Absrtact: The unique platform of O2O + the T-type integration in depth merger is becoming a trend. Are you hungry? The combination of comments with the public can be seen as the beginning of this merger and investment boom. On the afternoon of May 6, in a café filled with Shanghai buns and the smell of zhenjiang vinegar
O2O's unique platform + deep merger type T-type integration is becoming a trend. Are you hungry? The combination of comments with the public can be seen as the beginning of this merger and investment boom.
On the afternoon of May 6, in the café filled with Shanghai small steamed dumplings and Zhenjiang vinegar, the reservation platform was hungry. The 80 million financing of the public comments was announced, and the funds were also received by the public to comment on the merchant, the flow and the take-away resources.
Another clue to this is the 58 city. 58 with the city recently made in the IPO after the first personnel adjustment. Former senior vice president Xiaohua was promoted to Chief Strategic Officer (CSO), responsible for the company's competitive strategy, new business incubation and investment acquisitions. Investment areas such as car rental, driving, home economics and so on.
58 with the city and the public comment on the idea of almost similar, as a platform company, is trying to do a platform and a subdivision of the depth of the field integration. This integration is different from Tencent and other bat company's entrance layout, but a similar to the "T" font structure, horizontal platform, belong to the head of the company, vertical subdivision of the field of excavation, is the tail company.
Expansion to imagine, in the horizontal can also have a lot of subdivision of the field of integration, a variety of integration down, this arrangement is enough to become a nail o2o field, forming a real O2O closed loop.
Why is T-type integration?
The current consensus in the O2O field is to make a closed loop. But in fact, no company has been able to really close the loop yet. The reason is that the closed loop cannot be done by a company. A logical logic is that the platform, which is good enough in every subdivision, is even harder for O2O companies.
Public comments on this platform to do subdivision depth of the deep feeling. Vice President Longwin regrets, O2O industry involved in line under the multitude of lines, not one can be made closed loop. To do a closed loop, only through the ecological chain to complete.
Segments of the company such as the service industry, such as car rental, driving, home economics, catering industry, such as the take-away has been rising, but the future of the imaginary space is not as big as the platform company. 58 with the city CEO Yiu Jingbo is blunt: if 58 itself do a good job, such as renting, blue-collar recruitment, second-hand goods trading, second-hand car, such as the opportunity should be said to be less and less. If the service form is the same, chances are getting smaller.
Platform companies to do the final closed loop, the subdivision of the company needs platform company traffic and data, the two sides combine more imaginative space.
Two bridging
The sense of urgency that platform companies and niche companies hold groups for heating comes from the O2O of BAT's big companies.
In the past year, whether Tencent, Baidu or Alibaba, is catering (such as takeout point, Buy), vehicles (tick tick, quick taxi), map (gold, four-dimensional), pay (Alipay, micro-letter payment) and other areas to fight.
But this kind of layout does not do it by itself, and does not do it well. BAT Company only needs to open up the ability to complete such as micro-letters and public comments on the access, the rest can be handed over to the platform company to complete.
Similarly, in the large platform and the dimensions of the table, bat Company's layout is not as good as the public comments, 58 of the same city vertical platform company depth.
However, the recent open platform strategy from the public comment can be inspired, since it is not like bat big companies have a large volume, and can not be as in-depth as the subdivision of the company. I have the flow, but not enough subdivision of the middle state, just made two bridges.
One side connects upstream with the flow of companies, such as Bat company and mobile phone, channel company, the other side connected downstream, access to different industries and O2O related services. In the public comment on Vice President Jiang Yuping's idea, he believes that through two connections so that three parties to their own, flow companies have to share, the company also has a profit, platform companies to benefit from self-evident.
Access, the best way to achieve data docking is investment and mergers and acquisitions. Even this can affect the transformation of information to services. For example, the past generation driving, home economics, moving and so on in 58 with the city is only information, is the advertising form. But by pricing and trading information access services, direct connections from information to people are realized.
The harvest season is coming.
In a high-profile announcement of hunger, it seems that the harvest season has come for platform companies and companies to invest in mergers and acquisitions.
One reason is O2O is in the heat of the layout, the need for horse enclosure, in the small branch Changxian weak, timely integration should be timely integration. Missed the opportunity, or they grow up to become their own enemies, or by the Giants incorporated, remains an adversary.
Another reason is that these platform companies through the listing or accept strategic investment has been sufficient capital ammunition, 58 of the same city last year in the United States market, the public comments also won the strategic investment Tencent, they have the strength to do small-scale mergers and acquisitions. In the next 3-5 years, 58 of the same city will be spending 1 billion of billions of dollars to promote new business incubation and investment mergers.
Even the high-profile companies are revealing their urgency. For example, in the area of investment mergers and acquisitions, 58 of the city mainly based on local life services, recruitment, real estate, cars and Yellow pages and other subdivision areas, officials said, some investment in the merger and acquisition transactions are already underway.
"We hope to have several success stories this year," he said. "Yiu Jingbo said.