Chapter 64 Two horses fight for tomorrow's battle

In March 2007, the number of online products on Paipai.com exceeded 10 million, and it became the industry leader to break this record in the shortest time. In 2007, Taobao grew wildly, and its market share further increased to nearly 83%, firmly controlling the top spot in China's C2C e-commerce market.Ma Huateng's Paipai.com, like a dark horse, surpassed eBay in the shortest time and ranked second in China.In the meantime, eBay is increasingly scarce. Although it has accounted for more than 70% of the entire Chinese online shopping market, Alibaba’s management clearly feels that Taobao’s scale is not large enough, and capturing more than 1% of China’s entire retail market seems to be the only way they can prove that they are strong enough Target.

Different from Taobao's ambitious and lofty ideals, Taobao's opponents have a realistic and direct goal, which is to use all means to carve up the huge C2C market share occupied by Taobao and weaken Taobao's system effect. In 2008, the goal eBay set for itself was to reach a market share of 35% to 40% within half a year. "Take your time, don't worry, Taobao accounts for 80%, and you can get some of it." TOM.com CEO Wang Leilei's words revealed the bloody taste of carve-up Taobao.In addition to eBay, an old rival, Ma Huateng of Tencent is also keeping a close eye on the C2C pie.However, in the short term, Paipai only relies on its strong QQ to shake Taobao, which has already formed an e-commerce battle group, and there are insurmountable obstacles.

"Paipai" has developed 45 million users, and its market share is only 9%.Tencent's march into C2C with nearly 273 million active QQ users seems to be going nowhere, but in Taobao, Tencent's "Paipai" seems to be quite sluggish.According to Tencent's huge goal of building an online life, e-commerce is probably the business that Ma Huateng is most confused about.However, "Paipai will definitely fight Taobao to the end!" Ma Huateng said.Although Paipai.com is far from the influence of Taobao, Ma Huateng seems to have a more mature idea in terms of profitability.

On the evening of July 5, Jack Ma, chairman of the board of directors of Alibaba Group, announced that Alibaba Group will invest an additional RMB 2 billion in Taobao within the next five years.Ma Yun announced with his usual exaggerated expression and tone that from now on, Taobao business will go to the world and become the world's hegemony of C2C.This money will be invested in technology and innovation. "It must be spent within five years. I hope that Taobao will surpass eBay and Amazon in five years, and must exceed their transaction volume, so that they will regret not cooperating with Taobao at that time." So far, Alibaba's total investment in Taobao will reach 3.45 billion yuan.

On July 9, Alibaba announced that it will join hands with "Giant Network". The two parties will cooperate to use Alibaba's Alipay online payment system, so that all online game players can pay online anytime, anywhere without going to convenience stores or computer malls.Still on July 9, Alibaba Group's China Yahoo and Koubei officially announced their merger, and the newly established Yahoo Koubei will be dedicated to providing services for personal life.When Ma Yun explained the positioning of Yahoo’s word-of-mouth within the group, he said that the e-commerce B2B of manufacturing and trade has been done by Alibaba, and the C2C of commodity transactions for individuals has been done by Taobao, while Yahoo’s word-of-mouth is for personal services.

In China's e-commerce market, striving for more market share is a prerequisite for profitability.A recent report by DCCI, the data center of the Internet Society of China, pointed out that the C2C model has always been the main form of online shopping in my country, but relatively speaking, less than 30% of Internet users have experience in C2C shopping. Behind this is a huge incremental market. Very big upside. As a third-party organization, Yang Weiqing, president of iResearch Consulting Group, interprets the C2C strategies of Baidu and Tencent more objectively. In his opinion, each company needs to have some core businesses, but it may not be profitable soon. .As far as Baidu's C2C strategy is "from five years to ten years", there are great market opportunities for them, but it may not be very good in the short term.At present, although Baidu's products are complex, they are focused. I think Baidu's products will still only focus on a few businesses.As far as the current development of Tencent's "Paipai" is concerned, Tencent only regards "Paipai" as a future strategic field, not the current focus of work.

Perhaps, after Baidu enters the C2C field, there will still be no gunpowder war between Taobao, Tencent Paipai, Baidu and TOM eBay in the market, and the market structure will not change dramatically in the short term because of Baidu's entry.However, the addition of Baidu will certainly arouse the vigilance of Taobao and "Paipai", the first entrants in the market. In fact, from the recent launch of IBM's "Go Microsoft software" plan to Google's entry into the browser field, all these indicate that in this era of interconnection and intergeneration, no one will miss any opportunity for expansion, and it also indicates that no one Enterprises can be strong for decades.Taobao has been the "big brother" in China's e-commerce field for too long. A company that accounts for 80% of online transactions has already moved towards a monopoly position. Its development to such a peak also defeated the old shopping website eBay three years ago. due to.As for whether Baidu will play the role of Taobao three years ago, we can only wait and see.