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大熊先走

大熊先走

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IP属地：北京

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2020-05-11

$跟谁学(GSX)$今天有点弱，为什么不能发贴呢

2021-07-20

所谓的护城河就是个假命题，至少在中国是这样，哪个市场化的公司有护城河？滴滴的问题是运营效率不够，按说抽成也不少了，还是不赚钱，竞争对手敢进来说明人家就感觉干得过滴滴

大失所望？滴滴做的是一门苦生意，没有什么护城河可言

2020-06-24

$华住(HTHT)$疫情对整个酒店业的影响应该挺大的呀，股价为啥这么坚挺，搞不懂！

2017-03-22

空军又上班了

$宜人贷(YRD)$空军，差不多了吧！

空军又上班了

2020-07-08

$跟谁学(GSX)$看这盘面，拉到80都很轻松的事，厉害了！

2020-07-08

$跟谁学(GSX)$美股疯起来比A股还猛，看空了这么还久还能这么涨，不能不服！

2020-05-08

$跟谁学(GSX)$这个点位，让多空都抓狂

2020-05-08

$跟谁学(GSX)$交易不算火爆，人多聊聊天也挺好

2020-09-14

肯定不会便宜，所以不香，鉴定完毕！！！

抱歉，原内容已删除

2020-07-10

$跟谁学(GSX)$庄家还没上班

2020-07-09

$跟谁学(GSX)$城里套路深，我要回农村！

2020-07-09

$跟谁学(GSX)$杀完空头，接着杀多头！

2020-05-11

前半周空头上班，后半周多头上班😊

2020-05-08

$跟谁学(GSX)$好像就群内讨论火爆，交易量也不算大。

2020-04-30

$跟谁学(GSX)$今天啥情况，有啥消息？

2018-01-16

多头别灰心

$迅雷(XNET)$ 多头别灰心，现在是牛市！

多头别灰心

2018-01-13

空军，呼叫空军

$迅雷(XNET)$ 队长不该晒迅雷的多单的！

空军，呼叫空军

去老虎APP查看更多动态

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mlText":"所谓的护城河就是个假命题，至少在中国是这样，哪个市场化的公司有护城河？滴滴的问题是运营效率不够，按说抽成也不少了，还是不赚钱，竞争对手敢进来说明人家就感觉干得过滴滴","listText":"所谓的护城河就是个假命题，至少在中国是这样，哪个市场化的公司有护城河？滴滴的问题是运营效率不够，按说抽成也不少了，还是不赚钱，竞争对手敢进来说明人家就感觉干得过滴滴","text":"所谓的护城河就是个假命题，至少在中国是这样，哪个市场化的公司有护城河？滴滴的问题是运营效率不够，按说抽成也不少了，还是不赚钱，竞争对手敢进来说明人家就感觉干得过滴滴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/178196809","repostId":"2152661123","repostType":2,"repost":{"id":"2152661123","pubTimestamp":1626761905,"share":"https://www.laohu8.com/m/news/2152661123?lang=&edition=full","pubTime":"2021-07-20 14:18","market":"sh","language":"zh","title":"大失所望？滴滴做的是一门苦生意，没有什么护城河可言","url":"https://stock-news.laohu8.com/highlight/detail?id=2152661123","media":"腾讯新闻","summary":"滴滴做的是一门苦生意，没有什么护城河可言 来源：腾讯新闻做企业的和做投资的都明白一个道理，企业要打造自己的护城河，投资要投资有护城河的公司。为什么说滴滴做的是一门苦生意？美团是国内第三大市值互联网公司，其所处的赛道是生活服务领域，这是一个万亿级的市场。当前这个环境之下，滴滴要想更好地运营，必须要维护好司机。总之一句话，滴滴的网约车，并不是一门好生意。","content":"<html><body><p>原标题：大失所望？<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>做的是一门苦生意，没有什么护城河可言 来源：<a href=\"https://laohu8.com/S/00700\">腾讯</a>新闻</p><p>做企业的和做投资的都明白一个道理，企业要打造自己的护城河，投资要投资有护城河的公司。</p><p>商业上的护城河怎么理解呢？美国投资大师巴菲特对此曾有一段经典的阐述，无形资产、商业模式的网络效应、用户转换成本和产品成本。这些都可以看作是企业的护城河。</p><p>用白话来说，就是人无我有，人有我精。