2014 Internet defeat big Bottom

In the 2014, China's Internet was richer. In the stock window continues to open, "cock silk reverse attack" inspirational story in Ma Yun Liu Yantan into reality. The success story of the catalyst, a large number of capital to accelerate the influx of the industry, hoping to participate in the production of more MA. According to the Chingko Research Center, in the first 11 months of 2014, China's Internet industry total financing volume reached a record of about 39.641 billion U.S. dollars. Accompanied by the prosperity of the coming, there are bubbles. Thousand sail and million wood beside always have sinking boat and disease tree, success stories are the same, the reasons for failure are different. Among the most popular industries, such as electricity quotient, online education, internet finance and so on, some of the companies that have been placed high hopes in capital and industry are: ladder nets, rice net ... In 2014 sadly exits. History is not just a hero.　　At the beginning of the year, the Chinese entrepreneur tries to analyze these once-beautiful star companies, whose defeat is a mirror of China's internet for 2015 years. Internet Financial Circle Heng Jin Loan & Yuan Investment & Silver Bank loan & Longhua loan: Peer-to-peer run speed, in the end which strong? 2014, Peer-to-peer network loan industry appeared a round of new competition: Run speed big PK. Currently ranked first, is Zhejiang Taizhou Heng Jin Loan, registered capital of 50 million, life expectancy for half a day, creating a peer-to-peer new survival record. June 27, 2014, the permanent Gold platform opened, and issued a notice will be held for three consecutive days of preferential activities, but that afternoon, the site will not open. The second is the Shenzhen Yuan a venture investment, life expectancy of 1 days, the owner of the run, so that the victims around the country about 30 people cumulative loss of more than 300,000 yuan, of which the largest loss of about 100,000 yuan. followed by the line, there are 2 days on the line of silver and silver loans, Longhua loans, and the line 3 days on the run of Fu Xiang venture. According to statistics, as of December 2014, there have been more than 300 peer-to-peer platforms with difficulties, closures and running problems. In fact, the reasons for these Peer-to-peer escape are also similar: sincere fraudsters, cash-for-yourself fake peer-to-peer, no sense of wind control can not recover borrowers. Comments: Any emerging industry, will certainly experience a mixed straggly of the initial stage, but, as long as the demand exists objectively, when the regulatory policy, the capital boom receded, naked swimmers will exit, the leader will appear. 2014 of Peer-to-peer, all kinds of peer-to-peer frequent escape, so that "internet finance" this extremely dazzling concept has been overshadowed. Running so frequently, nothing more than a low industry threshold, and no policy regulation, the so-called "market failure."　　However, there are indications that regulators have noticed the problem of Peer-to-peer, and that in 2015 the stringent regulatory policy for Peer-to-peer was likely to emerge soon, from access credentials, capital controls and profitability. Online Education Circle Ladder Network & that good network: front too long exhausted thousand army ladder nets, November 2013 on-line. Century Jia Yuan founder Gong, the first online education project, is basedIn the market over 18 years old, one-on-one English products 91 foreign teachers, a few months later, she felt that the market segment is too small, and then to the Chinese training industry's largest market K12, to do the platform. Ladder Nets intend to collect the test questions, preparation system and so on, in order to attract users free of charge, the goal is to become a huge user, so that teachers, parents, students can use platform-level companies. However, until the site is closed, the entire site is only used by teachers, because the ladder network paid to hire a lot of teachers to upload the title, courseware, paper, and the target paid user groups: Students, parents are missing. After 7 months on the line of ladders online, in June 2014, Gong launched the good web. In fact, the good web is based on the platform of Ladder network value-added services, Gong said it "can realize the flow of cash, and the ladder before the service is free." However, in the ladder network burned tens of millions of financing, still lack of users, the platform is full of thorns when the road, began to consider the problem of gong, it can be seen that the capital pressure is big. In September 2014, Gong acknowledged that the battle line was too long and the capital chain was broken, shutting down both sites. Comment: In 2014, online education was wildly sought after by capital, and no users began to talk about P/E. Watch this batch of dead online education programs, including the Internet, learning, mentoring, learning worms ... Half is the target user group positioning is not clear, coverage of the so-called "online education platform", "online education taobao." Online education is a typical "long tail" industry, the product is content and curriculum, non-standard and extremely heavy experience, pre-school, K12, study abroad training, vocational education ... The market segment is very many, the user's demand also varies greatly, the short term cannot form the scale effect. With the flow of resources of the bat, with content resources of the offline education giants, have not made an "online education platform", not to mention the lack of resources of the ladder network. For ordinary entrepreneurs, online education The best breakthrough is to focus on an age, a subject, a test product, with the first group of loyal users, then the category expansion.　　