Alibaba Invest In New Logic For Big Data.

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< p > it is learnt that Alibaba group will hold an initial public offering (IPO) meeting in Hongkong in March 25th. At the meeting, Alibaba will discuss with the six leading banks, lawyers and other professionals such as Citigroup, JP Morgan and other professionals about their role and overall plan in IPO.

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10 analysts surveyed by Bloomberg in February 2014 P estimate that Alibaba's market capitalization is about $153 billion.

Prior to that, Alibaba bought 20% of its shares from its hands, at a trading price of 35 billion dollars at that time.

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The final listing of Alibaba P has finally got a clear answer. Now the Alibaba is not just holding Taobao, Tmall's traditional electricity supplier, its investment tentacles have extended to every corner of our life.

What is the investment logic of Alibaba in this series of stock purchase, acquisition and cooperation? What is the most important part of the investment? < /p >

< p > < strong > all for big data < /strong > /p >

Less than p days ago, Alibaba and the United States signed a strategic cooperation agreement at a press conference. The two sides announced that since 2013, the United States has applied IOT technology in all the new products of inverter air conditioning, and plans to convert more than 50% of the air conditioners into Internet in three years.

Alibaba group CTO Wang Jian said that this cooperation is just like the first online website in China, which is a big step forward for the smart home industry.

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< p > actually, this is not the first time that Alibaba has become associated with home appliances.

In September 10, 2013, Alibaba jointly launched Internet TV with SKYWORTH digital.

In December 9, 2013, Alibaba group also injected HK $2 billion 822 million into Haier Group subsidiary Haier electric.

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< p > a PE who has been involved in Alibaba investment by Shanghai has told the twenty-first Century business reporter: "in addition to grabbing the smart living room, Alibaba hopes to touch on the hot Internet of things smart appliances. Ali is not looking at air-conditioners, fridges and so on. Instead, he takes a look at his habits and data collection, what you eat today and what he eats too much. I can recommend what you buy according to the data, and know your consumption habits through the big data system.

We can also notice that Ali cloud is playing an increasingly important role in many cooperation. "

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< p > as early as 2004, Alibaba has set up Ali software research and development center. After September 2009, Ali cloud was founded by original Ali software, Alibaba Group R & D institute and B2B and Taobao's bottom technology team. The goal is to build a data centric first cloud computing service platform.

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At the same time, with the Alibaba group strategy changing from "big Taobao" to "Big Ali" in June 2011, the Alibaba group will serve its customers, merchants, manufacturing industry chain, integrating cloud computing services such as information flow, logistics, payment, wireless and data sharing services. P

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< p > "in fact, in a series of gradual changes, two principles, data and payments will be grasped. In fact, I will know what you have done in the past and what you want later.

The money is in my pocket. "

The PE said.

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Prior to "P", Alibaba group is still making an issue around Taobao, and now Alibaba group wants more data and payment.

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< p > March 18th, at the Alibaba forum of 100 Century lecture hall, the importance of Ali cloud and Alipay can be seen from his speech: "I hope to respect technology and love technology, and only create social value is good technology."

I hope to make technology full of vitality and data with soul.

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"P" and for the dispute between quick taxi and didi taxi subsidy, Ma Yun also said: "I started to pay attention to the taxi software on micro-blog. At that time, it was hot. I didn't figure out which one was ours. I asked myself if it was very good, so that people could understand mobile payment."

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< p > at the same time, for Alipay's two-dimensional code, which has been stopped by the central bank, Alipay said it was supplementing the relevant documents. According to the information learned by the twenty-first Century economic report, many department stores and convenience stores can still pay for the two-dimensional code directly.

The same halt means that it is communicating with regulators on suspending financial services.

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< p > < strong > GAO de connection O2O < /strong > /p >

< p > when the economic news reporter asked about the Alibaba group's investments in the past, which was the most important, Gu Jianbing, director of public relations of Alibaba group, said, "which is very important."

As for the choice of the bid, he said that all of them were aimed at improving the ecosystem construction of Alibaba better.

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< p > however, in the view of the above PE people, the acquisition of the High German map is the most important part: "with the rise of mobile Internet, more and more young people will use mobile phones when shopping, and how to make use of Alipay in daily shopping and payment. This is one of Ali's most wanted solutions, and the fast taxi subsidy is also meant to make users pay the path dependence."

