Mobile Internet three giants happy enclosure profit prospect is not clear

China's internet giant has been on the mobile internet for more than 2013 years, with Alibaba and Baidu respectively optimizing the layout of the mobile Internet through acquisitions, and Tencent is developing mobile games and electric dealers on a micro-credit basis. Industry watchers believe that the three companies are now in happy enclosure, the industry's profit prospects are not clear.

Search company Baidu 16th announced the acquisition of 1.9 billion yuan mobile Internet application distribution company 91 Assistant, set the largest Internet industry in China acquisition, and thus take the mobile internet "ticket."

Senior Media person, Internet industry observer, said in an interview that the acquisition of 91 assistants to Baidu has a very important strategic significance, mergers and acquisitions once completed, Baidu will have mobile search and application store two strong entrance.

Baidu before the mobile internet business, including Baidu Search, Baidu map, Baidu News client, etc., which Baidu search is still a web model. Cao, deputy editor-in-chief of the network, said Baidu bought 91 wireless, on the one hand can increase their application in the app portal, on the other hand, the app model is also vulnerable to Shanzhai, mobile desktop Space Limited, the future of mobile internet shape is still uncertain. Through acquisitions, Baidu will also have two models of mobile internet business.

By the end of the first quarter of this year, Baidu Cash, cash equivalents, short-term investment of about 33.8 billion yuan. The acquisition of 91 assistants will cost 11.6 billion yuan. Analysts believe that this also shows Baidu's determination to enter the mobile internet.

Alibaba's takeover is more frequent than that of Baidu. In the first half of 2013, Alibaba 586 million U.S. dollars to buy Sina Weibo 18% of the shares, 294 million yuan to acquire a 28% of the shares of gold, but also the acquisition of Friends of the league nets, shrimp nets, investment mo, overweight UCWeb, including mobile browsers, data analysis platform, LBS application and other fields.

Analysis, Alibaba's mobile internet core idea is around the electric dealer "build the City", and the acquisition of these mobile internet portals, as the highway to the city. In this, Ali is responsible for building the infrastructure and providing it to businesses and users, while benefiting (traffic and data), achieving accumulation and recycling.

Tencent is recognized as the first to get the mobile internet "ferry" company. In addition to already have 550 million users of Mobile QQ, Tencent's micro-letter users also more than 400 million users, because only a small amount of traffic fees, micro-letter has greatly impacted the SMS, voice and other traditional telecommunications services, but also become the most popular mobile internet applications.

This year, Tencent in the micro-letter scale advantage based on mobile phone games and electric business card, but its social advantages can drive the development of the electricity business remains to be seen.

"The three giants in the traditional internet era have established a clear profit model." But in the mobile internet age, the problem is that there is no clear profit model, "said the letter," even the most popular micro-BO, micro-letter, and did not achieve profitability, those who were the giants of the acquisition of mobile internet companies, in addition to 91 of assistants, are basically in the "burning money" phase.

Believe the sea light, although the big three repeatedly mobile internet, but mobile internet business form, profit model is still groping. As the big three have ample cash, mergers or acquisitions will continue. (Financial Hotline)

(Responsible editor: Lu Guang)