From the multi-land merchant boycott group buy see giant "Alliance Boat" why say turn over?

Source: Internet
Author: User

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Powerful merger now seems to have become the trend of domestic internet industry, drip and fast, the United States and Volkswagen reviews, 58 with the city and go, Ctrip and where to go, and even before the Youku and potatoes, are classic cases. Originally in the subdivision of the Internet industry, the situation of competition in a moment was broken, forming a monopoly trend. In order to compress the cost and seize the market, the Giants, after sitting on the "Alliance Boat", did not contribute as expected for the Internet progress, innovation, instead of exposing the ferocious fangs, began to the platform participants "bloodthirsty eating."

In recent times, multi-group buying merchants began to publicly boycott the combined American and public comments. The reason is that after the merger of two companies, on the platform of the merchant requirements to pay the amount of 5000 to 20000 yuan of the listing fee, some industries also need to bundle thousands of yuan of merchant pass and promotion fee. In addition, the U.S. group reviews will increase the proportion of group purchase, from the pre-merger of the 1%-6% to 10%-15%, some proportion of 12%-15% of the industry, is also raised to 15%-18%. And recently Didi, Uber driver million strikes incident, uncover the network about the current high subsidy illusion. Plus 58 with the city and go after the merger also because of the abolition of some agents to the direct battalion and dispute, the giant's "Alliance boat" facing the platform participants have said turned over. After the merger of the Giants, why are the monkeys so eager to reveal favourite antics?

He who wears a crown must bear its weight: The giant reveals the favourite antics only because his posture has become huge.

In foreign countries, Microsoft due to Internet Explorer on the Windows system forced to impose a monopoly, Google because in the search, the Android market monopoly, etc. were investigated or fined. And in the domestic internet industry, there seems to be no monopoly one said. has been in the e-commerce, social, search and other fields to form a monopoly of the bat three, almost no antitrust investigation. And the other Giants after the merger, the same formation of a distorted monopoly situation, a leap into the dominant segment of the field.

According to the "2016 China Mobile End Travel Service Market Research Report" published by Eric, the total number of drop-in vehicles (Express) in 2015 was up to 88.4%, and the daily order volume accounted for 84.1%. Rapid Transit Research institute market data show that 58 of the same city and go after the merger together accounted for more than 80% of the market share. In addition, the United States Group and the public review of the merger, also occupy the domestic purchase market 80% of the market share. These combined giants occupy more than 80% of the market share, in fact, have mastered the absolute right of voice and initiative.

Since they have become the absolute kings of their respective fields, without the pressure and consumption of competition, they should adjust their development strategies. Ordinary players on these platforms, such as drivers, merchants, information publishers, and so on, have absolutely no power and strength to challenge the Giants-their survival channels and their jobs are in the hands of the Giants. And the Giants will not care about the views and attitudes of the platform participants, directly formulate strategies that benefit them--you don't want to do it, you lose your job, and a lot of people are trying to get in. Imagine, if the posture was not so large before the merger, and there is fierce competition, do they dare to do so?

The big money subsidy to the capital market to hand over the beautiful report card

In addition, the giant monkeys urgently in the platform participants "while tares wool", but also to be able to quickly break the cycle of money subsidies, to achieve profitability, and then to the capital market to produce more glossy transcripts, in order to obtain more financing and valuation. In fact, the merger between the original Giants, but also has the will of investors.

For the drop and fast merger reasons, Fast Taxi CEO Lu Zhunwei has said that in addition to a common development vision, but also includes the vicious large-scale continuous burning of money competition is not sustainable, and the merger is also a strong expectation of all investors on both sides. Across the internet, almost all of the merger cases have been driven by the capital side.

In particular, the merger of two companies in a unified segment of the Giants, the desire to merge is particularly strong. It is not polite to say that investors are actually more impulsive than these companies to achieve mergers and monopolies. The merger has also proved to be an important driving force for raising valuations and financing. After the drop and quick merger last February, it was valued at more than $6 billion. Now, with a new round of financing nearing completion, capital markets have valued the drop by more than $20 billion.

Of course, just raising and raising valuations are not enough to meet the ambitions of these giants, and they are more eager to make quick profits and monetization. To achieve this goal, "while tares wool" is an inevitable step in the platform participants. The first thing to do is to reduce subsidies and save money. The previous drip subsidy is very strong, but after the Spring festival in 2016, this situation has changed a lot. Twice times a day, the reward changed to the peak of the reward, only 1.2 times times, the order to complete the award from the original 22 single reward 200 yuan to 90 yuan, resulting in a number of driver strikes.

As for the United States and the public to review the increase in the listing fees, increase the proportion of group buying, and so on, in fact, is to make a profit. Or the previous period of time to burn money subsidies too fierce, to get back from the platform participants to "stop the bleeding." As for the 58 with the city and go merger after the abolition of some agents to direct camp, eating is ugly, want to take the whole plate occupy.

Platform participants become victims: The shaky giants are enduring

In fact, I also understand that these giants want to monopolize the mentality. But whether this monopoly is benign, or vicious, depends on the idea of the helm. As of now, these merged giants are now bent on profit, monetization and so on, is vicious. In order to self interest, it hurts too many people's interests. Even if the enterprise chase profit is nature, but also should not do so monkey urgent. The urgency of the giant's pursuit of profit will naturally result in operational and tactical changes, most notably the participants who are attached to these platforms as victims.

In the interest of the platform participants, the interests of the Giants will be affected. Taking Didi as an example, it is still a private car-based shared economic model, and Didi acts as a platform only. The driver's loyalty to the platform depends entirely on the benefits of the platform, and if the driver is unable to get a satisfactory return from the drip, it will naturally turn to other platforms, resulting in the loss of quality drivers. And the United States and the general public comments are also so, damage to the interests of the participants, in fact, is to shake their roots.

These giants cannot restrain themselves from the urgency of profit, not with more time and money to stabilize the platform, not to improve the experience of the participants and enhance their loyalty, and ultimately the consequences of eating. After all, these giants ' models are very simple after all, only to occupy the opportunity to get ahead. If you devote your energies to the "exploit" platform participants, leading to the stagnation of innovation, it is really putting the cart before the horse. (New discoveries of science and Technology, Constantine/Wen)

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From the multi-land merchant boycott group buy see giant "Alliance Boat" why say turn over?

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