Beautiful round net began to go up 2010 line, the website is bought in numerous group in, beautiful still finally group lived tenaciously to come down, in the market have rate come high for a time 80% . 2015, the masses is commented on by beautiful round him income general. And when the group buys a war to just ended, sell outside became a new a place with a draught again, then, beautiful group was certain opportunity, fast follow-up, with hunger, sell outside Baidu intense dozen. Although sell outside Baidu,already was defeated now piece, convert hunger subordinate; But beautiful henceforth group and hungry between still be surely abiding big fight, final who is defeated by to win still is sealed. Besides, beautiful group returns a person of extraordinary powers to cast 3.6 billion dollar was bought rub do obeisance to bicycle, go up line beautiful round taxi professional work, entered drop drop to give the market of a place, touched the nerve with drop the most sensitive drop.
The business with beautiful existing group includes meal, outside sell, the life such as entrance ticket of area of hotel, scene, film serves. And, beautiful group also is it is him fixed position " platform of business affairs of life service electron " , basically pass Internet to join businessman and consumer photograph; Provide each life service for consumer on one hand, provide service of client discharge etc for the businessman on the other hand.
So, beautiful group basically originates in current income business door, content shedding deserves to send etc the item. To the businessman, the mode of beautiful group is " consumptive end reaps share, business door end reaps income " , by trade the fixed rate of amount to businessman collection commission, and online sale serves advertising income. Deserve to send to content shedding, the thing that customer of beautiful round main collection pays spreads cost; Beautiful group has pursued the strategy that dismisses freight in the beginning of hold water, the habit as consumer gradually nurturance, beautiful group restored what shed a service to content to collect fees gradually. As to other item, specific included, beautiful group provides system of big data, ERP to the businessman, supply chain solution, medium or small businessman financing service.
2015, 2016, 2017, beautiful group commented on in order to realize 4 billion yuan, 13 billion yuan, 33.9 billion yuan income; In the meantime, the net loss after beautiful round classics is adjusted closes continuously narrow, from 2015 deficit 5.9 billion yuan, close narrow to 2017 deficit 2.85 billion yuan.
One, the Wu of 3 great undertaking of beautiful group
The business of beautiful group can divide basically for 3 parts: Sell outside meal, to inn wine brigade, give an etc. Among them, sell outside meal and to inn wine brigade Wu of two great undertaking is opposite the rate of gross income contribution of beautiful group is in 90% above, give travel and other business to still wait for farther dilate. According to statistic, 2017, in the gross income of beautiful group, sell outside meal occupy 62% , occupy to inn wine brigade 32% .
1, business sells outside meal
From the point of global limits, beautiful group is the biggest without doubt the service sells the supplier outside meal. 2015, beautiful group is outer the share that sells the market is 31.7% , promoted to 2018 59.1% . 2017, beautiful group is average and daily outside sell trade order breaks through 11 million sheet, 2.6 times was 2016, business income sells to amount to 21 billion yuan outside dining-room, was 2015 4 times much, gross profit by turn fortunately be filled with.
Earlier, beautiful group adopted the allowance that burn money and small customer's monovalent strategy to attract discharge, the habit that accompanying consumer gradually nurturance, and the cease of market price war, guest unit price picks up stage by stage, by 2016 31.2 yuan of first quarter rise 38.5 yuan when the four seasons spent 2017. Together with, the pattern that double oligarch competes on the market sells to be formed basically outside, beautiful group regards the market as the first when go up, right business door has stronger bargain capacity. From this, of beautiful group outside sell business income to be able to grow continuously just now.
2, to business of inn wine travel
Alleged to inn wine brigade, basically show consumer passes a line to go up to search and decide shop, the way that sheet of online even fluctuation pays, to the substance below the line shop undertakes consumptive; Because Chinese meal reachs hotel market to exist to spend tall characteristic dispersedly, cause consumer to have huge demand to regarding information intermediary Internet as platform.
Arrive roundly with respect to the United States business of inn wine travel, income source has: The businessman takes the place of in the work off on the platform of beautiful group the commission that golden certificate, coupon place generates; Beautiful group offers online sale of the businessman to serve. Only 2017, the United States goes to what business of inn wine travel realizes 158 billion yuan roundly to trade the forehead, realize income 10.85 billion yuan, grow 54.61% compared to the same period. Altogether, the United States arrives roundly inn and development of wine travel business are good.
