Analysis Of Tencent'S Electricity Supplier Layout

< p > although a href= "http://www.91se91.com/news/index_c.asp" > Tencent < /a > CEO Ma Huateng was absent from the national "two sessions" because of the old lumbar spine, but it did not obstruct the Tencent Inc led by him to complete a shock investment in the industry.

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< p > yesterday, Tencent and Jingdong mall jointly announced a strategic alliance.

Tencent shares about 15% of Jingdong's shares, and subscribe for 5% of the shares in the latter's listing, thus becoming an important shareholder and strategic partner of Jingdong.

At the cost, Tencent's QQ online shopping and patting electronic business departments and distribution teams will be integrated into Jingdong. Tencent will also sell a minority stake in Yi soon network and give Jingdong the right to buy the remaining equity of Yi soon network.

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< p > at present, the battle between the Internet giants in the mobile terminal is becoming more frequent. With the strong combination of Tencent and Jingdong, Tencent's strategy of mobile e-commerce gradually emerges, that is, no longer all businesses do their own business, but join hands with other enterprises to build up the mobile ecosystem of the big and strong Tencent.

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< p > < strong > easy to maintain independent operation < /strong > < /p >

< p > compared with the previous version of the shares that will be pferred to Jingdong, including the pfer of e-commerce assets including Yi and Xun, the change of formal cooperation scheme is mainly due to Tencent's success in its own hands.

According to Tencent, after the end of this paction, Yi soon is still under the banner of Tencent's e-commerce business, and will maintain its independent development. Its account system will not merge with Jingdong, and will continue to maintain its characteristics of "lightning service".

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< p > from the information disclosed at present, before the delivery of the share subscription agreement, the Tencent electricity supplier (Shenzhen Tencent Electronic Commerce Information Technology Co., Ltd., which is a subsidiary company of Tencent group) holds the registered capital of Yi Xun 9.9%, while the Tencent electricity supplier sells it to the paction in this paction, and Yi Xun Zi Yi Xun logistics will also be sold to the company, at least holding 10% of Yi Xun.

In the future, Jingdong has the right to continue to acquire the remaining equity of Yi soon.

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< p > to retain the fast and fast brand is a very good move for Tencent and Jingdong.

For Jingdong, Tencent e-commerce logistics is basically built around the logistics of fast and fast e-commerce. In other words, the most important assets of fast and fast have been incorporated into Jingdong.

At the same time, Yi soon and Jingdong are very similar in main business and business structure. How to integrate will be a big problem.

The acquisition of a small number of shares, and then the priority of acquisition rights based on business needs, undoubtedly allows the two sides to provide sufficient time to integrate.

Some people in the industry believe that Yi Xun may relocate in the Tencent's entire electricity supplier system, which may focus on digital positioning while Jingdong will continue to expand to the larger platform.

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< p > for Tencent, the business of electronic business is not profitable, especially in terms of physical electricity providers. It is also involved in logistics, warehousing and other "heavy assets". A lot of investment may still be faced with losses.

The package of valuable business to Jingdong is undoubtedly a big burden.

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< p > < strong > Jingdong gets mobile access < /strong > /p >

< p > Tencent only used 214 million US dollars in cash plus QQ online shopping, pat net and a small number of easy fast equity and easy future preemption to exchange for Jingdong's 15% share. It seems that Jingdong has made a losing sale.

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< p > as part of the paction, Tencent will provide Jingdong with the first level entry location of WeChat and mobile QQ clients and support from other major platforms to help develop Jingdong in the field of physical electricity providers. The two sides will also cooperate in online payment services to enhance the online shopping experience of customers.

After Tencent subscribed to the public comment network, the public comment network opened its exclusive entry to WeChat's "bank card", which means that users may also find the entry of Jingdong in WeChat in the future.

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< p > Xiang Ligang, President of the flying elephant network, believes that for Jingdong, though it has been very powerful on the electronic business platform, there is basically no access to mobile and social networking. Access to WeChat and mobile QQ clients will bring great impetus to its business.

Correspondingly, for Tencent, cooperation with Jingdong can drive the development of WeChat payment.

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Less than P, and more importantly, Tencent's investment to Jingdong's IPO also increased chips.

Earlier, there was news that Jingdong's pre road show was in a cold spell, and many exchanges with investors in the United States did not achieve the desired results.

Analysts said that Tencent shares, so that Jingdong business has greater imagination, is expected to push up the valuation of Jingdong.

