My Age of Investment - Chapter 1495 Battle of Dingding

   Chapter 1495 The Battle of Dingding

It has been a month since the WeChat mobile version was launched, but Penguin seems to be unable to see the sword that has reached its throat, and has not made any response. Very surprised.

   Therefore, when Penguin Holdings Group announced that it would raise HK$12.5 billion through rights issue, it was like a blockbuster thrown into calm waters, which immediately attracted the attention of all parties.

Drunk Dr. Qingniu, who has just finished a war of words with Wisdom Fruit, is honored and is waiting for the hearing of the honorary lawsuit, has not let go of this hot spot. War" article was released quickly, and then he posted it on Weibo.

   Reposted by millions of fans and major media, this article quickly swept the entire online world.

"Penguin owns QQ, China's largest software application, which claims to have 1 billion users. After all the water has been squeezed out, the number of effective users is definitely not as many as claimed, but 300 million to 400 million effective users are still the same, and China has the most users. The online platform is also worthy of its name.

   In addition, Penguin Group also owns hundreds of millions of user platforms such as Qzone, Friends Network, Penguin Weibo, and QQ Music.

   Through these, we can clearly see that a social empire built around QQ is rising in Pengcheng in the south.

   But unfortunately, the capital to the north also has a nascent social empire.

   As we all know, the domestic holding group evolved from the upgrade of the intranet. After more than five years of development, this company, which was acquired and pieced together by Xia Jingxing, has become quite strong.

  According to my personal statistics, domestic holdings have a total of 500 million user platforms such as domestic network, Weibo, Tudou, Kugou music, and domestic games, which have developed into a force that cannot be underestimated in the industry.

   In addition, they also have some star Internet products with good operation, but due to the late launch time, the user level is slightly less, such as Haifutong, domestic literature, domestic mailbox, MOMO voice...

   Of course, there is also WeChat, which has been in the limelight recently.

  According to industry insiders, WeChat’s user level has exceeded the 50 million mark, and is rapidly approaching the 100 million mark.

It is no exaggeration to say that this product is definitely the sharpest sword forged by Hai Nei Holdings over the years. Just push it forward gently, and the sharp blade can be directly inserted into the belly of the old enemy penguin, shaking the penguin's relationship. The dominance of instant messaging in the social segment.

   For Penguins, WeChat is definitely an enemy force that threatens their status the most.

   Recently, Penguin quickly completed a huge financing of more than 10 billion Hong Kong dollars. What does this show? It shows that Penguin has begun to attach great importance to the upcoming battle of fortune-telling, and is speeding up the pace of hard work and financing preparations.

  I predict that in the next one to two years, two Internet companies that can be called princes in China will have a decisive battle of fate.

  The winner can take all the chips on the poker table into his arms and become the only social giant in the Chinese market;

   And the loser, not to mention leaving the stage, at least will lose the strength of the hegemony and become a second- or third-rate Internet company.

   Looking back at the battles between the two companies in the past few years, Penguin basically lost more and won less, and lost important battles such as games and Weibo one after another. Penguin’s sluggish stock price in the past two years was affected by these losing battles.

Up to now, the outer positions of the Penguins have been occupied by domestic holdings one by one. The Penguins have reached the point where there is no way to retreat. The latter is the most fertile territory of the empire - QQ. capital.

   This also means that this cute and cute penguin has to work hard. If he doesn't fight hard, he will be set up in an iron pot to stew the big goose.

   But in my opinion, the penguin is not without a chance of winning this big battle.

  The core business has encountered a major crisis, and the top and bottom must fight against the water is one of them;

Second, in terms of the number of users covered by the product matrix, Penguin is still better than domestic holdings, and QQ has experienced more than ten years of development, and its brand and influence are far better than its birth. WeChat for half a year;

Third, in terms of financial resources, since Penguin chose to introduce Li Yikai as the company's major shareholder, it has made up the biggest shortcoming. The Li family, the top Asian giant, can still wrestle with our richest man in Asia... "

  …

This article by Drunk Qingniu deeply analyzes the core contradictions between the domestic holding group and the penguin holding group, and predicts that this is a key battle that will determine the pattern of China's social network. At the same time, he also analyzes the hard power of both parties from various angles. , Soft power, can be said to be a hot article with extremely comprehensive knowledge points.

