For the traditional business tycoons, it is inevitable to expand new consumption scenarios in the case of low growth in 3C, clothing and other large consumer sectors. This includes the entry of traditional business tycoons to cross-border e-commerce, O2O and Internet providers.

先談跨境電商，雖然巨頭們這一年來美國(guó)館、歐洲館、澳洲管等建了不少，但跨境電商的消費(fèi)品類更多是對(duì)傳統(tǒng)電商的補(bǔ)充，滿足了消費(fèi)者“獵奇’的心態(tài)，且受制于物流、價(jià)格等因素，其并沒有形成穩(wěn)定而長(zhǎng)期的消費(fèi)群體;再談O2O，阿里巴巴重建口碑、京東推出京東到家，這都表明傳統(tǒng)電商巨頭對(duì)O2O領(lǐng)域的重視，但美團(tuán)、58等具有天生O2O烙印的公司已經(jīng)建立起了相當(dāng)深厚的護(hù)城河，阿里、京東在O2O領(lǐng)域占有一席之地可以，但像傳統(tǒng)電商般近似壟斷幾無可能;而反觀互聯(lián)網(wǎng)商超，這個(gè)市場(chǎng)規(guī)模及消費(fèi)頻次遠(yuǎn)高于3C、服裝消費(fèi)的領(lǐng)域之前并沒有特別重量級(jí)的玩家，且其對(duì)物流、資金等要求極高，所以自然就成了巨頭的新獵物，稱之為電商第二戰(zhàn)場(chǎng)并不為過。

Ali launched the Tmall supermarket in 2012 to enter the super field of the Internet business, but at that time it remained a supplement to the commodity category as a link of the platform strategy. The official did not pay much attention to it. For example, as a fast selling product, the business super logistics still needs several days to deliver goods as well as other commodities on Taobao platform.

It also expanded the category of fast moving products very early, and maintained its leading position with its consistent advantages in logistics.

In the past year, the two have new moves. Ali tried to make up for the short board in the logistics through the linkage with the rookie network. The rookie was once criticized for being crazy to take the land. At the same time, Tmall supermarket also adopted the self run mode to control the product control.

Jingdong, in addition to continuing its advantages in self run and logistics, has integrated O2O and Shang Chao through Jingdong at the mobile end, and has used more refined application strategies to promote Internet users' penetration.

Not surprisingly, Jingdong and Alibaba have stepped up the Internet business this year.

At the end of July, Tmall supermarket announced that 1 billion subsidized the Beijing market, and joined the rookie network to upgrade its logistics and distribution services. This is the largest promotion since the establishment of Tmall supermarket channel in 2012, and soon August 7th.

It announced the cooperation of 4 billion 300 million shares in Yonghui supermarket, and at the same time, Jingdong came to the home to layout the business super field earlier.

That is to say, the two giants of e-commerce in China have begun to exert themselves in the Internet business super field. With the fall of enterprises such as shop No. 1, Internet providers must be Jingdong in this field.

If we divide up, then why do the two parties work hard again in this field? What are the advantages and weaknesses of the two?

Therefore, Jingdong and Ali choose different paths at different stages, which determine the current competitive situation of both sides.

For Ali, Taobao's huge traffic entry is its advantage, but the logistics and quality control caused by the open platform strategy is its disadvantage. So the strategy of Tmall supermarket and rookie network has increased the composition of self run and self built logistics. Although the official said this development strategy is a line of urban self built, two or three line city cloud, so as to achieve maximum efficiency.

And back to Jingdong, has maintained its advantages in warehousing, distribution and other logistics, as well as the advantages of proprietary commodities in quality control. This advantage has won fame for Jingdong in the field of 3C, and is not a problem in the field of fast consumption. 3C can play this big guy, let alone food and drink gadgets.

At the same time, the launch of Jingdong is a sign of Jingdong's new understanding of the Internet business super domain, that is, Internet vendors are very similar to O2O in the consumer scenario, and can make differentiated development through vertical operation and traditional e-commerce.

As a result, we can see from Ali and Jingdong in the Internet business super investment, Ali in the operation strategy is to Jingdong, and this "learning" is obviously not the first time.