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携程面临竞争环境剧变 传言称或将收购酷讯--亲民维稳网络舆情监测室
2013-02-26
携程正遭遇前所未有的竞争压力。
Ctrip is suffering an unprecedented pressure of competition.
为应对竞争,携程的并购步伐正在加快,优化战略布局,收购了一个又一个的在线旅游公司,并且仍在对收购保持着强烈的饥渴,甚至设立单独的投资公司携程旅游控股。如今,即将“老将出马”的携程会不会再次将收购的手伸向业界同行,而他下一个收购对象会是谁?
In response to the competition,Ctrip is to speed up the pace of mergers and acquisitions,Optimize the strategy layout,Bought one online travel company,And still maintained strong thirst for acquisitions,Even set up investment holding company ctrip travel alone.now,Is about to"Veteran horse"Ctrip will once again to buy the hands of industry peers,And he who will be the next acquisition target?
携程面临的竞争环境剧变 Ctrip is facing competitive environment changes
1999年成立至今,携程公司已经成为中国在线旅游预订市场的领军人物,但步入中年的携程正在遭遇挑战。携程遭遇到的挑战首先来自于竞争对手的增多,一些专注细分旅游市场的特色网站不断出现使得携程面临四面围剿的局面,而去哪儿、酷讯旅游等旅游类垂直搜索引擎这种新的在线旅游业态模式出现使得旅游产品的市场报价更加透明,竞争更加白恶化。携程不仅面临客户流失,而且价格控制力也逐渐下降。
Was founded in 1999,Ctrip company has become China's leading online travel booking market,But middle-aged ctrip is now facing the challenge.Ctrip has encountered the first challenge comes from the increasing number of competitors,Some focus on tourism market segment characteristics appear constantly makes the ctrip website under siege situation all around,And where to go/Cool - tourism vertical search engines, such as travel like this kind of new forms of operation in the online travel industry pattern to make tourism products in the market price is more transparent,Competition is more white.Ctrip is not only facing customer churn,And the price control is also gradually decline.
根据艾瑞咨询的数据,在中国旅行预订第三方在线代理商市场中,携程的份额已经从过半数的绝对领导地位降至三成左右的相对领导地位。这与携程最辉煌时期的打着望远镜也找不到竞争对手的日子大相径庭,眼下的携程已经不得不被不断涌现的新竞争对手拖入了用价格战竞争的泥潭。
According to data from iresearch,In the third party online travel booking China agent market,Ctrip's share has fallen from more than half of absolute leadership position fell to around thirty percent relatively leading position.This with ctrip, the most brilliant period in telescope can't find a competitor's days are very different,Ctrip now have had to be constantly emerging of new competitors into the use of price competition.
刚刚出炉的年度财报披露,携程旅行网2012年净利润出现34%的大幅下滑,随着业绩下滑,携程上下也是焦急不安,到底是哪里出错了?06年辞任携程CEO的梁建章也是再度归来被寄予厚望,期待能带领携程这这个变化的时代重新树立起领导地位。范敏出任携程旅游控股有限公司董事会主席。携程旅游控股有限公司为携程旗下负责旅游相关业务的控股与投资公司。
Just released the annual report disclosure,Ctrip in 2012 net profit fell sharply 34%,With the decline in performance,Ctrip is anxious,What went wrong?06 years resigned ctrip CEO Liang Jianzhang is high return again,Looking forward to lead the ctrip that the era of this change to establish a leadership position.Mr. Fan as ctrip travel holdings co., LTD., chairman of the board.Ctrip travel holding co., LTD is responsible for ctrip's tourism related business holdings and investment company.
携程监会投资与战略布局 Ctrip will investment and strategic layout
携程首席执行官范敏在发布财报后称,2013年携程在并购方面会有更多的动作,“去年美国最大的OTA收购追至引擎公司,携程也将会收购搜索引擎公司,会帮助携程更好的服务。” 范敏讲的如此直白“收购搜索引擎公司”,相信携程已经有一些属意的目标。
Ctrip's chief executive, Mr. Fan said after the earnings release,In 2013, ctrip will have more actions in terms of mergers and acquisitions,"Last year, America's largest OTA acquisition of companies to the engine,Ctrip will bid for search engine companies,Will help the ctrip a better service." Mr. Fan speak so bluntly"Buy the search engine company",Ctrip is believed to have some choice.
携程的这一表态也表明了,其已非常明确地意识到了旅游搜索平台对在线旅游市场的涉透力及影响力的意义。目前国内的旅游搜索引擎公司主要就是两家——去哪儿网和酷讯旅游网,前者基本可以讲没有收购可能性可言,甚至有传言说只要有庄辰超参加的活动,范敏一律不出席。酷讯旅游网发展之初,可以讲与去哪儿网模式相近,都是定位于旅游搜索引擎,并一时与去哪儿齐头并进,后被全球最大的在线旅游公司Expedia旗下子公司TripAdvisor全资收购。
This statement also shows that the ctrip,It's very clearly aware of the travel search platform to wade through the online travel market force and the influence of the meaning.At present domestic travel search engine company mainly is two - where to network and cool - travel network,The former basic can speak no acquisition possibilities,There were even rumors that as long as there is ZhuangChen to participate in the activities,Mr. Fan shall not be attended.At the beginning of the cool news travel network development,Close to where network mode can speak,Is located in the travel search engine,And at that time and where to go hand in hand,After the world's largest online travel company Expedia's TripAdvisor wholly owned subsidiaries.
