牛牛敲黑板：
抖音筑起护城河，美团深入阿里腹地。
但事实上，阿里和腾讯共筑的支付工具格局很难由外力打破，新兴巨头能做的，是将所属领土圈占起来，构成一个独立王国。
2016年的TMD乌镇闭门会上，张一鸣与王兴有过一番「商业互吹」。王兴评价张一鸣「学习能力超强，专注、理性」，张一鸣评价王兴「好奇心强，对各种奇怪的事情感兴趣」。
外界评价则要更直白些。
作为并列TMD的新生代互联网巨头，尽管字节跳动与美团都给外界留下无边界扩张的印象，但其掌门人王兴和张一鸣分别被外界冠以好斗和低调的标签。
两个巨头在支付扩张姿态上的差异，似乎能体现上述特征。同样作为支付业务，抖音支付隐藏在「更多支付方式」下方，而美团支付的地位显然高出不少——置顶、带有「推荐」标签、绑定银行卡立减。相比之下，微信支付反而被挤到角落里去。
在美团的股东结构中，腾讯作为第一大股东持股比例超过20%，这使美团有底气将阿里系的痕迹踢出自家领地。美团屏蔽支付宝支付方式后，社交媒体遍布用户使用不便的吐槽。王兴为此在饭否发文反驳：淘宝不也没有微信支付？
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抖音支付的扩张历程则要低调许多。抖音支付在APP内正式上线后，抖音立即表态：
「抖音支付仅作为目前若干主要支付方式的补充。」
在巨头把持的移动支付赛道面前，抖音和美团分别展现了新兴玩家的两种吃相，美团把手伸进赛道里抢肉，抖音则挖起了护城河。
春晚红包，支付出道？
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据晚点LatePost报道，抖音将接替拼多多成为2021年春晚独家红包互动伙伴。为此，字节跳动新增57个春节专项招聘岗位。
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从用户基数看，抖音的DAU早已升至6亿以上，春晚能够提供给抖音的用户增长红利已经相当有限。从字节跳动的增长方向看，秀场直播、视频广告等业务增速趋于稳定，游戏、教育、电商等新业务将是这一时期的增长主力军。
结合近日抖音支付上线的消息，此次春晚活动中，抖音很有可能将抖音支付推至宣传C位。
抖音对支付业务早有布局，自抖音钱包上线以来，诸多活动都在鼓励用户使用银行卡支付，替代微信支付和支付宝支付。
在2020年发财中国年活动中，抖音照搬了微信支付打法，即将红包打入用户账户，用户可通过绑定银行卡的方式提现。在此之前，抖音红包支持支付宝提现，但银行卡提现有额外优惠。
然而，抖音钱包的声量始终不大。尽管抖音多次展开红包活动，但在搜索引擎中，「如何解绑抖音绑定的银行卡」仍是一个热门话题。
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而此次春晚红包活动中，抖音需解决两个问题，即如何引导抖音支付长期稳定的用户留存，以及如何将春晚红包与直播电商挂钩，以削弱支付宝和微信支付的权重。
在2020年的春晚红包活动中，快手曾采取「看视频+点赞」策略引导用户体验短视频生态，被事实证明留存效果不佳。在此基础上，抖音必须拿出新的战术。至于效果能否与微信的「偷袭珍珠港」那届相比，则有待观察。
抖音支付：拱卫护城河
抖音为什么要自己做支付？
中国支付网创始人刘刚对「新熵」表示，由于线下支付场景被支付宝、微信占领，抖音支付很难在市场份额上冲击两大巨头，其目的更多在于拱卫支付数据护城河，以防止数据流向竞争对手。
抖音有三大支付场景。直播打赏场景下，货币为抖币，用户付费流向抖音；购买抖加场景下，货币为抖加币，用户付费流向抖音；电商直播场景下，货币为现金交易，用户付费流向第三方商家。
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而抖音支付目前仅在电商直播场景下可用，在秀场直播以及抖加购买界面，仍维持原有的「支付宝支付、微信支付、银行卡支付」界面。这也是抖音支付始终低调的原因——抖音的真正目的不是打造一个支付霸主收割手续费，而是掩护自家的交易数据。
在抖币、抖加币的掩护下，抖音有能力限制第三方支付渠道获取用户数据。当交易对象变成用户与第三方商家后，抖音的「打马赛克」能力被削弱了。
