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Ali Meituan 'as,' what the inspiration for travel services?

Date: 2020-03-24

At the "2020 Merchant Conference" hosted by Alibaba's local life service, Wang Lei said: This time, he will fully benchmark the Meituan delegation, combining Alipay, word of mouth, are you hungry, and the advantages of Tmall, Taobao and Gaode? The regiment launched a blind spot attack.


At the 2020 Alipay Partner Conference, Ant Financial CEO Hu Xiaoming announced that he will focus on the digitalization of the service industry and create an open platform for Alipay digital life, shifting its financial payment business to a digital life platform. For the tourism service industry, digital life has also spawned new formats.

At the "2020 Merchant Conference" hosted by Alibaba's local life service, Wang Lei said: This time, he will fully benchmark the Meituan delegation, combining Alipay, word of mouth, are you hungry, and the advantages of Tmall, Taobao and Gaode? The regiment launched a blind spot attack.

I. Escalation of "battles" between Alibaba and Meituan

In the Spring Festival of 2014, WeChat Pay entered the mobile payment market with the help of the Spring Festival Red Envelope. Subsequently, WeChat relied on service providers on the one hand and off-line small payments on the other, making WeChat grow rapidly in the lifestyle payment market. Data from Analysys Consulting shows that in the third quarter of 2019, WeChat Pay's share in the third-party mobile payment market has reached 39.53%, which is enough to compete with 53.58% of Alipay. Have entered the payment market. Compared with WeChat's huge traffic on the C-side, Alibaba and Ant Financial's services on the B-side have an advantage. Therefore, based on the B-end is a better choice to consolidate the position.

In recent years, Alibaba has focused on local life as a breakthrough focus. In April 2018, Alibaba spent 60 billion on acquiring Hungry, and restarted and transformed its reputation. However, Alibaba encountered a strong rival in the local life-Meituan. In July of that year, before the US regiment went public, did Hungry launch a summer offensive, meaning it would be on an equal footing with the US regiment. By 2019, Meituan's market share has further increased. According to Trustdata mobile big data monitoring, in the second quarter of 2019, Meituan's takeaway market share has further increased to 65.1%.

According to data, as of December 31, 2019, the number of daily active users of the Meituan group has reached 69.856 million, which is about to exceed the 70 million mark. In the same period, the number of daily active users was 10.9973 million, ranking third among the current four major life service apps, lower than the 13.17 million public reviews. Meituan is still in a leading position and has become the "third level" of China's Internet after Alibaba and Tencent. At the same time, Meituan has also made great efforts to build its own ecology and actively expanded to e-commerce, payment and other fields. In order to stop the progress of the US group, it is necessary to rely on the ecological power of the entire Alibaba. Alipay's status as a payment channel is particularly important.

Although Ali has repeatedly stated that they are not targeting any segment, but more offline service merchants. However, it is undeniable that with the recent adjustment of the US Mission, Ali has had to arm in advance its most important local life areas. On March 16th, at the "2020 Merchants Conference" hosted by Ali Local Life Services, Wang Lei stated that this time he will comprehensively compare the bidding group with the advantages of Alipay, word of mouth, are you hungry, and the combination of Tmall, Taobao and Gaode In eating, drinking, and having fun, they launched a dead-end attack on the US group.

2. Digitalization of local life, Alipay's transformation focuses on "new infrastructure"

According to the 44th "China Internet Development Statistics Report" issued by the China Internet Network Information Center, the number of Internet users in China has reached 829 million in the first half of 2019. Therefore, in the future, the growth rate of Internet traffic will gradually slow down, and the cost of traffic acquisition will become higher and higher. In this context, major Internet companies have shifted their strategic focus to the industrial Internet. For example, Tencent has developed very fast in the B-end market. In the field of cloud computing, Tencent took less than two years to change its share from 5 % Has expanded to more than 15%. In order to maintain Alibaba's advantages on the B-end, Alipay is a vital link. It allows Alipay to serve companies more directly and solidify its advantages in the industrial Internet, which is also the general trend of the development of the Internet industry.

Secondly, during the epidemic, the country re-emphasized its focus on new infrastructure construction. The Central Economic Work Conferences held at the end of 2018 and 2019 both pointed out that we should accelerate the construction of new infrastructure such as information networks and strengthen the construction of strategic and network infrastructure. In February 2020, a meeting of the Political Bureau of the CPC Central Committee stressed the need to promote the accelerated development of 5G networks and industrial Internet. In March, the Standing Committee meeting of the Political Bureau of the CPC Central Committee further emphasized that the construction of new infrastructure such as 5G networks and data centers was accelerated. "New infrastructure" mainly refers to new infrastructure represented by 5G, artificial intelligence, industrial Internet, data centers, and the Internet of Things, which is essentially an infrastructure for digitizing information.

