After rebirth, I want to destroy my original family

Jingdong is Alibaba's rival in e-commerce, and Pintuan is now competing with Alibaba for the payment market. The two joined forces and pushed the number of Cloud QuickPass users to a peak in an instant.

At this time, the turnover of Pintuan Cloud QuickPass has reached Alipay’s share in the e-commerce field.

However, while Alipay is fully committed to the offline payment market, the achievements of Cloud QuickPass in the online market are less conspicuous.

“Alipay’s promotion efforts are amazing.”

"If Alibaba takes the lead in occupying the offline payment market, no matter how well Cloud QuickPass performs online, the chances of turning things around will be slim."

"Yes, payment software is destined to be different from other software."

Payment software is different from commercial platforms such as e-commerce and food delivery. It is difficult for users to gain an advantage in payment, so the only way for payment software to retain users is to be convenient and fast.

For this reason, the payment market will not experience too drastic market share fluctuations. Basically, whoever captures users first will win.

This win is not absolute, but the dominant position is certainly not easily replaced.

If you have hundreds of thousands in Alipay, you will never withdraw it and put it into Union QuickPass just because UnionPay is shouting.

Therefore, companies that develop payment applications all want to get the first user.

Now, Union QuickPass has just caught up with Alipay’s online pace and has not yet started offline. From a long-term development perspective, it does not have an advantage.

Another person who shares the same view is Zhang Xuhao, the founder of Hungry.

Pang Rui promised him that when the offline payment market is fully rolled out, he will let Hungry have no access.

Therefore, the better Alipay develops, the more powerful it will be for Hungry Bu.

Taking advantage of this trend, Ele.me has continued to invest in the college student market in an attempt to catch up with the group-buying food delivery business.

To be honest, Zhang Xuhao feels that he has caught up with the good times.

why?

Because when they turned around to grab the college student market, they were really afraid that Tuan Tuan would catch up with them again. As a result, Tuan Tuan’s current development center suddenly focused on the payment market, and they paid no attention to the food delivery market.

From summer to fall, Hungry's business volume in University Town increased by 3 percent.

Calculated based on the previous market share, they have actually returned to the level they were in when they competed with Fandian.

However, Chen Jiaxin was somewhat worried about Zhang Xuhao's optimism. These worries had no reason but only came from her understanding of Gu Ming.

"Something's not right."

“Didn’t the promotion of local group promotions start as soon as Union Quick Pass goes online?”

"Where did those floor pushers go?"

Hungry is not located in the forefront of the market, and it competes with group-sharing companies. It is relatively clear about the trends of group-building companies.

Chen Jiaxin noticed some movement in the group-buying sub-station in July, and also received feedback from the marketing department that the group-buying promotion had started in earnest again. However, because UnionPay QuickPass was gaining momentum online, everyone's attention was quickly diverted.

But if you think about it carefully, where did the group push go?

Chen Jiaxin was slightly stunned, then realized a problem and frowned suddenly.

In the early morning of mid-October, the taste of autumn gradually began to appear.

For the northern region, autumn is probably the shortest of the four seasons, because summer is too overbearing and its tail is always very long, while winter is often extremely fierce due to the addition of cold air.

But I have to say that autumn is indeed a very comfortable season.

At around 8 o'clock in the morning, freshman Zhang Ming got up early and went to the school cafeteria on his way to a club interview. After entering, he was stunned.

Because the school cafeteria is full of UnionPay QuickPass posters. In addition, at the clean and bright meal window, there is a QR code sticker next to the original time clock machine, which says "Use UnionPay QuickPass to enjoy 1% off".

Zhang Ming bought a tray of steamed buns, and during the process he saw that many seniors had already used UnionPay QuickPass.

In college, if you don’t lose your meal card 1 times in a semester, you’re not a college student. Some people are even too lazy to replace it after losing it, and just rely on giving cash to their roommates year after year...

Therefore, when the canteen supports Cloud Quick Pass, the number of student users surges.

Zhang Ming is not a person who likes to chase trends, and he likes to use Alipay, so he swiped his meal card and went to the club for the interview.

After the interview, Zhang Ming met with his girlfriend.

The two of them were admitted to the same high school and had a very good relationship. When they were freshmen, they had already been looking forward to graduating together, taking the postgraduate entrance examination together, and getting married and having children.

"Zhang Ming, give me your mobile phone and I'll buy milk tea."

"oh oh."

Zhang Ming took out his cell phone and handed it to his girlfriend, then stood at the intersection and waited quietly.

Not long after, his girlfriend came back and bought two cups of Xitian's [Confession] series, and an icon of [Quick Pass] appeared in Zhang Ming's ZTE n88.

"?"

"HEYTEA has a 8% discount on Cloud QuickPass, and it seems to be accepted in school supermarkets, and it also offers a 8% discount on takeout orders."

