O2O market is in a period of rapid expansion

Absrtact: Overall, the O2O market is in a period of rapid expansion. On the one hand, the number of players in the market is more and more, the service they provide almost covers all aspects of people's daily consumption, on the other hand, the capital market has invested more in O2O

Overall, the O2O market is in a period of rapid expansion. On the one hand, the number of players in the market is more and more, the service they provide almost covers all aspects of people's daily consumption, on the other hand, the capital market has put more attention on O2O, which is directly reflected in the increase in the amount of early investment.

First look at the Giants. O2O is the current bat and other giants in the eyes of the sweet cakes, its O2O market layout of the war from last year has been spread to this year. From the beginning of the year to now, bat each in the field of O2O investment or the upgrading of their own products, is "investment + self-research" two-pronged approach.

In terms of investment, the public comments on Tencent's strategic investment in March this year have invested three of food and beverage ERP vendors and "Hungry" in half a year. Tencent will take a taxi, E home Jie, e bag washing, such as O2O company; Ali's ambitions are expressed in the strategic investment of Yintai Group and the wholly-owned acquisition of Gould; Baidu is relatively conservative.

And in product development, bat without exception has chosen the "platform" approach, and constantly open the platform's ability. At present, Tencent's micro-letter public number, Ali's Alipay service window and Baidu's direct number is bat in the O2O market initiated by the princes of the battle. Visible, the Giants not only through the steady distribution of capital, but also in their own construction of O2O ecology, in order to form a center for their own O2O ecological circle.

Because of the giant's entrenched, the entrepreneurial team want to do O2O big platform has become very difficult. And, there is no flow of their own entrance can not afford the scale of the platform. In this context, the O2O market outside the Giants shows several trends:

First, the existing O2O service field has been further subdivided and vertically, with the subdivision of domestic services as the representative.

Second, O2O business scope continues to expand, the new O2O market has been developed, such as community retail, semi-finished raw electricity manufacturers, chefs door-to-door, marriage, the United States, washing cars, second-hand car transactions. But not every road can go through, some direction also need to get the market verification.

Third, the convenience of O2O service has repeatedly become the focus of innovation, so door-to-door service and rapid logistics services in the various O2O market segments spread.

Finally, the capital market has given a lot of attention to the O2O field, in which the catering O2O became the O2O field of entrepreneurial team and capital most active after the taxi service, the competition is intense.

Let me give a few details on the development of vertical areas.

1. Domestic service

Domestic O2O Service is further enriched, refined for cleaning, laundry, month sister-in-law, home appliance maintenance and many other vertical services. These vertical areas are constantly emerging from the new entrepreneurial team, and the original entrepreneurial team have to get financing. In business models, both the B2B2C and the main stream are more mainstream. To Cloud home economics, Aunt came, aunt Help for the representative of the product has been extended from a simple service B to serve both B-and C-end, and really can do peer-to-peer service platform is still very few. At the same time, the first category services into the domestic O2O market products are also expanding the service category, began to pay attention to brand-building. In the future, this kind of door-to-door O2O service will be an important trend, this is not limited to domestic economics, but any can save "lazy person user" service.

"Aunt Help" has been millions of dollars a round of investment, new clothing dry cleaning, shoe care business, brand of the beginning

High frequency Service circle users, low frequency service profit--domestic O2O to find a profit model difficult, "trot life" to the whole family service expansion

From domestic company information to domestic O2O: Cloud home to B-end of the 3-year free CRM, has been built platform into the C-terminal

48-hour revolution in the dry cleaning industry! From the door to take clothes, to send washing the central washing plant, and then return to the door, "dry cleaners" to try to do within 48 hours

Rongchang Laundry O2O Service "e-Bag washing" by Tencent a round of investment 20 million yuan, will focus on the layout of the Community package mode

"E Home clean" confirmed has been 4 million dollars a round, Shanda Capital and Tencent Investment

Subversion of the traditional smart phone after-sales service, even in the café can be real-time door-to-door repair "home appliances housekeeper"

2. Community Service

The concept of community has only arisen this year, and community O2O is to connect the community owners, logistics, peripheral ultra, small shops and users of the service, is the community service into each family to the new way of connecting. This one of the main community services for the convenience of the community, Ding Dong, and so on, there are main Community retail service Community 001, Love fresh Bees, 59store, Lakara and so on. In terms of capital, Ding Dong Community said that the harvest of the Million Angel Wheel, and community 001, love fresh bees, the community worry-free a round also reached billion yuan scale. However, in the past one months, with the buzz community capital chain broken rumors of the burst, community O2O services are also frequently questioned. The key to Community O2O service is not only to aggregate the community's businesses and door-to-door service providers, but also to provide them with easy-to-use efficiency tools, and follow-up service booking, platform supervision, user feedback, payment and a series of ancillary facilities to help its continuous optimization operations.

