Chapter 146 Strategic Planning

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"Monternet?, does the mobile company really plan to launch this independent online service model?" Ma Huateng wondered.

With his connections within the communications system of Guangdong Province, it is impossible for him not to know that such a service has been launched.

"That's right. It took us a lot of money to get this news!"

Guo Shouyun remembers very well that the time when the mobile company launched Monternet Mobile was 2001, although he forgot the specific time, but he vaguely remembered that it should be January and February, or it is possible earlier. Because, at that time, he had just bought his first mobile phone, and the mobile counter attendant had specifically told him about the mobile Montnets service, so he still has an impression.

"Can relying only on wireless value-added services solve Tencent's profitability problem?" Zhang Zhidong wondered.

No wonder he asked. At present, whether it is mobile or China Unicom's online services, there is basically no content. Not only is the tariff expensive, but it's also slow to death. It really makes people doubt the profitability of 'wireless value-added services'.

However, this point happens to be the least worrying about Guo Shouyun. He is well aware of how the number of Internet users and mobile phone consumption in China will experience explosive growth in the next few years.

When the two data are combined, the market size of wireless value-added services has also exploded.

In 2001, when Monternet was first launched, the market size of wireless value-added services was only 1.98 billion yuan. But in 2002, it reached a market size of 9.36 billion yuan, an increase of 373% over the previous year. By 2003, the wireless value-added service market reached an astonishing level of 23.32 billion yuan. But it's nothing. By 2007, there were more than 500 million mobile phone users in Huaxia, and the market size of wireless value-added services exceeded 150 billion.

Although later, because of the relationship in the barbaric growth period, various problems such as fraud and shady scenes arose in the case of fierce competition, which limited the development speed and market scale of wireless value-added services. But its upfront earnings alone are enough to turn Tencent's current financial situation around and bring in enough money to support the rest of its business expansion.

Before Guo Shouyun's rebirth, portals such as NetEase and Sina relied on unlimited value-added services and online games to survive the NASDAQ crisis and live a nourishing life.

"There is an old Chinese saying, called 'Cang Liao is full and knows etiquette', simply put, when you are full of food and drink, people will further pursue a rich spiritual life. Now that China's economy is developing rapidly, the vast majority of people have no problem with food and clothing. So, the spiritual needs will grow explosively. According to a report by the China Internet Information Center, the number of Internet users in China in 2000 was 22.5 million, an increase of 2.3 times over the previous year! The number of mobile users increased by 41.97 million, and the sales volume of mobile phones reached 83 million, both of which were 1.5 times that of 99 years. ”

After a pause, Guo Shouyun's calm gaze quickly swept over everyone, "Everyone here is a top business elite, I believe that I don't need to say more to understand that this is a big market with amazing profits and untapped yet."

It's just that now it's just been born, and many people don't know about it, and they don't even know how to benefit from it, but what I can tell you is that this is a super cake that will exceed 10 billion in two years and nearly 100 billion in five years. Tencent must get ahead of other companies before they react. I'm sure you'll be glad of today's decision when you get your monthly earnings statement. ”

Looking at his piercing eyes and firm expression, Ma Huateng and Zhang Zhidong inexplicably had a certain confidence in this proposal.

Looking at Ding Lei, who wanted to speak and stopped, Guo Shouyun smiled, "Lao Ding, don't be envious of wireless value-added services." According to what I said, run "Legend" well, and I guarantee that NetEase's revenue can exceed 200 million Huaxia coins this year!"

"Really?"

Ding Lei's eyes lit up instantly.

"Of course, if NetEase's revenue fails to reach 200 million by the end of next year, I will make up for it myself!" Guo Shouyun said without hesitation.

"Legend", as a fossil-level work in the Chinese game industry in the previous life, once created an astonishing record of monthly income of hundreds of millions at its peak.

