The three Giants ' dark war on the background of Social electronic commerce

Sina, Alibaba, Tencent three big black war in the context of social E-commerce, Sina August 13 released a significant financial results----the second quarter of this year, Sina Weibo advertising revenue rose 209%, to 30 million U.S. dollars. The direct effect of this beautiful performance is to push up Sina Weibo's valuation to 6 billion U.S. dollars.

According to the data, Weibo advertising revenue exceeded $10 million trillion in the first quarter of the commercialization of Sina Weibo, more than $20 million trillion in the two quarters since. Into the 2013, Sina Weibo launched the information flow advertising system, the second quarter of this year, Sina Weibo advertising revenue for the first time to exceed 30 million U.S. dollars. At the same time, the income of micro-blogging value-added services has risen sharply, up 186% from a year earlier, to $7.7 million.

Benefiting from the rapid rise in Weibo advertising revenue, Sina's overall profitability has been greatly enhanced, in terms of total income, advertising revenue, ad revenue and other indicators, the second quarter of earnings exceeded expectations, including overall advertising revenue year-on-year growth of 17%, net profit reached 14.2 million U.S. dollars, compared with the same period last year to increase 281% , was nearly 9.5 times times the net profit of the previous quarter.

Another concern is the number of active users of Sina Weibo: Sina's Weibo data shows that, by the end of June this year, the average daily activity of Sina microblog has reached 54 million per cent, up 8.3% from March. In addition, in the case of increased competition in mobile terminals, the use of micro-blogging users has been maintained, especially in the mobile terminal when the use of the long to achieve a rebound.

The "bounce" of Sina Weibo has also touched the investment community. In the latest report, the US investment bank sent Jay estimates that Sina Weibo is worth $6 billion trillion and has set Sina's target share price up to $95. The agency believes Weibo is valued at $3.2 billion trillion in its cooperation with Alibaba in April this year, but Alibaba also has the right to continue to invest in Sina Weibo, so Sina Weibo should have higher value. In addition, Facebook's strong performance in the second quarter was mainly due to mobile advertising, which meant that the mobile commercialization of social services was feasible, and the same model applied to Sina Weibo.