Xiang Yuli can pull the mountain, but the situation is broken?
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After the elimination of the powerful Qin Dynasty, the struggle between Chu and Han began. One side is Chu Bawang Xiang Yu, born in the noble and brave invincible four seas surrender, the other side is Hanwang Liu Bang, good at using people's eyes to have a deep layout. Of course, the end result is well known.
If we abandon the debate on strategy and tactics, the reason why the dispute between Chu and Han is divided is that the important reason is that Xiang Yu implements a retro-packaging system to manage the world that has been torn apart in a "decentralized" way. On the contrary, Liu Bang It did not completely abandon the Qin Dynasty county system that had just been overthrown. Instead, it reduced the inheritance and improvement of the county system. Although the combination of the county system and the sub-sealing system brought the pain to the future generations, it was finally brought. It has been a great empire for hundreds of years of peace and prosperity.
Stable and prosperous need a unified system in the environment, and Xiang Yu’s strategy of being a “overlord†is too lazy.
In the Chinese public opinion field, there is a saying that Tencent is “decentralizedâ€. As long as it is a Tencent-invested enterprise, it will be proud, the founder will keep control and develop well, and as long as Alibaba is “centralized†The investment companies are basically dead. Such rumors are widely popular, but in fact it may be a counter-argument against the Ali League.
There is only Tencent in the world, there is no Ali system. Tencent is a company that links the ecology with traffic and capital, so it has formed factions, including Jingdong, Mobai, 58, mushrooms, etc., but Alibaba is a company with management integration as the basic model of development, the so-called Ali system is actually All of them are internal companies of Alibaba.
Some people say that Tencent's companies have done it because Tencent let go. That's because you just saw the success of Tencent's business. The number of failures is actually much more than the success.
In addition, Tencent is a game-centric company with traffic, so paying special attention to traffic monetization. Other businesses are not good at it. It is difficult for him to manage these companies. The founder of the company, Ma Huateng, is a programmer. Liu Chiping, the president of the company, is an investment banker. The Chaoshan merchants have always been investing in the top, not the master of the management company. Therefore, Tencent chose to invest some money and flow, and wait for it to earn money.
Alibaba's strengths are in operational capacity and management, and it can continuously expand the depth and breadth of the economy. From Zong Qinghou, Ma Yun to Li Shufu, we can all see that this is the basic tradition of Zheshang. It is said that the business managed by Alibaba has indeed failed, just as there are many unqualified governance in the county system, but there are many successes. Many media out of context to exaggerate the success of Tencent's success also exaggerated the part of Ali's failure, which is not true.
In the Alibaba system, Gao De was saved by Alibaba's death. Now he is the industry leader and has become the infrastructure of the mobile Internet. Tianhong Fund was rescued by ants in the crisis, only a balance treasure. It has become the world's number one. With these two successes, can't you explain the problem? Let's take a look, Tencent's balance treasure products, Tencent credit scores and so on are so difficult to produce, it proves that the so-called decentralization does not work in some areas.
Someone on the Internet concluded that Ali Investment has become the second largest shareholder, Weibo has returned to life and has a record high, with a total market value of more than 30 billion US dollars. The investment in Mo Mo, the stock price has continued to rise, but privatization failed, Ali reduced at the highest point; investment Became the second largest shareholder of Suning, Suning surpassed Vipshop in the fourth quarter of this year, B2C share third; investment hungry, buy Baidu take-out, take-out share market first; open word of mouth network, 2015 US group buy size is word of mouth Several times, in the second half of this year, the word-of-mouth achieved anti-superior, the top of the list; Ant Financial has been the nation's largest unicorn for many years; Best Logistics, interesting stores are listed in the US, Yuantong is listed in the A-share market, Sanjiang Shopping is 601116, and the stock is invested. The stock price has risen more than three times, defying technology and Shangtang Technology China AI Head Company, one of the most famous AI chip companies in Cambrian China.
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Xiang Yu seems to have died. Qiang Qin did not achieve reunification, leaving China’s chaos
Just as the project is divided into kings, there is no way to avoid mutual attack, and "overlord" intervention or non-intervention is a problem. For example, Tencent’s US group, Didi, and founders all have “ambitions†and will not be willing to become Tencent’s younger brother or Ali’s younger brother. They also have Alibaba and Tencent’s investments, which are hard to say belong to that department.
Tencent's investment in Yonghui, Carrefour, and BBK 002251, stocks must be a tit-for-tat competitor in every market, raising their hands without mercy, it is difficult to coordinate at this time, it is estimated that Tencent is too lazy to coordinate, anyway, no matter who makes money, They are all related to themselves. Even if you don't make money, you can't hurt yourself. Tencent can sit on the mountain and watch the game.
