Image source @ Visual China
Text | Parity School, author | Li Hao, Zero Nine, editor | Zhao
The end of the year has come, and it is the end and the beginning.
Do you remember those big events in the Internet circle in 2021?
Anti-monopoly, community group buying, slowing down the growth of the advertising industry, live streaming anchors were fined... Just sent away the epidemic in the year of Gengzi, the Internet industry still failed to continue to shine.
At the beginning of the year, Ali and Meituan also made a big fight in the business of word-of-mouth takeaway and Meituan takeaway because of local life services, and in the blink of an eye, Ali and Meituan colleagues were subject to anti-monopoly review, and fined 18.2 billion yuan and 3.242 billion yuan respectively.
In the second half of the year, the live streaming industry was on the cusp, and the Simba fake goods incident and the live streaming of goods tax evasion and tax evasion detonated the content e-commerce industry.
Sydney and Lin Shanshan were fined 65.55 million yuan and 27.67 million yuan respectively in the live streaming of goods. The head anchor of e-commerce, Wei Ya, was punished with 1.342 billion yuan.
In the intensive issuance of domestic policies and the picketing of tax evasion and evasion, Internet Chinese stocks plummeted, Internet industry funds have fled, and a large number of Chinese stocks have been cut in less than 6 months.
In 2022, let's sort out the Internet events that have occurred in the past 2021, what kind of logic and Internet trends are behind the events?
01 The pipe is becoming stricter, and the two heavens of ice and fire at home and abroad are double
2022 is new, but the minors who love to play games during the 2021 holiday can cry miserably.
In August 2021, the State Press and Publication Administration issued the Notice on Further Strict Management and Effectively Preventing Minors from Addicting to Online Games, which further tightens management measures in response to the problem of minors' excessive use or even addiction to online games, resolutely preventing minors from addicting to online games, and effectively protecting the physical and mental health of minors.
The notice requires that the time to provide online game services to minors is strictly limited, and all online game enterprises can only provide 1 hour of service to minors from 20:00 to 21:00 every day on Fridays, Saturdays, Sundays and statutory holidays, and shall not provide online game services to minors in any form at other times.
Anti-addiction notice in Glory of Kings Figure/Network
After the news was released, it was responded to by major game manufacturers, and Tencent responded that it was strictly observed and actively implemented. NetEase Game Response: Will strictly abide by and actively implement.
Tencent, NetEase and other companies were stimulated by relevant news, game stocks fell sharply, Perfect World, 37 Interactive Entertainment, etc. once fell more than 7%; in Hong Kong stocks, Tencent Holdings and NetEase both fell by more than 10% intraday.
Miha you, the recently popular developer of "Original God", also made adjustments at 0:00 on August 31, 2021, after which the "Original God" game will only provide 1-hour game service to minors from 20:00 to 21:00 on Fridays, Saturdays, Sundays and statutory holidays.
It is worth mentioning that in 2021, Mihayou's annual revenue is equivalent to 10 times that of the same period last year, and the original god returned to the second place on the Apple APP Store, and the global revenue alone reached $340 million in September.
Top games of the world in September 2021 Photo/SensorTower
According to the China Game Industry Report, in 2021, the actual sales revenue of China's game market was 296.513 billion yuan, an increase of 17.826 billion yuan over 2020, an increase of 6.40% year-on-year, and the proportion of growth was reduced by nearly 15% compared with last year. The scale of game users in China maintained steady growth, reaching 666 million people, an increase of 0.22% year-on-year, far lower than the proportion of user growth in 2020.
According to the data of previous editions, a total of 1405 games have obtained version numbers in 2020, including 1299 mobile games, 77 PC client games, 6 web games, and 30 console games. In 2020, the combined number of PC games, page games and console games is just enough for a fraction of mobile games.
The slowdown in the growth of the domestic game market and the impact of domestic anti-addiction and version numbers have made the game industry face the possibility of going to sea next, but strictly controlling the game time has made Tencent's game business more stable, and the primary school student game model that has been criticized by minors will also lead to an end.
02 Advertising: the industry is under pressure, and the Internet advertising follow-up is weak?
Over the years, Internet advertising has been breaking records, just last year when the Internet dividend peaked, the Internet advertising business in 2021 is also under pressure.
