“Although group sharing is doing very well in overseas markets, don’t forget that the domestic market for group sharing has begun to shrink.”
“It’s normal. Now Alibaba and Tencent are restricting the development of group sharing from upstream to downstream. If they don’t shrink, they will be really amazing.”
“I think the group suddenly shifted its focus to overseas markets, perhaps because the domestic market is full of crises and chose to retreat temporarily.”
“It’s not that there are always dangers, but it’s certain that development will be limited. Some time ago, some people even reported that WeChat would block group-buying links.”
“Tencent is better, while Alibaba is more direct and is working hard on functional aggregation.”
The so-called functional aggregation is actually what Pang Rui conceived during the payment war.
Because group shopping was a waste of money through online ordering, which disrupted Alipay’s promotion rhythm, this approach has not been implemented, but it did make a splash this year.
They aggregated Elebu, Word of Mouth, Taopiaopiao, Fliggy, etc. on the homepage of the Alipay platform, and used the overall traffic to bring all projects to life. The current results are indeed good.
The size of Hungry is not in the food delivery market has obviously increased, and its reputation has gradually improved. Taopiao Piao, Group Movies, and Damai are even more powerful. Fliggy is also closely following the group travel in the tourism industry. Second to Ctrip.
In addition, the development path of WeChat seems to have embarked on this path after continuous attempts in the early stage.
According to internal rumors, WeChat will then build a traffic interface for itself and connect all Internet services on the market to WeChat.
The development paths of these three companies are different, but they have the same purpose.
Take payment software as an example. Currently, the three PAT companies have three forms.
The first form is Cloud QuickPass, which is a basic form that only has payment functions and is used to link with group-buying software.
The second form is Alipay, which regards itself as a big bag and puts all the functions in it, trying to use one software to meet all needs.
The third form is WeChat payment, which relies on social functions, which is equivalent to soaking in a huge traffic pool. Wherever there is social interaction, there will be WeChat payment.
Now many experts are making predictions, saying that WeChat’s form is the most perfect.
Because social networking has traffic attributes and is also needed by the public, Tencent has concentrated all industries in the center of traffic and will surely become stronger and stronger.
Alipay itself is a tool application. If one software can really satisfy everyone, it can indeed break through the limitations of tool applications.
And the group fight…
To be honest, experts predict that the future of group sharing is not good. One of the main reasons is that there is no traffic source for group sharing.
With the development of 4G networks, the traffic of cultural media platforms has gradually declined, and even giants like Weibo have been affected.
Pintuan’s two major traffic pools, one is Toutiao and the other is Zhihu Campus, are currently entering a period of declining traffic.
So as time goes by, groups that lack traffic pools, and even Alibaba, will be at a disadvantage, while Tencent will remain evergreen with its amazing social matrix of daily activity.