Zhou Yujie nodded and said, "It's almost the same as the most important thing. Meituan's original operating model was originally centered on merchant services, rather than blindly burning money. Later, after cooperating with Quxin, it opened up traffic, and with sufficient funds, it was prepared for a long time. Unless Tengxun and Alibaba refused to let go and continued to burn money, Meituan would basically be the final winner."

Although there have been huge changes in the Internet and group buying fields due to their own interference, this does not affect the fundamental operating model of several group buying websites. Except for Meituan, the others focus on traffic and subsidies and neglect operations. The ultimate outcome of this model is to exhaust their own funds and cultivate user habits for later generations.

And the only variable now is that Tengxun Alibaba has entered the market in person. Will they continue to choose to resist or to be with Google in the US market? Facebook generally chooses to give up, which determines subsequent market changes. However, the quagmire is so deep that it is not that difficult to follow up.

Zhong Guangwei smiled and said, "If Lashou.com is out of business, WeChat's plan to attract users by Lashou.com will fail. In this way, Quxin will be under much less pressure."

Although Lashou.com was surrounded by Baidu and Alibaba's full efforts, and the routine was left to Quxin, which made many people feel bored, but after all, spending so much money can still attract many users. If the group buying market does not collapse, then it will be a matter of time before Tengxun spends money, WeChat can get up sooner or later.

Zhou Yujie said: "The pressure of Quxin still exists. For Quxin, it is to cooperate with group buying websites to obtain social links, while for Tengxun, it is just to increase the growth rate of WeChat, because Tengxun itself already has enough social links.

Now the group buying model has disappeared, but Teng Xun lost only time, their roots are still there, unless one day Quxin's user scale is close to QQ, otherwise, we must be careful, because a mistake, Quxin may lose."

Lin Youde also said: "Because of pre-installation, there are more and more users of Toutiao recently, and we have been attracting traffic to Quxin. However, judging from the data obtained in the background, many people who download Quxin are not interested. They either don't need to or uninstall. They seem to only need a QQ."

Zhou Yujie nodded and said, "Social networking of strangers and group purchase subsidies have basically attracted groups that are interested in this area. In fact, there are larger numbers of people outside, but there is no place that attracts them very much, and they will not stay. This is the reason for this, including many dead data from Quxin's backend."

Whether it is the burning of group purchase subsidies or the shake with big data as the core, it has time limits to the attractiveness of users. If you play too much, users will get tired of it. As for group purchase subsidies, many people play twice for freshness. Even if they do not reduce subsidies, they will lose interest.

To attract users with "interest" cannot be retained because interest will change. However, because the smartphone market explodes rapidly, a large number of newcomers enter the market every day. The social interaction of strangers can temporarily form a stable city protection that can maintain Fuxin Daily Active.

Zhu Wenbin, who is in charge of Today's Selection, said: "In essence, group buying is just to save money. Even if users have subsidies, they need to go there in person. Takeaway can save this trouble. If Quxin cooperates with Today's Selection again, will Quxin's users be added?"

Zhou Yujie smiled and said, "It is possible to cooperate, but it is impossible to cooperate like it does with Meituan. Today's Youxuan coverage is still too small, and the offline team is not enough to support Quxin's current size.

However, Today Youxuan also has its own data, which can be compared with Quxin data. For this part of the repeated users, you can give coupons appropriately. Anyway, Today Youxuan has been subsidizing now. Instead of giving it randomly, it is better to give the benefits to Quxin users. As long as there are too many, it will still have a little positive effect."

After thinking for a while, Lin Youde said, "If we use this model, WeChat can also operate this way. Tengxun has a lot of games and a larger number of users, which is completely different from the original group buying."

Zhou Yujie nodded and said, "Of course, the Internet industry itself is a big copy. Teng Xun monopolized the game industry. This is their advantage. But if we can make takeaway well, then this piece is our home field. Teng Xun can only copy mode, but cannot copy our users and data.