TripAdvisor作为全球最大最受欢迎的旅游社区,拥有超过1000万的注册会员以及2500多万条的评论,为用户可信的全球化旅游信息,帮助旅游爱好者完成预订工作。
TripAdvisor travel community as one of the world's largest and most popular,Has more than 10 million registered members and more than 2500, ten thousand comments,Credible global travel information for the user,Help finish booking travel enthusiasts.
携程即将收购酷讯? Ctrip is acquisition and cool?
目前,携程已经一口气投资了驴评网、订餐小秘书、中国古镇网、途家网、松果网、订餐小秘书、太美旅行、飞常准等,那么已经放开脚步的携程下一个收购对象会是谁呢?有业内人士暗指,携程下一步很有可能收购的是酷讯?因为面对背靠百度的去哪儿频频刁难,携程似乎很需要一家旅游垂直搜索引擎来牵制咄咄逼人的去哪儿,真的会是酷讯吗?
At present,Ctrip asses have invested in a review of the network/Order small secretary/China's ancient town network/Way home network/Pinecone network/Order small secretary/Too the United States travel/Fly often associate, etc.,So steps have liberalised under ctrip who will be a takeover target?The personage inside course of study refers to,Ctrip is likely next acquisition is cool?Because face back go frequently spite of baidu,Ctrip travel seem to need a vertical search engine to restrain aggressive going,Would be cool - really?
其实,细细分析携程将要收购酷讯的消息也不无可能。因为酷讯的垂直搜索模式与TripAdvisor在全球各地的运营都显得有些另类。同时TripAdvisor在中国的资产还有同样以用户社区点评为主要业务的到到网,到到网的主营业务与TripAdvisor在全球范围的业务形态与业务模式是一致的,更加接近TripAdvisor全球大家庭。
In fact,Detail analysis of ctrip will buy cool news news is possible.Because cool - vertical search mode and TripAdvisor in operations around the world seem to be some alternative.At the same time TripAdvisor assets in China and also to the user community review as the main business to the network,To the main business of the net with TripAdvisor in global business and the business model is the same,Closer to TripAdvisor global family.
业内人士指出, TripAdvisor当初收购酷讯很有可能是因为看重酷讯资产的投资价值,这只是一次财务投资而不是战略投资。虽然酷讯和TripAdvisor都尚未对外披露那次交易的具体金额,但当初TripAdvisor是在一个非常划算和合理的时机投资了酷讯旅游网显然已是业内共识。
The personage inside course of study points out that, TripAdvisor buys cool - probably because cool - asset investment value,It was just a financial investment, not a strategic investment.Although the cool - and TripAdvisor have specific amount has not yet disclosed the deal,But when TripAdvisor is in a very cost-effective and reasonable time to invest in the cool - travel network has clearly is the consensus in the industry.
假如携程真的有意投资旅游垂直搜索引擎,并购酷讯并不是不可能的事情,只要价格足够合理,TripAdvisor应该也会乐意把酷讯业务出售给携程。或许更加有可能的情况是,TripAdvisor并不愿意不彻底出售酷讯,而是出让部分酷讯的股份给携程,效仿它曾经的母公司Expedia也给艺龙引入了腾讯、千橡集团等投资的做法。不管是什么结果,对双方而言都是一个不错的交易。
If ctrip travel really wants to invest vertical search engine,Mergers and acquisitions - cool is not impossible,As long as the price is reasonable enough,TripAdvisor should also be willing to sell cool - business to ctrip.Perhaps more likely,TripAdvisor is not willing to not sell cool thoroughly,But surrender some cool news stake to ctrip,Follow it once the parent Expedia gave introduced a tencent elong/Oak Pacific group such as investment.No matter what the result,Is a good deal for both sides.
商业就是这样,投资更是如此,在商业的世界里一切皆有可能发生,如果携程有意投资在线旅游垂直搜索,那么酷讯目前是最好的选择,而且为了应对竞争,携程想要继续保持行业领先地位,它将不得不这么做。酷讯,会是这轮携程投资狂潮中的下一个收购对象吗?我们暂且拭目以待。
Business is like this,This is especially true investment,In the business world, anything can happen,If ctrip intends to invest in online travel vertical search,So cool - now is the best choice,And in response to competition,Ctrip want to continue to maintain industry leading position,It will have to do so.Cool -,Will be the ctrip investment spree in the next round a takeover target?Let's wait and see.
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