The bat trio has been beating the drums of the group buying industry

Baidu's "lbs+ group purchase", Tencent's "micro-letter + buy", Ali's "Poly cost-effective + group", bat three big Bang Group buy industry drum beat, the industry accelerated shuffle.

However, in the face of the impact of the Giants into the Bureau, independence, listing or acquisition of the current independent group buying sites have to make choices. In this regard, the industry believes that even if the purchase site has the demand for prostitution, the market has the ability to have a few buyers has become a big problem.

Giants buy big flag to disrupt group buying industry

Recently, Baidu announced to everyone under the website glutinous rice Network for 1.600 million dollar strategic investment, accounting for 59% shares. At this point, B A t The Big Three to disrupt group buying industry drums, the industry reshuffle accelerated.

Group 800 statistics show that the first half of last year group buying industry is still showing the U.S. regiment, the public comments, litters pillars pattern. But the sticky rice network quietly exerting force, the first half of this year its market share accounted for 11 1%, press accounted for 12.23% of the industry's third litters group.

Although glutinous rice development momentum, but its long-term loss is also indisputable fact, for everyone, throw the hot "glutinous rice" can Let it travel light, and for Baidu, pick up this grain of "glutinous rice" can be for its O 2O layout building blocks.

Group 800 co-founder Hu Chen in the south are interviewed reporters said, through the acquisition of glutinous rice to bring the flow and funds and other resources, the industry accelerated shuffle, but the market on the other players will not play.

In particular, recently introduced micro-letter 5.0 Tencent, with the micro-letter of 500 million users and "sweeping a sweep + pay" new features, micro-letter as a mobile end of a sharp weapon, Tencent will not easily play a hand. Now based on micro-letter is about to force the "micro Group" is also by the high peer team fencing, and micro-letter in the mobile end of the explosive power is the biggest imaginary space for the group buying industry.

In addition, we have to mention the stability of the market share of the first group of the United States and behind the big Guy Ali. September 2010, Taobao cost-effective online operation, since Ali began the group buying industry layout, but apparently Ali is not satisfied with this. Up to July 2011, Ali Group received investment in the U.S. Group B round of financing, the total amount of financing amounted to 50 million U.S. dollars.

With the help of Ali, the United States Regiment developed rapidly. 2012 U.S. mission to achieve double sales, up to 55 500 million yuan. Earlier this year, the U.S. mission announced that its sales target this year is 18.8 billion yuan.

However, it is noteworthy that the group buying industry real big guy actually has another person. In 2011, the cost of the deal was 10 billion, and last year it broke 20 billion. Poly value has been focused on the network to buy, the United States focused more on local life services group buy, although Ali on the flow of the United States may not have much direct guidance to help, but Tintin and gold map and other related assets of the collaborative interaction between the United States Regiment has been a booster.

Independent group purchase site another survival road

Rely on the abundant, the Giants have found their own group buy "small partners." Even though the Giants are now targeting the "buy platform" business, insiders believe that even the platform giants will tilt their small partners. Hu Chen that "the current B A T Big three in the group buying industry is mainly through investment to participate in competition, not buy them back to play, but in the state of kite flying." ”

However, in the face of the group buying industry to speed up the pattern of shuffle, other independent group purchase site alone with its own strength to move forward is increasingly difficult. Independent operation, landing platform, impact on the market or be acquired as the choice that each family has to make.

Public comments, handles, litters have done IP o dream, but still stranded. And tick, full, thousand products such as three-wire group purchase site continues to exert its force in the market segments.

"Today's group buying industry presents three dozen three of the state, three have the support of the Giants, there are three insist on independent development, the current United States and the public comments are ranked first second, litters and glutinous rice compete for the third." In the past, if there were two poles, now it is the third angle. Hu Chen to the south, the reporter said Glutinous rice is not likely to squeeze the third seat litters, still have to see the injection of the intention, how the money spent on the blade, the argument that it can not achieve 1+1>2 effect is too early.

For the current independent web site, the ideal state is naturally through the independent development of a listing of the road, coupled with the market now has the ability to buy a limited number of buyers will be involved in the acquisition is still a problem.

Hu Chen that, Jing-dong, Su ning on the plate has not thought so deep, if the collection of an indefinite purchase of their own site this will certainly reduce their own electrical business growth rate. "In the short term, Tencent has had two years of repetition in high friends, and if the matter has not yet been clearly acquired, then it has to be confronted with a multifaceted resource coordination problem." So now Tencent will not be so aggressive again to take the takeover action. ”

Nancy Reporter Cherius Intern Shingyao