Rebirth 2010: I taught Mr. Lei how to make a mobile phone

Chapter 526: Have ulterior motives and plan before taking action.

The competition between Meituan and Ele.me is like a turn-based game, with each move coming back and forth and each move being fatal.

Yesterday, Ele.me directly launched the "Seven Injury Fist" and went straight to Meituan's group buying weakness, catching its opponent off guard.

The media have been speculating on how Meituan will respond.
As a result, the day passed and everything was calm;

Two days passed, and the sound of the waves remained.
Just when everyone thought that Meituan was going to swallow this loss, Meituan's new move finally came.

On May 5, Meituan responded strongly by releasing a financing statement.

As one of the parties involved in the current hot event, Meituan's statement immediately attracted intensive attention and coverage from the media.
"Today, Meituan announced that it has completed its Series D financing, with a financing amount of up to US$7 million, which shows that investors are optimistic about its market potential.

The lead investor is Alibaba Group, and other investors include well-known institutions such as General Atlantic and Sequoia Capital.
This round of financing will be used to expand Meituan in areas such as food delivery and group buying, providing important financial support for it.

"Meituan's proactive disclosure of its financing situation undoubtedly demonstrates its confidence in the upcoming 'US-Hunger War'.

Moreover, the $7 million in Series D financing directly broke Huaxia’s financing record. You should know that Meituan’s previous valuation was around $50 billion, and this time there was obviously a capital pusher behind it who forced its valuation to $70 billion to raise the amount of $7 million.

This is enough to show that the investment institutions behind it are strongly optimistic about Meituan’s future development.

With this sufficient ammunition, Meituan can fight with a more full-fledged attitude.

After all, how can you allow others to sleep soundly on your bed?

According to Meituan’s usual style, Meituan may launch a strong counterattack not only in the food delivery market, but also in the group buying field. This is also a mandatory declaration for other group buying websites and food delivery platforms.”

Just as the media speculated.

Sure enough, two hours later, Meituan issued another announcement:
“To thank consumers and merchants for their continued support, and also to further tap the potential of the Internet group buying market.

Meituan has launched the "You join the group, I will subsidize" subsidy activity from today. The specific content is as follows:
All group purchases on Meituan are 1% off, and each group purchase order will receive an additional yuan voucher.
In addition, in order to facilitate the majority of users, the Meituan APP will also simultaneously launch the food delivery business."

Ele.me offers a 5% discount on group purchases, and Meituan offers an additional RMB 5 discount on top of the % discount?
These two consecutive announcements not only demonstrated Meituan’s confidence, but also sent a clear and positive signal to the market.

Anyone with a discerning eye could tell what was going on - the two families had completely fallen out, and the two boxers had already stepped onto the ring, ready to fight, with swords drawn and ready to go. It looked like the fight would not end easily until one side fell.

Of course, such a situation is welcomed by many media and netizens. After all, when the gods fight, the spectators are the happiest.

However, some keen self-media bloggers, such as the veteran blogger of Bilibili, noticed something strange: Where is Nuomi? Where is Dianping? Why is there no movement at all?

You should know that Dianping completed a financing of about US$4 million at the beginning of this year, with capital giants including Tencent, Sequoia Capital, and Zhixin Capital behind it. The purpose was to strengthen the layout of O2O (online to offline) business, especially in the areas of food delivery, group buying and restaurant reservations.

As for Nuomi.com, there is no need to say more. Due to the booming group buying business in the past two years, Nuomi.com can be said to be one of Baidu's key businesses. Since its acquisition for US$2013 million in 2, Baidu has continued to make additional investments and is not short of money at all.

According to public data, Baidu's revenue last year reached 319 billion yuan (about 52.3 billion US dollars), of which online advertising (search ads and display ads) is the core source of revenue, accounting for the vast majority of total revenue.

The net profit was as high as RMB 105.19 billion, with a net profit margin of nearly 30%.

One is backed by Tencent, and the other is Baidu's "own son". No one would believe that they are short of money.

However, in this "American-Hungry War", Dianping and Nuomi.com have not been seen for a long time, as if they have disappeared. This abnormal phenomenon has triggered a lot of speculation and analysis in the media:
Keep your troops in place and watch the fight between tigers from the mountain?

Secretly accumulating strength and preparing to strike back?
Or is there some other hidden story that prevents him from joining the battle for the time being?
You know, although the duel between the two heroes is exciting, it is far less exciting than the "Four Nations War".

