Online travel in winter, 2015 or more

Giant melee stalemate, and destination blue sea market entrepreneurs, this year two main forces parallel intertwined, the giant grab food, entrepreneurs also from the hands of occasion.

2014, the most memorable one is the online travel OTA, platform between the tragic price war, the strength of the funds to escort, relatively weak to seek "spell dad", "Hug Regiment", during which the Giants also gradually from the pure online model awakening, acquisition or investment travel agencies to implement the offline services, Capital will also promote the transformation of traditional travel O2O, and to 2015 years, after the smoke or can see who the main ups and downs, the other side, the departure of the general trend of travel, destination tourism has become the second half or even 2015 years of a hot spot, a large number of start-up companies, investors optimistic, the Giants And this battlefield may be more than who is the layout of fast, good products, excellent service.

OTA, platform War-induced online tourism winter, or will usher in the 2015

Admittedly, the market for standardized products has no start-up lizhuizhide, and the capital consumption between OTA and platform will result in 2015, when the company with abundant funds and high execution efficiency will stay, otherwise, it may be eliminated by the way of merger.

Ctrip at present market capitalisation of more than 6.3 billion U.S. dollars, the share of the first, the third quarter after the cash and short-term investment funds up to 1.8 billion U.S. dollars, price war, platform, internationalization can be ctrip in the 2014 mapping. With Cheng 1 billion yuan dozen price war, before and after the same time to invest in the same process and cattle, in order to win the Alliance way to protect market share. In addition, the early 2015 acquisition of the British cheap ticket website travelfusion can be seen, even if the price war, but also to stop the pace of the internationalization of Ctrip.

Where to go? The current market value of more than 3.2 billion U.S. dollars, the third quarter after short-term investment funds, such as nearly 300 million U.S. dollars, open platform, price war, O2O is where to go in the 2014 keyword. Where to go? Open Data interface and resources, to 1 billion yuan to support tourism entrepreneurship, to build their own online tourism ecosystem, through the future can seize more market share, and a few days ago, "How to compete?" How to lose money? , the determination of the price war is also evident. On the other hand, where to "brush the list" to do not accept, and then financed the acquisition of travel, strategic layout o2o. My Kryptonian colleague said, now is the price war, then the next estimate will have to melee.

Art Dragon's current market value shrank to 619 million U.S. dollars, the third quarter after the short-term investment funds, such as only about 300 million U.S. dollars. 2014 When the art Dragon is troubled-high level turbulence, frequent accidents, the second half is the rumor that will be acquired, but the difficult art dragon is hard not to let people guess it may in 2015 this way end.

Passers-by in May 2014 on the Nasdaq listing, after the end of the Beijing-east, Ctrip, such as a variety of 146 million U.S. dollars investment, the current market capitalisation of more than 600 million U.S. dollars, short-term investment funds, such as actual 250 million U.S. dollars. In the build-up to prepare for the capital, as well as its own strong with the group tour business, the cattle will be the strategy to sink to the two or three-line city, through the establishment of offline stores to improve user conversion rate.

The same process has not listed in 2014, respectively, Tencent and other 500 million yuan, Ctrip 200 million U.S. dollars capital injection, the official said the market value of more than 800 million U.S. dollars. "1 Yuan Tickets" marketing to the same mobile end of the download amount of billion, mobile phone QQ, micro-letter access to the same ticket information, injected a new vitality, the same process will also be weekend tour to solve the problem of user retention, the use of low frequency. At the same time, the same process will be overweight outbound travel, and Wanda reached strategic cooperation, integration of its 11 travel agency resources, build O2O service system.

Beats, more money, good Jia, bat and other online tourism market layout

2014, bat in the line tourism field most of the layout must be Ali, Tencent also in different segments of the investment, and Baidu does not seem to have too much action this year, Jingdong is optimistic about online tourism business, and constantly fill tourism products to create a one-stop service platform. BAT and so on money is one, the important thing is that they can also give their own flow, social and other advantages to support.

There seems to be where to go this one killer enough, Baidu 2014 in line tourism field did not have a larger action, regardless of the rumor to buy Ctrip is true or not, see Ali so radical play, do not know 2015 will not sit on the rise of two.