In 2021, mobile care coverage gradually becomes saturated, and user growth slows down again, reaching a record high of 1.167 billion. Among them, vertical areas such as life services, financial management, and travel services have maintained high growth, and people's lives are entering a stage of comprehensive digitalization.
However, from the perspective of the changes in the size of China's Internet advertising market in 2021, it should be the third quarter of the advertising season, and the growth rate of the advertising market in Q3 of 2021 has slowed down, and advertising pressure has become a keyword.
From the data of Internet manufacturers, in 2021, the growth rate of the advertising Q3 of the three giants of BAT has dropped from double digits to single digits, Tencent's advertising revenue increased by only 5% year-on-year, and the media advertising revenue part was negative growth; baidu's core search information flow growth rate fell to 6%.
ByteDance has also been affected more obviously, advertising revenue is the main source of its income, according to previous media reports, in 2020, Douyin contributed nearly 60% of ByteDance's advertising revenue, and today's headlines contributed 20%. It is revealed that within ByteDance, revenue from Douyin has stopped growing, and another core product today's headlines are even on the verge of loss.
Among them, in the level of tens of billions of companies, only Kuaishou advertising business has the fastest growth rate, its revenue was 10.909 billion yuan, an increase of 76.5% year-on-year, but a closer look at Kuaishou's financial report will find that behind the growth of Kuaishou advertising business is due to the marketing expenditure from 6.1 billion yuan in the same period last year to 11 billion yuan.
At present, since there is no new media form on the Internet, advertising will still be the basic disk of Internet companies. But with the disappearance of the Internet dividend, the Internet manufacturers have also given not optimistic expectations.
Baidu Robin Li said in the conference call: "In terms of advertising business, our growth rate is gradually slowing down. This will continue into the fourth quarter, and we think the impact will continue for several quarters. As a result, we expect Baidu's advertising business to be reduced from a 6% year-on-year increase in the third quarter to a lower level, based on the premise that the COVID-19 epidemic was under control in early December. There is uncertainty, and if new cases continue to emerge, our advertising business may perform worse.
03 E-commerce: Double Eleven is cold, and the growth rate is slowing down
This is the slowest growth rate of transaction volume in the e-commerce industry.
In 2021, the year-on-year growth rate of the transaction volume of the double eleven network was only 12.2%, the lowest growth rate in the e-commerce industry in 12 years, and the number of packages on the whole network on the day of the double eleven was only 1.158 billion, which was only barely higher than the data of 16 years.
Among them, Tmall Double Eleven transaction volume was 540.3 billion yuan, an increase of 8% year-on-year, and the growth rate of Tmall has remained at an average of more than 26% in the past four years; Jingdong's transaction volume was 349.1 billion yuan, an increase of 29% year-on-year, and the growth rate of Jingdong was stable at more than 28% three years ago.
2015-2021 Double 11 Trading Volume Figure/CICC Securities
On Tmall, Jingdong Double Eleven transaction volume went viral, Pinduoduo still adopted the method of not releasing data, and the official statement is that Pinduoduo pays more attention to the user experience of consumers.
In 2020 is Pinduoduo If this expression is expressed, I believe that many people will believe it, because 2020 is the highlight moment of Pinduoduo, from a newly developed e-commerce platform for several years, instantly breaking through the 780 million daily active number mark, surpassing the first Taobao in the country, this year, there are not a few merchants who earn a suite in Pinduoduo.
In 2021, the number of Pinduoduo merchants in the double eleven is wailing, the traffic of Pinduoduo is directly reduced in half, white prostitution is prevalent, penalties are numerous, and a large number of merchants feedback that they have been unable to do it in Pinduoduo.
The fact is that behind the glamorous numbers of double eleven for many years, there have also been many contradictions and conflicts, two choices, full reduction routines, loss-making promotions, first price increases and then price reductions, all indicate that the e-commerce industry double eleven is no longer trusted by the public.
And the enthusiasm of merchants to participate in the big promotion carnival is also decreasing. With the rise of raw materials and other costs, many manufacturing companies are struggling, and profit margins are already very low. To participate in the e-commerce promotion, but also to increase marketing costs, reduce prices, many merchants feel that it is not cost-effective, and there are many bubbles in promotional activities.
However, the 2021 double eleven does not indicate that the "e-commerce shopping festival" is dead, in addition to traditional e-commerce, content e-commerce, grass planting communities and other traffic goods are making up for the shortcomings of the e-commerce industry.
