Alibaba Tencent Fought For "Internet +"

According to Ali planning, users can pass. Alipay Wallet Mobile phones Taobao and Sina micro-blog carry out the operation of omnibearing urban services such as electronic surveillance, illegal activities, life payment, illegal reminder, driver's license, illegal inquiries, library services, immigration progress enquiries, vehicle annual inspection appointment, marriage registration reservation, and full road conditions. According to the economic reporter in twenty-first Century, the first 12 cities, such as Shanghai, Guangzhou, Shenzhen, Hangzhou, Ningbo, Nanchang, Qingdao and Taiyuan, have formally entered the Ali city service platform.

In April 22nd, the ant financial services group (hereinafter referred to as the ant gold suit), the Alibaba group and the Sina micro-blog three party jointly launched the strategy of "Internet + urban services" in Beijing.

Not only Ali, but early in March, Tencent launched the strategy of smart city based on WeChat. At present, 5 cities such as Guangzhou, Shenzhen, Foshan, Wuhan and Shanghai have been launched to provide users with urban life services.

Ali and Tencent accepted the twenty-first Century economic report reporter's interview, saying that after Premier Li Keqiang mentioned the concept of Internet + in the "two sessions" this year, many local governments began to actively promote the opening of the government's urban services data. Obviously, for the two Internet giants, no one wants to give up the market. Therefore, the two companies are "fighting" from the marketing, retail, manufacturing, financial and other pure market areas to government affairs and public services.

On the battlefield of city services, Ali forms Alipay's wallet, mobile phone Taobao, Sina micro-blog and city service platform's "3 entries +1 platform" matrix, Alipay is responsible for opening up payment system (payment), and Ali cloud as the basic support, from the bottom of the government to provide support for the IT system. Tencent's "equipment" still revolves around WeChat, taking WeChat as the entrance, building city service platform in various cities, and paying the payment function by WeChat. Tencent cloud is responsible for supporting the government's IT infrastructure.

Judging from the current mode, the two companies' biggest contention in the battle is focused on the IT infrastructure of the front-end users and the back-end.

Battle of giants

Open the "city service" menu in Alipay wallet. Users can see the functions of inquiries, handling and payment of many public services such as driving license's illegal inquiries, life payment, vehicle annual inspection and appointment. At the same time, Ali in Sina micro-blog, mobile Taobao also launched the "city services" entrance. WeChat has also set up a unified entrance of "city services" in the wallet menu for different cities.

Wu Feng, director of the city service project of ant gold service, said that the services provided by Ali can be divided into several categories. Vehicle traffic categories, such as vehicle fines, vehicle violation inquiries, etc.; vehicle categories, including vehicle annual inspection booking, driving license information inquiry, etc., medical category, online registration, diagnosis, and so on, life class, such as water, electricity, gas inquiry and payment. In addition, there are follow-up social security enquiries. Functionally, these services cover many types, such as query, spanaction and payment. WeChat can provide similar services.

For the Internet, functions, products and services directly affect traffic. In the past competition, for example Online retailers In the field, platforms even require suppliers to sign "exclusive" agreements to compete for traffic. But in the field of public service, the competition seems to be ineffective.

"In the face of the government, no matter how big the Internet Co is, it will not be strong again." A senior official in charge of government affairs in a Internet Co in Shanghai said to the twenty-first Century economic report. Unlike pure business, Alibaba and Tencent's "city services" platform suppliers are government departments. For the government, the ultimate goal is to serve the public without having to be limited to one platform.

Judging from the cities that the two companies have entered, the local government will not be limited to a platform, such as Shanghai, Guangzhou, Shenzhen and so on. Therefore, the possibility of relying on the function of "exclusive" to compete for traffic is very small. The only difference is that Ali has three entries, while Tencent only has one entry to WeChat.

But if we look at infrastructure services from the bottom, there will be a fierce battle between the two companies in the future.

Under the traditional mode, urban services are mostly achieved through offline implementation. Even in some developed cities, the level of government information is relatively high, and online services can be achieved. However, the scale is still limited, whether from the number of users or the frequency of use. In the mobile Internet era, only Alipay wallet, Sina micro-blog, Taobao and WeChat mobile phone have hundreds of millions of users. Once these users operate through mobile Internet, the huge traffic will directly bring pressure to the background system.

According to the twenty-first Century economic report, the data storage and processing of public service is still completed in the system of government agencies. Alibaba and Tencent only provide access and access. Therefore, can the system of government agencies carry such a large volume impact?

In this regard, Duan Yan, a senior expert in China's Ministry of Commerce of Ali cloud data, told an interview with reporters in the twenty-first Century economic report, for example, for example, the 12306 website, this year's Spring Festival performance is very good. The query amount of the bill for the website 75% is supported by Ali cloud, so we will export this ability. Tencent stakeholders also said that many government agencies in cities have solved this problem through Tencent cloud.

Obviously, while competing for users at the front end, the two teams are also competing for the government's cloud computing projects. But unlike the front end, the government will not choose two cloud platforms at the same time when using cloud computing. Therefore, Ali and Tencent will fight fiercely in the government cloud market.

Resource integration

Although Ali and Tencent are fighting at the front end and back end positions, they are not very different from their respective strategic paths.

Duan Yan said Ali's urban services structure is based on a set of top-level data standards and specifications, that is, to build a platform. At the same time, for the government, it is necessary to integrate the urban services from the business, and then match the standard system of Ali to form a unified public service platform, and finally access the platform of Alipay wallet, Sina micro-blog and mobile phone Tao Baosan. As a result, the government's institutional data - the city service platform - the entrance - the complete chain of consumers.

But building this system is not easy. It is understood that at present, the IT system of most local governments is independent of each other, such as vehicle administration and Water Bureau, each has its own system, forming a lot of information islands. This division is based on business. And the mobile Internet provides users with public services. It is based on human units, and a user needs services covering various business units such as vehicle management office and Water Bureau.

Ant gold clothing told reporters that there are two ways to solve this problem. One is to directly link with the various departments of the government, and finally to integrate all departments' data into the city service platform, and then to display the different business services to the users with artificial units. At the same time, some cities have already carried out partial data integration among third party companies, such as those responsible for collecting water charges. Ali The city service platform can directly connect with the systems of these companies.

It is worth noting that, like many traditional enterprises, the level of informatization of various urban government agencies is uneven. Therefore, the spanformation progress of "Internet + urban services" will also be reduced. At the same time, even if the information level of government agencies is relatively high, based on data confidentiality and security principles, we need to consider all Internet information.