Zhang Ming said "oh", and started using UnionPay to pay for breakfast the next morning. He ordered takeout at noon in the dormitory and opened Jingdong for online shopping...

The first one to be affected was Hungry. Starting from mid-October, their business order volume gradually began to decline.

Zhang Xuhao immediately felt something was wrong, so he immediately called the city manager over.

“They’re burning through money.”

“Are group takeaways burning money again?”

"No, it's Union Quick Pass that's burning money, but... but it's also equivalent to group takeout that's burning money."

"?"

The marketing manager in charge of Ele.Bu in Beijing swallowed his saliva and said: "If you order food on group-buying takeaway and then pay with UnionPay, you can get a 8% discount. Although the discount is provided by UnionPay, it is actually equivalent to a discount on group-buying takeaway."

After listening to this, Chen Jiaxin sighed and said, "I understand. He wants to use one sum of money to promote two softwares, and use one 1% discount to achieve the effect of two 1% discounts."

"Fuck..."

Gu Ming’s business logic is actually very easy to infer. To put it bluntly, it is a combination of punches.

Group buy takeout + Cloud QuickPass and enjoy 8% off. For users, it is just a matter of changing one payment software, but it leads to two results.

The first result is that the student switched from Alipay to UnionPay QuickPass. Another result is that ordering food on a group payment service is not cheaper than ordering on Ele.me.

Consumers don’t care whether there is a discount on group takeout or a discount on Cloud Quick Pass. The key issue is that I spend less.

“Their local promotion, while UnionPay is constantly promoting online, they are actually discussing cooperation with contractors in university cafeterias.”

"So, we don't see them on the market."

"According to the information collected so far, 8 percent of university canteens have already used the QR code payment function of Cloud QuickPass."

After listening to Chen Jiaxin's analysis, Zhang Xuhao suddenly realized a problem, that is, with UnionPay QuickPass, group buying has already closed the loop in the college student market.

If you use group sharing for takeout and group sharing for payment, the price is still low. If you are hungry, there will be no market at all except in the field of college students.

However, this may be an opportunity, because Alipay and Hungry can also join forces to do this.

"I went to Hangzhou and invited them to compete for the market together. There is no way Alibaba would let go of such a big piece of cake."

"It's useless. Those canteen contractors have signed group supply chains. If they start a price war, we are the one that can't afford it."

"Why the hell are there group supply chains everywhere? Damn it, wherever we go, there is his supply chain?!"

"Because their supply chain was created by us ourselves..."

"?????"

The popularization of UnionPay QuickPass for scan-code payment in college cafeterias was not kept secret for long, and soon the news spread.

By spending a sum of money, not only did they promote UnionPay QuickPass, they also suppressed Ele.Buy who wanted to take advantage of the opportunity to launch a sneak attack. This approach really opened everyone's eyes.

The most important thing is that Pintuan, which originally had no achievements in the offline payment market, has almost caught up with Alipay's efforts in the past two months after gaining access to the college student market.

Group shopping is indeed the enterprise closest to consumers.

"Mr. Pang, you may regret it now..."

"I regret my decision that summer."

Lv Zhichuan and Pang Rui are good friends. They used to have meals together often and had many related business collaborations. However, after Lv Zhichuan left Alibaba, the two never contacted each other again.

However, now that the two companies are tit for tat, Lu Zhichuan can easily think of this old friend and wonder how he is feeling now.

In fact, during the group buying war, if Pang Rui had been more ruthless and used the difficulties of online payment to curb the development of group buying, she would not be facing this situation now.

Even if there is no group-building channel, they need more time to promote, which is better than being invaded by others.

It's a pity that Pang Rui, who had worked hard to obtain the license, was too radical at the time.

Think about it, Alipay has been struggling to move forward without a license since 1, and has been lurking for 04 years. Who wouldn't want to run wildly after getting a license? How could they bear not to use the group buying channel?

But it was precisely because of this that they helped their biggest competitor later.

Now, the ecological chain of group buying is hindering Alibaba at every turn, which is equivalent to building a high wall between them and consumers, but Alibaba has nothing that can hinder group buying.

"Boss, the materials needed by Baihua Valley Mall and Xihanheqing have been prepared and shipped."

"Ok, thank you for your hard work. The Publicity Department and the Marketing Department will have three days off."

"thank you boss."

Gu Ming sat in the boss chair in the conference room, looking at the balance of his Cloud QuickPass, which was 2 yuan: "Kou Jing, how much is Taobao worth now?"

Kou Jing raised her head: "The valuation should be 5 billion."

"5 billion? Deng Xuanxuan, can you help me change my balance to 1 billion? I will scan the QR code with UnionPay QuickPass and buy Taobao."

"??????"

Lv Zhichuan's heart trembled as he listened nearby. He thought to himself that the boss, a humanoid creature, was so fucking scary. He had no bottom line at all.