护城河既可以用来进攻，也可以用之防守，只要企业的护城河足够的深，那么企业就能保持长期的竞争力。</p><p>在市场经济的体系里，哪一个行业有超额利润，不用多久就会引起别人的注意，并引来越来越多的竞争者。</p><p>如阿里系电商此前是国内最大，利润最丰厚的电商平台。但<a href=\"https://laohu8.com/S/JD\">京东</a>与<a href=\"https://laohu8.com/S/PDD\">拼多多</a>的崛起，这其实告诉了世人，阿里在电商领域里的护城河，并非牢不可破。</p><p>同样的，滴滴出行是国内网约车霸主，但滴滴在这个领域也并非拥有绝对的话语权。因为当下美团、高德等第三方聚合平台打车快速兴起，已对滴滴打车形成一定的压力。</p><div><img src=\"http://k.sinaimg.cn/n/spider20210720/40/w480h360/20210720/9f58-ksmehzt6608429.jpg/w720fin.jpg\"/></div><p>如何理解深刻理解滴滴这家公司？</p><p>说白了，大部分互联网公司，本质上都是一家广告公司。如阿里系电商，阿里自身不卖货，不发快递，只是为商家与用户搭建一个交易平台，而阿里则坐大收租就行了。</p><p>美团这家公司又如何呢？美团这家公司的核心是全国超600万骑手，美团利用骑手成功地地将商家的产品卖给用户，从而美团对商家抽佣。</p><p>滴滴这家公司当前的核心资产就是全国超1200万的司机，滴滴自己不出车，让司机通过滴滴这个平台拉乘客，滴滴也在从中抽成。</p><p>于大部分互联网公司来说，说得好听一点就是一家搭建了中心化平台的广告公司，说不好听点，大部分互联网公司都是“空手套白狼”！</p><p>任何一家公司能崛起，必然是时代推动的。过往大家讨厌出租车司机，打车不方便不说，吸烟、态度差、绕路宰客、拒载、随意拼客等行为都让大家嗤之以鼻。</p><p>一个行业只有问题多，对手才会有机会进入。当移动互联网风靡全中国的时候，滴滴在资本的驱动下，通过补贴消费者、司机两端，成功地抢占了全国市场，在一定程度上改变了打车这个行业。</p><p>滴滴成立近十年了，在大部分网友眼中看来，滴滴是一家很赚钱的公司，毕竟滴滴的抽成之高，这在全网都曾引发过热议。</p><p>但从滴滴招股书来看，2020年滴滴的三大业务——中国出行业务、国际业务和其他业务——收入分别为1336亿元、23亿元和58亿元人民币。滴滴营收不算低，但就是不赚钱。</p><p>之前创始人程维就说了，滴滴成立这么多年，其实压根都没赚什么钱，因为之前给出的补贴太多。对于程维这个话，春公子有点信了，为何呢？往下看！</p><div><img src=\"http://k.sinaimg.cn/n/spider20210720/0/w480h320/20210720/908a-ksmehzt6608437.jpg/w720fin.jpg\"/></div><p>为什么说滴滴做的是一门苦生意？</p><p>看着很热闹，就是不赚钱。互联网打车是双边网络负效应，司机和乘客两个网络。既难以规模经济，也没有网络效应。每个城市都要单独重新布局，和竞争对手赤身肉搏，进行艰苦的巷战。</p><p>美团是国内第三大市值互联网公司，其所处的赛道是生活服务领域，这是一个万亿级的市场。这么一说，大家是不是感觉美团是一家很赚钱的公司？</p><p>事实并非如此，美团的核心业务是美团外卖，美团如此大的体量，一年的利润还没有超过100亿，美团还是在抽商家，罚骑手，杀熟消费者的情况之下所赚取的利润。</p><p>再来看滴滴这家公司，目前抽成依然是滴滴最大的收入来源，滴滴目前的日订单量是5000万单，就算按照每单提成4元计算，滴滴每天的营收也有2亿元。</p><p>网约车驾驶员一直被滴滴压榨，普通快车订单抽成25%，特惠订单抽成达30%-35%。很多新手师傅花不少钱购置车辆跑网约车，但由于是新手，各项分值较低，快车单较少，特惠单抽成也高，导致他们很难坚持下来。但迫于车贷以及生活的压力，不得不硬着头皮跑，越跑越穷，恶性循环。</p><p>当前这个环境之下，滴滴要想更好地运营，必须要维护好司机。但大部分滴滴司机都对滴滴不满，如果滴滴平衡不了和司机的关系，这将是滴滴未来一大隐患！</p><div><img src=\"http://k.sinaimg.cn/n/spider20210720/777/w480h297/20210720/9659-ksmehzt6608442.png/w720fin.jpg\"/></div><p>为什么说滴滴没有核心竞争力？</p><p>春公子之前就说过，滴滴是一家被资本催熟的公司。滴滴之所以能成为国内网约车霸主，并不是说滴滴这家公司的战力有多强，本质上是资本驱动罢了。</p><p>之所以说滴滴这家公司没有核心竞争力，春公子认为有以下几个点可以参考：</p><p>首先，滴滴当年通过补贴的手段培育了市场，但消费者都很现实，打车人哪里便宜去哪里，司机哪里赚得多去哪里，线上撮合平台提供的价值没有多高的不可替代性。</p><p>其次，互联网公司的套路一般都是先补贴，然后再垄断。只有垄断了才能获取超额收益，滴滴垄断了吗？看看市场上还有这么多打车玩家就知道了。