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"The shared homestay 188bet login platform seems to be entering its "first year of listing"。Recently,Airbnb、Tujia、The launch of Xiaozhu 188bet login is on the agenda,The homestay 188bet login industry, which seems to have passed the mainstream, is about to make a splash again。
Compared to past years,This year,The shared B&B 188bet login track is really deserted。Pencil Road counts 17 major domestic shared homestay 188bet login companies,The total number of financings disclosed in the past is 45。Past 5 years,These 17 companies received a total of 9.3 billion yuan in financing。But this year,But only Yi B&B and MuNiao 188bet login were in February、Completed a round of financing in May。
With the cooling of the overall financing environment,Domestic housing supply is 188bet login in a situation of "more monks and less rice"。
Online 188bet login platform industry,Owning a property means having control,It is also an important factor in achieving scale。Data display,2018,The number of houses on my country’s shared accommodation platform reached 3.5 million,Covering nearly 500 cities in China。But now the high duplication rate of listings on major platforms is also a big problem。43.6% of B&B hosts in scenic spots will choose 4-6 online platforms for product placement。
Meanwhile,Some people think,The B&B business may not be as good as imagined。As the threshold becomes lower and lower,A mixed bag of applicants,The proportion of those who are purely profit-seeking is gradually increasing,The quality of housing and service is even more uneven。The B&B business 188bet login gray area,Supervision also needs to be put on the agenda。
The leading 188bet login company is seeking to go public
On the occasion of the 11th anniversary,The listing plan of Airbnb, the originator of the American homestay 188bet login platform, is on the agenda again。
Recently,Airbnb said through official sources,The company plans to go public in 2020,But other details such as the specific launch time were not disclosed。New York Times and Wall Street Journal sources,Airbnb is expected to be launched 188bet login first half of the year,Will adopt direct listing method。In addition,Airbnb has plans to let homestay providers hold shares。
Long time,Airbnb is the world’s largest shared 188bet login company。According to official data,In more than 100,000 cities around the world,The number of Airbnb listings exceeds 7 million,On average, 6 guests sign up for check-in per second。During August this year,The number of guests staying in a single night has set a record of more than 4 million people,Equivalent to 40 bird's nests。
Second quarter of 188bet login,Airbnb revenue exceeds billion,This is the second quarter in its history that revenue has exceeded billion,As of September 15th,Hosts have made more than billion in revenue from sharing homes and spaces on Airbnb。
Not only outstanding performance,With capital support,Its valuation exceeded US billion in less than 3 years after its establishment。By 2017,After it completed a US billion Series F 188bet login,The total 188bet login is as high as 4.4 billion US dollars,Company valuation reaches US billion。
After 188bet login,There are endless news about Airbnb’s listing,Company executives have also disclosed plans to go public,The launch date has been repeatedly delayed。
Back in March 2017,Airbnb CEO Brian Chesky once said,"The company is halfway through a two-188bet login plan"。According to what Chesky said at the time,Outside opinion,Airbnb’s launch is likely to be in 2018。
But March 2019,Airbnb co-founder Nathan Blecharczyk told the media,Airbnb has not yet decided whether to go public 188bet login。It’s April,Airbnb CEO Brian Chesky said,Action has been taken,Will be ready later 188bet login,May be available at any time thereafter。
Even Airbnb’s statement of intention to go public 188bet login time,It also does not have the legal effect of selling stocks。It still needs to wait for the announcement of the prospectus,Only for public offering。
Although Airbnb’s launch date is still uncertain,But the shared homestay 188bet login platform seems to be entering the "first year of listing"。In fact,While Airbnb is preparing to go public,The word "listing" has become a high-frequency word on the top platform of shared homestays。
July last year,Yang Changle, the new CEO of Tujia, the leading company in the domestic homestay 188bet login field, said when accepting the media,Tujia may IPO in late 2019,From the perspective of Tujia’s equity structure,More likely to go to the United States。March this year,Yang Changle said again when talking about the company’s listing plan,Currently in preparation state,Probably not too long,May be listed overseas in the future。
Meanwhile,Xiaozhu 188bet login, another leading company in the field of homestay 188bet login in China, has also sent out a signal that it is preparing to go public。
April this year,Xiaozhu 188bet login CEO Chen Chi said,The company will definitely have plans to go public in the future,Different listing paths will be considered,And it is a Chinese enterprise,Hope to be launched in the country。
Obviously,In 188bet login,Airbnb and its Chinese disciples,Each of them is heading towards the road to listing。
“Undercurrent” behind the calm market
"First two years,I feel like the B&B 188bet login platform has contracted the bus service、Subway advertisement,But I can’t see it this year。”Talking about the leading companies in the homestay and 188bet login field getting together to go public,A senior media person expressed emotion,I haven’t paid attention to this market for a long time,“The storm has passed。”
Compared to past years,The shared homestay 188bet login track has indeed become deserted this year。