The "Double Eleven", which has a history of more than a decade, is slightly deserted, but this is not a bad thing overall. On the contrary, this may indicate that China's e-commerce is maturing.
04 Live: Carrying goods fiercely, but the sky has changed
Live streaming is a trillion-level market, creating the wealth myth of top anchors, but in 2021, a large number of anchors are shrouded in the haze of tax evasion and tax evasion.
Since 2016, major e-commerce platforms have successively launched live streaming with goods business, and live streaming with goods as a new form of sales service has begun to enter people's vision. Subsequently, the industry has been in a barbaric growth period. The characteristic of the live streaming industry is that "traffic is king, and where there is traffic, there will be sales."
In 2021, the anchors of Taobao, Douyin, and Kuaishou three live e-commerce platforms have continuously overturned, and the general public has also seen that there is no lower limit for live streaming with goods.
In November 2020, some consumers posted videos on social platforms questioning whether the bird's nest purchased in the simba anchor's "Shida Beautiful" live broadcast room was a fake bird's nest. After being questioned, Simba used a funnel to filter out the coagulant in the bird's nest products live and claimed that it was indeed bird's nest. And display the relevant inspection report, indicating that the bird's nest sold is a qualified product.
On November 19, Wang Hai, a "counterfeiter", posted a report from the Guangzhou Analysis and Testing Center in China on Weibo. According to the report, the sucrose content of the bird's nest product is 4.8%, the carbohydrate in the ingredient list is 5%, and the protein content is 0. And said that "Shi Da Beautiful" in the live broadcast room sold in the tea brand is sugar water rather than bird's nest.
In the end, the Simba team apologized for the bird's nest incident on Weibo on November 27, admitting that the Ming Zhi brand bird's nest promoted by "Shi Da Beautiful" in the live broadcast room did have exaggerated publicity. At the same time, Simba's team announced the current compensation plan, which will pay a false one-to-three compensation for consumers who buy bird's nest.
The guangzhou arbitration commission's award found that Rongyu Company, a bird's nest company, had indeed misled Heyi Company, and ordered Rongyu Company to pay compensation of about 30.35 million yuan and symbolic compensation loss of 1 yuan to Heyi Company.
But Simba is not the only anchor who overturned the car, after which Sydney, Lin Shanshan, and Wei Ya were punished for tax evasion and tax evasion, and Luo Yonghao and Mr. Dong's jewelry were also exposed to sell fake goods.
On December 12, according to the tax department of Hangzhou City, Zhejiang Province, Sydney and Lin Shanshan were recovered from taxes, charged late fees and fined 65.55 million yuan and 27.67 million yuan respectively.
After the matter was disclosed, the social accounts of Sydney and Lin Shanshan were quickly banned, and the last "voice" left by the two on the social platform was that they issued an apology letter that "will rectify and rectify".
A week later, the tax department of Hangzhou City, Zhejiang Province, a sister of Taobao, found that the network anchor Huang Wei (screen name: Wei Ya) was suspected of tax evasion through tax big data analysis, and with the cooperation of the relevant tax authorities, a comprehensive and in-depth tax inspection was carried out in accordance with the law.
After investigation, between 2019 and 2020, Wei Ya evaded taxes of 643 million yuan by concealing personal income, fictitious business conversion income and false declarations, other underpayment of taxes of 0.6 billion yuan, and collected fines, additional late fees and fines totaling 1.341 billion yuan.
In addition, Luo Yonghao was also exposed to sell fake cardigans in 2021, Li Jiaqi was named by the Consumer Protection Commission for rectification, Mr. Dong's jewelry in the Douyin account was continuously hammered to sell a large number of jewelry With false publicity, Mosan stone was sold as diamonds in the live streaming and other issues.
In the past, domestic e-commerce platforms relied too much on head anchors, and there was a spell on head anchors, and individual institutions such as Li Jiaqi, Wei Ya, and Sydney grabbed a large amount of resources and traffic, while a larger number of small and medium-sized anchors had difficulties in survival. This deformed structure has caused the gap between the rich and the poor to widen day by day, which is not conducive to the development of the platform.
In 2022, the spell of the head anchor will gradually be broken, and the tail anchor will also be unsustainable because of insufficient competitiveness, and the waist anchors that make up the main body of the industry will usher in a better market environment and usher in better development in 2022.