</p><p>价格一旦抬到平均利率率以上，就有人出来烧点钱抢你生意。或者说一旦犯错，就有对手会扑上来。</p><p>最后就是说，滴滴主业并不赚钱，却有盲目地开启多元化路线，如滴滴最近玩上的同城货运、同城跑腿以及社区团购。殊不知成熟的互联网公司“流量池”和“现金牛”一定要分开。</p><div><img src=\"http://k.sinaimg.cn/n/spider20210720/751/w480h271/20210720/bc25-ksmehzt6608447.jpg/w720fin.jpg\"/></div><p>结论：滴滴当前业务很多，但网约车服务是滴滴的核心业务。除网约车外，滴滴其他业务几乎都是亏损的，曾经最赚钱的业务——顺风车无限期下线前，更是使其雪上加霜。</p><p>尽管滴滴有很多优势，但是同时也面临着诸多困境，来源于客观方面和主观方面。总之一句话，滴滴的网约车，并不是一门好生意。不知道诸位怎么看？</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大失所望？滴滴做的是一门苦生意，没有什么护城河可言\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 14:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-07-20/doc-ikqciyzk6545969.shtml><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：大失所望？滴滴做的是一门苦生意，没有什么护城河可言 来源：腾讯新闻做企业的和做投资的都明白一个道理，企业要打造自己的护城河，投资要投资有护城河的公司。商业上的护城河怎么理解呢？美国投资大师巴菲特对此曾有一段经典的阐述，无形资产、商业模式的网络效应、用户转换成本和产品成本。这些都可以看作是企业的护城河。用白话来说，就是人无我有，人有我精。护城河既可以用来进攻，也可以用之防守，只要企业的护城河...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-07-20/doc-ikqciyzk6545969.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5e5ef6ded46cdce892f4c5752e90759","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-07-20/doc-ikqciyzk6545969.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152661123","content_text":"原标题：大失所望？滴滴做的是一门苦生意，没有什么护城河可言 来源：腾讯新闻做企业的和做投资的都明白一个道理，企业要打造自己的护城河，投资要投资有护城河的公司。商业上的护城河怎么理解呢？美国投资大师巴菲特对此曾有一段经典的阐述，无形资产、商业模式的网络效应、用户转换成本和产品成本。这些都可以看作是企业的护城河。用白话来说，就是人无我有，人有我精。护城河既可以用来进攻，也可以用之防守，只要企业的护城河足够的深，那么企业就能保持长期的竞争力。在市场经济的体系里，哪一个行业有超额利润，不用多久就会引起别人的注意，并引来越来越多的竞争者。如阿里系电商此前是国内最大，利润最丰厚的电商平台。但京东与拼多多的崛起，这其实告诉了世人，阿里在电商领域里的护城河，并非牢不可破。同样的，滴滴出行是国内网约车霸主，但滴滴在这个领域也并非拥有绝对的话语权。因为当下美团、高德等第三方聚合平台打车快速兴起，已对滴滴打车形成一定的压力。如何理解深刻理解滴滴这家公司？说白了，大部分互联网公司，本质上都是一家广告公司。如阿里系电商，阿里自身不卖货，不发快递，只是为商家与用户搭建一个交易平台，而阿里则坐大收租就行了。美团这家公司又如何呢？美团这家公司的核心是全国超600万骑手，美团利用骑手成功地地将商家的产品卖给用户，从而美团对商家抽佣。滴滴这家公司当前的核心资产就是全国超1200万的司机，滴滴自己不出车，让司机通过滴滴这个平台拉乘客，滴滴也在从中抽成。于大部分互联网公司来说，说得好听一点就是一家搭建了中心化平台的广告公司，说不好听点，大部分互联网公司都是“空手套白狼”！任何一家公司能崛起，必然是时代推动的。过往大家讨厌出租车司机，打车不方便不说，吸烟、态度差、绕路宰客、拒载、随意拼客等行为都让大家嗤之以鼻。一个行业只有问题多，对手才会有机会进入。当移动互联网风靡全中国的时候，滴滴在资本的驱动下，通过补贴消费者、司机两端，成功地抢占了全国市场，在一定程度上改变了打车这个行业。滴滴成立近十年了，在大部分网友眼中看来，滴滴是一家很赚钱的公司，毕竟滴滴的抽成之高，这在全网都曾引发过热议。但从滴滴招股书来看，2020年滴滴的三大业务——中国出行业务、国际业务和其他业务——收入分别为1336亿元、23亿元和58亿元人民币。滴滴营收不算低，但就是不赚钱。之前创始人程维就说了，滴滴成立这么多年，其实压根都没赚什么钱，因为之前给出的补贴太多。对于程维这个话，春公子有点信了，为何呢？