Robin Li often says "Baidu is only thirty days away from bankruptcy"，The industry sense and crisis sense of an excellent entrepreneur，Even accurate to one hour。

After Baidu dominates the merger of Ctrip and Qunar，Their upstream supplier "Daolv" experienced a different 24 hours。

Shenzhen Road Travel has grown rapidly for three consecutive years，Having been building strength outside the spotlight。This time，As the “upstream supplier of Ctrip Qunar”，Daolv CEO Wu Weiluo received a lot of "greetings"。

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October 26, 19:09，Wu Weiluo immediately saw the news that Ctrip and Qunar announced the official merger，2015 is indeed the year of “merging” the main theme。

Ctrip and Qunar have always been the two giants in the online tourism industry，In addition to 8 common shareholders including Hillhouse Capital，They also have one thing in common - they are all downstream recipients of overseas hotel resources for Shenzhen Dao Travel。

After merger，The two’s “monopoly” on the resource field，will give it stronger bargaining power，It will have a profound impact on upstream and downstream and even the entire industry。

Before founding Dao Travel，Wu Weiluo was the senior manager of financial cooperation at Tencent Tenpay，COO Jacky has worked in the OTA (online travel) field for more than 10 years，CTO once served as project 188bet online sports betting manager of the world’s largest OTA listed company。

May 2012，Taolu, which focuses on overseas hotel business, was established in Shenzhen，It has achieved high growth for three consecutive years，The average annual transaction volume growth exceeds 700%，The annual transaction volume exceeds hundreds of millions of yuan。

When rumors about Ctrip Qunar spread across the circle of friends，Wu Weiliu was full of doubts at first，Based on many years of observation of the industry，He knew the two companies would merge，But I feel the time has not come yet。

19:30 minutes，The news has been officially released，Friends and colleagues also sent “questions” and “concerns”，Wu Weiluo did not give a reply too early。

From left: Daolu COO-Jacky、CEO and founder-Wu Weiluo Rikin、CTO-James

The turning point may begin with a meeting

Back in May 2014，Taolu once had a "turning point" meeting。

The Taoist Brigade had been established for two years at that time，Monthly sales up to 300,000-500,000，Real profits cannot even support an employee，Such data is disappointing。

At the meeting，Wu Weiluo spoke frankly to the team，At present, the company seems to have reached the terminal stage of cancer。

A series of subsequent decisions and executions，The development of the Road Brigade begins to turn a corner。

Relying on technological innovation，Daolv’s products gradually cover more than 200 countries and regions，About 200,000 hotel inventory，And continue to add 1-2 wholesalers every month。

At the same time, Daolu has completed docking with several major online OTAs in China (including Ctrip and Qunar)，Serving more than 4,000 offline travel agency online stores。

Using Tenpay to “strangle” overseas hotel resources

Normally，Funds traded through bank interface，Banks will charge a certain percentage of handling fees。

But Tenpay’s annual transaction volume from banks exceeds hundreds of billions，So he can get a very low interface price from the bank。

Then 188bet app Tenpay can provide low prices to all small merchants，This price，It is better than the merchant negotiating directly with the bank，Much lower。

In this regard, the role of Daolu is the same as that of Tenpay.

Overseas hotel wholesalers have very high requirements for order volume，They also understand the principle of giving priority to quantity。

Daolu gathers the purchasing needs of a large number of domestic merchants，Concentrate procurement from these suppliers，Available pricing and additional support。The purchasing price advantage you will obtain in the future，Return to domestic merchants，Achieving a win-win situation。

Wu Weiluo had a deep understanding of Tencent’s products when he was working at Tenpay，User experience is the first priority。Like WeChat payment，It is safe，Greatly simplifies the payment process。

In terms of experience，Daolu pulls their key data from overseas wholesaler systems，Perform secondary processing，Put the encapsulated interface，Connect with merchants。Through a large number of technical means，Give speed、User experience, etc.，all fully meet the merchant’s requirements。

