Editor: Li Legend
Produced by: Quantum Technology Group
Cover picture taken by Pat Whelan.
This Christmas Eve, Ma Yun may not be "safe", at least not enough. Since Ma Yun made a fierce speech in the financial forum, the listing of Ant Group has been stopped.
In fact, at that time, a signal was already released that the squeezing effect of the Internet, finance and real estate on other industries would not be allowed to go on indefinitely.
Then anti-monopoly and cracking down on financial capital were written into the Tenth Five-Year Plan and the 20021Central Work Economic Report was not launched.
Then, Ali was investigated by anti-monopoly and Ant Group was interviewed by the financial supervision department. Prior to this, Ant Group has successively removed bank deposit products and lowered the consumption quota of young people.
Today I want to talk about these recent things about Ali. We should know what things and aspects we should consider.
About "choose one from two"
1, the so-called "choose one from two", that is, "choose one from two for Tmall or JD.COM. COM”。 Specifically, it is Alibaba's requirement that "clothing, home furnishing and many other brand businesses that have opened stores in Tmall Mall are not allowed to participate in JD.COM Mall 18, double 1 1 and other promotional activities, and are not allowed to open stores in JD.COM Mall.
2. As early as 20 17, JD.COM, the other party in the "One Tow Two" incident, had filed a lawsuit against Ali for abusing his dominant market position. Regrettably, no substantial progress has been made so far.
3. Wang Shuai, Chairman of the Ali Market Public Relations Committee, previously said at the Weibo that "it is normal market behavior to choose one." "The platform is not a local tyrant and can only be tilted to the most sincere merchants. This is the simplest business rule. "
4. If the report is established, Ali may face huge punishment.
Is Alibaba a monopoly?
There are many domestic e-businesses, including JD.COM, a strong East Brother, Suning.cn, a veteran, and even Pinduoduo, who wants to overtake in corners. How can Alibaba be a monopoly?
This requires a precise definition of the word monopoly. In view of the increasingly thick books on anti-monopoly law, what I read illegally is dizziness. Let me explain it to you again, which is even more incomprehensible and authoritative.
But this group can list some key information for your reference.
In economics, if a company's market share reaches 50%, it is considered a monopoly; Two enterprises account for 60% or three enterprises account for 70%, which is considered as oligopoly.
Among the top ten e-commerce share rankings in China, Alibaba ranks first with a market share as high as 58.2%, while JD.COM and Pinduoduo rank second and third, accounting for only 16.3% and 5.2%. From an economic point of view, Ali has reached the standard of oligopoly.
Of course, judging whether there is a monopoly in law is not just that simple. Then sort out three typical monopolistic behaviors: 1. Abuse of market dominance; 2. Agreement on restricting competition; 3. Merger of enterprises to gain market dominance.
The investigation is continuing. Whether Ali has a monopoly or not is not up to us. We must wait for the result.
Did Ali violate the Anti-Monopoly Law?
In fact, in the market, all competition is for monopoly, but only competition that does not allow others to compete can constitute a real monopoly. Everyone wants to make their own cake, which is understandable. When the cake grows bigger, you have a monopoly position in the market.
After you have a monopoly market position, will you use your dominant market position to attack your opponents and restrict transactions, which involves monopoly market behavior. Whether it has monopolistic market position but monopolistic market behavior is the focus of the court's attention.
For example, in the previous online car war, Didi and Kuai constituted the standard of oligopoly, which not only cracked down on rental by means of subsidies, but also merged in the end, violating the anti-monopoly law.
Like the previous antitrust case in Qualcomm, Qualcomm mainly used its dominant market position to sell chips at high prices and demanded unnecessary patent fees.
Then, whether Ali violated the Anti-Monopoly Law should be investigated from the perspective of whether he was suspected of restricting transactions and whether he used the dominant market position to increase the commission ratio to merchants.
Will Ali decline because of this?
First of all, from the source, Alibaba will definitely give up restricting transactions in the future. The loss of brands that have signed exclusive agreements is naturally a strangulation of their competitiveness. Of course, the merchants who reduce the commission may feedback the price and service, so it may bring some returns, and no one can say for sure.
But there is no doubt that the monopoly dividend will disappear. Those who do well in business will not be punished, and those who are punished will definitely be out of line. At the same time, it is also the most important thing to remind Ali to do what he should do.
Qualcomm, Intel and Microsoft have all encountered anti-monopoly investigations, but in the end, they have little impact on their competitiveness, because they are all scientific and technological enterprises. Large enterprises such as Alibaba, Meituan and Tencent will definitely be affected.
The above is what we should know about this incident, so what should we think of when we know what we should know?
Can't be seen in isolation.
As for Jack Horse, I believe most people who eat melons are still watching the fun, but if the big mouth caused this trouble, I really beg to differ. You can't look at the problem one-sidedly, but look at the essence through the phenomenon.
As for wit, there are too many such people. Now it is a society ruled by law. If you just talk a lot, you should pay more attention to what you say at most.
Ali's "alternative" has been going on for so many years. Why is justice coming now? Because not only Ali, but also the whole world is supervising digital enterprises suspected of monopoly.
Internet giants are closely monitored. This phenomenon happened not only in China, but also in Ali. The whole world is wary of digital giants that may monopolize.
Of course, it is understandable that people associate a big mouth with being supervised. As people who eat melons, entertainment mentality is needed. However, if we always consider only such superficial nature, it will be difficult to supervise these giants, so melons should be eaten, but the problem still needs to be considered.
Anti-monopoly is not to curb the development of Internet companies.
In terms of antitrust, Microsoft was almost knocked down. Microsoft was dismembered by the attorneys general of 20 states in the U.S. Department of Justice. This is not killing the donkey, but Microsoft's monopoly position is rising-Microsoft is trying to use its monopoly position to destroy rival Netscape.
The People's Daily commented that "the accumulated data and algorithms can not only realize the realization of traffic, but also be used to promote scientific and technological innovation."
In the long run, it is much more important to maintain the vitality of innovation than to always ponder the "two-to-one" business competition.
In the future, the competition on the Internet will only become more and more fierce. It is impossible to survive by staring at the wallets of old people and old women. Innovation, innovation, innovation, the important thing to say three times, innovation is the foundation of the future.
Is there anything new on the Internet in China now? After Tik Tok and Atto, I really can't think of anything new. To be sure, after the epidemic, the whole world will face repair, and now such an innovative situation really has to be worrying. Monopoly cannot be the way out.
Anti-monopoly is to let you abide by the rules, not to defeat Alibaba, but to give the next Alibaba a better development environment. It is through anti-monopoly that Europe and the United States restricted Microsoft and IBM, and Facebook came into being. Apple … after all, getting rich first should be getting rich later, not blocking the way of getting rich later.
Imagine if Apple successfully suppressed Android, what would our current mobile phone market look like?
The author is happy to see that the giants are regulated and the Internet is closely regulated. This is a turning point in history. Regulation is not to destroy, but to guide it to change.
As a person who eats melons, the pattern needs to be large to eat the most fragrant melons.