In other words, Tencent's recent small action has triggered a lot of reverie. For example, in the past two days, some Pengyou have found that in the entrance of the nine-palace grid of the WeChat service, there is actually a "T3 taxi" in terms of travel, which tops the position of "Didi Chuxing". Like the following figure.
Therefore, some small pot friends said, this is the rhythm of Tencent abandoning Didi and choosing another taxi company.
However, the eighth sister thinks that it is not an abandonment, but this has to be blamed on Didi, who let Didi violate the law, and needs to be reviewed. According to last year's penalty opinion, Didi Chuxing stopped new user registration and was removed from the app store. Since then, in the entrance of the WeChat service, the entrance of "Didi Chuxing" has been hidden. Of course, if you have registered and used Didi before, this entrance in WeChat actually shows "Didi". For example, the Eighth Sister WeChat shows this way.
As for why the recommended bit was given to T3 taxi, this is also easy to understand, Tencent is also a shareholder of this company after all, accounting for nearly 6% of T3 taxi's shares.
On the one hand, Didi, which has not passed the security review for a long time and the estimated investment funds have evaporated, on the other hand, T3 travel, which has a state-owned asset background and no problems in compliance, is also an investor, and it is quite normal for Tencent to give traffic to T3 at this point in time.
Of course, having said that, countless histories also prove that although WeChat's traffic pool is large, it is not easy to put on anyone. The iron has to be hard itself, and whether the company can really do it depends on whether the business is good or not, after all, under the traffic entrance of the WeChat service, there are still a bunch of little brothers. And "T3 Travel" also shows "limited-time promotion", maybe after a while this entrance will be removed.
In fact, a piece of information that many people have recently overlooked is that today, Ctrip announced a news, that is, Ctrip car rental officially entered Tencent travel services.
Combined with a series of actions of "Tencent Travel" in taxi in July this year, it can be seen that Tencent's actions in aggregating travel services are really full, and the ambition is really big.
As for why Tencent wants to do this, it is actually very understandable, first of all, Tencent also needs to monetize, and CSIG's map department needs to prove itself.
If you pay a little attention, you will know that CSIG (Tencent Cloud and Smart Industry Business Group) is the hardest hit area of Tencent's layoffs and adjustments this year, and strategic products such as Tencent Cloud have been cut by teams that have been losing money, not to mention maps. In fact, the taxi service of "Tencent Travel" began to be carried out as early as two years ago, but it is estimated that there was no profit pressure at that time, and only the taxi service was launched in Guangdong, and the taxi service providers that fully accessed each home were in July this year. Also in July, Tencent adjusted the CSIG organizational structure and announced the establishment of a map product department and a digital twin product department, while abolishing the smart space product department and the transportation platform product department. Among them, the map product department is specifically responsible for Tencent maps and travel services for C-end users.
To put it simply, the days used to be good, and the small money could not be seen, so everyone casually invested in the B side. But when revenue slows and earnings decrease, Tencent has to learn to be meticulous. Specific to the map department of CSIG, raising so many people, you can't just rely on the B-end to make money, but also have to find a way to make money for C-end users. You see, compared to AutoNavi, people don't have such a good traffic pool as Tencent, aren't they also profitable, so what reason is there not to Xue WeChat traffic wool?
Of course, for Tencent, traffic monetization is only a factor to consider, how to make their map travel business brush sense of existence, attract more users to use, and stay in Tencent is also an important reason. In the past period, with the decline of Didi and Tencent's map business has not made much progress, Tencent also urgently needs to catch up with the pace of AutoNavi and make its map travel business more viscous, which will also feed back other businesses.
In addition, more importantly, in the context of anti-monopoly and interconnection, Tencent also needs to show its image of a wide range of rivers. As everyone knows, Tencent has withdrawn its shares in Jingdong significantly, which has triggered various speculations - will Tencent continue to reduce its shares in other "Tencent" companies? In terms of business, Tencent may also want to create an image, actively interconnected, and no longer just give traffic pools to its own cronies who invest a lot.
Of course, I just don't know how much foothold Didi will have in the future.