Why is the gap between Jifeng and 91 so big?

Zeng Ai/Wen yesterday I was in the United States, but see Jifeng to a very low price to sell a-share listed companies Eschde, or heart feeling, can't help writing something. In 2012, the income of Jifeng was $28.29 million, while 91 of the income was 280 million yuan in the same period. The Jifeng sold the price market estimated at about 300 million, and 91 sold to Baidu's valuation is 1.9 billion dollars. So what is causing this huge gap? Not long ago I had dinner with the early founder of the 91 cell phone assistant, Xun Jun. He mentions an interesting point: those stores that only have mobile apps and no PC assistants, such as Jifeng, and those with PC-side phone assistants, and the App Store on the phone, are getting stronger, Like 91 and 360, pea pods. The reason is very simple, mobile phone application distribution channel is the flow of consumption flow output side, we have discussed before, the application store is not like browsers, search engines, Web site navigation, can repeatedly sell traffic, the application of the store's traffic to sell is not their own. and mobile phone users after the mobile phone, the installation of the application are similar, will rarely patronize the mobile phone app store, which further led to the decline in its activity. There is also a fatal problem with the access to the App store on the phone, which is the inability to gain stable new users. Early Third-party app stores often go into the user's cell phone by swiping, pre-installed, and so on, but as the market becomes more competitive, the cost of these ways is getting higher, and the major handset manufacturers have their own application market, smaller independent third-party app store days getting worse. So why are 360, 91 of applications distributed more and more large? The core is that they are PC mobile phone's comprehensive class distribution platform. 91 mobile phone assistant first through the PC to the user's smartphone installed software, when 91 first from the Apple escape channel to do, when Apple's itunes software is considered very unsuitable for the Chinese to use, so that 91 picked up a big cheap, a lot of Chinese installed app choice. Since then, 91 has developed a mobile phone-side distribution channel-the Android Market. But what many have failed to notice is that 91 of mobile phone assistants are not just a distribution channel for mobile apps, but a very good mobile phone management software. For example, when the pictures and recordings on my phone are uploaded to the computer, it is very convenient to pass the 91 management files. When the files on my phone need to be backed up, 91 also works well. And 91 also has cell phone books, video distribution business, that is, it is not only a mobile phone application distribution channels, or a comprehensive mobile phone content distribution channels. Now, do you understand why 91 is worth 1.9 billion dollars? Let's take a look at the 360 mobile-phone assistants now in the limelight, with the early 360 passing through a lot of 91 of the essence of a 91 unpleasant partnership, thus quickly replicating the 91 model. At present, the industry generally believe that 360 is already China's first mobile application distribution channels. 360 in such a short period of time to beat other shouldOne of the core elements of the distribution channel is that 360 of the flow of external PC traffic is pouring in--a purely mobile-phone store like Jifeng. Similar to 91, 360 of mobile phone assistants have developed into a comprehensive mobile phone management software on the PC, and users have a strong reliance on it, so they can maintain a high degree of activity. Having said this, you should have a general idea of the future pattern of the mobile App Store. I've been looking at all kinds of data backstage every day, the first feeling is that China's mobile channel is too much, touch the "fishing up to 2" in China needs to butt more than 200 distribution channels, including Baidu, 360, 91, UC, Tencent, such as the use of the giant, there are millet, Huawei, Oppo such as mobile phone manufacturers bring their own stores, as well as operators of the store, there are Android, Jifeng and other Third-party markets, as well as Skye, Le Frog and other channels only China. The prospect of a mobile application distribution system that does not stabilize the flow of external traffic is likely to be bleak. I think the next thing to worry about is the major handset manufacturers own stores, because these handset manufacturers store only the handset side of the store, and the lack of 360 of the PC end of the continuous flow of traffic poured, which is hindering their development is a big problem. Of course, any one of the application distribution channels are facing the online user is about to run out of the situation, then where is the next blue ocean? It's probably under the line. Many Chinese are still accustomed to buying mobile phones on the first day let the phone store owner to help him fill the screen application. This is the most bitter, the most tired piece of the market, but also the most difficult to unify, the most easily formed warlords separatist market. The message we know is that the big players have quietly begun to act on this piece. Interested friends can pay attention to the famous unlisted company called Skye and see what it is doing recently. (The first Ufforbus Chinese web, the author micro-letter public number: Mobile observation)