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央广《王冠红人馆》财经报告:饿了么吃下百度外卖,送餐市场开启双雄时代

2017-08-31 17:00:54   央广网

今年年初,百度外卖获得B+轮融资,但据知情人士称"融资金额不大,所以没有对外披露"。今年3月,百度外卖的主体公司北京小度信息科技有限公司进行了一次注册资本变更,从变更前的5.38亿美元到如今的7.5亿美元。

值得注意的是,去年7月完成B轮融资后,百度外卖估值达20亿美元。然而如今以5亿美元打包3亿美元流量出售,令许多人唏嘘不已。

百度要卖"亲儿子"百度外卖,已经不是一天两天了。

早在2016年春节前,饿了么与百度外卖就已开始了接触,当时谈的价格是20亿美元,打包糯米。

2016年9月,又传出了百度外卖、百度糯米与美团点评合并的传闻,价格依旧是20亿美元。最后仍然是无疾而终。

2016年底,顺丰给百度外卖开价24亿美元,但顺丰想合作、不想全接过来自己做外卖,双方传出各自出资成立合资公司后,最后没有传出进一步消息。

2017年初,百度终于再度找到了饿了么。此时的百度外卖已从优质资产变成了一个尴尬的存在,这次交易已不再打包百度糯米,单一的百度外卖价格跌下了8亿美元。

而最后我们看到的一锤定音的交易价格却是更低的5亿美元。

  百度为何贱卖O2O业务?

首先,O2O已经不是百度的核心业务。高举人工智能大旗的百度,对O2O业务的重视程度确实远弱于从前。在百度公司第二季度财报中,百度公司定下了转型AI的新战略目标。百度以人工智能为基础驱动力来不断完善现有核心业务,尤其是手机百度、搜索、资讯流等核心产品,根本就没提百度未来在O2O领域的布局和战略。

其次,百度O2O业务不给力。作为曾与饿了么、美团外卖并驾齐驱的三大外卖平台之一,百度外卖在近一年来的市场份额持续走低。饿了么援引艾媒报告中的数据称百度外卖现在市场份额为13.2%。有的分析数据甚至认为,百度外卖现在的市场份额如今已经不到10%。内部的项目靠不住,百度O2O在外部的投资布局也一样不能尽如人意。近年来,腾讯阿里在出行、生鲜电商、本地生活、甚至于共享单车领域发起了多次融资大战,而百度在这些领域要么是缺席,要么是滞后,存在感极低。此外,在其他多个O2O领域,百度的成绩也并不好看,比如正在准备"流血上市"的中粮我买网,以及已经销声匿迹的51拼车。这一方面是因为百度在一些卡位战中错失先手,比如错失了共享单车;另一方面O2O的泡沫太重,难免有些公司会在资本退潮之际陷入举步维艰的境地。随着外卖脱手,百度从O2O战略返回到以技术为先。作为一家搜索公司。天然的技术基因意味着,人工智能领域称得上是百度的主场。

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