2014 Domestic online tourism market can be used to describe the surging, price war, poster war, public relations war, litigation, simply can not be more lively. As the bat began to awaken exerting force, the start-up company successively, the traditional OTA line of business continues to enrich, 2015 's overall pattern in Kaulajun view, still a little change.
Let's sort out what happened in the next 2014 and decide what it is.
First, Bat happy enclosure. Remember that because Ali's "go ah" caused by the poster war, to the end almost flipping the entire Internet circle of enterprises. In addition to the trip from Taobao to go Ah, Ali also invested in the hundred-way travel and the stone base information, as well as the joint balance Bao launched the "Tourism treasure" and overseas traffic cards, basic from IT services, outbound travel, payment, traffic across the layout.
Tencent continued in the presence of its godfather, has invested in the same process, I am interested in travel and bread travel, the three have not formed a holding. and Ali himself and the investment of enterprises in contrast, gradually platform with rountines go ah slightly like, I am interested and Bai Cheng exit. By contrast, Baidu can be called a calm emperor, I do not know is the peace of the world, or after the understanding, in general, the rumor of the acquisition of Ctrip passed thousands of times, in fact, the whole 2014 are still as Virgin.
Second, OTA and platform convergence. The popular game is the price war, in fact they have almost played for a whole year, to the same journey of a dollar ticket for typical. Whether or not really not bad money, all sacrifice a loss of the posture, heroic lofty seduce users: Big ye often come to play ah, you see we really not expensive.
Behind the price war is the constant convergence of OTA and platform. Here we further subdivide the OTA into a platform and a pure OTA, the former in reference to the comparison of where to start, the latter refer to the same process. To where to go to represent the platform is gradually not satisfied with others do wedding clothes, from the simple diversion evolution to their agents, shelves products. To the same process as the representative OTA is full of rich product line, from the early air tickets, hotel pre-sale, to ticket agents, to intervene outbound travel. The difference between the two gradually disappeared, from the former cooperation more to the competition.
Again, the small meat to join the war. Whether standardized products, or online travel agencies, in the free line before the tide has a pain point, it is difficult to meet the personalized travel needs of users. This is not to be ashamed, the model of large companies is doomed to this fate.
The discerning entrepreneur is certainly not going to miss it. There's a cliché. It is particularly suitable to describe the birth frequency of start-up companies, springing up. Heroes each by skill, some main push characteristic accommodation, some main push travel photography, some main push island wedding, some main push parent-child customization. But the common point is that we all play free, focus on the surrounding or outbound travel, starting from the destination, spell is who can change the "Luda" of the old bad habits.
So the new pattern in Kaulajun's mind is this:
1. Platform class. On behalf of enterprises: Ctrip, where to go, ah, the same process.
It sounds like there's a lot of difference in market value and age. Ctrip market value of 6.3 billion U.S. dollars, where to go 3.2 billion U.S. dollars, the same way not listed, claiming that the market value of 5 billion yuan, to ah small pot friends have not talked about this issue.
The reason they put together, because the development of the present, these restless students basically present a large pot stewed platform status. Compared to the basic business, the site's first-level navigation is very similar, covering air tickets, hotels, tickets, with the regiment, self-help and so on. If the 28 law is applicable in the field of tourism, platform-level enterprises will occupy the majority of the future orders.
2. Insist on standardization. On behalf of enterprises: Art Dragon, Flight Butler.
This is the logic of this article. Art Dragon is a veteran Ota in the few insist to do air tickets hotel, no other small partners to choose the platform of the road. But the problem is that it doesn't seem like a good choice. The past thousand years of the current market capitalisation is only about 600 million U.S. dollars, distance from the same earliest batch of Ctrip into the industry more and more distant. With the departure of the core executives last October, the art dragon is increasingly gripping.
The flight steward is from the voyage management app to intervene the standard product typical representative, also access the use Vehicle service, basically realizes the traveling one-stop, this year may continue to expand to the dining. The previous industry view is that standardized products are basically saturated, flight Butler's advantage is that the first use of travel management features to obtain a large number of C-end users.
3. Online travel agency. On behalf of enterprises: cattle, donkey mother.
Theoretically speaking, this is the narrow sense of OTA concept, that is, online travel agents, through the cooperation with the travel agency, the product online to sell. Relatively standardized, more in line with the current trend of free line. Passers-by landed on Nasdaq listing last year, the current market value of 600 million U.S. dollars, with the end of the Beijing-East investment, and with the donkey mother reached a cooperation.
Do not have their own offline travel agencies, too dependent on the supplier is the short board of cattle, which led to quality assurance and monitoring more difficult to place. However, it is being made up from another angle, that is, expanding regional service centers with a view to communicating more with users. At the same time, the way cattle nets and the advantage of the Mother Donkey business, the former outbound travel and the latter's self-driving tour, will also form a linkage.
4. Start-up companies. On behalf of Enterprises: Island home, Big fish Self-Help tour, the next stop.
Contains two models, the destination for the focus of personalized OTA, and content-oriented travel guide categories, the former island home, large fish self-help tour as the representative, the latter to bread travel, the next station for the representative.
In fact, the user needs only one, experience. So entrepreneurs are just one thing, service. Regardless of which country the main push, main accommodation or play, we are rooted in the destination. The deeper you go, the more resources you have, the more you will travel.
In conclusion, the whole trend is that destinations become more and more important. Everything is not based on the choice of destination is a pseudo proposition. A year later, whether the tourism pattern is still like this, or have a new power, the front waves on the beach, it is not impossible. Kaulajun feel it, the world is so messy, kind to who to see, OTA can play up!