【双语阅读】阿里和腾讯进一步“拆墙”,淘宝将全面接入微信支付

文摘   2024-09-05 18:30   北京  

China’s two internet giants Alibaba Group Holding Ltd. and Tencent Holdings Ltd. have taken another step toward breaking down long-standing barriers between their platforms.

中国两大互联网公司阿里巴巴与腾讯进一步“拆墙”。9月4日下午,淘宝天猫(淘天)发布公告称,为提升消费者购物体验,淘宝计划新增微信支付能力,目前正就此征集意见。待意见征集结束后,淘宝将进行平台规则调整。本次调整将覆盖全体淘宝和天猫商家。


Alibaba will finally allow shoppers on its Taobao platform to check out via Tencent’s WeChat Pay. In the past, Alibaba favored Alipay, the digital payment created by its affiliate Ant Group Co.

Alibaba’s Taobao Tmall platform said Wednesday it is currently collecting feedback on the matter and will adjust the platform rules when that is completed. WeChat Pay confirmed that it is working on integrating with Taobao's platform and advised users to stay tuned for an official announcement on when the feature will be available.

微信支付回应称,目前与淘宝平台商户的功能适配正在开通中,具体上线时间请关注淘宝平台公告。


The collaboration signals a broader trend toward interoperability between major Chinese internet companies, with both Alibaba and Tencent expressing a commitment to open cooperation across various sectors.

Alipay and WeChat Pay dominate China’s online payment landscape, jointly capturing more than 90% of the market. But the two tech giants have long built barriers around their ecosystems going as far as issuing different QR codes that can only be used on their own services.

值得注意的是,在线上支付领域,由于支付宝和微信的市场份额超过90%,大部分应用均支持支付宝和微信支付。但京东自2011年5月因费率问题切断了支付宝,直至今日京东和京东到家仍仅支持京东支付和微信。2024年5月,京东支付和微信支付在个人码互认的基础上,进一步打通了微信商家码,用户使用京东金融App扫描个人码、商户码,即可完成支付。


The move to break down these digital walls began in September 2021 when regulatory authorities encouraged greater openness in the internet sector. Despite initial resistance, some progress was made, with Alibaba’s food delivery platform Ele.me adopting WeChat Pay. However, key Alibaba apps such as Taobao and Tmall, with significant user bases and sales volumes, have been reluctant to adopt WeChat Pay — until now.

实际上,自2021年9月以来,监管部门就积极推动互联网行业的“拆墙”行动,但市场阻力颇大,互联网巨头们虽在长短视频版权合作、支付等部分垂直领域陆续开放,但仍坚持扎紧各自核心生态与流量池的“篱笆”。


Since 2023, there cooperation between Alibaba and Tencent has accelerated. In April 2023, Alibaba’s office software, DingTalk, began allowing WeChat users to join meetings without having to use its DingTalk app.

2023年以来,阿里和腾讯之间继续拆墙。2023年9月,通过阿里巴巴广告平台阿里妈妈在腾讯微信体系投放的效果广告,已可直接跳转淘宝生态。2023年4月初,阿里巴巴旗下协同办公软件钉钉宣布微信用户可直接加入钉钉会议,无需单独下载钉钉客户端。在全面开放微信支付之前,淘特以及部分淘宝店铺已经支持微信支付。


The trend isn’t limited to Alibaba and Tencent. Tencent has also been opening up to its archrival ByteDance Ltd., the parent company of TikTok. In early 2024, Tencent’s flagship game Honor of Kings began live streaming on TikTok.

The move toward cooperation among Chinese internet giants is partly driven by economic necessity. With a slow recovery from the pandemic and dampened consumer spending, traditional revenue streams like e-commerce and advertising face mounting pressures. Stricter regulations in gaming and live broadcasting are also curbing growth opportunities, forcing companies to innovate and seek partnerships to sustain their business.

此轮“拆墙”动力来自行业内部,大势所趋。疫后宏观经济复苏缺乏势能、消费者对未来收入预期悲观,驱动消费紧缩与消费降级两大趋势,令电商、广告等互联网传统高利润率变现业务承压;而游戏、直播等领域的监管趋于严格规范,粗放“淘金"模式不再。多数互联网公司的主营业务均从过去高速、大幅增长,转入降速、存量“内卷",发展模式骤变之中,各家裁员不断,人力结构深度调整。



Writing by Denise Jia




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