Alibaba's unmanned retail plan "Amoy Coffee" has made waves in the capital market.

Follow the caf é (Wechat official account vdailycom) and found that Beautiful Cafe opened a small shop of its own.

Amazon launched the unmanned supermarket Amazon Go, Jack Ma proposed "new retail" and recently demonstrated his unmanned retail plan "Amoy Coffee". Recently, F5 future stores, colorful fruit boxes and other "unmanned retail" companies raised more than 130 million yuan of financing, a large number of hot discussions about new retail and unmanned retail emerged in the market.

Among them, nothing attracted more attention than Alibaba's unmanned retail plan "Amoy Coffee", which not only attracted countless spectators to enter the store, but also turned into rough waves in the capital market, which immediately made many trading platforms create a new "unmanned retail plate". Unmanned retail concept stocks such as Yuanwang Valley, Huina Technology, and Shinze Electronics have risen by the daily limit.

But have you found that Alibaba's unmanned retail is so popular, why didn't Tencent come out to fight?

That doesn't make sense. Inventory in recent years, sharing travel industry Ali Tencent fight, shared bike industry Ali Tencent fight, social platform Ali Tencent fight, mobile payment Ali Tencent fight. Where there are profits, there will be a lot of smoke, it can be said that both sides are not willing to let go of any market or concept. But why unmanned retail is so popular today, Alibaba and Ma Yun station fengkou, and even JD.com, Wa have begun to layout offline retail, Tencent is surprisingly quiet.

Does Tencent not care about Alibaba's unmanned retail? The answer is definitely not, once unmanned retail "Amoy Coffee" becomes large-scale and popular in the future, then Alipay must play a vital role in the whole operation process, because no matter entering the store or settling accounts, buyers and sellers are inseparable from the whole Alipay ecology.

Even if other unmanned retail companies have nothing to do with Alibaba, the operation and settlement of their stores will inevitably need to use relevant technology and mobile payments, and as sellers, they will have a better chance of cooperating with Alibaba, who has the relevant technology. As soon as the number of users of Alipay surged, it should be Tencent's WeChat Pay.

In fact, Tencent is not doing nothing, but step by step. From offline retail to unmanned retail, the author thinks that Tencent started the war first.

On the evening of April 26 this year, Wechat officially announced that users can quickly create their own business or store "Mini Program" on various platforms. You know, there are tens of thousands of stores in China, and if all the stores are based on Tencent's Mini Program, it will be equivalent to pocketing a large number of customers from O2O platforms such as Meituan and Dianping, as well as collecting huge data about these offline stores. Wechat will also be more widely used. Tencent probably wants to know the operation and data of these offline stores before waiting for an opportunity to sell offline retail.

On July 3, the unmanned vending machine brand "sweeping Special Sale", which focuses on tail goods and more than half of the shelf life of imported food and fast consumer goods, received nearly 20 million yuan in pre-A round financing, jointly invested by Tencent Zhongchuang, ZhenFund and advantage Capital.

It is understood that the "sweep sale" this round of financing funds will mainly be used to promote the main business, and layout of new retail offline. In addition, the new offline retail system "sweeping Planet Xmall unmanned Retail Store" under "sweeping special sale" will also compete with other similar brands, at the same time, we finally see that Tencent is already selling unmanned retail, but this time the amount of investment by Tencent is not large, it is still very cautious not to enter easily, or just want to give it a try first.

Alibaba and Tencent are really in love with each other, a high-profile dazzling unmanned retail, a low-key act, wait and see its change, but both eyes covetously this new outlet. Finally, the author would like to say, don't forget that Amazon, JD.com, Wa, Xiaomi and other companies are also staring at this cake.