It is precisely because of it that Lao Chen played the grand plan of 'Internet Disney'. It's a pity that Lao Chen is not a real businessman, and his heart is too real, and after being scolded for two sentences, he regarded his company's main online game business as a third-class. This has greatly affected Shanda's potential in the gaming industry. After the peak of "Legend", it was surpassed by Tencent and NetEase in just three or four years. Before Guo Shouyun was reborn, the once glorious grand was already Lian Po old.

Think about it, if Lao Chen had Jackma's cheeky and black skills, maybe the current Shanda would be different.

This time, Ding Lei was satisfied, but Ma Huateng and Zhang Zhidong next to him began to envy again. That's 200 million. If Tencent had 200 million, they wouldn't be sitting here today.

"You two don't want that look either. The potential of wireless value-added services is no worse than that of online gaming. ”

After a pause, Guo Shouyun organized the language and continued: "Unlimited value-added services and online games are not all for Tencent and NetEase in the next ten years. According to your respective development models, the most suitable for Tencent in the future is the online community! The most suitable for NetEase, or NetEase should be more in-depth, is e-commerce!"

"Online communities?"

"E-commerce?"

Ma Huateng and Ding Lei showed a trace of doubt on their faces at the same time. Tencent is now just an instant messaging app that has nothing to do with the online community. As for NetEase, it has no connection with e-commerce.

Online communities, e-commerce, and search are the three main directions of the Internet in the future. Tencent has millions of users, and it will become more in the future as the number of Chinese Internet users increases. So, the online community is the best for you. As for how to build an online community, in fact, the most important thing is the content. Be rich enough for users to spend their time on!"

“… The content that interests users includes forums, emails, blogs, news, film and television dramas, music, e-books, and many other fields! To put it simply, Tencent can provide whatever content a user needs on the Internet. ”

"If that's the case, I'm afraid the amount of money needed will be difficult to calculate!" Zhang Zhidong said after thinking for a moment.

"That's right, but what I just said just now is the direction of Tencent's future development. Now we can develop a detailed development plan that spans 10 years. Now let's start in one or two directions. After these contents are stable and profitable, they will continue to develop horizontally. For example, in 2001, Tencent could start with music and online literature. ”

"Music and online literature?"

"That's right. … First of all, the concept of Chinese music copyright is very vague now, and a lot of money can be saved in this regard. Secondly, music, especially mobile phone ringtones made of music, is one of the most lucrative wireless value-added services, and Tencent cannot miss it. ”

"Speaking of online literature, it is still in its infancy, but to borrow a phrase from the chairman: the people have unlimited creativity. When online literature matures, countless classic works will be produced. These classic works can be published as books, adapted into dramas, adapted into comics, games, and even movies and TV series! This is a set of industrial operation models that have matured in the United States and the West. Although there are differences between Eastern and Western cultures, I believe that this model is also applicable in China. ”

"Does online literature really have such great potential?" Zhang Zhidong couldn't help but ask.

It's no wonder he asked, in Guo Shouyun's description, online literature has simply become a 'gold mine' of value output!

"Only you can't think of it, but nothing is impossible!" Guo Shouyun said with a hint of memory in his tone.

In his previous life, he witnessed the arrival of the prosperous era of Chinese online literature, and even became a member of it. By 2019, the concept of popular film and television dramas in China and full copyright operation will be deeply rooted in the hearts of the people. The oversubscription of more than 600 times when China Literature Group went public at the time of listing made people see the unlimited potential of the online literature market.

After cleaning up his mood, Guo Shouyun continued: "The online literature market is not mature yet. No, it should be said that there is no online literature market yet. Therefore, we need to cultivate it carefully. Fortunately, there is not much upfront investment in this area. Tencent's future revenue from unlimited value-added services will be enough to support Tencent's own development in instant messaging, online literature and music business. ”

“… If nothing else, Tencent will focus on the above business in 2~3 years. Of course, if the revenue of wireless value-added services is lucrative enough, you can also do what you mentioned at the beginning in advance. ”

Guo Shouyun didn't mention QQ space, not because it's not important, but it's not the time yet. Wait another year or two, when the network foundation is thicker, and then it will be the right time for it to appear.