05 Community group buying: the industry is lost, and the flood irrigation model fails
After experiencing the barbaric growth of 2020, the community group purchase in 2021 became an "abandoned child" overnight.
Everything seems to have signs at the end of 2020, on December 22, the State Administration for Market Regulation and the Ministry of Commerce jointly organized an administrative guidance meeting to regulate the order of community group buying, emphasizing that Internet platform enterprises should strictly regulate the community group buying business behavior, and proposed "nine no", on December 29, a 23-year-old employee of Pinduoduoduoduo who bought vegetables died suddenly due to overtime.
Giants have entered the game to set off a price fight, community group buying has been "rolled" to an incomparable degree, the regulatory authorities are unbearable, front-line employees can not afford it, and the community group buying platform naturally cannot last long.
On July 7, 2021, Tongcheng Life, which is valued at 1 billion yuan, declared bankruptcy, pushing the dominoes of the community group buying "collapse"; on July 26, the headquarters of the Food Sharing Association went to the building and quietly transformed the snack convenience store; in September, Meicai.com was exposed to layoffs and withdrawals, and at the end of December, the Shihui group, which had shut down business in 21 cities in August, was also exposed to business closures.
Ten Group Pick-up Points Figure/Network
In the first half of the year, the giants under the "nine must not" requirements of the community group purchase of the State Administration of Supervision were still secretly crossing the Chen Cang in the way of increasing consumption subsidies and attracting "group leaders" with high commissions, and implementing the model of "burning money to grab the market". In the second half of the year, this model seems to have failed.
According to the "Late Post" report, Meituan Preferred originally set 200 billion GMV in 2021, but only completed 100 billion yuan in September 2021; Didi's Orange Heart Preferred shrunk its business scope from 31 provinces to 9 provinces as early as September, and by the end of the year, the daily single volume had dropped to 3 million, and the 150 billion GMV set at the beginning of the year was not ideal.
The money-burning model that the giants are best at, like other industries before, first survived a number of small and medium-sized community group buying companies, but this did not bring the expected benefits and market to the giants, and promoted some giants to shrink their investment in community group buying.
China Merchants Securities predicts that the total GMV of the community group buying platform in 2021 is expected to be 300 billion yuan. The scale of China's fresh retail market in 2020 is 5 trillion yuan, and the business prospects of community group buying are not as broad as imagined.
It is foreseeable that with the unsustainability of the giant's burning money model, the future of community group buying is not optimistic.
06 Chips: The industry is missing cores, difficult or just beginning
The global crisis of core shortage is intensifying in 2021.
The COVID-19 pandemic is in its second year, and a succession of mutated strains are raging around the world. The United States, Southeast Asia, South Korea and Japan, where the chip manufacturing industry is concentrated, have not been spared. It also has a serious impact on chip production capacity. The cold wave in Texas, the United States, and the fire in the Ibaraki chip factory in Japan have made the chip industry worse.
In 2019, the normal cycle of chip delivery is 6-9 weeks, according to the data of us investment firm Susquehanna, the average delivery time of chip orders in July 2021 has been extended to 19 weeks, and by October, the average delivery time has increased to 22 weeks. For scarce chips such as automotive microcontrollers, the delivery time is even longer.
In June 2021, Malaysia, which owns 54 factories of 44 semiconductor companies such as Intel, Infineon, NXP, and Magnesium, announced an indefinite lockdown, and did not lift the lockdown until the end of September, during which some chip production lines were forced to close.
Malaysian chip packaging company Unisem factory Photo/Reuters
Executives of the well-known electrical company Bosch in China posted that some of Bosch's chips were directly affected by this, and in August, they were basically in a state of supply. Due to the lack of key components such as millimeter-wave radar and Bosch ESP, the new forces of domestic car manufacturing, Ideal, and Weilai have suffered a decline in delivery, and ideals have had to launch a sales plan for follow-up reload radar.
According to forecasts released by american consulting firm Arrow Platinum, chip shortages will result in a revenue loss of $210 billion to the global automotive industry in 2021, and it is predicted that global net vehicle production will be reduced by a total of 7.7 million units in 2021.
The consumer electronics industry, which relies heavily on chips, has also been seriously affected by the lack of cores in 2021.
Apple, which is regarded as a model of supply chain in the industry, has a 2021 iPhone 13 Pro series of mobile phones and Macbook Pro notebooks with a delivery cycle of 2-4 weeks longer than before, and at the November 2021 earnings meeting, CEO Cook bluntly said that Apple will face more severe supply constraints because of the lack of core tide.
