Which Way Is the Wind Blowing? How to Balance Geopolitics and Heavy Capex Investment
Oct 08, 2026 05:15 PM
Relying on search engines as information vendors can no longer create added value for Baidu.
Image credit: Baidu
The Baidu App has launched a shopping function – which is actually an e-commerce module that Baidu integrate, having repackaged it from the e-commerce platform 'Duxiaodian' where it was launched in 2019. In the past 12 years, Baidu has repeatedly made efforts in the e-commerce sector, but products have failed due to misaligned positioning and lack of differentiated advantages.
Baidu responded that this attempt is meant to further aggregate Baidu's e-commerce resources, cultivate users' new habits of 'search + shopping,' and create a new closed-loop. In terms of smart hardware, Baidu currently has two sales channels, e-commerce platforms and its own websites. However, its products' promotion has always been limited, so Baidu may plan to regain users through e-commerce channels.
On the other hand, Baidu's driverless taxi service has officially opened for testing in Beijing. And the most important infrastructure behind this is mobile payment. Powering the e-commerce business may lead users to Baidu's mobile payment product Du Xiaoman where it may take the fight to Alibaba and Tencent.
Which Way Is the Wind Blowing? How to Balance Geopolitics and Heavy Capex Investment
Oct 08, 2026 05:15 PM