[Summary] "China's Rich" price falls more than 1/3 in two weeks (as of
Year 2003
November
On the 18th
The United States is closed, NetEase NTES's share price is $ 40.4, and the stock price of the other two portals is also around $ 30). In his own words, it is a "book number" game, can't explain what problem. However, from the nearly two years's changes in the Internet industry environment and the performance of the portal, the mourning clock of the portal is probably being sounded.
The "Chinese Rich" has fallen more than 1/3 in two weeks (as of
Year 2003
November
On the 18th
The United States is closed, NetEase NTES's share price is $ 40.4, and the stock price of the other two portals is also around $ 30). In his own words, it is a "book number" game, can't explain what problem. However, from the nearly two years's changes in the Internet industry environment and the performance of the portal, the mourning clock of the portal is probably being sounded.
From the industrial environment, with the netizens become the main crowd of society, one of the main roles of the portal - popular network knowledge - the role of the network will naturally die, the doorway (ie, the unknown network knowledge) Will lose the foundation because people will be more willing to go to the industry's professional website to find unknown knowledge and new fields. In the past two years, the popularity of the portals has gradually been more professional websites, which can be used as an agreement.
Cisi
March visits change
Financial street
177.4
5%
Securities star
113.1
4%
Sohu Financial Channel
102.5
30%
Sina Finance Channel
92.6
twenty four%
Summit
60.8
5%
Netease Financial Channel
34.0
33%
China Financial Information
29.0
6%
China Securities Journal
20.4
1%
Cathay
Junan
18.1
1%
China Yi Fu
15.8
2%
source:
Year 2003
November
11th
Financial website CISI popular list (http://www.chinalabs.com/cisi/cisiew.asp?sclassid=24&cisidate=
2003-11-11
)
As shown in the above table, the traffic of the professional finance website has exceeded the financial channel of three major portals. Not only the financial website, other websites such as entertainment, sports, hr (recruitment). From the perspective of information, the professional website is also a trend to take the door (see the Internet Lab CISI website rankings). From a professional service point of view, the portal is even more than these professional websites, and there is no exception of the content and services of these websites. It is targeted for a particular group of people. The market is relatively clear, and the service is more professional. Close to the crowd of your own.
Cisi
March visits change
Tihu
158.5
13%
Sina Entertainment Channel
127.7
26%
Tom Entertainment Channel
81.6
9%
Sohu Entertainment Channel
75.0
31%
21CN Entertainment Channel
56.0
93%
Netease Entertainment Channel
55.3
34%
Nine-day music network
50.0
35%
Flight network
49.8
41%
Kunarian Network City
13.8
1%
Shanghai Hotline Entertainment Channel
12.1
28%
source:
Year 2003
November
13th
Entertainment Information Website CISI Popular List (http://www.chinalabs.com/cisi/cisiview.asp?sclassid=15&cisidate=
2003-11-13
)
In this way, the portal can take out the homework, and there is also news and search. On the news, the portal can still maintain a certain lead, but there is no news, the title is its fattest injury, so it is only the official news website (such as CCTV, Xinhuanet), which is just a time problem, as shown in the following table. Cisi
March visits change
Sina News Channel
95.1
20%
CCTV
72.3
13%
Xinhuanet
60.4
43%
Sohu News Channel
49.0
25%
Tom News Channel
42.3
7%
People's network
37.0
45%
Phoenix Television
29.6
5%
Netease News Channel
27.7
30%
Qianlong News Net
23.4
46%
China.com News Channel
15.5
31%
source:
Year 2003
November
5th
News website CISI popular list (http://www.chinalabs.com/cisi/cisiview.asp?sclassid=5&cisidate=
2003-11-5
)
Search must not say, with Google's rise and local search technology companies' singles and market red fire, it is also a good night's event without the core search technology. In addition, in recent years, more and more abundant foreign risk investments have returned to China's Internet industry, and weakened the capital advantage of the three major portals.
From the perspective of the three major portals, lack of core competitiveness has always been the nightmare that they can't get rid of, which is reflected in:
1. The main distribution. This can be seen from the channel and column settings of major portals and columns and lack of uniform division standards. The size channel is mixed with the column. What is the channel, which is the first-level column, which is the secondary column, which is For personal services, which are the services of the company, unclear, all placed on a piece of paper on the front page, seems to be afraid that visitors don't see their own "feature" (too much, it is inevitable to become a laughter). The visitor can't see which is the key channel and column of the site, the focus is not highlighted, the main second is not divided, the main scatter is scattered, which is ironic for the portal for operations for 5 years. It is simply ironic.
