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曝腾讯阿里考虑互相开放生态系统,有望迎来世纪大和解?

2021-07-15 13:41:19 InfoQ

{"type":"doc","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"blockquote","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"马老板和马老板的握手。"}]}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"阿里、腾讯考虑互相开放生态系统"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"7月15日,据道琼斯报道,腾讯和阿里巴巴考虑互相开放生态系统。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"华尔街日报援引消息人士的说法称,双方的初步举措是阿里巴巴将微信支付引入淘宝和天猫,腾讯会向阿里开放信息分享,允许微信用户使用阿里巴巴小程序等。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"目前,腾讯和阿里均未对此作出回应。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"如果上述传闻属实,那么这对于整个互联网行业来说,无疑是一个可以载入发展史册的重大事件。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"此前,阿里和腾讯高高驻起自家的“篱笆”。阿里系不能使用微信支付,微信禁止分享阿里系的链接,各自形成“流量闭环。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"而一旦双方互通,在淘宝、天猫上可以使用微信支付,用户在微信上可以分享淘宝天猫的购物链接,对于用户来说,更方便,也有了更自由的选择。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"对于腾讯和阿里来说,此次握手,也是互有助益。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"如果腾讯向阿里开放信息分享,允许微信用户使用阿里巴巴小程序。那么,阿里的电商业务或将如鱼得水。阿里系电商如果接入腾讯小程序后,在微信、QQ上能更方便地分享商品链接,以低成本获得流量。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"而阿里巴巴将微信支付引入支付宝和天猫,对微信支付而言也将获得强大的增长引擎。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"在移动支付领域,腾讯和阿里已平分秋色,淘系电商向微信支付开放,腾讯支付在移动支付领域的地位可以得到进一步巩固。"}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"科技巨头面临反垄断压力"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"当下,互联网公司面临较大的反垄断压力。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"去年11月,市场监管总局发布了《关于平台经济领域的反垄断指南(征求意见稿)》。该指南出台当日,阿里、腾讯、京东、美团等互联网上市公司股价下跌。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"此后,多家互联网巨头被反垄断调查。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"去年 12 月,市场监管总局依据《反垄断法》对阿里巴巴集团在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"经查,阿里巴巴集团在中国境内网络零售平台服务市场具有支配地位。自 2015 年以来,阿里巴巴集团滥用该市场支配地位,对平台内商家提出“二选一”要求,禁止平台内商家在其他竞争性平台开店或参加促销活动,并借助市场力量、平台规则和数据、算法等技术手段,采取多种奖惩措施保障“二选一”要求执行,维持、增强自身市场力量,获取不正当竞争优势。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"2021年4 月 10 日,市场监管总局依法作出行政处罚决定,责令阿里巴巴集团停止违法行为,并处以其 2019 年中国境内销售额 4557.12 亿元 4% 的罚款,计 182.28 亿元。182.28 亿元是目前国内开出的最大一笔罚单。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"该罚单公布后,阿里巴巴迅速回应,并发布公告称:对此处罚,我们诚恳接受,坚决服从。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"去年12月29日,美团被曝因取消支付宝渠道遭遇反垄断诉讼,北京知识产权法院已立案审理。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"今年3月,市场监管总局根据《中华人民共和国反垄断法》第四十八条、第四十九条作出行政处罚决定,腾讯、百度、滴滴等十二家企业分别处以 50 万元人民币罚款,包括腾讯收购猿辅导案、百度收购小鱼集团股权案等十起案件均违反了《中华人民共和国反垄断法》第二十一条,构成违法实施经营者集中,评估认为不具有排除、限制竞争效果。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"同月,关于反垄断的最新情况,腾讯控股主席马化腾首次作出回应。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"在腾讯控股 2020 年业绩发布会上,马化腾表示,会积极配合监管部门,总的来说尽可能做到合规,保证长远的发展。此外,腾讯控股总裁刘炽平则表示,关于反垄断已经跟相关部门多次见面,对这方面要求跟政府都有定期会议,在会议当中谈及多项议题,期待能够打造一个健康的环境,让更多创新在国内发生,腾讯也一直非常重视合规和要求。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"7月8日,监管部门对互联网行业 22 起违法实施经营者集中案件开出罚单。其中涉及阿里巴巴 6 起,涉及腾讯 5 起,这些案件均违反了《中华人民共和国反垄断法》第二十一条,构成违法实施经营者集中,评估认为不具有排除、限制竞争效果。同时,市场监管总局根据《中华人民共和国反垄断法》第四十八条、四十九条作出行政处罚决定,对涉案企业分别处以 50 万元人民币罚款。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"中国互联网行业正在迎来反垄断、强监管的时代。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"从目前的形势看,反垄断监管或许会成为常态化的趋势。对于巨头来说,反垄断可能意味着要动它们的蛋糕。但对于中小公司乃至整个互联网行业来说,反垄断有利于营造更加公平的竞争环境。"}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"对互联网行业可能的影响"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"两个超级巨头如果上演世纪大和解,也必将对整个互联网行业产生重大而深远的影响,可能有人欢喜有人忧。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"腾讯和阿里的核心业务其实没有特别大的正面冲突,阿里的主业是电商,腾讯的基因是社交,两家如果互相开放,或许还可能实现1+1>2的效果。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"和解传闻传到资本市场,也得到了正向的反馈。昨晚美股开盘后,阿里的股价涨了2%,腾讯的ADR涨了2.4%。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"但,对于腾讯和阿里各自的竞争对手而言,就不一定是好消息了。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"对当下腾讯系流量的最大对手字节跳动可能不利。在社交和娱乐领域,字节跳动在对腾讯系发起了猛烈的进攻。且字节跳动也正在游戏、电商、本地生活和支付方面发力。巨头联手,字节跳动的竞争压力更大了。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"此外,拼多多等电商平台也会受到一定影响。昨晚美股开盘后,依赖腾讯系流量的拼多多和京东股价下跌。京东跌2.4%,拼多多大跌6%。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"如今电商平台的竞争愈发激烈,拼多多作为后起之秀,在短短几年时间里,迅速崛起为国内TOP5的互联网公司。去年11月,拼多多首次实现季度盈利。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"这几年,拼多多对阿里电商的攻势也越来越猛。截至 2020 年 9 月底,拼多多年度活跃买家数达到 7.3 亿。而同期,阿里巴巴中国零售市场年度活跃消费者达到 7.42 亿。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"拼多多年活用户数据已逼近阿里,二者之间的差距仅不足 2 千万用户。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"在月活数据上,拼多多增速可观,奋力缩小与阿里之间的差距。截止去年 9 月底,拼多多 APP 端月活用户数 6.4 亿。阿里2020年 Q3 季度月活用户为 8.81 亿,拼多多与阿里的月活差距在 2.4 亿左右。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"拼多多之所以迅速崛起,一个很大的优势就是,它能在微信场景下进行链接直跳转,还能在整个微信的环境下完成购买。拼多多的“砍一刀”在微信用户群中十分流行,由用户向微信好友发起邀请,与他人等拼单成功后,就能以更低的价格买到所有商品。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"如果腾讯和阿里全面打通,拼多多的流量优势可能减弱。"}]}]}

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