Sprinkle coins every day

Shortly after merging the mold group, in order to dispel the doubts of the Big Three, Qingcheng Group issued a public statement, stating that the business strategy of Qingcheng Xiaozhu will remain unchanged and will not participate in the subsidy war.

It can be regarded as a reassurance for the Big Three.

But this moment, that moment.

Zhao Xiaohu made it very clear at the press conference that Weixin will be a connector in the future. To put it bluntly, it is a traffic portal, serving various business formats that require traffic, such as games, food delivery, and e-commerce.

Isn't the Green Orange Group the first to get the moon if it is close to the water?

"It's meaningless to worry about the Green Orange Group. What I'm more concerned about is whether Ari can cooperate with Mengya in depth so that Mobao can get a first-level traffic entry in Weixin?"

The layout of the uncle is obviously bigger.

Compared with local life services whose prospects are still unclear, e-commerce is the foundation of Ari.

If Weixin can help Mobao accelerate its mobile transformation with the help of Weixin, the direct or indirect benefits it will bring to Ari will definitely be hundreds of billions of dollars.

What is the local life service?

"Also, if Mengya doesn't cooperate with us and chooses to support other e-commerce companies, such as Jingdong, what will happen in the future?" the uncle said to himself.

"This……"

Ren Xiaoyao was already in a cold sweat.

Only then did he realize that Weixin's breaking the circle this time may not only affect the Tengda family, but vaguely reshape the traffic pattern of the mobile Internet.

This is scary! ! !

"Get in touch with Germination as soon as possible."

This was Ren Xiaoyao's subconscious thought, "Why don't I go to Binhai City myself?"

"I'm going." The uncle obviously also attaches great importance to this matter, "Before Germination and Jingdong hook up, we must place enough chips in advance to ensure nothing goes wrong."

"What chips are you talking about?"

On the contrary, Ren Xiaoyao is in a hurry again, how much bargaining chip does this have to be?

"Let's see what conditions Germination proposes." The uncle was also a little stuck.

The cooperation chips that Ari can offer are actually not many. It is impossible to give Ari shares, and the uncle himself does not have much. After calculation, it seems that only cash is left.

But how much cash can you take out?

Based on Ahri's working capital, 100 billion would be enough.

No more.

The question is, can we win Weixin's first-tier entrance with just 100 billion?

Hard!

After Weixin started, the value of the first-level entrance is not only in the traffic itself, but also in its strong exclusivity. It is also an e-commerce company, who gets it and who doesn't, the difference is very big.

Germination can completely choose one of the two.

This is also the fundamental reason why the original space-time Tengda was able to do a job with ease in the Internet industry, and gathered a group of Tengda-related Internet companies around it, forming the Tengda Jianghu.

Traffic is king! ! !

Chapter 306 Ahri's startled winter, choose one?I want it all!

Qiandu Headquarters.

The circle-breaking effect caused by Weixin also spread to Qiandu.

In fact, Qiandu Empire was also built around the traffic portal, especially in the PC era, a series of derivative products were built around the search portal, such as maps, post bars, encyclopedias, and so on.

But in the era of mobile Internet, all this is not easy to use.

Let Qiandu get into trouble for a while.

In the era of mobile Internet, some traffic is taken away by independent apps, such as Weixin, ICQ, and even Mobao APP, news client, etc., which are themselves very important traffic entrances.

The other part is in the hands of mobile browsers.

On this point, Google undoubtedly sees more thoroughly than Qiandu, and its layout is more far-reaching. Its e-browser has always been close to 50% of the global market share.

Maintained the basic disk of Google search.

At the same time, Google also pays a huge "protection fee" to Apple's Safari browser and Firefox browser every year to ensure that these mobile browsers use the Google search box.

This has established Google's search position in the mobile Internet era.

In contrast, Qiandu has done a poor job in this area. Not only does it not have a heavyweight browser, but it also has a serious lack of layout for other domestic mobile browsers. It only relies on Qiandu APP to drain traffic on its own.

Of course this is not possible.

Objectively speaking, it is not that Qiandu does not want to emulate Google, but that it is powerless.

First of all, in the competition for foreign browsers, Qiandu must not be able to compete with Google, and can only miss the biggest piece of cake. Even if it is a domestic self-developed mobile phone browser, Qiandu has nothing to do.

The two best domestic browsers are UC Browser and ICQ Browser. The former was acquired by Ahri at a sky-high price of US$2014 billion in 43.5, and the latter is a product of Tenda.

Under the involution of the three giants, where is there room for thousands of degrees of manipulation?

One word is miserable! ! !

This is also why Qiandu will be willing to be "taken advantage of", spending tens of billions of dollars to buy 71 assistants from Mengya, just to get a considerable traffic entrance on the mobile terminal.

But 71 assistants alone still can't support Qiandu's desire for traffic entry.

"It seems that I really need to get in touch with UC."

Weixin's breaking the circle made Sanye feel more crisis, and began to consider whether to reach a strategic cooperation with UC. Even if he didn't buy UC, he would have to spend money to let UC use the thousand-degree search box.

Otherwise, let the situation continue to deteriorate.

.........

Winter's Headquarters.

"Weixin, traffic entrance."

Brother Dong is of course also very greedy, thinking that Jingdong is in the development period, if he can get the traffic support of Weixin, then he can really fly into the sky.

But Brother Dong also knows that if he is greedy, Ari must be greedy too.

The current shocking winter is not the same as the shocking winter five years later, it cannot compete with Ahri at all.

But it is definitely worth trying.

If Germination is willing to open Weixin's first-level traffic portal to Jingdong, Jingdong really won't be able to spend much cash, because Jingdong will be in a period of loss now, including the next few years.

But Brother Dong can exchange a part of Jingdong's shares, if Germination is willing to invest in Jingdong.

