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Big accommodation Author of this article: Cheng Tuo 2015-04-02
Alibaba has been quietly developing its presence in the hotel field since its listing,Played the hidden card in his hand - "Future Hotel" strategy。Obviously,No matter Ctrip or Alibaba,Already noticed,The war in the hotel field is no longer just about how to win more C-end consumers,We also need to think about how to better integrate B-side hotel merchants into our own ecosystem,Finally achieve a win-win effect of symbiosis and mutual prosperity between the platform and the hotel。
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Ctrip hotel booked“The key to success or failure lies in how to better serve the hotel and its guests”Strategic tone, and announced the establishment of Zhonghui.Just 5 days later,Alibaba has always been in the hotel field,Just typed188bet app

No matter Ctrip or Alibaba,Everyone has noticed that the war in the hotel field must not only be considered,How to win more C-side consumers,We also need to think about how to integrate B-side hotel merchants,Better integrated into your own ecosystem,Finally achieve a win-win effect of symbiosis and mutual prosperity between the platform and the hotel。

This hotel battle against the B side,The breaking point must start with mid- to high-end brand hotels。Also,Facing Ctrip、Alibaba has weaved a network in advance on the B-side battlefield,Recently, Qunar has also become popular in the hotel field。188bet online sports betting Thinking about how to break the situation,This is also an important point to watch next。

Alibaba Travel·Qua explains its “future hotel” strategy like this:Join hands with the hotel industry to create a future-oriented one,A new online travel service platform based on the credit system。

Committed to providing users with the ultimate experience,Alibaba Travel will share massive user resources with partners,Use innovative means to promote the deep integration of the hotel industry and the Internet。

Actually,Alibaba Travel in the hotel business sector,Has the same philosophy as Ctrip:Through the efforts of the intermediary platform,It not only makes the lives of upstream hotel merchants more comfortable,It also makes the experience of downstream consumers more enjoyable。

The first part of the “Future Hotel” strategy is to launch the “Credit Stay” service in conjunction with Sesame Credit。On the one hand, it allows consumers to experience the pleasure of “quick check-out with zero deposit and no guarantee”,On the other hand, it is to activate the frequency of use of Alipay in the hotel reservation market。

Looking at it from the perspective of Alibaba Group,E-commerce and finance are its core keys。Financial business requires high payment frequency,Dang online shopping、Use a car、Takeaway、After mobile payment scenarios such as daily life services have a relatively mature layout,Alibaba must be aware of its relative blankness in the tourism scene。

Of course,Alibaba Travel Platform is second to none in the scale of vacation travel transactions,But he must also have seen the low-frequency 188bet Online Sports Betting and Casino consumption attributes of vacation travel。Although the frequency of ticket consumption is very high,But the upstream concentration is also very high。

However, the hotel market is different,The frequency of consumption in this area is not low,There are many brands at the same time,There are countless independent hotels,The market space is large and conducive to integration。

A more radical data is,Includes all places that can provide accommodation services such as folk villages nationwide,There are about 1 million accommodation units nationwide。Obviously, this is the reason why Ali chose to enter the hotel sector.

According to industry disclosure,After changing the name from Taobao Travel,Alibaba Travel·Go and start recruiting local promoters,Contracted Hotel,And lower the commission rate to about 6%,And Ctrip、Where to go、Elong’s commission rate is usually 10%-15%。

This is the moment of Li Shaohua’s wonderful speech,But pay attention to the hotel LOGO on the back panel of the stage,Jinling、Home Inn、Kaiyuan、The LOGOs of Jinjiang and other groups are clearly listed。

Although Li Shaohua didn’t say it,But judging from the distribution and proportion of the LOGO,Alibaba Travel·Go must start with mid-to-high-end brand hotel chains。This is also consistent with Ctrip’s idea。

The reason is,The mid-to-high-end brand hotel chain operated by the group is relatively mature,The change in policy has caused the performance of some mid- to high-end hotels to decline,These hotel groups are eager to find ways to improve their performance。

Also,Mid-to-high-end brand hotel chain with service 188bet online sports betting guarantee,And is the core source of profits,These are incomparable to low-end hotels and independent hotels。

However,Although there are dozens of large-scale brand hotel chains in China,But the proportion of independent hotels is still very high,Just judging from the future development trend,Most independent hotels will be absorbed by brand hotel groups or third parties,The person who successfully brought the hotel group into his own ecosystem in the early stage,It is equivalent to an independent hotel after a few years of control。

Ali Travel·Go and have a more fashionable idea——Self-built independent hotel membership alliance.Of course,This is the next few moves,At present, the battleground for military strategists is still mid-to-high-end brand hotel chains。

Also,There is another role that must be mentioned in this battle - Qunar.com。Hotel,Especially mid- to high-end hotels,Is the core of Qunar’s future profitability。

Shiji information used by Ali to invest,And cooperate with Ali system 3.500 million active users、Sesame Credit、Alipay、Huabei、Alibaba Cloud and other advantageous resources are deployed in the hotel,Ctrip takes advantage of the investment in Chinasoft and Haotai、Huiping.com reorganized into Zhonghui。

Obviously,Investment and acquisition is the fastest way to layout。However,From Qunar’s current loss rhythm,Looking at the amount of capital reserves,If losses are not suppressed,Then the funds can last until the end of 2016,But it is difficult to have the ability to invest in acquisitions。

But if you choose internal incubation,It will take longer than 188bet app download investment acquisition,It is a big question whether the newly hatched departments can cope with companies such as Shiji that have been immersed in the industry for many years。The growth rate will slow down immediately,The growth rate will slow down immediately。Then where to go behind the scenes,Whether investors betting on its high growth rate are willing to change their thinking is also a big question。

Anyway,In this card game,Ctrip takes the lead,Ali followed up with its strong resources,Want to fight openly on the frontal battlefield。

Qunar is followed by a desperate follow-up game,It’s better to steadily deduct cards and find another way,is the most exciting thing to watch。Smart door locks are a better way to break the situation,But this card is currently played in the non-standard accommodation market,Where can the non-standard accommodation market be revitalized?

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