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去哪儿再动携程奶酪:打造垂直旅游淘宝+百度--亲稳舆论引导监测室
2013-05-14
过去,去哪儿网(qunar.com)身上的标签是“垂直旅游行业的百度”,业务模式是CPC(搜索比价);现在,去哪儿网将标签换为“垂直旅游行业的百度+淘宝”,业务模式是TTS(Total Solution,酒店在线交易系统)+CPC。
过去,Where to network(HTTP: / / Qunar.Com)The tag is"Vertical baidu in tourism industry",Business model is the CPC(Search terms);now,Where network will label change for"Vertical + taobao baidu in tourism industry",Business model is the TTS(Total Solution,Hotel online trading system)+ CPC.
4月23日,去哪儿网CEO庄辰超接受本报记者采访时表示:“这方便了消费者,过去需要学习、适应不同的OTA网站,现在不需要了,只需要面对去哪儿网,去哪儿网对于消费者而言,相当于"一站式在线旅游服务平台"。”
On April 23,,Where network CEO ZhuangChen than an interview with our reporter said:"It is convenient for consumers,In the past, you need to learn/Adapt to different OTA sites,Don't need now,You just need to go net face,Where net for consumers,Is equivalent to"A one-stop online travel service platform"."
今年3月,去哪儿网鼓励OTA合作伙伴加入酒店业务TTS平台,加入TTS平台获得更多价格上的优惠。这一决定却引起轩然大波,4月初,OTA(包括艺龙、同程网)等宣布从去哪儿网集体下线,俨然形成对抗去哪儿网联盟。集体下线事件不足半月,OTA联盟内部分裂,如家宣布终止与同程合作,同程网则暗指行业老大携程背后操纵。
今年3月,Where net encourage OTA partner to join hotel business TTS platform,Join the TTS platform to get more discount on the price.This decision has caused quite a stir,At the beginning of April,OTA(Including the elong/With the process network), etc.宣布从Where to network集体下线,Where it is against the network alliance.Less than half a collective offline events,OTA union internal divisions,Home inns announced the termination and cooperate with the process,With cheng boss ctrip net is alluding to industry control.
随后,除了艺龙之外,包括芒果在内的OTA纷纷回归去哪儿网并接入TTS平台。
随后,In addition to elong,Including mango, otas are regression where to network and connected to the TTS platform.
这并不是战争的终结,去哪儿网的CPC模式是对携程“呼叫中心模式”的一次颠覆,过去数年,去哪儿网快速崛起,俨然挑战携程的统治地位,TTS又一次动了携程的奶酪,携程作为在线旅游行业的老大无法坐视。
这并不是战争的终结,Where net of CPC to ctrip is model"Call center mode"A subversion,Over the past few years,Where net rapid rise,Peremptory challenge the dominance of ctrip,TTS moved ctrip cheese once again,Ctrip as online travel industry can't sit back.
TTS打造新秩序 TTS make new order
TTS是去哪儿网最近在酒店行业力推的一种新的业务模式:消费者如果采购OTA(在线旅游代理商)放到去哪儿网上的产品,用户预订产品行为完全在去哪儿平台上完成,包括填写个人预订信息、付款交易等全过程,去哪儿网再将生成的订单传给OTA,并由去哪儿网向相应OTA网站提供交易记录和交易金额。
TTS是Where to network最近在酒店行业力推的a种新的业务模式:If consumers purchasing OTA(Online travel agents)In products where the Internet,Users booking products behavior completely on qunar platform to complete,Including personal reservation information/付款交易, etc.全过程,Where net to OTA will generate order again,And from where to net to corresponding OTA websites provide trading record and transaction amount.
CPC业务不同,消费者通过去哪儿获得酒店信息,点击之后将跳转至OTA网站(比如同程、艺龙等),在OTA网站完成填写个人预订信息、付款交易等。
CPC业务不同,Consumers go for hotel information by,After click on to jump to the OTA sites(Like to ride/艺龙, etc.),In individual OTA website complete the reservation information/付款交易, etc..
