Ctrip questioned where to search injustice: Hotel Direct battle upgrade

Xiangxiaohui

Ctrip and where to go, this pair of online travel "old enemy" between the enmity again escalated.

Recently, Ctrip initiative will 23451.html "> Hotel products from where to go online, and accused of" where to go through a large number of ' vest ' agent priority sorting, destroy the fairness of the search price platform.

Where to go the response to this is "indifferent", where to go the relevant people told the "China Business newspaper" reporter, "our own direct sales of the hotel is very large, ctrip to come and go has no effect on us." ”

"Star hotel Market we are going to fire head-on." Ctrip the highest profit from star hotel, this battlefield can not be avoided, I just want to and Ctrip head-on confrontation. "Where to go?" said the person concerned.

Shelf Events

Ctrip and where to go to the network of the Hotel competition for a long history, in the industry's view, carrying Cheng in inventory, to where the net longer than the flow.

"Ctrip a year ago to find their own," where the relevant people told reporters, Ctrip last September to seek out where the network cooperation hotel business, hope to go where the platform to increase traffic.

A year later, Ctrip will hotel products from where to go online, and publicly accuse where to go through a large number of "vest" agents, and rely on priority sorting and display, undermining the impartiality of the search platform, its so-called search platform for the fairness of the total loss.

Take the hotel search results as an example, where to search for hotels, showing that the former agents mainly include "Hotel direct" "Five-star Tourism Network" "Star Tourism Network" "Travel Kyushu" "Flying Network" "Dapeng Network" "Yi Cheng Travel Network" and so on, after opening the booking interface, the Merchant Service hotline for these booking sites is 10101234, And this number is exactly where to go network customer service and complaint hotline.

Ctrip related people think that these hotels are where to go "vest" agents. "In order to reduce losses as soon as possible, in addition to reducing the cost of personnel, through technical means so that their ' vest ' to get more display opportunities, can be very direct to get more profits." ”

In the second quarter of this year, where to lose about 420 million yuan, loss margin exceeded the revenue, its sales and marketing fees and other sustained high-speed growth. Ctrip believes that in order to rapidly expand the direct signing of hotels, group buying and other related business development, where to continue to increase sales and push personnel, significantly increased costs, resulting in operating pressure.

Compared to Ctrip's public accusations, where to respond to appear "indifferent." "The volume of our own direct selling hotel is very large, and Ctrip has no effect on us." At the beginning, where to go net ticket in 2013 more than Ctrip, platform there is no the latter; the same to the hotel business, Ctrip is the next frame, can also be ignored. ”

Where to think, Ctrip Price high orders are not good, is the main reason for their offline. "Ctrip's price has no advantage. Carrying Chengqiang in the hotel inventory, where to do strong traffic. We can cooperate with each other, do not want to go, there is no need to blame each other. ”

For the existence of "vest" agents, where to the relevant people to the reporter responded: "We are unified customer service, the phone is like a vest?" The person pointed out that the current situation of the hotel industry is confusing, the service is very easy to be complained about, unified customer service phone to protect the user's sense of security, where also can be quickly tracking processing. He further explained that where to set up a margin mechanism, all entered the business with where to sign a deal, if it is a business problem, where will first pay consumers and then recover.

The Battle of the patterns

All along, Ctrip and where to go is considered to be the two models of online tourism, Ctrip is online sales to inventory and products, and where to go to the net is to search parity, to technology.

Now, Ctrip strongly criticized where to "in the comparison platform and OTA two modes between the two sides", for OTA is unfair.

"Where to go is simply to be both an umpire and an athlete, so what is the fairness of parity search?" "People in the Ctrip market said angrily.

"This is also the international, does not say which mode is to search which mode is OTA, actually also slowly fusion." Where to go? The core business model is O2O,O2O to do the closed loop, be sure to do offline. "Where to go?" said the model is not important, "where to do the technology, the front of the technical things have been done, to sign a direct hotel is a manual job, very simple." From the business logic, we can do it ourselves, why not do it ourselves? ”

Where to? CEO Zhungchengsu also not taboo so-called "mode of change", he frankly, in fact, from last year's Ota collective "next door" incident began, to where has been in the more direct sign hotel.

"Last year," After the door, we began to do a direct hotel business, before we feel that there is no need to do their own, but after the storm we see the business as a whole hotel directly to do not do a good job, since then, then we will do it well. Zhungchengsu said that in just over a year, to where there have been about 170,000 hotels, mostly in the Chinese market, the future goal is to all hotels in the country to cooperate with the direct sign.

Ctrip data show that in the world a total of nearly 600,000 cooperative hotels, including direct signature and other ways, of which, the Chinese market has more than 140,000 cooperative hotels, the basic are directly signed hotels. From the data point of view, where the growth rate is staggering.

The Battle of the Giants

Insiders pointed out that the "next door" behind the online tourism, especially in the field of fierce competition in the hotel sector.

Wu Sanmao, a U.S. stock analyst, believes that Ctrip is still profitable in the current fierce price war and relies on the lucrative profits it generates from its hotel business. Where to go to the net to achieve a more than Ctrip or even higher status, must specialize in the hotel.

Chang, chief knowledge expert, said, "In fact, the initiation of Ctrip and where the ' waistcoat war ' is the root cause of the direct signing of the hotel's contention, Ctrip is the most resentful of where to go silently signed a lot of hotels, and then put on other agents ' vest ' priority sales, to know the direct sign hotel is the most direct resources. ”

Ctrip in the "next door" incident at the same time, to where to announce the hotel wireless, direct sales hotel, the total between the night hit a triple-record high. Where are you going? Yangchangle, product director of the Wireless division, said, "Where to go to the network Wireless Hotel overnight volume again high, among the direct hotel overnight volume also hit a new record." "At the moment, the net is expanding at a fast rate of twenty thousand or thirty thousand hotels a month," he said.

The latest quarterly earnings show that 2014 Ctrip Q2 's revenue growth was 38%, and where it was 127%. Among them, Ctrip booking volume growth of 64% year-on-year, booking volume than the first quarter of 67% growth began to decline. And where to go. The total number of nights in the hotel room was 7.3 million nights, an increase of 105.2%.

As for the back of Ctrip, to where to start the positive into Ctrip to occupy the advantage of the high star hotel market. It is reported that where to go to the network from the two or three-line segment of high-end hotel to start, to "Chinese cabbage price" selling five-star hotel. And Ningbo is the first stop of its test water. From September 15 to 30th, where to go online booking of the five-star hotels in Ningbo, October 10 to December 30, is only 198 yuan, and in the same case these hotels will be more than 500 yuan.

"Ningbo has 19 star hotels, we signed 16, about 20,000 rooms." "Where to go," said the person.

Not just Ningbo, where to go the network will be the national city to be graded, in addition to the North wide, followed by not only the traditional provincial capital city, but also includes Ningbo, Suzhou, Wuxi and other East-level cities, especially the Yangtze River delta region.

In the high-end hotel market, Yangtze River delta area has been the traditional advantages of Ctrip, in the industry, where to go to the high-end hotel competition strategy is undoubtedly the lifeblood of the attack.

"Star hotel Market, we are going to fire head-on." Ctrip the highest profit from star hotel, this battlefield can not be avoided, I just want to and Ctrip head-on confrontation. "Where to go?" said the person concerned. Before, where to go net CEO Zhungchengsu in the second quarter earnings analyst meeting has disclosed, where to go the net has been below the Samsung low-end hotel market dominance, the future will also quickly expand in high-end hotels, will not abandon the hotel business of any market segments.

"We don't want to rely on big Ota to survive," he said. "Where to go?" said the person concerned.