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There is an obvious trend in China's Internet at present, that is, the demographic dividend is really about to be exhausted. Even Internet giants such as Tencent and JD.com have begun to experience a decline in user growth and business growth. The pie is so big, and there are more and more people competing for it. It is obvious that the 2C road will become more and more difficult to walk. The ceiling seems to be in front of you, and you can already touch it. The only way for 2C to break the ceiling is to go overseas and copy the Chinese model overseas.
In recent years, both Tencent and Ali have been going in this direction. Data shows that in the first half of 2018, the scale of cross-border e-commerce Fax List transactions in China was 4.5 trillion yuan, of which the scale of overseas e-commerce transactions was 3.47 trillion yuan, accounting for 77.1%. As far as the domestic market is concerned, if 2C encounters trouble, then 2B is bound to become the next important growth point. In recent years, under the double catalysis of capital and market, 2B enterprises have developed rapidly, and batches of new forces have been born. Among them, there are technology companies with Internet attributes, and there are also sub-brands that are upgraded and rebuilt by traditional car companies. Of course, BAT is also indispensable.
In today's Internet landscape, the three BAT giants have penetrated into all walks of life. For example, in the automobile industry, according to statistics, the number of passenger cars in China was 188 million at the end of 2017, and is expected to reach 284 million in 2021. Huge passenger car ownership provides broad prospects for the aftermarket. Judging from the trillion-dollar market size, even if the annual turnover is 5 billion, it is only 5/1,000 of the market share. In the face of this huge temptation, BAT has made a crazy layout.