Ma Huateng Holdings Jingdong Shares To Fight For Ali To Buy Chips?

In the early December, JD.COM After announcing that the old shareholders would sell some of their shares, many people were waiting for the Jingdong to sell stocks in a frenzy of several major shareholders. Tencent did not want to spend about $150 million on the $1/3 share in Jingdong's new offering, which led to a 8.83% rise in Jingdong's share price.

For such a violation of common sense, people are not surprised but they take it for granted. At that time, Tencent holdings of Jingdong shares increased from 150 million to 18% when the US $17.6% holdings increased. In addition to stock ownership, Tencent's support for Jingdong far exceeds the responsibility of a shareholder. More recently, it has been revealed that Tencent has been regarded as the son of Tencent. It has been packaged and sold to Jingdong. However, WeChat and Q have also opened up a unique mobile business portal for Jingdong. So what is the real purpose of Tencent?

A data let pony Alarmed, the Jingdong was drawn to fight against Ali.

After the double eleven, unlike Jingdong's low profile and no public data, Ali announced the brilliant achievements of the shopping carnival. In Ali's "double 11" 57 billion 100 million turnover, 30% came from Taobao mobile, UV reached 119 million; last year double 11, hand washing accounted for only 14%; as of now, mobile phone Taobao has an average daily activity of over 80 million users. Plus mobile phone Tmall sales, Ali mobile terminal turnover accounted for 40% has been up and down.

In a year, the proportion of mobile phone Taobao has more than doubled. Although Ali's performance in the mobile business field is not as good as expected from the outside world, the naked real data is also distributed to the outside world. Although the transformation of Ali mobile business is not a victory, it is unquestionable that the status of the industry leader can be secured. This is a very bad news for Ma Huateng. Today's Tencent has also entered the bottleneck of growth. In the field of gaming, it has realized the development of China's game market by relying on the huge QQ users. Electronic Commerce It is Ma Huateng who can not get around, but the smell of e-commerce is Ma Huateng's eternal pain.

Looking at the advent of the mobile Internet era, the chance of overtaking corners has come, but the pat and Yi Xun of their own hands are obviously too disinclined to win. Hundreds of millions of traffic importing have failed to afford them. Therefore, it is not surprising to add Jingdong shares above. Today, the growth rate of Ali mobile terminal is extremely fast. Ma Huateng, who sits on hundreds of millions of WeChat users, is watching the big cake of mobile electricity supplier. At this time, Jingdong has become Ma Huateng's life-saving straw.

For Ma Huateng, a big Tencent must have a decisive battle with the other two giants of the three giants, Ali and Baidu. But Baidu is taking the technical route, and the technical line needs to work for a long time. Obviously, there is no advantage in this field with Baidu. But Ali's business model, which also relies on flow realisation and making money, is the same way. As long as both sides want to continue to grow big, decisive battle is inevitable. In particular, the mobile phone Taobao only relies on 80 million active users to hand in double eleven for a day and the turnover can reach 17 billion 100 million. How can we not let Ma Huateng be jealous? It is imperative to introduce Jingdong, open WeChat, hand Q, and fight Ali.

Mobile terminal decisive battle Ali, Liu Qiangdongcheng decisive factor

In a short span of a few years, from Zhongguancun, Jingdong will become China's only electricity supplier after Ali. Liu Qiangdong's strength can not be underestimated. Moreover, such a hero will certainly not be easy to live in. Under the strategy of Ma Huateng's defeat of Cao, Liu Qiangdong's attitude became the decisive factor of the whole chess game. As for Jingdong, which is no longer short of money, it is still more likely to impress Liu Qiangdong with the choice of autonomy and traffic.

Today, Ma Huateng has thoroughly opened the door to Jingdong for WeChat, not only opening an entry to Jingdong in the limited entrance of WeChat, but also greatly supports the flow diversion of PC terminal and hand Q. But just as Liu Qiangdong did not rest assured of Tencent control, Ma Huateng was afraid of raising a tiger. Liu Qiangdong, who is well versed in the way of capital operation, despite several times of huge financing, although individual stock holdings have been diluted many times, they still firmly control the power of Jingdong. Jingdong and Tencent at that time are quite similar to Ali and YAHOO at that time.

But Tencent dare to let go of the portal and let Jingdong do whatever it wants to do on its WeChat and Q sites. In addition to being a shareholder of Jingdong, the biggest ambition is to kill in the half of Ali River crossing. If you can successfully block Ali in the field of mobile business, or even two points, the strategic significance of Tencent is several easy to fast and patting can not be changed.

But then, in the delicate relationship between Tencent and Ali, trust is very important. But in a business environment, such trust is not easy. As the upper reaches of the flow, Tencent seems to be afraid of raising a tiger. Instead, under the great pressure of absolute control, Liu Qiangdong will not fully cooperate with Ma Huateng's strategy of blocking Ali. For Liu Qiangdong, money is only a matter of time, but for Ma Huateng, time is the decisive factor in deciding whether Tencent can overtake in the mobile Internet age.

Hand Q and WeChat conversion rate in Jingdong mobile terminal orders are not optimistic.

Last month, Jingdong announced its third quarter earnings report, which announced that 30% of Jingdong's third quarter orders came from mobile terminals, while the proportion of double eleven was 40%. Although this data is similar to Ali on the surface, but the gap between the two as a whole, the development of Jingdong seems not optimistic.

What is more optimistic is that, according to Jingdong mall CEO Shen Haoyu's reply, Jingdong's total orders in the three quarter of the mobile terminal account for 30% and 40% of the total proportion, including the orders from mobile QQ and WeChat. As for the proportion of the mobile terminal orders from Jingdong application and Tencent channel, the external reply is not convenient to announce. It is obvious that most of the mobile terminal orders are from the mobile phone application, and the conversion rate of hand Q and WeChat is definitely limited in the mobile terminal order.

At this juncture, on November 19th -24, Jingdong open platform joined Jingdong WeChat shopping, and held three "Jingdong micro shop training sessions" in Shenzhen, Hangzhou and Beijing for thousands of businesses. At the meeting, Jingdong released and introduced Jingdong's "1+3" advertising subsidy policy in support of third party businesses, that is, Jingdong will support businesses to carry out micro shop marketing with wireless advertising exclusive subsidy, multi platform traffic or heavy advertising combination.

This shows that Jingdong has begun to tap the user power in WeChat, and the so-called preferential policy of advertising subsidy is probably a strategic mode of people's war. Mobilize every WeChat user to help Jingdong develop on WeChat platform, but can it restore the scene of hundreds of millions of troops that opened Taobao's all electric business?

Now, nothing is certain. The only thing that is certain is that Tencent and Ali will have a war in the mobile world in the future. In contrast, WeChat blocked the fast red packets the other day, and micro-blog blocked the WeChat public number. Today, Liu Qiangdong and Ma Huateng are like Sun Quan and Liu Bei in the battle of Chibi. They finally joined hands to win the battle against Cao, or failed. I am afraid that the decisive factor in Liu Qiangdong's ambition is to consider whether he wants to close the door to be a king of mountains or give up part of his power to cooperate with Tencent to block Ali.