Lei Feng network (search "Lei Feng network" public number concerned) : By this article author Haisong, financial columnist, university teacher, entrepreneur.
When Drew’s founder, Cheng Wei, taxied in Hangzhou at the time, he couldn’t think of the bubble that could be blown down later. But he may also be difficult to predict that the final bubble in the o2o era will burst faster.
Drop mode has been verified to failAs a typical model of the o2o era, Didi initially wanted to establish a large-scale network information service and trading platform to find a lower price range than the existing taxi industry, attracting many DS users and thus eating taxis. The huge profits of the market.
This logic has been sought after by investors, but drops himself first to give up.
Calling the car difficult and hitting two expensive pain points, Dripping looks perfect to solve the first one. The problem of expensive taxis was solved in stages by means of subsidies for burning money.
This makes the majority of DS users excited, as if drip is about to completely change the charity of the rental industry.
But this abacus is wrong. Because Didi found that the cost structure could not be optimized simply by improving the vehicle's efficiency, only the price could be increased.
I don't know that as an information service platform, I charge more than 20% of the agency fees. Besides the government, what else dares to do this?
And where is the reason why it is not recognized as a monopoly?
Just a non-standard taxi companySo why can't the cost be optimized?
Travel costs include vehicle costs, fuel costs and driver salaries. In these three areas, there is no solution to the problem.
The vast majority of drip drivers are working full-time, and in the final analysis they are directed at subsidies. They are essentially poorer taxi drivers, but they must provide higher levels of incentives.
The cost structure of the taxi industry has been regulated for many years and it is already very clear. Taxi companies have done a good job in cost control, and it is difficult for DDT to optimize.
Not to mention that DDT is just an information platform, and the only variable that can be optimized is the driver’s income.
But for full-time drivers, this bargaining space is very small.
More frankly, this is not a sharing economy at all.
The real sharing economy is a ride. I would have to go on a trip. By the way, I'll pull you a little. It's okay to have more money. It's okay to be happy. This flexibility is where we share the value created by the economy.
Due to the existence of a large number of full-time drivers, Didi is essentially a non-standard taxi company. Charged high agency fees, but it does not provide effective management.
Therefore, the government must impose strict controls.
Contrary to China's urban traffic developmentEven worse, the first-tier city government clearly signaled that it is not planning to encourage more people to take a taxi or drive a car. This policy has been a consensus for a long time .
Beijing has long set the tone: Moderately develop taxis. The basic reason why taxis are difficult to get taxis is that the government has started to control the number of people. The reason why the price has not risen is precisely because of the strong government control.
Didi, in fact, creates opportunities for the collective price hikes in the rental industry.
Drops of water allow traditional taxi companies to realize that there is room for profit if services increase as prices rise.
SAIC Motor is the logic of this, with the drops toward two different directions.
It does not matter if prices increase, services must improve significantly.
I started using Shouche in recent months. I found that the driver's job satisfaction was high. The situation is better, the income is higher, and the level of natural service is also greatly improved (not advertising).
The correct path for a car about a car should be higher prices and better service. This is the status quo in the developed countries and an inevitable result of the development of the super-city traffic.
The government can no longer encourage the development of a taxi market that is cheaper than a taxi. That is contrary to the laws of urban development.
A capital carnival is overThis is essentially a gamble between investors and entrepreneurs and the government. They think that under the pressure of the Internet, the government will definitely reform the taxi market. There is a huge room for imagination. However, they did not expect that users who use subsidy have no loyalty, but did not expect that the rental industry is traditional but extremely mature, not you. Want to subvert can be subverted.
A group of investors and joint entrepreneurs want to squeeze competitors through a vicious subsidy within two or three years through large-scale capital interventions, and then provide limited services but receive high agency fees. This is extremely speculative and lacks business ethics.
Fortunately, the government has never treated them as rivals.
Under the pressure of huge valuations, it has been very difficult for drops to turn around.
Lei Fengwang Note: The article only represents the independent viewpoint of the author and does not represent Lei Fengwang's position. This article has been authorized by the original author, if you need to reprint, please contact the public number Haisong ta, and indicate the author and source, can not delete the content.
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