   As soon as this article came out, not only did many media scramble to reprint it, but it also increased the reputation of the drunken green cattle to a higher level.

   After reading this article, some netizens have gradually begun to pay attention to this social war that is getting closer, and they have commented on the Internet and participated in various polls.

  Strictly speaking, netizens are the key force that determines the outcome of this battle.

   Through online comments and various votes, we can clearly feel that the support for QQ is still very strong, and the support rate of WeChat is temporarily at a disadvantage.

   This also just confirms a point of view of the drunk Qingniu, the status of QQ is not so easy to shake, and the penguin may not lose in this decisive battle.

   The noisy public opinion did not affect the two companies' preparations for the war. Penguin was silently holding back their big moves, and Haihai Holdings held a mid-year summary meeting.

  Zhongguancun.

   In a conference room, Xia Jingxing sat at the top, listening to the work reports of the executives in charge of various business fronts.

  “…WeChat’s mobile user growth is very fast, almost as fast as Android smartphone shipments in the Chinese market.

   Every Android phone sold in the Chinese market means an additional user of WeChat. "

Zhang Dalong looked at Xia Jingxing with a smile, paused, and then said: "In addition, our mobile user retention rate is also very high, once users use WeChat, they can no longer refuse the application software to bring them all kinds of work and life. convenient.

   We have retrieved the WeChat background data and found that the number of friends of most WeChat users is increasing rapidly, and social networks connecting tens of millions of users are being woven at a speed visible to the naked eye.

   In addition, key operational indicators such as user usage time and the number of messages sent are also steadily improving.

   All this shows that WeChat is growing vigorously!

   The biggest unfavorable factor restricting its growth rate is the shipment of smartphones!

  Compared with the PC terminal, the mobile terminal is the main position where WeChat really exerts its strength and highlights the product characteristics. "

Xia Jingxing nodded to Zhang Dalong and said with a smile, "Thank you! I am very satisfied with the achievements of WeChat so far. If I can reach the goal of 100 million registered users and 50 million mobile phone users by the end of the year, I will more satisfied."

  Zhang Dalong smiled slightly, he knew that President Xia was reminding himself again.

  WeChat's mid-year goal, which is to reach 50 million registered users on the PC side, was not successfully accomplished by him and his team.

   But President Xia did not blame him and the team, but postponed the assessment and put it at the end of the year.

   This fully reflects Xia Jingxing's trust and love for the WeChat team, but it is also a heavy pressure.

  Zhang Dalong promised with a serious expression, "With 100 million registered users, the WeChat team is confident to complete it! It's only 50 million mobile phone users, so it's a little bit of pressure."

   Xia Jingxing understood, Zhang Dalong was still talking about the fact that the shipment of smartphones was too small.

This is not Zhang Dalong's shirk responsibility, but a real problem in front of WeChat. Even though China's smartphone shipments have grown rapidly, from tens of thousands of units shipped every month three years ago to today of three or four million units shipped each month, but this growth rate is still too slow for WeChat.

  Because the penguins are coming soon!

  If WeChat can't build a good position before Penguin launches a counterattack, for example, to win 100 million users first, this battle will not need to be fought, because there is no chance of winning.

  Xia Jingxing frowned and said, "I know this goal is difficult, but we must achieve it without any discount, otherwise there will be no cost to fight the penguins.

  Although Fuxing Mobile and Android China have made a lot of efforts to promote smartphones in the Chinese market, the coverage of smartphones cannot be improved within a year or a half, which requires a process.

   At the same time, this also means that WeChat has no way to fight quickly, and must fight penguins hand-to-hand.

   To start close combat, we need WeChat to have a strong body - that is, the number of users, the number of active users, and the social relationship chain behind each user.