At the critical moment, Brother Dong is still very courageous.

After four rounds of financing, Jingdong’s current equity is still relatively concentrated. Brother Dong and his founding team still hold nearly half of Jingdong’s shares, and the rest is mainly invested by Tiantian Capital and Tiger King Fund. Institutional possession.

Moreover, Jingdong implements the A and B share system, and Brother Dong has absolute voting rights.

There is still a lot of room for maneuvering.

.........

In addition to the Big Three and Jingdong and other related parties, the venture capital circle also paid great attention to Weixin's update this time, and gave a high evaluation at the same time.

Some people even joked——

After Weixin 7.0 was updated, it finally threatened Tenda's social status, and had the qualification to completely change the domestic social pattern, and even the traffic pattern.

The impact is-

The valuation of Qinghe Technology by the venture capital circle was raised to 500 billion in one fell swoop.

Not only Qinghe Technology, but with the update of Weixin version 7.0, the traffic interface is officially opened to budding companies, and the valuations of Jade Bird Interactive Entertainment and Qingcheng Group are also rising.

Especially the Green Orange Group.

First, it merged with the mold group, and then got traffic support, and the valuation immediately soared to 300 billion.

together.

The overall valuation of the Sprout Group has also soared to 1800 billion, and it is believed that it will soon exceed 2000 billion.

This is not an exaggeration at all, and it is even conservative. You must know that Tenda's market value has exceeded 700 billion this year, and it will even double next year to exceed 7000 billion.

Of course.

Due to Germination's repeated attacks on Tengda in the two major fields of games and social networking, Tengda's stock price did not rise so sharply compared with the original space-time, and it fell slightly for a while.

It is still doubtful whether it will break through the 7000 billion market value mark next year.

.........

"The rain is about to come, and the wind is blowing over the building."

The outside world is full of excitement, but Zhang Shuo himself is very clear that although Weixin's step is boundless, there are huge risks hidden behind it.

Not to mention how Tengda will react, just staring at the big cake of Weixin traffic entrance, I don't know what to do, how should Germination deal with it?

If one is not handled well, it is likely to become the target of public criticism.

This is not.

Only two days after Weixin was updated, Zhang Shuo received cooperation invitations from Ari and Jingdong.

Ren Xiaoyao even went to Binhai City to negotiate.

Because he hadn't made up his mind yet, Zhang Shuo didn't come forward in person, but asked Lu Kai, the rotating president, to receive him on his behalf. He planned to find out Ahri's cards and appeals before holding a meeting to discuss.

Friday, April 3.

Zhang Shuo held an impromptu meeting, attended by rotating president Lu Kai, vice president Jiang Yue, group operations director Zhao Mingchuan, and general manager of Qinghe Technology Zhao Xiaohu.

discussed.

It is the placement problem of Weixin's primary and secondary traffic entrances.

Weixin's first-level entrances are "shopping" and "games" in Discovery, and they are also the two entrances with the largest traffic. Among them, "games" has been confirmed to be handed over to Jade Bird Interactive Entertainment, and the remaining "shopping" will choose an e-commerce cooperation.

It is also the focus of competition between Ahri and Jingdong.

Pinxixi, which was hatched by Germination itself, has just established a project not long ago, and it is impossible to use it even if it wants to.

Weixin's secondary entrance is the third-party service, which currently includes four categories: financial management, life services, transportation and shopping, and each category is subdivided into specific services.

The financial management is handed over to Germination Financial Holdings for operation. At present, only two services, credit card repayment and Lingqiantong, are available. In the future, it is not ruled out to add small loans, insurance and other businesses.

Life services are currently open to three items: mobile phone recharge, life payment, and city services. They are mainly set up around building a smart city and belong to the category of convenience services.

In the future, various convenience services such as social security and medical insurance will be increased.

The transportation is the simplest, only train tickets and hotel services are provided by Green Orange Group.

The final shopping consumption is the big one. Various services such as e-commerce, group buying, takeaway, and movie tickets can be classified into this category to provide Weixin users with various consumption services.

Currently only green orange takeaway, green orange movie tickets and green orange group purchases are available.

It can be seen that the Weixin traffic at this stage is mainly open to the budding system. To be more precise, it is Jade Bird Interactive Entertainment, Qinghe Technology, and budding financial holdings that account for the majority.

In order to win the first-level entrance, Ahri and Jingdong also offered their prices in the past two days.

Ari is the simplest and rudest way to throw money at him.

He proposed that he is willing to sign a five-year service contract with Weixin. For this reason, Ari is willing to pay a service fee of 500 billion, but it will be paid in five years.

Jing Dong not only has no money, but even opens his mouth to ask Germination for money. The condition of the offer is that Jingdong specially launches the D1 round of investment for Germination. Germination only needs to invest 3 million yuan to obtain 25% of Jingdong's shares.

Last year, Jingdong’s C round of financing obtained US$9 million at the cost of diluting 5% of its shares.

The overall valuation is $56 billion.

The original Time and Space Startled Winter will start the D round of financing in November this year, with an overall valuation of $11 billion.

In other words, Jingdong took out the 25% shares, and the actual value is between 90 billion and 116 billion, while Germination only needs to pay 3 million. Jingdong is equivalent to exchanging shares for traffic services.

It seems that it is incomparable with Ah Li's 500 billion big money, but that's not how it is calculated.

What Ari gave was cash, and it was paid in five years. Not only did it not increase in value, but it would depreciate in the future.

On the contrary, Jingdong shares have huge value-added potential. Compared with five years later, Yuanshikong’s market value of Jingdong in 2017 was about 3800 billion, and it was even close to the market value of [-] degrees.

Even if the subsequent 25% of the shares will be diluted, the value will definitely be more than 500 billion.