In October 2021, Alibaba upgraded Tmall Supermarket to a B2C business group and once again suppressed JD.com, and its grand strategy was to comprehensively attack Tencent.
As a high-profit Internet giant, why did Alibaba extend its butcher knife to the low-profit JD.com? The original intention was to conquer the entity and point the sword to the biggest old rival - Tencent.
Obviously, not sparing the low-profit JD.com, Alibaba empire has no boundaries, and expansion will never stop.
Alibaba still has to clean up the low-profit JD.com! This time, Alibaba no longer looks at Tencent's face and does not care about its countermeasures. It can be seen that Alibaba has recovered its vitality.
Alibaba is one of China's two biggest Internet giants and a super-profitable company. Similar to JD.com's low-level industries such as self-operated retail and self-built logistics, Alibaba was not looking at it in the past. It was precisely because JD.com turned to Tencent a few years ago that Alibaba gave up the acquisition of JD.com and instead listed JD.com as a "key target."
After Tencent became the majority shareholder of JD.com, the two presented a very complementary relationship. JD.com has many physical industries such as retail and logistics, which allows Tencent's traffic advantage in the Internet field to land. JD.com has also become the most distinctive company in tencent.
After Alibaba upgraded Tmall Supermarket, it apparently extended its butcher knife to JD.com. In the "platform" battlefield with the United States and the two main opponents, Alibaba has actually entered its own unfamiliar territory. This also highlights the concept of "children make choices, adults all want".
Although Alibaba has been hit hard, the pace of expansion will obviously not stop. Suppressing and cleaning up JD.com is only a "side business" for Alibaba, and the United States and fighting two opponents are more important, but the real big goal is to attack Tencent and become the only Internet overlord.
Alibaba's Tmall supermarket and low-profit JD.com grab the market, which actually reflects Alibaba's consistent strategy: children make choices, Alibaba wants it all!
In the next few years, Alibaba will not stop the pace of expansion, not only to clean up the Meituan, Pinduoduo, but also to clean up JD.com, the ultimate goal is to "compete with Tencent for the boss".