2014, this should be the first lesson that online educators and investment institutions have learned from the defeat. Electric Business Circle 1, Rice Network: The supremacy of the advantages become inferior April 2014, the Rice Network homepage has been unable to open, customer service phone can not be connected. According to the public reviews CEO Zhang Memories, the public comments just to do business in Beijing, many users to open the public comments to see the information, and then immediately call the rice network telephone booking, which once let him depressed unceasingly. The custom of the subscriber's telephone ordering is the rice net to cultivate. Since 2003, the Rice network with the call center + Internet to provide users with the way to order meals, coupons discount services. In the 2009, more than 500,000 business owners have been resourced. Rice net profit model has three kinds: first, catering enterprises settled in the annual fee of the net payment; second, the transaction commission after the completion of each transaction, and the third is advertising fees and group user Service fees. Because the Merchant Foundation is deep, the income of the rice net has beenVery stable. Since 2010, the "thousands of wars" broke out, the mainstream group buying site after a large amount of investment, began to change the size of profits, with low prices to attract users to use online trading and mobile-side transactions. And the rice network can not abandon the mature profit model, the new business has always been tepid. After 2012, the rice industry looked forward to being merged, but eventually no buyer was willing to buy the phone to order the outdated business. Soon after, hungry and so on the food delivery site began to develop rapidly. Comments: When you are in the industry, suddenly ushered in a capital boom, competitors flocked, what should you do? There are no bad industries, only outdated models and bad operations. "Make no mistakes" is not enough for a company to survive in China's internet industry, and "first-served" is likely to become the pot of boiling water for the frog.　Seemingly impregnable resources, user habits, may be in a short period of time, the competition is strong capital strength and the executive power of the powerful subversion. 2, The Peoples Regiment & Tick Group: Do the right thing, choose the wrong industry may become the cannon fodder group buying industry in 2014, is in the peoples Group and tick the closure of the group start. Group 800 released data shows that in the first half of 2014, the top five of domestic group purchase site turnover accounted for more than 99% of the total turnover, compared to the August 2011 peak of 5,058, the number of group buy site has been reduced to 176, the death rate of 96.5%. The Group of peoples and the tick, but this is the "Thousand Regiment War" in the out of another batch of cannon fodder, even if the tick group once and the last batch of coupons out of the business dimension of the merger, also no avail. In fact, as they left the battlefield in 2014, they were once regarded as "Deus", and came to the net of the IPO threshold, but its exit was in the form of "acquired". Comments: In an emerging market, when several excellent companies with their own excellent user experience to establish the industry standards, rapid flow concentration, merchant resources naturally followed, the business model of the moat thus cast. In the "Winner Take All" Internet industry, based on the same business model, either as a "leader", or as cannon fodder, there is no middle state.　　2014, in the famous special selling, taxi and other segments of the industry, have happened and group buying industry the same story. 3, street side net: too shallow moat may dry up at any time from the plus, to the neighboring news, muttering, cut off, open ... These main lbs signed products gradually after the exit, 2014, the street side of the network closed, it seems to be the final curtain of lbs attendance. Street in May 2010 on the line, the main lbs social services, allowing users to "sign in" through the phone, record share of life, with friends and provide discounts and coupons, belong to the first batch with O2O and social applications. Street-side mobile phone clients have not been updated since December 19, 2013, and the Web version was closed in July 2014. check-in lbs, the smartphone just popularized in 2010 once rage, but within a year,A large number of users of the app has dropped dramatically. 2012 years later, the street has tried to take lbs as its core, constantly strengthening social attributes, recording user data, making precision marketing for merchants, and earning tens of millions of dollars by branding, but this is clearly not enough to support the company's continued operations. Comment on: "The user stays too short", "lbs can copy" is to sign in the app gene to bring the mishap, the street is doomed to grow little. In the early development of mobile Internet, the Check-in app based on lbs is very popular for mobile internet. However, the LBS technical threshold is not high, the check-in service does not stick to the user, also can not get the favor of merchants. The business was quickly covered by the late-rising super app Weibo and micro-letters, and it was a predictable outcome.