Analysis- Tencent and poles war fought Ali's about to start（分析-腾讯和波兰战争阿里# 39;s开始）.doc

1Analysis: Tencent and poles war fought Alis about to start(Research papers Download news) yesterday, a wholly-owned acquisitions Alibaba UC excellent, as were the two giants of the industry regarded as the arms race has reached a new stage. According to UC Yu Yongfu, chairman of the scene of the argument from the business concerned, You can put the whole Chinese Internet inside the blanket into two: electricity provider business, non-electric business operations, ‘In fact, we see in the electric business operations, Ali pattern, talent is still quite adequate electricity supplier in the field of non-Ali actually do. numerous layout and investment, on the lack of a starting point, a lack of traffic growth cycle in turn do, in fact, Tencent electricity supplier in the field of non-strategic depth inside is very good, the formation of a good cycle. ‘really so it? Since last year, Ali, Tencent generous investment acquisitions continues to heat up. Throughout the Alibaba investment in merger cases in 2014, Alibaba flow to cover the entrance to the main 2theme, especially for the mobile terminal entrance flow layout. Ali’s strategy of capital for time in the year further. Experiencing high moral map based O2O layout location services, Sina bogey on the mobile portal layout social media, number of Chinese media on the entrance parlor end of the competition, as well as Youku potatoes preemptive flow entrance in the video field, Alibaba moving end Entrance layout gradually improve, but the lack of a stable and sustainable big entrance. As the mobile Internet market is the most important traffic depressions, mobile browser is undoubtedly an important channel for BAT realized. This acquisition, directed Tencent currently occupy the market share of the first mobile browser. ‘Ali is the first investment features to test the water, then a wholly-owned acquisitions, High German, UC is a typical representative.’ A source close to Ali told reporters in the capital who, from logic, the next Ali, a wholly owned video site is not acquired is not possible. In the above view, Ali massive mergers and acquisitions, on the one hand improve the Alibaba 3business and eco-system, but also enrich the story listed on Alibaba, enhance confidence in the capital market for Ali. By contrast, this year, Tencent words from ‘buy’ into a ‘stake’, whether it is public comment, Jingdong, or Korean gaming giant CJ E & M, Tencent have no control over the pursuit, and even appeared related to their Reverse inject assets into shares in the enterprise situation, such as: electricity provider Tencent business and Jingdong integration. Up to now, only from the part of the layout of the mobile Internet, the business landscape in both, the search has been represented in UC and mobile browser business group, respectively, Paypal payment instruments wallets, micro-channel payment; mapping platform respectively have high moral map, Tencent map. In the mobile IM / social networking platform, Tencent micro-channel thriving; Ali Sina Weibo holdings, shares overseas IM tool Tango; in screen field, Tencent Tencent has its own video, and Ali is heavily stake Youku potatoes. This year, Ali also create a gaming platform, trying to 4‘source’ to Tencent pressure; course, basically give up electricity provider Tencent B2C business, Jingdong switch that enable reached Ali hinterland. O2O for layout compete in this emerging field, both more intense, Tencent shares of public comment, Ali behind the U.S. Mission Network, and launched its own Amoy little when Ali stake in Intime mall, convenience stores United States to better delineate other partners Tencent also Wangfujing Department Store, New World Department Store and other cooperate. Recently, the micro-channel micro shop plans to reposition itself, and Ali then launched the ‘scan code’ marketing. . ‘Ali and Tencent enclosure movement basically come to an end’ IBM senior strategic analyst Wang Qi believes that with no boundaries of the Internet ecosystem, in order to establish a sound ecosystem, increasing penetration of both coincide; do social cross-border electricity supplier, to pay; do another electricity supplier to do social, search giant continued to penetrate into each other’s business areas, the collision will also be more direct and frequent. 5Chang Ai Media CEO then told this reporter bluntly: Foreign Internet giants have their own ambitions for the future, a more differentiated compared to the competition, the domestic Internet companies homogeneous competition severe, we are staring at the entrance to the mobile Internet. company, strong smell of gunpowder. ‘Domestic companies buy business layout, color science fiction foreign companies to buy blueprint.’ In its view, the domestic capital market and legal environment limitations, resulting in the acquisition of giants desperate to consolidate their market, rather than standing on the perspective of innovation. Wang Qi believes 。