Segment Internet Area

For businesses that aim to build a century-old store, a year's time is very short , but for the enterprise want to carry out a phased consolidation, but also fully enough, as the most fire in the last two years of the Internet Subdivision area, E-commerce is a lot of enterprises lucky charm, but also the stigma of many enterprises, The internet is also the seven giants.

Alibaba: Spin-off advantage

In the area of E-commerce, compared to other giants, the advantages of Alibaba are obvious, whether it is business-to-business, consumer-to-consumer, and increasingly important to customers, online payments and group buying, Ali Enterprises can occupy a leading position in these segments and even have more than 50% market share of monopoly strength.

In fact, in addition to Consumer-to-consumer and online payment in the field with Taobao, Alipay "play" Tencent Pat, Tenpay, the other five giants have failed in any of the subdivision of the power of Alibaba to form the most direct impact. On the contrary, Alibaba last year after a third of Taobao, most of the energy in the cat net, group buying and other growth e-commerce business, in these two aspects, Alibaba to deal with is Jingdong Mall, Suning easy to buy and handle nets, litters group, such as "Non-Giant" class enterprises.

A year, several words war, price war Jingdong Mall is Ali's best opponents, but also the best pressure. Analysys International released the latest data show that the 2012-year first quarter of domestic market share, the cat accounted for 37.38%, Jingdong Mall followed, accounted for more than 17.23%, and the cat gap in the further narrowing.

Split details and at the capital level to complete the Business-to-business retreat, the group repurchase Yahoo shares of Alibaba has been the style: speed up fast. And Alibaba at the helm of Jack Ma in 2010 at the end of the words in the competitor's ear: Consumer entrepreneurs do not complain, Taobao will not stop waiting for you.

Tencent: Investment + integrated Onslaught

Until the group structure adjustment, after at least two years of Tencent's new layout finally "to the bottom of the world", has never been too much demolition of Tencent will be the first time to the electric business, in addition to the integration of all previous resources, President Lau chairman, injected 1 billion U.S. dollars, it is evident that attention.

Review Tencent over the years after the electricity quotient, imitation Ali mode has been criticized, the earliest battle of the Consumer-to-consumer business racket net in the competition with the Taobao not accounted for any cheap, the business model of the QQ mall also failed to Taobao Mall (Day Cat net) rival.

However, since 2010, Tencent began to "send money to decentralize", the big investment 3C electric Shang NET, the footwear electric business good buys, the diamond Net Shangke Orchid, the group Purchase website F Group and the High friend, the on-line traveling art dragon and the same journey net, again and again brushes the industry eyeball, at present these websites in each subdivision domain all occupies the place. The second half of last year, Tencent began to invest in the electric business "net fishing", the way is not the usual stock of listed investors, but "platform integration." According to Tencent's plan, the newly launched electric business "QQ Network shopping" is a "B2B2C" platform: a good Lok buy and other equity partners to enter the collective, and grasp the advantages of their respective areas of competence.

And wait until the electric company independent and Xun NET is holding the news exposure, Tencent Electric business has a deep level of planning, Xun network integration Tencent business, and from the hottest 3C online shopping began to expand, become the backbone of Tencent's proprietary business. For the table, the two sides jointly invested 500 million yuan to join the 3C electric dealer price war. Another dimension, a lot of Tencent investment in the electric business enterprises will be a new way to join Tencent integrated after the electric business platform.

Tencent Electric Business holding company CEO Wu Night Light plan to complete the integration before the end of the year. From then on, for Tencent's users and customers, Pat Net, QQ Mall, QQ Online shopping division of the situation or will no longer. Wu Guangguang revealed that the investment in Third-party electric companies will continue. This may hint at Tencent's appetite and ambitions for the electric business.

Baidu: Return to be good at business

As China's internet industry, one of the most important user access and flow of depressions, "Baidu = traffic = user = Business Opportunity" has been used to imagine Baidu in all areas of success in the possibility of E-commerce is also ranked among them.

To count up, Baidu's electronic commerce layout is not small, far from the Consumer-to-consumer business Baidu, to the near talk also has the business of businesses cool days and online tourism services to go where.

