Confrontation Mobile Internet

Summary: Tencent Science and Technology September 2010, has been in the classified information field for many years Yiu Jingbo (micro bo) for the first time openly to the capital side of the olive branch said No!. 19th around 7:30 A.M., as the first camp of the National classification information site 58 of the same city founder and CE

Tencent Science and technology news September 2010, has been in the classified information field for many years Yiu Jingbo (micro bo) for the first time openly to the capital side of the olive branch said "no! ”。

19th, around 7:30 A.M., as the first camp of the domestic classified information site 58 of the same city founder and CEO, Yiu Jingbo through the iphone in Tencent Weibo, wrote, "received two consecutive investment from the government", but he refused.

Apart from "different" from government investors, the biggest reason is that he is now "not bad money". In April of this year, 58 of the same city to obtain DCM and SoftBank fund a total of 15 million U.S. dollars investment. Yiu Jingbo also repeatedly declared: "2009 58 with the city has been profitable, 2010 company revenue will exceed 100 million yuan." ”

In fact, with Yiu Jingbo also have confidence in the classified information industry and net CEO Yang Hao-hu (Micro bo), in June this year, after the favor of the capital side, Yang Hao-hu told Tencent Technology: "net revenue this year also reached tens of millions of dollars, as long as the control of good investment, ready to profit." ”

All this seems to indicate that the domestic quiet years of the classified information industry has been from the original difficult stage of life into the development of the inflection point of the spring.

However, 58 and net are only temporary cases. In the last three years, platform network, list network, easy to log web sites such as slow development, no one bright spot, only the customer network, lights, search and other large number of small and medium-sized enterprises have even been transformed or closed.

According to CCW information earlier data show that 2007, China's independent classified information site nearly 200, plus other sites of the classification channel, the total number of nearly 3,000. Now, after the industry reshuffle, in addition to the latest financing of several sites, nearly 90% sites have lost the opportunity to grow up independently.

In particular, Baidu, home and other "outsiders" began to dabble in this field, originally occurred in the traditional Internet classification information industry in the war, but also in the field of mobile Internet spread ... In the face of ever-falling entrepreneurs, a more ambitious and tragic war is beginning to kick off.

Baidu and other "outsiders" involved

Recently, the "outsider" invasion caused Yiu Jingbo and other people's unease.

Tencent Science and technology learned that online housing information platform for tenants of the good rental network is planning to dabble in the field of classified information. Baidu in addition to "have AH" into the field of classified information navigation, but also with a number of traditional media cooperation, pull dug Kim in the local Life Information Search service screen.

According to comscore, a global Internet monitoring and Analysis agency, the average growth rate in China's classified information industry today is higher than that of web sites such as portals and real estate, becoming the third fastest-growing Internet area following portal sites and search engine websites.

And in foreign countries, the fastest growing is not Google, but the originator of classified information site of the United States Craigslist.

The site's traffic ranked sixth on the list, surpassing ebay and Amazon, while in the ranking of mobile-phone traffic, Craigslist even surpassed the top-ranked Google. At present, the site's annual profit of more than tens of millions of dollars, in North America every day more than 40 million people in use.

Data agencies predict that the 2010 China classified information Web site will reach a market size of 60 billion yuan, the next few years will usher in its boom period.

One investor also admits: "The domestic classified information field, after 2007 years of industrial Bubbles, the 2008 financial turmoil Baptism, the 2009 tepid stage, now is entering a benign development of the inflection point." It is the best time for Giants to get involved at this point. ”

However, the intrusion of internet giants and traditional companies means that the shuffle is intensified. For small and medium-sized websites like platform network, if there is no financing in the future, they will likely become the second batch of cannon fodder. Previously, 263 online, lights and other sites have been sold or closed.

Confrontation Mobile Internet

"This is our second ' child ' and the key to our future winning classification information field. "In September 2010, NET mobile phone client launched, Yang Hao Chung cloth his" mobile internet age "of a pawn.

At the same time as net accelerated research and development of clients, 58 of the same city is also busy: they set up a wireless division, while working together Unicom, Baidu and the portal to jointly expand the mobile internet market.

