Tencent step by step reached a strategic cooperation, and Ali's new retail wheel war will continue to intensify

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Tencent has begun to increase the layout of the new retail area.

On the afternoon of February 1, BBK Chain Co., Ltd. (BBK) announced that it had signed a strategic cooperation framework agreement with Shenzhen Tencent Computer System Co., Ltd. (Tencent) Shenzhen on the day before. Both parties will jointly promote the development of smart retail "As a vision, they unanimously agreed to establish a temporary strategic partnership. In the future, they will carry out in-depth cooperation in the fields of building new capabilities, building a" digital "operating system, and finally creating a new ecology so as to reshape the value chain in the retail industry.

Specifically, the smart retail cooperation, building new capabilities and digital new operating system, backgammon in the announcement has also been further discussed:

1 Explore the new value chain of "smart retail." Both sides have established a comprehensive strategic partnership to explore the retail industry's value chain reshaping with the concept of "smart retail." We will promote the radical mode of operating in-bad sales as the core and transform the new mode of operating the entire life cycle of customers.

2 build new capabilities. Both parties will fully rely on Tencent's technological advantages and base on Tencent's advanced Internet products. Meanwhile, the Company will explore the potential of social and consumer interactive scenarios based on Tencent's online social platforms and multi-consumption scenarios under the backgammon. Combining with BBK's leading multi-format comprehensive operating experience, To improve the consumer digital consumer experience, build new digital capabilities. For the customer life cycle to provide more valuable integration of online and offline services, digital and Internet production factors, based on the realization of new value invention and profit model transformation.

3 to build "digital" new operating system. Depth integration of backgammon in the retail management experience and Tencent's technical strength to achieve full transformation and upgrading of the operating system to achieve digital customers, digital products, digital operations. Customer level, explore to provide people-oriented, thousands of thousands of noodles personalized content and services to further achieve the insight, accessibility, service, to the customer life-cycle management forward. At the commodity level, based on Tencent's advanced cloud computing and AI capabilities, it further upgrades category optimization and inventory optimization solutions to realize supply chain internet. Operational level, the development of data and algorithms based on the scientific decision-making system, the ultimate realization of all-digital business operations.

In fact, on January 22 this year, the Southwest regional chain retailers suspended backgammon, some media think it is with the Internet giant cooperation, it was also speculated that the target of cooperation may be Tencent. Today, this suspense was finally revealed.

According to reports, BBK Group was founded in March 1995. The group implemented the strategy of Southwest China. By the end of 2017, the group's 592 multi-sector physical stores have been located in Hunan, Jiangxi, Sichuan, Chongqing, Guangxi and Yunnan provinces and cities. In recent years, backgammon opened up the O + O strategy, breaking the line, returning to entities, rebuilding the global supply chain and gradually transforming itself into a digital enterprise. The group plans to become one hundred billion enterprises by 2025. This cooperation with Tencent, will help BBG reach more online users, to further break through the offline line. At the same time, the future through online and offline integration, can form a densely covered areas of various formats.

In the past two months, Tencent began intensive investment in retail. It is reported that Tencent successively invested in Yonghui Supermarket, Super Species, Carrefour, Wanda Commercial, and Heilan Home that made a 5% stake. Some media analysts believe that this turning point is Ali continue to high-profile layout of the new retail. Since October 2016, Ali has put several listed companies such as Sanjiang Shopping, Lianhua Supermarket, Xinhua Capital and Gaoxin Retail into their own businesses in the form of investments or acquisitions.

Wang Li, managing director of Huaxing Capital, interpreted AT's new retail launch as "taking a pit first and making more plans." Physical scenes offline, it is difficult to copy unlimited, space is limited. Minsheng Securities analysts believe that Tencent involved in the retail layout means that duopoly situation, the future does not rule out more Internet giants into the new retail, supermarkets, this offline entry, especially listed companies will become scarce resources.

However, some analysts believe that Jingdong and Tencent in the style of play is still slightly different. Ali as its core ecosystem, personally battle, through the platform to support countless small front-end, through the multi-ecological system to achieve empowerment, Box Ma Xian Xian has made good achievements online, the establishment of the moat.

Tencent is to focus on the choice of more efficient business cooperation, given the resources needed to enable enterprises to connect all scenarios, through the power of new retail sales, we can promote WeChat mobile payment and Tencent cloud IT architecture And AI development.

In the first year of 2018, the two giants have bet on the firepower in the new retail field. It is estimated that both sides will make more layouts in this area this year.