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< p > May 2013, Ma Yun and Gao de CEO Cheng talked about an hour from Wu Mi, leaving the last night before leaving office. He made the last chess piece on the capital for the high moral map, and bought 28% of the High German software (Nasdaq:AMAP) for 294 million dollars.

In February 2014, Ali repurchased the remaining shares of Gould software with $1 billion 45 million in cash.

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< p > why Gu Jianbing spent so much money buying high German and the communication process behind him, Gu Jianbing said: "the acquisition is not yet completed. According to the relevant provisions of the US, the details can not be disclosed."

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< p > this is really a last resort for PE people.

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Prior to joining P, Alibaba's strategic investment department has long tracked and invested in the map industry.

Around 2010, Ali had injected millions of money into map maker Yi Tong Tong, and launched related Taobao products, but the response was not satisfactory.

Now, though it continues, the target customers are still pre loading the brand cars.

Beijing industry and Commerce Bureau data show that Yi Tong Tong registered capital of 60 million, Hangzhou Ali venture capital company contributed 24 million, the second largest shareholder.

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< p > the same investment has also appeared on the word of mouth network.

The Alibaba completed its acquisition of word of mouth network in October 2006, thus stepping into the field of classified information.

The word of mouth network was founded in 2004 to localize "eat, live, play" life community website.

The intention is to compete with the public comment network.

In August 2009, Alibaba announced that under the strategy of big Taobao, word of mouth network was injected into Taobao network, and the location of word-of-mouth network was pformed from life information to e-commerce information service platform.

The word of mouth network was defeated.

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< p > the above PE personage said: "investment in Yi Tong Tong and word-of-mouth network is a failure. After that, Ali invested in the entry platform of the United States, the Tintin net and other living platform platforms in order to resist the public comment network, and the final map of the map is on the high German body."

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< p > in addition to Alibaba's takeover impulse, Gao de map has to embrace Ali thighs in the face of map challenges.

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In 2012, Baidu map began to exert its strength, and in October of that year, the map was divided into LBS business unit, and map was taken as Baidu's strategic grade product.

Baidu map market has climbed rapidly.

In August 2013, Baidu map navigation was announced free of charge, and pushed the map of Gao De to the corner.

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After P announced Baidu free, he also announced that maps, including navigation, were also free.

The result of free is the quick change of Gao de financial report.

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< p > Gould reported in the three quarter of 2013 that net loss amounted to US $4 million 400 thousand, compared with net profit of 12 million 800 thousand US dollars in 2012.

The fourth quarter 2013 reported a net loss of $28 million 200 thousand, compared with a net profit of $8 million 700 thousand in the same period last year.

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< p > Alibaba will establish a solid data base for O2O after establishing the largest POI database in China through the High German map.

As Wu Qian, director of the O2O group of Alibaba group, said, "based on the precise push of geographical location, the benefits and activities nearby can be pushed to users.

In the future, mobile services based on LBS will be able to cover all aspects of society, livelihood and industry from intelligent travel, intelligent medical treatment to intelligent education.

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< p > the above PE personage said: "you may think that this is a simple story of map entry, but if the data and payment behind Ali are supported, it will have different effects."

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< p > map is really the most important part of the mobile Internet wave? < /p >

"P >" vice president of High German software Qie Jianjun has agreed: "entity businesses and consumers need to contact the platform.

The development of the electricity supplier has greatly affected the entity store, and the entity store wants to return to the customer, and some consumers' experience must also go to the physical store.

Map as a O2O platform, it is a strong entry to business and consumers. "

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Zhang Hailong, deputy general manager of the mobile product department of "P", also said: "as a different form of traditional tool map, O2O map is regarded as an entry map.

Therefore, it is inevitable to carry a large amount of information from the resource providers. The structure of the entire map product will become more and more complex. Balancing the complexity and profitability of the product is the problem of the map product at present.

Gould is only just beginning in map life. In addition to using smart intelligence to avoid congestion, we are also promoting many new functions such as taxi, hotel, restaurant, indoor map, street view, shopping and so on.

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