"Three tyrants" join forces to do electricity business, why no one bless this marriage?

Well, this is just announced in Friday, "Three Tyrants" (Wanda, Degrees Niang, Penguin joint venture set up a company, to force 020, it is said, the new company investment 5 billion yuan, 5 years total investment involved in 20 billion yuan, and Wanda holds 70% stake, Niang, Penguins holding 15% equity.

There is an interesting phenomenon, since the tyrants of the news of the Marriage, rivers and lakes are filled with a variety of God's comments: "We predict, Wanda Big electric dealer out who is the most afraid?" I say, who is not afraid, Wanda electric dealers do not go on. Everybody stay in formation. ”

It is also said that weak and weak combinations are a weaker combination, to Ali caused no deterrent, also formed no real impact, but, Xiao see is that the three companies to set up a new company said to be "electric business" company, but, strictly speaking, and Ali, Jingdong electric dealer is different Ah!

Xiao Look at the conference scene, Wang repeatedly stressed in the field: Wanda Electric Business First do not do the kind, the second does not sell goods, but sell services, positioning is "the world's largest O2O", that is to say, Wanda Electric business model and Taobao, such as the traditional electric dealers in Beijing and east.

Another big guy, MA, also explained his understanding of the joint venture at the scene: "Now this name is not too perfect, I think this word will indeed let a lot of friends in the industry caused misunderstanding-is not three tyrants together again, to have been developed for more than 10 years in the field of electrical business again launched an attack? Wrong, did not see the essence. The word electric is not exactly accurate, it is more the use of the Internet, the mobile internet how to put the huge untapped economic entities, the use of mobile internet technology into the intelligent, smart, intelligent business may be more accurate. ”

Whether it is 020 or intelligent life, to a certain extent, the new joint venture is definitely not a simple electric business can be summed up, but, you may say, Ali and Yintai are also in the layout of this area ah, Xiao see that: The positioning of the two have a certain difference. Wanda Electric business model is trying to build E-commerce O2O mode, Wanda has not only ultra, but also commercial real estate, hotels, resorts and cinemas, more extensive coverage, the pursuit of the full coverage of the O2O integration experience, while Ali and Yintai cooperation more layout in Ultra, department store retail O2O model.

To drop, others Wang also said, this just started Ah, the implication: winner is really not certain! However, to further say that the current Wanda mode regardless of the practice or space to see, are slightly better than Ali.

Let's take a look at three tyrants lineup: Wanda Electric Business will be opened in the country this year 107个万 Plaza opened the electric business services, there are more than 70 Wi-Fi shopping malls, and most of the area of about 200,000 square million to 2015 years is expected to reach the Plaza 140个万, the average square of 20 million people, More than 2 billion people entered Wanda Plaza in a year.

Wanda will become a member of these passengers, in 3-5 years to accumulate 100 million members, to achieve 4 to 500 million members in 2020.

And Niang as the world's largest Chinese search engine, Xiao see that Baidu Mobile search and Baidu map two super app will bring great help to Wanda Electric. Among them, Baidu mobile search by virtue of mobile search in the field of more than 70% of the market share, can bring more users and traffic to Wanda, the promotion of Wanda Electric dealers better in the mobile end of the business. and Baidu Map will be in lbs, O2O and other levels for the Wanda to provide support, because the map can not only provide basic maps and navigation services, but also to provide hotel reservations, buy movie tickets and other life services, this part of the service just can and Wanda's offline services organically combined, in addition, Baidu glutinous rice (group purchase) It will also become a life service portal for Wanda Services.

As for the penguins, needless to say, micro-letter must be the protagonist, now penguins are constantly will be micro-letter bigger and stronger, already has the power from instant communication into a greater life service platform, hundreds of millions of users, hand Q users, micro-letter payment are the artifact Ah!

Just imagine: Wanda has money, offline resources, the number of Niang, Penguin has a large number of users, a large number of data and data, user analysis capabilities, the most powerful in the history of the "offline access + online + search" strong combination of the team to be ready, and the next success depends on the practice of Ah! The most important thing is: how to maximize the online users into the offline physical shopping malls of the passenger flow.

According to Xiao, see, Wanda, Niang, Penguin three parties will also join hands to create online, offline integration of the account and membership system to explore innovative Internet financial products, the establishment of the largest Universal integration Alliance and platform; At the same time, the three parties will also establish a large data alliance to achieve superior resources of large data fusion, Together to create a line online under the integrated user experience.

"If you see a girl in the street wearing a dress that's beautiful, you shoot it, I can tell you which square of Wanda is selling." That's what we're going to do, connecting people and services. "This is the use of the future joint venture model that Li has built for us," he said.

For example, when a user sees a movie poster on the street, as long as this poster can be known Wanda Theater a few minutes, you can choose which seat, and through the online payment method to complete all the operation, to Wanda Plaza He can also use micro-letter to Wanda Square parking space for inquiries, fast and accurate to find parking spaces, The real realization of a line under the close combination of life service platform.

However, countless historical experience tells us: "Three monks have no water to drink", heads is not a Zhuge Liang ", many people are not optimistic about the reason is that Wanda in the joint venture is a very important leading role (people are accounted for 70% of the equity), and Wanda has had a failure of the electrical business experience, The main summary of the experience of Wanda is as follows:

1, the internal knowledge of the electrical business is not in place, need to start from scratch

2, Wanda Electric business in the internal discourse right is not so high

3, Wanda Electric business capacity is not enough to start the commercial real estate Wanda in the electricity business flow operation, member management, background system, such as sedimentation also disregard

And these can with the Niang and Penguin joined some improvement, a trip out of the way, yet to be tested.

Finally, apply Ma's sentence: Wanda Electric Business is both a demonstration platform and an open platform. Tencent's involvement in this collaboration is intended to make the offline entity smarter by using mobile interconnection technology.

From Ma's point of view, perhaps it would be more appropriate for us to see this cooperation as a test site, each home to some fresh ideas used to do small-scale testing, to get what they want, Wanda can exercise talent, cultivate real internet thinking, and the Niang and penguins can accumulate 020 of the experience of the line, this is the true meaning of tyrants marriage!