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Industrial Investment Author of this article: Wang Xinyu 2016-01-08
The merger of Didi and Kuaidi、Dianping and Meituan merged、58 merged with Ganji、Ctrip and Qunar merged,The BATs have resolved the encirclement and suppression of their future,Even gained future opportunities in the O2O market,The pattern of the three kingdoms emerging,But who will win is a new question mark。
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In the midst of self-denial,O2O arena in 2015,Seems to be booming but declining。

Just like countless small sects in martial arts movies,Everyone has the dream of unifying the martial arts world,But in the end, he was no match for the catastrophe of martial arts,Ideal plumpness,The reality is extremely skinny。Similar to "Scan QR Code Street"、“CEO’s 5000-word reflection essay”、After "A Fortune Teller Appears on Entrepreneurship Street" and other weird news,O2O has entered the "capital winter"。

After a sudden change,It’s like the ending in a martial arts novel,What remains after the catastrophe is always similar to "Shaolin"、"Wu-Tang"、"Qingcheng"、"Emei" and other famous sects,The reason is obvious,Gen Zheng Miao Hong,There is accumulation and inheritance...

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So,After this large-scale capital winter,China’s O2O market has also undergone dramatic chemical changes,There is a big hand of capital behind it,The opponent who was still lashing out at the opponent,Suddenly merged,Whether it was Yao Jinbo who smashed the bottle,Zhang Tao still sheds tears of sadness,Stay or leave,It is a helpless but necessary choice。

The merger of Didi and Kuaidi、Dianping and Meituan merged、58 merged with Ganji、Ctrip and Qunar merged,Following,Baidu acquired Baixing.com、New Didi aims its gun at UBER,Didi is Alibaba and Tencent,UBER has the shadow of Baidu behind it in China,Baidu is also behind the merger of Ctrip and Qunar,After Tencent settled in New American University,After Ali left home, he immediately spent a lot of money on Ele.me...

Baidu invests 20 billion yuan to build O2O ecosystem,Alibaba shows no mercy in acquiring O2O,Tencent wants to marry into Xinmei 188bet sports betting app download University,Intention to copy the threat momentum to Alibaba after the e-commerce investment in JD.com,Especially the O2O platform that has entered the unicorn field,They will all become popular among BAT,O2O at the end of 2015,Let everyone see the power of capital: the founder’s years of hard work,All become shortcuts to BAT layout,To have money is to be willful。

On the other hand: in a strong market,“Subsidies” among Internet companies that have oligopolistic advantages in a certain industry、"地通"、"The Great War",Not only caught in the paradox of the business model,Highly overlapping businesses,A complete waste of resources,After being acquired,Of course there will be more time for business,Transitioning to the right path: "Building the fourth pole after BAT" after the merger of Meituan,Obviously already under Tencent’s “Great Guangzheng” halo,The opportunity to recreate the glory of BAT may also be subject to certain constraints。

The BATs have resolved the encirclement and suppression of their future,Even gained future opportunities in the O2O market,The pattern of the three kingdoms emerging,But who will win is a new question mark。

The old revolution encounters new problems, where will O2O turn

Lashou.com,If it is not mentioned today,I’m afraid many friends have forgotten,This "group buying website" was acquired by Nanjing Sanpower Group,Once also the benchmark of the "unicorn" group,In its glory,Meituan also needs to stay away,And now,Home page of LaShou Nanjing Station,Recommended food location,Two rows and four recommendation slots are empty,Sales are in double digits,The food sales at Beijing Station are mostly in the low three digits,It is rare to have more than a thousand orders。

This former rival of Meituan,Today’s results are disappointing,In the final analysis,It’s still time to transform,Not following,No new changes in business model,Let opponents surpass each other。

Although the current O2O platforms,Very popular,We can also find some hidden dangers,actually,From the perspective of the industry in which we operate,Xinmei University、Word of mouth、Are you hungry、Glutinous rice, etc.,Everything is still focused on food、Low-price, multi-frequency consumption areas such as movies,Use the price as an advantage to attract users to use the platform。

Judging from the results,Long-term advertising、DiTui etc.,Brand awareness formed,over a period of time,Plus subsidy policy,Users’ viscosity and loyalty to the platform are not high,BATs are fighting 188bet sports betting app download over each other,It seems that the direction has been pulled back to the primitive society: spending more money on these businesses that are not profitable in the first place,Seems a little unwilling。

BATs,They are all platforms,And each business model,They all established their own barriers in a certain field in the PC era,Baidu is search、Alibaba is good at e-commerce、Tencent is at home in the social and entertainment industries。

But the problems faced by O2O are like spears and shields:

The current O2O is only limited to food delivery、In-depth car operation and maintenance,Proof of fact,The expansion of a single market is also scalable,Commercial value。

O2O reforms in other industries failed in the cold winter,But it does not mean that the future is impossible,Because the market and demand exist objectively,But this is not covered by the current O2O platform。For the O2O future that BAT wants to build,Obviously there is a contradiction: there is a market,But there is no matching service, but it is best to have a first-mover advantage,Just get involved in the industry first,In the process of entering into its own standardized closed loop and business model。

With the deep popularity of the Internet,Traditional industries are also urgent to transform themselves,So O2O similar to E-bag washing based on the self-reform of traditional industries can succeed,The recent merger between Saiwei and Landaojia has ignited another round of competition for laundry O2O supremacy,also proves this,Traditional industries also have great opportunities in O2O!