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这部分抖音想「打上马赛克」的交易数据，包括抖音向支付渠道提交的商品交易订单，撤销订单、退款订单。其中相当一部分，是抖音的软肋所在。一位直播电商从业者对「新熵」表示，不同品类的商品在抖音的销售情况有差异。
例如，服装的种草能力强，毛利率较高，但退货率往往在40%以上；零食类退货率低，但毛利率远不及服装美妆。此外，主播倾向于带一些极低利润甚至无利润的硬通货，用于拉升销售额以及提高对品牌方议价能力，如价格远低于线下的金条、苹果手机等等。
短鱼儿数据显示，去年双十一期间，主播呗呗兔的单场预估销售额过亿，但其中主要销量来自金条、苹果手机等硬通货，其销售额占总量的一半左右。
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直播电商作为平台、直播方、品牌方、用户的四方游戏，其风口的标签下有不少人为痕迹。此前有大量媒体报道相关乱象，如直播间虚假流量、品牌方虚假商品、直播方伪造订单数骗取坑位费等等。
而类似软肋的过度曝光显然对除用户外的任何一方不利。从行业长远发展看，抖音需要硬通货商品带来的「非理性繁荣」。当此类交易数据大量向第三方平台流失时，抖音对外暴露电商业务软肋的风险也会加剧，其品牌方、直播方、直播电商用户的持续增长节奏也会受到影响。
这也是抖音利用支付打造护城河的原因——抖音支付为平台屏蔽了外部风险。
美团支付：深入阿里腹地
在支付业务上，美团挑战支付宝、微信的决心远比抖音来得强硬。
早在2016年，美团通过全资收购钱袋宝拿下支付牌照，仿照花呗的美团月付产品也于去年5月底上线。为此，美团照搬了蚂蚁花呗发展初期的办法，通过推荐标签、金额立减等方式大力推广月付。
除了屏蔽支付宝支付外，美团的强硬还提现在对线下支付场景的布局上——在新兴互联网巨头中，美团是为数不多提供付款码功能的。这表示美团盯上了微信和支付宝坐拥的线下支付蛋糕。
对TMD等新兴互联网巨头来说，支付业务的推广力度，受到自身产品与支付宝、微信在业务覆盖用户能力上强弱对比的影响。
抖音与美团分别采取在支付产品上软脱钩与硬脱钩的策略，本质上是两种基础环境的产物，背后是橘生淮南则为橘，橘生淮北则为枳。抖音的基本盘是内容，缺少足够的交易场景支撑支付工具，而美团恰好相反。
截至目前，美团坐拥外卖、共享单车、酒旅预订、到店消费、院线预订、社区团购等多个交易场景。
多个刚需业务在同一平台的集中，使用户在美团支付的频次倍增。因此，美团有底气挑战支付宝的头部地位。
确切地说，在防御以外塑造进攻对手能力的美团支付，是抖音支付拥有足够交易场景后的进阶版。
只是，美团面临着与抖音支付一样的困境——线下市场份额已经被微信和支付宝占领，美团想要打造市场份额上能挑战两大巨头的支付产品，就必须找回千团大战时的地推能力，将支付产品推进到线下市场去，凭借线下的庞大交易量提升份额。
但这意味着庞大的人力成本和运营成本。支付宝在推广支付二维码时，采取了地毯式轰炸的全民派发红包模式。用户志泽对「新熵」表示，支付宝曾在他所在学校的食堂推广二维码支付。每次低峰期打饭时，入驻学校食堂的商家总要对他宣传：「扫码付款吧！你也有红包，我也有红包。」
用户也很难接受第三类支付工具的出现，尤其对于不擅长移动互联网的中老年用户而言。因此，尽管美团APP推出了付款码等功能，但其支付尚停留在小范围的美团业务结算当中，缺乏微信和支付宝的扩张能力。
总结
事实上，阿里和腾讯共筑的支付工具格局很难由外力打破，新兴巨头能做的，是将所属领土圈占起来，构成一个独立王国。
纵观移动互联网时代崛起的企业，滴滴、快手、拼多多、B站均作出了绕行选择。尽管在上述企业中，或多或少都有腾讯或阿里的投资痕迹，但并不能改变新兴玩家打造独立王国的决心。前者是新玩家对BAT掌握时代的妥协，后者是新玩家主导下一个时代的心愿。
牛牛敲黑板：
Niuniu knocked on the blackboard:
Douyin built a moat and Meituan went deep into BABA's hinterland.
