Tencent And Ali Will Launch "Mobile Payment Operations"
Last year
After the red pack "sneak attack on the Pearl Harbor" incident, Alipay gathered the force early in the Spring Festival this year, and issued a red envelope through micro-blog to prevent similar things from happening.
Recently, with the mobile QQ joining the battle group, the Spring Festival red envelopes war has shown the pattern of "WAQ" (Weixin payment, Alipay Alipay, QQ purse).
But for last year's successful Tencent, the strategic goal of "connecting everything" has given way to the demand for mobile payment market. There is no way to give up. WeChat is bound to increase the red envelope promotion efforts to consolidate the hard won victory.
Recently, with the joining of the mobile QQ, the battle of the red envelopes of the Spring Festival has shown the pattern of "WAQ" (Weixin payment, Alipay Alipay, QQ purse).
The "Running man" variety show "run, brothers" has been closed this week, leaving the most impressive impression of the world. That's what the world was like. When the stars who had been used to the Chinese have suddenly dropped their shoulders and started to fight against each other, they have finally received unexpected feedback.
The direct consequence of this phenomenon is that we have all realized the useless of pride and the pursuit of more practical interests.
It's like that, although Ma had paid WeChat like "an evaluation that WeChat has a good card," but in the face of the coming Spring Festival, Ali seems to have no disdain for the Tencent.
During the new year's day, Alipay launched a battle of red packets with micro-blog. In the recent "Alipay Spring Festival red envelopes investment plan", Alipay will start issuing red packets from the very beginning and continue until new year's Eve, 20 million cash envelopes a day and 40 million spring festival.
Hand Q entry, WAQ Spring Festival red packets war is about to start.
Ma Yun tells us what is willfulness by taking practical actions. Although he almost disdain WeChat red envelopes in words, he tells everyone in real action clearly that "we don't want to be an aloof rabbit. During the Spring Festival, we will also issue red packets, and it is aimed at WeChat red envelopes."
But it seems that
Ali
The Tencent did not have the slightest civility. In January 14th, "handwriting" co founder Jiao Yigang released a mobile phone QQ Spring Festival red envelopes merchants U-235 investment plan has aroused a lot of attention.
Mobile phone QQ also wants to send red envelopes during the Spring Festival? It seems to be a foregone conclusion from the information currently exposed, and U-235 is also regarded as the code of "nuclear weapons" by many people.
According to online enquiries, the mobile phone QQ will officially launch the QQ red envelope function in version 5.4.
The war again escalated. This not only means that this Spring Festival Tencent, in addition to sending large amounts of red packets to WeChat, as well as co operating with major media such as the Spring Festival Gala and the TV crowd, has been offering a killing at the same time, pulling up a mobile phone QQ that has been "making money" and issuing a red envelope. Tencent is trying to combine the two aircraft carriers into a joint fleet, so as to further grab Ali's share in the payment market.
WAQ Spring Festival war broke out. WeChat and cell phone QQ attacked Alipay together. Is this like an Internet version of the battle of red packets tearing up famous brands? The two giants of Tencent and Ali have deployed troops to participate in the "game" in the future. There is no such thing as "no, no" and "mutual politeness". The purpose is to tear away the brand name of each other, and to reduce OUT's unforeseen threat in this game.
In the game, apart from the close combat of the cash match, there are various interesting interlocking tactics. For example, WeChat pays to kill the opponent, the mobile phone QQ is fatal, for example, micro-blog attracts the enemy in depth, Alipay side detours and so on.
Although the success or failure of this game will not directly determine who is the last winner, there will be another season after running in 2015, but these are still unable to stop the two sides from going all out. Ali is fighting for dignity for the sake of a snow before shame; the Tencent in order to prove that last year's Spring Festival ripped off your brand name is not accidental, this year will be again the best time to prove yourself.
The strong defense and the weak attack, who will face the "OUT" out?
Such a fierce competition will undoubtedly make the battle of red envelopes of the Spring Festival become a game of "brave men". The biggest reason for the two sides to use extremely destructive weapons is that the tradition of sending red envelopes during the Spring Festival can quickly form fission propagation.
