Jingdong Mall "fired" a Tao: self-operated B2C and platform B2C dark battle upgrade (VC325)

JD.com is the leader of self-operated B2C. Taobao Mall is the leading platform of B2C, and the conflict between the two is triggered at once. First, on the evening of October 24th, Jingdong Mall CEO Liu Qiangdong publicly criticized "a website grabs all our product reviews without permission" on Weibo, and then an official Taobao official posted on Weibo to claim this "unnamed criticism" .

Subsequently, the two sides escalated in secret battles, Jingdong Mall modified its website settings, refused to Taobao grab its product information and user reviews. Industry insiders believe that this is JD.com resisting competitors through technical means. With the integration of platform-based and self-selling B2C, JD.com and Taobao will face more and more positive confrontations.

Liu Qiangdong started shooting

On the evening of the 24th, Liu Qiangdong posted on Weibo that “a website directly grabs all of our product reviews without our permission. These product reviews were written by Jingdong to incentivize users to spend over 100 million points. Why do you want it? Say hello? It's hard to believe that this is a company that advocates 'new business civilization and integrity' all day long. "Soon after, Liu Qiangdong deleted this Weibo.

Despite Liu Qiangdong ’s “no-name criticism”, Yitao immediately appeared to claim the “statement” and counterattacked through its official Weibo account. “Before you said that the rate was too high to stop Alipay, we did n’t say anything. You also said that Yitao grabs evaluation information. As a shopping search, Yitao is to make the Internet transparent and provide consumers with benefits. With new business civilization and integrity, you can believe it but we believe it. Competition is the market's inevitable, allowing consumers to have more multiple choice."

At present, the Jingdong Mall community has banned Yitao from crawling its product information and user-generated reviews. However, by entering the keyword "JD.com" in Taobao, the product information of JD.com Mall can still be found.

Prior to this, China's e-commerce industry also had a precedent to block competitors' searches. In 2008, Taobao, a subsidiary of Alibaba Group, set up a block on Baidu, so users could no longer search for product information of Taobao users from Baidu.

Head-on confrontation intensifies

According to iResearch's report, in the third quarter of 2011, the market share of China's B2C shopping sites, if independent sales were the main B2C calculation, Jingdong Mall ranked first with 37.8%, far surpassing other competitors. However, in terms of platform-based B2C calculations, Taobao Mall ranked first with 50.9%, followed by Jingdong Mall with 18.6%.

The fierce confrontation in the B2C field has caused constant friction between the two sides in recent years. As early as May 2011, Jingdong announced the suspension of Alipay with a high profile of "too high rates". Then at the Taobao Mall Open Platform Strategy Conference held in September, Zhang Yong, the president of the mall, publicly questioned the model of Jingdong Mall and said that if it does not adopt Alipay and does not stop the competition at a loss, it cannot cooperate.

On the Internet, a "research report on the competition strategy for Yitao", which claims to be internally circulated by Jingdong Mall, said that once Taobao develops, Jingdong's customers will be diverted, or the customer traffic entrance will be "clamped" by Yitao. . The report recommends that Jingdong Mall "high-profile announced its refusal to cooperate" and boycotted with external resources.

But as of now, the authenticity of the report has not been confirmed by JD Mall. According to iResearch, it is predicted that "the integration of platform-based and self-selling B2C to promote the integration of e-commerce" will become the main development trend. Under such circumstances, Jingdong and Taobao may face more head-on confrontations.

The above information source "Venture Investment" is authorized by the China Venture Capital Research Institute (CVCRI) to publish it. All rights reserved. Please indicate the source when reprinting.

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