Therefore, an interesting phenomenon is that Tencent’s companies are listed in the Tencent system, and Tencent’s investment companies are listed in the Ali economy. Tencent relied on investment to fatten itself, and then it was to kill the remaining kings in the same system. As for who fell, no matter what. Alibaba's investment company has become a self-owned company, and it has also fertilized surrounding industries and partners through the role of ecology. Therefore, one saying is that Shenzhen has achieved Tencent, and Alibaba has made Hangzhou a success. Looking at Hangzhou's GDP and its current status, we know how much Alibaba's ecological value is.
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Many people are also increasingly aware that although Tencent’s shareholding in the invested companies is generally low, and even many of them are below 10%, and announced that they do not interfere with each other’s operations, because Tencent has seized upstream traffic and data. The throat is always located upstream of the industrial chain and has absolute initiative, so its right to speak in the invested companies is not at all low. If the realization efficiency is high and within the radius of ability, you will earn all the profits by yourself; in Tencent, the liquidity of the company is low, and if it is not easy to get started, it will be handed over to other subjects. Tencent only charges the “flow taxâ€. From this point of view, Tencent's approach is that the overlord Xiang Yu ruled the world.
Yingbu and so on are all grasshoppers that come out of the mountains and rivers. They will not be willing to be under the people, and the kings will not be in harmony. It is very rare to publicly accuse the majority of shareholders of the company like the US group. It is necessary for the company to be a master, and the management team must recognize their position. This is a problem. It doesn't make sense to include any department.
In fact, if we look at a case, we may be able to figure out the clues. Alibaba is also the major shareholder of Didi, but Didi is thinking about making maps himself and digging a lot from Ali's Gaode company, so that the two sides are in court. As a company with operations and technology as its core competitiveness, if Alibaba can't control the partners, the consequences can be very troublesome, and Tencent controls the traffic volume and does not worry about being “stealedâ€, and the traffic will become sticky once it is accessed. Can not be separated.
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The big platform has achieved long-term stability and common prosperity. Under the rule of Xiang Yu, the brothers’ nursing homes are life and death.
Liu Bang is to adhere to the county system. It is necessary to know people and do good, the central control is relatively stronger, and it is more convenient to improve the efficiency of the entire governance, so it has long-term stability. In terms of investment, Alibaba has mainly invested in potential stocks and even junk stocks. It is doing business in the snow, with the aim of injecting its own capabilities so that this part of the business can be integrated into Alibaba as a whole, and big data can be perfected. Alibaba's ecology is more complete and more efficient. Then, with the improvement of efficiency, Alibaba's platform strategy in a certain direction is supported by the model strength and gains market recognition. However, this kind of investment does have a lot of risks. If an invested company has indeed entered the spinal cord, it may not be saved, and the probability of failure is relatively high.
Tencent has the strongest traffic advantage on the Internet. The main purpose of investment is to realize the flow of traffic. Therefore, it is mainly to invest in some industry leaders to do the icing on the cake, so that the return stability is higher. Therefore, the enterprises invested by Tencent seem to be at least No death. However, there are many after-effects of Tencent’s investment. These seemingly “independent†companies have actually lost their ability to develop independently and become the greenhouse flowers for Tencent’s social traffic, and they are also in the industry. Faced with enormous challenges.
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For example, after 58 and the collection, social influence and enterprise development not only did not go up, but also gradually faded out of the first-line Internet world. The US group public commented on the high-profile team Tencent, but did not achieve the goal in various businesses. Several major market directions have been After losing the lead position, Jingdong had been booming for two years after receiving the traffic injection of Tencent and then fell into the traffic panic. As the revenue growth declined rapidly, it had to use the Beijing X plan to buy high-priced traffic from the Internet portal to make up for it. As for other Enterprises acquired by Tencent may not even have the opportunity to go public. With the myth of the Tencent traffic concept stocks such as Sogou and Wenwen, the days of Tencent’s company will be even more difficult.
As the two largest Internet companies in China, Alibaba and Tencent have jointly invested in some companies, and have had close cooperation in some businesses, but in the field of public opinion between the two tigers, accompanied by growth anxiety and ambition In the event of expansion, some disharmony has taken place, and such factional disputes should never become the norm and will not become the norm.
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The struggle between Chu and Han should not become the mainstream, and the qi and wealth are the future. Tencent and Alibaba, Tencent and Ali are the best way to survive in harmony. There are ideals with a bottom line and ideals for home. Otherwise, a strong faction will be a passing sight!
This article was first published on WeChat public number: North Knight. The content of the article belongs to the author's personal opinion and does not represent the position of Hexun.com. Investors should act accordingly, at their own risk.
(Editor: Tang Xinxin HN060)
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