往下看！为什么说滴滴做的是一门苦生意？看着很热闹，就是不赚钱。互联网打车是双边网络负效应，司机和乘客两个网络。既难以规模经济，也没有网络效应。每个城市都要单独重新布局，和竞争对手赤身肉搏，进行艰苦的巷战。美团是国内第三大市值互联网公司，其所处的赛道是生活服务领域，这是一个万亿级的市场。这么一说，大家是不是感觉美团是一家很赚钱的公司？事实并非如此，美团的核心业务是美团外卖，美团如此大的体量，一年的利润还没有超过100亿，美团还是在抽商家，罚骑手，杀熟消费者的情况之下所赚取的利润。再来看滴滴这家公司，目前抽成依然是滴滴最大的收入来源，滴滴目前的日订单量是5000万单，就算按照每单提成4元计算，滴滴每天的营收也有2亿元。网约车驾驶员一直被滴滴压榨，普通快车订单抽成25%，特惠订单抽成达30%-35%。很多新手师傅花不少钱购置车辆跑网约车，但由于是新手，各项分值较低，快车单较少，特惠单抽成也高，导致他们很难坚持下来。但迫于车贷以及生活的压力，不得不硬着头皮跑，越跑越穷，恶性循环。当前这个环境之下，滴滴要想更好地运营，必须要维护好司机。但大部分滴滴司机都对滴滴不满，如果滴滴平衡不了和司机的关系，这将是滴滴未来一大隐患！为什么说滴滴没有核心竞争力？春公子之前就说过，滴滴是一家被资本催熟的公司。滴滴之所以能成为国内网约车霸主，并不是说滴滴这家公司的战力有多强，本质上是资本驱动罢了。之所以说滴滴这家公司没有核心竞争力，春公子认为有以下几个点可以参考：首先，滴滴当年通过补贴的手段培育了市场，但消费者都很现实，打车人哪里便宜去哪里，司机哪里赚得多去哪里，线上撮合平台提供的价值没有多高的不可替代性。其次，互联网公司的套路一般都是先补贴，然后再垄断。只有垄断了才能获取超额收益，滴滴垄断了吗？看看市场上还有这么多打车玩家就知道了。价格一旦抬到平均利率率以上，就有人出来烧点钱抢你生意。或者说一旦犯错，就有对手会扑上来。最后就是说，滴滴主业并不赚钱，却有盲目地开启多元化路线，如滴滴最近玩上的同城货运、同城跑腿以及社区团购。殊不知成熟的互联网公司“流量池”和“现金牛”一定要分开。结论：滴滴当前业务很多，但网约车服务是滴滴的核心业务。除网约车外，滴滴其他业务几乎都是亏损的，曾经最赚钱的业务——顺风车无限期下线前，更是使其雪上加霜。尽管滴滴有很多优势，但是同时也面临着诸多困境，来源于客观方面和主观方面。总之一句话，滴滴的网约车，并不是一门好生意。不知道诸位怎么看？","news_type":1},"isVote":1,"tweetType":1,"viewCount":4458,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557008405269629","authorId":"3557008405269629","name":"友谅投行","avatar":"https://static.tigerbbs.com/ee45f8e6b08c07c4b25e4dcfd8131709","crmLevel":3,"crmLevelSwitch":0,"idStr":"3557008405269629","authorIdStr":"3557008405269629"},"content":"假命题？人笨多读书。中国烟草不就是特许经营吗？他吗还不是护城河","text":"假命题？人笨多读书。中国烟草不就是特许经营吗？他吗还不是护城河","html":"假命题？人笨多读书。中国烟草不就是特许经营吗？他吗还不是护城河"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":972941579,"gmtCreate":1600089970091,"gmtModify":1703820261809,"author":{"id":"3440125854488097","authorId":"3440125854488097","name":"大熊先走","avatar":"https://static.tigerbbs.com/be32af8d12f83641989ca7c63b8da3a7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440125854488097","authorIdStr":"3440125854488097"},"themes":[],"htmlText":"肯定不会便宜，所以不香，鉴定完毕！！！","listText":"肯定不会便宜，所以不香，鉴定完毕！！！","text":"肯定不会便宜，所以不香，鉴定完毕！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/972941579","repostId":"2067841627","repostType":2,"repost":{"id":"2067841627","pubTimestamp":1600088418,"share":"https://www.laohu8.com/m/news/2067841627?lang=&edition=full","pubTime":"2020-09-14 21:00","market":"us","language":"zh","title":"充电30分钟续航400km，国产宝马iX3让我忘了特斯拉！","url":"https://stock-news.laohu8.com/highlight/detail?id=2067841627","media":"太平洋汽车网","summary":"不是经常关注我们的看官们，可能并不知道奥迪e-tron和奔驰EQC这两款车已经在中国上市了，甚至可能都没听过这两款车，但一定听过特斯拉，因为路上能见度太高了。