< p > in the field of O2O, the confrontation between Zhejiang businessmen and southern school has quietly started, with different ideas and different models. Who will be the pioneer of the whole channel retailing? < /p >

< p > < strong > Tencent industry chain < /strong > /p >

P and Ali have been different from the traditional retailers at the commercial level. Before the strategic investment in Hua Nan City, Tencent is almost a complete virtual kingdom. Only the electricity supplier and the payment will be associated with the real business.

At that time Tencent was taking WeChat as a breakthrough to attack the line, using Tencent's electricity supplier CEO Wu Xiaoguang's words, hoping to let the virtual reality into reality.

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< p > may be the low-key tone of the southern school entrepreneurs. Southern China City hardly heard any scandal before accepting Tencent's stake. The headquarters and Shenzhen are the most direct links between the two.

According to the cooperation announcement between Tencent and Southern China City, the two parties will cooperate in the following five aspects: online trading platform, O2O retail service experience, online flash buying business, online payment business and warehousing logistics cooperation. Besides the first one for pure virtual business, the other four can be regarded as the integration of online and offline.

At that time, Liu Chiping, President of Tencent, evaluated the paction as follows: "this cooperation with Southern China can give full play to the strongholds and logistics advantages of Southern China City, as well as the huge user groups and technical strength of Tencent, and jointly promote the utilization of online processing services by these enterprises."

This also reflects the idea of Tencent in the field of O2O after investing in Southern China City, that is, based on Tencent's massive users, to create an industrial chain that includes online pactions, flash buying businesses, mobile payment and warehousing logistics. Tencent and Southern China city become the foundation of the industrial chain together and participate in the operation of the industrial chain as a main body.

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< p > Rui Yong (Shanghai) enterprise Cci Capital Ltd CEO believes that in the way of O2O, Tencent has the same train of thought with the Jingdong who later became a shareholder in CEO.

"All two want more links, including logistics and supply chain."

When Tencent e-commerce is integrated into Jingdong, the O2O style of this "strong supply chain" will be extended and strengthened.

However, some people in the industry believe that O2O, which is highly dependent on WeChat, is hard to embark on the "strong supply chain" road. "Compared with other companies' O2O mode, WeChat's O2O pays more attention to marketing and payment, but lacks the control of intermediate links."

How to make the Jingdong O2O of strong supply chain connect with Southern China city and make rational use of WeChat will decide the direction of Tencent's O2O industry chain.

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< p > < strong > Ali ecosphere < /strong > /p >

< p > compared with the cooperation between Tencent and Southern China City, Alibaba's hand in hand with Yintai business is not so surprising.

Since last October, Ali and Yintai began to cooperate in O2O marketing and have a strong foundation for marriage.

Liao Bin, a former Yintai business group CIO and Yintai network CEO, believes that this foundation is not only related to two private bosses who are the same as the leaders of Zhejiang businessmen, but also more importantly, the two sides have already had a good foundation for cooperation in the fields of platform entry, intelligent logistics, mobile payment and O2O.

However, Liao Bin also admitted that as far as the end of last year had left Yintai, he himself had not heard of any rumors about equity participation.

Wu Ziheng believes that Ali, as an electric giant, still needs an entity to land, and Yintai has always been the best choice as a partner.

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< p > in the way of thinking, we have been used to Tencent to the left and Ali to the right.

Unlike Tencent's desire to build chains, Ali still wants to build an ecosystem in the O2O field.

Alibaba official explained that the cooperation between Ali and Yintai can be seen as two contents. First, Ali's stake in Yintai business is aimed at intensifying cooperation between Ali and Yintai enterprises. The two is Ali and Yintai commercial joint venture "new intime", hoping to create an open platform for O2O.

"This platform is a data based core infrastructure, which can solve such problems as single product search, online and offline sharing and so on. It can help Yintai help Wanda, Wangfujing and other companies.

If you use this platform, you will not have to build a whole system yourself. "

The source said.

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< p > in fact, Ali has been using "circle thinking" in building Taobao, Tmall and rookie. Ali is responsible for providing platform and environment, and formulating a series of rules. The enterprises settled in it use a series of tools provided by Ali and share traffic.

This also allows Ali's electricity supplier plate to become the most profitable and profitable mode of all scale business enterprises.

However, Ali, a PC overlord, is moving slowly at the mobile terminal. Will "new intai" become a commercial form in the future or an experiment with white mice? It depends on the results of the joint explorations of the two parties in the long run.

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< p > < strong > traditional retail is right and left. < /strong > < /p >

< p > in fact, whether a href= "//m.pmae.cn/news/index_c.asp" > Tencent < /a > and a href= "//m.pmae.cn/news/index_c.asp" > Ali "/a > how to toss, the reality is that there has not been a large-scale success case in the current domestic retail industry, and traditional retailers are still seeking more efficient and more suitable O2O Road.

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< p > Wu Ziheng thinks that from the retail point of view, Ali and Tencent have their own advantages in the O2O mode. Although Tencent has a backwardness, it is fierce, and WeChat occupies the social media heights. Jingdong O2O goes deep into the supply chain.

On the other hand, Ali's online shopping is more mature. O2O business is closely linked with Taobao, Tmall and Alipay, and has greater value for existing users.

"However, there is no question of" who to choose "for traditional retailers, because for most traditional retailers, both sides can choose.

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< p > this is indeed the case. Despite the announcement of Wangfujing's strategic cooperation with Tencent, Alipay mobile wallet can still be used for payment in the store, while the headquarters of the new world department store in Shanghai and Hongkong headquarters co operated with WeChat, but the big man still took part in the activity of "3. 8 Taobao mobile life festival". Although Yintai business accepted the investment of HK $5 billion 370 million, it still did not intend to stop the payment of WeChat in the mall.

Compared with Internet Co, traditional enterprises are more inclined to make a right choice.

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< p > a Beijing a href= "//m.pmae.cn/news/index_c.asp" > shopping center < /a > executives told reporters that compared with the electricity supplier, traditional retail as a mature format, focusing on its own business profits, service capabilities and other content, as long as consumers can use it, the mall will accept, which is also in line with the "customer first" principle of shopping malls.

Wu Ziheng believes that at present, the traditional retail market is very fragmented. It does not rule out that Ali and Tencent will invest in more physical retailers in the future, even mergers and acquisitions of some regional and small scale entity retailers, expanding their territory through mergers, and accelerating the integration of online and offline businesses.

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