Yiu Jingbo in the Tencent technology connection also revealed that 58 of the same city will be the end of October this year with net client similar new products.

The two classified information sites "veterans" are launching a new confrontation with mobile clients.

Industry commentator Liu Xingliang that the information provided by the classified information Web site such as housing rental, second-hand goods trading, job search and other life messages, because of timely needs, in the convenient mobile internet era, mobile phone growth space is much larger than the traditional PC Internet. This is also the 58 city and the market scramble to layout mobile phone terminal root cause.

According to the CNNIC report, as of June 2010, the number of mobile internet users in China reached 277 million, compared with the end of 2009 increase of 43.34 million people, the growth rate of 22%, the mobile network is undoubtedly a huge business opportunities.

In fact, in the wireless internet gradually mature, the price is declining the positive mobile Internet environment, 58 with the city and net years ago has launched a mobile internet based products-classified information WAP site.

But "compared with the traditional WAP site, classified information mobile phone version of the client to start faster, the most important of its based on GPS positioning search can achieve real-time positioning, and support photo upload and other functions." "In Yang Hao-hu's view, the future who can access the mobile phone classification information of the client market, who can grasp the category of information in the field of winning."

Change of attitude of capital side

Three years ago, Chen, chairman of the Oak Group, said: "The classification of information needs are not enough, now do is a bubble," "investment in this field VC is rich no place to spend."

Three years later, his views are being quietly overturned: in the wake of the "death" of nearly 90% entrepreneurs, domestic classified information websites are showing new competition. The three-year silent war that has taken place in this field has allowed a few leaders to survive for a long time.

As early as 2007 ago, the domestic emergence of nearly 3,000 classified information Web sites: including the current popular Renren, 58 with the city, easy to log on the net, net, Word-of-mouth Network and guests gathered (renamed Bai) and so on. The classified information site was even described as "the next gold mine after the SP and online games". However, the slow heat of the industry finally let many investors eager to see the results of the retreat.

From 2006 to 2008, there were few major investments in this area:

2006, 58 with the city has won the soft silver race rich 5 million dollars in the first round of investment, two years later in 2008, the soft silver race rich additional 40 million yuan.

2007, the search for d&h capital and Asian Groove HK Fund Powerway Company 120 million yuan, after the lack of financing below.

NET previously had no capital to invest, relying on the licence to rent to Google for some investment, in June 2008, Net won the venture.

In the two years from 2008 to 2010 April, the classified information industry plunged into a slump in investment. During this period none of the classified information sites obtain a large capital investment. January 2010, 263 online forced to sell to net

In April 2010, 58 of the city received 1500 U.S. dollars in investment, 1 months later, net also won the Nokia Growth Partner fund and Blue Venture investment of 20 million dollars.

One investor told Tencent that at present, in addition to government capital because the concept of "Internet of Things" is going to invest in classified information, some of the deep pockets of VC are also behind the scenes to find the right action object. "The reason why investment is bullish, because the classified information itself has a huge user, after four or five years of domestic market cultivation, coupled with the increasingly sophisticated mobile internet, the Damned has died, the harvest has begun to harvest." ”

Profit remains to be broken

In fact, while classified information veterans, newcomers and capitalists rekindle their enthusiasm for classified messages, there are still deadly risks in this area: a profit-making model.

Earlier, the industry has nearly 3 years of domestic classified information Web site has been a major retreat due to the following reasons:

One, the classification information website technology threshold is low, the content homogeneity is serious, many websites cannot form the strong brand influence.

Secondly, the profit channel of classified information is single, mainly comes from the merchant pays, the member, the sale advertisement and the search engine's joint promotion and so on, the advertisement market is limited, the income cannot advance by leaps and bounds, to the capital side dependence is high.

According to sources, although 58 with the city and net spent the most difficult 3-4 years, but the domestic classification information site is very low profitability. Industry suggestions: The mobile classification information market to the two or three-line city breakout, and linked to the internet of things, for the current enterprise, perhaps two good path.