China National Petroleum Joins Tencent's Big Four Melee "Internet + Energy"

"Internet + Energy" has recently become a hot topic. Even CNPC, which has been considered "conservative," has joined the camp.

On June 11, 2015, CNPC announced on its official website that CNPC has welcomed “Internet +++”, promoted the transformation and upgrading, and signed a strategic cooperation framework agreement with Tencent. The two parties will cooperate in mobile payment, internet finance, and O2O business.

In fact, as early as last August, Sinopec entered the “Energy Internet+” field and signed a contract with Tencent to announce cooperation in the non-oil business. In April of this year, Sinopec announced that it has reached cooperation with Ali in big data and other fields. . This time, PetroChina welcomes the "Internet + energy", or it will set off a "four giants" dogfight with a scale of more than 50,000 gas stations.

Li Li, director of the Research and Strategy Center of Anxious thinks that the future of individual consumers is a top priority for PetroChina and Sinopec. Therefore, the results of the cooperation between “Petrogleans” and Internet giants will be reflected more in the short term. Retail side.

Will WeChat pay for the future?

Yesterday, CNPC’s official website announced that it had signed a strategic cooperation agreement with Shenzhen Tencent Computer Systems Co., Ltd. in Beijing. Before signing the contract, Wang Yilin, chairman of China National Petroleum Corporation, who had just completed his new month, had a meeting with Ma Huateng, chairman of Tencent's board of directors. The two parties discussed on how to use Internet technology to promote the transformation and development of energy companies.

Yu Baocai, deputy general manager of China National Petroleum Corporation believes that the rapid development of the Internet has brought about changes in people's lives, work, and consumption patterns. Enterprises should innovate business models to adapt to and lead the changes in consumption patterns. At present, the oil sales business does not need to use the Internet to promote the transformation and upgrading of enterprises.

Previously, PetroChina and Tencent have cooperated in online recharging and WeChat service numbers. According to the strategic cooperation framework agreement, both parties will explore cooperation in business development and promotion, mobile payment, internet finance, O2O (online and offline linkage) business, cloud services, and big data applications.

For more details on this cooperation, Tencent did not disclose to reporters. Li Li believes that in light of Tencent's strengths, the cooperation between PetroChina and Tencent will, in the short term, be more reflected in the downstream retail market facing consumers.

Han Xiaoping, chief information officer of China Energy Network, also believes that the cooperation between PetroChina and Tencent will firstly exert force on downstream terminals. "Tencent has a huge customer base and a convenient user experience on WeChat. Tencent and China National Petroleum Corporation are cooperating with each other. The first is for the terminal's consumers. In the future, we can achieve WeChat payment."

On June 10, it was precisely the general manager of PetroChina Sales Branch Tian Jinghui and the deputy general manager of Tencent’s WeChat Payment Department Ruan Zhijun that signed the cooperation framework agreement on behalf of both parties.

SOEs take the initiative to embrace "Internet +"

Prior to PetroChina, Sinopec signed a business framework cooperation agreement with Tencent in August 2014. The cooperation between the two parties mainly focuses on business development and promotion, mobile payment, media promotion, O2O business, map navigation, user loyalty management, and big data. Applications and cross-marketing etc.

In April this year, Sinopec reached a cooperation agreement with Ali and the two parties will cooperate extensively in Big Data to increase oil production, unified payment system, car networking, and e-commerce O2O. At that time, Sinopec stated that it is actively embracing the new opportunities brought about by the “Internet Plus,” seeking to seize opportunities in the new round of scientific and technological revolution to transform the industry.

With regard to the frequent and active cooperation between "Petrolithic Heroes" and Ali and Tencent, Li Li believes that for central enterprises such as "two barrels of oil," it is necessary to adopt an increasingly open attitude to accept the new situation. “In the past, the market was based on supply, and now oil is from shortage to surplus. Under low oil prices, the “three barrels of oil” is not as high in risk management capabilities. The downstream of the oil industry is more The more important they are, the more they must gradually move from heavy assets to light assets. This requires them to pay more attention to individual consumers and understand the needs of users. Cooperation with Internet companies will help them compete for the downstream market."

Sinopec is at the forefront of transformation. As early as the company's overall transformation to non-oil business, Sinopec will continue to improve service services at convenience stores on gas stations. Recently, it has also cooperated with agricultural products companies in Shanxi to realize the purchase of fresh vegetables at gas stations.

In an interview with the reporter of “Daily Economic News”, Han Xiaoping said that the continuous actions of Sinopec have also contributed to CNPC’s search for cooperation with Internet companies to a certain extent; for the oil industry, information technology can optimize the service level of enterprises. Increasing profitability will greatly improve the downstream consumer's user experience.

Tencent Cascade Line Entrance

For Tencent and Ali, the layout of "Internet + Energy" will enable them to grab more resources in the entrance to the offline market.

Comparing Tencent’s cooperation with Sinopec and PetroChina, they will find that their layout ideas are to capture a large number of offline entrances. A large number of gas stations are the “points” that are easily accessible. For “two barrels of oil”, Tencent’s significance to them is also roughly similar, which can expand marketing, payment methods, and manage user information.

The official website of CNPC stated that "Tencent is one of the largest Internet integrated service providers in China and currently has 800 million QQ and 600 million WeChat user groups. It is China's largest social networking platform." Prior to this, both parties have In the online recharge, WeChat service number and other aspects of cooperation. As WeChat, the "connector" and O2O service portal, already has properties, such as marketing, payment, LBS, and membership management.

Ma Huateng, chairman of Tencent’s board of directors, stated that mobile payment is an important foundation for future Internet development. At present, Tencent’s WeChat and QQ APPs already account for 70% of the time users use mobile phones every day. He hopes to highly integrate payment capacity and APP, and use "Internet +" to link traditional industries.

In cooperation with CNPC, a person close to Tencent told reporters that "at this stage, there is no detail yet." Although Tencent did not disclose more information, with reference to its plan to “connect with everything,” Tencent is adopting a strategy of gradual advancement in the vertical domain of Internet+energy, or similarly. The practice process and WeChat smart city signed contracts with all parts of the country one after another, and the practice of promoting “related urban services” a little bit is similar.

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