The double eleven will be the first comprehensive confrontation of Jingdong, Ali, and many more.

Editor’s note: This article is from “Tencent Technology”, author Li Ruchao. Authorized to reprint.

Key focus:

  • The first- and second-tier markets that have long been considered to be stocks are also quietly changing. Previously, the brand image was not much better. In the past few months, it has been torn through a simple and rude platform subsidy.

  • A series of changes, allowing Ali to lay down the market and the high-line market at the same time, had to fight in this year’s double eleven and already complete their respective defective markets and the Jingdong double line.

  • Jingxi and the fight are both from the positioning end and the product end, and there is a big overlap with the fight, which makes the positive competition between the two may be unavoidable.

  • Under the trend that the incremental disk brought by the sinking market is gradually getting smaller, the market will undoubtedly gradually return to the competition in the stock market. Even the current number of users who are dominant in the Amoy system, a little careless will be the most out of the new battlefield competitors to steal the cake.

Double Eleven will be the first comprehensive confrontation of JD.com, Ali, and more.

At the end of last month, the company has surpassed Jingdong in terms of market value, becoming the fourth largest Internet company in China after Tencent Alimei. According to QuestMobile’s “2019 Mobile Internet Panorama Ecology Report”, in August, the number of panoramic users of nearly 430 million was more than 314 million in Jingdong, and 690 million in the e-commerce industry after Ali.

If Ali’s top spot is fairly solid from the number of users, the battle between JD and the number of fights has become increasingly hot.

At the GMV level, JD’s leading edge seems to be being pushed closer. In the internal letter of a lot of CEO Huang Wei who has flowed out recently, Huang Wei bluntly said that the true GMV of the fight has surpassed Jingdong. Prior to this, Huang Wei only said that in the three years to exceed Jingdong in the GMV, in accordance with the sound, more and more has reached the goal early.

But it is important to emphasize that the definition of “true GMV” is ambiguous and there is no peer-to-peer concept of this self-definition. Even so, the narrowing distance between the two companies is enough to make the former e-commerce duo shudder.

Jingdong is not sitting still.