Session 7: Welcome new opportunities for mobile internet and internet

News and science and Technology December 1-2nd, 2012 annual Venture Capital Conference and 100 Awards ceremony held in Beijing, the theme of this meeting is to illuminate the reality of the dream, entrepreneurs and financiers, and domestic entrepreneurs, entrepreneurs, share the dream, explore the future. Dispatch as a guest financial portal for the full report.

The following is the seventh session:

Li Yu: We are honored to have six guests to share their thoughts, I think today these gentlemen are also very representative, they have to do social, such as Renren, have to do tourism, have to do the community, have to do O2O, have to do mobile reading, as well as platform, Is that each of them in the hope of the products and enterprises are in a particular subdivision of a relatively representative, they have a different view of the mobile, I think also can give a lot of inspiration to the audience.

Du Yue: Hello everyone, I am the Du Yue of everyone company, I am responsible for the strategy release in the company.

Hong Qinghua: Everyone good donkey Mother Travel Network founder.

Len Lei: Hello everyone, I am Len Lei founder of the net.

Han Ying: Hi, I'm viva Wireless multimedia.

Longjiang: I'm a Tintin net Longjiang.

Zhang Yu: hello everyone, I am from bo far wireless Zhang Yu.

Li Yu: In fact, we discussed the first topic, the first topic we said just now, is that we would like to invite all the guests to share, we have a direct approach to the topic, because now many of you here, there may be four of them have been done on the PC, a few years before moving to the mobile, I would like to mention the first question is how to assess the migration, what kind of indicators to assess your site, or your service, such a good or bad migration? Please everyone net Vice-President first to share.

Du Yue: Renren is launched from the PC and expanded to mobile interconnection. In particular, our CEO recently had a speech in-house, this speech also in the Tencent Technology report. Our knowledge of mobile Internet is definitely not very, very brutal, according to our CEO, Renren is facing a war, facing a war in the wireless sector, with three brutal battles. A war is the traditional SNS, just said the main indicators, that is, users from the wireless internet such an active degree, how to continue to expand, how to provide differentiated services with micro-blog, this is a very serious war we face. Another three fights. I would like to say that the first is our game, our game is mobile games, such as we have recently released earnings probably accounted for the company 50%, how to occupy a place in the wireless game, this is what we say the first battle; the Second battle is actually online shopping, How our online shopping can occupy a place on the mobile Internet, the third is actually related to you, is our Jingwei business card pass. These three battles and a war are all closely related to the mobile Internet, and we hope to get a ticket to the mobile Internet through a war and three battles, thanks.

Hong Qinghua: Mother Donkey Travel Network because it is a travel site, is a self-service tour provider. For mobile internet, last year we had a try, that is, to do it as a new channel, this year we feel that we think of it as a strategy, why do we say that? Last year we started the app for the Donkey Mom Travel Network. We are migrating from the traditional internet to the mobile Internet, now we all know that the general mobile Internet industry to do a better job, accounting for 5% of the traditional internet sales, less than 10%, or very small, today's internet is realistic, mobile internet next trend is tomorrow, but it is the future. Now we find that the amount of download per month is so large, I am ready to set up a wireless division next month, and then to introduce more talent to carry out further development, we feel that the side is indeed better than imagined.

Our sales are now on the mobile end of one months have millions of, our account for the lower, less than 5%, I saw some of our peers, most of them can account for 8% to 10%, doing particularly well. We look at one of the best is Ctrip, Ctrip Wireless and we do is not the same, is to do air tickets and hotel-led, and its order volume, my forecast can account for about 10%, so this amount is very large, we will refuel to do. And not all businesses are fit to migrate to the top of the mobile, you said that our ticket sales, now tickets accounted for our entire consumer inside, on the mobile end of 70% and 80%, generally I often think, Ctrip is to solve the problem of travel, the mother of the donkey is to solve the problem, is that each has its own division of labor, This part will have the opportunity to share with you later, thank you.

Len Lei: We see that the mobile end is developing very fast, and we see that the report says it accounts for 40%, 50% of the mobile end. In fact, we found that mobile-end users, though large in number, but the use of habits, the user and the traditional PC side there is a big difference, our simple idea is that on the PC side has a good user base, in fact it is not enough to help us to successfully extend to the user side, so this is currently in addition to the installation of the amount, We are very concerned about the product, how to improve the product to fit the mobile terminal to browse. For example, fishing, before we had a very hot fishing forum, on the traditional PC end, users need to put their own fish with the mobile phone to take home, and then sent to our forum inside to show, now have a collection terminal, he is in the fishing scene can be photographed, immediately to our forum inside.

Li Yu: Are there any indicators of assessment now?

Len Lei: Like we are currently 20% from the mobile user side, see the evaluation of this piece we currently feel, this is only from a traditional extension.

Li Yu: I know that Han always stands up barefoot from the move, but a few years of mobile change is also very large, from your experience in mobile entrepreneurship and experience, you think these two years, in the case of Viva, you think the user's behavior, preferences, business model, what changes?

