These two days, China Internet events than Baidu in the United States stock market slump, the turmoil caused, everyone recognized is because investment in Baidu about O2O and layout, causing the United States investor doubts. And when the United States investor when immersed in a new rating on Baidu, Baidu 30th announced that its Board of Directors has approved a stock buyback program, according to the plan, Baidu in the next 12 months, may buy back up to $ 1 billion the amount of stock, when Baidu surged in morning trading, with 174 dollars per share closing price value is returning, and promotion. Worth noting is that the end of 2008, Baidu has also announced the buyback plan, in terms of time, the last repurchase more than 10 times more than double.
China's Internet development to the present day, due to different national conditions, many changes have taken place, it is clear that rapid development of the Internet in China today for the global Internet industry, it is time we let us change the perspective.
Country United States-O2O downturn do not apply to the Chinese market
In a few decades ago, Americans of Chinese imagination, is a man with two long braids, the women wrapped feet forward. Later, after the reform and opening up, China impression upgrade to a green military uniforms or blue clothing, Americans have an arrogant attitude to look at China and the Chinese people.
China's Internet development would like to thank the United States Silicon Valley, the Chinese Internet is built in imitation of the early United States Internet model based on, compared to the previous industrial revolution, based on the information in the wave of the Internet, China is not far behind, but set up his own Internet ecosystem.
China and the Internet ecosystem, difference is the most obvious O2O. United States first fresh O2O enterprises Webvan spent 20 years after declaring bankruptcy, as the originator of O2O mode, we find an interesting phenomenon in China, our O2O prefer offlinetoonline, offline than online products and services will develop more rapidly, like many Internet companies on-site home services. Sharing economy is dead who did this to you
United States population is much less than China, we often see reports, Americans like to live in the community are mostly detached houses or townhouse, at home, we live in high-rise residential housing, a community hundreds of families, even large-scale community of millions of floor space, similar to a town volume.
Often when we talk about Webvan's bankruptcy, Americans always refer to the phrase "they burned $ 1.2 billion"-but it was in 2001, most of the money was used to build the city warehouses and distribution facilities around the warehouse as the core, the same as what the domestic industry is completely different compared to if fresh choice of mode, may all of a sudden died.
O2O hundreds of millions in China market, there is no leading platform
By contrast, in China, we have logistics, led by Shun Feng Express, arrive the following day is the basic requirement, and in the more developed cities in the country, e-commerce logistics can arrive on the day, while similar refrigerator TV such large logistics, businesses can post. In the United States, the delivery time for these goods, which will probably take a week.
Then come back to see Webvan, although there is good storage and equipment, but due to problems with residential densities, distribution costs would be significantly higher than that of China, the pace of development was slow, burning their investments after closing is inevitable, like domestic distribution costs less than $ 1 per sheet may also, in the United States is unthinkable.
In the United States, the traditional business to the Internet gap is very small. Therefore, the United States have seven in the top ten e-commerce is made of traditional businesses, Wal-Mart and staples are in the top ten. The gap between offline and online in China vary widely, the Internet advantages, China's major websites are purely Internet companies.
After the Prime Minister proposed the concept of Internet +, deeper we found domestic traditional businesses face when it comes to the Internet, is still not ready, so in China, the tradition of Internet companies raised the enterprise reform, and the United States, the situation is different, Internet companies are more professional and high success rate.
O2O marketing capacity in China and the United States is completely different, according to the CNNIC statistics, as of June, the base of Chinese Internet users had reached 668 million, a figure than the United States more than twice times 240 million, such a large population base, also speaks volumes about O2O marketing in China is the Blue Ocean, millions of levels of the market, this is obvious.
Mobile Internet development stage in China, we clearly recognize that, no matter who, in capturing the mobile Internet ticket, this ticket is the value entry. From three big BAT of layout view, Ali stability home electric business premiere to shake, Tencent building of is entertainment Empire, only Baidu select has addition a article road, is O2O, Li these years has been public force is O2O, and will people and information of connection, change for people and service of connection, this is because domestic of O2O market just rise, yet formed a very with scale of platform.
O2O defines new rules in China Baidu with a layout for the future
From the present domestic distribution for mobile Internet portal Baidu heavily after the purchase of 91 Assistant, using the original flow advantage, has become a domestic leading distribution leader, Baidu, Baidu maps, cell phones and other products, has become a mobile phone standard, judging from Baidu's earnings, 2015 Q2 mobile search Baidu monthly active users of 629 million, up 24% from a year earlier. Among them, the phone live a hundred active users the first time billions of dollars, Baidu maps monthly active users for the 304 million, up 48% from a year earlier, accounting for 70% share of the domestic mobile market map.
We can see that Baidu using unique information aggregation, traffic advantage cleverly transformed into a life based on the line of service, if the app is social networking software must be open, moving from Baidu development momentum, compared with other segments O2O, Baidu has become the moving end of the highest open rates information search and service provider.
People and service of connection of strategy intent in two years Qian disclosure, but United States investors may more of put Baidu solid of think is "Google" of China version, actually, from currently Baidu of O2O layout view, more of also is from bottom user starting, like in Red Sea like of outside sold market killed out a article crowd, except also Baidu direct, is and property, and golf, and tourism, and beauty industry, more field merchant reached depth cooperation, became traditional industry to mobile Internet sound transformation of preferred O2O platform. Baidu money making glutinous rice O2O, O2O connecting these services hosted tools from these actions, you can see that Baidu's strategic depth life consumption is sinking to end users, rather than simple information retrieval services, I am afraid this is United States investors don't see it?
O2O in the country as well as the development of mobile Internet models not sure, O2O development chaos right now, ordinary O2O company is still at the burn times and lack of traffic sources, model to succeed. From an operational perspective, comprehensive O2O operation platform, such as involve large costs, but future earnings can be seen, because it holds the future of the platform almost 700 million people and family behind, and localized service and attention, it is not surprising.
Baidu take the expansion mode, however, it is difficult to be imitated by other companies, because Baidu is one of the BAT, have sufficient financial resources and strength to storm and occupy the market, the market will be in the next period of time, give the results, usually companies don't have the money, the manpower to operate.
Thus, Baidu the storm, surface Shang Baidu eat has lost, but actually also became has China Internet development, especially based on localized life of O2O and global Internet development of watershed, China type Internet ecological, also increasingly let foreign investment people see not understand, this is good thing, description we is again defined new of rules and play, was underestimated of value sooner or later will again was market reflect out, so, let bullet first fly while!
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