Go on. Before being split apart, Taobao travel market share is insignificant, but now look back to Ali's online tourism eco-chain is approaching perfection-except to go Ah, September 2014, Ali listed after 2.8 billion yuan stake in the stone, the two sides through IMS, to build Ali basic services capacity; July, the joint balance treasure launched after the payment function " Tourism Treasure ", March, look at the outbound market, strategic investment Bai Travel network. From the front end to the background, from resources to the source, Ali has covered all aspects of online tourism, strike, go AH product quality, service experience is still its mishap.

Tencent separately invested in the same process, focus on the tourism products of overseas destinations of my interest, as well as mobile end UGC travel Community bread Travel, three focus on different areas, can rely on Tencent's strong social relations to obtain traffic advantages, but at present, Tencent does not integrate these resources to play the synergy effect of the three.

Beijing East in early 2014 to buy tonight Hotel specials, the second half of the Royal Caribbean International Cruise's high-end brand "the acme of the Millennium", December again to 50 million U.S. dollars in the way cattle, the two partners after the cruise products will also be on line cattle online, Beijing-east optimistic about tourism channels, integration of resources to create a one-stop service platform.

Exit free line is the trend, destination tourism market fire fire

Destination tourism in 2014 has become a lot of attention in a field, this article divided for the destination of electricity, destination chartered, car rental platform, people or content as the core of the application of several categories, investors are more optimistic about the destination of the electricity business. Originally thought 2015, this field will be another strong battlefield outside the Giants, can be a few days ago Ctrip "Local play" project online, seemingly left to the start-up market time is not too much.

Destination electric business refers to the destination products and services such as tourist attractions, tickets, car rental, day trips, etc. at present I know that there is my interest, be ctrip acquisition of the wind, focus on the European and American market Road line, play, sea play, Amoy on the road, as well as love to travel, the main island of Taiwan, the fish self-help tours, seven continents, passenger road, Focus on the European market to take the guests, o le, swim ah, and so on, in addition, there is a power to be reckoned from the merchants, some of their products also include destination accommodation.

Some of the company's great strides are worth drawing on: Road line was established in the United States, the resource side of the control more advantages, and focus on the technology to optimize the online booking experience; Love travel to outbound travel special selling started, to attract users for the destination tourism products diversion; fine tillage products quality and service, establish word-of-mouth through user experience Passenger road is the main destination characteristics of products, with differentiation advantages.

Users to the local is a process of enjoying the service, in the view of the founder of Jiangyue, the service is one of the biggest barriers to the destination market, in addition, in the expansion of other countries and regions, the need to understand the work of others, laws and regulations, reconciliation mechanisms, which are more difficult, So good supplier and resource management is also in the construction of barriers. The 2015 will be a competitive year for the destination market, but the pattern may still be over two years after the Ming Dynasty.

Use car field this year fire to have no friends, but outbound travel car market is not big. This area is divided into two types: renting a car in September to complete a round of tens of millions of dollars in financing, the founder of Ken said at that time, outbound travel has a 20% growth in space every year, and the car/self-driving segment of the market is growing faster, quarterly composite growth rate of 100%, 2014 growth rate of nearly 200%, The field also has a April 2014-wheeler Rental, although the market is not big, but Ctrip, to go where there is not spared this piece, while the chartered has a peer-to-peer mode of chopsticks travel, and has been spread in Asia market Dingtaxi ding-Ding chartered, the founder wants to "division-guided" way of connecting the tourists in the destination " Eat and drink to buy entertainment.

And people as the core of the destination tourism, for example, peer-to-peer tourism model there are tagalong, guest praise, fresh passengers, hada travel, Take me, meatball earth, lazy people, such as tour, these projects are for the user docking destinations, local people or travel tatsu, I hope they can provide users with tourism planning or access services, Users can not take the popular route, but have some depth experience. There are also intelligent tour, Fong travel, such as the talent and its route for the bright spot of the application. Although 2014 this field of projects in an endless stream, but once tepid, a service quality, User life security is difficult to protect, there are products of the profit model needs to explore and so on, but undeniably, growing and mature free line or for such projects to create a viable premise.

