Sina from, Internet winner take all

Last week, the biggest news of the tech sector was undoubtedly Ali's stake in Sina Weibo. In fact, this period of time, the Internet industry mergers and acquisitions undercurrent surging, Baidu eat PPS a few foregone conclusion, Ali again overweight ding ding net. Many small and medium-sized Internet enterprises invariably fell into the Baidu, Tencent, Ali's pockets.

Why do a lot of mergers and acquisitions appear in the near future? Seemingly accidental events often contain the inevitable.

First, last year to this year, the capital market entered the frozen period. Only Schberler a Chinese company has completed an IPO in Hong Kong's capital market this year, raising HK $41 million. The United States market also has only a foreign trader's website Orchid Pavilion set Potential to submit a prospectus, plans to land in the New York exchange.

10 years ago, the dream of Internet entrepreneurs was to be listed separately. Now, the dream is getting more and more distant from the entrepreneur, the best way out is probably sell to some internet big guy.

As early as the advent of the Internet more than 10 years ago, people have predicted, "because the distance of mouse clicks is so short, the Internet is a winner-all market." "In the face of the downturn in the Internet market, it is a good time for the giant whale to open its mouth and expand its annexation."

Sina, for example, has reached a peak of $10 billion trillion in its microblog valuations, with Alibaba Group at 5. 8.6 billion dollars was about 18% of Sina Weibo's total stake, equivalent to a return to $3.2 billion trillion in valuations. For Ali, it was a cheap pick.

The acquisition of Sina Weibo is a landmark event, reflecting changes in the Internet ecosystem.

There are rumors that Baidu and Alibaba are in contact with the gold map, to negotiate investment. The software has a map of the bottom of the mapping qualification, and has hundreds of millions of users, mobile Internet, some of the innovation is also attractive. There is also news that Ali more than 70 million dollars to buy the league is already a foregone fact. November 2012, entrepreneurship less than a year, "What To see Tonight", a movie content personalized search, Baidu is 2 million-3 million U.S. dollar price acquisition.

Even the recent rise of the taxi application software, has been divided by several internet giants. Tencent invested in tick-tock taxi, Ali phase of a quick taxi.

Internet industry Acquisition "gossip" flying, but the protagonist of the story is always they-Tencent, Ali, Baidu.

Statistics show that by the end of 2010, Tencent, Baidu, Alibaba, the three companies in the market capitalisation of all Chinese listed internet companies accounted for 70% of the total market value. Tencent in the Instant Messaging domain A monopoly of 80% of the share, Baidu has broken the search market share of 80%, Alibaba in China business-to-business E-commerce area has 60% of the market share, its Taobao, Alipay each occupy related fields 90% and 70% of the high share.

Today, Sina, the largest internet media in China, has followed Alibaba, but it is not Sina.

October 30, 2012, Dangdang into the Taobao Cat opened the flagship store, and this is not a little: when will take their own more than 800,000 kinds of books and more than 300,000 kinds of merchandise, the cat flagship store has more than 530,000 kinds of books for sale. As early as the June 29 this year, when the QQ was settled in Tencent Shopping mall book channel. When this is the case, it means no longer with a company such as the cat as a competitor, the fight to exit the first platform. Guoqing said on Weibo, "from the." Who gives people a big flow? "False ox x kills people, this WTF." ”

From the end of last year, the original collective to burn the money of the manufacturers to find financing difficulties, and their own is not profitable. In the face of reality, they began to lower the flow of the price, in order to sell more goods, stationed in the days of the cat, Jing Dong, Su Ning, such as the electric business platform. At least 87 independent web sites have been located in the cat, including shop 1th. When the cat is stationed in the sky, it makes the pattern clearer.

More and more companies are in the revenue network, the dominant market-splitting trend is increasingly obvious. The big three are gongchenglvede in the Internet industry, but their territory is not limited to the Internet.

Communication operators of the "walled garden" is being quickly broken, the operator-centric mobile Internet development model is seriously challenged, in the Internet company's robbery, repeatedly accused of "monopoly" operators are facing the "pipeline" risk.

In the journey to the Sun, the Monkey King thinks he is very bull, but he can't escape the palm of Buddha. If a decade ago the operator is the Buddha ancestor, ten years later the Internet will become the three major giants of Buddha ancestors.

The change in the industry ultimately changes people's lives.

After Ali's acquisition of Sina Weibo, China's biggest UGC (user-generated content) speech platform teamed up with China's biggest electric platform, and what we say and buy in the future is known to the Giants. How we say, we use what to say through the micro-letter by Tencent overall grasp ...