Online travel business collective losses, because go to ah Gong?

King Ultra Micro-letter public number (Chao-xiansheng)

The eldest brother of online travel has been reporting for 2014 years. In order to do the performance, where the loss is almost against the sky.
Where to go 2014 total revenue 1.76 billion, up 106.5% year, net loss of 1.84 billion, 2013 years 1202%.
Ctrip looks good. Some media said Ctrip is "alone to break the whole industry loss curse." 2014 revenue of 7.3 billion yuan, net profit of 240 million yuan, than where to go better than a little.
But look forward, Ctrip has not been on the market for 11 years, why not to make a profit? 2013 Ctrip profit is 165 million U.S. dollars, equivalent to more than 1 billion yuan, 5 times times 2014.
and Ctrip in the third quarter of 2014, a serious decline in profits, the beginning of the fourth quarter has been a loss of up to 224 million yuan, 2014 Ctrip's profit was the previous three quarters, from the online tourism competition trend, Ctrip 2015 almost will lose no doubt.
A high share of the grab will inevitably lead to a decline in profits.
Guotai that most of 2014 Ctrip's net profit comes from non operating earnings, especially interest income and other income is very unstable and net profit accounted for a great deal of the net profit of Ctrip caused great uncertainty.
Where to go 2013 to push TTS (All-aspects planning Integration Services), where users go online to complete the payment process. With payment and transaction information, where to master the settlement of the platform funds, the deposit of the proceeds is also a revenue.
Another online travel web site cattle directly to the accounting period developed into financial products.
The last year, the Bull announced the launch of a cooperative supplier of supply chain financing services "cattle loans", the first phase of the "Order financing" and "credit financing" two products to help small and medium suppliers to solve the financing problem. In fact, the way cattle use the vendor account period, the Supplier loans to the supplier in turn, and obtain the corresponding interest. The introduction of the
Ctrip with Cheng, and the recent hot series of products, is also a product of the type of supply chain finance.
close to business places are easy to generate financial services, although Jingdong is not profitable, but the use of Beijing-east accumulation of customers and supply chain, Jingdong Finance has great potential.
It seems that online travel is at the same time as the rush of money and supply chain finance may be able to help online travel companies make some money.
However, in the ant service and go AH cooperation to launch a "credit to live" services program, may be the birth of this small flame to pinch out.
Ant Gold Clothing launched in January Sesame Credit, the introduction of personal levy business. Go on. Travel based on Sesame Credit to launch the hotel service plan, the personal credit service landing. Once in the trip to choose the "pay" tag hotel, go to the backstage will calculate the user Sesame credit score, more than 600 points can book hotels, no guarantee deposit can stay in the hotel.
Currently, there are 3,000 hotels nationwide that have joined the service, includingHigh-end resort hotels and budget hotels, etc., at the end of March up to 5,000.
Go. Travel can do so, because Alibaba Group shares the information of the Shiji, the latter is the domestic 90% five-star hotel information management software provider. Through the stone matrix information to the Sesame credit score landing, Sesame Credit is not only a number, but wealth.
User's appointment rate has been the pain point Ota, the industry is generally 45~55%, the latest statistics show that the credit to live in the rate of 30% below the credit constraints in the hotel industry has begun to bear fruit.
This model, which does not have a household deposit and does not have a customer account period, will fight the supply chain financial impulse of the online travel website.
Go on this Gong practice, not to smash other people's jobs, but to smash the online travel industry's pot-this will be the life of the online tourism to explore the profit model to extinguish, perhaps this money on the rich and deep of Ali is not, to the hungry where to go or the way cattle, is to save money.
Online travel industry Ali has entered, and with Alipay Sesame Credit to the entire industry ripped open a hole; if Tencent enters, micro-letter will also play an inestimable role.
The already bloody online tourism industry, in 2015 will usher in a life-and-death battle, no fodder without the Godfather may be eliminated.