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旅游短租业发展迅猛火药味渐浓--亲稳舆论引导监测室
2013-02-25
今年年初,国内的蚂蚁短租、小猪短租分别宣布获得了近千万美元的融资。2月初,途家网也宣布完成两轮融资,数额达4亿元。兴起后一年时间内,多家企业就获得资本的青睐,在线短租受到业内外广泛关注。业内人士透露,国内短租业在如此迅猛的发展势头下,很快就会迎来一波兼并入资的行业调整。
At the beginning of the year,The domestic ants short rent/The pig short rent分别宣布获得了近千万美元的融资.In early February,途家网也宣布完成两轮融资,The amount of 400 million yuan.A year after the rise time,Companies to get the favour of capital,Short online rental caught the attention of chun xia.Industry insiders,Domestic short rent industry in such a rapid development momentum,Will soon usher in a wave of mergers and acquisitions into the adjustment of industry.
用户数已达数百万级 Users has reached millions
邹双是不少在线短租平台上的优质房东,她将自己在海南三亚靠近海边的一套三层公寓向外短期出租已经接近两年,接待上百位房客,租期从1天到几个月不等。除了房间,邹双还向租客提供厨房、洗衣间等日常家居设施。靠房子出租,邹双每月平均入账万元基本不成问题。
Zou Shuang is short a lot of online rental platform on the quality of the landlord,She will be in sanya, hainan a set of three layers on the shore of the sea to short-term apartment rent already pick up nearly two years,Receive hundreds of guests,租期从1天到几个月不等.In addition to the room,Zou Shuang tenant was provided with the kitchen/Laundry room daily household facilities, etc.On the house rent,Basic no problem Zou Shuang accounted for an average of ten thousand yuan a month.
作为尝螃蟹的人,邹双很看好在线短租平台,“在短租平台的操作对房东和租客都有保障。”邹双告诉记者,成交后,短租平台方会收取10%的手续费, “有点像支付宝”。邹双现在已经成为职业房东,她打算继续扩大经营规模,“周围有不少空置房,如果都能被开发利用,市场前景很不错。”
As the taste,Zou Shuang look good short rent online platform,"In short rent platform operation to the landlord and the tenant are guaranteed."Zou Shuang told reporters,After clinching a deal,短租平台方会收取10%的手续费, "有点像支付宝".Zou Shuang has become a professional landlord now,她打算继续扩大经营规模,"Surrounded by a lot of vacant,If you can be the development and utilization,Market prospect is very good."
像邹双这样的短租房东正在急速增长,以蚂蚁短租一家平台为例,仅一年时间,在线的实名房东就猛增到上万名,用户数也达到百万级。这些都说明,在线短租业在蓬勃发展。 “从现行的O2O模式看,虽然线上短租在国内的发展还处于起步阶段,但发展模式很清晰,用户需求也非常明确。”在蚂蚁短租CEO 翟光龙看来,短租业的发展前景是非常美好的。
像邹双这样的短租房东正在急速增长,Ant short rent a platform, for example,Only a year,Online real-name landlords to tens of thousands of,用户数也达到百万级.All of these instructions,在线短租业在蓬勃发展. "Look from current O2O mode,Though online short rent in the development of the domestic is still in its infancy,But the development pattern is very clear,User requirements is also very clear."It seems to short rent CEO ZhaiGuangLong ants,Short rent industry development prospect is very good.
看谁跑得快 See who runs fast
目前,国内的短租平台均是出自对短租行业的鼻祖美国Airbnb网站的模仿,主要形态分为两类,一类是以蚂蚁短租和小猪短租为代表的是C2C模式,就是搭建平台让租客和房东直接沟通,这种草根式的在线短期租房模式被业界称为是租房界的“淘宝网”。另一种模式是以途家网为代表的B2C模式,针对旅游度假做房屋托管模式,也就是从出租、交易、到线下的物业管理,均由途家代管,走的是高端商务路线。在中国移动互联网应用协会秘书长杨晓明看来:“前者的管理相对松散,但价格区间跨度大,适用于中低端个人用户,而后者的管理相对标准化,但成本也较高,更适用于商业客户。”
At present,Domestic short rent platform are out for a short sector granddaddy Airbnb website of imitation of the United States,Main form is divided into two categories,Category is a delegate with ant short rent and short the pig is C2C mode,Is to set up direct communication platform for tenants and landlords,The grass radical online short-term rental mode is known to the industry as the rental industry"taobao".Another kind of pattern on way home network to represent the B2C mode,For holidays do house hosted mode,From rent/trading/Offline to property management,Escrow by way home,Go is high-end business line.In China mobile Internet application association secretary-general Yang Xiaoming view:"The former was relatively loose,But the price interval a span,Apply to mid-range individual users,While the latter is the relatively standardized management,But the cost is higher also,More suitable for business customers."