尽管TTS模式在酒店业务上刚刚推出,但去哪儿网在机票业务上早于2010年开始推行TTS。庄辰超透露:机票代理商接入去哪儿网TTS平台后,提升了顾客体验,也优化了机票代理商的管理流程。
尽管TTS模式在酒店业务上刚刚推出,But where to net on the ticket business early in 2010 began to implement the TTS.ZhuangChen super revealed:Ticket agent where access to network after the TTS platform,Improving the customer experience,Also optimized the ticket agent in the management process.
对顾客提供的方便还不止于此,统一管理还有监督功能。庄辰超说:酒店常用优惠券吸引顾客,提取返现设置层层障碍,比如程序复杂,无法提取返现等,消费者常常投诉到去哪儿网,但去哪儿网也无能为力。
对顾客提供的方便还不止于此,Unified management and supervision function.ZhuangChen super said:Hotels often coupons to attract customers,Extract the cashback set up layers of obstacles,Such as the procedures involved,无法提取返现, etc.,Where consumers often complain to the network,But where to net can do.
这样既损害了消费者应得的利益,也扰乱了去哪儿生态及秩序。通过TTS平台,去哪儿网可以通过付款交易、位置推荐等环节制约酒店服务提供商的行为。
这样既损害了消费者应得的利益,Where also disrupts the ecosystem and the order.Through the TTS platform,Where net can payment transactions/位置推荐, etc.环节制约酒店服务提供商的行为.
庄辰超说:能过TTS平台,去哪儿网提供技术支持与平台,对消费者的整个预订及后续服务进行统一的监控,上述问题不复存在。
ZhuangChen super said:Can the TTS platform,Provide technical support where network and platform,For consumers of the entire booking unified monitoring and follow-up services,These problems no longer exist.
同程网CEO吴志祥接受本报记者采访时表示,与CPC相比,TTS平台有三方面的优势,一是用户体验更好;二是更多的客户来源;三是运营负责。去哪儿网TTS相当于一个IT基础设施平台,OTA可以减少之方面的投入。
With the process networkCEO吴志祥接受本报记者采访时表示,Compared with the CPC,TTS platform has three advantages,Is a better user experience;The second is more customer source;3 is responsible for operations.Where net TTS is equivalent to an IT infrastructure platform,OTA can be reduced.
一些OTA担心,通过TTS,去哪儿网截取了用户信息,对于OTA厂商是一个威胁。吴志祥并不这样认为:“在CPC模式下,用户信息只存留于OTA;在TTS模式下,用户数据同时存在于去哪儿网与OTA,去哪儿网并没有截留用户信息。”
a些OTA担心,Through the TTS,Where net captures the user information,Is a threat for OTA vendors.Wu Zhixiang don't think so:"Under the mode of CPC,User information is only saved from OTA;In TTS mode,Where user data at the same time exist in the network and OTA,Where net didn't intercept user information."
吴志祥说,去哪儿网获取用户信息的作用是优化服务,为消费者提供更好的体验,OTA应该支持,而不是质疑。
Wu Zhixiang said,Where to go is to optimize service function of networks to obtain user information,To provide better experience for consumers,OTA should support,Rather than question.
吴志祥透露:目前去哪儿网尚未对TTS业务单独收费,TTS平台上也按点击收费,但因为TTS提供了更多的支持,订单转化率高,价格略有上调。
吴志祥透露:Now where to network has not yet been charging for TTS business alone,TTS platform also pay per click,But because the TTS offers more support,Order conversion rate is high,Price increases slightly.
对于OTA厂商来说,CPC模式相当于在百度上投关键字广告,TTS模式相当于在淘宝上开店,新的去哪儿网因此被称之为在线旅游业的“百度+淘宝”。
对于OTA厂商来说,CPC model is equivalent to in the baidu keyword advertising,TTS model equivalent to open a shop on taobao,Where are the new network so called online travel"Baidu + taobao".
明枪与暗箭 To close
去哪儿网今年3月宣布:凡是接入去哪儿网的TTS系统的OTA伙伴,CPC价格涨福平均约为10%,而不接入TTS系统的OTA伙伴,CPC价格将上浮更高,一些OTA诉苦,因为未按要求接入TTS平台,CPC涨幅高达40%。
Where to network今年3月宣布:Whatever where access to network the TTS system OTA partner,CPC prices rose at an average of about 10%,OTA partner without access to the TTS system,CPC price will rise higher,Some of the OTA complaining,Because failure to access the TTS platform,CPC gains as high as 40%.