So in the future, the company's core resources must be fully invested in the takeaway industry. Now that the group buying industry is shrinking, the capital behind it will definitely think about investing in new industries.

We have been playing so big in the takeaway market in recent months, and there are no challengers because most capital and entrepreneurs have been attracted by group buying. I estimate that in the future, there will be a large number of newcomers in the takeaway field, and even some other industry giants will enter the market, such as group buying."

"Will Meituan enter the takeaway industry?" Everyone was moved. Quxin and Meituan's cooperation involved several core departments of the company. With the cooperation, everyone had a rough understanding of Meituan's offline promotion capabilities.

It can be said that the reason why Quxin can gain user and user stickiness so quickly is that even if his opponent Teng Xun acquired Lashou.com and spent hundreds of millions of dollars, the effect is not as good as Quxin, which only spent 30% of the funds. Meituan's offline promotion capabilities can be said to have made great contributions.

Zhou Yujie said: "If I were Wang Xing, after monopolizing the group buying field, I would definitely not rest assured, but would find ways to continue to expand my field, and takeaway is a very good project."

Meituan, in later generations, controlled 50% of the national group buying market after the Thousand Group War and the group buying crisis, in early 2012. It is easy for Meituan to make a profit at this time, because other competitors are basically half dead, except for Dianping, Nuomi.com, 58 group buying, etc.

But Wang Xing was not satisfied with this and proposed a strategic plan for Meituan's next strategy, which is one vertical and one horizontal. The other vertical means continuing to deepen its efforts in the group buying field and increasing its market share to the extreme. The other horizontal means relying on Meituan's market share to expand horizontally and enter movies, hotel accommodation, tourism, wedding dress and other businesses.

At that time, these businesses were all popular businesses with broad market prospects, but there was no takeaway, because Ele.me was only a corner of the corner and had no popularity.

Wang Xing and Meituan have strong execution capabilities, but they are not an innovative talent.

For example, in the early 2013, Chen Wei, who had just established Didi, delivered his products to Wang Xing, hoping that Wang Xing could invest in Didi, but after Wang Xing took a look, he directly criticized the online car-hailing business model for nothing, and he himself could not imagine what kind of giant Didi would become in a few years.

By the end of 2012, after Ele.me received several financings, it became famous and noticed by Meituan. Boss Wang began to make a market snatch again. Later, in 2013, it launched Meituan Takeout, which seized most of the market with its strong offline promotion capabilities.

Nowadays, the Today Youxuan will explode the potential of the takeaway market earlier. As long as Wang Xing is not stupid, he will definitely enter the takeaway industry.

Zhu Wenbin said: "So, we will compete with Meituan soon?"

As a senior executive who came out of Meituan, Zhu Wenbin naturally knew how difficult it was to compete with Meituan offline, but fortunately, both of them had decisive advantages in terms of capital and traffic.

Zhong Guangwei said: "The group buying market collapsed during this period, and Meituan started to promote in Yanjing in reverse, but did not choose to cooperate with Quxin or Toutiao, but adopted the most traditional advertising model. It seems that Wang Xing has already taken precautions against us and he doesn't want us to obtain Yanjing's merchant data."

The cooperation between Quxin and Meituan has never stopped. However, after Tengxun and Alibaba entered the market, the subsidy scale has been greatly reduced, but the efficiency of cooperation has not changed. Compared with traditional separate advertising, Quxin+Toutiao promotion is definitely much stronger, but Meituan did not choose to cooperate again.

Zhou Yujie smiled and said, "Since we entered the takeaway industry, Meituan will sooner or later be our opponent, which is inevitable."

They are all O2o industries. Even if the fields are different, the Internet industry will retreat if it does not advance, and it will definitely expand and will inevitably face it.

Zhu Wenbin asked, "Mr. Zhou, what should we do now?"
Chapter completed!