Three giants enclosure mobile internet

PC Internet era, Baidu, Alibaba, Tencent, respectively, took the information portal, business portal and relationship entrance.

In the face of the huge and fast-growing mobile internet market, the big three internet giants are eager to replicate the PC era's portal advantage to the mobile end.

Big-money giants, more likely through the acquisition or investment to complete the relationship chain, mobile user accumulation and access to the flow of the opening; in the Chinese internet companies to the U.S. listing window is not open, the venture investors are more likely to complete the withdrawal through the acquisition of cash.

Investment and investment, mergers and acquisitions, consensual.

New Enclosure Movement outbreak bat preemption Mobile Portal

Newspaper reporter Shijuan

2013 is a magical year: the Internet, the big boys no longer adhere to hatred, turned to believe in "love."

May 10, when Ma Yun officially stepped down as CEO of Alibaba Group, the software finally confirmed that Alibaba Group 294 million U.S. dollars investment, the latter will hold about 28% of the stake in Germany.

Earlier, China's Internet market has just ended two big clubs wedding banquet: Alibaba Group 586 million U.S. dollars investment Sina Weibo, Baidu 370 million U.S. dollars to buy PPS video business, and the latter with Archie Art merger.

The Internet field of "Love" story is still in the deduction, the protagonist replaced by Sogou and 360. May 8, a source said, 360 to be priced 1.4 billion U.S. dollars, in the form of a wholly-owned purchase Sogou. Although Sogou CEO Wang Xiaoquan the first time in micro-blog rumor, but May 11 morning, he again in the "2013 China Internet Entrepreneurs Conference" on the change of tone, confirmed Sogou is currently with the company to talk about capital cooperation, and 360 is oral communication, has not reached a formal paper agreement.

A scene of "Love" story behind, in fact, by virtue of search business, E-commerce business and the internet value-added services, dominate China's PC era of the Internet industry Bat (Baidu, Alibaba, Tencent) to the original territory as the basis of continuous expansion to the outside, to seize the mobile internet portal.

According to statistics, as of the end of last year, China's mobile phone users reached 420 million people, mobile phones become the first Internet users in China terminal. In the first quarter of this year, China's mobile internet market size of 20.42 billion yuan, an increase of 75.4%. In the face of such a large and high-growth market, BAT's top priority is to replicate the PC era's portal advantage to the mobile end. As we all know, Tencent first got the mobile internet tickets through micro-letters.

Alibaba followed. After the 46-time negotiations ended, Ali bought 586 million dollars for Sina Weibo's 18% stake. Through this investment, Alibaba "Taobao shopping + micro Bo traffic + Alipay" layout enough with the Penguin Empire "Xun shopping + micro-letter traffic + Tenpay" model comparable.

Investing in Sina Weibo is just one of the moves by Alibaba to lay out social electric dealers and scramble for mobile internet tickets. A stake in gold, Alibaba will be from the mobile Internet location Services and deep living services infrastructure. The mobile internet is one of the most important strategic priorities for this year, according to Ali insiders, and this year's recruitment quota has been almost entirely to the mobile talent.

In addition to Ali, Baidu has also been one of the investors in Sina Weibo negotiations, and Sina Weibo is just the first battle for bat to compete for mobile internet portals.

Alibaba finally invest in Sina Weibo the day before, about Alibaba overweight UC, the original UC investment side morning Hing Capital and other considerations to withdraw from the news in the capital circle. The message means Alibaba may thoroughly stir Huang Baidu and UC marriage. Baidu and UC contact began in 2011, but because of price reasons, negotiations into a tug of battle, the key is Tencent infighting. In the second half of 2012, the QQ browser is located in the MiG has been in the adjustment of turbulence, did not give UC enough pressure, which makes UC founding team feel that there is a possibility of independent listing. However, since last year, the continued slump in the share of the UC's listing plan repeatedly stranded.

Tencent is also confused with UC. As early as the second half of 2011, MA has been to UC excellent as CEO Yu issued a takeover offer, but because the price reason did not talk about, the acquisition of the final miscarriage, and then broke out the Battle of UQ.

After observation, the bat three Giants ' investment ideas are slightly different. Alibaba mainly revolves around the mobile social, the platform entrance, the developer data, the O2O application layout, the corresponding investment project includes shares the Sina micro-blog, invests the MO, the UC, on the road, the Quick taxi, the Tintin preferential, the gold map and so on, and invests 80 million dollars to acquire the mobile application service platform

(Next Turn 12 edition)

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and Ali investment in the field of relative concentration is different, Tencent's investment direction is more diversified, since 2010, Tencent has not only invested in enterprises such as the Russian internet company DST, Thailand Internet service provider Sanook, sing, the same course network, art long Travel network, good music buy, Jinshan network, Xun, and Huayi Brothers ( 300027, shares bar), the Southeast Asian digital gaming company. At the same time, Tencent chose to create "entrance", which includes investment and self-development. In the external investment, in July 2012, Tencent to invest 50 million Yuan Le Frog OS, the same year August, the acquisition of Brush Machine Wizard. In self-development, micro-letter is a successful masterpiece.

Compared to Alibaba and Tencent, Baidu's idea of the future and mobile is still in search of thinking. Baidu's first-quarter earnings show that Baidu's total investment in technology development was 811 million yuan, up 83% from a year earlier. These inputs are mainly aimed at mobile research and development, especially in the future-oriented mobile search technology, such as visual search, semantic recognition and app search.

Opportunities for Entrepreneurs

At present, the pattern of China's internet industry is that Alibaba is a business portal, Tencent is the gateway to the relationship, Baidu is the information portal. Qihoo 360, chairman of the Zhou, said that in the Chinese Internet arena, internet giants control traffic and users, this is the biggest resource monopoly, entrepreneurs difficult to grow into a new business legend.

Analysts pointed out that the rumors of positive and Sogou talk about the 360, it is hoped that the giants around, to find their own more survival and growth of space.

Zijianzhe, an international analyst at Analysys, thinks that the recent mergers and acquisitions in the domestic internet industry will gradually grow in the big trend. This is mainly due to the second half of 2011 to the first 4 months of this year, the Chinese Internet companies to the United States listed window is not open, many investors can not exit through the listing, only through external mergers and acquisitions complete exit sleeve, they will take the initiative to set more investment mergers and acquisitions case. At the same time, the bat three giants, the domestic internet industry is at the crossroads of industrial change, the relationship chain, mobile user accumulation and the flow of the entrance of the pioneering, etc., are not completed overnight. It's not as time-consuming as it takes to accumulate. Public data show that Ali Group has a cash reserve of 5 billion U.S. dollars, Baidu held cash and cash equivalent of 32.485 billion yuan, Tencent held cash and cash equivalent net amount of 27.189 billion yuan.

Ma Yun recently put forward a point of view, compared with a decade ago, internet entrepreneurship more and more difficult, if today let him choose, he will rely on several major sites to do things.

However, analysts said that the internet and mobile Internet is only a medium, entrepreneurial opportunities are always in the differentiation of competition.