"Two horses" confrontation next stop: Offline partners and large data

Games, electric dealers, O2O, social, mobile payments ... Alibaba and Tencent unprecedented industry PK no sign of cessation, whether it is business innovation or investment mergers and acquisitions, the two giants are not to be. Once the "electric business Overlord" and "social oligarch" positioning can no longer reflect the two companies increasingly blurred competition boundaries-the next stop, they will fight to where?

Tencent hits Ali's hometown

Smoke, Tencent shares in the Beijing-East rumors more and more, if the balance treasure against financial management Pass, Amoy Point Sniper public comments, the gold against Tencent map ... Just Ali and Tencent in the Non-core business or new business areas of the gun fire, then about the Beijing-east rumors, is Tencent "hit Ali home" to a step.

As we all know, in the field of E-commerce, whether Tencent or Baidu, or soy sauce of the grand (once fried works of the network), have failed to give Alibaba a substantial threat, but the Jingdong Mall, Suningyun merchants have been to the Alibaba, so that the electricity business overlord in 2010-2012 through a number of split clear day cat Taobao and forces tactics.

Now, several frustrated Tencent finally chose to join forces with enemy enemies. Have declined to give the name of the industry insiders told Beijing newspaper reporter, to say that Jingdong + Xun can be larger than Alibaba, not necessarily. But Jingdong + Tencent's imagination is not so simple, the significance of scale effect is embodied here.

In fact, according to Tencent's current investment and acquisition strategy, very little directly involved in the day-to-day operation of the acquired enterprises, but to select the best quality resources to give the most important areas, investment in the public comments, investment in the same network even the search business to the new Sogou, and so on.

"Jingdong will be listed immediately, no shortage of Tencent money, the need for deterrence and potential resources." Similarly, Tencent is not short of money, investment in the east is to Ali's diversion, in these Liu emotional factors, Jing Dong in the end surname Liu () or the surname of Ma (Ma Teng) is secondary. The industry insiders point out that logically and emotionally, the rest is just a matter of price, after all, business is business.

And Tencent moves, Ali will not sit still. In recent days, the day Cat Online International station business, rob the Sea Amoy business. Analysts pointed out that many people think that Taobao + day cat, Ali electrical goods have been "tall and full", but in fact, the category and quantity of goods still have further expansion of space. "Even if the physical style is large enough, Ali has room in the Virtual goods field," he said. ”

Another analysis that the Beijing-east, Tencent joined forces in addition to the entrance through, will also enter the rear of Ali, is likely to start from the three or four-line city, or even "rural siege city."

But this view by the Internet well-known analyst Ruzenwang, he thought, Tencent joined the Beijing-east into Ali after the garden of speech is certainly nonsense, Taobao is Ali's rear camp, is also a huge hidden danger, if Jingdong Consumer-to-consumer is absolutely digging his own grave. Therefore, committed to the combination of micro-letter to move the end of the layout, exerting four or five-line market, the use of large funds for logistics layout and open platform, is the future of Beijing-east.

Rob a traditional corporate ally

Describe the fierce competition between Ali and Tencent, not only to see now, but also to bet on the future, and the electricity quotient is now, line under the fusion of the O2O is the future.

Who's a good partner? Wanda Group Chairman Wang the initiative to hand out the olive branch. He has made it clear that "Wanda may choose a partnership from Tencent or Ali". According to Wang forecast, 2015 Wanda Line passenger flow will be more than 2 billion people, he said, "a good online company plus Wanda's offline resources, do not say in China, there is no adversary in the world."

But in turn to Tencent, Ali, even if Wanda is the biggest sweet cakes, but also will not put eggs in a basket.

According to the existing information, Yintai, Wangfujing, Fuli, Tianhong and other traditional retail industry giants have been with Tencent, Ali to different degrees of cooperation.

But Ruzenwang that the domestic has not seen a real mature department store class O2O application, as a result of domestic department stores are investment mode, the control of the seller's operation is insufficient, in the entrance and platform operation is too dependent on similar micro-letter micro-life and Ali Micro Amoy, so Wanda, Yintai, Wangfujing and so on are still groping stage.

Huang, founder of billion-net, also pointed out that the 2014-year traditional retail industry is looking for new changes. On the one hand, the promotion line under the seamless integration, layout of the whole channel retail, mobile end will become the focus of expansion this year. On the other hand, traditional department stores are transforming into shopping malls, taking consumers as the Center for experiential transformation, and making the stores Internet and mobile.

But another internet expert, Li Chengdong, expressed doubts about the effectiveness of O2O's cooperation at this stage, noting that the current case of all publicly available physical O2O projects, only the commercial case of the micro-credit, provided exact orders and turnover data. Regardless of Ali's O2O project, as well as Suning, Wangfujing, Wanda and other individual retailers O2O, have not disclosed any effective evaluation data. Effective? Or a gimmick? It goes without saying that ...

Big data is also the direction of competition

It is noteworthy that the previous discussion of Ali, Tencent competition focused on things and people: Ali good at exchange of things, Tencent good at human interaction, two companies began to attack the stronghold.

However, the future direction of the Internet, based on large data, such as cloud computing has not yet sparked a scramble from Ali and Tencent, at least for the direct consumer level, this is a more obscure area. The simple confrontation between the two sides was only in the area of personal cloud storage such as cool disk, which is far from the cloud computing business at Amazon level.

But in the eyes of Li Zhi, an Amoeba Capital management partner, Alibaba has gained a leading edge in the field. He pointed out that many people in the joke Aliyun, but they do not know that this is the most idealistic project within Ali has blossomed, orders overwhelmed, the room has been built into Inner Mongolia. Baidu and Tencent are lagging far behind in this field. ”

As Li Zhi says, Aliyun has been a different face in the past few years, and its dominant Aliyun OS and Aliyun handsets have all been snubbed by the market. But in nearly a year, Aliyun with the previous Ali acquisition of Internet Base service provider China million network of chemical reaction, become domain name registration, cloud server, virtual host and other fields of emerging forces, and access to a large number of SME customers, especially based on Taobao sellers of internal transformation orders.

Li Zhi give the reason, Ma Yun gave Jian (Aliyun in charge) five years, almost regardless of investment, in the face of the key moment of split old horse withstand pressure. Besides Jian, who can sit in a position for five years? Big companies need more idealism and patience to start a business.

Data show that the current Aliyun focus on enterprise-class cloud services and large data services, which sparked the industry dispute, personal-oriented operating system and mobile phone business has been spun out, by the current Alibaba CEO Lu personally.

However, Tencent has also started to speed up the business recently. Beijing Business newspaper reporter learned that Tencent cloud computing business "Tencent Cloud" has been around the price war launched, big dozen preferential promotions. and a micro-letter Dongfeng, also in the recent on-line "micro-letter Cloud" project for the micro-letter Third-party service providers to provide cloud platform services. However, there are anecdotal news that the micro-trust cloud is only the cloud computing department's wishful thinking, the micro-letter has not been the intention to promote the internal.

"But in the future, this is necessarily Tencent, Ali, one of the focus of contention, after all, there is no deeper way to contact developers and small and medium-sized customers," analysts said.

Beijing business Newspaper reporter Zhang Yiwang/wen cfp/map

(Responsible editor: The good of the Legacy)