Those in favor: O2O is a big cake with a bright future.
Wang Wen, Executive Vice President of Chongyang Financial Research Institute of Renmin University of ChinaIt is believed that the 3.0 era of Internet finance began this year, and O2O is very important in the 3.0 era. Financial institutions dominate in the 1.0 era, wealth owners dominate in the 2.0 era, and compromise and coordination between the two are emphasized in the 3.0 era.
Zhang Yi, Chairman of iResearch:"Wanda has a wide commercial and real estate layout and many customers in the country, and its position in the city is important. It will be a better development direction to use the online advantages of Tencent and Baidu to help its regional traffic accurately transform."
Opponents: It is too difficult for Wanda to develop O2O in burning money membership.
Cao Zengguang, editor-in-chief of Bitnet:1. In the history of the Internet, there is no possibility of success in joint ventures between big bosses, not to mention the business is still open; 2. Tencent and Baidu go together with Wanda. It is Xiangzhuang’s sword to be Pei Gong. They don’t want to play e-commerce at all. They want to expand their territory into Wanda’s offline system. 3. Although I don’t think that the three companies are tied together to threaten Ali, the weakening of Ali’s e-commerce empire status is a general trend, which has nothing to do with millions of Teng.
Shenzhen Business Daily reporterLi Wei:According to the gameplay of the Internet in the early years, if you don’t have superior products, you will spend money-directly acquire a reliable e-commerce company. Wanda is a real estate aircraft carrier. Yes, it looks big enough, but how much is the cash reserve? A few days ago, Wanda Commercial Real Estate announced that its interim results turned from profit to loss. It is obviously unknown how much money Wanda has to burn. Even if 5 billion investment can be put in place at one time, how many e-commerce companies can be used for mergers and acquisitions? JD.COM, which has done well, has a market value of more than 40 billion dollars, which Wanda can’t afford or buy. What’s the use of buying something that is poorly done?
Neutral: O2O has challenges. The three alliances still need to wait and see:
Ding Daoshi, Dean of Speedway Research Institute:If it is true, it will be the largest e-commerce startup in China. This company is not short of funds, background and management talents, but it lacks e-commerce genes and luck. These two elements are invisible and intangible, but they do exist and affect the development of the enterprise. Keep a wait-and-see attitude towards the alliance of the three companies.
Analyst Wang Xiaoxing of Analysys International:"The cooperation between the three companies requires the three companies to fully turn resources into advantages in order to succeed. The key to success is how to transform Wanda’s offline resources into online resources, and successfully attract consumers to form a new ecosystem of online and offline linkage. "
China Economic Net Xiaobian has something to say:Wanda is doing e-commerce across borders, and the voice of public opinion is louder than the sound of applause. Xiao Bian wants to say that the development of a new business model is bound to experience the impact of traditional ideas and the test of the market. The three industry giants jointly organized e-commerce and integrated their online and offline resource development is their advantage. The key to the success of the three companies lies in the integration of Wanda offline resources and the development of Tencent Baidu online platform. At present, there is no successful model to replicate. There are certain risks for traditional enterprises to get involved in O2O, and Wanda e-commerce has a long way to go. There is a media commentary Xiaobian deeply convinced that the result of "tripartite cooperation" may be utopia, which may lead to new legends. But what is important is that traditional industries and new industries have learned strategic cooperation and innovative survival, which is the hope of China’s economy.
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