This category of products, the individual is more optimistic about the wisdom of swimming, the second half of their launch of the "Oneday" series of products, to provide users with the characteristics of a day trip route, but also pay attention to help people realize its "long Tail value", founder Wangbo has said that the people are its core resources They will also try to pack up the talent and their unique routes, such as filming and making travel videos for them, so that differentiated products, personal brand premium changes to build the intellectual tour of the barriers, but this model is heavier and more copy will be difficult.

Content refers to the introduction of UGC and travels, this kind of application has been poor network, MA honeycomb, bread Travel, on the road these four strong players, they almost all have completed the "Community content accumulation, structured refining value information, commercialization of the three stages." Poor tour after 10 years of contention, the current accumulation of more than 55 million users, a series of functions have been introduced in the market coverage of the line, on the road is to launch an independent application Amoy on the road, make up for its short plate. And then the founders want to enter this "information redundancy" of the field, can only say that the time has passed, the road resistance and long, also difficult to have lizhuizhide.

The tourism market is growing fast, and even if the ceiling is close, entrepreneurs are expected to create a new pattern

2014, China outbound travel over billion, overseas consumption up to more than 150 billion U.S. dollars, tourism can be said to have become the people's life itself, and the lack of tourism products can not meet the growing needs of people, start-up companies can still be in the "gap" to explore new opportunities, that is, more detailed, more diversified direction.

Looking back over the past year, a population-orientation service has emerged, such as parent-child tour, the future if you can become a large vertical area of the company, may be able to promote the entire industry shuffle; differentiated, localized products more to win the user's favor, the giant admission are not afraid (because the latter is more homogeneous, standardized products); after Airbnb, Sharing the economic model of the project may also be attracted attention, such as foreign countries to eat as the theme of EatWith, Plenry, and the domestic currently there are rice, Eatwithchina and other similar products, "tourism +x" model to meet the long tail market, but this imaginary space is still yours.

Business-to-business market, peripheral travel, housing short rent, etc. are also a lot of people, but here is not listed. Now, just listen to the people in the industry how to review 2014, Outlook 2015:

Passers-by New Utond

2014 Online Leisure tourism industry, the rapid development of the customer experience, the rapid growth of the two or three-line urban areas, cruise, learning, custom travel and other new categories of high-speed growth; visa policy relaxed, destination more and more rich; the capital market is very active, investment and financing, mergers and acquisitions; wireless service fast Upgrade The fast growth of service providers online services.

2015 will be the online leisure tourism industry will be further rapid development, the market pattern to determine: two or three line further rapid growth of the market, industry chain efficiency further upgrade, consumption upgrades, consumption level division more clearly, the rapid growth of diversified demand; Differentiated competition is obvious; wireless services continue to grow rapidly, industry integration into a new phase, the market pattern is determined.

I'm interested in travel net Huang Zhiwen

Online giants between the melee, competing for market share, the total number of mobile downloads, means bottomless, have been plunged into losses, and huge financing for the coming year to prepare. 2014 destination Electric business ushered in the spring of overseas destinations, all kinds of investment boom, all kinds of models to try the wrong, blossom, in the field of epoch-making, in the continuous trial and error in groping forward.

The Battle of the Giants will continue, and companies without capital support will sadly withdraw, industry mergers and acquisitions are more frequent, and start-up financing is relatively difficult. The 2015 destination of the field will be plowing, the development began to differentiate, the investment side more optimistic about this area, the industry pattern is gradually formed.

World Fangcan Xu Qing

Online tourism industry-wide keywords: platform OTA vs OTA platform

Where to go and Taobao travel represents this year in the platform model of the players, platform mode refers to the platform itself does not do products, but through the platform's flow effect, can gather a large number of suppliers, aggregation of rich product resources, to provide customers with rich and diverse products. But the platform is difficult to solve the pain point is also the supplier or merchant's ability to be inconsistent and lead to the service is not uniform, irregular problems, which greatly affected the platform's service reputation-customer experience and even the customer base streaming, this pain point in the mobile internet era was magnified. Where to go OTA-style direct mining, as well as Taobao travel stake in the stone to do hotel direct connection, is the platform in this regard.

