Group Buying Rich Two Generation Fight Not To Take Advantage Of: Hard Shouldered, Cut Down Or Pformation

From the market structure, most of the group buying "rich two generation" has been in a bad situation, but group buying is the only industry in the top ten without the Internet.

Absolute tycoon

Monopoly or strong extrusion is the competitive trend of any segments of the Internet industry in China. Even in the video area where Youku dominates, there are also aggressive Sohu video, Baidu Iqiyi and Tencent videos. However, in the top ten group buying teams, there is no shadow of the half of the giants.

Independent group buying navigation website group 800 in recent months, statistics show that the US group, handshake, Wo Wo Group, glutinous rice, public comment group, tick group, F group, full seat network, 58 group buying, Ganji network group buying and Gao Peng net are basically competing in the top ten.

If we want to invest in Alibaba or invest in F and Gao Peng's Tencent, it will highlight the embarrassment of the two giants.

It is reported that most of the analysis institutions usually do not share the market share of Alibaba Juhuasuan and Tencent QQ group because the platform (most of which is the third party buying website) is too strong in nature and commodity attributes.

Not only these two, it is understood that sina group buying and Sohu AI family group, which had been highly focused on group buying, are still in operation, but the status of group buying is not in line with the position of the two companies in the Internet industry.

Third party statistical agencies disclosed that the two websites had a good monthly turnover of only one million yuan.

According to the AI consulting report, since March last year, about 80% of the group buying visits in China are concentrated on the top ten group buying websites.

More analysts said that the group buying industry will follow the "28 rules" to speed up the shuffle, and the top ten have already started the last knockout tournament, and no longer have the opportunity to enter new websites.

According to the 800 data of the well-known independent group buying navigation website group, the group's treasure network and the 24 coupon, which had long been in the top ten of the industry, have dropped out of the list.

Because of the widening income gap, the industry's sorting of market share has been reduced from group buying 17, which has publicly financing news, to group buying ten.

Su Huiyan, senior analyst at Ai consulting, told reporters that due to the immature market environment such as integrity issues, there will not be a big explosion in group buying in the next 1-2 years.

A backer against a single traveler

It is worth noting that there are still four group buying websites belonging to the industry in the top ten domestic group buying companies.

Statistics show that the four websites are later online than those of the top ten teams, but the latest group buying has been developing for one year since it was launched in March last year.

In the past two years, the year before was called group buying spring. Before the middle of last year, the major websites completed tens of millions of dollars, and hundreds of millions of dollars in number theory financing.

The group buying followers of the above affiliated websites are fighting against this background and become the new businesses most valued by all enterprises.

In line with the industry judgement of the "two generation" website, the website should be able to purchase KO website independently with the help of parent traffic resources, user base, cash support and merchant resources.

However, in the past two years, the harvest of the "rich two generation" in group buying in the cold winter period is not ideal, which makes it even more difficult for them to spend the winter.

800 statistics show that in January this year, the trading volume of the comment group, the glutinous rice net, the 58 group purchase and the group buying group were 122 million yuan, 103 million yuan, 75 million 550 thousand yuan and 47 million 260 thousand yuan respectively, which were divided into fourth, fifth, eighth and tenth industries.

Chen Shousong, a senior analyst at Analysys International, pointed out that the industry is not profitable. The best way to play is to fight for market share and grab the top three.

For the difference between the independent website and the "rich two generation", Chen Shousong believes that "the two generation" usually lacks entrepreneurial spirit and can do other things. If the independent website fails, it will die directly. "Unless the rich two generation" pays special attention to the strategy, but the market environment is not very good, it is not easy to go ahead of the leader in one go. "

Not only in the market order, but also need to continue to impact. Because of the financial and strategic steps involved in the company's parent business, the "rich two generation" group buying website often carries more market doubts.

Glutinous rice net is the only group buying website that announces the performance in China. The latest Renren net report shows that the net revenue of glutinous rice net in 2011 was 6 million 500 thousand US dollars, accounting for only 5.5% of Renren's total revenue last year, but the loss in the same period amounted to US $24 million 300 thousand.

The financial report also showed that the cost of the management, sales and marketing of glutinous rice net amounted to tens of millions of dollars, which accounted for a large proportion of the total cost of Renren.

When the industry is not profitable, the group buying business has dragged the company's financial statements into the embarrassment of all the "two generation" mode group buying websites.

In recent times, news about Ganji, 58 city and public comment is also constantly.

The biggest culprit in Ganjie's "collapse" is the group buying business, which has led to the rumour that Ganjie has abolished the group buying business, and finally confirmed that Ganji network really integrated the group buying business.

Coincidentally, 58 cities were exposed last year's loss of $70 million rumors, the group buying marketing became the main reason.

Another source said that the public comment group tried to hit the top three of the industry this year. CEO Zhang Tao went to Beijing to visit the major navigation websites and other advertising places, expressing the willingness to put advertisements on the big hand.

But the public comment network did not comment.

Go or stay? Where is the way?

"We are fine, no problem."

Go to the net CEO Yang Haoyong said so, 58 city CEO Yao Jinbo said so, the public comment network also said so.

"An action to control group buying costs and improve operational efficiency has caused such a big rumor," or "it's all about the expansion of the electricity supplier's view of failure, so that some people are willing to spread rumors of business related enterprises". Whether Yang Haoyong or Yao Jinbo, they all insist that the negative comments on the market are purely "unlawful competitors' slander."

However, no group buying giant has come up with a clear signal of profitability.

"It is estimated that the middle of this year and the second half of this year are expected."

Every website has been calculating the profit time point without slowing down the wave of negative waves.

"The leftover is king." the most important thing now is to live, "Su Huiyan, an analyst, told reporters.

Chen Shou sent further points out that "the rich two generation" originally wanted to guide users to sweep the market with the help of diversion. However, e-commerce pactions were actually paid by users, and users began to be cautious.

"It's more likely to spend money, but it's more likely to be" yellow. "Chen Shousong believes that group buying is different from other electricity providers. The cost center is people and advertising, but users are concerned about products. To solve this paradox, we need to cultivate the market for a long time. Only group buying as one of the many businesses of the company should consider giving up group buying business or pformation.

58 the city side stressed to our reporter that group buying is one of the core services, but the industry is in the throes of pain and needs more integration with other industries. "The next 58 cities will combine classified information and group buying into an e-commerce service product".

"Group buying is not an independent mode, it should be provided to many small and medium businesses."

Longwei, director and senior vice president of the public comment network, said: "there are homogenization problems in the group buying activities in China, and the leading ones should find new outlets. In the future, the group buying website will only leave one digit number of websites, and there will be no hundred regiment wars or thousands of group wars."

So who left behind?