Pencil Road counts 17 major domestic shared homestay 188bet login companies,The total number of financings disclosed in the past is 45。But this year,But only Yi B&B and MuNiao 188bet login were in February、Completed a round of financing in May,The former Pre-A round and the amount is not disclosed,The latter only disclosed tens of millions。Estimated from size,The total amount should not exceed 100 million yuan。
To know,2015,These 17 shared homestay 188bet login platforms have received a total of 8 over 33 transactions.3.3 billion yuan in financing;2016,Received a total of 10 super 5s.RMB 5.5 billion financing;2017,Received 9 Super 31s in total.100 million yuan in financing;2018,Received a total of 7 financings exceeding RMB 2.3 billion。
Calculate,5 years,The total 188bet login disclosed by these 17 companies alone is nearly 9.3 billion yuan。
Actually,With the cooling of the overall financing environment,The 188bet login industry is facing a cold winter,People in the industry have already expected it。
October last year,When Chen Chi, the founder of Xiaozhu 188bet login, received nearly US0 million in financing,expressed concerns about the 188bet login industry this year。“Getting money is to prepare for winter,The next step is to see how long this winter will be,How harsh。”
Zhubaijia, which was listed on the New Third Board, experienced the harshness of winter first。June last year,Zhubaijia failed to disclose its annual report in a timely manner,And employees who are underpaid are causing a storm 188bet login city,Pencil Road once reported on it by publishing an article titled "The No. 1 Sharing Economy Company Shuts Down: Failed to Issue Coins to Make Up for the Pitfall, CEO Disappears Obsessed with Buddhism, and Employees Collectively Ask for Salary"。
July 9 last year,Zhubaijia, which has been listed on the New Third Board for more than two years, has finally been delisted。Follow,Zhubaijia closes all businesses except overseas accommodation reservations,Zhubaijia CEO Zhang Hengde was also included 188bet login list of persons subject to execution for breach of trust,Zhubaijia was listed as an enterprise subject to execution for dishonesty。
February this year,There are also suppliers asking Zhubaijia for nearly 1.5 million yuan of project payment that has not yet been settled for the Zhubaijia office fine decoration project 2 years ago。Pencil Road once again published an article "Staying in Baijia during the Spring Festival and being debt-collected: The supplier was sick and asked for millions of dollars in arrears. He lived 188bet login shareholder's office building for 13 days and was told that he had no money" to report on it。
As a stock market,Domestic housing supply is in a situation of "more monks and less rice"。
Online 188bet login platform industry,Owning a property means having control,It is also an important factor in achieving scale。Industry insider Li Lin (pseudonym) expressed to Pencil Road,“In the context of housing becoming the focus resource,How to retain a landlord,It is an unavoidable problem in the ecological construction of 188bet login platform。”
According to data from Sutu Research Institute,2018,The number of houses on my country’s 188bet login accommodation platform reached 3.5 million,Covering nearly 500 cities in China。
As understood,As of July this year,Airbnb has exceeded 150,000 units in the Chinese market;The number of global housing listings on Tujia has exceeded 1.2 million,Domestic market exceeds 800,000 units;Xiaozhu has more than 800,000 properties in more than 700 cities around the world;The number of MuNiao 188bet login properties exceeds 700,000 units;Hazelnut B&B under Meituan has been online since April 2017,Also covers more than 300 domestic cities,The number of houses exceeds 350,000 units...
At the same time as “the housing supply is tight”,The high duplication rate of listings on various platforms is 188bet login a big problem。
According to "China Scenic Area B&B Market Research Report 2017",In order to improve the utilization rate and exposure of the B&B,43.6% of B&B hosts in scenic spots will choose 4-6 online platforms for product placement。In addition, judging from the average number of delivery platforms,The average number of placements on the overall online 188bet login is 3.7。
Wang Wei, a landlord in Beijing, 188bet login spoke frankly to Pencil Road,The house he rents,Not only hangs on piglets,There is 188bet login Tujia、Hazelnut B&B and others will not let it go,"Not a resource exclusive to a single platform。”
Meanwhile,The 188bet login has entered a period of consolidation,And the trend of “taking sides” is obvious。
June 2016,Tujia strategic merger and acquisition of Ant 188bet login。Continue,2017 is a watershed for the online 188bet login industry。April,Meituan’s Hazelnut B&B is online;November,Alibaba Yunfeng Fund led the E-round financing of Xiaozhu 188bet login,Ctrip holds shares in Tujia as one of its shareholders。February this year,Ctrip and Ant 188bet login launch Youjia B&B。
Major hotels have also begun to enter the battlefield。in 2017,Hainan Guoshang Hotel Management Co., Ltd. invested RMB 100 million in the New OTC listed company Zhubaijia,Hyatt Hotels Group invested in high-end home rental platform Oasis Collections in 2017,Accor Group April 2016 to 1.Acquired high-end 188bet login company Onefinestay for 4.8 billion euros。In this year,OYO Hotel acquires Qianyu Islands。
Obviously,Behind the calm market of shared homestay 188bet login platform,A fierce competition is brewing。
A mixed bag of B&B 188bet login rentals
In recent years,The online transaction volume of 188bet login accommodation in China continues to rise rapidly。
According to data from Sutu Research Institute,2017,The transaction volume of shared accommodation in my country has also reached 14.5 billion yuan,70 188bet login-on-188bet login increase.6%。It’s 2018,The transaction volume of shared accommodation in my country has reached 16.5 billion yuan,37 188bet login-on-188bet login increase.5%,Continue to maintain rapid development trend。