虽然从目前情况看,国内在线短租的两大模式各有侧重,但获得携程的投资后,途家网向中低端市场进军的趋势也日趋明显,几家之间的竞争在所难免。“短租行业讲求规模经济,用户数发展有限。现在就看谁发展得快,谁跑在前面,谁就更容易获得市场。”在杨晓明看来,年初三家短租网急于宣布自己获得的融资数额,目的也就是想展现资本市场对他们的认可,给投资者、用户更多的信心,以打响知名度。
Although looked from the situation,Domestic online short rent two models each have emphasize particularly on,But for ctrip after investment,Way home network to the mid-range market trend is increasingly obvious,Competition among several unavoidable."Short rent industry emphasizes the economies of scale,Users development co., LTD.See who is faster now,Who ran in front of,Who is more likely to win the market."It seems to Yang Xiaoming,Junior house rent short net declaring their amount of financing,Purpose is to show recognition of their capital market,To investors/The user more confidence,In a public profile.
究竟谁更容易胜出,目前还很难分出伯仲。一位业内人士分析,从目前的情况看,市场上知名的几家在线短租平台实力都非常雄厚,虽然都尚未进入盈利阶段,但日后的竞争势必激烈。“像蚂蚁短租、小猪短租,以及途家,都是有雄厚背景支撑的,今年虽然蚂蚁短租刚从赶集网分离出来,但赶集网之前积累的用户资源对于蚂蚁来说依然是有力的支持,而途家网有携程的支持,无论是资金还是市场都是一种支撑。关键是看谁能更快地培育自己的市场,更快地形成规模。”业内人士认为,国内短租业在如此迅猛的发展势头下,很快就会迎来一波兼并入资的行业调整。
Who are more likely to win,Is hard to tell.One industry source analysis,Looked from the present situation,Well-known short several online rental platform on the market power is very strong,Although has not yet entered the stage of profit,But in the future competition is fierce."Like ants short rent/The pig short rent,And the way home,Have a strong background support,This year although the ant short rent just separate from market network,But market net accumulation before the user resources is still a strong support for the ants,The home network has support from ctrip,Both in money and the market is a kind of support.The key is to see who can faster to cultivate their own market,To scale quickly."The personage inside course of study thinks,Domestic short rent industry in such a rapid development momentum,Will soon usher in a wave of mergers and acquisitions into the adjustment of industry.
规范化程度有待提升 Standardization degree need to be improve
虽然发展势头迅猛,不过业内人士认为,国内短租平台仍然有诸多不足以待完善:与国外短租行业强调的“分享经济”相比,国内短租平台上的业主们大都是以出租盈利为主要目的,在信用体系,以及规范管理上一定会遇到国外所没有的新问题。“比如,房东上传的图片与实际体验的不同,该怎么处理?另外,传统的酒店业是有一套成熟的管理体系的,需要通过消防、公安的认证,而目前,以民宿为主的短租行业这方面的规范化程度还不成熟,尚待完善。”一位业内人士对记者表示。
Although the development momentum is swift and violent,But industry insiders say,Domestic short rent a platform there are still some shortcomings for perfect:With foreign rent industry emphasis"Share of economic"Compared to the,Domestic short rent rental platform owners are mostly based on profit as the main goal,The credit system,And normative management will be abroad do not have new problems."Such as the,The landlord to upload different images and the actual experience,How to deal with?In addition,The traditional hotel industry is a set of mature management system,Need through the fire/Public security authentication,Now,,Is given priority to with the home stay facility short rent industry standardization degree is not yet mature in this field,It remains to be perfect."One industry insider told reporters.
当然,这些都是国内短租行业走向成熟的必经之路,杨晓明认为,当下国内的经济形势也非常适合在线短租业的发展,“在国家大力提倡旅游经济的大背景下,自己制定旅游路线,找当地的特色房源的体验式的自由行成为了一种流行;另外,国内目前的房地产存量巨大,对于这些闲置房的房主而言,短租是比较适合的出路。事实上,不少短租的投资收益要大于长租,从租住的时间上也更为灵活。”
Of course,,These are domestic short path to rent of the maturity of the industry,Yang Xiaoming think,Current domestic economic situation is also very suitable for short online rental industry development,"Strongly advocated in countries under the background of tourism economy,Make travel route,Looking for local feature properties of experiential free line has become a popular;In addition,Domestic real estate huge stock at present,For these XianZhiFang homeowners,Rent is a suitable way.In fact,,Many short rent investment returns than long,From the time of rental is more flexible."
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