However, the lack of cores in the entire industry in 2021 is probably not the "darkest moment". Chipmaker Grofond CEO Caulfield said the company's wafer capacity by the end of 2023 is sold out.
With November 2021, the Omicron variant strain, which is further contagious, has once again emerged with the trend of sweeping the world, and the chip production capacity that has not escaped the impact of the epidemic has added to the haze.
Deloitte predicted in the relevant report that in 2022, many types of chips will still face shortages, and Intel CEO Gel Singh expects chip shortages to continue until 2023. AMD CTO Peppermaster also predicts that the chip industry may eventually achieve a balance between supply and demand in 2023, when the lack of cores will end.
The difficulties brought about by the lack of cores in 2021 are probably just beginning. In 2022, the lack of core will continue to affect the development of many industries.
07 Mobile phone: folding screen price mainstream, the future is worrying
Smart phones have been missing morphological changes for many years, and folding screens are regarded by many people in the mobile phone industry as the next breakthrough point in the form of smart phones. In 2021, the folding screen market ushered in a number of new players in addition to Samsung and Huawei, bringing price and technical changes to this new form of smartphones. But at the same time, the folding screen also ushered in the frustrated people who overshadowed the scene.
Two veteran players, Samsung and Huawei, handed over four new products, namely the Galaxy Z Fold3, Z Flip 3, Mate X2, and P50 Pocket.
But in addition to Huawei's first up and down folding screen P50 Pocket, other new products are not too surprised in form, just some conventional upgrades on the hardware, but with the gradual improvement of the industrial chain of the upper and lower folding screens, the starting price of the Z Flip3 and P50 Pocket is controlled within 10,000 yuan.
In March 2021, Xiaomi also released the first folding screen mobile phone MIX Fold, the price of 9999 yuan was the cheapest left and right folding screen mobile phone at that time, setting off a hot discussion on the Internet.
However, this mobile phone seems to continue Xiaomi's "cost performance" gene, with obvious creases, excessive external screen ratio, low screen refresh rate, poor texture and other defects have been criticized by the market, and the degree of discussion has not been converted into sales. In the end, Xiaomi had to reduce the price by 3500 yuan during the double 11 period to promote the clearance.
MIX Fold creases are evident In Photo/XiaomiPlanet
At the end of the year, another domestic mobile phone manufacturer OPPO, which only joined the folding screen battlefield, handed over a good answer sheet, and its first folding screen mobile phone Find N adopted the left and right folding form, priced at 7699 yuan.
Compared with the folding screen models such as Mate X2 and MIX Fold released in the first half of the year, thanks to the progress of the industrial chain, the crease control of Find N is quite excellent, and the 5.49-inch 18:9 ratio external screen also brings a better grip. The OPPO flagship store clerk told Jioupai that the purchase of Find N currently needs to be booked in advance, and the arrival time is more than a week.
In addition, Honor, which is separated from Huawei and operates independently, also released a warm-up poster in December, and plans to release the Folding Screen Mobile V in January 2022.
While new players such as Xiaomi, OPPO, and Glory joined the battle, Royole, who joined the folding screen market earlier, was quite lonely. Although its own FlexPai series mobile phones have been mass-produced for 2 generations on a small scale, royole products cannot be recognized by the market whether it is a brand or a user experience.
In February 2021, Royole was not listed on the Science and Technology Innovation Board, with a cumulative net loss of 3.195 billion yuan. At the end of the year, Royole was exposed by a number of media into a financial crisis, large-scale suspension of employee salaries, the pioneer company of folding screen mobile phones, may have come to an end.
Looking at the folding screen in the past year, it is worth noting that the price of the new folding screen mobile phone is generally declining, in addition to the Samsung Galaxy Fold3, which has always been more expensive, and the Huawei Mate X2 affected by sanctions, the actual price of folding screens of many brands is below 9,000 yuan, and the problems of creases and durability that have been criticized by previous generations have also improved, and there is a little more practicality.
Folding screen phone current price Parity tabulation
In 2022, the price reduction of the folding screen will continue unsurprisingly, while the traditional straight-board form smartphones of Xiaomi, OPPO, Vivo and other brands are still exploring the high-end, impacting the price segment of 6000-7000 yuan, and we are expected to usher in the price convergence of folding screens and straight mobile phones.
