CBN丨“Walled Gardens” begin to crumble as Alibaba’s apps support WeChat Pay

三分钟音频，中英文带你速览中国经济头条。

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Hi everyone. I’m Stephanie LI.

大家好，我是主持人李莹亮。

Coming up on today’s program.

重点提要

• China's assault on Big Tech's “walled gardens” has seen more results;

• The central bank will delay normal monetary policy for as far as possible.

Here’s what you need to know about China in the past 24 hours

中国经济要闻

• China's months-long regulatory campaign targeting the tech sector is starting to see effects, as Alibaba has started allowing users to purchase items on some of its apps via WeChat Pay, the payments service run by its rival Tencent.

  Users of Alibaba’s food delivery app Ele.me, video service Youku, and luxury goods app Kaola can now use WeChat Pay, with more apps awaiting approval to connect. Moreover, bargain retailer Pingduoduo and delivery giant Meituan also accept major payment channels developed by their rivals.

  For years, large Chinese internet companies have used various means to block their users from sharing links to posts and products on other companies' platforms, known as "walled gardens”, to protect their own digital ecosystems, stymie rivals' growth and prevent users from spending cash elsewhere.

  Now regulators vow to “reboot” the industry, tearing down the walls to promote connectivity among different internet platforms, a move to protect users' rights and market competition.

  In July, China’s Ministry of Industry and Information Technology (MIIT) announced a six-month campaign to regulate the internet sector, including a crackdown on internet firms' malicious practices that disrupted market order.

  MIIT stepped up a notch as it ordered tech giants to stop blocking each other's website links earlier this month, which must be unblocked within a timeline. Tencent then made the first move and began to allow users of WeChat to access external links for the first time in years.

  But it may shake Big Tech’s long-valued growth models. Industry experts said Tencent and WeChat - sitting on the largest pool of user data - will be most affected, while Alibaba and ByteDance are more willing to push it through. After all, it is a matter of redistributing traffic, the most valuable asset in the era of data.

• 随着支付反垄断不断“纵深推进”，主流平台陆续“拆墙透绿”。

  近日，继微信9月17日首次放开外链访问功能后，阿里旗下多个App已接入微信支付，包括饿了么、优酷、大麦、考拉海购、书旗等。阿里证实，淘特、闲鱼、盒马等App也已申请接入微信支付。拼多多和美团也已支持主流支付渠道，如微信、支付宝、云闪付、Apple Pay等。

  长期以来，中国互联网巨头都在各自的平台上屏蔽竞争对手的链接和服务，筑起“围墙花园”。业界普遍性的所谓阵营、站队等，核心都是基于“围墙花园”的导流能力。

  因此，拆除”围墙“已刻不容缓。为维护用户合法权益，营造开放包容、公平竞争的生态环境，夯实互联网行业长远发展基础，近几个月来，中国监管机构不断加码互联网行业的反垄断监管。

  7月26日，工信部决定开展互联网行业专项整治行动，对扰乱市场秩序、侵害用户权益、威胁数据安全、违反资源和资质管理规定等四方面问题进行治理。9月9日，工信部召开了“屏蔽网址链接问题行政指导会”，提出有关即时通信软件的合规标准，要求限期内各平台必须按标准解除屏蔽。

  针对“围墙花园”强有力、系统性的整治，是中国互联网产业竞争环境的一次重大调整，堪称是整个中国互联网的一次“重启”。然而，业内人士也指出，拆除“围墙花园”并非易事，互联网巨头难有内生动力。而坐拥最大流量优势的腾讯，更是首当其冲。

Greater Bay Area, Greater Future

新使命，大未来

• The local governments of Guangdong province and the city of Shenzhen will become the first ones in the Chinese mainland to issue offshore yuan-denominated bonds in Hong Kong and Macao next month.

  广东省财政厅和深圳市财政局分别发布公告称，拟在澳门和香港发行离岸人民币地方政府债券，两笔债券均拟在10月择机发行。

• The flag for the 15th National Games was handed to the joint hosts, Guangdong, Hong Kong and Macao, on Monday. The National Games, dubbed “Chinese mini-Olympics”, will be the first time to be co-hosted by Guangdong and two SARs in 2025.