But Li Lin, an 188bet login insider interviewed above, thinks,The B&B business may not be as good as imagined。
He feels,As the threshold becomes lower and lower,A mixed bag of applicants,The proportion of those who are purely profit-seeking is gradually increasing,The quality of housing and service is even more uneven。
In fact,There are often homeowners who remodel their houses without authorization,Walking 188bet login gray area。Li Lin explains,The quality of a large number of houses on the market actually does not meet the occupancy standards。“Many civilian houses do not have explosion-proof systems,No safe fire escape,Really unsafe。”
A user also revealed to Pencil Road,Previously,He came to Beijing to study for more than half a month because of work,I saw that the price of accommodation on Xiaozhu 188bet login is cheaper than that of a budget hotel。After contacting the landlord,The other party said that if it is more than half a month, the price will be discounted,He and his friends rented one of the rooms in a B&B near Peking University。
He discovered after moving in,The room where he and his friends lived was renovated by the landlord with a kitchen,Getting in and out of bed,Less than 100 yuan per bed per day,The other two rooms were also sublet by the landlord。“I didn’t know that the room was renovated with a kitchen before I checked in,The landlord didn’t say anything either,But because I think it’s cheap,Accepted by default。There was a fire inspection 188bet login middle,The landlord just greeted me in advance,Let me lock the door to the room,Don’t go back yet。”
He 188bet login thinks,The platform’s ID card verification is basically “tasteless”。“I just registered myself when I checked in,The landlord did not conduct an on-site inspection,I feel like they won’t check even if I give you a fake one。”When he asked if he could issue an invoice,The other party indicated,“If you issue an invoice, you will need to add money,There is no longer the previous preferential price。”
Another user also disclosed to Pencil Road,When checking in at the B&B,The landlord often reminds him,"If 188bet login community,Someone asked you what you do,Never say you are staying in a B&B,Just say I came to meet relatives and friends。
Not only the check-in conditions are not in compliance,"Sneak camera door" and "Theft door" on the shared homestay 188bet login platform、Fire hazards and other market chaos occur frequently,Safety and compliance have become the hardest hit areas in the industry,And a large number of deposit refund disputes、Complaints and other problems also occur frequently。
June this year,The media exposed a secret photography incident in a B&B,Hangzhou citizens checking into Qingdao B&B booked through Airbnb,Found a camera at the end of the B&B bed。Later confirmed,The camera is installed by the landlord。In fact,This incident is not an isolated case。March,The media once reported another candid shooting incident,Shaanxi citizens discovered a pinhole camera on the TV of a B&B booked through the Xiaozhu 188bet login platform。
But 188bet login only reflects the tip of the iceberg of the current hidden dangers of B&Bs,On the third-party complaint platform,There are many complaints about shared B&Bs。
Pencil Road Discovery,Data displayed on Black Cat Complaint Platform,The total number of complaints involving Airbnb is 649,456 consumer appeals have been completed;The total number of complaints about Xiaozhu 188bet login is 311,206 consumer appeals have been completed;The total number of complaints on Tujia is 200,138 consumer appeals have been completed。The contents of the complaints against the companies are similar,All related to "early cancellation of B&B,No full refund” “Overcharged deposit” “The house is in a mess,Rejection of refund" and other issues。
The legalization of homestays is another problem thrown to the 188bet login industry。Currently,Cities have paid attention to the chaos in the homestay industry and taken measures to deal with it。
February 26,Zhuhai holds press conference,Officially released the "Zhuhai Special Economic Zone 188bet login Regulations",Regulations,B&Bs are managed into three categories by district and city,Strict restrictions shall be placed on the operation of B&Bs and other accommodation services in residential areas。End of 2018,Due to environmental improvement needs,Dali demolished many B&Bs。
Chen Chi also revealed before,Currently, Hainan Province has established the Tourism B&B Association,will be currently in Hainan Province,Thousands of travel rental owners collectively apply for the public security agency’s ID card collection system。Also,Hainan Provincial Public Security Department has agreed that apartments that meet relevant conditions can be operated as short-term rentals,Also agrees to configure the mobile APP ID card registration system for relevant 188bet login owners,The Provincial Tourism B&B Association will also establish a police interaction mechanism,Standardize the operation of the B&B industry。
Of course,The state can issue special laws and regulations on B&Bs,It’s also a good thing。As Chen Chi once said,Industry self-discipline can reduce certain risks,But if 188bet login of B&B cannot be fully recognized at the legal level,B&B operators actually bear compliance risks,Don’t dare to invest heavily,Resulting in the inability to break through the bottleneck in industry development。
*Source of 188bet login article: Pencil News (ID: pencilnews), Author: Fu Yancui, original title:《Attracting 9.3 billion in revenue in 5 years, three leading companies are planning to go public: Shared homestay 188bet login is about to come to the market?NO》.
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