人人网在某些方面和Facebook很相像。该公司创始人、首席执行官陈一舟(Joseph Chen)最初也把用户群定位为大学生,希望他们未来成为对广告商最具吸引力的人群。但是,人人网面临着一些中国市场独有的问题。由于政府对一般资讯媒体进行管制,社交网络在中国更多地变成了查找信息、而不是分享信息的工具。例如,微型博客网站新浪微博(Sina Weibo)正在飞速抢走人人网的用户。新浪微博表示,去年9月其注册用户总数已达2.5亿,在三个月内增加了四分之一。人人网则表示用户数达到1.47亿,同期增幅仅为十分之一。人人网还有一个对手,那就是腾讯(Tencent)旗下的社交网站朋友网(Pengyou),该网也把用户定位于年轻人。朋友网表示,2011年上半年其用户数已超过人人网,并且还在以更快的速度增长。
Competition is hurting Renren's ability to attract revenue. Although sales picked up by about half last year, Renren's users generated just 7 cents per month, compared with 41 cents at Facebook. And that revenue is expensive. Renren spends half of its revenues on sales and advertising, compared with one quarter at Facebook. To compensate, Renren has tried to diversify into group buying and video. The former remains fiercely competitive and Renren's efforts so far are lossmaking. Video requires expensive bandwidth. Investors caught up in the hype of Facebook should remember that Renren is a friend with differences.
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