Xun will open an in-house staff meeting in two days.

I have a classmate in Xun do technology, yesterday he said to me, after two days Xun will open an internal staff meeting, to that day, everything will be clear.

I understand what my classmate said "bright" refers to what, Tencent shares in the Beijing-East rumors drift more than half a month, Xun will be merged into Jingdong, Xun employees than Liu also have to worry. And what he said was "two days", which means that Friday.

He told me that he had prepared his hands. If Xun remained, he would not move, and if he were to be merged into Jingdong, he would go to the Canton Institute. In the past week, he has been in Tencent's internal RTX with the micro-letter of the relevant technical leaders to face. And from Xun to find technical talent, in addition to the most eagerly micro-letter, there are other parts of Tencent. "In the face of hearsay, no one will be indifferent." What's more, you have to face a rumor that there is no rumor. He left a message on the micro-letter.

"It's hard to understand that Tencent's top brass will cut the ' pro-son ' in the field of electrical business," he said. "After the rumor was issued, my classmate did not believe at first, but the different media have been transmitted several times, foreign reports, he himself began to doubt."

Does not understand is not only he, and Dangdang guoqing. Yesterday, guoqing in exchange, said that Liu will not give Tencent control, Tencent also put the electricity dealers, this is the strategy to give up the pace of the electric quotient?

Perhaps the word "strategic abandonment" is a bit serious. But the measure of the problem is whether other platform-level companies will threaten Tencent's strategic security without the business.

This is a very interesting syndrome. Now it is clear that it is no longer a threat, so Tencent can use strategic investment instead of the model it has to do.

Would that have been threatened before? Where are the previous threats and the current threat line?

This question can be found in the words of Tencent Investment Department Peng Zhijian. Why did Tencent invest in electricity dealers all over the place, and even switch to a wholly owned subsidiary? That is because in 2010, Tencent suddenly began to feel that the electricity business is a user on the Internet a very important life scene, and this frequency using a very high life scene is enough to support the independent of a new platform and ecology. This ecosystem includes online trading, user pooling, payment, Internet finance, large data and cloud services, and the extension of the traffic ecology. And this ecology is not under the control of Tencent. This is a very dangerous thing for Tencent, super sticky scenes once the user is accustomed to build up, will be greatly diverted Tencent users.

So you can see that in 2010, Tencent began to invest more in the distribution of electricity quotient, can be said in any important vertical category, at that time it appears that the future of the development of the platform in the direction of the vertical electric operators, Tencent investment figure, Tencent has been in the periphery to pull up a defensive line. In addition, Tencent to the easy to turn into a "kiss son", and "pro-son" strategy is obvious, that is, dragging the Beijing-East hind legs, trying to delay the development of the Beijing-East time. You know, Jingdong is very likely to become a table after another platform-level Internet company, but not just a platform-level electric company. Now, the Jing-dong Quadrant is not only the electrical quotient has been proven. It's like a few nuclear-armed states, who would want another country to have nuclear weapons?

But Tencent now has no need to worry about the problem. The original worry is that the electrical business of this important life scene is not within their control, but now and the future belongs to the mobile internet age, and, in this era, Tencent has a micro-letter.

In the PC Internet, QQ client does not have the ability to snare the electric merchant ecology, but in the mobile Internet, the micro-letter but in step by step of the infiltration of electricity merchants, nets.

This is because, unlike PC Internet, mobile Internet makes the user's shopping behavior become a thing that can be done anytime. The huge stickiness of micro-letters on mobile phones is making it infinitely closer to the value of an operating system or a mobile windows. Once upon a time, everyone in Taobao, Jingdong shopping, the first portal is a browser, is the Web site; now, the first portal is micro-letter, micro-letter API interface and UGC content more and more, but the use of micro-letter is still very thin and lightweight. In this case, assuming that the BoE access to the micro-letter, then the BoE is just a micro-letter of a backstage supply chain, to micro-letter workers, Jing East bitter Kazakhstan dry 10 years less than 10% of the gross margin inside also want to take part with the micro-letter into.

Then, if the value chain of the Jing-dong and other electric dealers in the micro-letter, are in the Tencent system, then why does Tencent have to do their own electricity business? Even if you do it, how much time does it cost to reach a strategic level of influence?

Perhaps, this reason is Guoqing said "strategic give up", but accurately speaking, Tencent is not to give up the electricity business, but because of its own before the power of the electric quotient of the ecological control, playing some defensive strategy to now has no meaning, now has a micro-letter, on the mobile electric business, O2O Ecology has been able to play a certain degree of control, You can play it another way.

What is this type of play? Is that you pass into my micro-letter, into my ecosystem, and then I invest in you, take your certain shares, so you have a certain right to speak, this right can not hold, but must have a certain degree of constraint, and can give me a certain strategic security assurances.

What is this strategic security guarantee? Frankly speaking is two shareholder's identity, can enter the board of directors, besides you and me, cannot have other strategic big hand inside.

It can be seen that this year, Tencent has changed a lot of past investment ideas. And the future, such as the public comments, Jingdong investment model will continue.

Friday Xun will announce what, everyone is looking forward to. And if the easy to integrate into the east, Tencent has no holding, also do not need to be surprised. Of course, once the easy to integrate into the east, Liu will also be 1:20 right to the U.S. listing is still not good to say, Liu whether Tencent also has a share of a lot of rights of B-class stocks also not good to say, but I believe Tencent also know that Liu for the meaning of the east is no one can