3, give industry Wu etc
According to the tentative idea of beautiful group, giving industry Wu basically is with " line " on join platform of of all kinds setting " keep a drop " , build the closed circuit that has life service then. Beautiful group is outside 3 kilometers (beautiful group takes a taxi) with 3 kilometers inside (rub do obeisance to bicycle) give industry Wu to go up all already layout. At present rub do obeisance to bicycle in the whole world 200 cities have more than 232 million to register user and 6.2 million bicycle, and rub do obeisance to the order with daily bicycle to be in ten million above.
The other business of beautiful group, include beautiful group to face business door to offer specialization service of service, this locality traffic is waited a moment. Look on the whole, beautiful group is in domain of ceaseless and outspread business while, also facing a difficult problem really -- do not make money. Besides, beautiful group also had the plan that continues to burn money already.
2, the moat of beautiful group reachs make a present of of positive and negative
1, moat
Accumulative total of group is in the beauty after burning 90 billion dollar, beautiful group already also was built for oneself removed a moat. It is beautiful group above all having an amount giant consumer user: 2017, of beautiful group year trade the user is counted 310 million; The corresponding period, year of active user number of Alibaba for 515 million, beijing year of active user number east 292.5 million, year of active user of drop drop for 450 million. The 2nd it is the trade with huge amount of beautiful round know exactly about sth door: Beautiful group pushs capability by right of the ground of oneself, to 2017, on the platform of beautiful group, business door number rises 4.4 million further; Sell outside Chan Congmei group look, was 2.7 million into the businessman that be stationed in 2017, and the corresponding period is entered be stationed in hunger the businessman is 2 million only. The 3rd, beautiful group has giant deserve to send a network immediately: To May 2018, beautiful round day all active caballero number is adjacent 280 thousand, and hungry day all active caballero number is 140 thousand; Very apparent, the transport power of beautiful group wants considerably strong at hunger.
2, feedbacking
The cause client of beautiful group is the middle class, also be the biggest to serving demand group, no matter be to go out repast, outside sell, see a movie or travel, basic it is same approve a client. After these clients bought the businessman's coupon to have a meal in the group, still may decide movie ticket, see the film ride again rub do obeisance to or take a taxi come home, holiday goes out to order a public house again all right, see destination what eats incidentally, play. Beautiful group had the opportunity that enters other market accordingly, outside passing, sell, rub do obeisance to the flow with enormous bicycle to guide, cut new market quickly.
As the United States round business dimensions expands continuously, efficiency also rises subsequently, then dimensions benefit is shown increasingly. Among them, beauty of the most apparent nothing is more... than is round outside sell business, last as business dimensions outspread, the cost that sells outside is being reduced gradually, 8.6 yuan from 2016 / sheet drops reach 7.89 yuan of 2017 / odd. Although sell outside beautiful group, rub do obeisance to bicycle to have guest unit price ability of inferior, gain is poorer, but user amount is huge, use frequency is advanced characteristic. In the meantime, beautiful group developed tourism again, wait for guest unit price to inn capability of tall, gain is strong board piece, the battalion that will feed back a company with this closes, reduce cost further. Accordingly, the business of beautiful group board piece more, scale is larger, the operation cost of oneself is lower, the vivosphere that contends for adversary relative to Yu Jing is bigger.
On one hand, on the platform of beautiful group, into the businessman that be stationed in more, offerred service is jumped over much, to the service of the person that expend the experience has been jumped over, can attract more consumer users more then. On the other hand, the addition that consumer user counts, also make more businessmen are willing to be stationed in beautiful group.
Press the program of beautiful group, beautiful group besides wanting to extend the business with bigger more, still can apply a series of the market business that ceaseless deep ploughing has technical plan, in order to widen develop is deep oneself moat.
3, the rival with beautiful the biggest group -- hungry (hungry what standing rear is Alibaba)
Well-known, the backside of beautiful group has the support of Tecent, on the road of beautiful round advancement, still have a very driving opponent -- hungry, saying well and truly is the Alibaba that issues market eye covetously to the line.
Alibaba already arms cent road, course of study already position became good giant new retail. Domain of dress general merchandise has Yin Tai; Electric equipment domain has Su Ning, domain giving birth to delicacy has a Ma Xiansheng and big profit hair, life service territory is integrated public praise and hungry. In the future that can foreknow, alibaba still can raise the price of the commodities ceaselessly the hunger after conformity compete after all with beautiful group. Can say so conversely, the beautiful group nowadays also became Alibaba's confidential to suffer from greatly.
The article originates network.