In addition, for Alipay, the most direct trigger of the transformation is the epidemic. The outbreak of the epidemic made the demand for digital services such as fresh food delivery, online entertainment, online medical treatment, online education, and remote office soaring. Related online service companies have significantly reduced customer acquisition costs, and more consumers have tried more Online services have developed consumption habits. Takeaway food delivery, online consultation, health code epidemic prevention and other services have made everyone realize the importance of digital living and work on the cloud, which has greatly accelerated the digitalization of the entire Chinese economy. At the same time, other Internet companies have also seen the blast and quickly expanded their business, joining the "war" of fighting for speed.

"The digitization of local life services has been one step slower than other industries. This epidemic has accelerated the process of online and offline integration, which is a crisis for merchants." At the "2020 Business Conference" hosted by Ali Local Life Services "Wang Lei, president of Ali's local life services company, expressed his views in this way. And set the goal "in the next three years, work with 50,000 service providers to help 40 million service industry businesses complete digital upgrades." At the same time, Alipay will also be revised. The homepage has added convenience food sections such as home delivery, fruit and vegetable supermarkets and pharmaceuticals, and has officially changed from a financial payment platform to an open platform for digital life.

Third, the "service ecology" upgrade of giants has given rise to new formats of cultural tourism

Digital transformation and upgrading will, in fact, have a profound impact on China's service industry and economy. For the tourism service industry, the benefits are already showing.

Recently, with the development of new formats such as cloud tourism, cloud entertainment, and online museums, digital cultural tourism consumption has become a new hot spot and trend. At present, the traffic volume of online animation, online music, online live broadcast, and short video formats has greatly increased. The number of users and the average daily user duration have risen continuously, and related indicators have reached record highs. The digital cultural tourism industry with digital content as its core has formed a sudden rise. Major online tourism platforms have launched cloud tourism projects. Museums around the world have launched more than 2,000 online exhibitions. The total number of visitors during the Spring Festival exceeded 5 billion. Many 5A-level scenic spots were opened Online tour function, a group of VR cultural tourism products are spread on the Internet, so that people can enjoy the great country and rich culture of the motherland without leaving home.

It is understood that during the epidemic prevention and control period, Zhejiang Province made full use of its advantages in the field of cloud wisdom and took the lead in launching a live broadcast of the cloud tour in Zhejiang Province, allowing the broad masses of people living at home to visit Zhejiang Province Level scenic spots, browse museums, art galleries, and enjoy high-level local operas and concerts. According to statistics, in the 48-hour cloud tour of Zhejiang live broadcast activities total viewers reached more than 13 million people.

For the outbreak of "online" tourism, there has long been a development background: On the one hand, it is the change of the tourist crowd. According to Ctrip's "2019 National Tourism Consumption Report", among the consumers who booked travel products, the post-90s accounted for 36%, surpassing the 35% post-80s, and became the first main force of tourism consumption. As of the end of last year, there were more than 20 museums' official flagship stores on Taobao Tmall platform, with a total of more than 10 million fans, more than half of which were post-90s.

According to the 44th Statistical Report on the Development of the Internet in China published by the China Internet Network Information Center (CNNIC), as of June 2019, Internet users aged 10-39 accounted for 65.1% of the total, including 20-29 The proportion of netizens is the highest, reaching 24.6%. In addition, the number of mobile phone Internet users in China reached 847 million, an increase of 29.84 million from the end of 2018, and the proportion of Internet users using mobile phones to access the Internet reached 99.1%. The major groups of Internet users and tourism consumer groups have clearly overlapped, and the tourism industry is bound to develop online.

The process of digital transformation of offline entities and online digital integration is also accelerating. In the future, the online tourism industry will usher in new opportunities. He Qiongfeng, Director of the Data Analysis Institute of the China Tourism Research Institute, pointed out that in the past 20 years, online tourism has achieved multiple dividends, and now scientific and technological progress represented by 5G and the Internet of Things should shape the future of tourism.

For the digital upgrade of hotels, we should base on the top design, combine customer demand, corporate capabilities, and industry development, and find cost-effective breakthrough points: such as customer demand mining capabilities, product design capabilities, service product productivity, organizational synergy, and the future. Industry interconnection and ecological development direction. Relying on the company's own advantages, the hotel has evolved its own unique digital capabilities. The nature of hotel digitalization, that is, the ability to continue to exceed the expectations of guests, is also the ability to keep guests returning to spend, and it also allows guests to pay quickly.

For example, contactless service is a product of online + digital in a certain sense. From January 2018, Huawei's new mission is to "bring the digital world to everyone, every family, and every organization, and build a smart world where everything is connected." The digital development of hotels is an inevitable trend in the future. For the current concepts of VR, AR, and robots, for hotels, we must realize that technology exists for people.

Some experts believe that as the dividend of the Internet has basically declined, the next is the dividend of the Internet of Things. Hotels use the Internet of Things to refine their operations for customers, which can bring more empowerment and achieve true digital reshaping. The hotel's "contactless service" has allowed us to see the practical application of smart hotels, but the real meaning is still the service.