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Author of this article: Zuoyu Capital 2016-11-30
The "Internet + Tourism" special salon jointly sponsored by Zuoyu Capital and "Pintu Business Review" was successfully held in Beijing。Han Ze, Executive Director of Zuoyu Capital、Zhang Qing, deputy director of investment at Chunxiao Capital, and Meng Lei, founder of Huangbaoche, a star company in the tourism field、Jia Jianqiang, the founder of 6people.com, participated in this salon,Jointly discussed the rapid development of the Internet,The development direction of the tourism industry。
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Recently,The "Internet + Tourism" special salon jointly sponsored by Zuoyu Capital and "Pintu Business Review" was successfully held in Beijing。Han Ze, Executive Director of Zuoyu Capital、Zhang Qing, deputy director of investment at Chunxiao Capital, and Meng Lei, founder of Huangbaoche, a star company in the tourism field、Jia Jianqiang, the founder of 6people.com, participated in this salon,Jointly discussed the rapid development of the Internet,The development direction of the tourism industry。

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Zuoyu Capital: Tourism is the relocation of lifestyle

Han Ze, executive director of Zuoyu Capital, thinks,Travel is the relocation of lifestyle。People used to think of tourism as sightseeing + transportation,And now,Relocation of lifestyle + mass transportation,is the current accurate expression of the form of tourism products。

Today’s travel is not just about sightseeing,It is more about enjoying the in-depth experience brought by the diverse services of the destination。Whether it is a leisure vacation,Still shopping、Gourmet,Even participate in events (such as country marathon、Cycling event、Music festivals, etc.) all belong to the lifestyle category。When local life moves to a different place,A new form of tourism is formed。So tourism in Zuo Yu’s eyes not only includes the traditional six elements of “food、Live、row、游、Purchase、Entertainment”,Also includes: "business、raise、Study、Idle、情、odd" and many other contents,It is a visual representation of the remote lifestyle。

Under the overall trend of consumption upgrading,The emergence of these new tourism products is the expansion of tourism consumption。Except travel products,In terms of channels and marketing,The tourism industry is also changing。

In the view of Zuoyu Capital, there are three major trends in the tourism industry:

First,Products and services are constantly being upgraded and changed,The diversification of lifestyles has resulted in the diversification of product demands。From group tour to independent travel,To improve the categories of various products,With the continuous upgrading of consumption,188bet app Mid-to-high-end products、Increase in the proportion of long-tail products。The reason why these new forms and characteristics appear,It is due to the existence of the general trend of consumption upgrading。

Second,Information level improvement。One is that the inventory informatization level of upstream products will gradually increase,Also in the sales channel、The level of informatization in the product supply chain has also been further improved。

Third,The industrial chain is gradually flattening。With the improvement of the efficiency of the industrial chain,Some intermediate links have been replaced。At the same time, innovative resource integration methods and opportunities are also emerging with the flattening of the industrial chain。At the same time, we must see that the result of flattening is that the industry concentration is getting higher and higher。

What are the investment opportunities in the tourism industry in the future?Han Ze thinks,First of all, there are still great opportunities for products and services。In the process of looking at the project,I found that the subcategories of tourism projects are gradually enriching,This is entertainment、The same phenomenon occurs in the education field。With product segmentation and verticalization,Under the circumstances that the overall quality of service consumption and supply is uneven,Doing service、There are still great opportunities to make products。 

Second,It’s the channel。With the popularity of mobile Internet,We noticed the opportunity of offline traffic to online conversion,Online traffic is becoming increasingly inaccurate,And expensive,It is difficult to use a single traffic conversion method,It is difficult to match different business models。So many entrepreneurs are using the characteristics of mobile Internet to create offline traffic portals,This is not only true in the tourism industry,Also seen in other service industries。

Third,There are also new changes at the marketing level。From content marketing to innovation by combining new technologies,For example, like a video、Application of VR and AR new technologies in the tourism industry,There is a lot of room for imagination here。There is a certain impulsiveness in tourism consumption,To some extent,A video、A scene,It may inspire tourists to purchase travel products。Also,Consumer financial services for C-end tourists will also have greater development,But innovative risk control based on big data at this level is very important,The entry threshold for the industry is very high,This field is also difficult for grassroots entrepreneurs to participate in。