但事实上，阿里和腾讯共筑的支付工具格局很难由外力打破，新兴巨头能做的，是将所属领土圈占起来，构成一个独立王国。
But in fact, the payment tool pattern built by BABA and Tencent is very difficult to be broken by external forces. what the emerging giants can do is to occupy their territory and form an independent kingdom.
2016年的TMD乌镇闭门会上，张一鸣与王兴有过一番「商业互吹」。王兴评价张一鸣「学习能力超强，专注、理性」，张一鸣评价王兴「好奇心强，对各种奇怪的事情感兴趣」。
Zhang Yiming and Wang Xing had a "commercial exchange" at the closed-door meeting of TMDWu Town in 2016. Wang Xing commented that Zhang Yiming was "super capable, focused and rational", while Zhang Yiming commented that Wang Xing was "curious and interested in all kinds of strange things."
Outside comments are more straightforward.
作为并列TMD的新生代互联网巨头，尽管字节跳动与美团都给外界留下无边界扩张的印象，但其掌门人王兴和张一鸣分别被外界冠以好斗和低调的标签。
As a new generation of Internet giants juxtaposing TMD, although byte beat and Meituan leave the impression of borderless expansion to the outside world, their leaders Wang Xing and Zhang Yiming are labeled as aggressive and low-key respectively.
两个巨头在支付扩张姿态上的差异，似乎能体现上述特征。同样作为支付业务，抖音支付隐藏在「更多支付方式」下方，而美团支付的地位显然高出不少——置顶、带有「推荐」标签、绑定银行卡立减。相比之下，微信支付反而被挤到角落里去。
The differences in the posture of payment expansion between the two giants seem to reflect these characteristics. Also as a payment business, Douyin pay is hidden under "more payment methods", while Meituan's status is obviously much higher-setting the top, with a "recommendation" tag, binding a bank card. By contrast, WeChat Pay was squeezed into the corner instead.
在美团的股东结构中，腾讯作为第一大股东持股比例超过20%，这使美团有底气将阿里系的痕迹踢出自家领地。美团屏蔽支付宝支付方式后，社交媒体遍布用户使用不便的吐槽。王兴为此在饭否发文反驳：淘宝不也没有微信支付？
In Meituan's shareholder structure, Tencent holds more than 20% of the shares as the largest shareholder, which gives Meituan the strength to kick the traces of the Ali system out of his territory. After Meituan blocked the payment method of Alipay, social media was full of complaints about inconvenience. Wang Xing did not send an article in the meal to refute: Taobao does not have WeChat Pay?
抖音支付的扩张历程则要低调许多。抖音支付在APP内正式上线后，抖音立即表态：
The expansion process of Douyin pay is much more low-key. After Douyin pay was officially launched in APP, Douyin immediately announced its position:
Douyin is only a supplement to some of the main payment methods at present. "
在巨头把持的移动支付赛道面前，抖音和美团分别展现了新兴玩家的两种吃相，美团把手伸进赛道里抢肉，抖音则挖起了护城河。
In front of the giant-controlled mobile payment track, Douyin and Meituan respectively showed two kinds of eating styles of emerging players. Meituan put his hand into the track to grab meat, while Douyin dug a moat.
春晚红包，支付出道？
Red envelopes for Spring Festival Gala, pay for debut?
据晚点LatePost报道，抖音将接替拼多多成为2021年春晚独家红包互动伙伴。为此，字节跳动新增57个春节专项招聘岗位。
Douyin will replace Pinduoduo as the exclusive red packet interactive partner of the 2021 Spring Festival Gala, LatePost reported later. To this end, byte jump added 57 Spring Festival special recruitment posts.
从用户基数看，抖音的DAU早已升至6亿以上，春晚能够提供给抖音的用户增长红利已经相当有限。从字节跳动的增长方向看，秀场直播、视频广告等业务增速趋于稳定，游戏、教育、电商等新业务将是这一时期的增长主力军。
From the user base, Douyin's DAU has already risen to more than 600m, and the growth dividend that the Spring Festival Gala can provide to Douyin users is already quite limited. From the growth direction of byte jump, the growth rate of business such as live show and video advertising tends to be stable, and new businesses such as games, education and e-commerce will be the main growth force in this period.
结合近日抖音支付上线的消息，此次春晚活动中，抖音很有可能将抖音支付推至宣传C位。
Combined with the recent news of the launch of Douyin pay, Douyin is likely to push Douyin pay to the promotion C position in the Spring Festival Gala.
