On the morning of 10, tencent Issued a notice to acquire 15% of Jingdong's shares. At the cost, Tencent will pay $214 million and incorporate Tencent digital, Tencent electric providers, Tencent Guangzhou and Yi Xun logistics four companies. Industry insiders exclaim, the traditional electric business and mobile electronic business this big move, will change the domestic electricity supplier pattern!

Tencent and Jingdong joined hands to fight Ali. Because Alibaba is their common opponent. Lu Zhenwang, an e-commerce observer, believes that Tencent and Jingdong hand in hand means the beginning of a new round of integration of the electricity supplier pattern. Tencent and Jingdong will take what they need from the transaction. For the Tencent, the frequency of WeChat payment will be greatly improved. Because Jingdong has annual trading frequency of more than 200 million times, this year is expected to reach 300 million, which will play a greater role in promoting Tencent WeChat payment. In Jingdong, Tencent's traffic will be directly imported into Jingdong, which will directly bring traffic support to Jingdong. In addition, previous easy to fast and QQ online shopping are relatively immature, and after integrating into Jingdong, Jingdong can try to build an open platform with QQ online shopping.

For this incident, Ali and Suning remain silent. Electricity supplier observer Gong Wenxiang released micro-blog said, on the one hand, Chinese electricity providers will become Ali and Tencent + Jingdong duopoly situation; on the other hand, the mobile phone business will also change the pattern, WeChat to Jingdong entry, means will directly compete with mobile Taobao.

Since last year, Alibaba and Tencent have launched open confrontation in mobile social networking, mobile payments, games, O2O, or On-line To Offline, allowing online to become the front-end of offline transactions. Ali attacks mobile social networking and games, directly threatens the core of Tencent; Tencent uses backhand to force WeChat to pay, attacking Ali's core asset Alipay. In addition, the Tencent intends to support other electricity providers, including public comment, Taobao's life in life service, WeChat's flash purchase to vip.com, and directly threatens Tmall, which is dominated by clothing. The Tencent shares Jingdong, all kinds of combined boxing are directed towards Ali, intended to weaken Ali, for Ali listing obstacles.

Zhang Yanning, deputy director of Nanjing Business Bureau, thinks that Ali is in the short term. Online retailers And the advantage of the payment area is still obvious. Ali occupies nearly 80% of China's electricity supplier turnover. Therefore, it is hard to say that Jingdong + Tencent will have a fatal impact on Ali in the short term. However, Ali is not "finding a match with binoculars". For example, in the field of 3C appliances, Jingdong has been far ahead of Ali. 85% of Jingdong's sales last year came from 3C, while Suning is also becoming an important force in the 3C business. In the department store, Ali's competitors include not only Suning, Jingdong, but also 1. Recently, No. 1 store and Dangdang network have entered each other's platform, and it is also an important competitive force.

The electricity supplier magnates the vertical and horizontal connection, is intriguing. Wu Fuxiang, a professor of industrial economics at Nanjing University business school, suggests that Jiangsu's electricity providers should also consider joining such a coalition. "The cooperation between Jingdong and Tencent is a good way to make use of each other's customer resources and to cater to the current consumption trend." He analyzed that Jingdong's online shopping mall is stable, Tencent has more user resources and convenient mobile payment means, and the two provide more choices for consumers. At present, the customers of e-commerce are mainly network users. Jingdong, as a traditional electricity supplier and Tencent, is also considering the consumption trend of mobile payment. Although the prospects and specific circumstances of the two cooperation remain to be seen, the two sides have once again raised awareness and expanded customer resources.

Tencent's stake in Jingdong is also an important symbol of WeChat's realisation and a real start for WeChat. Of course, this also means that WeChat is transforming. The so-called "media platform" has been abandoned and the service platform has become clearer. For consumers, WeChat will become a platform for mobile Internet shopping and mobile O2O, and WeChat can also buy things from Jingdong. Tencent and Jingdong will further stimulate Ali's sense of crisis. The two sides are fighting for mobile payment terminals, and "38 treats" may happen again.

"At present, the competition of electric business is chaotic, new means and new formats emerge one after another. Too large business operators, business entities over joint, will encounter monopoly problem. If it is a legitimate business, of course, no problem, but monopoly will have a negative impact. No matter whether the electricity supplier is fighting against each other or cooperate with each other, they should be responsible to consumers and not coerce consumers into it. Song Linfei, director of the provincial government Counselor's office, is more concerned about the interests of consumers.

Management departments should first release water and then build embankments. The electricity supplier must develop, but there will always be a price in the process. Now the electricity supplier's action is dazzling, like the previous balance treasure and taxi software, when the launch of the relevant departments did not dare to immediately introduce policies and norms, but must be closely monitored, inappropriate behavior should be modified in time, or even stopped. He believes that the electricity supplier industry in Jiangsu is Consumer Many enterprises use less, and consumers and enterprises should not follow suit blindly. We need to consider whether the competition of electric business is more convenient or more risky for consumers. Consumers should pay attention to the benefits and risks in the short term. When investing in enterprises, they should also pay more attention to online and offline interaction and improve their services to consumers.