Chunxiao Capital: There are still great entrepreneurial opportunities in vertical subdivisions

Zhang Qingze, Vice President of Chunxiao 188bet app Capital Investment, thinks,In the Internet + tourism industry,The opportunity to become a large and comprehensive platform company may be gone,But there are still great opportunities in some vertically segmented fields。For example,Customized family tour、Senior Tour、Family-child tour,Or vertical subdivisions such as study tours,If a startup company takes this product and service to the extreme,The experience is very good,There is still a great chance。For the C side,What is needed is vertical products and vertical services。

About the informatization of the tourism industry,Zhang Qing said,On the upstream resource side,The transaction process is still complicated and inefficient,The price and product experience or service of travel products are also very inefficient,Therefore,Chunxiao Capital attaches great importance to the improvement and optimization role that Internet tools can play。For example, like SaaS、B2B platform,There are great investment opportunities,Chunxiao Capital is also planning in this area。

Also,Zhang Qing also mentioned the concept of pan-tourism,The combination of tourism and lifestyle,Travel + various vertical scenes。If you start a business in this field,Also in the incremental market,Also in the incremental market。

Original intention of starting a business

Meng Lei, founder of the tourism star company Huang Charter、Jia Jianqiang, the founder of 6renyu.com, also shared their entrepreneurial tips。

Huangbaoche was founded at the end of 2014,Committed to providing overseas local Chinese-speaking driver chartered tour services for domestic tourists traveling abroad,Completed in August 20161.200 million Series B financing。6人游 was founded in June 2013,Focus on high-quality customized travel market,Just received 25 million yuan in financing in October 2016;These two companies are both companies that have done well in the vertical segmentation field in the Internet + tourism industry,The two founders also shared sincerely。

Huang Baoche Meng Lei: The Internet should fundamentally improve service experience

What Huangbaoche is currently doing is mainly integrating overseas Chinese resources,Provide Chinese pick-up and drop-off、Single transfer、Line Chartered Tour、Customized chartered tour service,This is also an important category in the field of outbound tourism。

Meng Lei said when talking about why the imperial charter car can persist until now: First of all,They don’t hesitate when making decisions,Difference from competitors。For example, at the end of 2014, there were several start-up companies pursuing the same direction as Huangbaoche,Those companies start from the C side。On the other hand, the imperial chartered car chooses to be the driver (driver and tour guide),Get local 188bet app download driver resources,Find my own development direction in the differentiated blue ocean。"In that environment,Everyone is talking about their C-side traffic,When talking about your C-end brand,We have insisted on not doing any 2C for a year。" Meng Lei said,For low-frequency products such as outbound travel,The Royal Charter does not use subsidies,But do a good job in quality control of tourist destinations and drivers,Build word of mouth,Only in this way can we become stronger and bigger。

Meng Lei, founder of Huangbaoche, thinks,In the large field of outbound tourism,The needs of outbound travel users have changed greatly,This is closely related to the consumption upgrading trend of the entire society: the stage of material satisfaction,Advancing to a deeper spiritual level。At this stage,Application of Internet in Tourism Industry,Most of the time it is just a tool to improve the efficiency of the industry。In the aspect of commodity trading,It has indeed played a very big role,If problems such as transaction information asymmetry are solved,Increased the scale of corporate profits。But it has no effect on the user’s landing experience。

