58 同城“断臂求生”？一边裁员近万，一边跨界投资

Core Viewpoint - 58.com is undergoing significant layoffs, with a reduction of 20%-30% of its workforce due to financial pressures, operational costs, and market competition [2][3][4]. Financial Performance - In Q4 2024, 58.com reported a net loss of $19.7 million, a stark contrast to a net profit of $34.4 million in the same period the previous year [3]. - The company's revenue for the same quarter was $306.6 million, reflecting a year-on-year growth of 28.5%, but operational expenses reached $247.1 million, accounting for over 80% of revenue [3]. Business Strategy - The founder, Yao Jinbo, has mandated the elimination of unprofitable business lines, indicating a strategic shift towards core competencies and sustainable growth [3]. - The company is undergoing a major restructuring to focus resources on profitable segments, which has resulted in significant personnel changes [3][5]. Market Competition - Increased competition in the recruitment sector from platforms like BOSS Zhipin and Lagou has led to user attrition for 58.com, exacerbated by complaints regarding false information [4]. - In the real estate market, competitors like Beike have innovated with "true listings + VR viewings," further squeezing 58.com's market share [4]. - The second-hand car market has seen a decline in 58.com's intermediary value due to direct selling models from competitors like Guazi [4]. - Short video platforms such as Douyin and Kuaishou have altered user behavior in accessing service information, impacting 58.com's traffic [4]. Controversies and Employee Sentiment - The recent layoffs have sparked controversy, especially as this is not the first instance of mass layoffs, raising concerns about the company's stability and employee morale [5][6]. - Yao Jinbo's investment in the healthcare sector, acquiring a 23% stake in Yiming Pharmaceutical for $662 million, contrasts with the company's strategy to cut non-profitable businesses, leading to perceptions of resource misallocation [5][6]. Conclusion - 58.com is facing a critical transformation period, with the potential for recovery dependent on successful business adjustments and market positioning [7].