Ctrip represents the OTA model, for the change of self subversion and price war and other needs, towards an open platform model: Open inventory, attract suppliers to provide products, with the good service experience of their own products coupled with the rich and low-cost open products, to the platform to go to war.

In the 2014, the two models, competition among giants makes China's online tourism appear different from previous years of more drastic changes, driving the Chinese tourism from offline to online to wireless drastic changes, but also let customers at a lower price, more convenient way to have more consumption options.

There are several noteworthy points of concern in 2015:

1. When Ctrip starts attacking

Over the past few years, we have seen is Ctrip's defense, see is the art of the price of the war offensive, where to attack, Taobao travel attack ... If the 2014 is ctrip in Liang Jianzhang return after the turn of the year, 2015, we will see Ctrip's official offensive! What will the attack of Ctrip look like? Perhaps, four quarterly deficit, the whole network parity, the first show after the price, united private rooms and so on products, just a start. What will happen to the whole industry after Ctrip's attack and what is its nuclear weapon? Deserves the attention of the industry.

2. Shuffle year and The Twilight of the Gods

In the 2015, the new economic normality, mobile internet, and price wars will come more violently. 2015, will be a shuffle year, for the offline group travel agencies, the traditional business trip company, small and medium-sized agents will be so, for mango nets such as small OTA will be so ... For the Arts dragon, Taobao Travel, some of the gods, may be the need for new capital-new shareholders-new capital movements, otherwise, perhaps the beginning of a twilight?

3, the New Balance, the new economic normality, price war, mobile internet, consumer upgrades and other factors of the intersection game evolution, will make the online tourism shuffle, break the old balance, will also evolve a new balance.

The old business model and the profit way, such as the zero difference of the group tour, the agent's ladder difference, the middle difference under asymmetric information, etc., will be replaced by the brokerage Commission and service fee mode of free line, destination tourism, business trip management, etc. In a price war, shorter and flatter supply chains and information transparency will also make it possible for older players to come out and make the new players truly core competitive and able to "service experience" the core elements of travel to the fore.

4. What is the future?

If the future of online tourism is mobile internet, share economy, destination tourism, cloud technology, internet finance. So where did the 2015 online tour go on the road to the end? Some innovative startups, such as the world Fangcan, explore in the hotel and destination tourism cloud technology and mobile Internet, I am interested in overseas destinations to travel, to find the best in the business eco-finance, drop in a car carpool, such as sharing the economy, green Cloud in the PMs cloud technology exploration, etc., will likely give the future of China's online tourism a new puzzle.

Bread Travel founder Peng

2014--

1, low online permeability and huge market growth space, attract a large number of capital influx of online travel;

2, standardized travel products fierce competition (hotel, package products), become the industry giants in capital and resources of the game field;

3, many start-up companies and industry giants invest in resources to standardize products (destination activities, etc.) standardized (connected to the Internet).

The travel industry will continue to grow rapidly in the 2015 and the competition will be more intense – first, there will be a phased outcome of the price war, and a lack of capital and resources will be eliminated, with the indirect benefit of substantially increasing the penetration rate of online travel. Second, more non-standard products will come into the net, online travel purchase experience will be greatly enhanced. Finally, the purchase of travel products based on social scenes will gradually become a trend.

Pig Short rent Chen Yu

If the 2013, the domestic share of the economic industry is "stick", the 2014 more is "growth." We are delighted to see AIRBNB, Uber and so on to share the economic concept of the start-up companies gradually grow. Not only is the astonishing valuation, there are more and more users to identify, accept, to share their spare room to others short-term residence, which has become one of the fashionable lifestyle, give the share of the economic field of great confidence.

2015 may be the year of sharing the economy, or the year before the industry broke out, as users of idle resources increased, sharing the economy not only in the "car" and "room" two of the force, more entrepreneurs will see opportunities, such as the sharing of idle parking spaces, sharing of idle clothing, Even the entrepreneurial projects that share personal free time are springing up.

Sharing the economy, especially short rental accommodation, is a business type that takes time to polish. There is news that Airbnb will officially enter China in 2015, we also welcome foreign friends, but also the originator of the economy to share the domestic short rental accommodation business development and growth.

