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Last week (April 21, 2016),China Eastern 188bet app download and Ctrip announced that Ctrip will hold 3% of China Eastern 188bet app download’ total share capital for RMB 3 billion。simultaneously,Ctrip within the next 12 months,If the holding of China Eastern 188bet app download stock reaches 5%,will receive an observer seat on the board of directors of China Eastern 188bet app download,If the holding reaches 10% and meets the agreed conditions,will obtain a director seat on the board of directors of China Eastern 188bet app download。Security analysts believe,It is very likely that Ctrip will increase its holdings of China Eastern 188bet app download shares to 5% through the secondary market in the next 12 months,This means that Ctrip will have the opportunity to participate in the actual operation and management of China Eastern 188bet app download in the future。
China Eastern 188bet app download’ move really surprised the industry,There are only 188bet app download in the industry that hold shares in OTAs,But the reverse is rare。Not to mention 6 years ago,China Eastern 188bet app download executives publicly appealed to the airline to continue working for Ctrip(s),And began to focus on direct sales to avoid continuing to work for Ctrip,After 6 years,But sold 3% of the shares to his former work partner,It is difficult for all parties in the industry to understand for a while。
Afterwards,Various media experts have conducted a series of analyzes on this,The aviation and tourism IT circle, which has been focusing on studying the development of the aviation and tourism IT industry, has discovered an interesting phenomenon: in the eyes of many analysts,Ctrip’s entry into shareholder 188bet app download and the cooperation model between such OTAs and 188bet app download will have a great impact on the PSS (Passenger Service System) and GDS (Global Distribution System) of China’s heavyweight aviation IT solutions operator China Civil Aviation Information Group (TravelSky) Market impact or even subversion。
It is mentioned in the cooperation content between China Eastern 188bet app download and Ctrip: after the successful purchase of shares,China Eastern 188bet app download and Ctrip will work on marketing and services、Low-cost 188bet app download (not limited to China United 188bet app download, a subsidiary of China Eastern 188bet app download,China United 188bet app download is a low-cost airline wholly owned by China Eastern 188bet app download)、E-commerce、Comprehensive cooperation in IT technology and other aspects,And actively explore possible equity cooperation opportunities。
The marketing and services mentioned in the above cooperation content、Low cost airline、E-commerce and 188bet app download technology are the main services provided by TravelSky to its airline customers。
First, in terms of marketing and service:
TravelSky’s PSS system has been supporting 188bet app download’ marketing management and ground services,However, due to the slow progress of TravelSky in improving PSS system functions,Customers are increasingly dissatisfied。Through more than 10 years of accumulation of experience in the Internet and local promotion business,Ctrip is fully capable of building a similar information system,If 188bet app download put more marketing and service businesses on Ctrip’s information system platform,TravelSky’s PSS may gradually move from the core of the aviation IT ecosystem to the edge。
TravelSky’s GDS system monopolizes the distribution of domestic 188bet app download in the Chinese market,It is a system that most agents must use。However,Ctrip is acquiring eLong、Qunar.com has since monopolized China’s online ticket distribution market,Most agents can now complete ticket sales on the Ctrip platform。Cooperation between Ctrip and 188bet app download,It is bound to establish a direct system connection between the two (not to mention the promotion of IATA's NDC),This means more agents will be attached to Ctrip,TravelSky’s GDS status will be further weakened。
Second, in terms of low-cost 188bet app download:
Everyone knows,The development of China's low-cost 188bet app download has entered a period of rapid development,After Spring 188bet app download,China United 188bet app download、Nine Yuan 188bet app download、Western 188bet app download and others have begun to develop。The business model of low-cost 188bet app download determines that they need to be more Internet-based、Low cost、Agile and personalized PSS system,And requires PSS and website、Mobile APP must be completely integrated into one。However,TravelSky looks at the gradual rise of China’s low-cost 188bet app download,But it has never been able to provide a PSS solution suitable for low-cost 188bet app download,Current Spring 188bet app download、Jiuyuan 188bet app download’ PSS systems are self-built。The construction and operation of this type of system is what Ctrip is good at,Under the hat of capital cooperation,The possibility of low-cost 188bet app download such as China United 188bet app download directly adopting the system solutions provided by Ctrip cannot be ruled out in the future。This will inevitably cause TravelSky to lose another piece of the PSS market。
Third, in terms of e-commerce:
E-commerce is related to the future of airline sales,is the current focus of 188bet app download。TravelSky has been providing e-commerce solutions for 188bet app download (such as the official website of China Eastern 188bet app download),However,Subject to the flexibility of TravelSky PSS system、and non-aviation products、Lack of functions in sales of additional service products,The e-commerce solution provided by TravelSky to 188bet app download cannot meet the 188bet app download’ expectations,Especially an airline like China Eastern 188bet app download that is committed to transforming into a comprehensive travel service integrator,There are higher requirements for highly integrated e-commerce solutions across the travel industry chain。Ctrip’s e-commerce solution seems to better meet the requirements of China Eastern 188bet app download (we) in terms of product content and operational capabilities。Then,Will TravelSky also lose the market for its e-commerce solutions in this regard?
Finally, in terms of 188bet app download technology:
TravelSky was once the leader in IT technology in the air travel industry,Not only in the field of ticket sales,Not bad even in hotel distribution。However,TravelSky’s system has always been built on a high-cost “host” platform,While obtaining high reliability and stability, it also sacrifices flexibility and openness。With the emergence of Internet technology and mobile technology,The problems caused by the closed nature and inflexibility of the TravelSky system have begun to become prominent,Directly impacting customers’ business innovation。In the past 10 years,Especially in recent years,Ctrip’s technical capabilities have been greatly developed,You can refer to the analysis article "Look at the Technical Strength of 188bet app download's OTAs (Ctrip)" on November 23, 2015 in the Air Travel IT Circle (WeChat public account AirTIT) 。In building Internet applications,Ctrip’s technical capabilities are already comparable to those of TravelSky。
It can be seen from the above analysis,OTAs and 188bet app download represented by Ctrip come together,It may indeed bring impact and subversion to TravelSky’s business and market,This gun is not completely unreasonable。In the Internet era,Everyone’s Internet、Everything is related,It may not be visible competitors that disrupt a company,It may be the emergence of a new business model in the industry chain,Let the affected companies directly lose value in the industry chain。
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