抖音对支付业务早有布局，自抖音钱包上线以来，诸多活动都在鼓励用户使用银行卡支付，替代微信支付和支付宝支付。
Douyin has long laid out the payment business, and since Douyin Wallet was launched, many activities have been encouraging users to use bank cards to pay instead of WeChat Pay and Alipay.
在2020年发财中国年活动中，抖音照搬了微信支付打法，即将红包打入用户账户，用户可通过绑定银行卡的方式提现。在此之前，抖音红包支持支付宝提现，但银行卡提现有额外优惠。
In the 2020 China year of Wealth campaign, Douyin copied WeChat Pay's style by putting red packets into users' accounts, where users can withdraw cash by binding bank cards. Prior to this, Douyin red packets support Alipay to withdraw cash, but bank cards offer additional discounts.
然而，抖音钱包的声量始终不大。尽管抖音多次展开红包活动，但在搜索引擎中，「如何解绑抖音绑定的银行卡」仍是一个热门话题。
However, the volume of the Douyin wallet is always low. Although Douyin has carried out red packet activities many times, "how to unbind the bank card bound by Douyin" is still a hot topic in search engines.
而此次春晚红包活动中，抖音需解决两个问题，即如何引导抖音支付长期稳定的用户留存，以及如何将春晚红包与直播电商挂钩，以削弱支付宝和微信支付的权重。
In the red packet activity of the Spring Festival Gala, Douyin needs to solve two problems, namely, how to guide Douyin to pay for long-term and stable users, and how to link the red packet of the Spring Festival Gala to live e-commerce, so as to weaken the weight of Douyin and Alipay.
在2020年的春晚红包活动中，快手曾采取「看视频+点赞」策略引导用户体验短视频生态，被事实证明留存效果不佳。在此基础上，抖音必须拿出新的战术。至于效果能否与微信的「偷袭珍珠港」那届相比，则有待观察。
In the red envelope activity of the Spring Festival Gala in 2020, Kuaishou Technology adopted the strategy of "watching videos and giving likes" to guide users to experience the ecology of short videos, which has been proved to be ineffective. On this basis, Douyin must come up with new tactics. Whether the effect can be compared with that of Wechat's attack on Pearl Harbor remains to be seen.
抖音支付：拱卫护城河
Douyin payment: Gongwei moat
Why should Douyin make its own payment?
中国支付网创始人刘刚对「新熵」表示，由于线下支付场景被支付宝、微信占领，抖音支付很难在市场份额上冲击两大巨头，其目的更多在于拱卫支付数据护城河，以防止数据流向竞争对手。
Liu Gang, founder of China Alipay, told New Entropy that because offline payment scenes are dominated by Alipay and Wechat, it is difficult for Douyin to beat the two giants in market share, and its purpose is more to defend the payment data moat. To prevent data from flowing to competitors.
抖音有三大支付场景。直播打赏场景下，货币为抖币，用户付费流向抖音；购买抖加场景下，货币为抖加币，用户付费流向抖音；电商直播场景下，货币为现金交易，用户付费流向第三方商家。
Douyin has three major payment scenarios. In LVB reward scenario, the currency is Doudcoin, and user payment flows to Douyin; in purchase Doujia scenario, the currency is Douglas currency, and user payment flows to Douyin; in e-commerce LVB scenario, the currency is cash transaction, and user payment goes to third-party merchants.
而抖音支付目前仅在电商直播场景下可用，在秀场直播以及抖加购买界面，仍维持原有的「支付宝支付、微信支付、银行卡支付」界面。这也是抖音支付始终低调的原因——抖音的真正目的不是打造一个支付霸主收割手续费，而是掩护自家的交易数据。
While Douyin is currently only available in e-commerce live scenes, in the live show and the plus purchase interface, it still maintains the original "payment, WeChat Pay, bank card payment" interface. This is why Douyin has always kept a low profile.The real purpose of Douyin is not to create a payment overlord harvesting fees, but to cover their own transaction data.
在抖币、抖加币的掩护下，抖音有能力限制第三方支付渠道获取用户数据。当交易对象变成用户与第三方商家后，抖音的「打马赛克」能力被削弱了。
Under the cover of shaking coin and Canadian currency, Douyin has the ability to restrict access to user data through third-party payment channels. When the trading object becomes users and third-party merchants, Douyin's "mosaic" ability is weakened.
