Ctrip and where to go, negotiations are underway.

According to Bloomberg News, the online travel website Ctrip and where to go on a variety of negotiations, the two sides or to achieve cooperation or mergers, but still in the early stages, may even eventually be unable to reach an agreement. Yesterday, the morning paper reporters asked the "gossip" of the parties, considering the listed companies, the parties do not comment on this.

However, analysts said, in the long term, Ctrip and "BAT" (Baidu, Alibaba (rolling information), Tencent) The three giants of the possibility of cooperation is relatively high. The famous Science and technology website Donews (Matador) quoted "The person who knows the material to explode" The dispatch pointed out, where to go the founder, the CEO Zhungchengsu very likely actually to go where Ctrip merges the entity. The article also said, "The outside world has been guessing who is where to go, the promoter of the merger of Ctrip, many people think that Baidu's intention behind the drive, but now it appears that the case is by Ctrip's large institutional shareholders in the promotion." ”

Stimulated by the above news, Baidu and Ctrip share prices rose continuously, Ctrip's total market value of more than 7 billion U.S. dollars, Baidu's total market value of more than 55 billion U.S. dollars.

Baidu Hand Ctrip? Reasonable

"In the investment strategy, from the investment to where, PPS video to 91 wireless, glutinous rice network can be seen, Baidu is inclined to wholly-owned or holding." "said one analyst. There is news that Tencent shares in the public comment on the 20% before, Baidu did talk, but the negotiations in the holding of the final hold of the differences.

This February, Baidu CEO Robin Li said on the acquisition, many vertical areas of Baidu is very important, will continue to travel, online video and other areas of strong investment, ready to invest. The vertical area of development is mergers and acquisitions, or internal development, depending on what opportunities exist in the market, "if you find the right target, mergers and acquisitions, if not found, on the internal development."

From this point of view, Baidu to Ctrip's coveted reasonable.

Compared to last year in the capital market, Baidu appears relatively quiet this year. Taxi software subsidy war, capital level acquisition war, not much sound. In Baidu, the biggest attraction is the tourism o2o field, O2O is a typical use of the scene, whether it is air tickets, car rental, hotels, tourism, and so on, and mobile, map and location-related, but and offline merchants of high degree of information, Baidu in the mobile end of the biggest advantage is the map, LBS (location-based services), This and Ctrip also have the possibility of sharing resources.

Baidu's O2O Strategic layout

This gossip side shows the sense of urgency of Baidu's layout in the O2o field. But unlike Tencent, Alibaba, Baidu in the Mobile field layout is mainly in search engines, technical support and data flow. In search engine aspect, Baidu has Baidu client at mobile end, Baidu map and so on app, user number in 400 million and 260 million respectively, market share is above 50%. Baidu Map, now from the navigation service tools into a location-based life service Portal. Up to now, we can provide 30,000 restaurants booking service.

In addition, Baidu launched last year, "Light Application", but also O2O entrance, including tourism, life services and maternal and child, medical and other fields. In the data to get through, Baidu focused on supporting glutinous rice network, completed and Baidu map data through. At the same time, Baidu and handle, litters nets, Ctrip, Art Dragon and other in-depth cooperation.

At present, Baidu has 14 "billion-Class club" app. Baidu needs to put these 14 application string up, through large data analysis and so on to control the user in the mobile end of the O2O demand, and then use Baidu Map to undertake distribution to the surrounding merchants, complete O2O closed loop. O2O layout A key issue is to pay, it is expected that Baidu will have a layout.

April 2, Baidu has just announced that has been issued by the Securities and Futures Commission to pay the fund sales license, through this link, first to cultivate users to use the "Baidu wallet" habit. This approach is similar to Alibaba through the balance of treasure, Tencent through micro-letter financial management through. In addition, the previous launch of the Baidu Financial platform, joint fund companies push hundred and hundred earn, accumulated a lot of users, in the mobile phone end also launched the app Baidu, the next step how to fill the O2O process of payment link, there is no small imagination space.