Han Ying: As the host says, three of them are migrating from the Internet to the wireless internet, we start from the beginning is to do the business of mobile phone, do wireless, actually not to say do not want to migrate, is no migration, so I also think if there was a bit of the foundation of the Internet and then migrated to the mobile internet will have a good reference and cohesion, So when we started our business five years ago, I didn't think there was a wireless internet, but now everyone seems to have no one to say that I'm doing mobile internet stuff.

And that explains one problem, whether the current development of public relations, or from the development of the network, such as the next year if the real China Mobile can start to use 4G technology, I think the rapid development of terminals and network development, wireless Internet can really do all the time, just the host said that the wireless internet is Noah's Ark, in fact, I I think the wireless internet is really let us convenient tools, we will now, or on business trip, including today in the meeting, everyone is using mobile phones, so now I can say that the internet after 16 years of development, to today is to face.

Reading is actually the same, doing reading from the point of information services, how can you instantly provide more accurate and personalized content, in-depth content, this is one of our ideas, including the future of the content of the filter, such as the community now such a way to filter content, You filter the information and I filtered the information is not the same, and now there is a feature on the internet, too much information, more than we basically can not see, we can not quickly find the information needed.

Can it be done in the future? I don't think it's easy to do it, especially for now, it's quite difficult to really find content based on my interest, so we're trying to do it, while doing the reading, satisfying the personal things.

These years the Internet starting from 95, to the present advertising, electricity quotient, this information service has never grown into the public business model, is that I now give you the content is certainly not the same as others, but no one is willing to pay, we recently saw a message in the United States, the rise of electronic reading, Some content and information has become the product, in the gradual charge, I think, in the mobile internet era, the traditional three business models must have a new content model, we are exploring. In the past, things like mobile phones, real future personalization, and paid business models are emerging.

Li Yu: Thank you, Tintin. How do you see the key indicators of movement now and how do you promote it to happen?

Longjiang: I may be more alarmist, specific to my industry, the internet is no way out, this is my own judgment, I in the Enterprise Ding Ding net seven years of time, after accumulation and creation, I think there is no way out.

Li Yu: Thank you Xu, please Zhang, I think just now they are from the perspective of their own company to talk about how to migrate, or on the mobile view, because you mainly do the platform, and then you also see a lot of business success cases, you to combine the usual you see some examples, to discuss with us, how to move the law?

Zhang Yu: To sum up first of all, in fact, mobile in the past few years brought about a very big change, we started in 2009 to do the company, by the end of 2011, the user breakthrough 9 million, we see the whole speed is very fast.

We return to the entire migration, in terms of migration, a word, nothing is more important than the name, especially in the mobile field, it is the biggest feature is very few channels, because the screen is small, for the entire promotion, the whole channel will play a big obstacle, nothing more important than the name. Because there are some, people have been very famous, including may be like Baidu, like Sina has been very famous turn over, you will have a very big help, this is the 1th.

The 2nd is content innovation, with refined innovation, games, for example, only 70% of users online more than 3 minutes, in other words, your content must be in 2 minutes to seize him, he opened a minute to two minutes must seize his eyeball, this is not the same as before, you have to integrate your entire essence of the content , just give you a minute to two minutes.

The third place is actually a wake-up question, including Sina Weibo will have a problem, if not open after a week, may be forgotten, it requires other platforms to wake.

The 4th is actually mobile application, already can make money.

This is four points I share.

Li Yu: I would like to ask Hong one question, that is, what is the next step in the move to introduce what kind of greater investment? Your mobile users ' need for a donkey mother can enlighten you on how to develop mobile products next.

Hong Qinghua: This is related to positioning, I said last year it was positioned as a channel, positioning into a channel to generate sales, can become operating income and profits. After this year I put it as a strategy, mobile phone mobile especially in the tourism and leisure, I think as a strategy is definitely to put in, next year's assessment, I think is two values, one is the proportion of consumers will be assessed as an indicator, the other is the import of traffic flow, We are now a large number of users of the download is the Donkey Mother's membership, see the Donkey Mother mobile phone end, he downloaded.

So the next simple ticket order, or other order we definitely want to have. Mother donkey Another characteristic is its introduction, this I was to implement it next year's app, so I will develop a number of end, there is a tour of some services, because I think this travel mobile internet and the traditional internet is really not the same, not the same in what respect, first of all, the traditional internet is just a platform for me , the sales platform, but the new here face, I think the mainstream technology innovation is to be implanted in, such as our geographical location of the application of lbs, this is difficult to apply in the PC, but we go out to travel, for example, to the West Lake tourism, I will soon have recommendations, around the characteristics of food and beverage to go, I think it's very important. The second application is the voice of the application, is in your travels, the phone because the screen is very small, difficult, so all user-oriented innovation is completely different, so this aspect of voice search, voice interaction is very important.

