{"id":47373,"date":"2021-03-17T11:16:43","date_gmt":"2021-03-17T11:16:43","guid":{"rendered":"https:\/\/www.retaildetail.be\/algemeen\/will-state-intervention-force-chinese-duopolists-alibaba-and-tencent-join-forces\/"},"modified":"2021-03-17T11:16:43","modified_gmt":"2021-03-17T11:16:43","slug":"will-state-intervention-force-chinese-duopolists-alibaba-and-tencent-join-forces","status":"publish","type":"post","link":"https:\/\/www.retaildetail.be\/nl\/news\/algemeen\/will-state-intervention-force-chinese-duopolists-alibaba-and-tencent-join-forces\/","title":{"rendered":"Dwingt staatsoptreden Chinese duopolisten Alibaba en Tencent in elkaars armen?"},"content":{"rendered":"

De Chinese overheid is de ongebreidelde macht van haar technologiereuzen beu. Na stevige ingrepen en een boete van een miljard dollar bij e-commercegigant Alibaba<\/strong>, zou ook rivaal Tencent <\/strong>aan de beurt komen. Beide rivalen zoeken nu noodgedwongen toenadering tot elkaar.\u00a0<\/p>\n

<\/p>\n

\u00a0<\/p>\n

Duopolie in retail en (online) media<\/h2>\n

De Chinese overheid heeft de twaalf grootste technologiebedrijven van het land op het matje geroepen. Ze krijgen allemaal een fikse boete omdat ze regels rond monopolievorming overtreden. Niet toevallig zijn het ook de vooraanstaande retail- en mediabedrijven van China die zo worden getroffen.<\/p>\n

\nNog minder toevallig is dat de bedrijven goeddeels te herleiden vallen tot slechts twee: Alibaba en Tencent, die met hun allesomvattende ecosystemen quasi een duopolie hebben gevormd. Hoewel de kernactiviteit van Alibaba vooral e-commerce omvat, terwijl Tencent zich op social media en entertainment toespitst, vormen hun betaalsystemen (AliPay versus WeChat Pay) en onlineplatformen de ruggengraat van de moderne Chinese consumptie-economie.<\/p>\n

\nZo goed als elke technologiespeler of retailer die het wil maken in China, ziet zich genoodzaakt bij \u00e9\u00e9n van hen aan te sluiten. Als het niet met volledige overnames is, dan wel via participaties of strategische partnerships. Vorig jaar was het nog hypermarktgroep Auchan die zich na pogingen tot samenwerking maar helemaal liet uitkopen<\/a> door Alibaba.<\/p>\n

\u00a0<\/p>\n

Alibaba moet onderdelen verkopen<\/h2>\n

Hoewel het de Chinese overheid zelf is die hen heeft grootgemaakt, door buitenlandse bedrijven te weren en binnenlandse innovators stevig te helpen, is de maat voor de Communistische Partij nu vol. De bal ging dit najaar aan het rollen toen de mediagretige Alibaba-oprichter Jack Ma openlijk kritiek gaf op nieuwe beleidslijnen<\/a> van president Xi Jinping. De president stelde toen al scherpere regels rond vrije concurrentie en tegen monopolisering voor.<\/p>\n

\nPlots verdween Jack Ma maandenlang van het toneel. Ook opende de concurrentiewaakhond de aanval<\/a> op Ant Financials, het bankbedrijf achter AliPay, en werd de geplande beursgang van het bedrijf afgeblazen. Inmiddels is bekend dat Alibaba nog een boete van bijna een miljard dollar opgelegd krijgt. Dat is weliswaar een recordboete in het land, maar op de 20 miljard omzet van het bedrijf toch vooral symbolisch<\/a>.<\/p>\n

\nGroter nieuws is dat de e-commercereus haar media-activiteiten moet verkopen<\/a>, zo bericht Wall Street Journal. Over welke onderdelen het precies gaat, is nog niet duidelijk, maar de bijwijlen partijkritische krant South China Morning Post zou al zeker getroffen zijn. Alibaba heeft verder onder meer belangen in Twitter-variant Weibo en videoplatform Bilibili. Dat berichten over het overspel van een hooggeplaatste Alibaba-manager van Weibo verdwenen, zinde de concurrentiewaakhond echter hoegenaamd niet.<\/p>\n

\u00a0<\/p>\n

Gedwongen naar elkaar toe groeien<\/h2>\n

De aanval beperkt zich evenwel niet tot Alibaba. Het ziet er naar uit dat de Chinese staat een opsplitsing eist: de financi\u00eble activiteiten van Tencent en Alibaba zullen zich moeten verzelfstandigen in aparte holdings. Ironisch genoeg speelt China daarmee in enkele maanden klaar wat critici en experten ook al jaren vragen voor de Westerse technologiegiganten, zoals Amazon en Google.<\/p>\n

\nDat Tencent slechts een boete van 64.000 dollar heeft gekregen, laat vermoeden dat er ook nog\u00a0meer op komst is<\/a>. Ook Tencent heeft met zijn immens populaire app WeChat \u2013 waar Chinezen zowat alles mee doen, van nieuws kijken over betalen in de winkel tot doktersafspraken maken \u2013 namelijk flink wat te betekenen in het medialandschap.\u00a0<\/p>\n

\nBovendien lopen er verschillende rechtszaken tegen zowel Alibaba als Tencent, omdat beide spelers hun platformen tot nu toe hermetisch van elkaar afschermden. Het zou handelaars op de onlinemarktplaatsen van Alibaba bijvoorbeeld verboden zijn om ook via Tencent te verkopen, terwijl bedrijven niet beide betaalsystemen mogen aanbieden. In november verscheen Taobao Deals, een nieuw koopjesplatform van Alibaba, heel even op WeChat \u2013 waarna het even snel weer werd gewist. Ook dit soort exclusiviteitsregels worden nu door de Chinese regelgevers verboden.<\/p>\n

\nHet resultaat is dat Alibaba en Tencent worden gedwongen toenadering tot elkaar te zoeken<\/a>. Bloomberg bericht dat Alibaba al stappen heeft gezet om zijn Taobao Deals toch weer via WeChat toegankelijk te maken, en zelfs enkele handelaars heeft aangetrokken om via de concurrentie te gaan verkopen. Ze zullen dan ook betalingen mogen ontvangen via WeChat Pay, voor het eerst in hun geschiedenis. Luidt het een nieuw tijdperk van samenwerking in voor de Chinese duopolisten? En slaagt de overheid dan in haar opzet of worden ze straks samen nog sterker?<\/p>\n","protected":false},"excerpt":{"rendered":"

De Chinese overheid is de ongebreidelde macht van haar technologiereuzen beu. Na stevige ingrepen en een boete van een miljard dollar bij e-commercegigant Alibaba, zou ook rivaal Tencent aan de beurt komen. Beide rivalen zoeken nu noodgedwongen toenadering tot elkaar.\u00a0 \u00a0 Duopolie in retail en (online) media De Chinese overheid heeft de twaalf grootste technologiebedrijven […]<\/p>\n","protected":false},"author":1,"featured_media":47371,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[15],"tags":[],"people":[],"extra":[43],"company":[],"topic":[],"region":[],"class_list":["post-47373","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-algemeen","extra-plus"],"acf":[],"yoast_head":"\nDwingt staatsoptreden Chinese duopolisten Alibaba en Tencent in elkaars armen? - RetailDetail BE<\/title>\n<meta name=\"description\" content=\"China beteugelt de macht van haar technologiereuzen Alibaba en Tencent. 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