Not worried, but more confident

Night of 26th，Wu Weiluo climbed into bed according to his normal schedule，But he didn’t fall asleep quickly today，But I sorted out my thoughts。

After the road trip business is on the right track，Wu Weiluo’s thinking has always been very clear。Just，Friends around me asked him too many questions today。

Q1: The merger of these two people，Daolv originally had two customers but became one big customer，The bargaining power together will be stronger？

Wu Weiluo: For industry consumers，Ctrip merges with Qunar，No more vicious price competition，More dedicated service、Technological improvements，In the long run，Favorable。

After merger，The bargaining power of the two traditional tourism resource suppliers has been greatly improved，For example，Currently, 188bet Online Sports Betting and Casino the two companies account for more than 40% of domestic air tickets，No airline can ignore such a huge merchant。Follow-up suppliers like airlines，Increased pressure。

But for Taoist travelers，We would rather see the merger of the two companies。

Daolu’s positioning has always been as a channel for overseas wholesalers to enter China，And there is a 0 markup mode in the middle。

In other words, there will be no problem of lowering prices.

Ctrip、Qunar’s interface to access Daolu，Connect to the inventory resources of dozens of overseas wholesalers that have been connected to the Daolu system，This price is exactly the same as what they negotiated directly with the wholesaler，Even lower。

Judging from the actual data we have cooperated with two companies so far，Verified this。

What’s more advantageous，After the merger of the two companies，There will be more exchanges of technology between them。

For example, Daolu previously connected with two companies，I found that their systems have their own pros and cons，There is great complementarity。

Originally it was necessary to develop personalized development for both parties、Optimization，Now as they complement each other in the future，The connection work between Daolu and them will be smoother。

Q2：Ctrip、Qunar is backed by technology giants like Baidu，What if they want to monopolize overseas hotels? It will happen in the next second？

Wu Weiluo: The tourism industry is somewhat different from the general industry。

In the tourism industry，Technology is more of a tool to improve transaction efficiency，Technology only，No control over resources，It will get harder and harder in the future。

For OTA，Traffic needs to be better combined with resources，In order to produce greater value。

For example，Qunar has always emphasized their technical strength，But why have we established such a large hotel direct signing team in China in the past two years？Because resources are very important。

Baidu will integrate Ctrip and Qunar, two industry leaders，Can supplement their insufficient resources，Believe in the subsequent online travel industry，There are more exciting things to look forward to。

Back to the hotel industry，Concentration of distribution channels，188bet app For domestic hotel groups，Not a good thing。I guess many hotel group sales departments didn’t sleep well last night。

But for overseas hotels，In fact, the impact is not very big。

Although the number of Chinese tourists traveling abroad is increasing year by year，But for many hotels in popular tourist destinations，The proportion of Chinese tourists is not very high。Their tourists are more international。

So，Even with Ctrip and Qunar, go overseas to sign hotel contracts，Cannot gain overwhelming bargaining power。

Opposite，Many local hotel wholesalers，Due to the long time they have cooperated with the hotel (many more than 10、 20 years)，Establish relationships with hotels and sales network，Not comparable to Ctrip or Qunar。

So，From this perspective，The largest domestic OTA，They hope to take advantage of the advantageous resources of this local wholesaler，Replenish your inventory quickly，Reduce purchase price。

This is a direct signing team that has thousands of people around the world，A more efficient method。

Also，Internet openness is a major trend at present，Ctrip and Qunar are also building open platforms，They welcome all resource parties to sell on their platform。

The role of Taoist Brigade in this，It is to help these overseas wholesalers better enter China，Provide them with first-class technology、Customer service support。

So, we will have greater development opportunities.

Q3: Most people will still ask in the future，What are the next steps for Nadao Brigade?？

Wu Weiluo: We don’t make long-term plans，There are too many variables in the Internet era。The road trip’s plan for the next two years is clear，To become the first choice channel for overseas hotel wholesalers to enter China，The B2B transaction volume of international hotels running on our channel can reach the first place in China。

Of course，We are going to contact Ctrip and Qunar，Because I have to "worship the pier" again。