庄辰超说:这样做的目的是为了鼓励酒店服务商接入TTS系统,一些OTA伙伴的CPC价格确实上涨了40%,原因是去哪儿网今年取消了大客户返点导致CPC价格上涨,绝大部分涨幅不超过20%,属于正常浮动范围之内。
ZhuangChen super said:The aim is to encourage hotel service access the TTS system,Indeed some OTA partner CPC prices by 40%,Reason is where net cancelled this year big customer rebates to CPC prices,Most of the gains of less than 20%,Belongs to the normal floating range.
价格上调的做法引起了一些OTA伙伴的抵制,OTA伙伴认为价格上浮太高,他们开始做如下猜测:价格上浮太高的原因是强制要求OTA合作伙伴接入TTS平台;强制要求OTA接入TTS平台的原因是去哪儿网受到了利益驱动。
价格上调的做法引since了a些OTA伙伴的抵制,OTA partner think prices rise too high,They began to do the following:Prices rise too high because of mandatory OTA partners access the TTS platform;Mandatory OTA where access is the cause of the TTS platform network by the benefit drive.
4月初,都在2013年清明出行高峰之前,包括艺龙旅行网、同程网、芒果网及住哪网等OTA供应商不约而同暂停了与去哪儿网的合作。这一事件被演绎为OTA集体下架酒店产品。
At the beginning of April,Before qingming travel peak in 2013,Including the elong travel network/With the process network/mango网及住哪网, etc.OTA供应商不约而同暂停了与Where to network的合作.This event is deduced for OTA group under the hotel product.
艺龙网CEO崔广福接受媒体采访时对去哪儿意图进行了如下猜测:一、去哪儿网原来的搜索比价业务模式不变,即CPC模式,按点击付费;二、TTS模式类似于淘宝旅游,收费模式也应该相同,以收取交易额的3%为佣金;三、去哪儿网会自己签约酒店,绕过OTA自己做OTA。
艺龙网CEO崔广福接受媒体采访时对去哪儿意图进行了如下猜测:a/Where nets of the original search terms business model remains the same,The CPC model,PPC;(2)/TTS pattern similar to taobao travel,Charging mode should also be the same,To charge 3% of the total commission;three/Where net will signing hotel by yourself,Bypass the OTA OTA by yourself.
庄辰超否认了崔广福的说法:“TTS没有佣金分成,只有点击收费;去哪儿网坚持做平台服务提供商,不会自己做OTA。”
庄辰超否认了崔广福的说法:"No commission is divided into the TTS,Only click charges;Where to insist to do net platform service provider,Don't do your own OTA."
上述“联盟”却以分裂结束,一封邮件使联盟分裂内幕大白于天下。
上述"alliance"But with split ends,An email inside by split the union.
4月19日,同程网CEO吴志祥称,同程网的2000多万用户在同程上订不到如家的酒店了。吴志祥发布长微博称《致如家酒店合作伙伴的一封信》。吴志祥认为如家上述行为并非如家自己的意愿,而是被授意指使。吴志祥称,为了保持垄断地位,对任何对他构成威胁的竞争对手。暗指如家第二大股东携程网。
4月19日,With network CEO Wu Zhixiang cheng said,With routine network of more than 2000 users on the same path can't find a home inns hotel.Wu Zhixiang released long weibo said[A letter to home inns hotel partners].Wu Zhixiang think home inns. Such behaviour is not home my will,But has been directed.Wu Zhixiang said,In order to keep the monopoly position,Pose no threat to any of his rivals.Referring to home inns, the second largest shareholder of ctrip.
13日之后,芒果、同程网先后与去哪儿网恢复合作,接入TTS平台。26日,吴志祥接受本报记者采访时称:除了艺龙、携程之外,其余OTA均与去哪儿网恢复合作。
13日之后,mango/Work with cheng network successively and where network recovery,Access to the TTS platform.On the 26th,Wu Zhixiang accepted our reporter in an interview:In addition to elong/Outside of ctrip,The rest of the OTA go network resume cooperation with.