跟特斯拉一比，德系品牌的纯电动进程可谓路漫","content":"<html><body><article><p>不是经常关注我们的看官们，可能并不知道奥迪e-tron和奔驰EQC这两款车已经在中国上市了，甚至可能都没听过这两款车，但一定听过<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，因为路上能见度太高了。跟特斯拉一比，德系品牌的纯电动进程可谓路漫漫修远兮。</p><p>如今宝马也加入纯电动阵营了，首款车就是iX3。最重要的是虽然官图上找不到任何“华晨宝马”的字样，宝马已经把这款SUV的生产放到了华晨宝马铁西新工厂，并且供应全球市场。最后抵达纯电动战场的宝马能一雪德系车的前耻，让消费者忘记特斯拉吗？</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989892/0\"/><p><strong>要点速读</strong></p><p>iX3综合续航里程500km，充电30分钟可以增加400km续航。</p><p>iX3所搭载的高压电池系统将由华晨宝马动力电池中心二期生产，采用技术含量更高的811型镍钴锰三元锂离子电芯。电池包总容量约80kW·h，净容量74kW·h，电池包系统能量密度高达154瓦时/公斤</p><p>宝马iX3搭载第五代BMW eDrive电力驱动技术。未来，该技术还将应用于宝马i4量产版及宝马iNEXT量产版车型。</p><p>宝马iX3已被列入工信部《新能源汽车推广应用推荐车型目录》。今年下半年新车将在中国率先上市，并以中国沈阳为唯一生产基地出口海外。</p><p><strong>外观：设计师似乎有点偷懒</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989893/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989894/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989895/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989896/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989898/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989899/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989900/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989901/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989902/0\"/><p>新一代的空气动力学轮毂以轻量化的铝合金轮毂为基础，在V型轮辐间嵌入铝合金质感的嵌件，不仅可以承载动态驾驶中的各种力学冲击，更达到减少气动紊流，从而减少空气阻力的效果。相比之前的BMW空气动力学轮毂，新轮毂减重达15%，降低了簧下质量，优化车辆操控性能的同时提升了整车能效。</p><p>此外，这套轮圈支持定制化服务，有多种轮圈颜色搭配和哑光/抛光的轮圈表面供买家选择。此外还支持定制各种样式的内部嵌件，能够很好地满足用户的个性化需求。未来，该轮圈还将应用到宝马i4和iNext车型上。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989903/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989904/0\"/><p>而中国沈阳的华晨宝马工厂将负责向全球市场供货（但不包括北美地区），而目前已经预生产了200辆iX3，而首批客户可以在年底前交付。</p><p><strong>内饰：必须来点新能源车必备的蓝色元素</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989905/0\"/><p>而在车内配色上，宝马iX3提供多种样式选择，其中包括5种内饰配色、标准/运动座椅以及6种金色饰板配色（炭黑、灰色、矿物白、物理蓝、皮埃蒙特红以及羊绒银）。