Chapter 508: Ahri is upset, the era of the new Big Three is coming?!
In the blink of an eye, Double Eleven has arrived as scheduled.
In this year's Double Eleven, in order to keep the championship, Ahri also went all out. First, he teamed up with Shu Ning to move the main battlefield of Double Eleven from Lin'an to the capital.
Thinking of taking over the high ground.
Then the "Double Eleven Carnival Night" was launched in Beijing, inviting countless domestic and foreign entertainment celebrities to perform, focusing on international style, which can be said to be dazzling and attracting a lot of attention.
They even asked Meiliguo Exchange to remotely ring the bell and open the market for Ali’s Double Eleven event.
Full of sense of ceremony!
In addition to Ahri, Jingdong also launched a "surprise night party", and Shu Ning invited the recently popular male running team to help out and start a "Ten City Linked Party".
One is more fancy than the other.
Only Pinxixi is unique and sticks to the previous "simple, affordable, profit-sharing" style. It doesn't engage in these fancy things at all, and just starts tens of billions of subsidies and is done.
Pin Xixi's "low profile" is in sharp contrast to Ahri's high profile.
It depends on how consumers choose.
The answer to the mystery was soon revealed the next day——
During Double Eleven, Mobao’s cumulative sales were 62.5 billion, and Pinxixi’s cumulative sales were 57.5 billion.
As for Jingdong, Shu Ning and other accompanying runners, they seem to be having a lot of fun, but they have not disclosed specific sales data. They obviously know that they are too far behind Ahri and Pinxixi, which will undermine confidence.
The gap between Pin Xixi and Mo Bao is only five billion.
Although Ahri barely held on to the throne, compared with the size and development time of Mobao and Pinxixi, Ahri seemed to have won, but in fact she had already lost.
And he lost completely.
Because compared with last year's Double Eleven sales data, Mobao's sales only increased by 12 billion, while Pinxixi's sales surged by 39 billion, more than tripling.
It can be said to have created quite a sales miracle.
The reason is not only because in the past year, Pinxixi has achieved substantial growth in terms of the number of registered users, daily active users, merchant scale, etc., narrowing the gap with Mobao.
Another very important factor is -
The results of both sides during last year's Double Eleven were inherently unfair to Pin Xixi.
If Ahri hadn't adopted the "choose one from two" strategy, Pinxixi's sales would have exceeded the 30 billion mark last year, continuing to close the gap with Mobao.
This year's sales figures are nothing more than an over-compensation.
Another very important reason is that Mobao and Pinxixi’s different choices in Double Eleven marketing strategies have also led to a large number of consumers voting with their feet.
Facts have proven that consumers still care more about real discounts than the lively, international Double Eleven party and the ceremonial bell-ringing ceremony.
Many people even placed orders on Pinxixi while watching Mobao’s Double Eleven party.
This saucy operation is so suffocating!!!
With the release of the sales data of Mobao and Pinxixi, it almost announced an astonishing fact to the market, that is——
In the future, China's e-commerce industry will transform from the previous pattern dominated by Ali and his family to a new pattern in which Mobao and Pinxixi coexist.
Ahri's throne has truly been challenged like never before.
There was also a little incident during this period.
For example, on the day of Double Eleven, many netizens waiting in front of their computers or mobile phones found that the Mobao website displayed prompts such as "Data loading failed", "It's overcrowded", "The bank system is too busy" and they were unable to submit purchases.
car.
By the time the system was restored, the merchandise had been sold out.
Compared with Ali, Pinxixi has basically no lags in terms of network data maintenance because of the strong support from Qingyun Data. It is obvious that Pinxixi must do a better job.
In a sense.
This is also another battle between Zhifubao and Weixin Pay, with Weixin Pay slightly better.
It’s okay that the e-commerce business has been challenged. Now even Zhifubao is about to be overtaken by Weixin Pay. This is undoubtedly another heavy blow to the already depressed Ahri.
There are a lot of discussions about this on the Internet.
"Okay, Pin Xixi finally caught up with the magic treasure, awesome!!!"
"It's really awesome. I predicted before that if Pinxixi's sales could reach half of Mobao's, it would be considered a success. Who would have thought, but it would reach more than 90%, awesome!!!"
"This gap is basically not a gap."
"Including Ahri's additional marketing costs, maybe we can even make more money by working with Xixi."
"Doesn't anyone doubt the authenticity of Ahri's data? This is a lesson learned from the past."
"Well, this is really not guaranteed."
