2Tencent continues to wield cost reduction and efficiency increase“大刀”,Free meal benefits for outsourced workers cut

来源：雷达Finance（ID:leizhuba） 作者：孟帅 编辑：深海

“降本增效”Or one of the shortcuts that Tencent currently believes can quickly improve its performance.

‍‍近日,Tencent for“降本增效”引发外界讨论,这一次,Penguin, a big business, aims to save money on the rations of outsourced employees.据媒体报道,自今年8月15日起,Some of Tencent's outsourced employees will no longer enjoy free restaurant benefits they had before.

雷达财经注意到,In addition to reducing the range of employees who can receive restaurant benefits,Tencent was rumored to have carried out three rounds of layoffs during the year.

Cancellation of free meal benefits for outsourced employees、Behind many layoffs,Tencent's performance is mediocre.业内人士分析认为,Revenue growth stagnated、A sharp drop in net profit,Or one of the reasons why Tencent has carried out layoffs many times in the past six months.

01 Tencent cancels restaurant benefits for outsourced employees

It is reported that Tencent internally issued a document recently,将于今年的8月15Cancellation of restaurant benefits for some outsourced employees,The already issued supper coupons can still be used normally,However, if you use the restaurant in the future, you will need to pay.The notice also mentioned,Tencent's free shuttle benefits for outsourced employees have not been affected for the time being.

随后,Multiple internal employees of Tencent confirmed the news,One of the internal staff revealed,The reason why the company made this reform,是出于“降本增效”The reasons of.

雷达财经注意到,此前在2017年11月,Tencent executive announces free breakfast for employees,用餐时间为早上8点至9点30分,Tencent officially、Outsourced employees can have meals with their work cards.去年10月,Tencent announced2021年10月18Free dinner,No more supper coupons will be issued in the future.

It has since been reported that,Due to some employees packing multiple dinners,Tencent to ensure fairness、Improve meal efficiency、Feed more employees with limited capacity,Restrictions on employee dinner packing,Changed from the previous rule of not making the number of packages“Only one package per person,Don't pack unless necessary”,Additional needs can be consumed at their own expense or with supper coupons.

In addition to the changes in restaurant benefits that cause concern,This time, more people in the outside world have noticed the group of outsourced employees of large factories..今年1月,The post that an outsourced employee of Tencent claimed to be discriminated against on the Internet once sparked discussions.

据网传截图显示,该员工称,During the New Year's Day, the work group sent out red envelopes and robbed them5元多,But after grabbing the red envelope,I received a private message from the team leader,The team leader said that the red envelope outsourcing employees in the group could not receive it,And let it send back the red envelopes he grabbed.最后,The employee will be red envelopes to send back,but feel insulted,Said to file for resignation after a year.

雷达财经了解到,Outsourcing is not uncommon in large factories,BOSSDirect recruitment and other recruitment software,It can be seen that a large number of large factories entrust third-party companies to recruit outsourced employees.除了腾讯外,阿里、Well-known companies such as Huawei will outsource some of the company's non-core businesses to third-party companies.

据了解,Outsourcing companies are usually divided into two types,一种是项目外包,The other is employee outsourcing,中软国际、软通动力、文思海辉、Renrui Talent, etc. are relatively well-known outsourcing companies in China,Even part of the outsourcing company is already listed.

事实上,Some people choose to enter through the form of outsourced employees“大厂”实属无奈之举.In view of their own education、Experience and other conditions are not sufficiently competitive,This part of the crowd wants to get out of the crowd、It is not easy to stand out from the interviewers with strong comprehensive ability.So they chose the path of outsourcing employees,I hope to take this opportunity to step on the springboard to enter the big factory,实现自己的“大厂梦”.

然而,When Dachang's outsourced employees move to Dachang's office building,Mentality has changed.According to an outsourced employee of a large factory,Although I live in the same office building as the regular employees of Dachang,However, every link in the work process always reminds me that I am not the same as regular employees.

外包员工和正式员工有什么区别？事实上,Many outsourced employees work in the same locations as regular employees in large factories,but outsourced staff hours、薪资、五险一金、Year-end bonus and other benefits are different from those of regular employees.

此外,Although there are precedents for outsourcing to full-time employees,However, since most of the businesses contacted are non-core businesses,Therefore, the promotion of outsourced employees in the future、Difficulties in the conversion, etc..

02 Three rounds of layoffs were reported during the year

事实上,Tencent has previously“降本增效”mentioned on the table.After the fourth quarter and full year earnings release of last year,Ma Huateng, chairman and CEO of Tencent, mentioned,“我们正在积极适应新环境,“降本增效”,聚焦重点战略领域,争取长期可持续增长.”

“降本增效”under the general direction of,Employee costs have become one of Tencent's entry points.Before this cancellation of restaurant benefits for outsourced employees,Tencent has repeatedly reported layoffs.据媒体报道,截至目前,Tencent has carried out three rounds of layoffs during the year.

今年3月 ,腾讯CSIG（云与智慧产业事业群）与PCG（平台与内容事业群）First to report layoffs,It is reported that the proportion of Tencent’s layoffs in this round is about15%.彼时,Liu Chiping, president of Tencent, responded to this,目前互联网行业正遭遇结构性的挑战和改变,腾讯也会主动进行调整.刘炽平还表示,Overall, the company's headcount will continue to grow this year,Tencent will continue to introduce core technology talents and outstanding fresh graduates.