Rent a car, Ben.

2014 outbound travel market continued to warm up, a number of start-up companies, with the support of a large number of capital to maintain high-speed growth. BAT, the Big Three, has also been snapping up the online tourism market. In addition, 2014 is worth noting that mobile end products and services are widely accepted by users, the application scene in many links are validated, products and services cover the entire journey of users. Another piece of concern is that the business-to-business market has undergone a major change, including the acquisition of Bamboo Chuk Yuen and other generous, business-to-business integration and exerting force will accelerate the online outbound travel industry shuffle.

Benefiting from the relaxation of the multinational visa policy after the APEC meeting, more Chinese users will experience outbound tourism. The various segments in the online tourism industry chain will be deeply done by more startups, and more users will be able to complete their own travel plans, itinerary, destination and so on. 2015 outbound self-driving tour market will maintain a rapid growth trend, more overseas car rental companies will increase the strength of the development of the Chinese market.

Little Red Book Miranda

2014 Internet industry has two "tuyere on the Pig", one is O2O, the other is overseas shopping. The continuous record of outbound tourism has greatly educated the market, pulling the overseas shopping consumption, whether it is frequent abroad donkey friends or not to go abroad, college students are beginning to try "the world's good things." The growing interest in the world's good things and the clarity of the FTA policy have contributed to this year's overseas shopping landscape.

Whether it's a big platform or a start-up that's in the 2014 "buy" This pain spot, in the 36Kr Finance report and Beijing Shanghai subway ads you come to me, and I think before "buy", the more fundamental problem is "don't know", The whole 2014 Little Red books are focused on how to use the power of the world to introduce good things to Chinese consumers, and 2015, Little Red Book will try to let everyone "know also buy."

Gobi Investment senior Investment director Wangguodong

2014 the entire online tourism competition is very fierce, the change is quite large, in addition to the listing of cattle, it and the same way outbound travel outside the competition, the entire outbound travel field is a state of eruption. In particular, destination tourism, I am interested in, sea play, o le these destinations continue to emerge, the outbound population from Southeast Asia to the United States, Europe, so outbound travel will continue to be more people try and experience.

On the other hand, outbound travel The biggest problem is how to reduce the threshold, so that everyone want to go. Before everyone is groping, for example, do the machine to add wine packaging, or manual service, no matter how to reduce the threshold of outbound travel has slowly many people began to try.

2015 the entire outbound travel, online tourism industry will be a big outbreak, platform-type companies in order to compete for the flow of competition, Amoy in the road, poor travel, cattle, the same way will face a scramble for resources, around the machine and wine war will first start. Then the destination experience two years of time, in fact, in different regions has slowly formed a shape of the team, such as I am interested in North America, Australia music in Australia.

This product is also a preliminary verification, especially the local tour products, to ensure a good landing service experience, has been able to pass his growth situation, reflecting consumers from the first-tier cities to the second-line cities spread trend, so 2015 years will be a machine to increase the wine competition to start outbound travel competition, But the founders of the resource integration around the destination will also be on the go, because there are many more people coming to the local area through the use of a machine, and there are more people who need to be in the local product, which is a boon to the destination entrepreneur. So this year around destination tourism will continue to do a big job in the region, such as the Australian music sales are likely to break 200 million, and began to replicate the success of more areas.

And with the further development of outbound travel, the proportion of free line will continue to increase, which itself shows that people to improve the tourism experience of the strong pursuit, and the promotion of outbound experience will be the key to the service in the destination rather than traffic, so next year, although "Machine + wine" will be very hot, But I think the final decision of the Chinese outbound travel will also be the pace of development of destination tourism, and the destination tourism service experience to protect and innovate behind, but also the high margin of destination tourism, so the future is likely to be the main profit point of outbound travel.

On the other hand, do not overlook the relatively large stock market, such as domestic market, the domestic market is also evolving, from the group to the car and guide the market, feeling also to a change of time node. On the contrary, the opportunities for entrepreneurial tools and pure content classes are getting smaller, as simple content cannot satisfy more people's expectations of tourism planning.