In the face of Ma Huateng's anxiety, Luo Shuohan, the financial leader of Fuji Xun, can only analyze it head-on:

"Gu Mojie's total amount of funds returned in April ~ June should be about 60 billion yuan. It took 150 yuan to buy industrial light and magic www.biquge.info, and the hardware cooperation between Beidou navigation system and Xia Wei Hisilicon Kirin system CPU field, the total amount of the two was nearly 300.

Therefore, in the layout and promotion of the software industry, Gu Mojie's remaining hot money should be about 15 billion. Counting the net profit of Hatsune Entertainment in the last few months in the second half of the year, the total amount is more than 20 billion.

Engaged in the layout of LED and OLED screen display technology, research and development of Hatsune wallet and other new software products, and invested in Lei Jun's UC system, with a total budget of 5 billion.

If Gu Mojie is willing, and he has no other large-scale M&A investment plans in the second half of the year, he can come up with 15 billion funds purely for advertising, channel promotion, and user subsidies.

Hatsune Entertainment's subsidy concessions in all fields have been budgeted at 4 billion. But in fact, because those subsidies in the game industry do not even need to use the stock funds, they can be directly deducted from the subsequent profits of the game, so in fact, only stand-alone games and online video members are actually subsidized by using the stock funds.

On the online game, Warcraft point cards are sold for 30 yuan and 60 hours, and Hatsune Entertainment certainly makes a lot of money; But if it is reduced to 15 yuan and sold for 60 hours, Hatsune Entertainment will not lose money, but it is just a matter of making more and earning less. In this area, subsidies are more likely to be based on the 'future concession' model......"

Luo Shuohan said in a rambling and methodical manner. Ma Huateng was a little impatient when he heard this, and waved his hand to stop the other party from continuing to diverge.

"You just want to tell me that if the situation is bad, Gu Mojie still has 130~14 billion yuan this year, which can be used to subsidize and promote his products, right?"

"That's the general conclusion." Luo Shuohan cautiously pushed his glasses and affirmed the boss's statement, "In fact, we can see that Gu Mojie already has some less radical full subsidy schemes. ”

Ma Hua Tengqi said: "What is the full set of subsidy schemes? How did I not know? ”

Luo Shuohan hurriedly explained: "This is a preferential subsidy that was just launched the day before yesterday, so you didn't have time to hear that it is in the field of mobile phone charging."

As you know, when we operated Tenpay three years ago, we took into account that it would be difficult to grow big in the face of Alipay's sniping. Therefore, at the beginning of Tenpay's launch, it spent a lot of costs, got through the relationship with China Mobile, and got the lowest discount on the whole network of 'Tenpay recharge mobile phone bill exclusive 96% off'.

At that time, other recharge channels on the whole network rushed 100 yuan of mobile phone bills, which were generally more than 97 yuan or more than 98 yuan, and we were nearly 2% cheaper than Taobao recharge phone bills, which once supported the company's difficult expansion period in the initial stage of Tenpay.

But now, Hatsune has learned this trick, and their banner is that in 2009~2010, use the Hatsumi wallet to pay online for recharge mobile phone bills, with a discount of 92%, and a discount of 88% for the cost of recharging China Telecom Tianyi package. Only Unicom doesn't know why there is a rift in the relationship with Hatsune now, and it doesn't give a preferential package. ”

In 2009, online shopping has not yet fully penetrated the hearts of the people. There are definitely not a few old-fashioned people who refuse to buy things online.

But there is one thing, even if people who are no longer willing to shop online, most of them will choose to pay for it online, and that is mobile phone bill recharge.

Who makes the three major operators all central enterprises, the efficiency of the business hall is more heartwarming than the other, and the user experience is worse than the other. No matter how patient people are, they are not willing to wait in line for dozens of minutes just to spend money.

In 2009, there were more than 900 million mobile phone users in China, 800 million of which were China Mobile alone, more than 100 million were added up to China Telecom Unicom, and tens of millions of people were multi-card users.

In China, until 2013, the number of mobile phone users was about twice the number of Internet users.

"Using a certain means of payment, the biggest discount on phone bills" should be regarded as a wallet product, the most effective and widest coverage of a means of promotion.

If the discount difference is large enough.

In the face of this news, it is impossible for Ma Huateng not to be nervous.

"How could China Mobile give Gu Mojie such an ungodly discount of 92 percent? The mobile boss is not Gu Mojie's father! ”

Faced with this question, Luo Shuohan said an answer that shocked Ma Huateng.

"China Mobile didn't give Gu Mojie 92% off - they are still talking about 96% off, the same as us. The remaining 4% is Hatsune's own subsidy for mobile phone users nationwide. ”

Ma Huateng gasped.

Subsidize 4% of the phone bill of mobile phone users across the country?

What is this concept?

In 2009, the total telephone turnover of China Mobile and China Telecom was 600 billion yuan. 4% is 24 billion yuan.

"It can't be! If 800 million people use Chujian wallet to charge phone bills, Gu Mojie alone will burn 24 billion yuan every year. Even if there is only one quarter left this year, it will be 6 billion. ”

"Pony, this account can't be calculated like this - according to normal development, the Chujian wallet will be 60 million cards by the end of the year, if only these 60 million people use the Chujian wallet to charge phone bills, it may only be enough to subsidize 1 billion (the general phone bill consumption of netizens is much higher than that of non-netizens) Before the number of users skyrocketed, this strategy actually didn't cost much."

