The online car-hailing market, which has been silent for a long time, has caused another rippling due to the entry of "new players" such as Huawei , Tencent . After more than two months of testing and operation, the Huawei version of the aggregated "online car-hailing" platform Petal Travel public beta version has been launched recently.
Previously, WeChat also added a taxi-hailing function to its nine-grid travel service, which also adopts an aggregation mode. It has been connected to multiple travel service providers such as Cao Cao Travel , Sunshine Travel, and Shouqi Car-hailing . So far, the domestic online car-hailing track has gathered domestic technology manufacturers such as Huawei, Alibaba , Tencent, Meituan , and Baidu . Are
all here to chew the market gap left by Didi ?
The truth is not the case.
In this regard, Qin Xiao and Shule had a conversation with him. I thought:
Internet manufacturers are attacking online car-hailing not for appointments, but for cars.
Didi is restricted only by a catalyst, and in essence, it is the entry of online car-hailing into the 2.0 era, that is, from the shared car mode to the customized car mode. The person in charge of a certain area of
T3 Travel once told the media: The entry of the new taxi platform has brought new convenience to users' travel, and it has also brought new vitality and challenges to self-operated taxi and aggregated taxi platforms. Behind the travel market is still the competition for traffic, and the second half of online taxi-hailing has begun.
But the key to this second half is not the order, but the car.
Who can make new online ride-hailing be accepted by consumers and become the root of big data?
OEMs and smart car-related system suppliers can all establish online ride-hailing platforms to start road testing for their new energy vehicles and smart cars, collect data, open up incremental markets and explore more scenarios.
For Huawei and Tencent, the biggest problem at present is not how to cover the market, but how to cover more "cars".
As a supplier of the soul related systems of smart cars, entering online car-hailing is essentially necessary to find a suitable OEM to inject soul, and use mass production customized cars to cover the market and build an online car-hailing platform. Customized cars like
focus on providing many customized needs needed by mid-to-high-end consumers, not just physical (built-in car) safety assurance systems. There is also a clear Hanhe Chujie between the
aggregation taxi platform (Didi) and the self-operated platforms (Huawei, Cao Cao, Shouqi).
The so-called "aggregation platform" refers to a platform that provides information aggregation services to passengers and online ride-hailing platform companies. On the aggregation platform, there are often access to online ride-hailing platforms of varying numbers, and users can realize "one-click orders and multiple-platform rides".
In 2017, Gaode Map launched Gaode taxi and created the first model of aggregation taxi. Subsequently, aggregation platforms such as Ctrip car use, Meituan taxi, and Baidu taxi appeared one after another.
In July this year, Huawei launched the taxi service "Petal Travel", which has entered the aggregation taxi market with a high profile; at the same time, Tencent Travel Service has obtained a traffic portal on WeChat, and it also provides aggregation taxi service. Different ways of playing
will also bring different advantages and disadvantages. The advantage of
aggregation taxi lies in the light platform, which can be added by a huge number of "idle" vehicles and drivers when launched, quickly reaching market coverage and subverting the taxi stock market.
The disadvantage is that the bottleneck will appear after the development volume changes are completed, and it is just an online matching platform for taxis. The disadvantage of the self-operated platform of
is that it focuses on companies, requires a large number of customized vehicles and trains related drivers. It is slow in urban coverage and has a low price. It requires incubation of the mid-to-high-end market. It is also a difficult problem to quantify various customized needs that are not urgently needed. The advantage of
is that it can not only achieve a better travel experience through customization (vehicle and driving services), but also achieve various trial and error of smart cars and market expansion through customized cars, which is equivalent to self-producing and self-selling to ensure supply and promotion through consumer experience.
For old online ride-hailing platforms like Didi, the method to deal with the impact is also very simple: accelerate the entry into the 2.0 era of online ride-hailing, and quickly enter the mid-to-high-end market with self-operated customized cars. Didi has a similar layout, which may accelerate the speed of progress.
As for the moment, subverting Didi is still a joke.
Online car-hailing has basically reached its peak. New players are not going to cut through the stock market, but to find incremental markets in the mid-to-high-end fields and open up the way for the smart car era.
The change in the online ride-hailing market pattern is not the first goal of new players. Didi’s current aggregation advantage will not be shaken due to the affordable demand of a large number of consumers.
Author Zhang Shule, columnist of People's Daily and People's Posts and Telecommunications, expert of Zhongjing Media Think Tank, senior industry commentator
