Pathfinder: The Road Of "Internet +" Pformation

CITIC Securities analyst Xue Yuan analysis, now the road acquisition control acquisition of the world, is following the participation of Singapore Asiatravel and holding the green field, the beauty, Pathfinder in the travel service business segment another major layout.

An outdoor sports brand, a O2O travel service provider, is increasingly showing signs that under the impetus of capital, industrial convergence is becoming a market trend.

This trend is speeding up in the "Internet +" orbit, and the Pathfinder obviously wants to be the one waiting in line.

The acquisition of outdoor sports website Greenfield in January 2014 has marked the beginning of the pformation from traditional outdoor brands to outdoor products and travel service providers, while operating profit models from traditional lines to O2O model.

Sheng Fa Qiang finally wants to build a platform for the Pathfinder to have an integrated development capability rather than just an outdoor sports brand.

Continuous reaction with the Internet, vigorous exploration is just on the road.

Zhen Hao, the founder of easy travel world, needs the brand and financial support from the Pathfinder very much. "Now the competition in the tourism market is not just a brand competition, but also a competition in capital, service and resources."

With the endorsement of listed companies, with more capital, it will be easier for the world to have more opportunities to complete a larger layout in the next two to three years.

One day, Sheng Fa Qiang and Zhen Hao said, "can you draw a picture for us to express the relationship between easy to travel the world and Pathfinder?" Zhenhao took out a map of the drilling platform. If we compare the tourist market of China to a blue ocean, it will be like a drilling platform, and the Pathfinder can reach the deep and vast resources hinterland through the entrance of Yi you.

Sheng Faqiang's understanding is that easy to travel the world from the start of business.

The travel agency has evolved into an electric supplier in the tourism industry, followed by a travel planning home.

"This fits in with the strategic height of the Pathfinder, as well as the evolution of the mobile Internet from traditional travel agents to the Internet to mobile phones."

There are hundreds of chain stores in the country, as well as a large number of travel planners.

The scale that it can contribute to the Pathfinder sector is that in 2017, it is easy to visit the world to achieve 6 billion yuan revenue.

According to statistics, China's tourism industry conservatively estimated 10% growth in 2015, and total revenue will soon exceed 3 trillion and 500 billion yuan.

The travel agency's business is to be an agent. "We are no longer a porter of nature, but we need to be an excavator of nature to produce more interesting products and services."

Zhen Hao said.

In order to realize the pformation from porters to excavators, it is easy for the world to rely on the resources of Pathfinder. In the future, we must develop O2O heavy vertical operation, and further open up the chain from resources to consumers, and maximize the resources' mouth.

At the same time, mobile Internet is used to pform traditional tourism. It is easy to visit the world. Based on mobile version, the website is easy to swim and easy to swim, and the stewardship is on line, all of which are to create a B2C2C.

There are too many nature.

Waiting for digging.

In the past 2014, the market size of Chinese citizens' domestic and outbound tourism reached 3 billion 650 million and 109 million respectively, which cost 4 trillion yuan.

This is a huge market scale. The capital, technology and entrepreneurial team are green in the eyes.

Dai Bin, Dean of China Tourism Research Institute, is most aware of this. "The traditional tourist industry is generally worried that they are considering whether there is a future for traditional tourism."

Some time ago, Dai Bin had talked about such large capital as the National Development Fund, including payment instruments such as UnionPay card and MasterCard, and even

Gucci and other luxury operators.

Capital is rushing to find a rooting ground to find a platform for growing value.

More new phenomena have led Dai Bin to see new ideas.

He discovered that over the past ten years, more and more people have been talking to Taiwan on the basis of the young men of Ctrip and hive.

"There are more and more people who start businesses by knowledge and resources."

From the era of resource dependent growth to the era of technology based support, today's era is a composite era of integration of growth factors, that is, the 4 era of tourism development.

Xue Yuan said, "the Pathfinder acquisition of easy to travel the world, for the Pathfinder sports tourism strategy, not only expand, but also have a breakthrough."

First of all, there is a relatively mature online system platform in the world of easy travel. In the future, Pathfinder should take this platform as the foundation, improve its bottom data service system, realize its value of flow entry and data center, and then support the development of the whole Pathfinder ecosystem.

More importantly, through the acquisition of easy access to the world, Pathfinder gets the upstream and downstream resources and customer base of the whole industry chain in the sports industry, which integrates the existing tourism sector business with the Pathfinder, so that the service of the Pathfinder can be covered by the front end and the back end of the travel industry and become an integrated platform.

"This era is considering the overall planning mode, capital, technology and talent comprehensively grasp the era of control."

Dai Bin said, "resource integration platform will become the leader of tourism development in the next ten years."