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989906/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989907/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989909/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989910/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989911/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989912/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989913/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989914/0\"/><p>而在配置方面，宝马iX3基本与X3一致，配备了全液晶仪表、iDrive系统、无线Carplay、360度全景影像、驾驶辅助系统、无线充电、OTA升级等。</p><p><strong>动力：我可是黑科技满满！</strong></p><p>动力方面，宝马iX3是首款搭载宝马第五代电驱系统（eDrive）的车型，初期仅提供后轮驱动版本，其配备的电机最大功率为210kW（286PS），峰值扭矩400N·m。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989916/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989917/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989918/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989919/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989920/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989921/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989922/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989923/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989924/0\"/><p>宝马iX3所搭载的高压电池系统将由华晨宝马动力电池中心二期生产，采用811型镍钴锰三元锂离子电芯。相比现有宝马电动车型，电芯的能量密度提高了20%，电池包总容量约80kWh，净容量74kWh，电池包系统能量密度高达154wh/kg，可为车辆提供<strong>500km</strong>的零排放纯电行驶里程。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989925/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/12466989926/0\"/><p>在中国电网允许的范围内，采用高速直流充电，车辆最高充电功率可达100kW，仅需45分钟即可将电池电量从0充至80%；而使用交流充电同样也十分高效，最高充电功率为11kW，需7.5小时即可将电量从0充至100%。</p><p><strong>总结</strong></p><p>相比奥迪e-tron迟迟没实现国产，和奔驰EQC国产后依然高冷，宝马非常有诚意在iX3还没诞生之前就宣布会在中国投产。可以说，奥迪e-tron和奔驰EQC虽然来得早，但并未打开<a href=\"https://laohu8.com/S/DLX\">豪华</a>纯电SUV市场。国产的宝马iX3将会在2020下半年率先在中国上市，相信后来者宝马会聪明地绕过奥迪和奔驰走过的弯路。</p><p>但这样还是远远不够的，因为宝马iX3真正的敌人并不是老对手奥迪奔驰，而是目前股价一飞冲天成为美股市值最高汽车企业的特斯拉。而以宝马iX3的实力，大家认为能威胁到特斯拉吗？（图/文/摄：<a href=\"https://laohu8.com/S/601099\">太平洋</a>汽车网 熊睿锋 / 杨高宇 / 谢鹏）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>充电30分钟续航400km，国产宝马iX3让我忘了特斯拉！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n充电30分钟续航400km，国产宝马iX3让我忘了特斯拉！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-14 21:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20200914210503796866ab&s=b><strong>太平洋汽车网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>不是经常关注我们的看官们，可能并不知道奥迪e-tron和奔驰EQC这两款车已经在中国上市了，甚至可能都没听过这两款车，但一定听过特斯拉，因为路上能见度太高了。