The trend of electricity quotient centralization is more and more obvious, the industry pattern solidify

China's electric business is never quiet, peat peat. Not long ago, drops and fast after a year fight in the Western Valentine's Day announced a merger shocked the industry, and in the Chinese version of the Valentine's Day Lantern Festival, someone in the cat website accidentally found the Amazon's official flagship store.

The trend of electricity quotient centralization is more and more obvious, the industry pattern solidify

Of course, if we have to be serious, the combination of cat and Amazon is still at the business level, even in the domestic business level, this cooperation and droplet rapid merger is not a problem. But if measured in a larger perspective, there is a similarity.

Today's internet has entered the era of strong alliances, whether it is capital control or business strategic cooperation, the Alliance between Giants and cooperation has become the main theme. As a result, he also understood why Ma was speaking at the NPC to oppose the fact that more than $400 million of mergers and acquisitions required approval of the Ministry of Commerce.

Amazon is not a big industry in the Chinese market, in the shadow of the cat and the east of the difference between the survival, and, Amazon and the east is similar, belong to the typical of the company, both sales of their own products, but also cited the factory into the shop platform, but the cat is basically a platform for electricity, basically no own products production, Although the cat has also produced boxes in the last two years, the future may also be to sell their own identity of the Phantom phone and so on.

Previously, Gome has settled into the cat, when also from the, as for the Amazon China, if only as a Chinese power provider, in the days of the Cat Open shop is also its well-deserved choice. After all, in the face of Taobao and cat years to accumulate the user data and occupy half of the network to purchase traffic, no one enterprise will not move.

We can think so, Amazon China after a few years of tenacious struggle, just rely on their own traffic to create has grown weak, had to start to rely on Ali the tree. Settled in the cat, the Amazon China is not the sky collapsed, because the direct competition between the two is not too big, on the contrary, Amazon into the cat will cause pressure on the east. In fact, the improvement in operating conditions has been obvious and systematic since the day the cat was settled in.

However, if only this thought, it may be too easy to think about the problem, after all, Ali and Amazon as the global market rivals, Amazon China will not be detached from this big background to wayward.

Open Shop is Alibaba and Amazon start a global cooperation, but will not change the competitive attitude

Last year, Amazon's Kindle flagship store was in the Sky Cat, the Amazon's official flagship store on the day of the cat on the line, the Cross-border power of its "imports of direct mining business" part of the cat flagship store, is achieved from the importance and product category on the double rise. However, the "Bama cooperation" on the line is more abrupt, but also not to promote, and even low-key.

As the world's most popular two electric business enterprises, Amazon and Alibaba have different geographical advantages, the industry's complementary prospects in fact very broad. Even in the global competition of the future, two companies have far more opportunities to cooperate than the desperate struggle.

Amazon in the Chinese market in the cat opened shop, that day the cat will be in the United States to open the Amazon shop it? From the two companies in the form of business, Amazon has self-employed, its in the days of the cat opened shop is a pioneering channel, the days of cats almost do not sell their products, the store in the Amazon is not very meaningful. However, if the cat positioning itself as the representative of the Chinese electric power companies and online procurement standards of the facts and the executive, then, inherit the logic of Alibaba Business-to-business, will be the day cat store in the Amazon sales will be the Sino-US electric sales platform to get through, the principle also made sense.

The Bama cooperation strengthens Taobao and the cat has become the Chinese electric Business standard of fact, but bad or bad material

Amazon into the day cat, to a certain extent, greatly enhanced the cat as a leader of the status of the day, with Gome, when and Amazon, and so on with the feet of voting, the cat's dominance more consolidated, which threatens the position of Jingdong. The cat is tantamount to constitute an industrial chain and open the great ecological environment, Jing-dong but because of its own logistics and self-contained business structure is isolated.

Of course, cooperation with Amazon will boost Alibaba's recent slump in the value of the stock market, for Alibaba out of the former phase of the industrial and Commercial Bureau turmoil brought the best topic. If there is anything else in the official release of Amazon and Ali, it will certainly bring confidence to investors around the world.

It can be said that such a power supplier to the platform, the more intensified Taobao and the cat's status of the electric business, or even really become a unified lake. Just, the larger the platform is more risky, too large platform will become a super commercial social value complex, Taobao has been so, do Alibaba really hope that the cat walked this way?