   Transferring the social relationship chain to another platform requires users to pay a huge cost, such as time cost. This is destined to be a very difficult process and requires hard work on WeChat. It is also our biggest disadvantage compared to Penguin.

  A large part of WeChat's current users are from MSN. Our hoes haven't really dug the penguin's foundation, but this is something that will be done sooner or later.

  What I envision is that WeChat will complete the first phase of the "consolidation mission" this year, that is, to consolidate the fundamentals. Next year, it will continue to carry out the second phase of combat missions to reach out to the vast number of QQ users.

The short-term goal is for WeChat and QQ to coexist. Users can log in to and use both platforms, but the long-term goal, that is, the third-stage battle plan, is to grab all the user’s usage time and gradually hollow out QQ until it is no longer available. any threat to us. "

Zhang Dalong nodded slightly, with a look of contemplation in his eyes. He already understood that Mr. Xia adopted a step-by-step attack method. First, he circled a basic plate, and then he thought about the users in the penguin bowl... users, and then the user usage time. .

The    three-step strategy can be said to complement each other, one link is linked to the other, and no problems can occur in each link.

   Only when all of the above strategic goals are achieved can this battle for the social throne be considered a victory.

   But the whole war process will definitely be extremely hard, maybe it will be very long, because the penguin is not a dead person, how can it be stunned and let WeChat wave its hoe.

Zhang Yong suddenly interjected: "Then we have to hurry up, there are only less than five months until the end of the year, if we want to successfully complete the first phase of the combat mission, we have to squeeze out all the existing smartphone users in the Chinese market. ."

Zhang Dalong nodded fiercely, "Yes, yes, Symbian, Windowsmobile and other niche mobile WeChat applications have all been developed, and they will be available in the app store this month. Although they are all mosquito legs, they still have to be eaten in the mouth. ."

  Xia Jingxing smiled. Compared with Android, which is surging in the Chinese market and even in the international market, Saipan and Microsoft can be described as turning around like elephants.

For example, the N8 mobile phone unveiled by Nokia this year is a capacitive screen multi-touch mobile phone based on the Symbian system, and it has also cancelled the design of the sliding cover and physical keyboard that it was proud of in the past. close up.

Not to mention   Windowsmobile, Microsoft's brand appeal and influence are placed there. Samsung, Motorola, and HTC are all designing and launching new models equipped with Microsoft's mobile phone system.

   "What about the iOS side?" Xia Jingxing asked suddenly, "Do you have any ideas?"

Zhang Dalong and Zhang Yong were both silent, especially Zhang Yong, his mind was very complicated. He wanted to say something, but he didn't know how to speak. After all, the revival of the mobile phone benefited the boss, but it was hard to charge ahead. Domestic holding group.

  Xia Jingxing glanced at the two of them, took in the sad and worried expressions of the two of them, thought for a while and said comfortably, "There is no need to be afraid of them on the side of Wisdom Fruit.

   Just give Cook another month to vent his anger. This time he should be completely injured and it will take some time to heal.

   But he can't block WeChat for half a year, or even a year? Then I can sue Wisdom Fruit for unfair competition and abuse of its dominant market position. "

  Zhang Yong pondered for a moment, then opened his mouth to express his point of view: "Even if he wants to retaliate against domestic holdings, Cook should not dare to be too explicit.

  What we really need to worry about is that Wisdom Fruit is secretly playing tricks, and it is a long-term and normalized trick. For example, we will be stuck at the critical moment of application upgrade, and we will make overlord clauses for in-app purchases. "

  Xia Jingxing waved his hand, "In-app purchases are too far away, don't think about it for now, but there's still a good chance that other things will come out.

  Wisdom Fruit is like a cancer growing in China's smartphone market. When they occupy 10 to 20 percent of the market share in China, things will become more difficult. "

   "Will there be such a high market share?" Zhang Dalong asked in surprise.

