US group Network: We want to continue our independence

Absrtact: I walked to Beijing, the four ring outside the Wangjing East Road, and finally saw the United States Mission Network. Another building next to it is the first video. The prestigious American network of rival public comment network in the previous one months, to 2 billion U.S. dollar valuation introduced Tencent. Outside

I use the footsteps to walk to Beijing outside the four ring Wangjing East Road, finally saw the American Regiment net.

Another building next to it is the "first video".

The prestigious American network of rival "public comment network" in the previous one months, to 2 billion U.S. dollar valuation introduced Tencent. How to do the outside world to stare at the American regiment.

"We want to continue our independence," the group told the weekly newspaper. ”

Ambition American Regiment, and Ali aloof

The Wangjing International research and Development Park, located 700 metres away from the east exit of Beijing Wangjing North Road, has a four-storey conjoined building composed of two buildings in the north and south. Here, in a start-up company office hangs a very eye-catching display board--the United States Regiment China, the map clearly shows that they have now opened and serviced the major cities in the country.

The once-troubled company is bucking the pace. Because the company develops too quickly, the American Regiment net expands again Haidian District Haidian Middle Street 15th Yuelai Hotel 1 Floor as temporary office place.

News recently, the United States Group Network has been the latest round of financing. Unlike the first two rounds of financing, in this round of financing, Alibaba is in the same position, and the Pan Pacific is to participate in this round of financing.

"If the news is true, after the current round of financing is completed, the U.S. network is estimated at 4 billion U.S. dollars." "An early investor told the Weekly financial report (Money-week public).

Aside from valuations, it is worth pondering that the relationship between Ali and the U.S. group has changed subtly. In the previous round of financing, Ali appeared as a casting, but now he has become a voting person.

As for the subtle relationship with Ali, the group said to the financial weekly reporter, "Ali is only one of our shareholders, one of the board, as we and Sequoia Capital, the Northern lights of the partnership between the same, no outside imagination so exaggerated." ”

"In fact, from the operation of the United States and the Wang of the pursuit of their own, the United States did not want to go too close to Ali, but continue to seek independent development, in order to grow up to become the bat outside the fourth force." "A once in the public comments network as a middle-level person said. Wang and the public comment on the Zhang like, to their own bat thigh mentality contradictions, both want to hug, and don't want to be tied too dead.

In fact, after years of fierce battle, the U.S. Regiment from experience to the flow, category and cost control are all great.

"Over the past year, the group has launched four mobile-end products, targeting four market segments for group buying, hotels, movies and restaurants."

Especially in the Hotel field, the United States regiment has far ahead of the public comments. Analysys International industry analyst Sun Mengzi said: "In the hotel area, the U.S. team's direct competitors have been upgraded by the public comments for tourism website Ctrip and Yi Long." March 2014, the United States monthly trading volume amounted to 2.59 billion yuan, the United States to set their own goal is to achieve 200 billion yuan trading volume. ”

In the last days of 2013, the United States Group Network announced the realization of profit, the industry's first to achieve a year of micro-profit group buying site.

"For Wang individuals, he has actually seen new vistas ahead of the United States," said Internet analyst Qianyu. Wang previously said that the narrow group buy industry's entire market share is only 30 billion or 40 billion, while the entire life service industry has a good trillions of, of which only 2 trillion catering, so group buying industry in this market is only a small part. ”

"In addition to group buying, the founding team of the United States network is more willing to tell investors that it is China's Groupon (the originator of the US group buying website)." Sun Mengzi explained that as a serial entrepreneur, Wang was hoping to bring the U.S. team to the U.S. market.

A first-line entrepreneur said that from the point of view of Ali, the United States Network and Ali has been a clear business competition relationship, so Ali has no more reason at the capital level with the United States and the network to do deep integration.

"If you can play the O2O this battle, the fourth group of forces outside of bat should be able to occupy a place." "Sun Mengzi said.

Hand-to-hand combat in the oligarch era

Group buying industry continued for a year or two shuffle, integration has been to the white-hot stage.

In the new round of O2O War, the United States can laugh to the last, Wang can be round for many years of the listing dream, is still a huge unknown.

China e-Commerce Research Center, a new data show that since the rise of group buying, the number of group purchase has been closed 5,376, the rate of closure reached 86%, closed the tide has spread to the first-line website, bat Giants joined, but also let group buying industry officially into the "oligarch competition era."

It is understood that as of the end of last year, the country has a total of 6,246 home purchase sites, is still operating in the number of sites only 870, the closure rate of up to 86%.

"The fate of the group buying site is a lot of luck. Roughly experienced the initial capital of the land to a large number of group buying site killing, and then to the 2012 failure tide, in the industry reshuffle eliminated a large number of enterprises, 2013 and 2014 group buying site began to enter the adjustment phase. "Sun Mengzi said.

After the shuffle of group buying market pattern basically formed. At present, the United States, the public comments, litters Regiment, handle nets, glutinous rice network, such as several previous group buying site has firmly occupied the market's voice right.

Although the number of group-buying sites has declined significantly, it has not meant that the group buying market has cooled, replacing the demand for group buying. Data show that in 2013, the total volume of group buying market transactions amounted to 53.289 billion yuan, up 52.8% per cent from 2012.

"The current domestic group purchase monthly turnover of more than 4 billion yuan, with Baidu, Ali, Tencent and other electric giants Enter, the 2014 purchase volume is expected to reach 77.15 billion yuan." "Million-chi Consulting Ruzenwang said.

Some say group buying has died, but Bat's stake is enough to prove the broad prospects of the group buying market. Ali investment in the United States, Baidu acquisition of Glutinous Rice, Tencent shares in the public comments, O2O field has become Bat's "Three Kingdoms Kill".

Li Baolin, chairman of China High-tech investment group, said that at present, the three major mergers and acquisitions have focused on the situation of the same subject is relatively rare, this shows that O2O is indeed a bat all want to depth intervention in the field. and the public comments on the grounding of the merchant, the Life service industry data resources and sales system, is bat want to do but not good or do not good, but also in the O2O field expansion of the short board.

Occasion to the U.S. market?

A series of bright figures announced High-profile, some insiders believe that the United States Group network may be taking advantage of the U.S. stock IPO boom in the second half of 2014 occasion to the U.S. listing.

"The United States and the network now the momentum and the 2011 pull-handle network is very similar, that will handle the Internet market is imminent, management and staff are full of confidence, as the chicken blood." "Million-chi Consulting Ruzenwang said.

While in an interview with a financial weekly reporter, the US group denied the issue when talking about the listing.

"The group wants to tell investors that he is China's Groupon. "Groupon, the originator of US group purchase, has gained more than twice times in 2013 years, compared with Groupon, which is currently at a disadvantage in revenue, but has started to catch up with Groupon in terms of turnover," Huang, an Internet analyst.

Groupon's growth is stagnant, and in 2014 it is likely to surpass Groupon, which will be a bigger market.

This year, the remainder of the group purchase hand-holding giant news, has Tencent for the public comments, glutinous Rice was Baidu acquisition.

And this for the United States network, facing the competition is not only group buying industry, more is from the bat competition, after all, in the group buying industry alone for a long while the United States, patron is extremely important.