In recent years, we can find a very interesting phenomenon. Many new e-commerce business models at home and abroad were actually started by Ali, but they will always be threatened by competitors before long. Let's look at China. After Taobao set off a wave of e-commerce in the past decade, there were countless imitators, but many of them had already disappeared in the fog of history, thanks to Taobao's early bonus. Then Ali began to implement his brand-new plans and blueprints in various fields, from take-away movies and entertainment to financial insurance. Almost every well-known field in our life has the shadow of Ali. It can be said that Ali's ten years have changed the lives of most of us.

Southeast Asia, a land with broad development prospects, cannot escape Ma Yun's eyes. In 20 16, when JD.COM and Pinduoduo jointly strangled Tmall Taobao, Ma Yun invested and controlled Lazada in Southeast Asia. With Ali's capital investment in lazada, the contract was renewed in an instant, and Ma Yun also put it on Taobao's selected projects as he wished, and put Taobao's good goods on Lazada platform. Lazada lived up to Ma Yun's expectations and dominated Southeast Asia for several years in a row, which also allowed Ali to embark on a new path.

Before 2020, JD.COM will have an electronics major, and then Pinduo will have a people-friendly project. In particular, although Pinduoduo has negative news, its turnover is almost equal to that of Taobao. Especially compared with Taobao, which is almost full, more investors are willing to go to Pinduoduo to turn the tide. And when you are hungry and want to eat takeout, you will gradually be unable to restrain each other from leaving the US delegation. In terms of film and television, Tencent smashed several streets of Youku Tudou owned by Ali. As one of the best large enterprises in China, Tencent's ambition obviously doesn't stop there, which means that today our other protagonist can beat Ali's shopee in the field of e-commerce, and our domestic people also affectionately call it shrimp skin.

What is shrimp skin? Shrimp skin platform is an e-commerce platform in Southeast Asia and Taiwan Province Province of China, which was established on 20 15. The parent company of Shrimp Skin Platform is Sea, a Southeast Asian Internet company, which was established in 2009. On 20 16, it was led by Malaysian Treasury Holding Company. These are not particularly important, but Tencent's $65,438+700 million series D financing (Tencent led the A round a few years ago) is the real focus. In addition to e-commerce business and major game business, Sea also has a payment service similar to Alibaba Alipay -Airpay and a social service similar to Tencent WeChat Beetalk. From the business point of view, it is similar to the "Southeast Asia Edition" of Tencent. Yes, shrimp skin is only a part of Tencent. Shopee currently covers nine countries and regions, including Malaysia, Taiwan Province Province, Indonesia, Singapore, Thailand, Vietnam, the Philippines and two newly opened sites in Brazil and Mexico. We can see that shrimp skin is not limited to the broader Latin American market in Southeast Asia, which is their next focus. At the same time, they have set up offices in China, Hongkong, Shenzhen and Shanghai. This can also be considered as a heavy blow to Ali by Tencent's cross-border e-commerce abroad, and the stage of both sides has become a broader world.

As the saying goes, if you are poor, you will change, if you change, you will have a long rule. Nearly ten years after Ali took control of the China market and even overseas markets, competitors began to exert their strength. On the other hand, Ali's system is rigid, slow to respond, ungrounded, and especially likes to parachute high-level personnel to the original company, which can easily lead to factional disputes. The company is busy fighting endlessly, who will care about the changes in the market? However, airborne personnel have to face the embarrassing situation of language and cultural barriers. However, in the absence of major changes and strong competitors, the problem of relying on Ali's capital advantage and the market demand of Southeast Asia itself is not particularly serious. But in 2020, an epidemic in COVID-19 completely broke the balance, and we can also see that shrimp skin surpassed Lazada just last year. Under the epidemic, many people are facing the pressure of layoffs and survival. On this basis, more people will try to use their own resources to run a sideline. As mentioned earlier, the e-commerce market in Southeast Asia has been vigorously promoted by Ali in recent years, and the emergence of the epidemic is undoubtedly adding fuel to the fire. Compared with Lazada, shrimp skin has three advantages.

History often tells us that it is important to seize opportunities, but it is more difficult to conquer and defend the world. Therefore, after seizing the opportunity, how to use the resources at hand reasonably and effectively is the most important. Ali Lazada will be a bully in Southeast Asia in the future, which will not change. The appearance of shrimp skin also gives more people the right to choose. No matter what the environment, one more choice is better than a single choice. The development of shrimp skin takes time, so there are more possibilities than the young future. In short, I personally think that the future confrontation between these two platforms in Southeast Asia has just begun. No matter which platform you choose, you have to pay more attention and spend more time than others.