During travel, why should Tencent go to the melee in person?

As an important scenario for WeChat payment, Tencent's control of it naturally cannot be lost. Just like "clothing, food, housing", is an indispensable link in the WeChat ecosystem.

Tencent made a walk in person.

A few days ago, WeChat began to officially test the taxi function, and users can call online through this function.

In China's Internet circle, Tencent has always had a mercenary team, occupying the clothing, food, housing and transportation in China's Internet field, JD.com, Pinduoduo, Meituan, Shell, Didi, almost all online and offline consumer scenarios, with WeChat payment with WeChat payment Tied together, so Elon Musk would say that the Chinese can live in WeChat.

In other words, clothing, food, housing and transportation is the most important part of the WeChat ecosystem, and it is also an essential link in Tencent's strategic planning. So after Didi has suffered huge uncertainty, Tencent is obviously to be in the field of travel to be a one to be one to be a travel field. The alternative scheme is in case.

So, we saw Tencent's personal ending today and entered the game.

Tencent's travel service to disrupt the situation?

Didi was kicked out of the list of WeChat services, but Tencent's travel "circle of friends" was even greater.

Lu Yan's business review test found that the service is similar to Gaode taxi and adopts a polymerized taxi mode. The city has opened this service.

Earlier, it was reported that Tencent launched a taxi service in cooperation with "Ruqi Travel" in some areas of Guangdong, but the number of third -party taxi service providers in the integration of Tencent's travel services has increased significantly, and the number of cities that can take a taxi is also increasing.

In the past, Tencent relied on investment to control many companies in clothing, food, housing and transportation. In the field of travel, as a shareholder of Didi, Tencent may think that there is enough Didi, and it has been using WeChat traffic to diversify Didi, but as Didi fell into the stand off and punished, his status was in status, and his status was in status. Obviously unstable, let the opponents see the opportunity of overtaking. Meituan, Gaode, etc. have begun to end up and want to share a share. The travel market is already underwater.

This time Tencent launched a polymerized taxi service, and it may end because Tencent felt that his position in the field of travel has been threatened. After all, travel as an important scene of WeChat payment, Tencent's control of it naturally cannot be lost. Just like "clothing, food, housing", is an essential link in the WeChat ecosystem.

Lu Yan Business Review conducted some tests for Tencent's taxi service, click on WeChat service page, and enter the travel service. The page is displayed as Tencent's travel service. Take Beijing as an example. The functions such as driving on behalf of them can be divided into three types: economy, preferred and comfortable. Third -party service providers accessing Cao Cao travel, Shouqi car, and sunlight travel.

Later, Lu Yan's business review changed the city to Zhengzhou. In addition to the three travel service providers mentioned above, another T3 travel was added, and after it was changed to Hangzhou, it showed a platform such as Harbin Travel. It can be seen that Tencent's travel is more like a aggregate taxi mode like Gaode taxi, and service providers among cities are different. From the perspective of price, although there are discounts on the page, the price of taxi is still higher than Didi, which is basically the same as the price of taxi at Gaode and Meituan.

According to relevant sources, this function is currently in the gray testing stage. Tourism service providers relying on WeChat ecology and open access compliance to travel with travel service providers provide users with aggregate travel services.

But in fact, as early as 2021, Tencent cooperated with "Ruqi Travel" to launch a taxi service in some areas of Guangzhou, but the number of third -party platforms integrated this time in Tencent has increased significantly. For WeChat users, it is obviously for their travel for their travel users. The decision -making adds a new solution.

Regarding this matter, Lu Yan's business review asked Tencent, but did not receive a reply. However, according to a related document content from Tencent, the automobile and travel industry are an important scenario for Tencent to embrace the industry Internet. "Tencent Travel Service is committed to creating a one -stop comprehensive travel service platform for car owners and public travel users. At the same time, with the help of centralized entrances, innovative cooperation models and light application flexible product capabilities help travel partners to improve their operating efficiency."

"From the current point of view, the aggregation platform depends on the super imports such as maps." Mr. Liu, a former staff member of the car, told Lu Yan's business comments that the current aggregate platform can rise, or the lack of online car rotors, the waist network, the waist network The mixed -war of the car platform grabbing transportation, causing the capacity of various platforms to "eat".