  9月27日，第14届全国运动会闭幕式上，全运会会旗移交给第十五届全运会承办单位代表，即广东省、香港特别行政区和澳门特别行政区。第十五届全运会花落大湾区，将是粤港澳三地首次联合承办的大型综合性体育赛事。

Update on COVID-19

疫情简报

• The Chinese mainland reported 11 new local cases yesterday, 8 from Heilongjiang and 3 from Fujian. And Macao added 4 local infections.

  全国昨日新增11例本土确诊病例（黑龙江8例，均在哈尔滨市；福建3例，均在厦门市）。另外，澳门也新增4例输入关联病例。

Next on industry and company news

产经消息及公司新闻

• The Ministry of Commerce said on Tuesday that China will consider formulating a negative list for cross-border services trade in the country's free trade zones to further promote the liberalization of trade in services.

  商务部自贸区港司副司长陈洪28日表示，在实施好海南自由贸易港跨境服务贸易负面清单基础上，商务部将根据部署研究制定自贸试验区跨境服务贸易负面清单，在更大范围推动服务贸易自由化，提升我国整体开放水平。

• Boeing and Guangzhou Aircraft Maintenance Engineering (GAMECO) on Tuesday announced plans to create two new production lines in Guangzhou for the 767-300 Boeing Converted Freighter to help meet strong market demand.

  28日，波音和广州飞机维修工程有限公司（GAMECO）在珠海航展上宣布，将于明年增设两条全新767-300BCF改装生产线，扩展GAMECO的货机改装能力。

• China International Marine Containers signed a $1.08 billion takeover deal on Monday to acquire Maersk Container Industry in order to ramp up its cold storage container output.

  9月28日，中国国际海运集装箱股份有限公司发布公告称，集团与A.P.穆勒-马士基集团（APMM）签署股权购买协议，购买代价为10.838亿美元。中集集团表示，通过收购事项，将能够掌握海运冷机的核心技术，提升在冷链装备领域的核心能力。

  
  

Switching gears to the financial sector

金融市场要闻

• China's potential economic growth pace may stay at the range of 5-6 percent, according to People's Bank of China Governor Yi Gang's article published yesterday. The country is positioned to implement normal monetary policies, while maintaining an ordinary and upward-sloping yield curve. He added that China will postpone the normal monetary policy rollout as much as possible, without the need for asset purchase program at the moment.

  央行行长易纲在《金融研究》刊文称，中国的经济潜在增速仍有望维持在5%-6%的区间，有条件实施正常货币政策，收益率曲线也可保持正常的、向上倾斜的形态。中国将尽可能地延长实施正常货币政策的时间，目前不需要实施资产购买操作。

Wrapping up with a quick look at the stock market

最后来看股市收盘情况

• Chinese stocks closed lower on Wednesday with the benchmark Shanghai Composite Index down 1.83 percent, at 3536 points. The Shenzhen Component Index closed 1.64 percent lower at 14079 points. The Hang Seng Index closed 0.67 percent higher to stand at 24663 points.

  周三A股股市集体收跌，截至收盘，沪指跌1.83%，报收3536点；深成指跌1.64%，报收14079点。港股恒生指数收涨0.67%，报收24663点。

Biz Word of the Day

财经词汇划重点

• Atakeoveroccurs when one company makes a successful bid to assume control of or acquire another. Takeovers can be done by purchasing a majority stake in the target firm.

  收购是指一个公司通过产权交易取得其他公司一定程度的控制权，以实现一定经济目标的经济行为。

（欢迎大家提供意见和反馈，请联系主播李莹亮：liyl@21jingji.com）

Executive Editor: Sonia YU

Editor: LI Yanxia

Host: Stephanie LI

Writer: Stephanie LI, ZHANG Ran, TIAN Chang

Producer: XIANG Xiufang

Sound Editor: ZHANG Ran, Andy YUAN

Graphic Designer: ZHENG Wenjing, LIAO Wanni

Co-produced by 21st Century Business Herald Dept. of Overseas News & SFC Audio/Video Dept.

Presented by SFC

编委: 于晓娜

策划、编辑：李艳霞

播音：李莹亮

撰稿：李莹亮、张然、田畅

监制：向秀芳

音频制作：张然、袁思杰

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21世纪经济报道海外部 南财音视频部 联合制作

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（作者：李莹亮,实习记者张然 编辑：李艳霞）