Mobile phone as the first Internet terminals more stable position

July 17, China Internet Network Information Center (CNNIC) released the 32nd China Internet Development Status Statistics report. According to the report, as of the end of June 2013, the size of China's internet users reached 591 million, of which mobile internet users up to 464 million. In the first half of 2013 's new netizens, 70% use mobile phone internet, mobile phones become the first source of new netizens. The proportion of Internet users using mobile phones has increased to 78.5%, while the proportion of Internet users using desktop computers has declined slightly. Mobile phone as the first Internet terminal position more stable.

It can be said that the 2012 is the internet giants of the second round of the year of the curtain, and how they fall pieces become particularly interesting.

(i) Ali: With the concept of large consumption as the axle

This year the central government's economic development direction from investment to stimulate domestic demand, plus the way to upgrade the big consumption, seems to be the ten years of the layout of the financial field of Ma Yun sent a spring breeze. From social to map to microfinance, the mobile layout of the Ali system is steady, from PC to mobile.

Drop: Invest Sina Weibo

April 29, 2013, Ali invested 586 million U.S. dollars in Sina Weibo (share 18%). Although Sina Weibo is on the decline, it cannot be denied that it is still an important mobile entry, and many of the short links on Sina Weibo are directed at electric dealers. More than 200,000 of these enterprises microblogging, food and beverage and other localized life services ranked first, for Ali to build mobile internet localization Life platform, will also be an important resource.

Drop two: Buy a gold Map

One of the advantages of mobile end is that it can realize fast conversion under line, and map product (LBS) is considered as the best entrance for future O2O. May 10, 2013, Ali to 294 million U.S. dollars to buy gold, became the first major shareholder (28%) of the map, quickly make up their own on the electronic map of the short board. However, the gross profit margin generated for the offline service is actually very small for internet companies, so overall, Ali's strategic significance is greater than revenue benefits. In other words, the defensive significance is greater than the offense.

Drop three: "Balance treasure" rushed to the mobile end

June 13, Ali group Alipay launched the "Balance Treasure", the user in the Alipay site can directly purchase money funds and other financial products and gain income. In addition to purchasing financial products, "balance treasure" in the funds can still be used for online shopping, transfer and payment. With E-commerce started the Ali department, this son also grasp the concept of large consumption, remove the mess of the Bank of the pool, more important is to increase the user loyalty to Alipay, and its hot, through the "Balance Treasure" mobile end channel, support mobile phone shopping payment, but also for mobile phone end of consumption, financial support.

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