If development continues at this pace, Douyin may not add many new users to this Spring Festival Gala red envelope event.

Douyin's current global monthly active users have basically approaching the peak of 700 million, and there is little room for subsequent growth.

If new users increase significantly, exceed 800 million or even 900 million, it also requires further popularization of smartphones and efforts in the international market!

A single domestic market is as difficult as climbing to the sky.

But the number of users in Douyin Mall will increase rapidly!

To put it bluntly, Douyin currently has no shortage of users, but Douyin Mall lacks users!

The significance of this 800 million cash red envelope and 2.2 billion discount coupon activity is to convert 600 million monthly active Douyin users into Douyin mall users in large quantities!

Let a large number of users among these 600 million Douyin users gradually accept Douyin Mall consumption and get used to Douyin Mall consumption!

In this way, the Douyin Mall has increased from 100 million active users in the previous year to 500 million now, and will continue to grow to 700 million, 200 million, 500 million, and even 300 million!

If the annual number of active users in Douyin Mall can reach 300 million, then this Douyin red envelope activity will be a complete victory!

To be precise, not only did the Douyin red envelope event win a complete victory, but also the Douyin Mall wins a complete victory.

There is nothing else, the number of annual active users combined with Taobao and Tmall is only about 300 million!

As for JD.com's annual active users, it was originally less than 100 million. With the traffic portal of Changcha and the strong support of Xingyi Technology, as well as the impact of listing, JD.com's annual active users have continued to soar, and now it is only about 200 million.

As for other Vipshop, Suning.com, and Dangdang.com, the annual active users are only 20-50 million.

There is no way, smartphones have only been a few years ago, and even with the PC side, the upper limit of online shopping groups is not high, and it is very limited.

This is still under the premise that Xingyi mobile phones and unbounded mobile phones have been widely popularized, which has greatly promoted the development of mobile Internet.

The scale of online shopping in the same period in the previous life is even worse!

In the first quarter of 2014, Alibaba's annual active users were estimated to have only 200 million.

As for JD.com, it is only tens of millions.

The number of annual active users of Vipshop, Suning.com and Dangdang are also cut in half compared to the current data, and are much worse than the current data.

It can only be said that Xingyi Technology emerged, which not only accelerated the popularization of smartphones, but also accelerated the development of domestic mobile Internet and promoted the development of e-commerce and online shopping.

It can be said that the popularity of domestic smartphones in 2014 has exceeded that of the previous life in 2015.

The development scale of domestic mobile Internet and online shopping has also exceeded that of the previous life in 2015.

But even so, the upper limit of online shopping users is still very low.

According to the calculations of Xingyi Cloud Data Center, the current annual active users of domestic online shopping are only about 400 million.

It is already very scary that Alibaba-based Taobao + Tmall can have 300 million years of active users. As for monthly active users, it is only about 200 million.

Similarly, if Douyin Mall can reach 300 million years of active users, it will be very successful, comparable to Alibaba!

This is why New Year’s Day + Spring Festival red envelopes are all given to Douyin.

And the situation is also going well.

At 10 o'clock in the evening, the 3 billion red envelopes of the Spring Festival Gala were launched for two hours, and the number of new consumer users in Douyin Mall exceeded 50 million, reaching a scale of 500 million.

It has surpassed Dangdang, Suning.com, Tencent Online Shopping, and JD.com!

That’s right, in terms of transaction scale, the pretty immature Douyin Mall may not be as mature e-commerce as JD.com and Tencent Online Shopping, but in terms of user scale, it has completely surpassed it!

Taobao, second only to Alibaba, has become the second largest e-commerce platform in the country's user base!

More importantly, this is just the beginning.

That’s right, 500 million years of active users are just a starting point!

As the Spring Festival Gala continues, the 3 billion red envelope activity continues to be in full swing, and the number of users in Douyin Mall will only increase.

And the growth rate is still very terrifying!

If this continues, no one knows how many users of Douyin Mall will grow!

Wang Yi was in a good mood about this.

With this wave of operation, Douyin Mall is completely stable.

The plan that could only be ranked among the top three e-commerce companies in 18 is likely to be implemented in advance!

Users are the first priority in e-commerce.

Even if the Douyin Mall is not as good as JD.com, Tencent’s online shopping is mature, and the number of merchants and brands is far inferior, as long as the users far exceed the former or even exceed several times, the transaction volume and transaction volume will continue to surpass.

There is nothing else, if there are users, there will naturally be enough merchants.

Faced with hundreds of millions of users of Douyin Mall, Xingyi Technology does not need to promote or invite major brands, major merchants, and major e-commerce giants to come and ask for cooperation and rush to open a store.

There is no doubt about this.

In this regard, JD.com is facing a great enemy.

Da Qiangzi lost all his thoughts on watching the Spring Festival Gala, so he quickly held an emergency video conference.

"I really couldn't imagine that what surpassed us was not Tencent online shopping, but Douyin e-commerce!" Da Qiangzi sighed:

"We have been guarding against Tencent's online shopping and Tencent's multi-faceted e-commerce layout, but we did not expect that the inconspicuous existence of Douyin Mall was surpassed unknowingly!"

Other senior executives also have complex expressions:

"Yes, the original Douyin Mall had only users, not many products, not many brands, not many orders. But now, Douyin Mall has gradually matured, the categories are gradually improving, and logistics has also exploded rapidly. Especially the 3 billion red envelope activity in the Spring Festival Gala, the user scale has also surpassed our JD."

