Ma Yun-qi calls for the internet to prepare for winter

Yesterday morning, the company is preparing to give a speech to a number of advertisers, Tencent (Enterprise Library forum) CEO Ma, but heard the peer of the "Winter Theory", the latter in a corporate email called for all staff to prepare for the economic "winter". In an interview with reporters, MA did not think "winter" is alarmist, "this at least reflects the industry on the economic environment of a general concern." As the two most powerful figures in China's Internet, MA's and Jack's warnings immediately made the industry look jittery.

"Winter is longer than you think."

In fact, at the same business forum at the end of last year, Lenovo (Corporate Library forum) founder Liu and entrepreneur Ma Yun called for "Winter", and this newspaper in a report earlier this year also mentioned that the end of last year to the United States on the domestic Internet listing of the army is in the cold.

At that time it was only the impact of the capital level, now the pressure of the economic environment has already been deep into the industrial level. Since last year, with the initial appearance of the global economic recession, the international market has a slump in capital activity and the pattern of asset project compression, while in the domestic, RMB appreciation and price rise pressure high, small and medium-sized enterprises directly facing the increase in production costs and export channels blocked the double pressure.

The main "trade" concept of Alibaba (Enterprise Library forum) is extremely sensitive to this trend, because the affected SMEs are Alibaba's main customers. Investors in Hong Kong are clearly aware of this, and Alibaba, which has hit a number of records in Hong Kong's capital markets, has fallen from its first-day break of HK $40 to yesterday's HK $9.99.

Ma Yun in the internal Mail issued yesterday has some kind of solemn and stirring color, "I hope you forget the volatility of stock prices," Ma said, "The overall economic situation is not optimistic, the survival of many enterprises in the country will face great challenges." The next ' Winter ' will be longer than you think! More Cold! More complicated! "We have to stand with our clients and help them through." ”

"Content costs straight up"

The problem Tencent is considering is internet advertising. In recent years, as an instant messaging tool, with a large number of young players Tencent QQ began to transition to the portal site, the goal is to allow advertising revenue to occupy half of the total income, but this huge strategy has been the adjustment of the great economic environment. At the same time, in the face of the fierce competition in the portal sites, the cost of buying content is also soaring, "some newspapers unexpectedly price 10 times times." "Ma said.

"We are also doing research inside, in the end the economic trend of brand advertising and search advertising has much impact, now actually not say." "Ma believes that because advertisers are constantly changing the economic environment, perhaps the beginning of the economic slowdown in advertising revenue will not fall," such as eager to expand sales of the Real Estate Chamber of Commerce big advertising.

But Ma's view is more relaxed than his peers ' pressing mentality. First of all, he is still optimistic about the growth of internet advertising space. In addition, after all, Tencent's most revenue is from online games and "Q-coin" and other virtual goods sales.

"Online gaming is defined as cheap entertainment, its development is counter-cyclical, and once the economic environment worsens, people may not be able to do luxury consumption, but they will be more willing to do cheap entertainment." Ma said Tencent's approach is to support the development of other businesses with high revenues from the Internet and value-added services.

Morning News reporter Money A demon

Who will protect small and medium-sized enterprises in the shadow of economic winter

Liu Huafang

The global recession has become increasingly apparent. The madman economist Lang Ping once analyzed a variety of factors that may challenge China's economic stability and healthy development, and these factors have become more and more dominant in the past six months. And the recession just let big companies make little money, but a large number of small and medium-sized enterprises are on thin ice, facing unprecedented pressure to survive.

Alibaba, a big enterprise grown up by small and medium-sized enterprises, is also feeling the pressure of recession. Ma called on the whole company to "do the ' winter ' preparation, in the winter ' dig deep, wide grain ', brewing Alibaba next 10 years development plan, help small and medium-sized enterprises through the long ' winter '. Mr Ma helped the industry to verify that some experts had been right, and that the severe challenges facing China's economy could not be evaded. And at this time dare to say such words really moved. After all, without the prosperity of SMEs, there will be no Alibaba today.

But the protection of small and medium-sized enterprises only Ma and Alibaba is not enough. Because of the large number of small and medium-sized enterprises, a company can never take into account all aspects. At the same time, SMEs in various industries face different difficulties, Ma Yun and Alibaba although the spirit of commendable, but powerless. To overcome the recession, the protection of small and medium-sized enterprises must be promoted to a national economy to protect the height.

The large number of small and medium-sized Enterprises is the outcome of reform and opening-up, is an important part of our economic vitality. Therefore, the protection of small and medium enterprises is the Government, the major enterprises common responsibility. China's economy in the next few years may be in the adjustment period, we need more companies such as Alibaba to apply for help small and medium-sized enterprises, need all levels of authorities to come up with more ways to help the disadvantaged sectors, through the "winter". In order to meet the possible "winter", China's small and medium-sized enterprises also need to be vigilant, control costs, "deep digging, extensive food", stubbornly wait until a sunny spring.