But if we put the time out in the long run and hide behind the red envelope, the competition between Tencent and Alibaba will lie more in the dispute over the payment scenario of mobile terminals. After all, a good platform, if there is no suitable payment scenario, will only make users look up and down.
From this point of view, the two camps of Tencent and Alibaba seem to have distinct advantages and disadvantages.
Tencent in mobile
payment
The advantages of the scene can be described from three aspects:
First, WeChat and mobile phone QQ have more than 500 million active social networking platforms in the past two months, and there are other social networks that are hard to reach. This will create an environment for acquaintance pactions for mobile payment, such as AA payment for a group meal, a WeChat group or a mobile QQ discussion group can be completed quickly, such as a red envelope war, a red enveloping atmosphere of friends and relatives.
Second, the WeChat has already revealed the shake of the red envelopes extended by ibeacon technology, which has brought WeChat into the deep realizable area. Through the linkage with offline merchants, it will drive the payment of WeChat online consumption scenarios in a long time.
And depending on WeChat's service number and enterprise number, it will bring new growth points in the future.
Third, mobile QQ gives Tencent a powerful supplement. Although Tencent did not take any advantage in the war with Alipay in the QQ era, QQ still accumulated a considerable number of users in the payment of virtual products - QQ members and games.
The integration of mobile QQ will bring loyal users of these QQ purses to the stage to compete with Alipay.
Moreover, the coverage of mobile QQ in the lower tier cities will be of great help to Tencent.
Similarly, Ali also has its own advantages in the payment scenario.
First, because Ali's business is commodity trading, there will be a natural payment scenario itself, which will enable Alipay to outperform Tencent in terms of the sustainability of the payment scenario. At present, WeChat and mobile phone QQ seem to have gained too much advantage in cooperation with public comment and Jingdong.
Second, Tmall and Taobao own brand penetration has been relatively mature, through Ali nearly ten years of user accumulation, now almost in the country's villages know that Tmall and Taobao can buy things.
What needs to be explained here is that although Tencent is not inferior to Ali in brand penetration, the concept of Tencent as a payment tool has not been able to win the hearts of the people.
Third, Ali's push capability is stronger. Besides Tmall and Taobao's commodity trading, Ali's hydropower and coal trading has a considerable scale. For WeChat, it still takes a certain time to reach such a level. Whether it is in cooperation with the government or users' publicity, it still takes time to accumulate.
For Ali, if there are only two things in a year that will be highly valued, it will undoubtedly be the annual double eleven rush to buy and the red envelopes of the Spring Festival.
Tencent and Alibaba show a "strong but weak" state in the mobile payment scenario.
From the general trend, Ali seems to be the defending City side. Tencent is the siege side. The reason is that at present, the advantage of Ali in mobile payment is bigger than Tencent, so Tencent is the force to fight back.
But if it is specific to the red envelopes war this year, Tencent will become the defending city again, because the cash in the red envelopes of the Spring Festival is the only way that Tencent can rely on WeChat and mobile QQ social relations chain, while Ali is the siege side, through the simultaneous red packets to stop Tencent from expanding the mobile payment through the Spring Festival red envelopes scene.
The advantage of Tencent lies in the explosive force brought by WeChat and mobile phone QQ Spring Festival red envelopes, while Alipay's advantage lies in the durability of mobile payment.
In fact, who will win the battle between Tencent and Alibaba around the mobile payment scenario? It is Tencent who relies on explosive force to form its own continuous mobile payment scenario. Finally, it will tear up Alipay's list and drive it out of the program group, or Ali can stop the momentum of Tencent expansion through Alipay's red envelope, and give its famous brand indifferent OUT gun, which is not known from the current situation.
However, in the Internet industry, "strong defense, weak attack" is an unchangeable truth.
In conclusion, all battles are bound to be merry and beneficiaries.
Coincidentally, in this WAQ seemingly "two losers" war, businessmen are businessmen who can play with such a billion level platform in the red envelope war, and may be the object of competition between the two giants. The beneficiaries are users. Whether the world is full of malice, they will eventually receive three red envelopes to greet a auspicious year of the Spring Festival of sheep, which is not very good.
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