"Is that so? I always feel that something is wrong. Ma Huateng's brain spun rapidly, hungry for Gu Jie's loopholes. Then, he seemed to think of something.

"I thought of it! It can't be counted that way. Think about it, if one of your family has an Alipay account, won't even parents, elders and young students use this account to recharge their phone bills?

When we calculate, we should convert according to the density of an average of three to five people, 60 million Chujian wallet accounts may be able to cover 2~300 million mobile phone users, and they are relatively trendy, fashionable, and expensive users among mobile phone users. This group of people can definitely cover half of the revenue of China Mobile and China Telecom. ”

This is a very human thinking pattern: there is a young post-80s or post-90s hipster at home, who knows about online shopping, so he is sure that his parents and even grandparents will use this post-80s Alipay to rush money.

When one wallet number corresponds to five mobile phone numbers, it means that the "per capita customer acquisition cost" of the subsidy has increased by five times at once.

According to Ma Huateng's algorithm, considering the increase in wallet users, Gu Mojie will subsidize at least 4 billion in phone bills in 09, and it may be 20 billion in 10 years.

It is unlikely that Gu Mojie burned money so hard. This year, he sold 15% of Hatsune Entertainment's unrestricted shares, in exchange for the 60 billion, it is impossible to spend it so lightly.

"At present, it is possible. If he continues to burn money like this, Gu Mojie will not be able to hold on. But judging from the current intelligence, Gu Mojie will soon launch the mobile APP version of the 'Chujian Wallet'.

According to the rumors of Hatsune's planning that we spied on, this year, because Android machines are not popular enough and Apple phones have not entered China, Hatsune has chosen to temporarily tolerate '92% off mobile phone bills charged by computer wallets and 88% off telecom'.

And next year, once Apple's IPHONE4 enters the market, Hatsune is likely to tighten the policy, and adjust the preferential policy of 'Chujian wallet charge' to 'only use the mobile phone Chujian wallet APP and quickly charge the phone bill to the local number, in order to enjoy the above discount', once the computer user charges the mobile phone number, the discount will return to the current 96% off. ”

It's poisonous!

The situation that one wallet number corresponds to five mobile phone numbers has been broken like this?

Five times the cost of customer acquisition, so easy to return to the basics?

Ma Huateng felt like a numb heart.

"Let's not talk about these now, let's talk about telecommunications, how dare Gu Mojie give telecom an 88% discount? That would double the amount of subsidies. ”

Luo Shuohan answered all questions: "It was caused by Telecom taking the initiative to reduce prices in order to promote Tianyi, and it is said that the discount that Telecom directly gave Hatsune was 92% off or 94% off, and it is not clear at present." It is said that it was because Hatsune had a good relationship with Telecom and was the first to launch the 'Tianyi' standard mobile phone, and later because of the bad relationship with Unicom, he was forced to stand in line with the three major operators to the telecom side. So Telecom gave a large-scale reward for Hatsune. ”

This trick is really impossible to learn if you want to.

In contrast, Teng Xun really has no friendship with any of the three major operators.

Lasting silence.

"Alas, it seems that it is unlikely to pray that Gu Mojie's capital chain is insufficient and give up the subsidy." Ma Huateng let out a long sigh and quickly walked out of the emotional trough.

Those who achieve great things do not get entangled.

"Zhang Xiaolong, immediately get half of your WeChat wallet to me, I'm talking about APP, of course, I want to see this thing online in the fourth quarter. If you still have technical questions, you can communicate closely with the original Tenpay team, find resources to calculate money, and handle accounts internally. In terms of payment security, we must also work together with the team of QQ doctors, and there must be no leaks. ”

Zhang Xiaolong agreed very simply: "Yes, we have been planning this thing for a long time, as a defensive product." I promise that it will be launched in December, and it should not be more than two months later than the Chujian wallet APP. ”

"That's good, you go and get busy with you, product planning adjustment, and I'll talk to you alone when the time comes."

Ma Huateng said, let Zhang Xiaolong disperse first.

Then he discussed with Luo Shuohan alone about the convergence in the capital market.

"Contact Lao Ma for me, I guess he heard that he first saw 30 million users of the wallet in 40 days, and he should be crazy. Alipay's 180 million people are not so unbreakable. ”

Luo Shuohan wanted to speak and stopped, but after all, he didn't stop Ma Huateng's decision.

There are no dates, and it is not troublesome to hit a shot.

……

In the next few days, Luo Shuohan got into the relationship with Lao Ma through a CFO's capital contact channel and through some intermediary brokers.

However, the reply that Ma Huateng hoped to wait for was lost in the sea.

"Could it be because Gu Mojie still introduced the e-commerce interface of Chujian Wallet to Taobao.com, so Ma Feng couldn't make up his mind to change his mind and join forces with us?"

It seems that there is only one answer.

On the Ahri Group's side, there was no positive response to Teng Xun's temptation.

There's only one procrastination.

Teng Xun opened the price code of "connecting the e-commerce entrance of Tenpay to Taobao", and the other party did not check it, which seemed to be a small condition.

"That's it, since we can't pull it in, let's take our Tenpay and even the e-commerce entrance of the future WeChat wallet to Liu Qiangdong, who just got $200 million in venture capital. I hope this guy is a little more powerful, and he can drag our WeChat wallet to fly together. ”

Although he finally gave up, Ma Huateng still had no idea how many additional conditions Gu Mojie had set for Ma Feng, so that Ma Feng did not have a backlash in such a situation. (To be continued.) )