Just after Double Eleven, major Internet companies were immersed in the joy of breaking records, but Meituan was not so lucky.

On November 10 and 11, 2020, Meituan’s stock price plummeted continuously, and Pinduoduo released a financial report on the 12th. The stock price soared by 20.4%, and the limelight suddenly exceeded JD.com and Meituan.

Everyone knows that the boss behind Pinduoduo, JD.com and Meituan is Ma Huateng, and his investment is behind them.

The competition among the big guys is essentially a competition for users and traffic. In the traffic treasure land, WeChat already occupies half of the country. Facing fierce market competition, Ma Huateng can only watch the battles of his younger brothers with a smile.

1. Double-sided attack

Speaking of Meituan, another food delivery giant may come to mind, which is Ele.me.

Compared with Ele.me, Meituan does not have much advantage in this traffic war. There is a core reason: the boss behind Ele.me is Alibaba.

In October this year, the number of active users of Ele.me surpassed that of Meituan Waimai. As early as August this year, Ele.me launched a tens of billions of subsidies and various discounts, attracting many user.

When it comes to seizing users, the usual tactic used by big guys is to spend money. In other words, the competition between big guys is essentially a competition for capital.

The reason why Pinduoduo has been able to rise in such a short period of time is also inseparable from the strategy of spreading money. Huang Zheng is definitely a master in controlling human nature.

Returning to the matter of making money, if you want to make money, you must first learn to spend money. People who really make money are essentially people who can spend money.

On the other hand, poverty is actually caused by not knowing how to spend money. You only need to observe where the money in the hands of the poor mainly flows.

Alibaba’s users and traffic have always been evenly matched with Tencent’s, but Ele.me and Alibaba are becoming more and more integrated, not only in terms of users and traffic, but also in terms of product technology. Ele.me has also moved to Alibaba Cloud.

If Meituan loses to Ele.me in terms of users, traffic and technology, what is its advantage? Therefore, when Meituan Waimai faces a strong rival like Ele.me, it must be false to say that Meituan boss Wang Xing is not anxious at all.

This is not over yet. Another strong rival of Meituan is not far away, it is Pinduoduo. Some seemingly unrelated fields actually have fierce competition behind them.

Pinduoduo and Meituan, one is mainly involved in the e-commerce field, and the other is mainly involved in the food delivery field. It seems that they have no intersection, so why have they become competitors? Another word has to be raised here, that is "cross-border".

In the past two years, after social e-commerce has gradually become popular, some subdivisions have spawned on this track, and community group buying is one of them. .

In July this year, Meituan announced its entry into community group buying. Meituan boss Wang Xing poured a lot of money and resources into it. In August, Pinduoduo’s grocery shopping products were launched and have taken a back seat. Huang Zheng, who was behind the scenes, even took action personally.

As of mid-November this year, Pinduoduo’s grocery shopping business has been launched in nearly 100 cities, almost double that of Meituan. Can Meituan’s boss Wang Xing not be anxious?

Faced with the double attack from Ele.me and Pinduoduo, can Meituan Takeout break through?

However, this is not our biggest concern. What we are most concerned about is whether through the competition between Pinduoduo, Meituan and Ele.me, we can retrieve some information that will help us make money. of something.

2. Commercial projection

As long as a big phenomenon occurs, the phenomenon itself will be accompanied by some projections. For example, the progress of society reflects the improvement of people's living standards, and the competition between companies also reflects the competition between employees.

Whether it is the e-commerce field or the food delivery field, if you want to continue to survive and develop, users and traffic are the foundation. Losing users and traffic is equivalent to losing the country. Our business and projects are no exception. As long as the traffic problem cannot be solved, other actions are basically redundant.

Pinduoduo, Meituan, Ele.me, including giant companies such as Alibaba and Tencent, are actually successful enough and theoretically safe, but the crises behind them are everywhere.

This is especially true for us ordinary people. As long as we stop making progress, we are regressing. Therefore, if you want to make money and double your income, it is best to go to a competitive environment. Staying in your comfort zone and living a life of boiling frogs in warm water is tantamount to chronic suicide.

Another issue is the boundary. Only by constantly breaking boundaries can you slowly build your own moat, bury your head in the sand, and pretend not to see changes in the outside world. How will you eventually be eliminated by people in other fields? I don’t even know.

Just like before, you may know that Ele.me is one of Meituan’s biggest competitors, but what you may not expect is that Pinduoduo is also a competitor of Meituan.

In the shopping mall: Whether you are a business tycoon or someone like us who does small businesses or small projects, the competitors you can see now are not necessarily the real competitors. There are some invisible ones behind them. Competitors are difficult to detect.

In the workplace: Some jobs may seem comfortable, but in fact they are a self-eliminating vortex. The longer you stay in this vortex, the more dangerous it becomes. If you do a job without any growth potential, you may gain temporary comfort, but you will lose more things behind the scenes, but they will not show up for the time being.

For example: You are engaged in mobile payment, and you think your competitors are just other people doing mobile payment, but the invisible competitors behind may be those who manipulate the payment market, or some related policy.

Many years ago, most people who opened clothing stores thought that their competitors were only other clothing stores, but unexpectedly, a competitor that had nothing to do with clothing stores appeared halfway: e-commerce .

Take the initiative to choose a road that is temporarily difficult to walk, and it will get better the further you go. Choose a road that is easy to walk temporarily, and it will become more difficult the further you go. There are also two curves, one is a steady downward line, and the other is a zigzag upward line. I don’t know which one you choose.

Carefully search this business case and what it projects. Maybe you can harvest something for your own use, which will allow you to have an increase in income in the next three to five years. Big breakthrough.