In addition, I think the application of two-dimensional code is very important, I was the first to experience the benefits of two-dimensional code, now you see the micro-letter application of two-dimensional code technology, including the future of possible two-dimensional code payment, which we will invest in, next year I will launch several related to this application.

Li Yu: I would like to ask you a question, I do not know you are moving on top of what new products will be developed?

Du Yue: We are in the wireless internet, the main or a layout, to get the traffic, to get more real active degree, daily active degree We hope the more the better.

Li Yu: What about the game? And then how do you play with these users?

Du Yue: We mainly do not play users, is the user to play us, let me take a business card for example, we just talked about the workplace to build, on this platform, we mainly from the electric platform, services to the workplace user perspective to do this thing, we are not too anxious in the mobile Internet application platform to consider the issue of fees, Mainly we are prepared to be more fully.

Li Yu: I still have a question to ask Tintin's Xu, because the micro-letter I think is an unavoidable topic, its business future development more or less with you some overlap, how do you look at this problem?

Then yesterday I saw the micro-letter, their team also said that, to do this kind of business platform, a bottleneck seems to be in the business itself, how much revenue can now generate every day?

Longjiang: We will talk about revenue, we first answer your questions about Tencent, I think the big three they must have considered their own strengths, I raise a difficult point, you have not found that all do o2o are living tired to death, why so tired? including mother Donkey I said, the road is still very long, because you make the product gorgeous, The information is not good, no use, are questioned, why spend so much money and time? For example, you run, you are micro-letter, you are very famous, but ran to a certain café in Shanghai, said I was a micro-letter, you give me a coupon, people will not give, people still care about you can bring me how many customers, I think micro-trust should think about how to solve this problem.

If you don't go to that café and meet his boss, and talk to him, give me your coupon. Tintin, I put Tintin's users to you, you can not talk about this, just a shout on the internet, it is impossible to talk about micro-letters, I think they go their, we go our, see what the future will be.

The second one is about income, so why do I speak so hard? O2O on the PC side is no play, I put it so malicious, because the PC-side all the charging mode is for advertising, but the mobile end is not advertising, mobile end of all by effect billing, I give an example, for 150 years, There is a coupon this thing, nothing very famous, why is this? Two problems are not resolved, the first problem is to get coupons too convenient, I find a supermarket to pick up a magazine, cut down into my bag and so on, is not very convenient, and now smart phone anywhere in the pocket, is very convenient.

So a lot of a lot of those businesses that actually want to give discounts, there is no place to send, Tintin this platform he can come to hair now, I say this is to say that the level of the merchant side has been breached, on the smartphone side, because of its machine convenience, when this magnitude is broken, I think the discount on smartphones will be a huge breakthrough, our fees should be in 2013 years or so will start to implement, we will wait for some time.

Li Yu: Han always I would like to ask again, is that you viva this mode now, there is no other income model?

Han Ying: We're actually two models, one is free mode, there is a charging mode, the mode of charging is now mainly with the telecom operators, the largest or China Mobile, such as mobile phone reading, as well as unicom, and telecommunications, have cooperation, is a partner, which is charged. The free business is actually advertising, because our products are different from other mobile products.

I would like to think that, because the problem is more specific, Xu said just now, he compared some big point of view, is the Internet, in fact, I think, mobile internet still has some bottlenecks, this bottleneck I think, you like the entrepreneurial State, but also as a media, In the future, we can make more calls at the kind of meeting, what bottlenecks? I think there is a big bottleneck is the tariff bottleneck, the bottleneck is the cost of our mobile phone network increase, we have some data to see is the beginning of each month, we found that the user is particularly large, and the use of a particularly high, by the end of the month, It's basically small, and then we thought it was a cyclical performance, we ask other operators are not also have this problem, we say that all the same, said the beginning of the month when there is a lot of traffic to use, to the end of the time to see, no, because now many software are reminded you that the software is almost gone, he would not dare to use, But our internet does not have this problem, you do not have this consideration.

So now I think the mobile internet has a big bottleneck, is its tariff problem. What else is the problem? is that we have 1 billion of Internet mobile users in China, in fact, 70% Mobile in China, we all know that China Mobile is just in the absence of 3G, can not say no 3G, is the speed is still relatively slow, so many people you will find, especially China Mobile users, mobile phones are very good, Apple 5, all good phones, but you find that they can't and can't download things, there is a big problem, when your speed is particularly slow and the speed is particularly expensive, people, or a considerable number of users do not have the patience and the time to wait.

So I was thinking that the real wireless internet era should be next year, or the year after the time will erupt, so now the application of the Internet can be said to be booming, after all grassroots entrepreneurship, the threshold is very low, but now there is a big problem is the mobile network tariffs, I think this may be next year, Or in the year after the solution, so I think the next and future mobile internet no matter what business, there will be a blowout-type development, thank you.

Li Yu: Thank you for sharing with the guests, because of the relationship between the time, so in fact, some discussions have not commenced, can only feel sorry.