WeChat third-party development industry is facing reshuffle

Recently, WeChat frequent moves, from the micro-store, only praise corporate number, each time can become the headlines. In the periphery of WeChat, the same action is also frequent. In particular, third-party developers have recently been touted by the capital.

Recent dot-com new board of three listed companies announced the acquisition of two institutions by additional financing. Little Bitkeepers is a typical WeChat developer, because it has been listed in the new Third Board, it can also be classified as "WeChat Concept stocks."

The so-called WeChat Concept shares fall into two categories, one is the company that officially collaborates with WeChat through Tencent's official strategy, including strategic cooperation, equity investment, general cooperation and O2O. The second category is that although it has nothing to do with Tencent, its business is based on Based on WeChat. Little bit off at the moment also belong to the second category WeChat concept stocks. The company was established in 2007, the former main business is SMS marketing, in 2013 transformed into micro-channel-based mobile social marketing, micro channel services in the short term that will become the largest access service providers, including services, including green group Hundreds of thousands of business customers.

It is noteworthy that this time for a bit off to provide financing for Ai Yun Fund, Zhang Jiang Hao into funds are two state-owned funds, and according to market rumors, the near future there will be another background is also a VC state-owned private placement. Has always been more cautious actions of state-owned funds spontaneously choose a WeChat developers, which the market sought after WeChat stocks pushed one step higher.

Some media interpretation, little off the future does not rule out the marriage will be Tencent, which became the dual WeChat concept stocks.

According to CNNIC data, by the first half of this year, WeChat subscribers in China have exceeded 600 million and the mobile Internet has also been optimistic. As a result, the WeChat concept stocks represented by dot-sum clients continue to be sought after by the capital markets. In the A-share market, The rise of listed companies' stock price is also well-known. As long as listed companies take the micro channel of business, the stock price will skyrocket immediately. Not to mention the main business of dot-com is a WeChat third-party developer who focuses on WeChat.

As a WeChat developer, a little bit of the target on the domestic capital market is correct. This is not only because the development of the capital market in China has always been very rapid. There are many favorable policies for supporting the development of SMEs in China in recent years, but also because domestic capital markets know more about WeChat than foreign investors and know what WeChat marketing can understand WeChat created a huge ecosystem.

You know, WeChat although it is a well-known rich ore, but its own so far has not found a good commercial path, has been in the layout of the mining mines, but around the water company, which is the so-called WeChat concept Shares are the first to make a pours, bit by bit is one of them. After turning to focus on WeChat in 2013, Little Dot became one of the largest and earliest WeChat developers, mainly providing a series of standardized online software, client software, embedded software and server software to enterprise customers to help enterprises Adapt to WeChat marketing and social marketing.

According to a little bit of customer disclosure, the proceeds of this private placement will be mainly used for research and development and marketing of online platforms for corporate mobile social marketing, which in fact bears a wake-up call to competitors. If in the previous WeChat eco-circle, all the third-party developers are also peace and quiet bored, then with the capital into the field of industry war is likely to be inevitable.

According to iResearch data, in 2013 China's mobile Internet market reached 105.98 billion yuan, an increase of 81.2%, is expected by 2017, the market will grow about 4.5 times, close to 600 billion mobile Internet users will become the most important Internet access, and WeChat is one of the most important portal on the mobile terminal, its huge market space is self-evident.

Wexun marketing has many advantages, such as precision communication, large audience, low cost and so on, which are favored by many businesses. As a result, there are now a few thousand software development companies engaged in WeChat marketing in China, but most of them are small workshop-based companies with homogeneous products Serious, and there is a large number of plagiarism industry parasites. The entry of industrial capital, the first is bound to set off a round of reshuffle, those who have no technology, no characteristics of the company, you can wash and sleep, such as dot-com so first access to capital favored companies, the use of capital to improve their technology and Channel, it will be divided according to the advantages of different camps.

WeChat third-party development industry will also cross the wild, into a new era. By that time, the kind of platform to build a station, the design of several sets of templates, and then crowned with a variety of micro-micro-real estate, micro-hotel, micro-car, micro-medical ... easy to take money era will be gone Back, the industry standard will be established, and left behind are all above the level of the company.

With the promotion of capital level, WeChat third-party developers may enter the model after the era of buy, and gradually formed the industry's several oligarchs.