When talking about China's Internet giants, the first two are Alibaba Jack Ma , and the other is Tencent Ma Huateng .
What Alibaba is best at is innovation in business models, and it follows the path of "dare to be the first in the world".
This is related to the character of Alibaba founder Jack Ma, and more to Alibaba’s corporate cultural genes.
During the years when Jack Ma was in charge of Alibaba, Alibaba was indeed unable to find an opponent with telescopes on multiple fronts. After Jack Ma retired from Alibaba, Alibaba showed weakness in these years!
Tencent is the opposite of Alibaba. What Tencent is better at is "dare to be the queen of the world!" In many Internet fields, Tencent is not the initiator, but more often a plagiarist. But the most powerful thing about Tencent is that Tencent can destroy competitors' products through plagiarism.
Like Tencent, Meituan can also be said to be a company that "dare to be the queen of the world". Whether it is group buying, Internet food delivery, Internet taxi-hailing and other businesses, Meituan is not a pioneer, but a plagiarist. But Meituan can also use its own strength to destroy many competitors! Whether
dares to serve the world first or a strong country dares to serve the world later depends on the situation at that time. Judging from the current Internet industry, Alibaba is indeed a bit weak.
In the field of mobile payment, Alipay led by Alibaba was originally a dominant product. But with the rise of WeChat Pay in recent years, the number of offline payments has surpassed Alibaba.
In the field of e-commerce, Alibaba e-commerce companies have lost a lot of market share in recent years to , JD.com, , Pinduoduo, and a number of short video e-commerce players.
In the field of local life services , Alibaba-led Ele.me takeaway has been suppressed by Meituan. Even Hema has been severely blocked by Meituan’s grocery shopping .
In the field of cloud computing , Alibaba Cloud started early and invested heavily in R&D, making Alibaba Cloud the first cloud computing service provider in China. However, with the entry of players such as , Huawei, , operators, and Tencent, Alibaba Cloud will face considerable competitive pressure in the future.
html More than 0 years ago, Alibaba thought it was its biggest competitor. In recent years, Alibaba has realized that Alibaba’s biggest rival is not Tencent JD.com, but Meituan.Alibaba was once a shareholder of Meituan. Later, because Alibaba wanted to control Meituan, the two turned against each other. Alibaba is developing O2O, and Meituan is also developing O2O. Their businesses are in direct competition.
Some netizens believe that the intra-city war between Alibaba and Meituan is just a normal business competition for Alibaba, but it is a life-or-death battle for Meituan.
In fact, this is not the case. Wang Xing is very ambitious now. Meituan has completely led Alibaba in the field of local life services. More importantly, Wang Xing still wants to engage in intra-city e-commerce. I wonder if Alibaba is panicking?
In order to prevent Meituan from becoming bigger, Ali has mobilized all the group's resources in recent years to prevent Meituan.
But it is a pity that Meituan not only withstood Ali’s attack in the local life service field, Meituan also achieved profitability.
Judging from the latest financial report released by Meituan, Meituan’s second quarter revenue was 50.94 billion yuan, a year-on-year increase of 16%. The market expected 48.59 billion yuan and 43.76 billion yuan in the same period last year. Net loss was 1.12 billion yuan, narrowed by 67% year-on-year; adjusted net profit was 2.06 billion yuan, with an estimated loss of 2.17 billion yuan, turning losses into profits year-on-year.
It is worth mentioning that Meituan originally belonged to the Alibaba camp at the beginning. Later, Meituan turned to Tencent after the two families fell out.
It is precisely because Meituan has become a member of Tencent. Tencent has made great efforts in the development momentum of Meituan in recent years.
It is foreseeable that Meituan has begun to make profits, and Wang Xing finally has the capital to challenge Jack Ma. You know, Wang Xing has complained about the problems between Jack Ma and Alibaba many times on the Internet.
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