But now, the protagonists in the arena are only Meituan and Ele.me, and the absence of the other two parties makes people think about it.
How will this Internet "dispute" develop?
Perhaps the real storm is still to come
Hong Kong.

As the financial backer behind Dianping.com, Pony Ma is currently immersed in the experience of a product at home.

It is called a product, but in fact it is just a mobile game - he is playing "Glory of China" with the Xiaomi G1 gaming phone.

Ten minutes later, as the enemy crystal exploded with a bang, the word "Victory" popped up on the screen, and an epic female voice rang out: "It's not the victory of one person, but the glory of the team!"

Xiao Ma Ge was still mumbling to himself, reciting the words of the hero he had just controlled: "Planning in the tent, winning the battle thousands of miles away"

He then sighed. Although he despised the black dog's character, he had to admit that this guy was indeed a step worse than him at making games.

Then he picked up another Xiaomi G1 gaming phone placed in front of him.

Why choose Xiaomi G1? Because only a mobile phone specially designed for gaming can fully unleash the performance of gaming. In terms of gaming performance alone, Xiaomi G1 even surpasses Apple phones.

The cooperation between that guy and Lei Jun, one soft and one hard, did produce the effect of "one plus one is greater than two, or even equal to three".

Hmm? Didn't Ma acquire Meizu? Then we can talk to Huawei. The two companies together can compete with Xiaomi.

I have to write it down, Xiao Ma Ge recorded the sudden inspiration he had just had.

Next, he played a mobile game that was similar to but different from "Glory of China". After nearly 20 minutes, a game was over. He carefully compared the differences and advantages and disadvantages of the two, and after thinking and summarizing, he carefully recorded them on the computer.

Then he opened another new game, continued to experience it, continued to record, and repeated the cycle.

The last two games are new MOBA mobile games that their company Tianmei Studio and Lightspeed Studio spent nearly half a year and invested a full 5 million yuan to develop.

The former is called "Honor of Kings" and the latter is called "All People's Super God". The purpose of these two mobile games, which have not yet been launched, is very clear, that is, to break the monopoly of Beyond Mobile Games in the MOBA field.

There is no way. The market performance of "Glory of China" after its launch is too eye-catching. It appears in the world with the attitude of Dugu seeking to be defeated, making all other mobile games dim. Even Bi'an's own "China Showdown" and "China Legend" are a bit dimmer in comparison.

Nowadays, the industry always compares "Glory of China" with "League of Legends", and they are considered to be rivals. Moreover, the e-sports model on the other side is also booming.

According to their internal estimates, the monthly revenue of "Glory of China" is at least 10 billion, and that's a conservative estimate. Who wouldn't be jealous? On the other hand, their "League of Legends" only makes a little over 6 million per month.

"Mobile games are really... too profitable." As Xiao Ma Ge secretly sighed, a deep sense of regret and pity welled up in his heart.

Tencent and Bi'an are like two boxers fighting in a ring. Tencent, which was once at the peak of its popularity in the PC market, seems to have been making continuous moves in the mobile market in the past two years, but in fact, only it knows that it has suffered repeated setbacks, while Bi'an is in its prime and has shown terrifying explosive power.

After all, the young and the strong are the best.

When faced with the rise of the other side, they gave it too many opportunities, which led to the continuous development and growth of WeChat and its occupation of the "micro-chat" market that originally belonged to them.

Although Tencent's mobile games also occupy a certain market share, Bi'an Mobile Games, relying on its innovation and quality and relying on the huge number of WeChat users, produced a chemical reaction, eventually bursting out with amazing energy and grabbing most of the profits.

It is not an exaggeration to compare the Chinese mobile game market to the top ten in the world, with nearly half of it in the hands of others. This is only in China, not including overseas.

Therefore, in recent times, apart from handling the daily affairs of the group, Pony Ma has been almost entirely secluded in Hong Kong, transforming himself into a "user experience officer."

He concentrated on comparing the advantages and disadvantages of the three games and made the final optimization and modification to his own game. He hoped to seize the tail of the first half of the year, accelerate iteration, launch new games, and compete with the other side with the 2V1 numerical advantage in the second half of the year.

Other businesses are also not idle - investing in Didi, Dianping, and Weishi
What is all this for? Isn't it just to make up for the regrets of those countless midnight dreams?
Just as Xiao Ma Ge was immersed in his summary, his cell phone suddenly rang. He frowned slightly and answered the call that only members of the CEO's office were qualified to make.

