Collective loss, where to go to the net why gone against

Just last month, the four major domestic listed travel companies have announced their fourth-quarter financial results, a loss, the scene is very heavy. But in this loss of the phenomenon behind a vicious circle, where the market value of the recent surge, just half a month rose more than 55%. Where the current market capitalisation has exceeded $5 billion, ranked as the 14th largest Chinese internet company in the 9th place.

In this respect, many people expressed the puzzled and confused, the same is the loss, where to go with what can get capital so pro-gaze? With a series of questions, Liu Yan After careful investigation found that where to go the reason for a large loss, the main reason is because the money spent on the expansion of the market, resulting in cost increases. But it is also because of the large amount of money burned, where to go in the following three areas have made great strides, and the capital market generally optimistic.

　　Hotel, three carriages in parallel

Recently, to where the network announced that now in the nationwide development of the hotel 50 percent promotional activities, activities covering nearly 400 cities nationwide, participating in the activities of more than 100,000 cooperative hotels, the first to launch a hotel price war.

April 14, where to go network and in Zhongguancun launched the "Sweep me open room, 50 percent discount" activity caused a sensation: a number of beautiful women in the chest holding the "Sweep me Open room" of the two-dimensional code slogan activity card caused the passers-by's wild sweep. Many passers-by through this place can not help but sweep a, of course, not only for "open room", but also for "300 yuan surrounding red envelopes."

Launching a price war on such a large scale is a demonstration of where the strength and ambition lie. January 2014, where to set up the destination business unit, to promote direct-sign hotel expansion, 2014 Q4 Financial reports show that hotel direct sales have accounted for the total number of hotels sold 66%. Last year, the number of hotel bookings went up 105% from the previous year, and has become the second largest online hotel booking platform in China, becoming one of the fastest growing online travel platforms. The three hotel carriages go hand in hand to escort this mighty tourist empire.

The first carriage: The ground focuses on group buying market. As a result of the last year where the ground to set up a strong land forces, including sales, customers, research and development, such as the continuous recruitment of more than 2,600 people. Each sales is responsible for a radius of 150 small hotels, hands-on teaching those bosses how to use mobile phone app, and set up a control center, daily remind Small hotel to check the price, avoid the price of the phenomenon of rejection. From the beginning of the first 10 months, the direct-signed cooperation of hotels from thousands of to more than 220,000, and in hundreds of cities in the hotel group purchase more than the United States, especially in Rizhao, Baoding and other cities, more than the United States Group Hotel night amount of more than 160%.

Second carriage: Focus on the high-end market. At the beginning of February this year, where to go to the web to make a speech, 2015 where to go Network hotel will be in each market segment to win the first, High star hotel is the focus of the business. It is understood that where to go also launched its high-end Hotel alliance, hoping to quickly expand the business in the high-end hotel sector.

Third carriage: Wireless hotel. Wireless has always been a strong area of the network, in the fourth quarter of 2014, wireless bookings have accounted for 70% of the total number of nights between hotels.

Thus, where to go in the hotel market by leaps and bounds by the investment market unanimously recognized, while investors are very optimistic about where to go in the field of the hotel in the future:

First, where to set up strong ground forces, choose from the low-end market as a breakthrough, and then stabilize the low-end market after the attack on the high-end market, where the use of the rural surrounding urban Hotel strategy is highly praised by the capital.

Second, where to use the platform model, to search for parity as the core, which to go into the high-end market also has a considerable advantage. At present, many customers through where to book the high-end hotel price than other platform price is about 30%, for consumers will naturally prefer to choose low prices, hotel services equivalent platform.

　　Air tickets, a single trend of the day display

The competition for online tickets is the most intense, and where the ticket reservation occupies more than 20% of the overall market share of the ticket market, and occupies more than 50% of the market share of the entire online ticket market, where to go in the airline ticket sector a single major trend is increasingly evident.

For the online travel platform, air tickets and hotels are two of the largest business, where to make rapid progress in the hotel sector, a single trend in the ticket industry day, it is no wonder that the capital market so pro-gaze. Compared to other ticket booking platforms, where to go in the ticket booking advantage will also continue to remain:

First, where to go to the network contains the most comprehensive airline direct marketing website and quality agents of the official website data, at present, no other company in the country can be compared. For some small, but have high-quality resources agents, where the network launched a Booking assistant service, to help these ticket agents through the online competitive ticket resources to share to more consumers.

Second, where to go the booking assistant to shorten the scheduled speed to 15 seconds, is the industry average booking speed of one-fourth, greatly reducing the user time to set the ticket, improve the efficiency of the platform.

Third, where to go as an online ticket booking platform, to join the airline direct sales and high-quality agents are very many, thereby promoting the benign competition of the platform, natural prices will be more than the other ticket booking platform is much lower. Especially for some people who are not very high in income, price is a very big attraction factor.

Four, many people buy tickets, often through Baidu to carry out the air ticket search, Baidu to give to where the full support is also where to go in the area of the ticket can be a strong backing of a single big.

　　Wireless, far ahead

Where to go published in the fourth quarter of 2014 financial results showed that wireless revenue accounted for the first time to reach the total revenue of about 50%, wireless bookings accounted for the total ticket volume of 46%, Hotel night total of 70%, become domestic internet companies in the mobile side of the highest proportion of the company.

The future era belongs to the mobile Internet, it can be said which Internet companies occupy the advantage of the mobile internet, who is most likely to become the boss in the future, where to go on the wireless side of the outstanding performance has been greatly praised by Wall Street capital.

First of all, the first layout of the mobile internet, let go where the wireless side to take advantage of the opportunity and advantages. As early as October 2012, where to go on the first release of the wireless strategy, and at the same time the introduction of where to go, where to travel, where to go to hotels, boutique hotels, where to go, where to go travel map six apps, covering iOS, Android and other mainstream smart mobile devices, to create a one-stop mobile travel lifestyle. From travel information, destination Raiders, air ticket hotel booking, travel applications, journey record sharing and other segments into the total coverage of users before travel, travel, after the various needs of travel.

Second, where to go network every employee on the mobile side attaches great importance. The focus of the company's overall strategy is also placed in the wireless market, take April 14 sensational domestic "sweep me open room, 50 percent discount" activities, the same is the mobile side as the center of gravity to expand the market.

Third, in the mobile domain, where to go also maintain the advantages of technology leadership. The technology leadership is very significant for the mobile end of a better user experience.

Overall, where to go in the Air ticket reservation market, wireless side of the lead, the hotel market leaps and bounds is where to be the capital of the three core reasons, the domestic online tourism market also formally entered the Ctrip, where two Super, Yi Long, road cattle, the same way and so many strong times.

　　Liu Yan, Zen Road ponder Internet, public number: liukuang110

Collective loss, where to go to the net why gone against