However, the folding screen mobile phone screen is large, the power consumption is high, and it is difficult to increase the fast charging power due to the influence of the form, which seems to be impossible to solve in the short term, and there is not much possibility to replace the straight mobile phone to become the mainstream of the market.
08 Metaverse: The concept is up, but it's still far from being realized
The metacosm is undoubtedly the hottest concept in 2021. In Wikipedia, the metaverse is defined as a persistent and decentralized 3D virtual environment. Proponents argue that the metacosm will bring about a change of the times, changing the patterns of digital interaction and business operations.
Meta (formerly Facebook) and Microsoft, as well as domestic Companies such as Baidu and Perfect World have announced bets on Meta universe, Tencent has invested in Roblox, a game development company in Meta universe, and ByteDance has spent 9.7 billion yuan to acquire VR equipment company Pico.
The metaverse boom has also led to the development of hardware such as Oculus, Hololens, Adventures, and more. According to IDC data, the global AR/VR equipment market is expected to grow by more than 50% in 2021, with total shipments reaching 9 million units. It is estimated that by 2025, the total shipment is expected to reach 28.7 million units.
Some companies have directly started immersive experiments in the metacosm, such as Epic Games holding a virtual concert on the platform, and the consulting firm Accenture has purchased 60,000 Oculus VR devices for training new employees, which shows that the concept of metacosmity has a certain market in the enterprise.
Virtual concerts hosted by Epic in the Fortnite game Picture/Network
However, the ideal metaverse is unlikely to become a reality in the short term, which is limited by the cost of development and the current level of hardware.
The head of Meta's reality lab said: Many of the products that underpin the metacosm will not be fully realized until the next 10 to 15 years. Building a metaverse also requires significant operating costs, and Meta's metaverse work will increase operating costs by $10 billion.
Huge spending projections for building metacosms Figure/IDC
In addition, the current VR/AR device hardware and hardware performance such as PC graphics cards are not enough to support a 3D virtual environment that is close to the real world.
Taking Oculus' latest VR device Quest 2 as an example, the performance of the Qualcomm Snapdragon XR2 platform used by it is only comparable to that of the 2019 Snapdragon 865 mobile phone platform, and the smartphone using the Snapdragon 865 platform cannot even guarantee that the mobile game "Original God" runs stably at 60 frames at the highest image quality, not to mention driving a near-real 3D virtual environment.
One user is using Oculus Quest 2/The Verge
A more realistic expectation is that in the next few years, the immersive experience of Internet content will gradually increase with the popularization of the concept of metaverse and the maturity of VR/AR technology, and the immersion of social, game and other forms will be further enhanced, but the gap with the real world is still obvious.
As for the metaverse depicted in the film that rivals the real world, it is still far from becoming a reality.
09 Antitrust: Giants fall, and boundaries gradually become clear
If 2021 is defined in terms of years later, "antitrust" must be a significant part of history.
In 2020, there will be 412 new $1 billion rich people in the world, and the Internet platform has shown extraordinary wealth-making ability, and half of the top ten rich people are from Internet companies.
In this regard, in 2021, China conducted an "anti-monopoly" investigation into Internet companies.
On April 10, 2021, the State Administration for Market Regulation (SAMR) found that Alibaba's implementation of the "two alternatives" behavior, which eliminated and restricted competition in the online retail platform service market in China, constituted an abuse of market dominance under Article 17, Paragraph 1,(4) of the Anti-Monopoly Law, and imposed an administrative penalty on alibaba in accordance with the law and imposed a fine of RMB18.228 billion.
On October 8, the State Administration for Market Regulation made an administrative penalty decision in accordance with the Anti-Monopoly Law, ordering Meituan to stop its illegal acts, fully refund the exclusive cooperation deposit of 1.289 billion yuan, and impose a fine of 3% of its sales of 114.748 billion yuan in China in 2020, totaling 3.442 billion yuan.
On the evening of June 30, Didi was low-key on the New York Stock Exchange, and although the market performance was flat, this was one of the few "highlight moments" since 2021.
Just two days later, the Cyberspace Administration of China issued an announcement saying that in order to prevent national data security risks, safeguard national security, and protect the public interest, the Cyber Security Review Office implemented a network security review of "Didi Chuxing" in accordance with the "Network Security Review Measures".
