However, carpooling companies that have not yet formed a verifiable income model will face huge expenditures for subsidies.
In April-May 2015, every day, cars, 51 cars, and carpools successively announced huge financing. At the same time, the giants in the field of travel, such as Didi, Yizhi, Shenzhou, etc., also clearly stated that they entered the field of carpooling. What will follow is a fierce battle.
"China's one-to-one car-selling market will have a long-term market education process. During this period, there will be a burning war. Everyone has already reserved 'ammunition', and every practitioner hopes to establish scale barriers as soon as possible. "According to my founder, CEO, Liu Hui, former vice president of China Car Rental."
“Subsidies will continue for a long time, because this subsidy is not only for the users, but also for the entire user network.†Liu Hui said that the role of subsidies is not only the growth of users, but also the improvement of product experience, such as , the increase in user order responsiveness in a certain area.
In the view of many interviewees, although the subsidy war is inevitable, the value of the subsidy war is not limited to the user's acquisition and market share.
"Subsidy warfare is inevitable. Although this is not a very healthy way, it is a necessary means to obtain the market." Li Huabing said that the competition in the carpooling industry will be a long-term competition, which is product, technology, operation, market, Team and other aspects of all-round competition.
"The rules of the carpooling industry are different from the rules of traditional taxi and car software. In the taxi and car software, the driver's mentality is very clear, that is, economically driven, but in carpooling, the economic drive is only one aspect. When passing strong subsidies After letting everyone experience the carpooling, it is possible to precipitate the habit of using it. When he needs it, he will go to the order and have no demand. The subsidy is such a function.†Shuguang Long believes that the subsidy can be quickly Educating the market and cultivating user habits, even if the average user frequency of users is reduced after the subsidy is cancelled, the huge user base will still bring about an increase in the total frequency of use.
The essays from the giants are also in April-May, and companies with a large amount of capital, technology, and brand accumulations such as Shenzhou, Yizhi, and Didi have announced that they will enter the market of carpooling and carpooling. This action can further shorten the carpooling industry. What changes will the market and education users bring to the carpool market? What will be the market structure of the carpooling industry?
Usually, one question that investors will ask about Internet start-ups is, “What do you do when Tencent comes in? In the carpooling industry, you will face the same problem.†Investors will pay attention to several issues, including the drop in. what would you do. “Recalling the contact process with investors, Shuguang Long said.
“In March last year, when we entered the carpooling field, we realized that there is not only a company like us in the market. We must face competition with giants like Didi, Fast. It is already expected in the early days of the venture. In this case, we have enough mental preparation to fight hard with the drop." Song Zhongjie said.
Compared with the accumulation of capital in terms of capital, such as Didi, Yizhi, Shenzhou, etc., the advantages of start-ups in the carpooling field are not obvious, but the founders of start-ups in this field are very confident.
"We have been doing it for a year, and the current market position is not very small. Many friends have said how to go beyond the drip, I said, 'I'm sorry, I don't want to go beyond the drip, it's the first step to surpass me. He must first prove that he has the ability to surpass me. 'I want to prove that I can continue to lead after the drip comes in.†Song Zhongjie said.
A number of respondents expressed similar views to reporters. They competed with the carpooling divisions of Didi, Shenzhou and Yizhi, and the start-ups in the carpooling field did not fail.
“Shenzhou is still a relatively traditional company. The carpooling business is a natural extension, but it will not be the main battlefield. The current front line of Didi is still relatively long, and there are still many problems to be solved in the special car. It is difficult to take into account the carpool market. An interviewee analyzed.
The bottom line of carpooling start-ups is more fundamentally different from the carpooling mode and the special mode of car, taxi and car rental mode.
The essence of the private car, taxi, and car rental mode is B2C, that is, one party provides services and the other party enjoys services. The operator has to manage B services well. However, the essence of the carpooling mode is the C2C-based shared economy mode, which needs to serve both ends, and the fight is to grasp the user experience of both the owner and the passenger.
Faced with the economic model of C2C, the above-mentioned enterprises are in the same starting line in the field of carpooling. In this market, who is fighting faster, who can make users enjoy carpooling services conveniently.
"This is a rapidly expanding market. The future may be a double giant or a 721, but in general it is a network with strong network attributes and strong aggregate properties. The future pattern must be like this, maybe within one year now. It will be a winner." Song Zhongjie said.
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