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In the spring, there will be some seasonal increase hormone. As described in the "growing" youth, is full of desire and impulse of the season. 58 city and Ganji announced, they got together. According to the announcement that 58 city, 58 city will get Ganji 43.2% in cash and stock of the shares (fully diluted), including 34000000 shares of common stock (17000000 ADS) and $412200000 in cash. The previous 58 city life service information in an effort to get rid of the label of their own, but to do "Chinese biggest O2O platform, and go 58" after the merger, O2O is likely to accelerate the pace, which for the BAT O2O layout will undoubtedly have a huge impac
The Internet also launched a lively discussion on this topic, it is very normal, but on the Internet "and Ganji just miss the person or opportunity, where the Baidu service strategy? "Such a controversial article, which caused Luo Chao and other well-known Internet commentators consistent tucao.
In the BAT three O2O layout, each have their own advantages and disadvantages, it has a lot of mentioned in the last article, but also basically is the industry consensus. But this article the overthrow of the knowledge, to Baidu labeled "no service" label.
As long as the familiar with the IT development history will know, rely on the software and hardware of profit, it is the last century thinking and business model, now whether you provide is a search or electronic trading platform, is essentially rely on the service to profit.
Baidu puts forward the concept of "connecting people and service", for the next line of business, through the direct number of online resources to help them bring the business is a service, for individual users, the service of permutation and combination, three-dimensional rendering according to the various properties, which in itself is a kind of service. As user comments that, O2O is not going to do everything, but to both sides of supply and demand effectively, accurately linked together.
The transition of classified information website to the O2O market, itself is a kind of attempt and exploration, now O2O market situation is uncertain, no matter who is the successful acquisition of the Ganji, just add a background, if who can win the war Ganji O2O successfully, so the market valuation or at least tens of billions of dollars. Competition, is what? Directly to receive fair work together, this is obviously subjective.
The O2O market will be what impact?
58 and go to the market after the merger, the market value could exceed $10000000000, so after the merger will be like a stone into the O2O sea, splashing waves is inevitable, whether it is BAT, or the vertical segments of the public comments, the U.S. group and even the car home, will be more or less affected.
On the Baidu, its position is very clear, is to make the connection between man and services, the recent Baidu frequently shot, hand Uber, 51 cars, is to solve the user travel demand and supply relationship quality. Baidu online booking, after three seven day of ultra cheap movie marketing, in this period Baidu online reservation ticket volume accounts for the national total ticket amount to more than 15%. In Baidu platform, the user has finished searching the connection transaction, service providers, such as a series of closed loop. In the short term, as the first Internet search entrance role does not have a significant change, so the 58 fair with little effect on the Baidu O2O layout.
Because in the 58 and go to the market's operating expenses, advertising is a major, in the past due to intense competition, the two will rush in Baidu for PPC, after the merger of this part of the cost may be reduced, which may have a slight impact on the Baidu search revenue, after all, 58 and the market most of the money on the goddess, please on TV and brush bus advertising.
The 58 city in order to increase profits, one of the long-term planning is to establish an online trading platform, the secondary market and Taobao 58 and go to the market also has high degree of overlap in the business. So after the merger, 58 and go to the market to expand the online trading platform will be more intense, so Ali electricity supplier business may be affected.
Public comment is widespread media attention in the O2O development, the 58 market fit, and public comment now efforts to expand Hotel, wedding, family, home, car and other life service O2O business development, but also the formation of coincidence. Tencent recently subscription $400000000 of newly issued shares of 58 city, plus before investment, Tencent under the re injection in 58. Although the other 58 executives stressed and Tencent investment business without conflict, but the fact of the matter is how to coordinate the public comments, 58 city in the future development on the coincidence of O2O business, but also need to spend Tencent wisdom to solve the problem.
58 go to the market with the advent of World War II, will speed up to O2O
Li Keqiang prime minister in the government work report made a high-profile Internet + strategy, is hoping to help the reconstruction of Internet technology to upgrade traditional industries. In the O2O tide of competition for the vertical segments, BAT service providers have received, the next is how to make an inventory of good service connection using a large data resources, the test.
Including 58 city and go to the market, after the merger O2O business is only the effect of 1+1=2, the synergistic effect between each other is far from reach. Uber is Baidu travel service O2O end? Obviously not. Baidu specialty is technology, so Baidu increase the technology in the field of artificial intelligence, unmanned, data mining and other large investment, through investments and acquisitions to expand the ecological camp without mercy, we might imagine, if Baidu unmanned and called the car service