Chapter 322: Capital Cheapness

The May Day holiday is coming as scheduled.

This is the first May Day Golden Week after China officially implemented the annual three Golden Week holiday plan, and it is also the first May Day Golden Week after China joined the WTO and was forced to further open up the tourism market in both directions.

Relevant practitioners in Southeast Asia, Japan and South Korea all felt a heat wave of money rushing to their faces.

In particular, in the past few years, the tourism industry practitioners who have always looked at the consumption power of the Chinese people with colored glasses have been shocked to the most obvious: when did it start? In the past few years, it seems that the consumption power of the Chinese has been so exaggerated, and now they can actually approach a 10% consumption share in the tourism market!

It's no wonder they were shocked, because if you go back five years, the spending power of Chinese tourists in the overseas tourism market will not even account for 2%, and after five years, it will be about 8%, isn't it skyrocketing?

Of course, if they can open their eyes to God, they will be pleasantly surprised to find that in another five years, this proportion may reach 15%, and in another ten years, it may be close to one-third (in 2017, Chinese tourists to Japan surpassed South Korean tourists to Japan, reaching the most)

At this point, it's not worth making a fuss about at all.

Gu Kun is the one who opened the eyes of the sky, so he will not have any surprises and surprises about the May Day Golden Week, the new surge in the tourism market here in Lanfang - what should have been expected a long time ago, what is there to surprise.

The only thing that surprised him a little was that he hadn't waited for the Golden Week to come to the zero or low tour group - in fact, he had been tracking the marketing trends of those online booking group companies, and he also knew that those online booking companies had begun to attract investment in low-fare or even zero-fare groups more than half a month ago.

It's just that those few zero-group groups that tested the water were only short-lived in the ten days in late April, and then converged again. During the May Day holiday, all the tourists who came to Lanfang were full price, and Gu Kun was not left with any handles.

Gu Kun thought about it for a while, and then he was relieved: Internet business companies like to fight price wars and solicit customers at the lowest price, which is inevitable, but they are not cheap enough to lose money without making money.

During the May Day Golden Week, there are so many Chinese people on holiday, so many people who are free and rich, and the regular price can be fully booked, how can there be half price or even zero tour fee?

Low prices only appear in the off-season, and not in the peak season.

"But I'm obsessed with them, and I'm anxious to grab them. Anyway, not at the moment, let them stay for a while. When he figured it out, Gu Kun didn't forget to laugh at himself.

Anyway, the full-price group did not hurt the forced character of the Lanfang tourism market, so why is he in a hurry.

......

On May 11th, the first weekend after the end of the Golden Week, with the end of the tourist season, the half-price group finally began to reappear.

Gu Kun's news was very well-informed, and he also grasped the situation as soon as possible.

Along with the intelligence, there is also Ma Feng himself, who was invested by him - Ma Feng is also responsible for providing information for Gu Kun's related layout these days, this time, he has a hunch that things may be made bigger, so he came to report in person, in addition to reporting, it is not excluded that he wants to admonish Gu Kun with some words.

As soon as they met, after reporting and greeting each other, Ma Feng said sincerely:

"Boss Gu, now the situation is very clear, and there is no shortage of evidence. I believe that if you wait until they can't hold back the cost and the tour group has more and less supply of genuine goods, they will become more and more emboldened to sell fakes.

However, I don't know how hard you are going to deal with Xiao Yang and his company, and there is no room for mediation in this matter? Of course, I support you, and I will definitely not divulge any of your decisions and ideas. But I'm afraid that if you do too hard, it will affect your reputation in the Chinese Internet entrepreneurship circle in the future.

After all, I also know the cause and effect of this matter, Boss Shen originally wanted to spend the cold winter and find you to cooperate, and wanted to recommend a regular Lanfang tour group to cooperate, but you refused his invitation. Then Boss Shen's voice in the company was once low, and it was his co-founder's turn to pull in external investment and squeeze out his uncooperative one.

If you kill this kind of thing, I am afraid that more promising startups will not dare to take your money in the future, and I will no longer give priority to you when I need investors, is it really cost-effective for everyone to put themselves at risk?"

Gu Kun didn't appreciate this last persuasion: "Hehe, you should know how much damage a low-cost group or even a zero-fee group will do to a tourism market that takes a high-end luxury route, and he wants to smash my signboard and won't let me kill him? Brother Ma, do you think this matter can be good?"

Ma Feng thought for a while: "What do you think of this? As long as you authorize it, I will save face, and I will go and tell Xiao Yang to invite Boss Shen back." When the time comes, you pay to squeeze out or dilute the Diba's shares in the Convenience Travel Network - I know tens of millions of dollars are nothing to you - and then you can regain control of them, and when the time comes, you will not be allowed to do the Lanfang cheap group, is it not your business?

"This is impossible, when I was invited to go, I didn't go to the kind of company that took the free route with no technical content, and now I am forced to go again? The strength and weakness are so obvious, no one can force me. "Gu Kun is very resolute.

