Sina Weibo toss up the electricity business, the appearance of the hidden crisis

　Sina Weibo has become more active and active after listing. Sina Weibo yesterday ushered in the first time after the IPO client revision upgrade: launched a hand tour and life reviews services, while fully open micro-blog payment, providing personal transactions and collection services. What is the development of other businesses, it is not known, but the industry is generally optimistic about the development of micro-bo, the reason for this article, the author Wang Congji to give us a detailed elaboration, in addition, Wang Congji also pointed out that micro-bo, although the company is bullish, but it is Alibaba Electric business extension, the future dividend is still belong to Alibaba 】

In other words, the Sina Weibo, which is very capable of tossing and going, will be more frustrating after the listing. Less than a quarter, Sina Weibo launched a series of electric dealers, from the media, games, recruitment, expert certification and so on.

Of course, most of these projects are not reliable, such as the game that penguins have said before. But penguin June and a lot of people in the industry after the exchange, but found that they accidentally to micro-Bo electric business is very optimistic, and even many people have already started to develop micro-bo electric business.

The most important reason, of course, is Ali, from the means of payment to the merchant resources, Alipay and Taobao is the cornerstone of micro-BO electric business. This also means that the micro-Bo electric Dealer's dividend will eventually be swallowed by Ali. Specifically, this is true:

1. Sina Weibo electric quotient dividend belongs to Ali.

The so-called micro-bloggers, in fact, is a micro-bo payment open strategy ancillary products, and micro-BO pay the core is Alipay.

At the beginning of the year, Sina Weibo paid off its own new pay pass, and chose to pay the treasure as the core. Why, do not guess all know is because of Ali's shares.

This also led to micro-Bo electricity in the name of the formation of closed-loop, but play to play, the dividend actually fell on the side of Ali.

2. Weibo will eventually become an extension of Taobao, Sina can take more advertising fees from Ali.

Not only pay links, micro-Bo sellers are actually mainly rely on Taobao:

For the official micro-blog and accumulate a certain fan Taobao store, it can turn micro-blog into direct sales channels;

For those Taobao shops that do not have official microblogs or have few fans, they can choose to advertise to other big V shops.

As for a small number behind the team to operate the store's Big V, such as Cang Aoi Teacher's shop, is really independent growth Umebo. But this is actually Ali on the social power to compromise: instead of the loss from the merchant to micro-letter, rather than leave the micro Bo do closed loop, anyway, is also the Ali system.

From this point of view, Micro Bo actually has become an extension of Taobao. As one industry personage said, Micro Bo electric Business is the essence of mobile end has a good flow of Taobao customers, is Ali Taobao merchants to find new channels of traffic.

And Weibo can earn, is more advertising fees, microblogging from Ali's advertising revenue has accounted for 1/3 of micro-blog revenue, if the micro-Bo to do so, then this ratio will obviously continue to rise.

3. The low entry threshold of micro-bo is not good for Weibo itself.

Perhaps because Sina Weibo has long wanted to understand that the electricity business is Taobao after all, so on the electric business instead of a full open mind.

According to the official statement, all micro-blog accounts can apply for micro-bo payment, store deposit and handling charges for follow-up.

Compared to the recent fire of the micro-letter service number of electric dealers, micro-bo electric business is clearly a low threshold. This makes many Third-party service providers very happy, many developers have revealed that their micro-Bo store system will soon be online, will be the focus of products to sell to sellers.

Also let the sellers like the place lies, and micro-letter various rules and regulations, Sina Weibo has never denied that they are a marketing platform, which makes micro bo electric business can be very bold: money to find large v forwarding, forwarding set, account with each other diversion, want to play on how to play, anyway is to make money.

But in the marketing number everywhere, advertising everywhere, even letters have pushed the marketing information, Sina Weibo experience has been very poor, the electronic business will inevitably lead to a continued decline in user activity, which on Sina Weibo itself, is really not necessarily a good thing,

Finally summed up: as Alipay in the micro-blog ancillary projects, micro-bo, although it seems to be reliable, and indeed attracted a lot of players involved. But for Sina, it can earn after all or advertising fees, micro-bo electric business dividend will be Ali grabbed, Micro Bo will officially become an extension of Taobao.

"In fact, Alibaba's investment in Sina at the beginning of the industry widely predicted that Sina Weibo is just the flow of Alibaba tool." And now with the development of social electronic business, micro-letter Jingdong electric business gradually developed, in the company of the fold of the Alibaba of course to take advantage of their own Sina Weibo advantage. And if the future of Sina Weibo's electric business is really done, then it will be the final and micro-trust to contend with the one. 】