2. Lack of innovation. In recent years, we have few great innovations and breakthroughs in the technical and application, over-relying on text messages, and almost swindle to "porn", " "The past is very close, it lacks innovative motivation, does not think ink, relying on the acquisition and the mourning of the hit rate, the hit rate is helpless.
3. There is no clear audience user group. This is determined by the basic positioning of the portal, that is, "providing content services for all netizens", and add a refers to the attributive "mainland". In the past, netizens were only an elite population. This positioning can also earn a "Internet popularity" in the portal. Today, only the number of Chinese netizens will be over 100 million. In the future, there will be "all people online" situation, fact On the streets of domestic big cities such as Beijing, Shanghai, Guangzhou, and Shenzhen, it is difficult to find people who do not access the Internet (especially students and young people aged more than 10 years). At this time, it is no meaning that the "service all netizens" is not meaningful, and only the management of the development trend of the management of the Internet industry lacks a clear judgment. Big, no, including the portals, can not be subsealed, and it is impossible to provide substantial services for specific people.
Therefore, in general, the reaches of the portal will be a thing that can be foreseen in the next 3-5 years, then who is the tomb of the portal?
When network socialization (the network is home, it is a total of people with a total of people to become a network of people (all people online, everyone will use the network, and the network is an indispensable tool in people's lives). The individual must become the Internet. The dominance of the world. Accordingly, network communities that provide centralized, specialized, and personalized services will gradually become mainstream, and act as a target of the portal, becoming the top 1 protagonist of the "The Second Spring of the Internet". In general, the network community can be divided into two types of real communities and virtual communities.
Real communities offer the same real-world services as the Internet, including work, learning, and life, but only use the network tool, making the way the service is more convenient, more content, more convenient, such as the network Financial communities, you can provide stockings, fry (period) goods, fry (external), financial, portfolio, etc. can be used online, and we can make a fans. Providing various sports related services including gambling (including official lottery and underground gambling), according to statistics, only Beijing one place, more than 1 billion yuan of funds in the grounds of underground gambling. There are also talent communities - find jobs, professional planning, knowledge communities - academic and non-learning knowledge, methods, technologies, resource exchanges, and sharing, and so on. In short, in the real online community, there is no difference between online activities and daily online life, but it is necessary to transplant the network knowledge, gradually, gradually, gradually, gradually, gradually and gradually transplanted to the web.
The virtual community provides a completely different virtual service with the Internet, which is generally part of a personal entertainment, such as online games. People are in various virtual activities, such as virtual transactions, virtual shopping, playing virtual roles, and more.
The content of the community is a variety of business models, and there must be innovation to achieve differentiated competition, avoiding the vicious competition in the early e-commerce. However, due to the limitations of personal knowledge, skills and resources in the community, as well as the basic needs of the community people, both the real community or virtual communities, community operators must consider the following two necessary, basic tools, mechanisms or Operating platform:
1. Communication tool - not only the tools such as BBS, Forum, Instant Communications, but more importantly, build an equal communication environment through the guidance and activity of the content. Many times you have to combine with offline activities (such as member clubs).
2. Transaction / exchange mechanism / currency - This involves the core of online community business model, because trading and exchange is one of the main driving power of community members to stay online, otherwise it is only possible to passively "see" what can be active " "Things, visitors do not have subjective initiative, long-term, can't stay. The demise of most websites during the Internet bubble is because of this reason, in contrast, eBay's success should be attributed to its trading mechanism (including supervision, disciplinary mechanism). Operability. Initially, only the mechanism of "object-object" transaction does not have a currency as a payment intermediary, but as long as there is a demand for transaction and exchange between the network community, the currency is inevitable, but only due to the financial system, the virtual currency can be appeared first, then Gradually cooperate with financial institutions, there is a real network community currency, thereby realizing the true interaction of substantial significance under online Internet.
Among them, a good transaction, exchange, is especially important to the final monetary mechanism. With the improvement of the exchange mechanism, the virtual network community mainly based on the personal entertainment will be combined with the real network community in the future, and the connection between entertainment and actual life, this is in fact, an important part of personal network (blog is the form of expression One). All in all, the extension of the portal leaders will not return the entire Internet industry, and the online community will become a leader of the Internet industry, and all kinds of online communities and professional websites will present the situation of hundreds of flowers. The social value of them is "network service society "," Returning to the people ", and has a profound impact on organizational informationization (including enterprises and governments) and network socialization, and ultimately make individuals become the center of the online world and even the real world, not today, tailored as a center. This is later.
