"There seems to be no potential, but a sense of the future."

Absrtact: In Beijing, the two sessions of Ma Ma this evening received media interviews, he talked about a lot of current and Tencent related hot topics, including micro-letter red envelopes, Tencent's globalization, Tencent and rival comparisons, and Tencent's innovative ideas. Ma's investment

In Beijing to attend the two sessions of Ma this evening received a media interview, he talked about a lot of current and Tencent related hot topics, including micro-letter red envelopes, Tencent's globalization, Tencent and rival comparisons, and Tencent's innovative ideas.

Ma's Investment Logic

Of course 36 of Krypton's readers are most concerned with Tencent's investment logic. That's what Ma said.

In the past as long as we can not let go of the relevant, we think that we Tencent will do anything, we also go through some detours, these two years change is very big, now think more open, more and more business cut off, to other customers to do.

Ma said that other customers are probably Tencent has been voted for the company, such as for Tencent to do the electric business of the Jingdong, but also such as dropping a taxi, the public comments, 58 with the city, Beautiful said. The companies used a number of shares to obtain access to the micro-letters.

In addition to these more high-profile strategic investments, MA in this interview mentioned a lot of previously undisclosed investment. such as "Lonely Social" mahouve. From Snapchat to Blink, from Altspace to Yo, Tencent invests in almost any segment of the social arena. Ma says

"Mahouve is very interesting to see no potential, but also a sense of the future." Tencent is still investing in this type of product. There's plenty of room for anonymous socializing and vertical socializing. Anonymous socializing is not for Tencent. Tencent is suitable for infrastructure services. ”

Do not know "see what potential, and a sense of the future" is the logic of the investment of Ma Teng. In addition to socializing and surrounding the micro-letter layout. Ma also said many game makers, including Taiwan, have also invested in Tencent.

I used to do everything.

Ma's two sessions brought three proposals, respectively:

Internet + Traditional Ecological hope to use the platform of the Internet, the use of information and communication technology can bring the Internet and all walks of life, including traditional industries, in new areas to create new ecological.

The Government departments concerned a large number of information linked to the hope that the Internet technology to connect a lot of information to improve people's livelihood. In many areas, such as Internet traffic, education, including environmental concerns. For example, use the mobile internet to govern haze.

The protection of network copyright we put the micro-letter, QQ platform as a connector, hoping to build a simple connection, connect all the information and services. The next step, including music, literature, animation and so on will be more and more regularized and global alignment.

The three proposals may represent the future of Tencent, using the Internet to transform traditional industries, to link all services and information with micro-letters, and to provide quality content to more people through copyright barriers.

"We've invested in the registration NET, but the medical profession is further down the line and it's hard to make it internet," he said. This has to do with the whole system, and now Internet medicine is still in its infancy. ”

"I am very optimistic about China's cultural industry, at present the volume is still very small, but basically will feel in the film and television, music, China has made great progress." ”

"The internet is like electricity, and since there is electricity, many industries have undergone earth-shaking changes," it is reminiscent of Ma said, Tencent to do the internet water and electricity, now they want to go further to do the whole society of water and electricity, "many internet companies are invariably considering how mobile internet in the traditional industry connection, And the potential to include the mobile domain. At present, our respective angle is different, we are from the news agency to the field of connection services, such as red envelopes. ”

Tencent's innovation is red envelopes, "sweeping" and "shaking"

This year, the amount of the micro-letter red envelopes is 20 times times last year, MA in the micro-letter to colleagues sent 200,000 red envelopes. The Spring Festival Gala, the enterprise through micro-letter to the user issued a 500 million yuan red envelopes, because the red envelopes to pay taxes, so the tax paid 100 million yuan.

Red envelopes are a micro-letter innovation, but red envelopes are also traditional Chinese etiquette. This is the flavor of Tencent innovation. Ma mentioned the issue of innovation, "globally, the development of technology, including many new models of the Internet, Chinese industry or other countries in the world are also following, because after all, many areas in the United States first came out." Including chips, this is no way. ”

"But because we have huge users and rich application scenarios. At present, 560 million of 650 million of internet users are mobile internet users, the penetration rate is much higher than the global. There is a good foundation for future innovation. But it's going to take one step at a while. ”

When asked if Tencent itself had any practice in innovation, Ma's answer was, "scanning and shaking the micro-letters can see a lot of things around." There are sensors, cameras and so on, which is very different from the internet age of the past. ”

Global competition

In addition, MA also talked about opponents. He said Line,whatsapp and micro-letter competition has been settled, the original leading on the lead, the original backward also difficult to break. For example, Tencent's market share in Taiwan is actually not high, line is a little higher than us. Don't worry (in Taiwan) doing mobile payments at this time.

But what about the competition between Alibaba and Tencent? Alibaba, at least from market capitalisation, is clearly dominant. That's what Ma said.

"Any internet company has done a very good job, market capitalisation is temporary, more than 10 years ago we are not market value." The key is to do it in a wave of waves.

such as mobile payment this battle micro-letter is very beautiful, MA believes that micro-letter payment and Alipay still have a difference, "mobile payment will certainly have a number of, we are not the commodity class is the service class." In socializing, O2O a lot with pay, is we made a part open to everyone. ”