In Mr. Liu's opinion, the aggregation platform is a clever approach through super entrance integration capabilities. Once the share of an online car, can achieve the previous market share of Didi Chuxing, and the aggregation platform may usher in a tide period.

Integrate the territory behind the travel

In fact, Tencent, which has the advantage of building a polymerization network car rental platform, has a long time of overdue. This is not a worry that once you lose the leading position of Didi Chuxing, there is a "shortcoming" on the investment layout. Betting ahead.

Earlier, Tencent's investment landscape just needed the livelihood around the four major fields of "clothing, food, housing and transportation". This investment logic is also clearly mapped in the secondary list of WeChat services.

It can be clearly seen that Tencent has been facing the head Internet company of the clothing (JD.com, Pinduoduo, Vipshop), food (Meituan), living (shells), travel (Didi, Tongcheng travel) The deep layout has also become an important part of its WeChat ecology. However, as Didi Chuxing was reviewed, Didi Chuxing's entrance has been kicked off in the WeChat service list, becoming a missing part. "From this list, it is not difficult to see that Tencent's travel replaces the location of Didi Chuxing." From the perspective of the Internet senior, the status of the Didi head is in great challenge. The way to integrate an ecological integration, supplement the traffic entrance in the field of travel, can also be regarded as a rechargement.

According to the above -mentioned industry analysts, although Didi ’s overall share in the online car market has declined, the three parties integration of Didi + Tencent's travel can even cover more travel share.

In addition, with the review of Didi, Gaode Maps, Baidu Maps, and Meituan have launched a polymerized taxi platform, trying to grab a cup of cups in the online ride market that are chaotic.

For Tencent, relying on the traffic entrance of WeChat Super Ecology and Tencent Maps, it is obviously more advantageous than the above platforms.

In addition to traveling business, Tencent also aggregates ecological scenarios such as wine travel ordering, driving, and refueling charging. Through one -stop operation, the overall ecology is optimized and integrated.

Tencent does not allow its own investment empire to produce cracks

Traveling is an important scene of WeChat payment. Food, food, housing and transportation are also essential links for WeChat ecology. For Tencent, we firmly grasp the main line of investment logic and grab the head strength of clothing, food, and transportation, and keep the foundation of the WeChat ecosystem.

Even in the wave of anti -monopoly on the Internet, Tencent is avoiding the weight, trying to maintain this ecological balance.

For example, in December last year, Tencent Holdings will distribute about 460 million JD.com equity to shareholders in the mid -term dividend method. Tencent and Jingdong's "unbinding" action at the capital and business level were interpreted by the industry as an active response measure in the face of antitrust trends.

Some investors described this: "Tencent has a high level of operation at this time, not only avoiding cash dividends, leaving enough food for winter, and reducing the risk of being monopolized by antitrust. Drop. "

However, Jingdong's significance to Tencent is not a simple return on investment, as well as supplementing the WeChat business ecology. Avoiding the momentum of antitrust, Tencent seemed to be able to continue the forefront with JD.

In June this year, Jingdong Group-SW announced at the Hong Kong Stock Exchange that the company has re-strategic cooperation agreement with Tencent Holdings Co., Ltd. for three years.

According to the cooperation agreement, the two parties will start business cooperation around the fields of physical e -commerce entrances, cloud technology and cloud services, member systems, online conferences, corporate services, smart retail, and advertising. In addition, as part of the total consideration, JD Group will issue several categories of ordinary stocks to Tencent with a maximum value of $ 220 million, which is determined by the current market price of several predetermined dates within three years.

The two parties also clearly stated that they will use this mutually beneficial partnership to provide users with a better and more convenient shopping experience.

In the field of community group purchases involving people's livelihood, Tencent is also a keen choice for prosperity. However, in the comments of "don't just remember a few bundles of cabbage on the Internet", the general trend of community group purchases, Tencent is still testing this year "Goose Enlightenment".

Of course, from the perspective of investment, there is no original crime of "wherever there is water", but from the current point of view, Tencent's Internet companies invested in the field of clothing, food, housing, and transportation are almost oligopoly companies. In short, what Tencent wants to do in essence is monopoly investment.

As a strong Internet giant with strong strength, if most of the energy is still in the minds of people's livelihood or the game, then even if it becomes a very profitable company, it is difficult to become a great company that makes people miss.

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