In late October, there were many heavy news about Huizhong in the investment circle and Internet industry between Hong Kong and the mainland:

First, Jingdong, a well-known e-commerce enterprise in Yanjing, announced that Yanjing Huizhong company will replace the former well-known private equity CVC in Hong Kong and become the fifth largest shareholder of Jingdong!

The second is online rumors. The head of private equity fund privately contacted Yanjing Huizhong company, gave a valuation of Huizhong of US $5-10 billion and planned to invest hundreds of millions of US dollars, but Huizhong refused!

The third news is that Huizhong company and American valve company announced that they would introduce the game platform steam into China and specially establish steam China for China. It is expected that steam China will meet Chinese players in February next year!

For a time, the investment circles and the Internet industry in Hong Kong and the mainland have set off a lot of waves because of these news!

The investment circle mainly focuses on the second news, that is, private equity funds give Huizhong a valuation of $5-10 billion and plan to invest hundreds of millions of dollars.

They are not surprised by this valuation. Unexpectedly, the investment of hundreds of millions of dollars will be rejected by Huizhong. Is Huizhong really not poor in money? Hundreds of millions of dollars of investment are not accepted!

Or is it that Fang Zhe, the young founder of Huizhong, is still dissatisfied with the valuation of US $5-10 billion? Is he arrogant enough to appreciate it, or is there another strong card of Huizhong that hasn't been exposed?

In the Internet industry, there are two topics of concern. One of them is also related to the Huizhong valuation circulated on the Internet. It can be imagined that this company, which has only been established for one year, has achieved a valuation of more than US $5 billion. This valuation can definitely rank in the top 20 in the current domestic Internet industry!

Previously, because Huizhong was not a listed company, its financial revenue was not disclosed to the public. Although the outside world saw Huizhong's hot global performance and knew that the company should make money, it did not expect to make so much money.

Once the valuation comes out, the profitability of Huizhong can be deduced according to the valuation and business nature of Huizhong. If Huizhong is calculated according to the current valuation of 15 times the P / E ratio of the game industry and 5 billion US dollars, the annual net profit of Huizhong is at least more than 2 billion yuan. If it is calculated according to 5 times the P / E ratio and 10 billion US dollars, The annual net profit of Huizhong is as high as more than 13 billion yuan!

Whether taking the lower limit or the upper limit is enough to make many companies in the entire Internet industry jealous and crazy. You know, even Tencent, the most profitable of the three bat companies, has a net profit of less than 3 billion in the first half of this year. In other words, Huizhong's current net profit has reached at least one-third of Tencent.

Compared with the time and volume of their establishment, many old Internet companies such as Netease and perfect are full of envy and shock to Huizhong. Well, they have been surpassed by an Internet rookie company that has only been established for one year. Who will tell me that this is not true!

Another news of concern to peers in the Internet industry is that Huizhong has become the fifth largest shareholder of JD. Originally, this is not explosive news, but it is very interesting in combination with Huizhong's frequent actions recently!

If before June this year, even if Huizhong is hot abroad, Huizhong's other businesses will not look good in China except the Zhongle platform that has dominated the page tour industry!

But since June, the company has announced that it will invest 50 million yuan to set up a wholly owned subsidiary to pay for the third party payment business, so that Alipay and Tencent, which are already the leading companies in the industry, are very vigilant. Nima sees that the name is directed at both of us. Or two tigers!

Alipay and Fu Tong Tong are alert to payment. But they do not think that what can be done in the current market structure. What's more, it can't be a big climate only by the business platform of the public entertainment business of China. Until now, when Jingdong announced that the group of Jingdong became the fifth largest shareholder of Jingdong, Alipay and Cai Fu Tong were able to see clearly.

It seems that Alipay is really a product like its name. On the one hand, like Tencent, it nurtures Alipay by relying on the game business with many payment scenarios. On the other hand, like Ali, it develops Alipay by relying on the e-commerce business of JD. This is really a combination of two strengths!

After the third news broke out, the whole country, including Tencent Netease, a company with game business, seemed to feel an earthquake!

In my opinion, Huizhong's ability is too great. It quietly completed steam, the world's largest game platform. Listening to the news, valve seems to accept the establishment of steam China alone with Huizhong, that is, many companies thought steam was the most difficult audit and policy level in China, It has been solved by Huizhong in this way!

The thousands of high-quality games on steam are bound to be greatly impacted in the field of domestic end-to-end games from stand-alone to network, which makes Tencent Netease companies, which now earn a lot from end-to-end games products such as crossing the line of fire, DNF, dream journey to the west, feel a great threat!

In contrast, Huizhong, which has not done much in the field of end games before, has not been affected by any business, but has made up for Huizhong's shortcomings in end games. Moreover, Huizhong's operation of steam is bound to further strengthen the payment business of Alipay. This is like killing two birds with one stone. If you think that Huizhong has laid out the game voice product YY in advance, That's three birds with one stone!

Whether it's old game companies such as Tencent perfect Shanda or Tencent, an Internet giant that started a social game, can't sit still. In particular, Tencent's measures in all aspects of Huizhong are simply declaring war with Tencent!

YY benchmarked Tencent's core QQ, introduced steam, aimed at several profitable end game projects under Tencent, and general payment aimed at Tencent's TenPay. How do you think Huizhong seems to want to challenge Tencent's position in the Internet industry? Do you really think I'm a vegetarian?

At the end of October, the whole Internet industry in China was not calm. Many sensitive Internet people had felt the depression before the storm. Now Huizhong's hand is so long, Tencent Alibaba Netease and other large companies will not wait to die. As for when the contradiction and war between the two sides will break out, we have to go step by step!

On October 30, the Apple iPhone, which has been popular all over the world, finally entered China!

China's mobile phone industry and mobile Internet industry are also beginning to wind up!

Many people who are ready to step into this industry have found another fucking thing. Ma Dan, Huizhong seems to have laid out the mobile Internet industry for a long time. Even the special industry standards have been released. Grandma drops Huizhong company is always one step faster for Mao?