Ma Yun'S Last Investment Before Leaving CEO Was Settled.

After the completion of the investment, Alibaba will become the largest shareholder of High German. Cai Chongxin, executive vice chairman of the board of directors of Alibaba and Wu Yongming, President of wireless business division, will serve as director of P.

Earlier, with the rumors of Ali investing in the High German market, Gao de shares rose rapidly in the past 10 trading days, rising from 10.5 dollars in April 26th to 15 dollars in May 9th, or up to 43%.

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< p > from Sina micro-blog to High German software, Ma Yun CEO completed two important investments in the last ten days.

In the eyes of the outside world, Alibaba's aggressive investment strategy reveals its urgent need to make up for its "short board" business, especially in the industry's widely spread Alibaba listing plan, which may be pushed up by a burst of valuation because of frequent investment.

For the lack of "Internet gene" of Germany, joining the "Ali Department" can complete the pformation from tools to mobile life services.

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< p > < strong > Ali playing chess O2O < /strong > /p >

< p > becoming a shareholder of High German is regarded as the key move for Ali to continue to lay out O2O field.

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< p > in BAT (Baidu, Alibaba, Tencent) three giants, compared with Baidu and Tencent who already have map business, map has always been the "short board" of Ali.

Although Ali invested and chased Ting business network from the map business, Danting network's important assets lie in the O2O business created by the coupons. The map business was not enlarged. In October last year, Taobao local life launched a map search. Users could search for concessions and merchants through maps, but until now, it has not yet formed an influence in the industry.

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Gao De, who started from navigation business, has his own troubles. Although he put forward the pformation to mobile life location service portal in 2010, and tried to map it into a platform and portal for mobile life services, but because of the lack of Internet gene, he is facing challenges from Baidu maps and other Internet companies.

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"P" Gao De's first quarter earnings report was not ideal. The first quarter net revenue was $34 million 300 thousand, down 3.9% compared to the same period last year. Net profit was $5 million 700 thousand, down 35.9% compared to the same period last year.

Revenue and net profit were down. In addition to the reasons for the off-season, another important reason is that BMW, an important customer, has turned to rival and navigating a difficult year.

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< p > Alibaba has the data of the electricity supplier. Gao De is good at basic map data. Gao de company CEO Cheng from Wu said that the combination of the two words is summed up in one sentence, that is, to establish a production integration service system of big data and build a basic database of big data in the future.

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< p > at present, Gao de occupies nearly three of the mobile phone map client market in China. After Ali's high stake in Germany, the strategic cooperation between them will be built from the mobile Internet location service and the deep life service infrastructure, and on this basis, cooperation will be carried out on data construction, ground map engine, product development, cloud computing, promotion and commercialization.

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< p > GAO de CFO Zhang Qin said that Gould will provide geographic location, traffic information data, interest point information and user data. Ali will share its business platform, such as Taobao, Tmall trading information, logistics information and location information.

In addition to data exchange, Gould will become the main map engine provider of Alibaba China.

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Less than P, it is expected that the paction will be completed in a month.

After the end of the paction, the cash of Gould software will increase substantially. This cash will be put into the company's own business on the one hand, and on the other hand it is looking for the possibility of investment and merger.

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< p > < strong > ten days two acquisition < /strong > < /p >

< p > from Sina micro-blog to High German map, Ma Yun made the "final" paving for Ali's mobile Internet layout in the last 10 days of CEO, and before 2010, the acquisition and investment pace of Ali always focused on the two word "electricity supplier".

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< p > public information shows that Ali acquired China's Wan Wan in September 2009, strategic investment in September 2009, Shanghai Bao Zun net, and June 2010 acquisition of Vendio Services, a provider of electronic commerce Vendio (software and services) of the United States. "Serving small and medium enterprises" is still the core selection standard of Ali in the acquisition process.

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< p > but now, Ali, who owns Taobao and Alipay clients, is trying to find a "faster and more direct" method.

Ali, who is rich in money, does not seem to care about "wrong investment". He is more afraid of "missed investment".

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< p > from UC browsers, friends League, sing songs, fast taxi, unfamiliar technology, to the first half of this year, Sina micro-blog and Gao de map, which are very popular in the first half of the year, through a series of acquisitions and strategic investments, Ali shows its strategic determination for the mobile Internet.

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< p > among them, UC, Sina micro-blog and unfamiliar street have become important portals of mobile Internet with browser and mobile social interaction respectively. The alliance provides mobile data analysis. The High German map constructs the entrance of O2O, plus Taobao, Juhuasuan, American group and other electronic business platforms, as well as the important "adhesive" of Alipay's O2O business, and Ali O2O closed loop structure is basically formed.

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< p > for Ali who is actively preparing for the overall listing, frequent acquisitions will tell a higher valuation of the "story" to the capital market, but how to integrate these resources in the future will still test the wisdom of successor Lu Zhaoxi.

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