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An industry insider who asked not to be named told reporters that at present, the mode of Internet access to the automotive service sector can be generally divided into four categories. The first category is to provide taxi services, such as drip taxis, fast taxis, etc. It is a special car service, such as easy-to-use car, AA car rental, etc.; the third type is the P2P car rental mode shared by private idle cars; the fourth type is the used car e-commerce transaction website. In addition, there are also automotive services for vertical areas, such as door-to-door car washing, tire change, illegal inquiries, etc., the entire market is showing a blowout situation.
"Two years spent 1.5 billion yuan, we can say that we are the most money-burning Internet startups." In the interview with reporters, Didi taxi CEO Cheng Wei pointed out that the industry's huge capital investment.
The relevant person in charge of the fast taxi told reporters that the subsidy for the passenger terminal at the peak stage is up to 4 yuan per day, 13 yuan per order, and the driver's side has a maximum subsidy of 20 yuan per day, 15 yuan per order. In other words, at the peak, users can spend almost a few dollars to meet their daily travel needs, which has led to a lot of pseudo-demand: in order not to “was†the number of subsidies, many people choose to take a taxi to work.
Although Didi and Quick did not win the price war, it indirectly raised the competition threshold of the whole industry. Some companies that did not get huge financing and could not afford the price war gradually withdrew from the market until 2014. The entire Internet taxi application market is left with only two of them.
However, after the drip taxi and the fast taxi officially ended the price war in August this year, both the order volume and the user volume showed different degrees of decline.
In this regard, a fast executive told reporters that subsidies are only a strategy for the development of the market in the early stage. The purpose is to let users familiar with the Internet taxi mode as soon as possible and reduce the cost of learning for users. “Subsidies are not a long-term solution, and ultimately they still have to fall. Products and services."
The above-mentioned fast executives also revealed that at present, the monthly revenue of fast taxis is close to 10 million. However, it emphasizes that profit is not the main purpose at this stage. How to better make products, further improve user experience, increase user stickiness, and meet the travel needs of more users is the key point.
In addition, the quick and drip also turned their attention to the commercial car rental market. After the fast taxi officially launched the No. 1 car service, Didi taxi followed closely and launched the “Drip Special Carâ€.
The reporter found that the special car service is different from the taxi. Most of the cars are high-end models. The driver is the owner of the car rented by the consumer. Some of them are the drivers of the leasing company. In order to avoid the risk of operation, the drivers are all affiliated with the third-party leasing company.
For the reason why the car business is launched, the above-mentioned person in charge said that the fast positioning is not a simple taxi software. The goal of fast taxiing is to make a mobile smart city travel platform, so whether it is the No. 1 car or a fast taxi, The fundamental purpose is to solve the travel problems of urban users.
For such a cross-border approach, senior Internet analyst Xu Wei said that to do some service extensions, but also through big data to match supply and demand data, a huge user base plus the ability to highly integrate online and offline resources, the future will be The O2O field has huge imagination.