Art Dragon and the same Cheng both announced a strategic partnership

Absrtact: In Ctrip, Baidu and where to go to the internet between the scandal has not settled, with the industry's competitors in the Art of the Dragon and the same way open both sides of the relationship, and the matchmaker is likely to be one of the mutual shareholders: Tencent. April 10, the Art Dragon and the same Cheng

In Ctrip, Baidu and where to go between the "gossip" has not settled the dust, with the industry's competitors in the Art of the Dragon and the same way openly both "love", and "matchmaker" is likely to be one of the mutual shareholders: Tencent.

April 10, Art Dragon and the same Cheng both announced a strategic partnership, Art Dragon will be the sole responsibility for the same process to provide mainland China's front desk is paid hotel and group purchase Hotel inventory, the same process will be the exclusive responsibility for the Art Dragon to provide the inventory of attractions tickets.

"Defensive significance is greater than offensive meaning", Analysys International senior analyst Sun Mengzi This analysis of the cooperation. Whether this can affect the current online tourism market, including Ctrip, Mother Donkey and other competitors have a cautious view.

The pursuer changes the array

"(two cooperation) in essence, the market share of Ctrip will not have any impact." April 11, Ctrip Vice President Mr. In an interview, said, "two or different companies, if cooperation, from all aspects is still not easy." ”

The senior manager of Donkey's mother also expressed similar views to reporters. But it obviously has a different meaning for the same process or the art dragon.

The cooperation between the two sides is the same process in the acceptance of Tencent received 500 million yuan after another new initiative, in accordance with the current company "tickets + hotel" mode of operation, with the advantages of the hotel Art Dragon Cooperation, the road to development is more clear. In contrast, the art dragon in the ticket business layout is somewhat abrupt.

"We are pleased to be able to take the advantage of the Art Dragon's domestic hotel inventory to provide the same process, at the same time for the art Dragon users to provide new attractions ticket products services." We believe that the strategic cooperation agreement reached by the vast number of users, arts and crafts and the same process is a win results. Cui, chief executive of the Art Dragon, described the cooperation.

At the end of February, the Arts Dragon issued the fourth quarter of 2013 and the full year earnings. 2013 Yi Long net loss of 168 million yuan, which is its annual profit from 2009 to achieve the first annual loss of five years.

Despite the unsatisfactory business, but at the time of the show, Cui was still very confident about the hotel business: "What we have to do is to be more competitive in the core areas, not to say that it is unrealistic to expect another non-core business to save our core business." ”

Tencent self-defense counterattack?

According to many reporters learned that, apart from the strategic cooperation with the same process does not say, in fact, the Arts Dragon has been in private contact and business model outside the main businesses, such as the ticket business involved. This is the current fierce competition of online travel companies in the new battlefield.

Executives at an online travel company were not surprised when they talked about the art dragon and the same journey: "The art dragon did not come suddenly because the dragon had already discussed the relevant issues with the mother of a donkey with a lot of quality ticket resources." ”

But the two sides stayed at the discussion stage and then went nowhere. Until the link between the Arts Dragon and the same journey appeared, and this link is the current Internet one of Tencent.

As early as 3 years ago, Tencent began to enter the online tourism market, looking at the Art dragon and the same process of the shareholder list, Tencent is impressively in the column. Earlier, Cui also in the public occasion mentioned hope to get Tencent support.

Over the past 2011 years, Tencent has made its first major investment in the travel market since its inception-investing 84.4 million dollars in the art Dragon as the second largest shareholder of the Art Dragon. In 2012, Tencent made a tens of millions of yuan investment in the same course, and in February 2014 a new round of 500 million yuan was invested in the same process.

The industry believes that the art dragon has not chosen in the ticket market has a lot of high-quality resources of the donkey mother, but the choice and with Cheng as a strategic partner, behind the power of the hands of the force.

As for the choice of this sensitive point of time to launch this cooperation, Tencent obviously has its own plans.

"Ctrip, Baidu, to where the news regardless of true or false, Tencent does not make a little reaction is impossible." Its master of online tourism resources, Art Dragon and the same Cheng Tu is not bad, so first to integrate resources. ”

Sun Mengzi to reporters that if Baidu holding Ctrip into the real, "where + Ctrip" will become an online tour of the Big Mac, will have a great impact on other several. "So to play a time difference, Tencent will be able to mobilize the resources to integrate, in order to prevent the formation of Big Mac after the market fluctuations, to make changes in advance there is no harm." ”

For the current market of various merge news, Mr. Feel very normal: "Now Bat (Baidu, Alibaba and Tencent) are very strong, there are a lot of funds are expanding, for bat, whether it is acquisition or share, should be the choice of market segments of the top three." ”

But in Mr. 's view, holding Ctrip is not easy, "the current market value of Ctrip is very large, this need to do, there are many unresolved and need to solve things." ”