Huangbaoche has great opportunities in the Internet direction in the future,Hope to cooperate with other partners in this field。Use as Internet,If the destination service experience is not fundamentally changed,It is impossible to satisfy user needs。Meng Lei said frankly,Two years ago I thought the Internet could solve everything,The destination service experience has been greatly improved,But now I think it is unlikely to be so fast。Because there is a small paradox between the efficiency of the Internet and the service itself。He used Airbnb as an example。Common sense,A standard supply chain product,Let users choose and buy,Will speed up、There is a unified standard for quality control,But not Airbnb。He once chose a B&B in Tokyo,Write an email to complain because the landlord did not clean up in advance。Later,Received a forwarded email。Original,Airbnb first wrote an email to the host,Tell the tenants that they are unhappy,I hope to work with the landlord to find a way to make up for this regret。Such a kind and roundabout way,As a tenant, it is really difficult to complain。This kind of respect、The attitude of striving to solve problems actually conveys a corporate culture。All service industries require the transmission and expression of culture。Process in service industry,Can only reach 60%,Want to achieve 80%、100% perfect experience,Only by building a good business organization,To change the user’s detailed experience。

The Internet is a double-edged sword,While doing things,Depends on how to use it together,Instead of taking it just to change the efficiency。When you don’t know how to use it,Often causes 188bet sports betting app download emotional harm to customers,Be sure to think clearly about how to use it,Let’s achieve better efficiency improvement。

6-person tour Jia Jianqiang: Maintain a good attitude,Do valuable things in a down-to-earth manner

6-person travel focuses on customized travel services,It has been three and a half years now,Their pace is small steps、Iterate slowly,Find a direction that suits you best。The core value that 6 people game adheres to is,Don’t do those speculative things,But first gradually build up your own business model。

Jia Jianqiang shared his views on the company’s development,It is recommended to use low-cost marketing in the early stage,Adopt a relatively low-key approach,Find your users step by step,To validate your business model。Second,Don’t overuse subsidies to prove your business model,Do a good job in every order in a down-to-earth manner。Third,Be rational in valuation,Avoid the capital winter,Bet all your fate on investors。Jia Jianqiang thinks,The reason why 6-person tours can develop to this day,The biggest reason is to maintain a good attitude,Keep doing it,There is no need to say that it is a company worth hundreds of billions,Do something worthwhile in a down-to-earth manner,This is enough。

At the same time,Jia Jianqiang thinks,Under the rapid development of the Internet,The degree of informatization in tourism is already very high and transparent,Tourism industry giants such as Ctrip are already ahead of the curve。The real opportunities may be in the following directions: first,Digging deeply on the resource side。There are many, many categories in the tourism industry,Many resource parts have yet to be explored,For example, something like Gubei Water Town,Or other tourist attractions that sell feelings, etc.,These opportunities still exist。Tourism service is also a kind of resource,Call service resources。Transfer the value of travel services to more people,Making them willing to pay for the service。More and more tourists are not sensitive to air tickets and hotel prices,What they care more about is getting better、More personalized service。

Second,Between the supply of tourism industry,There may be some opportunities in the extremely asymmetric B2B channel。As long as the front end is broad enough、The back-end requirements are broad enough,There is an opportunity to match the value of the platform。For example, a hotel,In the hotel’s entire front-end distribution and hotel resource-based integrated products,There may be a matchmaking opportunity。As long as it is in extremely asymmetrical categories,There is value space and transaction space。

Project Roadshow


Liuyitong and Jimi were invited to this event。Both tourism entrepreneurship projects have their own characteristics,The founders also shared in depth。

Introduced by Zhang Lei, founder of Liuyitong,Liuyitong mainly focuses on the Chinese inbound tourism market,The model is B2B,And GDS is the core point of the project。Obtain tourism resources and projects through self-operation and joint venture,Check out each supplier and distributor,Then distribute tourism products and services to overseas users traveling to China。

When outbound travel has become a red sea,There are still very few entrepreneurs involved in the field of inbound tourism。As soon as the project was shared, it aroused great interest from the entrepreneurs and investors present。

Another project, Jimi, focuses on providing travel + extreme sports services for high-net-worth individuals。Currently, the JiMi platform gathers resources from global destinations,includes United States、Canada、Hunting projects in New Zealand and other countries,Russian MiG-29 fighter jet outer space flight experience,Live ammunition shooting in European countries,In addition,Injection paragliding also available、Wingsuit flying and other special tourism services and knowledge training。

*This article is reproduced from Zuoyu Capital (ID: zuoyucapital1)。


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