Recently, two of China's richest man on the bar, one is now often reigning as China's richest man, Mr. Ma Yun, one is early this year, with the power of the listing once dubbed the throne of the richest man, Mr. Wang Wei, a time when China's largest e-commerce giants and China's largest logistics hegemony began a frantic battle to let the capital markets today came across the news of the children's hijacking has become eclipsed. Shunfeng and Ali, the two strategic partners who once rested with ****, and how to turn against each other? Today, we will talk about shunfeng about war caijiao, ma yun and wang wei in the end because of what do not serve to fight?
one,Shunfeng war rookie what happened?
June 1, in the children immersed in the Children's Day laughter, in the Chinese stock market bemoaned in the children's hijacking of the blood and rain, a huge shocking war did happen without a word. A few days ago, in the Rookie Bird Network released the agreement of strategic cooperation, SF, as the dominant Chinese logistics companies, is on the list. In a joyful and peaceful launch, all the logistics company bigwigs and e-commerce giants said they would open up their respective data connections and build China's logistics data network together. However, in less than three days, the boat of friendship capsized.
On the afternoon of Children's Day, Cainiao Network suddenly issued an announcement that SF suspended the data interface of Cainiao Network. According to the announcement of the rookie bird, the evening of May 31, the rookie bird network received a notice from SF to suspend the data interface. Immediately following the early morning of June 1, SF shut down the data information back to the self-pickup container, and at noon on June 1, SF further shut down the logistics information back to the entire Taobao platform. Raijiao said, SF's behavior will lead to some merchants and consumers information confusion, will most likely cause merchants and consumers significant losses. In the announcement, Raiders mentioned that before this incident, in order to protect consumer privacy, telephone information security, Raiders according to the recommendations of the security team is on the whole network logistics data information security upgrade (emphasis added). In order to avoid losses to merchants and consumers caused by the lack of logistics data, merchants have been urgently recommended to temporarily stop the use of SF shipments and switch to the services of other courier companies.
Just when we are confused, is not SF finally can not help to kill the rookie, but on second thought it does not feel right ah, as China's largest e-commerce giant Ali's courier industry chain, SF stopped the rookie network service that is not to self-destruct? Is it possible that SF has begun to practice the Seven Injuries Fist? Prepare to hurt the enemy a thousand, self-loss of eight hundred?
Sure enough, soon things turned around, SF also released its own statement, SF said: this thing is not caused by the "information security upgrade" as described by the bird network, the main contradiction is focused on SF's Feng Chao Express Cabinet. Feng nest technology as the main carrier of SF express cabinet business, with less than a year's time to realize the layout of 20,000 outlets. Feng nest in 2016 on the line when the cooperation with the rookie, rookie to provide consumers with cell phone number information to the nest, nest feedback express in and out of the warehouse information to the rookie, however, this cooperation in March and April of this year in the process of renewing the contract, the rookie put forward the nest is difficult to accept the terms of cooperation: that is, all of the courier cabinet information must be triggered through the rookie wrapped package, the pickup code information to be given to the rookie unconditionally, the nest should be return all parcel information to the rookie, including non-Taobao, Tmall and other Ali system platform orders. This condition is difficult for SF to accept, so in order to sanction SF, Cainiao in the Children's Day day offline SF interface.
The matter has come to a point where the two sides dislike each other and tear each other apart, and the public said the public has a reason and the mother-in-law has a reason, which is right or wrong seems to have become a mess.
Two,Shunfeng and the bird in the end in the fight for what?
In the warring parties to dislike each other, each other to fight when the mouth, there is a news but also not also shin away, is said to be the official news of the SF, said that the reason why the bird blocked the SF, because the Ali side hope that the SF to give up the use of the Tencent cloud to change to use the Ali cloud. so what?Originally, it is a matter of the two sides, how the penguins also silently lying shot?
