Absrtact: In the online tourism group ushered in the small Golden Week on the eve of the overnight, Ctrip threw the investment of the same process, passers-by cattle news. Feud turn lover's surprise big reversal let a lot of industry plunged glasses at the same time can not help but sigh: Ctrip this is to buy the whole China in
In the online tourism group ushered in the small Golden Week on the eve of the overnight, Ctrip threw out the investment of the same process, passers-by cattle news. Feud turn lover's surprise big reversal let a lot of industry plunged glasses at the same time can not help but sigh: Ctrip this is to buy the entire Chinese online travel rhythm Mody?
That said, although the busy laymen are cheering on "online travel giants", it seems to be far from a journalist's view. The reason is really simple:
One, from easy road with cars, a hi car rental, to the wind travel, from the cicada travels to the same route and then to the cattle, Ctrip this cake booth is big enough, but can do "holding" only a cicada travels, this could not help but let people doubt ctrip on the actual control of these enterprises how big.
Second, what we see seems to be only the cast of Ctrip, but the direction and what the inherent logic is completely missing, such as what Ctrip can directly integrate what, can use it to achieve a strategic layout, enterprises can effectively achieve synergies and so on, at least at present, the idea and effect of the implementation are very vague.
The future is likely to be the case: the current Ctrip's own business framework "pull too far" problem will also happen in its investment projects, and such results will only make Ctrip look "giant", but in essence increasingly difficult to "PA".
So, a lot of people may ask, that Ctrip in the last six months of the maneuver are entertaining? I think a few days ago an investment insider's analysis may be used to explain the problem.
According to his understanding, Ctrip's greatest risk lies in the backwardness of its model, and the technical barriers to the new model is difficult to overcome in the short term, it is for this reason, its in with advanced mode and in recent years the growth has been soaring to where the confrontation between the longer, the less the odds.
Of course, the trouble is more than this, in recent years, many new online tourism forces in the front of Ctrip erected a banner, blatantly began to encroach on its surrounding business. Under the attack of "big Ctrip", the growth of various businesses, is rapidly entering the bottleneck of development. So, Ctrip had to come up with the investment to "turn the enemy into friends", want to take this to win time, hope that there is a last chance to use capital channels to eat where.
This shows that investment for Ctrip, is actually helpless in the expedient. Imagine that the online tourism industry's plate prospects are so vast, if a business with confidence in their own business, who will be in the golden period of industry development to spend a lot of money to invest in others (not holding) rather than concentrate on their own similar business?
Ctrip's move is essentially a contraction of its own business. Even easily reminiscent of "pro" word, and sadly, since ancient times, "pro" generation are often with the weak, disarm, concede and other words accompanied.
The March Ctrip brand Impact index fell 24.6% to 54.54 from 72.35 in February, according to a survey by China Software Information Network. In just one months, Ctrip's UV number tumbled 80% from February's 3.96 million UV to 756,000 UV. More media said, Ctrip up to 80% users fled. We now look at the leak door accidentally exposed, undoubtedly accelerated the pace of the decline of Ctrip, but also strengthened its bite determination.
2014 May, the spring is thick outside the window. And now the appearance of the flourishing under the Ctrip is not the same good, which warm and cold, perhaps only Liang Jianzhang own heart know.