"What's the matter? I know. Let them fight each other first. No matter who wins or loses in the end, we will be happy to see it.
Old Ma has always been like the boss of the world, and he is the second boss. It's a good thing for him to bump into the black dog.
Well, let's wait and see. Be the hunter, not the oriole.
Didn't you see that Li Junzi, the turtle, didn't move at all?
Nothing else to do, hang up! "

After hanging up the phone, Xiao Ma Ge's gaze returned to the screen, with the corners of his mouth slightly raised.

I can’t be the only one to suffer losses all the time. Let Lao Ma take care of the headache from now on.

"Robin, are we really not going to leave? I'm afraid that once they finish fighting and quickly clean up the battlefield, it will be too late for us to enter."

Today, Zeng Liang and Gong Zhenbing came to Li Yanhong's office together.

They sensed a hint of crisis in the "American-Hungry War", so the core topic of this meeting was: How should Nuomi and Baidu Waimai deal with the situation in the future?
Li Yanhong just pondered and didn't say anything.

Tang Hesong, Baidu's vice president in charge of strategy and investment, said with a smile: "I know you two are anxious, but please don't be anxious. It's not the right time to enter the market. This is not in line with the 'Sequoia Capital investment theory' that we have always implemented."

"Sequoia Investment Theory" is a strategic metaphor within Baidu, inspired by the California redwood trees.

Baidu already has strong roots based on its search business, but this is far from enough; it also needs to grow more prosperously.

The "flourishing branches" here refer to the mature products in various vertical fields, which are like thick branches, protecting Baidu from wind and rain.

This theory runs through Baidu's investment strategy over the past few years: focus on attacking vertical fields, but do not act blindly. Baidu will wait for the market to mature, wait until the last few players with obvious advantages stand out, and then invest with strong cash flow and reap the benefits.

Once successful, with Baidu's support behind the scenes and massive amounts of capital, it will be difficult for others to enter the market.

This is also why Baidu previously acquired the group buying navigation website "Tuan6" for RMB 123 million, occupying the No. 1 position in the group buying navigation market.

Then, through data analysis, it acquired Bi'an Mobile Assistant for US$18 billion last year, and subsequently acquired Nuomi.com for US$2 million.

Baidu’s strategy is very clear: wait until all the small fish are dead and the war enters the mopping-up stage, then Baidu will show up and clean up the mess.

By the way, Baidu's original intention of acquiring Bi'an Mobile Assistant was to occupy an important entrance in the mobile Internet field and enhance its mobile ecological layout through the application distribution market.

However, since the acquisition of Bi'an Mobile Assistant, although Baidu's market share and technical capabilities on the mobile side have been strengthened to a certain extent, the high acquisition cost and intensified market competition, especially the rise of mobile phone manufacturers' self-built app stores (such as Xiaomi App Market, Huawei App Market, Meizu App Store, etc.), have made this transaction mixed both internally and externally.

18 billion US dollars, tens of billions of funds spent, even for Baidu's economic size, it is not a small amount, but at present it seems to be a "dumb swallowing bitter pill" deal.
How come such a good product loses its vitality after moving from Bi'an to Baidu?

Thinking back to Chen Mo's reluctant offer and his indifferent attitude that it would be fine if it didn't work out, this is something Li Yanhong still hasn't figured out.

Anyway, after this incident, Li Yanhong, who originally had a good impression of Chen Mo, had a drastic change in his impression of this man named Chen. Otherwise, he would not have acquiesced to Gong Zhenbing's later cooperation with Meituan to deal with Ele.me.

Li Yanhong knocked on the table, and when he saw that he had attracted everyone's attention, he slowly spoke: "Ele.me is not an easy target, I think we all know this."

Gong Zhenbing, who was standing next to him, nodded repeatedly in agreement when he heard this.

"Chen Mo on the other side is even more cunning. Let them fight. And the penguin hasn't made any move yet. It probably has similar ideas to us. So the only thing we have to do now is to watch the show.

However, Waimai and Nuomi should be prepared for the final cleanup. You two should each come up with a plan and show it to me.

We are preparing for a rainy day and waiting for the spring breeze..."

Zeng Liang and Gong Zhenbing looked at each other, then looked away and said at the same time, "Yes!"

(End of this chapter)