‘s first big chance is how the Internet itself evolved as a technology.
Two major investment opportunities in the
"mouse + cement" should have been the direction of Internet travel, but it has only been re examined by the industry in recent years. In the history of the founder of Huan Yao, the integration of online and offline is a must.
, this is the return of Internet travel entrepreneurs on the line, or offline travel agency counter attack, is a major trend in the future, or the Internet industry is the only way to travel today, we will break hands, pull, pull, pull.
‘s model is simple, direct, and even rough. The advantage lies in the strong control of resources, but most importantly, or in the channel or offline resources, you need to have sufficient capital and advantages.
this Online Travel Corporation "heavy line" transformation of the wave, not in 2016 blowing up. But in 2016, more and more Internet travel start-ups have chosen to cooperate with local and powerful travel agencies.
this way is divided into two main categories:
2. online channels + offline stores
1. online channels + offline resources. In fact, they don’t have much difference in essence, but differ in the starting point, as a point of departure from the traditional tourism, things the line moved online, one is the direct use of the Internet for the integration of tourism resources, through online and offline collocation, and ultimately promote the development of the tourism industry.
second is data, and the next possible trend is big data and deep learning, as well as future possible artificial intelligence. As the Internet moves into every aspect of life, he’s a data industry, and he’s going to build up a lot of data. The terminal will become more and more abundant, will cover all aspects of life, various social gathering business environment, the information, the formation of a variety of algorithms, so the industry is in rapid development.
tourism industry currently has two main forms: one is the traditional enterprise is constantly online; one is the Internet business to line penetration.
now, the integration of online and offline has become an irreversible trend.
the first point is the Internet as a science and technology itself, and he has a further explosion in volume. How to understand this amount? When we enter the line is PC Internet, and now we are talking about mobile internet. Next we see clearly is the concept of the Internet of things, the characteristics of it appears as a computer, or intelligent terminal operation ability, from the host system to the original IT industry, PC machine to the computer, mobile phone, will be further reduced, will be everywhere. He might wear it, or it might be installed at home, maybe your car, or maybe part of our body. Therefore, in terms of quantity, from the push of science and technology to human society, quantitative change is still at a crucial point of change, so there is a great chance.
because tourism itself is a scene of things, re experience, offline stores and >
editor’s note: in CEIBS held on 8-9 November 2014 Global Management Forum, Morningside venture partner Liu Qin millet as the case, summed up the TMT company China economic transformation under the background of how to seize three opportunities: globalization, industry control relaxation and innovation of science and technology, combined with their own investment experience sharing the two major investment current trends in TMT industry.
invested in the way cattle, Kaiser tourism, UTS investment QiongYou, Ctrip shares UTS, traditional travel agencies and Online Travel Corporation of the two former rivals rebuilt yuan union.
below is Liu Qin’s topic of sharing and keynote speeches edited, edited:
second resource oriented, to offline travel agency based, try to do the Internet transformation. Such as HNA + tuniu, UTS + + QiongYou, CYTS Travel Network….
the industry I’m in the Internet and the traditional industry are experiencing a variety of relationships, and I see four trends in investment opportunities, including two opportunities.
is not only the traditional giants between OTA and hold together, when promoting the "Ali future" scenic travel everything in good order and well arranged, QiongYou pushing Q-Home, the way cattle, donkey mother have opened the line shop, even a piece to open the store, 2016 travel startups gain "while he" walked down the line "mouse" obviously the road + cement.
second opportunities are information technology and Internet technology, cross science is affecting many traditional industries.
first of all, in manufacturing, it’s now called industry 4. In fact, it is essentially information technology, including Internet technology brought about by changes in marketing, will affect production, supply chain and manufacturing in all aspects, will reconstruct the value of many industries. Second is the service industry, is to share the economy, as well as the hottest O2O. Any industry, you put things out of the information, to the Internet platform, there will be strange changes, will change a lot of forms, will let the way before doing business will change completely. The third is the relationship between the Internet and all aspects of China’s current youth. The social industry can also be far-reaching
What companies are
is the first channel oriented, the purpose is to grasp the upstream resources. The most typical example is the Ctrip investment Huayuan, China Eastern Airlines, UTS, and where the network know-all tourism investment.