Direct network August 10th news (Tencent technology Eru) August 10th, the Financial Times recently published an article pointed out that the fear and greed spawned a craze for the Chinese O2O model, but investors are also concerned about the long-term development of this new model is reasonable.

The following is a summary of the article:

Sometimes, just the use of new hot spots of the Internet is often not enough. Chinese search engine Baidu at the end of the taste of this sentence words of truth, the company decided to increase the so-called "online to offline business model, is 020 inputs, but the harvest is investors shunned, its share price fell.

In China, O2O is experiencing brutal growth. However, this word has been a lot of abuse has been to no significance. According to McKinsey, a consulting firm, for Chinese consumers, o2o is the most useful function is from the Internet to buy things in the store pickup and return. Other people use O2O to describe local services through the network to the independent supplier of local services, and other places will be called the behavior of the network should be required for the economy.

In the eyes of O2O, China's low-cost labor force makes this model particularly new gravity. Chinese media also on the spare no effort to advocate, they called manicurist income can reach several times the average wage, and the tour guide occupation suddenly become hot.

Investors cautious nature is also reasonable. Some of the traditional Internet consumption patterns are going downhill, and the rise of the emerging Internet consumer model is still not very bright, but not to mention what kind of model can become the industry benchmark.

Emerging entrepreneurial way of introducing o2o, + Internet, according to the economic needs and full stack (full stack) startups initially formed jargon at least show that ambiguity in the definition. It also left a lot of speculation space.

In a wide variety of O2O services, the most effective way is to the network user interface and has not yet been infected with the Internet too many services or products. Silicon Valley venture capital firm Horowitz Andreessen says these companies are "full stack start-ups", because they provide a more complete business model.

Companies believe that the emergence of such markets may have different forms, but they generally have the same goal in two broad sense.

One is a large number of absorption of network orders, so that in the real time and service providers to negotiate with the entity has additional influence. A large number of users can be gathered by the dominant digital platform, and the trend is accelerating, and thus forming the main force in the mobile application.

In China, 15 are used in most of the applications have 14 belong to Baidu, Alibaba and Tencent, or with them. This data through the microblogging, this is similar to the application of the Twitter Alibaba has a close relationship.