Where is the future where the hand-swimming bubble bursts?

Wen/Shanhai

In contrast to the fiery situation in the hands of the previous tour, the focus of the current capital market competition has begun to decrease. We see more and more institutions, the floating capital began to sell the concept of hand tour stocks, it seems that the hands of the bubble burst to advance.

Remember the craziest time, FA (financial advisers) are chasing entrepreneurs every day behind the butt, asking whether they are willing to sell, and entrepreneurs are also very tangled, has been said again and so on. But now the situation seems to be reversed again, is the entrepreneur chasing FA begged it to help their company as soon as possible to sell, and even some entrepreneurs are willing to 10 points of service fees and PE no strong requirements.

The concept has not been recognized by the bursting of the hand-travel bubble

Recently, the A-share market hand tour concept stocks overall decline, this may be related to the capital withdrawal of hot money, institutions, the capital circle generally believe that the hand-travel bubble has begun to slowly burst, next year this phenomenon will become more serious, at least to be sure, Cross-border play Hand tour has been very difficult to get the recognition of investors.

If the new Hai Yi (A-share listed company) announced its involvement in the tour, its share price did not rise as expected, the closing day, compared with the opening price, only a small increase, or 2.5%. And another ready to dabble in the hand tour of A shares listed company Huatian Hotel, announced ready to dabble in the hands of the tour, its share price even three consecutive trading days, the cumulative decline of 24.44%, at the later Provisional General Meeting of shareholders, all shareholders have vetoed the investment bill.

This is contrary to the previous phenomenon of the capital market in pursuit of the concept of hand tour. As long as a a-share listed companies, no matter what industry, as long as mergers and acquisitions, investment, capital increase hand travel company, regardless of whether the news is true, the price of miso to limit trading, trading, and then trading.

Of course, the two companies ' stock price performance is also related to the investment of the hands of the company, the companies they invest in are not well-known, there is no famous products, so investors do not buy.

If the Cross-border playing hand tour is not recognized by investors, then professional to play the company of the tour? Next year will be the best time to test the problem, but in the opinion of peak brother, the situation is not very optimistic.

With the early entry of a large number of capital, as if the individual with a pen money, a team can do hand tour, which indirectly caused the cost of the hand tour of the rise, so the profit space of the hand travel also decreased.

According to the hands of the industry insiders introduce "now daily on-line hand tour products in more than 3, in the research and development of the hand tour products have nearly 7,000". More and more hand-travel products on the back of the product is only the same quality, we will even see a lot of play consistent, plot consistent, the theme is not the same as the hand tour products. The homogeneity of the product behind only the user to obtain the cost of the rise, after all, the user is limited, the demographic dividend is limited. And any game users are the existence of life cycle, hand swim to maintain high revenue, only through the "wash the user" to achieve, to the end even the "loss of profit yell" dilemma.

Not only that, now the labor cost of hand travel compared to the past has been greatly improved, the past Beijing, a hand tour developer's average wage of only 10,000/month, and now some game companies in order to attract talent is still open to 30,000/month.

Hand Tour What to do next? The transition is imminent

In contact with the hands of this period of time, the peak brother learned some new words, such as "Mild Hand Tour", "Moderate Hand Tour", "Heavy Hand Tour", which represents three different hands to swim the ecology.

One of the light hand swimming refers to those short-lived hand tour, such as crazy guessing songs, every day to eliminate love, in the experience of a breakout period, often appear a sharp atrophy. Its product characteristic is the user life cycle short, is easy to start, the per capita contribution value is low, the user pays the desire to be inferior. The heavy game is opposite with the slight game, such as Time and Space Hunter, Dragon's power. The moderate game is a balance between a mild game and a heavy game, such as my name is Mt.

In the early days of the Chengdu Game Circle Party, more and more game developers mentioned "heavy game", but also released a change to do heavy game signal.

First, the mobile phone hardware conditions and software environment constantly in progress, the thousand-yuan machine can run most of the heavy game, 3G is also increasingly popular, heavy hand travel threshold, and the improvement of payment environment also makes heavy hand travel easier to do income.

Second, the imagination of the light game space is limited, is a visible ceiling of the market. But the heavy game is different, the heavy game is aimed at "heavy player", this part is really gives the game to contribute the income the player, moreover their life cycle is more lasting than the mild game, therefore has many conceivable space.

If the market personnel method of the game developer is applied properly, heavy game may also reduce the marketing costs of enterprises, because the heavy game is not necessarily like a light game is a traffic, but need to adapt to their own precise flow, in the process of screening intangible reduce the cost of the enterprise marketing.

However, in peak brother's opinion, no matter what game, as long as we swarm to do, then still can not escape the current product homogeneity of the cycle. Perhaps only the first crab-eating people can get real benefits, those who imitate can only accompany a yell a few.

Now we see more of the game developers are changing, in the transition, because the transformation will die, the transformation may also have chance. As for how to transform, perhaps to use the Internet thinking, to the user-centric, not to market, capital hot as the center, otherwise can only be other people's cannon fodder.