Nowadays, Tencent Traffic has JD.COM, Pinduoduo, WeChat business, etc. With Tencent's crazy investment in the retail field, Carrefour China, Wal-Mart China, Yonghui Supermarket and BBK Supermarket have also formed the trend of holding the moon.
We still have to see that although these companies seem to unite around Tencent, they are competitive with each other. JD.COM and Yonghui are competitors, so although JD.COM invested in Yonghui very early, it has become a pure "financial investor" since then.
Why does Tencent want to be Pinduoduo himself? Some people say that it is because JD.COM failed to realize Tencent's ideal after accessing the first-level portal of WeChat, not only failed to make the mobile phone terminal work, but also failed to effectively curb the growth of Taobao traffic, so he had to do it himself.
The development of Pinduoduo has really brought a serious impact to JD.COM. The first is to bring problems to the growth and activity of mobile application users in JD.COM. This also proves from the side that even if the traffic of WeChat is amazing, it is still inexhaustible. Adding shopping on WeChat has the consequences of trade-offs, and too many similar people are incompatible.
In the ranking of 20 17 cheetah big data e-commerce app, Pinduoduo surpassed JD.COM and became the second place after Taobao. In addition, it is reported that the daily order volume of Pinduoduo has surpassed that of JD.COM. In another data, the number and activity of Taobao users are increasing, and the growth of Pinduoduo is even more rapid, but the decline of JD.COM App is outstanding. It can be seen that the growth of Pinduoduo is mainly to grab JD.COM's tourists, not others.
Is there a competitive relationship between JD.COM and Pinduoduo? As long as it is shopping, there should be, but the concepts of the two are different, and there seems to be not much competition.
Obviously, JD.COM also disdains to associate with Pinduoduo. JD.COM has been promoting its authentic quality in a high-profile way, and its corporate slogan is "Success is on the Right Path". However, statistics show that in 20 16, the number of complaints in Pinduoduo ranked first in the industry, reaching 13. 12%. A total of 227 complaints were received, the main problems of which were fake goods, poor service attitude and unreasonable fines, which were obviously out of line with JD.COM. The idea of COM.
Of course, even so, JD.COM never mentioned the quality problem in Pinduoduo in his propaganda. After all, "this is the same root" and it is also an industry invested by Tencent. For Tencent, JD.COM is the benchmark of Tmall, and Pinduoduo is the benchmark of Taobao, which is a typical combination of one high and one low. It's good in theory, but it's different in reality. Taobao is a drain for Tmall, and its interior is also open, but Pinduoduo and JD.COM are "rivals", at least for now, they can't be integrated.
Pie. Com was sold to JD.COM. JD.COM could have combined Pat and JD.COM into a pattern similar to Taobao Tmall. But, JD The team of COM lacked the management ability to fight against the proliferation of social fakes and had to give up, so that they lost the opportunity to catch up with Alibaba on the mobile side.
It is said that Tencent's most efficient management system is that there will be multiple teams competing in the same business to ensure vitality, but this model is suitable for making products, or it is more suitable for making game business with short life cycle and rapid upgrade. This "horse racing" mechanism is not suitable for business areas that need long-term sustainable operation, pursue customer service experience and have high experience in organization and management. If JD.COM and Pinduoduo compete on different runways to see who can subvert Alibaba, the result of this thinking may be killing each other.
No matter JD.COM, Pinduoduo, Meituan and 58, they will all ask Tencent for traffic, and now they will add Vipshop, Yonghui and so on, but the traffic is not omnipotent and unlimited. During the Spring Festival of 20 18, the big data released by Tencent specifically pointed out the amount of information and the number of friends sent by users on WeChat. These are announcements to strengthen the confidence of partners, reflecting the lack of traffic growth. In the future, on the issues of distribution mechanism and fairness, JD.COM and Pinduoduo will definitely compete in the "human race".