Ahri’s outrageous operation last year undoubtedly lost a lot of credibility.
"Compared with Ali's flashy marketing, I still prefer Pinxixi's down-to-earth approach, saving money on marketing and really passing on profits to us consumers. Isn't this delicious?"
"It smells very good, okay?"
Before Double Eleven, Pinxixi's own prediction was that the sales would be only 50 billion, an increase of 7.5 billion. Apparently, this is because consumers are really not stupid and can easily tell who is playing superficial tricks.
.
"If Ahri continues to deceive consumers like this, it will really be surpassed by Pinxixi next year."
"Haha, let's see if Ahri can be more arrogant from now on."
"If you don't cheat, you will be surpassed."
Anyone with a discerning eye can see that with Pinxixi’s current terrifying growth rate, it is a certainty that it will surpass Ahri next year.
The only suspense may be how much Pin Xixi can surpass.
………
Compared with online discussions, the reaction of the capital market is more realistic.
On November 12, as soon as the U.S. stock market opened, Ali's stock price took a big plunge. In just one day, its market value dropped from US$171.3 billion to US$154.5 billion.
16.8 billion was evaporated directly.
The next day was Friday, and Ali's stock price continued to fall, falling below 150 billion for the first time.
It can be seen from this——
Faced with the fact that Ali is no longer the dominant player, the capital market has greatly reduced its interest in it.
………
Ahri Headquarters.
"Are Pin Xixi's sales data accurate?" The uncle looked confused.
There is even a hint of hope.
"Uh, this is hard to say."
A trace of embarrassment flashed across Ren Xiaoyao's face. He didn't know whether Pin Xixi's data was good or not, but Ah Li's data was really bad.
This does not mean directly modifying the sales data, but including all sales after November 2.
It was also a warm-up beforehand.
Ren Xiaoyao actually doesn't need to be embarrassed, because this trick of counting pre-sales will only become more and more popular in the future, and some even start pre-sales one month in advance.
I wish I could pluck up all the wool in one go!
certainly.
Ren Xiaoyao was also very lucky. Fortunately, he had a steady hand and played a little trick. Otherwise, Mobao's sales data this year might really be surpassed by Pin Xixi.
Although the victory is not pretty now, at least the last fig leaf has been retained.
Otherwise it would be too embarrassing.
"The enemy has already climbed onto the city wall. How will we defend it next year?"
The uncle looked depressed.
Facing an opponent like Pin Xixi, for the first time, a sense of powerlessness arose in my heart.
Are you really old?
"next year…"
Ren Xiaoyao didn't know how to answer the question, because no matter how he predicted it, it seemed inevitable that Ahri would be surpassed by Pin Xixi next year.
There was nothing he could do to save himself.
"Forget it, I won't embarrass you anymore." Seeing this, the uncle didn't want to be discouraged.
"..."
Ren Xiaoyao felt relieved, and then said cautiously: "Boss, Soft Finance Group has just contacted me and said that it plans to reduce its shareholding in Ali."
Soft Finance Group is really a thief. Seeing that something is not right, the first thing they want to do is to cash out.
Otherwise, it's a piece of cake.
"The building will collapse, the tree will fall and the hozen will scatter?"
The uncle looked gloomy, and then said: "If you want to reduce your holdings in Soft Money, then you can reduce your holdings."
Nowadays, Ahri no longer needs to rely on SoftGold Group's resources. "Diluting" SoftGold Group's equity and reducing its voice in Ahri is not necessarily a bad thing.
As for the stock price fluctuations caused by this, let's do whatever you want.
"good!"
Ren Xiaoyao was not surprised at all by the uncle's decision.
Because to be honest, as Ahri's largest shareholder, Soft Finance Group can actually do so at any time if it wants to reduce its holdings and cash out. Notifying Ahri's management in advance does not mean actually obtaining the consent of Ahri's management.
It's just that I don't want to break my face.
………
Tenda Building.
"57.5 billion..."
Seeing Pin Xixi's Double Eleven performance, the second master was a little distracted.
too strong!
As an industry insider, although Mr. Er was very optimistic about Pin Xixi's development prospects, he never expected that Pin Xixi could develop so fast and violently.
It’s only been a few years now? Ahri is about to be pulled down.
Thinking back on Tengda's e-commerce business, when the ambition was at its most ambitious, it was just to be the second child.
Of course, now I am only qualified to be the fourth child, or even the fifth child.