I carefully studied the whole thing, always feel that this mutual dislike how so familiar, seems to have seen in some place. Three years ago, there is a much smaller company than Shunfeng had a similar war with Ali, in June 2014, engaged in the Shanghai living expenses payment query and payment service platform "pay through" announced and Ali's "Alipay" parted ways. parted ways, issued a notice to terminate with the Alipay channel to provide public **** cause billing services, pay through once said that Alipay billing "abnormal query volume" is four times more than the normal channel, while Alipay said that this move is to optimize the user experience, to achieve the security of the data upgrades. Wait, how to optimize the user experience, to achieve data security upgrade? How is this statement the same as the statement released by Caijiao today? The same is Ali's enterprise, feel a little wrong.
So the question is, what are SF and NB actually fighting for? I think, the so-called Tencent cloud is just a front, penguin should be lying shot, the real problem should still be in the data above. As we all know, after entering the Internet era, we have stepped into an era of big data, in this era of data in the world, how to be able to collect as much user data will have a great benefit to the future development. In the field of big data collection, in addition to the official credit system, the most ambitious in big data is Penguin and Ali. Penguin has the largest social platform in China, which can control almost every move, word and behavior of everyone every day, and the control is mind-boggling. Ali has China's largest e-commerce platform, Taobao in the field of C2C can be said to be the champion of the world, in the field of B2C Tmall is also pressed Jingdong and other e-commerce head to head, what we buy every day basically can not escape the eyes of Ali. However, this is enough? May not be enough, because the data of this thing is how not for more than one, the fundamental ability of big data is to use data to your daily behavioral portrait, the more comprehensive the data for the mastery of the user is also the more fine, there may be even your daily life together with your wife do not necessarily know what you love to eat, love to use, but through big data can be accurately locked, so as to realize the precise sales, precise marketing, and even habits of a whole set of grasp. Even the habits of life to grasp a whole set of big data portrait.
In order to do this, Ali over the years can be described as exhaustive, not only through the e-commerce platform Taobao, Tmall these collection of user shopping information, but also through the Alipay collection of user payment information, and now Alipay has long been more than just a platform for the collection of information on payment, money funds, P2P products and a variety of financial products will be the user's wealth as much as possible comprehensive wealth information collection, Alipay from the online to the collection of wealth, and the user's wealth information as much as possible. Collection, Alipay from online to offline extension, almost all APP penetration will be the user almost every transaction information are collected, not only you buy things in Taobao, you buy fruit offline, you use online car software to make a car basically all the information are collected in place. In addition, Alipay also uses Sesame Credit to collect users' credit card information, credit information, and through Sesame Credit's multi-application to collect users' bicycling information, residence information, water, electricity and coal use information and so on. And Cainiao network, as an important part of it, is the main collection channel for everyone's logistics information and shopping information.
The continuous collection of these data to improve, so that all people's lives will be analyzed by big data, each person's portrait is increasingly refined, and it is the existence of big data to form a huge extrusion barriers, other companies if you want to enter to compete for users, will be from all sides of the big data blow, almost no competitiveness, which is the possession of big data resources enterprise data High frontier. This frontier is far more important than what we usually say the user, say the market share, say the operating profit is much more important, with big data companies will be able to really master the user's behavior, which is the strongest competitiveness.
Of course, big data for the enterprise has become the most important forbidden domain, talking about income, we can have money to earn together, and even I lose a little money does not matter, but once you do not give me the data, this is to move my fundamental cheese, it must be a pattern of immortality, it is clear that this dislike, to a large extent, is the right of SF and the birds for the right to collect data and the high point of the struggle, one of the most important thing is to collect data. Want to collect as much data as possible, one wants to keep the data in their own hands, naturally, it is a pattern of immortality. I remember Luo Zhenyu in 2016 on the cross-year speech specifically said, Luo Alistair to open Taobao store, why open this, not to make money, just for the Taobao data, this time to let many people who have not been Taobao shopkeeper reacted, the original data is the core competitiveness of Taobao.
The war is the fight for big data, get the data of the world, in the end who can laugh to the end, or let's wait and see.
Economic perspective view of the world WeChat public number Jianghan vision observation ID: jianghanview