Where does Ctrip secretly discuss the merger and let the competitor panic?

April 4, media reports said today that "Ctrip is secretly advancing and where to discuss the merger." The financial network was informed by a variety of interviews, the message originated from an anonymous media author, may be deliberately released by the rumors of a competitor. The reporter learned that the closest thing to the truth is: Not long ago, Ctrip did and where to discuss the merger, which made some competitors feel panic.

Sources pointed out that the merger originated in Ali Online tourism layout attempt. "The earliest, Alimi talk about the acquisition of the object is Ctrip." In fact, during the February or March of this year, there are media outlets, Alibaba is talking with Ctrip, or even point out "Ctrip and Ali recently on the back-end user data related to cooperation negotiations." But Baidu in learned this news, not reconciled to let Ali succeed. So he decided to start his own, starting at the capital level to promote Ctrip and where to merge. ”

Financial network reporter learned that the above statement is quite strange: in the online tourism industry, Ctrip 6.5 billion ranked first, where to 3.5 billion of the market capitalisation ranked second. Alibaba mentioned above is owned by Taobao Tourism, is far behind, in the 5th place of online tourism, and Ctrip there is no combination of complementary possibilities.

In fact, Taobao tourism in the model is not too much innovation, advance to learn Ctrip, where to learn, but there is no great achievements.

Financial network reporter learned that sequoia Chinese investors in a recent business school inside a dinner party has revealed that Ctrip and where to go to the network in large mergers and acquisitions there are huge opportunities. In contrast, Ali Tencent in the tourism industry is too weak, they and Ctrip merger is unlikely.

At present, the domestic online tourism industry competition is increasingly fierce, several camps are fighting for this huge cake. In bat, Baidu and Tencent and tourism vertical some innate fit degree: Baidu has intermediary station strategy, Tencent has micro-letter platform. But Taobao tourism is lagging behind more, far ranked in the fifth position. Its mobile strategy is relatively weak and cannot enhance the value of Ctrip.

If Ctrip and where to go to the net merger, according to industry rules, the first two competitors merged, even the third place may not survive, let alone the fifth name of Taobao tourism. So no matter how Ali struggles, it is hard to escape the fate of a complete exit in the tourism industry.

Ctrip CEO Liang Jianzhang and where to go Network CEO Zhungchengsu (Weibo) are the industry strongman. Liang Jianzhang has already been successful, go to where net should be ZHUNGCHENGSU career in the last stop, is also Chuang tries to set the most glorious record of entrepreneurial career stage. If there is capital activity, it is highly unlikely that ZHUNGCHENGSU will continue to run the company. This is clearly not what any competitor wants to see.