Nowadays, Tenda’s e-commerce business not only fails to compete with Pinxixi, but also missed out on Jingdong. In the end, it was reduced to cooperating with Jumei Youpin.
In this year’s Double Eleven, Tenda’s presence was almost zero.
It's really sad...
"Will there come a day when Tengda's market value cannot even compete with that of Xixi Group?"
The second master raised his head and looked at Lu Jian opposite.
"Well…"
The expression on Lu Jian's face froze because this was something that was very likely to happen.
Once Pinxixi Group's revenue catches up with Ali, it is only natural that its valuation will reach two-thirds of Ali's, even without the support of Ali's ecosystem.
Although Ali's share price has fallen, it still maintains a trillion-yuan scale.
That is to say——
If Pinxixi Group is willing to start a new round of financing, the valuation is likely to exceed the market value of Tenda.
This is really unacceptable.
The only consolation may be that with Pinxixi's current profitability, it is estimated that it no longer needs financing, so the so-called valuation is just a valuation.
It cannot be changed.
This is not the only thing that makes Erye depressed. Just the day before yesterday, Tenda Games finally won the agency rights for the PC game "Path of Exile", thinking that it would take a breather in the game business.
At least we don’t have to be overwhelmed by Jade Bird Interactive Entertainment in the fields of client games and mobile games like now.
But the problem is——
The process of Tenda obtaining the agency rights for "Path of Exile" this time was a bit disgraceful.
At the beginning, the producers of "Path of Exile" wanted to actively cooperate with Jade Bird Interactive Entertainment and let Jade Bird Interactive Entertainment act as an agent, and they also offered very generous conditions.
Unfortunately, I was still declined by Jade Bird Entertainment.
In other words, Tenda Games is actually the successor to Jade Bird Interactive Entertainment.
If it's just like this, forget it, it's just making money, it's not shabby. What makes Tenda most depressed is that the production company of "Path of Exile" was rejected by Jade Bird Interactive Entertainment, and then raised the price of cooperation with Tenda Games.
It's like I'm sure I've got a Tengda game.
Because of this, although Tenda Games finally won the agency rights for "Path of Exile", it was as uncomfortable as eating a fly. It always felt like being humiliated.
"The tiger fell down and was bullied by the dog."
Compared with Pin Xixi's infinite scenery, the second master is really exhausted physically and mentally, with a desolate look.
………
Monday, November 16th.
In the office, Zhang Shuo was quickly browsing the news. Follow-up reports on Double Eleven still occupy an important position on major websites and platforms.
Until now, many netizens still lament that they feel like they are witnessing history.
"The glory of Qiandu is gone, Tengda is dwindling day by day, and now, even Ahri, who seems to be the strongest, is being defeated by Pinxixi. I seem to see that the era of the Big Three is fading away."
Some people feel so deeply.
The iron triangle composed of Qinghe Group, Pinxixi Group, and Qingcheng Group has risen strongly on the corpses of the three giants. It is known as the "Three Giants" of the new generation of the Internet industry.
As for Su Ya, he is regarded as the manipulator behind the new "Big Three".
Really amazing!!!
In addition to the Double Eleven war, there was another news in the Internet industry last week, which was the resignation of the CEO of 68 Ganji Group and the split of Guazi Used Cars from 68 Ganji.
In the next few years, Guazi used cars will still be very popular.
At least there's a lot of advertising...
Zhang Shuo paid attention to this news because Fenglei Fund, which had moved its headquarters to Xiangjiang, was the driving force behind the split of Guazi Used Cars from 68 Ganji.
Unknowingly, Fenglei Fund's tentacles have extended to areas that Zhang Shuo didn't pay much attention to.
It can be seen that it has really grown up.
Another piece of news that is somewhat related to Zhang Shuo is that Jiawei Culture officially disclosed its listing plan last week and started preparatory work before listing.
At the same time, the listing location was also selected in Xiangjiang.
As a professional manager, Xu Jia is still very qualified, but she is very efficient.
The will is also very strong.
Turning our attention back to the budding system, just last Friday, Jade Bird Interactive Entertainment launched another mobile game masterpiece "Ace War", maintaining stable performance as always.
As for the agency rights for "Path of Exile", Zhang Shuo personally turned it down.
He knows very well that although the production of "Path of Exile" is not bad, the original time and space has not become popular. The fundamental reason is that PC games are being replaced by mobile games at an accelerating rate.
The once glorious era of PC games is gone forever, so don’t be too nostalgic about it anymore.
Just as the era of the Big Three is passing, it is not bad news for consumers.