Didi's announcement of censorship Photo/Cyberspace Administration of China
The Didi revised draft clearly states that operators with more than 1 million users' personal information must declare a network security review to the Cyber Security Review Office when going public abroad; and among the risk factors that need to be considered, the risk factors mention the risk of critical information infrastructure after foreign listing, core data, important data or a large amount of personal information being affected, controlled or maliciously used by foreign governments.
After Ali, Didi and Meituan, the merger of Huya Douyu was stopped, and a number of platform giants received administrative penalties for illegal implementation of business concentration.
Ali and Meituan, one is the largest anti-monopoly fine in China, the other is the largest domestic catering platform, and involves the two largest Internet companies in China, Ali and Meituan, these two incidents, have to be said to be quite representative.
Partial antitrust penalties in 2021 Figure/New excerpt
Since the end of 2020, strengthening anti-monopoly and standardizing the development of the digital economy and improving the governance system of the digital economy have received continuous attention from the state, and the disorderly expansion of capital is undoubtedly one of the most mentioned reasons.
At present, the Internet is still China's dominant industry, and the ultimate purpose of anti-monopoly is to promote development. The trend of future Internet development is to strengthen supervision and ensure the compliance and development of Internet enterprises. By strengthening pre-event supervision and avoiding waiting for accidents to take various regulatory measures, this will be more conducive to the fair competition and healthy development of the entire industry.
10 Interconnection: The hammer falls lightly, and the coming to Japan is long
WeChat can not directly access the Taobao link, but to use the Martian general "Tao password"; Taobao shopping payment, can not use WeChat payment; Douyin sends users a notice in the station, prohibiting the diversion to WeChat, QQ...
In recent years, in order to establish their own ecology, Internet giants have built one high wall after another to "captive" users and content. The originally open Internet is moving towards closure and fragmentation, and users have no choice but to face the monopoly of giants, and can only take it for granted in the mutual blocking and blockade between Internet platforms.
Internet giants block each other Figure/Network
On September 9, 2021, the Ministry of Industry and Information Technology held a guidance meeting on the issue of blocking URL links, proposing compliance standards for instant messaging software, requiring that before September 17, each platform must be unblocked according to the standard.
Internet giants such as Alibaba, Tencent, ByteDance, Baidu, and NetEase all participated in the meeting, which is also seen as an important step for the Ministry of Industry and Information Technology to promote platform interconnection in the form of supervision.
However, in the subsequent actual implementation process, the Ministry of Industry and Information Technology's hammer fell lightly, and the speed of interconnection was quite slow.
Screenshot of the situation of opening vibrato under the new specification of the first version of WeChat Parity
It was not until early December that WeChat's unbanning of Taobao and Tmall links was late. After opening the link, you can jump directly and support Alipay web payment; but at the same time, some users have found that sending a douyin link in WeChat, although it is no longer necessary to click to continue to access like September, WeChat will fold the link and need to click more than one click to open.
Since the Ministry of Industry and Information Technology has promoted interconnection for more than three months, some platforms have "twisted and pinched" the action of unblocking links, and the interconnection of other platforms is far from reaching the ideal state. Alibaba's Ele.me and Youku have access to WeChat Pay, but their core users, Taobao and Tmall, have not yet applied for access; sharing the shopping link of another shopping platform, JD.com, to Taobao still needs to be copied and pasted into the browser to open.
Although interconnection is the trend of the times, from the perspective of the speed of advancement of each platform, it is still obsessed with their own "barriers", and even circumvent the requirements of the Ministry of Industry and Information Technology. We'll probably have a long time to wait for true connectivity.
Write at the end
Looking back at the technology Internet in 2021, the tightening of supervision has promoted the transformation of the entire industry to standardization, and also made the Internet giants such as Tencent, Ali, and Meituan, who had no scruples in the past, converge a few points, which makes the Internet industry under the umbrella of the giants a little more hopeful.
However, the new order brought about by the landing of the gods has only removed the dark clouds of the barbaric growth of the industry in recent years, and there are no emerging enterprises in the industry that can challenge the giants for the time being.
Looking up at the industry outlet with high heat in 2021, whether it is a folding screen with small progress or a meta-universe that has just been on the road, it seems that it is only a distant glimmer, not the answer at the moment.
Before everyone is the unrealized possibility, and a road that has not yet been stepped out. The future is still in the fog, and we are destined to grope forward.