Uber (China) relies on its strong financial resources to conquer cities across the country.

In less than a year, 50 city stations have been developed.

And the numbers are rising.

There is no sign of stopping at this time.

Guan Huang didn't say a word before, O2O is a money-burning business.

Even if Superman has taken over most of the entire market first, there is still an uphill battle to fight against powerful invaders.

Not to mention, Uber is still a predecessor.

It was established earlier, with stronger funds, more advanced technology, and bolder subsidies.

In the face of such an opponent, no one can do anything.

The only thing that can be done is to persevere, boil slowly, and survive until one side collapses.

————

On October 10, Superman and Meituan officially reached a strategic cooperation agreement.

Meituan's food delivery business will be merged into Superman, and Meituan's Maoyan Movie business will operate independently.

Yueke Software, which Superman previously acquired, was merged into Maoyan Films.

The two sides issued a joint statement:

"Maoyan's goal is to become a comprehensive film company relying on the movie ticketing platform and user community, with the focus on developing the upstream business of the film and building a Maoyan entertainment media platform."

"In order to achieve this strategic goal, Maoyan needs to strengthen the development of the upstream of the film, and through capital operation, it will deeply connect with industry resources. After the separation of independent operations, the new Maoyan will have a more independent decision-making mechanism and a more flexible incentive mechanism. ”

The parties did not disclose the transaction amount and the relevant equity ratio.

According to the estimate of "Financial News", the amount involved in this cooperation may exceed 10 billion yuan.

The price of Superman's acquisition of Yueke Software is 850 million yuan.

There is no clear statement on the valuation of Maoyan Films, but you can take the Weiying era as a reference.

As early as April 27 this year, Weiying Times announced the completion of a $105 million Series B financing, with investors including Tencent, Wanda, Wenzi Huaxia, Luxin and Gangtai Culture.

After this round of financing, the overall valuation of Weiying Films reached 5 billion yuan.

After the explosion of the film market in the second half of the year, the valuation of Weiying may double.

Correspondingly, the valuation of Maoyan Films will not be less than 6 billion yuan.

The previous business in the takeaway market, although it did not make much profit, but the investment was huge, the scale was not small, and the package price may exceed 2 billion yuan.

The cooperation between Superman and Meituan is definitely a big deal.

For a time, public opinion paid attention, Luoyang paper was expensive, and interpretation reports from various angles were released.

It is said that the cooperation between the two is the capital matchmaking behind it.

It is also said that Meituan Takeaway has suffered huge losses, which makes the investment institutions behind it quite dissatisfied.

……

On the other hand, when fighting to the death with Uber (China), Superman did not forget to attack everywhere and expand his business, which cannot but make people praise the courage of the artist.

However, compared with the overwhelming criticism of the previous launch of Douyin videos, this time public opinion is more positive.

After all, whether it is the merger and acquisition of the takeaway business or the stake in Maoyan Movie, it is related to Superman's main business.

O2O！

……

The Financial News described the partnership as a take-off for both sides.

Meituan withdrew from the bloodshed battlefield, and Superman further consolidated his supremacy.

Maoyan Films, although it has sprung up, has sold the most orders, defeated Guevara and became the industry hegemon.

But the right to choose a seat is in the hands of others, which is unacceptable to Meituan.

Wang Xin has said more than once that Maoyan is not only an Internet ticketing platform, but also wants to cut into the deeper links of the film industry, such as production and distribution.

The hegemony was not achieved and suffered a backstab, so he had to stop and talk about cooperation.

Among them, "in order to achieve this strategic goal, Maoyan needs to strengthen the development of the upstream of the film, and through capital operation, it will be deeply connected with industry resources" has also aroused speculation from the outside world.

This in-depth docking "industry resource" is likely to be Yueke Software.

————

"Mr. Wang, there will be a celebration party......

After signing, Guan Huang sent out an invitation.

Wang Xin shook his head and refused, "I'm sorry, Mr. Guan, the company still has something, next time." ”

The deal was a failure.

Not only did he withdraw from the painstaking takeaway business, but even the carefully incubated Maoyan Movie was forced to open, and Wang Xin's mood was not much better.

Guan Huang didn't force it, "Okay, we'll get together next time." ”

In this cooperation, it is impossible to talk about who takes advantage.

From Meituan's point of view, Superman gets a little more.

From Superman's point of view, the importance of Yueke software has not yet been brought into play.

Neither side was satisfied, but neither could do anything.

Wang Xin nodded and led the Meituan group to leave the venue first.

Guan Huang said to Huang Zhaoyou, "You should hurry up on the integration work." ”

Huang Zhao nodded, "Okay." ”

Meituan left, and there were only two opponents left on the takeaway table, Baidu Nuomi and Ele.me.

The former is languishing, and the latter is in a corner.

As Guan Huang analyzed before, online and offline are not the same concept.

Baidu, a pure online company, wants to expand its offline business, without 300% effort, there is no chance of winning.

Superman doesn't have to interfere too much, and the other party won't last long.

Eleme is a fierce rival.

It's a pity that I despised Superman's takeaway too much before, lost the opportunity, and led to a lack of stamina.

Now located in a few first-tier cities, although the business is booming, but without the intervention of large capital, it will not pose much threat.

Guan Huang sighed, "I thought about leaving Yueke Software to lay the groundwork for the future, but unfortunately the plan did not change quickly." ”

After the acquisition of Yueke Software, Superman did not take any action, neither for Maoyan Movies, nor for huge expansion.

However, it is still a clue that Meituan has noticed.

The two sides negotiated back and forth for more than a month, and finally reached a cooperation agreement.

Huang Zhaoyou was also a little unwilling.

If the takeaway and taxi business is straightened out, movies are a good entry point to help Superman further expand into local life services.

It's a bit of a pity to sell it now.

"The future will be talked about in the future, but now it's mainly about competition with Uber."

Guan Huang nodded, he naturally understood this truth.

Karanik's simple and crude subsidy war has put a lot of pressure on Superman.

For users, no matter how much they say, there is no subsidy to be kind.

If there is a steady stream of capital investment, the two sides will burn to the end, and they will inevitably embark on the old path of the previous life - merger.

At this time, Superman doesn't have much energy to start a new war.

If Yueke Software is retained, Meituan's food delivery business will not be sold, which may lay the foundation for the future.

Solving the problem once and for all now, paying a little price, is nothing.

"I'll go first in a moment, and you will preside over the rest of the work."

Huang Zhaoyou: "Okay, just leave it to me." ”