The cattle network and the same way network "Civil war" and the rise of cattle insist on the same process

Absrtact: Four online travel websites have been listed in addition to ctrip all losses, and Ctrip is expected to be a huge loss in the four quarter. In Ctrip and go to where the network of the Dark War for a long time, recently, the cattle network and the same path network of Civil War, become OTA (online

The listed four online tourism sites in addition to ctrip all losses, and Ctrip is expected to be a huge loss in the four quarter.

In Ctrip and go to where the network of the Dark War for a long time, recently, the cattle network and the same network "civil war" has sprung up, become OTA (online tourism) industry fierce competition in the latest samples.

It is reported that, November 7, in Nanjing, the third session of the Company's partner conference, the owner of the road to the relevant responsible for the travel agent to the same price must be higher than the cattle, at the same time, cooperative travel agents and the joint procurement of resources are not allowed in the same process sales.

This will inevitably feed back to the same path. On the afternoon of December 1, the same process issued a statement condemning the passers-by to deviate from its long-standing concept of open cooperation, suspected of unfair competition.

In the evening, the CEO of Udunder published "How to objectively look at the road of strategic transformation with the path" article, the article wrote, "the same process is I respect a company, especially the implementation of the aspect worthy of affirmation, the article scold we can understand, this year just strategic transformation tickets, now again strategic transition outbound travel, mentality more anxious, The pressure is bigger ...

December 2, the same travel outbound Tourism Business Division CEO Liu has published "to the outbound supplier of a letter" and "on the journey of Cattle Travel Challenge book and chapters", accusing the passers-by to intervene in a reasonable commercial choice of suppliers, so that suppliers dilemma, for its competition to pay.

On the same day, Wu Zhixiang, CEO of the same journey, published "From the same road to explore the development of the entrepreneurial team," the response to the hope that the two sides "can be based on consumer satisfaction based on the price war, but not to deceive consumers for the purpose of the 0 negative tour fee; can conduct advertising PR war based on business intelligence But must not carry on without the bottom line to damage the industry image the abuse and the personal attack ... "

December 6, the same Cheng held thousands of people to participate in the "Manui decisive battle Joint action swearing", played "million outbound, March cattle slaughter, fighting April, all the" slogan.

On the evening of December 6, Udunder again issued the three strategic dilemmas of the same journey, pointed out that "the same process in the strategic transformation of ticket hotel and ticket after the strategic transformation into the outbound market, the ticket hotel and tickets to the same play to get outbound travel, but this time is different: The customer unit price is different, opponents are not the same, The old road doesn't go through. The same process in the strategy above the following three major difficulties, leading to the development has been very lively, but has been in turn in circles ...

"A lot of people think it's a war of words, but it's not at all," said the head of the process. Now the same process is really to catch up with the cattle, in the general reaction too excited. ”

The net insists "ban" does not waver

Compared to Ctrip and where to go to the network of long-term dark war, this is the way cattle and the game is "on the table", in two companies CEOs have Wen, display professional and literary talent at the same time, the two games did not turn dark from the Ming.

Passers-cattle in charge of the "securities daily" reporters again reiterated: "The way cattle strongly recommend partners do not work with the same process, to avoid leisure travel by the same way as the ticket hotel and tickets like the vicious competition, the common maintenance of the healthy development of the industry." ”

In spite of the "strong recommendation" of the supplier, it also indicated that it was responsible for the same process. "The supplier chooses the cattle instead of the same route, not the cattle, but the same process itself." First of all, the same process of service quality can not meet the requirements of supplier cooperation, second, the same process of receiving less, can bring sales to suppliers of partners, is the supplier's final choice of partners.

For the same journey said the outbound business to catch up with the cattle in 12 months, said the official: "The performance of the pedestrian cattle has always maintained high growth, this year, two and three quarters have maintained 85% year-on-year growth." In the 2015, the pedestrian cattle on the original basis will continue to maintain high-speed development. Outbound travel want to go beyond the cattle, the same journey is like daydreaming. ”

The same process related person said: "Talk with business, in 12 months, in a few days will be able to see." At present, our cruise ship is twice times the size of theirs. ”

OTA burns money while it melts money

It is worth mentioning that this is the way cattle and the dispute, to a certain extent, belong to the "civil War", that is, both of the shareholders have Ctrip, the difference is only Ctrip is the important shareholder of passers-by, is the second largest shareholder. However, Ctrip has seats on both boards. But so far, Ctrip has not publicly "increased". It is worth mentioning that, before Ctrip shares, the same process also received Tencent two rounds of capital injections. At present, the micro-letter on the ticket, train ticket services are provided by the same process. So far, Tencent has not been vocal about it.

Compared with the same process of the backer Ctrip and Tencent, the cattle in the industrial level of the backer is not much, and not completely attached to bat, the main shareholder for the Sequoia Capital, DCM and other VC. In order to deal with the upcoming battle, VC also secretly exerting force. December 2, the pedestrian cattle announced with the Donkey Mother Travel Network to reach strategic cooperation, the exit of the cattle and donkey Mother's tickets, the surrounding self-driving tour to expand the depth of cooperation. Public information shows that the mother donkey is the ticket business with the strongest opponents, and has two times to obtain the investment of Sequoia.

In addition to quick help, on the evening of December 2, the bull also announced that it had submitted documents to the Securities and Exchange Commission to raise new shares in the near future with a maximum of $100 million trillion.

December 4, the Donkey Mother Travel Network announced that the construction Bank, the Bank of Communications, Pudong issued a total of 10 billion yuan credit. Hong Qinghua, the founder of the donkey, said he would prepare enough "bullets" to meet the more intense competition next year.

December 5, Ctrip CEO Liang Jianzhang said that next year will continue to invest 1 billion yuan to deal with the market price war, the company's board of directors and executives are recognized can sacrifice profits in exchange for more market share concept.

Immediately, where to go net CEO Zhungchengsu said: "The company is not afraid to play price war, and can be protracted competition." ”

The latest three quarterly results show that the three-quarter bull loss of 103.4 million yuan, where to lose 566.2 million yuan, art dragon loss of 58.3 million yuan, Ctrip net profit of 217 million yuan, down 42%, and is expected to four-quarter losses will be as high as 400 million to 500 million yuan.