对于下架的原因,吴志祥认为比较单一:涨价太高了,OTA承受不住了。他透露在“40%至60%之间”。“下架”事件发生后,去哪儿网紧急与OTA们进行沟通,了解OTA行业的利润与成本,重新调整了价格。
对于The shelves的原因,Wu Zhixiang think more single:Price is too high,OTA bear not to live.He revealed in"Between 40% and 60%"."The shelves"After the incident,Where network emergency and communicate the OTA,Know the OTA industry profits and costs,To readjust the price.
本报记者采访获悉,早在4月13日,同程、腾邦、来订吧等OTA恢复与去哪儿网合作。这被视为如家4月19日宣布与同程终止合作的原因。随后其他网站开始回归去哪儿网,4月23日,芒果回归。至此,除了携程、艺龙外,多数OTA回归去哪儿网。
本报记者采访获悉,As early as April 13,With the process/Teng state/来订吧, etc.OTA恢复与Where to network合作.This is seen as home inns announced on April 19, and with the cause of the termination of cooperation.Then other website began to return to where,On April 23,,Mango regression.At this point,In addition to ctrip/Elong outside,Most of the OTA go net return.
吴志祥说:“这是双方都能接受的价格,我们因此继续保持与去哪儿网合作。”
Wu Zhixiang said:"This is a mutually acceptable price,So we continue to cooperate with network of where to go."
产业链博弈 Industrial chain game
对于去哪儿网的TTS平台,吴志祥说,“对于不同市场地位的企业说,反响会不同。”对于同程网这样的OTA来说,是好事情;对于过去的既得利益者来说,是坏事情,他们地位不再巩固,利益会受到冲击。
对于Where to network的TTS平台,Wu Zhixiang said,"For different market position of the company said,Echo will be different."For OTA with cheng net so,Is a good thing;For vested interests in the past,Is a bad thing,Their position is no longer secure,Interests will suffer.
对于OTA来说,去哪儿网作为入口的价值无法小觑,以机票为例,2012年12月,月度单天出票峰值为15万张。携程、艺龙其实不愿坐视同程网渔翁得利,在此次集体下架事件之前,艺龙保持与去哪儿网进行CPC平台的合作。消息人士透露,携程则一直尝试与去哪儿网谈判合作的可能。
对于OTA来说,Where nets as can't underestimate the value of entrance,Airline tickets, for example,In December 2012.,Monthly single peak for 150000 days out of the ticket.ctrip/Elong actually don't want to sit back with net benefit,In the collective the shelves before the attacks,Elong to keep cooperation with CPC platform where net.Sources said,Ctrip has been trying to negotiate with where to network cooperation possibility.
在是否与去哪儿网合作一事上,携程仍然会保持谨慎。根据全球领先的在线竞争智能情报提供商Hitwise数据显示,受春运的带动,2013年1月旅行网站整体访问量较上月增长82%,访问量居前三位的分别为12306网站、去哪儿网和携程旅行网。
在是否与Where to network合作a事上,Ctrip will still be cautious.According to a leading global provider of online competitive intelligence Hitwise figures show,By the Spring Festival,In January 2013, travel site visits to overall growth of 82% last month,Visits to the top three of 12306 sites respectively/Where net and ctrip.
TTS与CPC模式相比,能将更多旅游资源引入互联网平台,特别是线下旅游资源。TTS系统不仅供在线旅游代理商(OTA)使用,酒店集团、单体酒店、客栈、航空公司等也使用TTS平台。目前,锦江之星、速8、99连锁、布丁等连锁酒店,海南航空、四川航空等航空公司均使用了去哪儿网的TTS系统。
TTS与CPC模式相比,Can introduce more tourism resources the Internet platform,Especially the offline tourism resources.TTS system not only for online travel agencies(OTA)use,The hotel group/Independent hotels/The inn/航空公司, etc.也useTTS平台.At present,The star of the jinjiang/Super 8/99 chain/布丁, etc.连锁酒店,Hainan airlines/四川航空, etc.航空公司均use了Where to network的TTS系统.