  Xia Jingxing pondered silently, if there was no revival mobile phone, Wisdom Fruit might have reached the altar in China with the help of the iPhone 4, and it will be a matter of time to gain a fifth or even a quarter of the market share in the future.

   In the face of such a large group of smart fruit mobile phone users, the pony and penguin in the previous life, even though they have achieved extraordinary positions in China's Internet and technology industries, they still cast their arms against the mouse and dare not completely turn against the wisdom fruit.

   But he is different from Xiaoma. The dispute between Wisdom Fruit and WeChat in the previous life was only a small friction, and it did not involve the dispute over core interests. After a few words of rhetoric, the battle was over, and the two sides did not lose each other.

   But the Wisdom Fruit in this life has Fuxing Mobile, a powerful enemy peeping at the side. He is not afraid to start a "choose one" battle. Wechat will charge in front to tear the Wisdom Fruit, and Fuxing Mobile can follow behind to pick up the spoils.

   Of course, the premise of the war is that WeChat must establish the dominance of instant messaging, otherwise it is easy to cause internal injuries.

This time, the reason why he ordered WeChat to challenge Wisdom Fruit is entirely because Wisdom Fruit took the lead in picking things up. From the bottom of his heart, he is not willing to involve WeChat in this chaos at this stage. Try your hardest for a few years.

However, it is impossible to stop Wisdom Fruit from blocking and discriminating against WeChat. Peace is not obtained by seeking, but by typing. Only when Wisdom Fruit recognizes the "complexity" of the Chinese market will it be honest. Business.

   Wanting to understand this, Xia Jingxing decided to change his strategy. As long as Wisdom Fruit does not take the initiative to cause trouble, WeChat and the domestic holding group should not take the initiative to provoke them. Both parties should maintain a certain degree of restraint and maintain the fragile peace.

In addition, in a strict sense, domestic holdings and Fuxing Industrial Group are independent companies, with different shareholders, and shareholders’ interest demands are also different. If domestic holdings are often used by him as a weapon to attack the fruit of wisdom, the company’s Shareholders will certainly be dissatisfied, and internal conflicts will arise.

   Then, Xia Jingxing shared his thoughts and details, and communicated with Zhang Dalong and Zhang Yong.

   The two of them were very happy when they heard that they wanted to stop the fight with Wisdom Fruit.

Zhang Dalong said with a smile: "If Wisdom Fruit no longer bothers us, WeChat and other applications of the group can fill the gap on the iOS side, so that our products will not have any disadvantages compared with competing products. "

   Zhang Yong thought more deeply and asked, "Wechat and Weibo have both played the role of enemies of Wisdom Fruit this time. Will they agree to maintain peaceful relations with us?"

  Xia Jingxing smiled, "This requires you to have a good discussion, as long as Wisdom Fruit recognizes the reality and is more rational, he will not refuse this precious opportunity to recuperate.

  WeChat needs a few years of peace, and Wisdom Fruit also needs to further gain a firm foothold in the Chinese market.

   They played a prestige in the Chinese market, what was the result? As long as Cook's mind is not confused, he will definitely forget the hatred temporarily.

   He is different from me. I don’t care about killing 1,000 enemies and 8,000, but he is a professional manager who is responsible for shareholders, stock prices, and failure to develop the Chinese market. "

  Zhang Yong nodded slightly, but he soon noticed the hidden subtext in Xia Jing's jargon, and couldn't help asking: "Does that mean that in the future, when both sides stand firm, will the war be rekindled?"

   "Of course I hope that the two sides will always maintain peace and that everyone will be happy to make a fortune, but it's hard to say on the side of Wisdom Fruit, who asked you to be my boss." Xia Jingxing spread his hands helplessly.

  Zhang Yong felt that the boss was beating him, and quickly explained: "Mr. Xia, I don't mean that. Although Hainai Holdings desires a stable development environment, we are not afraid to fight an Internet war with any forces that are hostile to us."

  Xia Jingxing said sternly: "It's alright, it's alright, there is no need to say more about this matter, just focus on the present, and leave the future matters for the future."

   (end of this chapter)