Zhou Mingzhu "Simple communication" direct cooperation still poor heat?

Enemies are friends. Millet and beauty, 360 and gree, internet companies and home appliances giants between the alliances particularly interesting.

After last month millet shares the United States group (000333. SZ), January 13, Qihoo 360 (Qihu.nyse) Chairman Zhou in micro-blog on the exposure of Gree electric appliances (000651.SZ), said "to Gree director of the general advice how to do products", and the Sun and Gree Chairman and President Mingzhu group photo.

It soon sparked speculation that 360 and Gree were working together. Although Gree, 360 denied that the two sides have specific cooperation projects, but 360 and gree in the field of intelligent home will not rub sparks, attracting reverie.

Gree Electrical Appliances Marketing Minister Chen Zili to the "First financial daily" reporter confirmed that the afternoon of January 13, Zhou to gree electrical appliances headquarters to call Mingzhu. Chen Zili revealed that day Mingzhu in Gree headquarters for a whole day, the meeting went out a bit, and Zhou do a simple exchange, Zhou in Gree visit, negotiate the specific content he did not understand. Earlier, Zhou 祎 under the minister also and Chen contact, expressed the week always want to talk with Dong General will, didn't mention specific project.

Smart home new round of preparation

360 Smart home Layout, last year has been frequent movements, and with a number of well-known home appliances enterprises to cooperate, including with TCL launched the "T3" intelligent air purifier, and the ox to start intelligent air-conditioning strategic cooperation. In addition, 360 last year also launched a router, smart children's watches and other hardware products. If you have the opportunity to work with the largest home air-conditioning business gree, why not?

Time to return to one months ago, December 12, 2014, Millet technology and the United States and the group signed a stake in the agreement, millet to 1.26 billion yuan to subscribe to the United States Group of targeted additional 55 million shares, once the completion of millet will hold the United States Group of 1.29% Equity. The two sides will cooperate in the intelligent home, the electric business channel and the joint investment.

At that time, "the first financial daily" reporter has predicted that this will set off a new round of home appliance companies and internet companies in the prelude to a vertical joint.

As the United States Group chairman Fang Hongbo said, a millet has a color TV, mobile phones, routers, cloud platform, and the United States, the whole set of white electricity products, the formation of "black (electricity) white (electricity) complementary"; The two sides of the electric business and offline channel resources, user resources can be shared; three beautiful board of directors to Millet open a seat, Introduce new thinking to promote a more radical transformation.

Competitors to speed up the intelligent layout, gree can not say no pressure. Although Mingzhu shelled "two thieves group together", but the news of Millet shares in the United States, the next day the U.S. share price rose, gree share price slightly down.

At the January 9, 2015 press conference, Mingzhu first revealed, "a year later, not even a year, you will see the smart home of gree what kind of state, now I think there is a little business secret."

Last year, gree speed up the pace of diversification, Mingzhu personally for Gree's crystal Philip Refrigerator, large pine small appliances advertising. But how to let Gree home air-conditioning, commercial air-conditioning, refrigerators, small appliances networking, Gree currently has no substantive action.

Since the end of 2013 Millet chairman Lei and Mingzhu public gambling 1 billion yuan, said five years after Gree, Mingzhu seems to be in the internet has been "open up" a lot. November 2014, Gree in the cat's flagship store for the first time to participate in the "Double 11" promotional, active layout O2O platform.

Since the millet and beauty come together, Gree also find an internet company to do partners, also may not. Chen Zili said: "Gree's smart home must do, will take an open, cooperative attitude, specifically with who cooperation, but also according to the development strategy needs." ”

360 direct cooperation with gree remains suspense

360 people to our correspondent said that there is no information on the 360 cooperation with Gree.

Just before Zhou 祎 's visit to Gree, Mingzhu in an interview with the media about Zhou, saying that "the other side can inspire young people." The same day she also said that Gree to do mobile phones "too easy", "will certainly exceed millet."

Outside speculation, 360 and gree mode or with millet and the United States similar to 360 of the main business security as the core layout of intelligent home ecology.

Can see is in the past few months, 360 capital movements frequently, 360 and cool sent to the great God to kill back to the intelligent hardware field, and the light marriage, and then 200 million investment Lei division published intelligent Router products. Zhou has said that the next 360 will also be announced more hardware, will continue this cooperation with professional hardware manufacturers model.

A series of investment behind, and light media joint venture video company, is regarded as 360 of the ecological content of the lesson, and investment cool, Lei branch and other hardware vendors, is to find more mobile portal, layout mobile ecology.

One of the business logic, Zhou recently said, 360 the principle of doing things is "something, there is not", in the field of intelligent hardware, not from scratch, but to let professional people do professional things, so as to complement each other, to achieve a win. Specifically, 360 is to help traditional manufacturers to achieve faster: product technology Internet, user experience Internet, business model of Internet and marketing of Internet.

On the other side, Mingzhu is increasingly embracing the Internet. Previously, she said in an interview with reporters, will be in a year to give people a bright smart home products.

However, long-term tracking the trend of intelligent home, Wuhan University of Information and Mechanical and Electrical Research Institute of the dean of the "First financial daily" reporter analysis that 360 and Gree direct cooperation, but also poor "heat." In his view, 360 has an advantage over network security software and user groups, but its mobile terminals are not strong. If 360 and gree cooperate, they are still a carrier between the two, but also need a third party, perhaps a smart user terminal.

Will this smart user terminal be a cool big God phone, 360 smart router, or something? It is still a suspense.