传统线下旅游服务机构正在加速入网,但主导这一潮流的是去哪儿网,不是行业老大携程网,去哪儿网或将取代携程成为在线旅游服务的互联网入口,这是携程,甚至艺龙最担心的,也是艺龙、携程两大OTA厂商拼死抵制去哪儿TTS的原因。
传统线下旅游服务机构正在加速入网,But where is leading the trend is to network,Is not industry leader ctrip,Where network or will replace ctrip as online travel service Internet portal,It is ctrip,Elong even the most to worry about,Is also a elong/Ctrip already two OTA vendors to go TTS why resist.
4月23日,携程宣布,其“全球门票预订平台”全新上线,并将这项业务上升为与酒店、机票、旅游度假同等地位的核心业务板块之一。众所周知,同程是目前国内最大的自助旅游平台,其门票业务业内规模最大,而此时携程出手旅游也被看作是对同程核心业务的狙击。
On April 23,,Ctrip announced,its"Global ticket booking platforms"New online,And to increase the business with the hotel/Air ticket/旅游度假同, etc.地位的核心业务板块之a.As is known to all,With cheng is currently the nation's largest self-help tourism platform,The ticket business industry in the largest,While the ctrip to tourism is also seen as the same the sniper, which is a core business.
恨屋及乌,对于与去哪儿网站队的同行,携程也不会放过。
恨屋及乌,For and where to site team colleague,Ctrip also won't let go.
庄辰超这样表述:在线旅游市场潜力无限,消费者还有很多旅游产品没有办法通过互联网进行选择和预订,与其关注竞争,不如关注合作、关注机遇。根据EnfoDesk易观智库近期发布的《2012年在线酒店竞争力分析报告》的数据显示,2012年在线预订渗透率约23%,行业空间巨大。
庄辰超这样表述:The online travel market potential is infinite,Consumers have a lot of tourism products have no way to choose and book via the Internet,With its focus on the competition,Focus on cooperation/Focus on the opportunities.EnfoDesk according to analysys, a think-tank, recently published[Online hotel competitiveness analysis report for 2012]According to data from the,Online booking permeability by about 23% in 2012,Industry space is enormous.
庄辰超的对手不这么看,他们看到的是一统江湖的野心。
庄辰超的对手不这么看,They saw the ambition is unify river's lake.
丽江6日半自助游 最高每单减800元
Lijiang 6 and a half self-help swim every single highest minus 800 yuan
-
¥
RMB4385 4385起
since
【携程旅游】牟尼沟/黄龙+九寨沟4日半自助游 - [Ctrip travel]MouNi jiuzhaigou huanglong ditch / + 4 and a half self-help tour
-
¥
RMB3600 3600起
since
【携程旅游】西藏4地10日经济团队游 - [Ctrip travel]4 to 10, Tibet's economic team
-
¥
RMB3580 3580起
since
【携程旅游】漓江阳朔龙脊梯田 5日半自助游 - [Ctrip travel]The lijiang river yangshuo Tours dragon ridge terrace 5 and a half
-
¥
RMB3080 3080起
since
【捷达旅游】韩国全景深度6日游 - [Jet travel]South Korea panoramic depth 6, swim
-
¥
RMB3699 3699起
since
【携程旅游】香港中转 台湾环岛8日团队游 - [Ctrip travel]Hong Kong transit Taiwan Tours around the island 8
-
¥
RMB5199 5199起
since
【携程旅游】香港往返 巴厘岛5日豪华半自助游 - [Ctrip travel]Hong Kong luxury Bali 5 half self-help swim back and forth
-
¥
RMB2899 2899起
since
【凤凰国旅】韩国首尔周末2日自由行 - [Phoenix CITS]Seoul, South Korea 2 day free at the weekend
-
四川雅安发生7.0级地震
7.0 -magnitude earthquake in ya 'an in sichuan province
-
俏佳人海岛比基尼
Woman bikini island
-
旅途突发事件如何应对
Emergency trip how to deal with
-
荷兰不只有性
The Netherlands not only sex
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