5月,The wind blows again layoffs.According to multiple employees of Tencent's different business lines,Tencent includes Tencent Cloud、游戏业务、广告业务、Several business groups, including the content business, are laying off staff,Even the game business, which is regarded as one of Tencent's cash cows, has not been able to escape the fate of layoffs.

5月31日,A netizen who is certified as a Tencent employee posted on Maimai that,Tencent internal mail announced on the employee's promotion to adjust the compensation rules,不再单独针对职级晋升做即时的薪酬调整.

6月下旬,The news of Tencent's third round of layoffs has spread on the Internet again.据悉,Tencent’s target of this round of layoffs and optimization is mainly forIEG（互动娱乐事业群）部门.Relevant employees disclosed,Individual small departments will be abolished as a whole,A little bit better department the proportion about layoffs20%至30%之间.

财报显示,今年一季度末,Tencent's number of employees is11.62万,较上一季度11.27万有所增加.然而,Increase in the number of employees,To a certain extent, it also led to an increase in Tencent's general and administrative expenses.财报显示,General and administrative expenses of Tencent Holdings in the first quarter were267亿元,同比增长41%.

Tencent holdings said,The increase in this expense was mainly due to the increase in share-based compensation expense、Increase in R&D expenses and employee costs、Increased expenses of overseas subsidiaries、and expenses arising from the acquisition of subsidiaries.其中,The company's continued investment in key strategic areas has resulted in an increase in the number of employees,This further led to an increase in R&D expenses and employee costs.

雷达财经注意到,近段时间以来,There are more and more big factories reporting layoffs,Big factories are coming“降本增效”的路子,阿里、字节、京东、BThe employees of many large factories are panicking,Fear of being unemployed.

今年第一季度,iQIYI, the long video track, has been on the rise for many years.“烧钱”和长达10First quarterly profit with more than one year loss.At that time, there were voices in the outside world that,iQiyi's profitability is largely due to its layoffs、“砍项目”further control of costs.对于外界的质疑,爱奇艺CEO龚宇表示,爱奇艺不会做饮鸩止渴的事情,The core of the company's loss reduction is to improve efficiency.

业内人士分析认为,Or see iQIYI“降本增效”的效果明显,In the future, there may be more companies like iQiyi,by downsizing、way to control costs“尴尬”The performance of the reverse.

03 Revenue growth stagnated in the first quarter、净利润大幅下滑

雷达财经注意到,Tencent, which has laid off many employees during the year,Reduced holdings of a number of listed companies in the primary market.

据雷达财经不完全统计,Since the end of last year,Tencent has successively reduced its holdings of Heilan Home、京东、步步高、New Oriental and many other companies.近日,Tencent once again reduced its stake in Huayi Brothers,持股比例由此前的7.9%下降至5%以下,The aforementioned reductions have accumulated for Tencent to realize more than1000亿元.

截至8月8日收盘,Tencent closed299.4港元/股,Tencent's market value has shrunk by about16350亿港元.While Tencent reduced its holdings in many listed companies,But also facing the reduction of major shareholders.

今年6月,Tencent Holdings issued an announcement stating that,公司第一大股东Naspers（南非报业集团）将出售公司股份,Naspers集团预计每天出售的公司股份数目将占公司股份之每日平均成交量的一小部分.值得一提的是,This reductionNaspersThe last time it reduced its holdings in Tencent was just over a year ago.

Major shareholder's reduction in Tencent Holdings,Perhaps it stems from the fact that the transcripts handed over by Tencent Holdings in the first quarter are not beautiful.财报显示,Tencent Holdings recorded a total of1355亿元的营收,同比基本持平,环比下滑6%,This is the first quarterly revenue for tencent quarter-on-quarter decline.

利润方面,Tencent Holdings' first-quarter profit attributable to shareholders was234亿元,dropped by more than half year-on-year,降幅达51%,The drop was even more severe,达到75%.Continue to time line,Tencent's profit attributable to shareholders in the first quarter of this year is even less than2019年、2020年的水平,barely higher than2018年的233亿元.

Tencent explained this,is due to the overall increase in costs and expenses faster than revenue,以及联营公司所作净贡献由盈利转为亏损所致.业内人士分析认为,Revenue growth stagnated、A sharp drop in net profit,Or one of the reasons why Tencent has carried out layoffs many times in the past six months.

分业务来看,Tencent Holdings’ revenue from value-added services business in the first quarter was727亿元,Among them, the total revenue of mobile game value-added services decreased year-on-year3%至403亿元,The game revenue in the local market is330亿元,同比出现1%的下滑,The decrease in revenue of this segment was mainly due to the impact of the minor protection measures on the number of active and paying users.

受教育、Internet services and e-commerce industry such as advertising demand is weak and the influence of the online advertising industry regulatory changes itself,Tencent Holdings' first-quarter revenue decline in online advertising business was even more pronounced,同比下降17.5%至180亿元.

今年第一季度,Revenue from Tencent Holdings’ fintech and corporate services business was428亿元,Although the segment's revenue increased year-on-year,但同比10%growth has slowed.

与此同时,The three divisions mentioned above by Tencent Holdings,Excluding the cost of online advertising business revenue decreased year-on-year5%外,增值服务业务、Cost of revenue for both FinTech and Enterprise Services businesses increased year-on-year11%.

业内人士分析认为,After the rapid development of the Internet industry, the,Many leading Internet companies are facing traffic peaks.As the main business is affected by relevant regulations and anti-monopoly policies,Tencent, the giant ship, began to show fatigue to a certain extent,Unable to find effective revenue、Profit growth point before,“降本增效”Or one of the shortcuts that Tencent currently believes can quickly improve its performance.