Buying rivers and lakes divide the decisive battle to be staged

Compared with the large-scale e-commerce hotspot, buy the fourth year of its birth has been quite calm. Because the players in the arena are running out, the US group netizens and public comments become undisputed doubles. However, handle network, Wowo Mission, Baidu glutinous rice did not give up catch up. There has been news that the United States and the public comment on the public network is preparing for the listing, which will become the final decision to buy rivers and lakes battle.

Re-winning the capital

In January of this year, Baidu and Renren announced the signing of an agreement, Baidu acquired all the hands of all the glutinous rice net shares, a wholly owned shareholder of glutinous rice net; February, Tencent shares of public comment network, accounting for 20% of shares, as the public comment Network second largest shareholder; April, the rumor US Mission completed 300 million US dollars C round of financing; May, Wowo group access to the original shareholder team 50 million US dollars investment. After another news shows that the group buy has regained its capital from a slightly weaker industry.

In the opinion of Fan Kang, a group analyst at 800, this shows that the Group has seen a very deep leveraging of the local life service market. From the current development of the local life service market, whether it is coupons or ordering websites, the value Still can not be compared with the group purchase. Investment for Group buy investment, in fact, more value is behind the huge local life service market. On the other hand, the group buy industry has now entered a mature industry, buy competition tends to be benign.

However, for the United States has always insisted on the development of the United States network, the past opponents glutinous rice, handle network, Wowo group, ticking group, public comment, etc., and now directly into Baidu and Tencent. In addition, Ali's Department of the poly-cost-effective, Taobao life, Amoy little group buy business also makes the pressure of the United States Mission network surge.

A new round of competition

Capital into the buy site to add new ammunition, a new round of competition inevitably began. Baidu glutinous rice fighting the strongest, cost billions of dollars to create "March 7 Women's Day" Rush cell phone Taobao 38 events. Handle net, wadding group is more focused on its own fine management. According to handle network introduction, the new web version of the upcoming operation, which is to upgrade the user experience, one of the series of technical initiatives.

After the Wok Group financing, said the financing will be mainly used for the strategic expansion of Wok Wo group. These include opening up new cities, expanding mobile businesses and improving products and services. At present, Wowo Mission has set up local service groups in more than 200 cities throughout the country. The cities to be explored by the Company are mainly located in the third and fourth tier. This is the advantage site of the US Mission and the site that the Public Comment Network intends to win. Comments on the public comment CEO and founder Zhang Tao had publicly said that the company will be a slow change this year, a comprehensive style of attack on third and fourth tier cities.

"From the geographical point of view, the group has so far not been completely reduced to 'oligopoly games.'" According to the group of 800 pairs of sites from the geographical division of the group, the current buy site still have their own sphere of influence, the site of the buy Regional development strategies are not the same. The public comments that the first and second tier cities accounted for 68.5% of the total turnover, the United States Mission Network Third and Fourth tier cities accounted for 70% of the overall turnover of Tlaxach and Wowo Group fourth-tier cities accounted for 54.3% and 43.6% respectively .

In addition, the mobile terminal is the next battlefield. Data show that the monthly purchase of 40000000 bottleneck number of people has lasted more than a year without growth, thanks to the improvement brought by the mobile Internet, can now reach 70 million people or more. Wowo groups said the new financing will increase investment into the mobile terminal.

First to take the lead in the market

From the second half of last year, 58 cities, where to network, long-state digital, 500 lottery network has to the United States market, most of the shares in the market recognized. The industry believes that this year is the golden window O2O period, but also the United States Mission Network and the public comment the best opportunity. There is no doubt that whoever first got the tickets to the United States knock bell, who will be able to dominate the domestic market and even O2O field pattern.

According to Bloomberg News reports, the public comment is with Goldman Sachs, Morgan Stanley, Deutsche Bank and other investment bank contacts, preparations for the IPO in the United States, intended to raise 500 million -100 million. At the same time, the US Mission Network also reported the news of the second half of the listing. Constantly listed the news of the market, although unidentified, but the public comment and the US group network has been sharpened.

Since accepting Tencent's investment and strategic cooperation in February, public comment has started to transform itself into a platform-based company with upstream and downstream access to different industries and O2O-related services, including the $ 80 million investment take-away website Million yuan investment buffet food ordering products mouth.

The U.S. group just announced that the turnover of June exceeded 3.1 billion yuan was also militarized. In May, the brand advertisements "Once Upon a Time, Once Again" brand advertisements frequently appeared in hot spots such as Hunan Satellite TV and Jiangsu Satellite TV as well as in the subway and office buildings. Some people in the industry have calculated that the advertising network invested by the US group network is close to 100 million yuan. Although it is not a generous proposition in the field of electricity suppliers, it is by no means a trivial matter for the U.S. delegation that has never advertised.