What has been done by Gao Demei, a network car business, has become a "public"

The travel circle is completely frying this time.

The US Mission and Didi have not yet won the battle on the battlefield of the network. Wang Xing’s rumors of “full amount of joy” Mobai quickly realized in one day, and the focus of public opinion suddenly opened up. The head began to focus on Wang Xing and Hu Wei. Under this circumstance, the US group's taxi can no longer sum up the travel business of the US group. Wang Xing's bureau has spread to a broader range of travel.

Didi hopes to “recapture the headlines”. On April 5, according to Korean media reports, South Korea’s largest asset management company, Mirae Asset (Future Assets), completed a $264.8 million investment in Didi Travel. It is reported that this investment is a future asset. The largest cross-border equity investment ever.

This time, the beauty of the group's wind and grass has covered the news of other homes in minutes. For example, Gao De began to lay out the special car business, Ctrip also got the Tianjin network car license, officially entered the special car market... Didi wants to travel in the market The opportunity for the last big one is getting more and more embarrassing.

Didi has become a "publicity" step by step.

Cheng Wei’s sentence “I want to fight, I will fight” seems to be a little underestimated Wang Xing. Now the US group is becoming more and more radical in the field of big travel, and the drops seem a bit flustered, and they are accused of taking out the old age. The black manuscript, replaced the above-mentioned "40% Uber" with "Mei Tuan".

The network battlefield that has been working hard for many years is still difficult and dangerous. The market share of high proportion can not build a higher moat for Didi. At present, the bigger disadvantage of Didi is that the user experience is becoming less and less ideal. This is also the opportunity that the “Mei Tuan” sees.

The network car industry has passed as a period of barbaric growth in the emerging industry, and policy restrictions have followed. The restrictions on driver accounts and license attributions in specific cities have led to a sharp drop in the number of drivers on the network car platform. The number of drivers is the focus of each arms race.

Once the driver is reduced, the waiting time and success rate of the passenger's call will be reduced. After the war with Uber China, the network has been on the market for a long time and has not been able to appear with the platform of the tricks. The drop seems to have ushered in a steady harvest period, so the subsidies to passengers are reduced, and the driver's pumping is improved. . During the Spring Festival of 2018, the vehicles on the platform were in short supply. It was suspected that the success rate of single passengers was reduced by the algorithm, and the carpool orders were mainly sold. In March, Didi was exposed to “big data killing”, and the same order customers should add higher. Although it has been rumored, it has caused users to discuss it for a while...

The pattern of Didi has broken through the limitations of the network car early, and has moved to the category of big travel.

Didi has long been on the shared bicycle, and in September 2016, Didi strategic investment ofo Xiaohuang car. However, starting from 2017, the online transmission ofO Xiaohuang car fell into the capital chain, with a capital gap of 1 billion US dollars, similar to the deficit exposed by Mobai. The news of "internal people" obtained by various media is similar. The founding team of the company, led by CEO Dai Wei, is reluctant to hand over the company's control rights. Therefore, it has been arrogant with the employers and has taken measures to help Alibaba.

Considering that the concept of big travel can't be less of a member of the shared bicycle, the "small gas" took over the small blue bicycle that was already half cool. The small blue bicycle was the second echelon representative enterprise that shared the bicycle in the middle of the time. The takeover of Didi was limited to the takeover business, and the debt of the latter still had to be the founding team.

However, Didi's "going out to sea" strategy this year seems to be more gentle.

In January 2018, Didi acquired the Brazilian travel platform 99, which is a sister company of Softbank Investment. It seems to be more friendly than the pro-industry through strategic investment. On February 9, Didi and Softbank plans to form a joint venture to enter the Japanese taxi market. Up to now, Didi has established a cross-border cooperation network with mobile travel leaders from many countries and regions around the world, reaching more than 50% of the world's population in more than 1,000 cities in North America, Southeast Asia, South Asia and South America.

The war escalated, the US regiment expanded the encirclement

The market of Didi is big, and Wang Xing’s appetite is not small. The large-scale operation of the network car business in the country has not yet landed, and began to remember the shared bicycle.

Buying Mobaye will allow the US group to sit back and wait for the big bonus period of big travel. This acquisition is indeed a dust settled for Mobai, but for the US group, it bought a shared bicycle "half the sky" and also bought a huge hidden danger.

The US team's front line is a bit too long. With the drip of the network car subsidy wars just started, and bought a lot of money owed a debt, at the same time, these two businesses have no clear profit cycle. In contrast, it is understood that after the completion of a new round of over $4 billion in equity financing in December 2017, the cash reserve is close to $12 billion.