After leaving it to Ma Huateng and Zhang Zhidong to digest what he had just said, Guo Shouyun sorted out his thoughts and turned his gaze to Ding Lei.

"Portals, online games and e-commerce are the three main businesses of NetEase in the future, and they are also the core businesses! Now let's talk about e-commerce!"

“… Now the mainstream e-commerce model, there are B2B, B2C and C2C! B2B field representative enterprises are Alibaba and HC, they already have a certain market foundation, we are not here, there is no more to say here. As for the B2C and C2C fields, there are no dominant companies in China at present. And that's NetEase's opportunity. Because NetEase also has to take into account portals and online games, it is impossible for us to lay out in the B2C and C2C fields at the same time, so we can only choose one of the two. ”

“… Judging from the current economic and market situation in China, the most suitable is C2C. Because C2C has a huge cost advantage. It is very suitable for the abundant demand of ordinary people in China for cheap goods. However, C2C has an unavoidable problem, that is, 'fakes'! After all, the current Chinese law is not as perfect as that of Europe and the United States, and judging from the current situation, this problem will not be effectively solved in ten years or even longer. ”

“… But man is the most transmuted. Especially with the continuous development of China's economy, people with bulging pockets will no longer pay attention to the price when buying things, or the price is no longer the first concern. Quality, taste, after-sales and so on will become more important in the eyes of consumers. Compared to C2C with no oversight. Because B2C can directly control the purchase channel, it will be more favored by consumers when the era of rational consumption and quality consumption comes. ”

"B2C, China's Amazon!" Ding Lei said in a deep voice.

"Not bad. But I don't want to hear anything about China's Amazon, NetEase is NetEase, in the future, this is a world-class enterprise that resounded all over the world and could compete with Amazon on the same stage!" At the same time, he turned his head to look at Ma and Zhang on the side, "And you, don't just limit the future of Tencent to China, there are more than 200 countries in the world, and the world is very big!"

Guo Shouyun's ardent expectation in his tone, strong confidence in the future, a broad vision of the world, a wise layout for the development of the enterprise, and a long-term vision revealed in the previous words. gave Ma Huateng, Ding Lei, Zhang Zhidong, as well as Zhang Lei and Li Yu, a strong shock and psychological impact.

"This is the most detailed, feasible, and long-term strategic plan for the Internet industry that I have ever heard!" After a long time, after briefly calming down the fluctuations in his heart, Zhang Lei said with a hint of emotion in his tone.

"The boss's understanding of the Internet is beyond this era!" Ding Lei also nodded in agreement.

"I used to think that the word 'genius' was unrealistic, but now I finally understand that there are indeed geniuses in this world!"

After Li Yu's words fell, Ma Huateng and Zhang Zhidong nodded in unison.

Facing the respectful and upward gaze, although Guo Shouyun was a little proud in his heart, he was also a little apprehensive. After all, he is his own family and knows his own affairs. If it weren't for the nearly 20 years of historical memory and the wealth of knowledge that Bruce Guo learned in the Stanford Department of Economics, he would not have been able to come up with the deep-rooted and shocking remarks above.

"I'm embarrassed to be praised by you... Okay, you've worked all the way, so let's get here today. We'll talk about it in more detail tomorrow!"

Guo Shouyun's words fell, and Ding Lei and Ma Huateng stood up.

"This information...?" Zhang Zhidong said.

"You can take it back and see it... By the way, Lao Zhang, you and Li Yu will stay for a while!"

The two nodded, and after Guo Shouyun sent Ding Lei and the three out of the door, the three sat down again.

"In less than two weeks 2001. Hanhua's performance in the past year, should you give me an answer?" Guo Shouyun said with a smile.

"I was ready for a long time, I thought about tomorrow, since you are in such a hurry, let's do it now!"

After getting along for more than half a year, Zhang Lei, who had basically figured out Guo Shouyun's temper, smiled and shrugged his shoulders, then took out a thick document from his briefcase and handed it over.