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interface news reporter | cha qinjun

interface news editor | song jianan

the “wall” between china’s internet giants is being torn down further, this time by taobao and jd.com.

on september 26, according tolatepost news, taobao tmall will officially connect to jd logistics and is expected to go online in mid-october.at the same time, jd.com will also connect to cainiao express and cainiao post as parcel collection sites. soon, jd.com will officially connect to alipay, and the logistics and payment systems of both parties will gradually begin to be connected.

jiemian news sought responses from jd.com, taobao, and alipay. as of press time, none of the three parties had responded directly.

if the news is true, this will be the first time in 13 years that jd.com will reconnect to alipay.2011year, jd.comevercut off alipay’s payment link on the site。at that time, the founder of jd.comliu qiangdong explained the reasons for deactivating alipay: first, alipay's fee rate is too high, and jd.com has to pay an extra 5 million to 6 million yuan every year; second, 80% of jd.com pays by cash on delivery.about 10% are usedonline unionpay payment, so stopping cooperation with alipay will not affect users.

and now,the dividend period of traditional e-commerce has long ended, and the era of erecting barriers to acquire users is gone. faced with new rivals such as live streaming e-commerce and pinduoduo, the common interests of traditional e-commerce are gradually surpassing disputes.the two major e-commerce giants have allowed their respective core technologies to enter each other's hinterland, announcing the end of the era of zero-sum game in e-commerce.

“thisit’s interconnectionofanother new development. taotian’s user experience improvement, alipay’s performance growth, jd logistics’ revenue, and jd mall’s growth will all benefit.. "zhuang shuai, retail e-commerce industry expert and founder of bailian consultingsaid to interface news.

the most direct benefit is to increase product turnover rate. in the past, merchants needed to manage goods separately on taobao and jd.com. after taobao is connected to jd logistics, merchants no longer need to prepare goods, arrange inventory, etc. for the two platforms separately, which can reduce duplication of construction, reduce operating costs, and improve distribution efficiency and service quality.

for tmall brand merchants, the integrated supply chain solution provided by jd logistics，not only canimproving logistics efficiency can also expand the customer base and bring revenue growth.and forjingdongof small and mediummerchantin terms of，after cainiao logistics is opened in the future, merchant distribution costs are expected to further decrease.。

interconnection is not only the mutual penetration of business between giants, but also more conducive to enhancing user experience and industry development. users can have one more choice of payment channels.there is no need to transfer money through various channels anymore, one payment tool can cover all mainstream scenarios. in additionone more logistics option,canto meet the needs of different consumers for logistics services,especiallyit is especially beneficial for consumers who have higher requirements for logistics speed and service quality.。

this reflects two major changes:first, the consumer demand of the publicmore cost-effective, the e-commerce platform mustfrom all dimensionsimprove your own services,find the greatest common divisor. twoit is the confrontation between the old and new internet that continues, and new mediajustin grabbing the traffic of traditional internet platforms,advertisewith gmv (gross merchandise volume),traditional e-commerce companies have to work together to stay warm。

alibaba and jd.com“break the ice”behind, is the “interconnection” of the entire internetofminiature.

previously, ali、tencent has been "blocking" each other for more than ten years. the two sides have already built an "invisible" wall to isolate each other's business. it wasn't until china's internet anti-monopoly storm came, and the ministry of industry and information technology required all platforms to unblock and "interoperate" that the two sides gradually began to explore opening up relevant businesses to each other.

from2021tencent appcanjump directly to taobaosky,arrivein october last year, alibaba and tencent deepened their cooperation. through alimama, merchants can place ads within the wechat ecosystem such as video accounts, moments, and mini programs, and the ads will jump to taobao and tmall merchants' stores, product details, and taobao live. time, all meansthe link capabilities of both parties have gradually improved through continuous testing.

and this year9moon，taote and wechat pay are interconnected. there is no need for internal testing or copying links. you can jump directly to wechat to complete the payment process., which makesthe "tearing down of walls" among major manufacturers has reached a milestone.

but there are actually undercurrents behind "opening up"，how the data exchange involved in cooperation is handled deserves attention. ensuring effective use of data while protecting user privacy will also be an important issue that both parties need to resolve.

no matter what kind of opening up, it is likely to disturb the existing market structure and enhance their respective commercial imagination space.。traditional e-commerce companies are transitioning from the stage of "for a long time, they must divide" to "for a long time, they must unite." in the future, whether they will join forces to fight against emerging e-commerce forces, or turn more "enemies" into friends, is worthy of long-term attention from the outside world.