Gong Wenxiang, the founder of the electric shock network, predicted that Jingdong IPO would take advantage of the Tencent concept, or increase its value by 30%.

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< p > < strong > pattern change < /strong > < /p >

< p > < strong > electric business oligarchs compete for enclosure, close combat. < /strong > < /p >

The combination of < p > Tencent, < a href= "http://www.91se91.com/news/index_s.asp" > Jingdong < /a > will bring great changes to the entire electricity supplier industry and even the whole domestic Internet pattern besides the good development of Jingdong.

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< p > according to the data of Analysys, in the second quarter of 2013, the market share of Tmall, Jingdong, QQ online shopping and easy fast network were 48.9%, 18%, 3.3% and 1.9% respectively.

Jingdong's share of Tencent + Jingdong will reach 23.2%, close to half of Tmall, and firmly occupy the second place in the market.

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< p > Tencent starts from social networking, Alibaba relies on trading platform to become bigger and bigger.

Today, Tencent intends to make up "platform" short legs by stock search, public comment, Jingdong, etc. Alibaba is trying to find a mobile ticket for its mobile entrance. It is very hard to invest in Sina micro-blog and UC to acquire high German.

Since 2000, the Internet market has been filled with smoke. In addition to the hidden battle between the balance treasure and CAITONG, "two horses" are supporting fast and didi two taxi software burning money enclosure.

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"P", like Jingdong, Ali is now also sprinting the IPO stage, now Ali pay is not high price, on the one hand, Ali's valuation is affected.

On the other hand, Jingdong is expected to shake Taobao Tmall after gaining traffic and mobile access, while Tencent will focus its attention on mobile providers by 100%, which is more conducive to competing with ALI for the O2O market.

As a result, Ali, who is also in two battlefields, may have to face the situation of double line operations.

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< p > of course, there is also a Baidu that can not be ignored.

Baidu bought 91 wireless, glutinous rice net, PPS and other companies last year, and earlier Baidu invested in Qijia network, Anju, and where to go.

In the past weekend, Baidu Nuomi spent 100 million yuan on the activities of "we are always girls - Baidu Nuomi 3. 7 girls' Day favors the National Girls" activities. With the integration of online and offline, the success of Ali's "women's Day" campaign was successfully captured.

In the "two horse" fierce battle at the same time, holding the search flow and LBS layout of Baidu, always have the ability to change the war situation.

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< p > three giants are building their own Internet empire, and the arms race between them is becoming more and more intense.

Analysts believe that the future of Baidu, Alibaba, Tencent and other Internet giant companies will become increasingly large, the logic of evolution is from the beginning of a certain area to enter the market, to around their own users' sticky needs to launch their own related services.

With the increasing number of users, the new commercial empire will eventually be constructed by directly reaching users and meeting the needs of users.

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< p > < strong > industry observation < /strong > < /p >

< p > < strong > Tencent is trying to build a mobile business circle < /strong > /p >

< p > from last September, Tencent strategic stake in Sogou, to the public comment in February this year, and then make a big stake in Jingdong, careful people can observe that Tencent's thinking has changed greatly, that is, no longer all businesses do their own business, but to join hands with other enterprises to grow bigger and stronger.

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< p > Tencent's strategic investment style has begun to turn into a non controlling power. What is the logic of it? Insiders point out that the root cause is the upgrading of competition among the top Internet giants, so that BAT (Baidu, Ali, Tencent) has no patience with the speed of its own business growth.

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< p > Tencent also admits that no enterprise can do everything in one's own way. It has done very well in all very different fields, and has served all users well, and Tencent is no exception.

Tencent believes that Sogou, public comment and Jingdong are outstanding leaders in their respective fields and have the advantages and resources that Tencent does not have.

The ultimate goal of Tencent investment is not to "control", but to cooperate with many excellent enterprises to better serve users, thereby enhancing market competitiveness in this field.

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< p > > a href= "http://www.91se91.com" > electric business < /a > analyst Lu Zhenwang said that Tencent investing in public comment and Jingdong is hoping to run against time and build a rich O2O ecosystem in a short time to catch up with ALI.

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Ma Huateng also revealed this idea in his mail to all the staff yesterday. He said he would continue to participate in the fast-growing physical electricity business through in-depth cooperation with Jingdong, and vigorously develop the payment platform. P

This sentence is followed by a more important layout of Tencent: efforts to build mobile business circles, including the continued operation of virtual commodity e-commerce business, and the layout of life services O2O business.

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