Personally, I feel that Alibaba and Tencent may have a mutually beneficial relationship.
First, Alibaba has a strong quality and online shopping customer base. Alibaba Group is mainly famous for online shopping, and its Alipay was invented as a service. In the final analysis, Alibaba only has a huge online shopping team, which is Taobao. In terms of social traffic drainage, Alibaba Cloud does not have its own flagship brand.
Second, Tencent, which mainly focuses on the gaming industry and social networking, does not have its own online shopping capabilities. It has strong traffic drainage capabilities, but except for games, it does not have an online shopping team. Its name is It is true that Tencent has invested in Pinduoduo, but Pinduoduo’s reputation has always been inferior to JD.com, which mainly sells genuine products, and Taobao, which has a full range of products. Therefore, Tencent mainly focuses on games.
Third, complementary interests. Taobao has genuine Tmall and Taobao with a full range of products, but there is no way to attract traffic, while WeChat has a strong traffic drainage ability and has no other income except games. Its cooperation is a good way for it to create profits.
Fourth, regarding Alibaba’s situation, WeChat now cooperates with all mainstream shopping teams of JD.com and Pinduoduo. These groups have already joined WeChat. If Alibaba continues to insist on its own development, the decline in traffic drainage capabilities will lead to a significant decline in its products and customer traffic. This will undoubtedly be a fatal blow to Taobao, which mainly relies on traffic. After all, without customers, there is no ability to develop. Customers are socializing, and the mainstream of social networking is Tencent.
Fifth, social structure. In the current main social structure, drainage is the top priority. When your opponent joins a drainage team, if you don't join, then it is your loss. Because in business competition, you are not right or the only one, but if you can make the same choice, then you are also right. It is not like a debate. Either you are right or he is wrong. He can have a *** colleague. The result of the answer is that the combination of WeChat and Alibaba is the inevitability of social competition.