Ma Feng: "It's not a big sin to be free, the original spirit of the Internet is resource sharing. Isn't it free for us to do e-commerce platform information services on the Internet, and Brother Pony makes instant messaging chat tools, isn't it also free? Li Dacaizi makes a search engine, which is also free, so don't you make up for it from the advertising fee?

Although Xiao Yang's hand has lost a little bit, and he uses forced shopping in exchange for bridging the cost of the tour fee, after all, it is also a business model, and the account can be calculated, in the eyes of other peers, it is almost the same. You're going to kill all the free companies, and I'm afraid that other free companies will attack you when they get bigger in the future - of course, I know that you won't be afraid of those small fish and shrimp in ten or eight years. ”

Hearing this, Gu Kun finally realized Ma Feng's worries, or where the ambiguity between the two was.

Gu Kun couldn't help but smile: "That's right, although it didn't hit the point, it can be regarded as encouragement, let me see where you misunderstood - this is a good thing, people who know me so well will misunderstand me like this, it can be seen that most Internet practitioners in China who don't know me so well will also misunderstand."

That's right, today I will talk to you, you hold it in your heart first, one day, this matter is over, when you drink and chat with your peers and friends in the circle to brag, or when you chat and fart, help me analyze and defend a few words, and I will lead you to a favor. ”

Ma Feng also became slightly serious: "Listen to Gao Zhi, so I misunderstood your principles?"

Gu Kun: "Of course you misunderstood, because I have never hated all cheap and free service providers because I run a luxury and high-end business, these are two different things.

I'm going to kill the guy surnamed Yang, not because of the free itself, but because of how he made it free. Therefore, when you have the opportunity to wait for this matter to pass, you must make it clear to your peers when you have the opportunity, so as not to hurt the innocent, and lest everyone who is innocent endanger themselves and be wary of me. ”

Ma Feng: "I want to hear about it." ”

Gu Kun stretched out two fingers and argued: "The spirit of the Internet is sharing, and early practitioners thought that resource sharing and free were cool things, and I have no objection to this." Moreover, many businesses on the Internet do not ask consumers to collect money, so we have to distinguish why they don't collect money.

The first is to rely on technical advantages, such as search engines - in the future, there may be antivirus software, which can be used directly for free, but they rely on technology to push advertising to return to cost, this is a mature business model, your push technology is accurate, the algorithm is profound, and if you can get back the money, I will serve you.

The second kind is more despicable, that is by stealing boards, there are many such industries, strictly speaking, it is bloodsucking, illegal, but the state is tolerant, and the early Internet industry is mainly supported.

And the last one is completely unfair competition, that is to say, he relies on subsidies, or other methods similar to dumping price wars, pretending to be able to squeeze competitors to death in price wars temporarily, but in fact it is just a kind of capital operation, creating a temporary inflated market value, and making money in the stock market.

I believe you are also aware of your country's anti-monopoly and anti-unfair competition laws, and know that 'dumping below cost', especially 'for the purpose of eliminating competition', is illegal.

In other words, I don't kill free dogs when I encounter them, I want to see it, if you rely on scientific and technological progress to achieve a cost explosion, in the future, you don't need to subsidize, don't burn money, don't steal beams, you can really continue to be free, there is a business model that works, I admire you, and I will be a great philanthropist.

However, if a person is just creating a temporary illusion of free price war or subsidy burning, then there is nothing to say, this must be ironclad...... What's wrong with me getting to blame?"

In later generations, whether it is those beep beeps and taxis, other takeaway group purchases, or selling coffee, price wars are normal, but Gu Kun judges whether the other party is a despicable capital operation, which is a criterion:

Don't you want to be free? Do you have a kind of forever free?

You can do the same antivirus software as Zhou Hongyi, and you can bear it forever for free, that is a serious and legitimate business. It shows that "free is not lower than the cost price of the operator", because people have a high level of technology and use technology to reduce the cost, so that the cost of use is almost zero, and no matter how many people use it, they can insist on being free.

However, if you are particularly free for a few months to rush the false market share, in fact, you will not be able to bear the free after burning money, which means that it is a proper illegal capital traitor.

It's like a taxi subsidy, if an entrepreneur has the ability to make a new low-level energy technology song name, so that the energy consumption of the car is almost free of money, and then get a science and technology song name in automatic driving technology, so that the driver's labor cost can be reduced to almost zero, and the driver's profession will be eliminated, then you can talk about the car without money, Gu Kun absolutely worships.

You don't have scientific and technological progress, and you're a fart by burning money.

Scientist, you come for free, Gu Kun is convinced, let Gu Kun kneel down as a dog for the real scientist, Gu Kun has no other words, this world should let the real scientist be superior.

But the capitalist lowly breed does not deserve the treatment that only scientists can enjoy. There is no technology, and the cheap breed that relies on capital subsidies, Gu Kun will definitely accompany one to trample to death.

It's not that I can't afford to burn.

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