So,Overall,The future O2O war,Not limited to so-called gourmet food、Special car、Competition in tourism and other industries,Other industries clearly have opportunities,But the current O2O platform has its own limitations,Traditional industries are also ready to move,When Internet platforms compete with each other,Wolves feeding in a circle,The arrival of the turning point will not be delayed,Even more so because of the bloodthirsty nature of capital,Speed ​​up the time of this competition,The future O2O platform war must be industry-wide。

Three Kingdoms: A good card depends on your card skills

Inside the Romance of the Three Kingdoms,Shu first occupies Dayi,Five Tiger Generals and Zhuge Kongming,The Wei State has the heroic Cao Cao and countless fierce generals,Occupy the Central Plains,Wu Guoze has the largest territory。

Wu Guo:

In the O2O battle,New American University from this perspective,Seems a bit like Wu Guo: from the group buying era,The current O2O platform,Although the outside world has repeatedly questioned and dissatisfied with the subsidy business model,But the fait accompli is at the current stage,New Meida’s market share is its biggest advantage。But judging from Tencent’s genes,In the field of e-commerce,Fighting after repeated defeats,The deep integration with JD.com has not won the final victory in the e-commerce field: after all, JD.com has not yet made a profit。

The recent popularity of public accounts is more focused on everyone’s transformation and application of new media,O2O-based applications,There is industry overlap with other platforms、The embarrassing situation of similar services,Integrating Xinmei and WeChat seems to be the icing on the cake,cannot add any weight to the future development space of Xinmei University,After all, for an Internet company with a valuation of over 20 billion US dollars,Relying on food delivery and other industries,What kind of story do you want,In order to increase its storytelling potential in the capital world?For the social software WeChat,It really shouldn’t be too heavy,And the Xinmeida platform has indeed not yet carried out its layout for the entire industry。

Wei State:

Alibaba’s e-commerce layout is of great help to the O2O platform,Alibaba intends to deploy Taobao in rural areas across the country,It is a typical O2O implementation case,On capital,Ali is not short of money either,After the short honeymoon with Xinmei University,Soon to acquire the Ele.me platform,Obviously a replica of "It's not easy to love you",But if you put your money on Ele.me and New Word of Mouth,The head-on collision with New American University is inevitable,But it seems a little impulsive,But there is also a strategic layout: abandon the car to keep the commander,Use Ele.me and New Word of Mouth,Drag Xinmei University into the quagmire of melee,The in-depth layout is based on several hidden flags of localization: Alipay offline payment、Cainiao Logistics + Warehousing、Rural Taobao、Internet Finance,It can be seen that Alibaba does not seem to have the intention to entangle too much in the existing O2O market competition environment,Place the pattern a little further。

Shu:

Baidu is not the first to enter O2O,But determination is the 188bet sports betting app download greatest,Whether it’s voice search、Baidu direct number is still a local direct product launched in 2015。Different investment methods from Tencent and Alibaba’s O2O layout,Xinmei Dahe Ele.me and word-of-mouth,Not reflected too much in investors’ platforms,At most, what you can get is the implantation of the second and third level entrances of the corresponding terminal,Baidu’s gameplay is to integrate mobile Baidu and Baidu Maps within the group system。

The local express train seamlessly integrates "Baidu Promotion" and "Baidu Nuomi",The biggest change and significance of this mode is,The perfect combination of the advantages of Baidu’s two existing business systems,Provide local merchants with complete closed-loop services from promotion to transactions。

Mobile Baidu uses push notifications to display local through train merchants,Brand exposure,Effective traffic drainage;Baidu Map can display overall service information of merchants by geographical location,Meet the service needs of surrounding users;Nuomi provides information display and payment closed-loop services for merchants,And Nuomi’s own traffic will also bring trading opportunities to merchants。

Different from other platforms,The local express train is for electrical appliance repair、Computer maintenance、Car Service、Lock repair and unlocking、Pipeline clearing、Moving、Housekeeping、Flowers、Gift、Talent training and other low frequency,But they are all covered by local life-oriented industries,This is an area where other platforms have not yet developed advantages。

But relying too much on traffic,Based on localization,What the actual merchant needs,Not just traffic,The fundamental demand of traffic is to solve the consultation rate、Store arrival rate and conversion rate,Baidu is best at attracting traffic,To make customers form the habit of buying traffic,For daily consumption merchants,Behind standardized products, there should also be a set of standardized O2O profit methods,Producing effects can help build barriers。

The general trend of the world,If we unite for a long time, we must divide,A long separation will lead to a union,2015,BAT uses capital based on O2O,Completed the first round of layout,The O2O market will not be calm in the future,After falling in love, the O2O market will continue to heat up,The so-called capital winter is just a shuffle of the cards。

For O2O platform,Every small industry may have hundreds of billions of market opportunities,Be able to make long-term plans in other industries,Having a certain first-mover advantage is more important,Obviously the O2O industry dispute will spread。

For the current fierce battle,Know the warmth and warmth of each platform,Time will be the best touchstone,We have to look back three to five years,The advantages or talents of the industry layout are initially reflected,The advantages or talents of the industry layout are initially reflected。

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