"The result of our years of hard work in JD.com is not as good as the operation of Douyin Mall this year? It's unreasonable."

"That's right, I thought that Tencent's online shopping might surpass us, and even Suning.com would threaten us, but I never thought that the Douyin Mall that would eventually surpass us was the Douyin Mall. This is unscientific!"

"You should know that Douyin was just a short video platform at the beginning. Even Meiyou Mall and Xingyi Mall were just vertical products for clothing, beauty and electronic products. How could it surpass our JD.com? It's incredible!"

A group of senior executives from JD sighed collectively, unable to understand how the situation could have developed to this point.

It can be said that Douyin Mall is the dark horse of the year!

Last year, I was just a small-scale fight and not worth mentioning.

This year, a wave of New Year's Eve red envelope activities directly bombed the king and killed a series of e-commerce platforms such as JD.com, Tencent Online Shopping, Dangdang, Suning.com, Gome, Amazon Xiaguo, etc., becoming the second largest e-commerce giant with user scale after Alibaba.

No matter how you think about this, you feel incredible.

Looking at everyone's puzzled look, Vice President Ding Qianliu was not surprised at all:

"Actually, all the unexpected is reasonable!"

"Tik Tok Mall seems to have only been developing for about a year, but in fact, Xingyi Technology has been preparing for several years."

"We started preparing from the original Meiyou Mall, and we also made a comprehensive upgrade from quantity to quality!"

Da Qiangzi was intrigued: "Study and analyze it carefully for everyone."

Ding Qianliu nodded: "Then let's start with the original Meiyu."

"In 2011, the vertical e-commerce Meiyou Mall was born. It was originally just clothing, but later expanded to beauty, tissues, sanitary napkins, maternal and infant products, etc., and the subsequent Xingyue brand, focusing on sports categories."

"Star Yi Technology has gradually expanded from its original mobile phone to flat panels, TVs, headphones, and smart home appliances."

"The above are all the development of Xingyi Technology's own brand, gradually upgrading and improving from point to surface."

Everyone nodded, it was indeed the case.

Ding Qianliu continued: "The next step is to have a multi-brand strategy. Xingyi Technology uses "smart home" as a breakthrough and uses the emperor to command the princes."

"Taking Xingyi smart home ecosystem as the core, from the two private brands of Xingyi Technology and Wujie Technology, it has expanded to hundreds of white goods brands of large and small, including Midea, Gree, Haier, Hisense, Aucma, Aux, Joyoung, and Galanz."

"At this point, Xingyi Technology's comprehensive e-commerce map has been gradually improved."

"At least in the electrical appliance field, Xingyi Technology has become a comprehensive e-commerce company."

"But at this time, Xingyi Technology still did not directly do comprehensive e-commerce. On the contrary, it was just a multi-dimensional vertical e-commerce in the field of smart homes and electronic products, maternal and baby beauty and clothing."

"Of course, this is also a contractual constraint with our JD."

"According to the contract constraints of investing in JD.com, Xingyi Technology cannot do comprehensive e-commerce within two years, and the calculation time will expire in April. At that time, Xingyi Technology can fully promote comprehensive e-commerce."

"And Xingyi Technology has been expanding its business during this period, introducing a large number of third-party brands and merchants, and also acquiring and investing in many factories and enterprises. The supply and merchants are gradually increasing."

"In terms of logistics, Xingyi Technology is not idle either!"

"Before, many logistics from Xingyi Mall and Meiyou Mall were outsourced to us JD Logistics. However, in the past year, Xingyi Technology has continuously reduced its cooperation with JD Logistics, continuously promoted the construction and development of its own warehousing, and gradually replaced JD Logistics with Xingyi Technology's own logistics warehousing."

"It can be said that Xingyi Logistics has also become bigger!"

Speaking of this, everyone's expressions became gloomy.

Ding Qianliu concluded: "Now Xingyi Technology has integrated all resources of Meiyou Mall, Xingyi Mall, and Xingyi Zhijia to build Douyin Mall. It has introduced a large number of third-party brands and merchants. Relying on Douyin's huge user scale and terrifying traffic entrances, as well as the comprehensive upgrade of Xingyi Logistics, Douyin Mall has fully upgraded its comprehensive e-commerce, and everything is ready, only the east wind is not available."

"And this east wind is the transformation of Douyin users to Douyin mall users. Nowadays, the New Year's Eve red envelope activity has transformed tens of millions or even hundreds of millions of Douyin users into Douyin mall users."

"Secondly, Xingyi Technology has built Douyin Mall into a comprehensive e-commerce company, and has surpassed JD.com in terms of user scale, becoming the second largest e-commerce giant in user scale!"

Listening to Ding Qianliu's analysis, everyone understood the whole process.

Da Qiangzi's face turned pale: "Owned brands, third-party brands, self-operated products, factory stores, Douyin traffic, Xingyi Logistics!"

"Xingyi Technology's layout for comprehensive e-commerce really started a few years ago, step by step, and it's impeccable."

An executive couldn't help but say, "Tik Tok Mall is really amazing, and Wang Yi's layout is also amazing. But Xingyi Technology does not talk about martial ethics. According to the agreement, Xingyi Technology cannot do comprehensive e-commerce within two years. It will expire in April, and it is only early February, more than two months ahead of schedule!"
To be continued...