Game field:
Compared with Ali and Baidu, Tencent's overseas layout is mainly concentrated in the field of games. In the past two years, Tencent has made rapid progress in investment layout, with broad vision, first-class strategic layout and sensitive sense of smell. As can be seen from the investment structure, Tencent's sense of smell for the industry is quite sensitive. First of all, it is a step-by-step approach to its own foundation-games. The layout has infiltrated from China to overseas, from end-game and page tour to social games. Every time, it is a big deal, and even has some ideas about Activision Blizzard.
After gaining a foothold in the game, the next step is to start moving the knife at the e-commerce level, and the direction is also very clear-only in the top two in the vertical field. Although it is also mired in the quagmire of e-commerce, compared with the comprehensive e-commerce that kills blood, the penguin's bullets are still not worth it.
The second is the mobile Internet, which is also involved in throwing frogs and buying treasures.
If games, e-commerce and mobile Internet are all trend investments, then investing in Caixin Media is more like a value investment-since then, Tencent has the best quality IM tools, games, media, vertical e-commerce, social networks (at present) and of course the most cash in the Internet field.
Typical investment case: the investment scale is in the order of tens to hundreds of millions.
A. Games-Hot Cool, Riot, Field, Game Valley
B. e-commerce-Tongcheng Haolemai, Kelan Diamond, Gao Peng, Yixun and Yilong.
C. Mobile Internet-innovation works, A Fund, Le Frog Technology, Maimaibao Technology
D. Others-Kingsoft, Huayi Brothers, Discuz, Caixin Media
Let's look at Alibaba's:
The key word of Alibaba's investment is "e-commerce". By making up for its shortcomings in operational support, logistics warehousing, software data, etc., Ali is presented to people in a more complete ecological form. Alibaba's investment needs to be understood; Although Shanda won by strategy, but failed by execution, the profitable project began without leadership;
In addition to building the existing e-commerce map, Ali is still investing in future possibilities related to e-commerce, such as injecting capital into group buying website Meituan, map provider Yitong and traffic statistics service provider CNZZ. Each chess piece seems to be independent, but it is inextricably linked with the existing business-future Taobao buyers and sellers may be able to upgrade their business to another level through Ali's LBS tools and big data analysis.
Typical investment case:
A. E-commerce logistics-Star Express, Best Logistics, Shenzhen Yitong, Prologis, Cool House Logistics.
B. E-commerce software-Qingtian Technology, Vendio and Auctiva
C, around the e-commerce-Shanghai Baozun, Taotaosou, Wang Wan, word of mouth.
D others: renren.com. Com, famous shoe store, meituan. Com, Yahoo China, map provider Yitong, and traffic statistics service provider CNZZ.
Look at these giants, they control almost half of the Internet, from shopping to socializing, traveling and traveling, covering almost our daily life. How many of these softwares have you used?