Last April, Baidu announced the closing of goods, shops, transactions and other related functions, the transformation of Life services platform, in the next nearly a year, Baidu to its business continued to consolidate, and eventually split the company "Philharmonic Live" new image of the original Baidu Electric business director Cai continued to be CEO, and introduced IDG, Qiming Venture investment, such as tens of millions of of dollars outside investments.

Reporter observation found that Philharmonic live has not consumer-to-consumer the shadow of commodity trading, its recommendation and display the form of life-class businessmen from the public comment network and net closer, in the industrial integration and the trend of diversification of the electric business model, said Philharmonic is a navigation with the nature of E-commerce site is not too.

It is reported that in April this year, the suspension of the cool weather still kept Baidu and Japan Lotte Joint venture, the two sides said they will carry out other business. And the online travel business where to gain the support of Baidu, and Ctrip competition is not downwind, there is news that a stable online tourism search where the leading location is brewing listing matters.

Analysts point out that, compared to commodity trading and logistics, Baidu is better at doing electric business information traffickers, flow navigation is the advantage of Baidu, in the "No Network Transactions" Today, Baidu through the search to grasp the goods, services, online trade routes can make money, "the worst can also earn the advertising of the electricity business site."

Sina: Heart Layout N Achievement

Sina, e-commerce? Until today, in the eyes of most people, this is a very irrelevant word. In fact, Sina's e-commerce layout can even be as early as 1999, "Sina Mall" appeared, from Taobao, Jingdong Mall was born many years. However, the main media portal properties of Sina failed to win in this field, Sina Mall gradually marginalized but did not disappear, is still one of Sina's channel.

Last March, Sina reported a 66 million-dollar investment in the company's market, the company's 19%. "This means Sina's first foray into e-commerce and more action in the future," said Cao Chao, chief executive of Sina. Re-war E-commerce, is the world's biggest reading of Sina investment Macquarie, coincides with the heyday of the micro-blogging business model has been expected, "E-commerce + Weibo" looks very beautiful.

However, the dismal Chinese e-commerce industry splashed a year of cold water, Macaulay prices from the highest 17 U.S. dollars to today less than 1 U.S. dollars, the market value of 52 million U.S. dollars, but also saddled with the risk of delisting. Some media to the Sina calculate the account, 19% equity value of 9.88 million U.S. dollars, than investment losses of 56 million U.S. dollars.

It is noteworthy that Sina also in the second half of last year on the line "Sina luxury", into the luxury goods dealers, and through micro-blog integration of Third-party manufacturers to establish a platform of the "micro-mall" model. So far, Sina's attempts at these businesses continue.

Electric Dealer "fancier": Shanda, NetEase and Sohu

Up to now, the only seven giants have been shot by the electric business is to buy, Ali, Tencent, Sina, Sohu have been directly fencing, Baidu, Shanda and NetEase touched the group to navigate. But from the overall e-commerce trends, compared to Ali, Tencent, Baidu and Sina's layout, Shanda, NetEase and Sohu are closer to "fancier".

The story of the grand and the electric business, cannot but mention still confusing "product gathers the net event" so far. Last March, Shanda's game subsidiary Kim Cool CEO Gebin High-profile founder of Consumer-to-consumer platform products, and announced that with from the grand and other institutions 2 billion yuan "a year to catch up with Taobao." In large half a year, product Poly Network has been a grand company's identity appears.

But the beginning of this year to "fund not in place" closed, Gebin and grand contradictions surfaced, grand or grand Chairman Chen whether there is no investment commitment has not been solved. Dedicated to creating an interactive entertainment empire's grand and E-commerce is drifting away. It is reported that its group buy navigation website group Friends have also stopped service.

NetEase Mall currently provides lottery, phone recharge, game currency, insurance, group buy navigation and other electric business, however, NetEase also continued to print online photos of NetEase, discount coupon business NetEase happy to try, these "non-mainstream" business has been netease favorite.

In contrast, Sohu's attitude towards E-commerce is more light. Sohu Chairman Charles Zhang said many times, will not participate in issues related to the distribution of E-commerce, "suitable for Sohu, or information flow of e-commerce." At present, Sohu only in the field of "Love Family group" on the action.