这部分抖音想「打上马赛克」的交易数据，包括抖音向支付渠道提交的商品交易订单，撤销订单、退款订单。其中相当一部分，是抖音的软肋所在。一位直播电商从业者对「新熵」表示，不同品类的商品在抖音的销售情况有差异。
This part of Douyin wants to "mosaic" the transaction data, including the commodity trading orders submitted by Douyin to the payment channels, cancellation orders and refund orders. A considerable part of it is the weakness of Douyin. A live e-commerce practitioner said to "New Entropy"There are differences in the sales of different categories of goods on Douyin.。
例如，服装的种草能力强，毛利率较高，但退货率往往在40%以上；零食类退货率低，但毛利率远不及服装美妆。此外，主播倾向于带一些极低利润甚至无利润的硬通货，用于拉升销售额以及提高对品牌方议价能力，如价格远低于线下的金条、苹果手机等等。
For example, the recommendation ability of clothing is strong, the gross profit margin is high, but the return rate is often more than 40%; the return rate of snacks is low, but the gross profit margin is far lower than that of clothing and makeup. In addition, anchors tend to bring some hard currencies with very low or no profits, which are used to boost sales and improve bargaining power with brands, such as gold bars that are much lower than offline gold bars, Apple Inc mobile phones, and so on.
短鱼儿数据显示，去年双十一期间，主播呗呗兔的单场预估销售额过亿，但其中主要销量来自金条、苹果手机等硬通货，其销售额占总量的一半左右。
According to short Yuer data, during the Singles' Day last year, the estimated sales of the anchorman Bai Rabbit exceeded 100 million, but the main sales came from hard currencies such as gold bars and Apple Inc mobile phones, which accounted for about half of the total sales.
直播电商作为平台、直播方、品牌方、用户的四方游戏，其风口的标签下有不少人为痕迹。此前有大量媒体报道相关乱象，如直播间虚假流量、品牌方虚假商品、直播方伪造订单数骗取坑位费等等。
Live e-commerce as a platform, live party, brand side, users of the four-party game, its tuyere label there are a lot of artificial traces. Prior to this, a large number of media reported related chaos, such as false traffic in the studio, false goods on the brand side, false orders on the direct side, and so on.
而类似软肋的过度曝光显然对除用户外的任何一方不利。从行业长远发展看，抖音需要硬通货商品带来的「非理性繁荣」。当此类交易数据大量向第三方平台流失时，抖音对外暴露电商业务软肋的风险也会加剧，其品牌方、直播方、直播电商用户的持续增长节奏也会受到影响。
And the over-exposure of similar weakness is obviously disadvantageous to any party except the user. From the perspective of the long-term development of the industry, Douyin needs "irrational prosperity" brought about by hard currency commodities. When a large amount of such transaction data is lost to third-party platforms, the risk of Douyin exposing the weaknesses of its e-commerce business will also increase, and the pace of continuous growth of its brands, live broadcasters and live e-commerce users will also be affected.
这也是抖音利用支付打造护城河的原因——抖音支付为平台屏蔽了外部风险。
That's why Douyin uses payments to build a moat-Douyin pays shields the platform from external risks.
美团支付：深入阿里腹地
Meituan pay: deep into the hinterland of BABA
在支付业务上，美团挑战支付宝、微信的决心远比抖音来得强硬。
In the payment business, Meituan's determination to challenge Alipay and Wechat is far tougher than Douyin.
早在2016年，美团通过全资收购钱袋宝拿下支付牌照，仿照花呗的美团月付产品也于去年5月底上线。为此，美团照搬了蚂蚁花呗发展初期的办法，通过推荐标签、金额立减等方式大力推广月付。
As early as 2016, Meituan won the payment license through the wholly-owned acquisition of Moneybag Bao, and Meituan's monthly payment product, modeled after Huabai, was also launched at the end of May last year. To this end, Meituan copied the method in the early stage of the development of Ant Huabai, and vigorously promoted the monthly payment by recommending labels and reducing the amount of money.
除了屏蔽支付宝支付外，美团的强硬还提现在对线下支付场景的布局上——在新兴互联网巨头中，美团是为数不多提供付款码功能的。这表示美团盯上了微信和支付宝坐拥的线下支付蛋糕。
In addition to blocking Alipay, Meituan's toughness also mentioned the current layout of offline payment scenarios-Meituan is one of the few emerging Internet giants to provide payment code function. This means that Meituan has his eye on the offline payment cake that Wechat and Alipay sit on.
对TMD等新兴互联网巨头来说，支付业务的推广力度，受到自身产品与支付宝、微信在业务覆盖用户能力上强弱对比的影响。
For emerging Internet giants such as TMD, the promotion of payment business is affected by the comparison between their own products and Alipay and Wechat in their ability to cover users.
