Who can get the mobile Internet ticket?

The previous few days, Alibaba shares Sina Weibo has just settled. Alibaba in exchange for 586 million of billions of dollars in Sina Weibo 18% of the shares, and may be raised to 30% in the future, this is seen by many in the industry as the 2013 Chinese Internet most violent chemical reaction. The combination of China's biggest electric-business platform and its biggest social platform has detonated a more intense mobile internet "ticket-grabbing" battle.

Ali to create new ecological circle, Sina micro-blog Innovative profit model

2012 China's E-commerce market transaction size reached 7.85 trillion yuan, an increase of 30.83%. Among them, the network retail market transaction size reached 1.32 trillion yuan, an increase of 64.7%. At the same time, mobile e-commerce business opportunities are maturing in 2012, the proportion of mobile internet users rose to 74.5%; among them, the actual number of users through mobile phone shopping has reached 55.44 million people.

"Mobile internet has become an irresistible temptation of electric business enterprises, and the enthusiasm is naturally high." "Alibaba has been trying to expand the E-commerce platform to mobile," said Zhang Zhouping, an analyst at the China E-commerce Research Center. "A stake in Sina Weibo should be an important step."

"In fact, it is relatively easy to move our PC-related businesses to mobile internet," he said. "Alibaba related person said, Taobao, Alipay and even the cat's users viscous very high." But Alibaba does not want to simply replicate, but to build a new ecosystem. Analysts believe that, as Sina Weibo is included in Ali's ecosystem, the hundreds of millions of online shoppers and hundreds of millions of social groups have the greatest synergy, Alibaba's future will truly become a "water, electricity, gas" as the ecological facilities, become a good social business ecosystem.

Sina Weibo, another protagonist of this partnership, is gaining a firmer lead in China's social media market. The number of registered users has exceeded 500 million, daily active users are 47 million, 75% of active users log on through mobile terminals, that is, more than 35 million people each day through the mobile terminal microblogging.

However, Sina Weibo since its inception has not found a successful business model and profit means. Sina's 2012 annual report shows that Sina Weibo's total operating costs amounted to $160 million trillion, total revenue of 66 million U.S. dollars, net loss reached 93 million U.S. dollars. Long-term not to make money or even losses, Sina Weibo development of the continued power will decline, and even threaten to survive.

"In the short term, Sina Weibo has benefited more from this cooperation, and the commercialization of Weibo is clearer." Yanping, founder of Dcci Internet Data Center, believes that Sina Weibo is a good choice to work with Alibaba. Cao Chao, chairman and chief executive of Sina, said the strategic partnership with Alibaba would give Weibo a more robust and imaginative way to build a unique commercial model.

Alibaba and Sina Weibo's marriage, has caused the mobile internet industry not small vibration, in the industry also appeared a term "Ali waves". The social media and power quotient platform has created a new cooperative model for social power providers that will have an impact on the entire mobile internet industry. At the same time, the industry believes that the cooperation between the two sides will be the current Internet three big giant pattern of Baidu and Tencent pressure, in the short term Baidu's pressure will outweigh Tencent.

Business marriage raises user experience concerns

"Sina Weibo ads may be much later, I hope not to let my satisfaction decline." "Wangxiaopeng worries that Sina Weibo is a relatively simple social platform before it cooperates. After cooperation, Sina Weibo's commercial atmosphere may be more strong, "although understandable, but hope to be more consider the user's feelings."

In this regard, analysts said that the strategic cooperation between the two sides will not only be short-term gains, but will be more conducive to long-term development perspective, to the micro-blogging users to bring more unique, healthy and lasting services.

According to Alibaba and Sina Weibo's agreement, the two sides will be in the user account interoperability, data exchange, online payment, network marketing and other areas of in-depth cooperation, and explore based on hundreds of millions of of microblogging users and Alibaba E-commerce platform of hundreds of millions of consumers to effectively interact with the social e-business model.

Analysts believe that Alibaba and Sina Weibo can play a greater advantage after integration. For example, in the technology and product level, the two sides can effectively enhance their research and development capabilities, in the user transaction data and access to accurate matching of information and so on to get a great upgrade, optimize the large data age user experience.

"You just on Weibo said want to go to Sanya play, the recommended ads on the page immediately become Taobao discount tickets, waterproof camera sets." In the event of a fake or disgruntled businessman on Taobao, the issue is likely to be resolved soon. "There are netizens to do so conjecture about the future.

Zhang Zhouping believes that a stake in Sina Weibo is conducive to Alibaba business-to-business platform SMEs use Sina Weibo to carry out social marketing integration Services, but this step can not be too big, otherwise it may affect the user experience or even provoke a backlash.

"Grab tickets" is just the beginning, resource integration is the test

In recent years, with the popularity of smart mobile devices such as smartphones and tablet computers, mobile Internet users have increased dramatically. According to the Ministry of Information released data, mobile internet users in 2009 for 377 million households, and in the first quarter of 2013, this number has reached 817 million households, of which the total number of mobile internet users reached 788 million households, the proportion of mobile internet users to 96.4%. The rapid development of mobile Internet, and constantly subvert the traditional internet industry pattern, the traditional internet of the big guys have joined the new competition, some people jokingly this is in the snatch mobile internet "ticket." Indeed, in times of change, not seizing the opportunity of new life, it means the death of doom.

At present, the top ten mobile applications in China, Tencent occupies four seats, respectively, mobile phone QQ, micro-letter, QQ browser and QQ space, which, mobile phone QQ and micro-letter occupy the first and second place. and Ali department before only Taobao, Alipay ranked among them. In addition to the top ten, there are Sina Weibo, UC Browser, 360 mobile phone assistants and ink weather.

Tencent's micro-letter is recognized as having taken the lead in getting the first real mobile internet "ferry". The vast flow of nearly 300 million users, strong relationships between social marketing circles, open mobile payment closures and looming platform ecology have all made micro-letters far ahead of other Internet peers.

Alibaba previously in the mobile Internet field frequently exerting force: the development of Taobao, Alipay, Wansing and other mobile applications, the development of cloud OS mobile operating system, and domestic handset manufacturers to produce cloud mobile phones. Before investing in Sina Weibo, Alibaba has also invested in UC browser, and finally can occupy four seats in the top ten mobile applications, and the user coverage is no less than Tencent.

and other Internet companies are also unwilling to be outdone. Recently, Sohu board chairman and CEO Charles Zhang announced that Sohu News client users exceeded 100 million, hoping to take a firm foothold in the mobile internet age. Traditional Internet Software Enterprise Jinshan Company, in recent years, the mobile internet strategy is also steadily advancing, the hardware has millet mobile phones, software has Jinshan mobile phone guards, Jinshan fast disk and so on.

Although the traditional internet barons have Rimini in the mobile internet field, but "grab tickets" is just the beginning of the battle for mobile Internet, the real test is how to integrate resources, innovative applications, enhance the user experience, to find a new profit model, which will be the future layout of mobile Internet enterprises need to solve the biggest problem.