years, is still unable to make much noise.

Wanda must also notice that the layout of Wanda in traditional Shang Chao and general merchandise department basically failed. Data show that Wanda Department's revenue in 2013 only completed 91% of the adjusted plan, net profit increased by 7%. This is the first time that Wanda has not completed its profit plan in history, and it is also the only company that has failed to fulfill its target. Recently, Wanda plans to close the Wanda Department Store in part of Wanda Plaza, which operates poorly in the three or four tier cities, and make room for re introducing restaurants, experiential formats and other popular shops, involving about 10 of the Wanda Department stores that have been closed down.

Good news, but still no real handwriting, Wanda electric business is actually planning what?

Impact O2O

In December 23, 2014, Dalian Wanda Commercial real estate Limited by Share Ltd was listed on the Hongkong stock exchange. Media interview Wang Jianlin said, Wanda electricity supplier has been in practical operation, the maturity depends fundamentally on the development of cloud computing. If cloud computing development is successfully developed in the three quarter of 2015, it will soon be available in the fourth quarter.

Some commentators pointed out that Wanda Commercial real estate has become the largest company in Hong Kong stock raising last year, and it relies on its layout in the field of electricity supplier. The Internet is being touted today. Online and offline business story can always arouse the unlimited interest and conjecture of the capital market.

100th Wanda Plaza opening ceremony, Wang Jianlin said: "Wanda culture, e-commerce, tourism and other three industries will become Wanda development of the new three carriages."

News shows that at present Wang Jianlin No direct management. Commercial real estate Instead, a lot of energy is placed on O2O. According to Wanda plan, in the three quarter of this year, the O2O platform will be formally launched in the whole country. To this end, Wanda has stripped Xishuangbanna international tourism and Holiday Resort Development Co., Ltd., Qingdao Wanda Yacht Industry Investment Co., Ltd. and Dalian Jinshi Culture Tourism Investment Co., Ltd. from the planned assets list, and sold all the shares to Wanda control share company at a price of 4 billion 135 million yuan.

As of June 30, 2014, Wanda had 178 property projects in 112 cities in 29 provinces of China, of which 168 shopping centres were distributed in 110 cities. Wanda expects that more than 1 billion 500 million consumers will arrive in Wanda Plaza, hotels and resorts in 2014.

These data show that Wanda has an unparalleled resource advantage in the industry. Based on this, people are looking forward to the unique way of Wanda's electricity supplier. But at present, Wanda's electricity supplier has a certain distance from its expectations. The development of Wan Hui network and Wanda App has not been satisfactory.

Hand in hand fast money

In December 26th, Wanda Group In Beijing and fast money company signed strategic investment agreement, get fast money control stake, this is Wanda's first acquisition in the field of Internet finance. The agreement shows that fast money remains independent after M & A. Informed sources said, Wanda shares in the fast money trading price of about 2 billion yuan.

This is the biggest action of Wanda's self built "Teng million" electricity supplier company, marking Wanda's electricity supplier's formal layout in the core of Internet finance. For Wanda, although it has a large offline business platform, it has been trapped in the payment field. It has no way to pay for the Internet except for some coupons. After the acquisition of fast money, it means that Wanda electricity supplier can have a mature third party payment, which is of great help to the development of its O2O business.

According to AI data, in the third quarter of 2014, China accounted for 49.2% of the scale of the third party Internet payment spanaction, accounting for 49.2% of the total profit, 19.4% of which accounted for 11.6% of the total business, and 6.9% of the fast money, ranking fourth.

Though far from the market share of super giant Alipay, there is a considerable market share of the fast money that has been immersed in the third party payment industry in China. What's more, after the success of running with fast money, the financial partners and WeChat payment of partners can interact well with Wanda's electricity supplier.

However, after the acquisition of fast money, it does not mean that Wanda electricity supplier is going smoothly. In the view of Tencent technology, Wanda electric business is at least facing two challenges.