抖音与美团分别采取在支付产品上软脱钩与硬脱钩的策略，本质上是两种基础环境的产物，背后是橘生淮南则为橘，橘生淮北则为枳。抖音的基本盘是内容，缺少足够的交易场景支撑支付工具，而美团恰好相反。
Douyin and Meituan respectively adopted the strategies of soft decoupling and hard decoupling in payment products, which are essentially the products of two basic environments. The basic set of Douyin is content, and there are not enough transaction scenes to support payment tools, while Meituan is just the opposite.
截至目前，美团坐拥外卖、共享单车、酒旅预订、到店消费、院线预订、社区团购等多个交易场景。
Up to now, Meituan has many transaction scenes, such as takeout, shared bike, wine travel booking, store consumption, cinema booking, community group buying and so on.
多个刚需业务在同一平台的集中，使用户在美团支付的频次倍增。因此，美团有底气挑战支付宝的头部地位。
The concentration of multiple rigid demand services on the same platform doubles the frequency of users' payment in Meituan. Therefore, Meituan has the strength to challenge Alipay's head position.
确切地说，在防御以外塑造进攻对手能力的美团支付，是抖音支付拥有足够交易场景后的进阶版。
To be exact, Meituan pay, which shapes the ability of offensive opponents outside of defense, is an advanced version of Douyin pay after it has enough transaction scenarios.
只是，美团面临着与抖音支付一样的困境——线下市场份额已经被微信和支付宝占领，美团想要打造市场份额上能挑战两大巨头的支付产品，就必须找回千团大战时的地推能力，将支付产品推进到线下市场去，凭借线下的庞大交易量提升份额。
However, Meituan is facing the same dilemma as Douyin pay-- offline market share has been occupied by Wechat and Wechat. Alipay wants to create payment products that can challenge the two giants in market share. It is necessary to find the ground push ability during the Thousand Regiment War, push the payment products into the offline market, and increase their share by virtue of the huge offline transaction volume.
但这意味着庞大的人力成本和运营成本。支付宝在推广支付二维码时，采取了地毯式轰炸的全民派发红包模式。用户志泽对「新熵」表示，支付宝曾在他所在学校的食堂推广二维码支付。每次低峰期打饭时，入驻学校食堂的商家总要对他宣传：「扫码付款吧！你也有红包，我也有红包。」
But this means huge labor costs and operating costs. Alipay adopted the carpet bombing model of handing out red envelopes when promoting the payment of QR codes. User Zhize told New Entropy that Alipay had promoted QR code payment in his school's canteen. Every time he had a meal during the trough, the merchants who settled in the school canteen always publicized to him: "scan the code to pay!" You also have red packets, and I also have red envelopes. "
用户也很难接受第三类支付工具的出现，尤其对于不擅长移动互联网的中老年用户而言。因此，尽管美团APP推出了付款码等功能，但其支付尚停留在小范围的美团业务结算当中，缺乏微信和支付宝的扩张能力。
It is also difficult for users to accept the emergence of the third type of payment tools, especially for middle-aged and elderly users who are not good at mobile Internet. Therefore, although Meituan APP has introduced functions such as payment codes, its payment still stays in a small range of Meituan business settlement, lacking the expansion ability of Wechat and Alipay.
总结
事实上，阿里和腾讯共筑的支付工具格局很难由外力打破，新兴巨头能做的，是将所属领土圈占起来，构成一个独立王国。
In fact, the payment tool pattern built by BABA and Tencent is very difficult to be broken by external forces. what the emerging giants can do is to encircle and occupy their territory to form an independent kingdom.
纵观移动互联网时代崛起的企业，滴滴、快手、拼多多、B站均作出了绕行选择。尽管在上述企业中，或多或少都有腾讯或阿里的投资痕迹，但并不能改变新兴玩家打造独立王国的决心。前者是新玩家对BAT掌握时代的妥协，后者是新玩家主导下一个时代的心愿。
Throughout the rise of enterprises in the mobile Internet era, DiDi Global Inc., Kuaishou Technology, Pinduoduo and Bilibili Inc. have all made a detour. Although in the above-mentioned enterprises, there are more or less traces of investment of Tencent or BABA, it can not change the determination of emerging players to build an independent kingdom. The former is the compromise of new players to the era of BAT mastery, while the latter is the wish of new players to dominate the next era.