Once insiders analyzed that the current profit model of shared bicycles is nowhere to go. The market demand is large, but the cost of subsidies and bicycle damage has made it impossible for shared bicycle companies to make ends meet. Most of the shared bicycle companies have already died in 2017 due to the capital chain break.

Why is the US group coming to pick up this water? Wang Xing believes that whether it is a taxi or a bicycle, it is the responsibility of the US group. The business of the US group is based on location-related services. From group purchase to takeaway, movies, hotels and even travel, it is the location of service demanders. service.

The translation is that the US group has become a potential "public enemy."

Ctrip's "Mei-style" evolution

Recalling Wang Xing's "opening narration" for the US group taxi design: "On the one hand, the existing network car can not fully meet the needs of users. On the other hand, this is locaTIon based service (location-based service), the business characteristics of the group Very large is location-dependent. Either the location of the service provider or the location of the service demander."

It seems that there is no contradiction in applying this sentence to Ctrip. For Ctrip, which started its tourism business, the travel market is a piece of cake that must be won, so as to form a closed loop of the entire ecology.

Ctrip's car business started as early as 2014, the earliest independent car business department, initially operated as a platform, relying on Ctrip's air tickets, hotel orders, access to the market is a car service operator, providing demand Ctrip users, and later slowly connected to the self-operated business.

Ctrip special car service mainly solves the point-to-point ground transportation demand in the user travel travel scene. The service scene covers the pick-up and drop-off, pick-up and drop-off, pick-up and drop-off, tour charter, and city car. It is a high-quality way of moving away from transportation hubs, hotels and tourist resources.

In February 2018, following the launch of the “Taxis” business on the homepage, on the eve of the Spring Festival, Ctrip announced that it had officially launched a shared car rental business, and planned to use this service to directly cut into the car time-sharing scenario. Ctrip's shared car rental business has covered first-tier cities in Beijing, Shanghai and Guangzhou, and has radiated neighboring cities such as Tianjin, Yantai and Zhongshan. The first batch has covered 10,000 new energy vehicles.

On April 3, Ctrip also obtained the network license license from Tianjin, and laid out travel services based on travel scenarios from the two sub-areas of private cars and shared cars.

Gao De Food

As an important navigation map ingestor, Gaode Map announced the launch of the windmill business in March. Chengdu and Wuhan took the lead, and opened the recruitment of owners in Beijing, Shanghai, Guangzhou, Shenzhen and Hangzhou, and then gradually expanded to the whole country. More cities. Liu Zhenfei, president of Gaode Group, said that the Gaode Public Welfare Platform has no commercial purpose and will insist on not hiring the users and not subsidizing the industry.

There are many different opinions about the logic behind Gao De’s charity, but Gao De’s previous promise was “faced” by himself. In July 2017, Gaode released the “3.0 Strategy” to make the same infrastructure as water, electricity and coal in the transportation industry. To this end, Gaode launched the “end + cloud” travel strategy, and the “easy” travel platform under this strategy, to connect people, cars and roads in the travel industry, to be the decision-making brain in the future transportation industry.

This "decision brain" did what the limbs should do after 8 months.

Gao De’s remarks were once suspected by Alibaba as a counterattack in the travel industry. Whether it can “kill” the Tencent department, it will take a long time to verify.

The net car is like a sand, and the wind blows away.

At present, the travel market seems to have been monopolized, but the barriers to entry are lower, and the higher barriers to entry are mainly in the areas of supervision, travel licenses, data, and user experience. For example, after the US group took a taxi in Shanghai, the Shanghai Municipal Transportation Commission, the Municipal Public Security Bureau, and the Municipal Price Inspection Bureau jointly interviewed the propaganda language and the registration of the vehicle.

But this does not stop the market from getting more and more lively. It is precisely because the threshold is low and the user experience of the current platform is not refined enough. It has become "not fully satisfying the needs of users" in Wang Xingkou, giving more opportunities for latecomers.

If you look at the business category alone, the US group commented on the use of the network service based on the location service. The map navigation entrance of the shuttle business was attributed to Gaode, and the travel scene was taken over by Ctrip. If there is no action on the drop, the market that originally belonged to it will be getting more and more.

Undoubtedly and helplessly, the net car industry will launch another subsidy war, and Didi is still very familiar with this aspect. However, the burning of money can not burn the loyalty of the user, after burning the opponent, the winner will also face the current situation.

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