Gree should seize the opportunity to cooperate with 360

As the real estate bonus period enters the countdown, people begin to focus on the transformation of traditional manufacturing.

On December 14, 2014, the news that Xiaomi Technology invested 1.266 billion yuan in Midea became a fact. With a 1.29% stake, Xiaomi Technology can nominate a core executive to become a director of Midea Group. Most importantly, the cooperation between Xiaomi and Midea was quite in-depth from the beginning. From the smart home ecosystem, e-commerce to mobile Internet business, it is a great and vibrant route. The vast space for exploration makes the "two liars" and "thief group" cursed by Gree Group Chairman Dong Mingzhu seem particularly thin.

In fact, almost at the moment when Xiaomi and Midea finalized their cooperation, someone sent a message to Dong Mingzhu, urging her to consider forming an alliance with Meizu, which is also based in Zhuhai. The fierce competition between Meizu and Xiaomi made it the most likely partner to share the same hatred with Dong Mingzhu. However, before the rumors evolved into several versions, on January 20, the cooperation between Meizu and Haier made the headlines of the technology sector - Dong Mingzhu's opponent has grown stronger, and her 2015 clearance plan is facing many difficulties.

In the fields of logistics, warehousing and smart home, competitors are forming the "first echelon"

Although the details of the cooperation between Meizu and Haier have not been fully disclosed, it can be determined that the cooperation between Meizu and Haier is different from that between Xiaomi and Midea. The cooperation between Xiaomi and Midea is gradually connecting from the capital level, business level to the strategic level, while the cooperation level between Meizu and Haier is not that deep. First, Haier Cloud Loan provides financial support for Meizu dealers; second, the two parties jointly build a warehousing and logistics center to strengthen logistics capabilities based on Haier RRS; finally, Haier's smart home platform U opens SDK to Meizu, and Meizu contributes apps system permissions to jointly build a smart home ecosystem.

Among them, logistics and smart home systems are the two major bottlenecks that Meizu and Haier have heavily guarded. In the business cooperation between Xiaomi and Midea, Midea's Ande Logistics has the possibility of surpassing Haier's RRS with the entry of Xiaomi. But Meizu's entry is a consolidation of RRS's leading advantage. Gree may have realized that its competitors are forming the first echelon in the logistics and warehousing end. If it makes a mistake, it will be left behind by its competitors and lose the hard-earned yellow jersey.

On the smart home system side, the first echelon is also gradually taking shape. Meizu, like Xiaomi, can provide Haier and Midea from the traditional home appliance industry with platform construction, system opening and traffic import. Among Dong Mingzhu's countless bold words, one of them is to the effect that if I wanted to make a mobile phone, I would have done it a long time ago. Mobile phones are too simple for me. But now she is facing the situation that even if she enters the mobile phone market from now on and launches the "Gree mobile phone" within half a year with strong leadership and action, it is already too late. The mobile phone market is far from as simple as Dong Mingzhu thought.

The way out is not competition, but cooperation

Dong Mingzhu may not care about the cooperation between Xiaomi and Midea, or the cooperation between Meizu and Haier, because she is Dong Mingzhu. But she has to admit that Gree is already slow in the face of the gray last mile of logistics and delivery, and the Internet of Things and smart homes that have accumulated a lot of volume. Her plan to clear the market with price wars is no longer something that Gree can accomplish on its own. In 2015, what Gree needs is not competition, but competition and cooperation.

On January 9, Dong Mingzhu confirmed Gree's investment in Wanda Commercial. It is clear that Dong Mingzhu believes that the offline road is far from over. But it must be said that Wanda is not the partner Dong Mingzhu needs most at the moment. What she needs is Zhou Hongyi, who once visited her and invested in Coolpad.

360's huge advantage in mobile phone software is something that Xiaomi and Meizu cannot provide. The alliance with Zhou Hongyi will give Gree a differentiated core entrance to smart home. I was interrupted by a rich gossip when writing this. The story involved 360 and Xiaomi, 360 and Gree, Xiaomi and Gree, Xiaomi and Meizu, Meizu and Haier, Haier RiRiShun and Alibaba... There is no shortage of stories of maneuvering in the world.

360 has tried out a number of hardware products, from Smart Key to KidsGuard. Hardware is obviously a knot in Zhou Hongyi's heart. But whether Zhou Hongyi's Internet gene can intersect with Dong Mingzhu's idea of ​​focusing on offline and neglecting online is the first hurdle for the cooperation between the two parties. However, since there has been a precedent of being intercepted by Haier, I believe Dong Mingzhu will not easily give up 360 to Chigo, which is eyeing it covetously?

As a winner of Toutiao's Qingyun Plan and Baijiahao's Bai+ Plan, the 2019 Baidu Digital Author of the Year, the Baijiahao's Most Popular Author in the Technology Field, the 2019 Sogou Technology and Culture Author, and the 2021 Baijiahao Quarterly Influential Creator, he has won many awards, including the 2013 Sohu Best Industry Media Person, the 2015 China New Media Entrepreneurship Competition Beijing Third Place, the 2015 Guangmang Experience Award, the 2015 China New Media Entrepreneurship Competition Finals Third Place, and the 2018 Baidu Dynamic Annual Powerful Celebrity.