Community Entrance War Upgrade: "Ding Dong Community" announced the completion of 100 million Yuan Angel round financing, want to use the Thunder potential rapid expansion

Former Search house operation president three years in Beijing deep into the community O2O, from one hour to the mall shopping, a round of financing more than 100 million

Activate the Community store resources, "Love fresh bees" to do one-hour distribution of the Community retail business

Jingdong "Jing Dong Fast Point" service, community O2O market ushered in the giant

Lakara also do community O2O: launched the "Open Shop Treasure", starting from the community retail, to full-service community shops and residents

Community O2O Ice and fire: Ding dong community contraction front, the community worry-free new 20 million dollars a round

3. Wedding Service

Marriage-related O2O services have been significantly more pronounced this year. This is a very difficult but at the same time the profit is also extremely high market, the high profit does not need to elaboration, but the difficulty lies in with the marriage related link various (has the wedding photography, the wedding banquet dress, the wedding, the wedding banquet and so on more than 10 aspects) and the market is not standard, the information At the same time, this is a decision-making service. However, in the high profit stimulation, more and more players began to enter, including Ali, the public comment on such large players.

"Poly-Hi-Cat" wedding O2O service through the structure of the wedding scene to allow users to design their own wedding, tender way to find the right wedding company

From the wedding case to share the community to O2O, "easy to webs" of the Marriage industry revolution

Getting into more vertical areas-weddings and hotel Tours-How will the O2O upgrade be completed?

From the wedding tools to the wiring under the business and prospective brides O2O platform, "wedding Ji" to do the wedding also "Cicada travels"?

Taobao wedding platform transformation into a "wedding partner", the main wedding photography and peripheral services O2O

With makeup vertical O2O start-up company "with makeup assistant", try to reverse user purchase and makeup service information asymmetry

4. American Industry

All say that women's money is the best to earn, then O2O services in the presence of women-specific services is also a matter of course the market extension. At the same time, hair, nail, beauty and other industries Maori high, the cost of customers high, offline businesses small and dispersed, but also suitable for O2O integration. From the end of last year to this year, and hairdressing nail beauty related to O2O services, such as wave nets, fashion cat, beaver Home, beauty Plus and so on, including the team to obtain financing.

Hair O2O Products "Fashion cat" online merchant end, the next step is the rhythm of vertical industry CRM

From hair stylist Vertical Exchange Interactive Community cut hair O2O, "Bo network" won Tens B round financing

Carving Ye's new work, positioning "craftsmen door-to-door" O2O Project "Beaver Home" is how to liberate the nail division productivity, has been IDG 30 million yuan a round of investment

American O2O platform "beautiful plus" want to become beauty industry cat, has been 8 million Yuan Angel investment

5. Catering & Take-Out

The O2O service, which focuses on takeout, has proved to be a way to go, mainly because the takeaway service has become a certain level of demand, and the use of high frequency, and businesses are increasingly accepting the Internet business. At present, the takeaway O2O platform mostly takes the B2B2C business model, namely directly provides the service for the merchant, the indirect service user. In particular, they are able to build the electronic business of the restaurant and the front and rear system, and provide the corresponding distribution services. At the same time, the field of takeaway also ushered in the financing heat. Isi Food, home food, hungry, and other selling platforms have been getting big financing this year. It is worth mentioning that the takeaway has become a taxi after the new "subsidy war" battlefield, Baidu, the United States Regiment, Hungry Mody Three has become the beginning of the drop and fast war successor.

"Hungry?" won the public comment on the 80 million dollar strategic stake, will be access to public comment on the delivery service, the main hit the high-end restaurant takeout, and in the future launch of the public package of takeout services

"Home Gourmet" announced the completion of the D round of 50 million U.S. dollars financing, is expected to cover 20 to 30 urban areas next year

Network booking platform "Easy to eat" announced that nearly 20 million U.S. dollars B-round financing, the New Hope Fund to receive investment

City Takeaway Service platform "line Line 0" practice "food and beverage electric business" thinking, to provide business delivery service solutions, has been the Sequoia capital a round of investment

From the hot pot out of the blank cut into the take-away market, "picky" has been Shire millions of Yuan Angel investment

6. Semi-finished raw and fresh electric dealer

The semi-finished products fresh electricity business is one of the hot spots this year, emerging a lot of entrepreneurial team, such as new flavor, youth dishes June, vegetables, such as the new taste, youth cuisine June has got a round before the financing. On the one hand, the semi-finished and fresh electric power supplier has uncovered the demand that people have not discovered, and has provided a convenient and interesting choice for people in the diet, it is indeed a new market. On the other hand, the demand authenticity of such services, the frequency of purchase, customer unit price, distribution costs, replication and other aspects have also been questioned. Whether this aspect is feasible also needs the market verification.

Another way to get a fresh electric dealer: "New taste" from the recipe for raw materials Western ordering, to provide the convenience of cooking Western-style dinner at home

"Youth dish June" want to let users in the subway to mention or buy semi-finished products fresh home, has been tens of millions of dollars prrea financing

Chef's dishes can also be done by users: "The vegetable match up" wants to use the chef to provide the recipe the way does the semi-finished product fresh distribution

Welcome friends who are interested in O2O-type project pitch me, email: zhangyuxin [at]36kr.com

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