跟特斯拉一比，德系品牌的纯电动进程可谓路漫漫修远兮。如今宝马也加入纯电动阵营了，首款车就是iX3。最重要的是虽然官图上找不到任何“华晨宝马”的字样，宝马已经把这款SUV的生产放到了华晨宝马铁西新工厂，并且供应全球市场。最后抵达纯电动战场的宝马...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20200914210503796866ab&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1626eb8fbfda09384173ea058b0eb875","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20200914210503796866ab&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2067841627","content_text":"不是经常关注我们的看官们，可能并不知道奥迪e-tron和奔驰EQC这两款车已经在中国上市了，甚至可能都没听过这两款车，但一定听过特斯拉，因为路上能见度太高了。跟特斯拉一比，德系品牌的纯电动进程可谓路漫漫修远兮。如今宝马也加入纯电动阵营了，首款车就是iX3。最重要的是虽然官图上找不到任何“华晨宝马”的字样，宝马已经把这款SUV的生产放到了华晨宝马铁西新工厂，并且供应全球市场。最后抵达纯电动战场的宝马能一雪德系车的前耻，让消费者忘记特斯拉吗？要点速读iX3综合续航里程500km，充电30分钟可以增加400km续航。iX3所搭载的高压电池系统将由华晨宝马动力电池中心二期生产，采用技术含量更高的811型镍钴锰三元锂离子电芯。电池包总容量约80kW·h，净容量74kW·h，电池包系统能量密度高达154瓦时/公斤宝马iX3搭载第五代BMW eDrive电力驱动技术。未来，该技术还将应用于宝马i4量产版及宝马iNEXT量产版车型。宝马iX3已被列入工信部《新能源汽车推广应用推荐车型目录》。今年下半年新车将在中国率先上市，并以中国沈阳为唯一生产基地出口海外。外观：设计师似乎有点偷懒新一代的空气动力学轮毂以轻量化的铝合金轮毂为基础，在V型轮辐间嵌入铝合金质感的嵌件，不仅可以承载动态驾驶中的各种力学冲击，更达到减少气动紊流，从而减少空气阻力的效果。相比之前的BMW空气动力学轮毂，新轮毂减重达15%，降低了簧下质量，优化车辆操控性能的同时提升了整车能效。此外，这套轮圈支持定制化服务，有多种轮圈颜色搭配和哑光/抛光的轮圈表面供买家选择。此外还支持定制各种样式的内部嵌件，能够很好地满足用户的个性化需求。未来，该轮圈还将应用到宝马i4和iNext车型上。而中国沈阳的华晨宝马工厂将负责向全球市场供货（但不包括北美地区），而目前已经预生产了200辆iX3，而首批客户可以在年底前交付。内饰：必须来点新能源车必备的蓝色元素而在车内配色上，宝马iX3提供多种样式选择，其中包括5种内饰配色、标准/运动座椅以及6种金色饰板配色（炭黑、灰色、矿物白、物理蓝、皮埃蒙特红以及羊绒银）。而在配置方面，宝马iX3基本与X3一致，配备了全液晶仪表、iDrive系统、无线Carplay、360度全景影像、驾驶辅助系统、无线充电、OTA升级等。动力：我可是黑科技满满！动力方面，宝马iX3是首款搭载宝马第五代电驱系统（eDrive）的车型，初期仅提供后轮驱动版本，其配备的电机最大功率为210kW（286PS），峰值扭矩400N·m。宝马iX3所搭载的高压电池系统将由华晨宝马动力电池中心二期生产，采用811型镍钴锰三元锂离子电芯。相比现有宝马电动车型，电芯的能量密度提高了20%，电池包总容量约80kWh，净容量74kWh，电池包系统能量密度高达154wh/kg，可为车辆提供500km的零排放纯电行驶里程。在中国电网允许的范围内，采用高速直流充电，车辆最高充电功率可达100kW，仅需45分钟即可将电池电量从0充至80%；而使用交流充电同样也十分高效，最高充电功率为11kW，需7.5小时即可将电量从0充至100%。总结相比奥迪e-tron迟迟没实现国产，和奔驰EQC国产后依然高冷，宝马非常有诚意在iX3还没诞生之前就宣布会在中国投产。可以说，奥迪e-tron和奔驰EQC虽然来得早，但并未打开豪华纯电SUV市场。国产的宝马iX3将会在2020下半年率先在中国上市，相信后来者宝马会聪明地绕过奥迪和奔驰走过的弯路。但这样还是远远不够的，因为宝马iX3真正的敌人并不是老对手奥迪奔驰，而是目前股价一飞冲天成为美股市值最高汽车企业的特斯拉。而以宝马iX3的实力，大家认为能威胁到特斯拉吗？（图/文/摄：太平洋汽车网 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14:18","market":"sh","language":"zh","title":"大失所望？滴滴做的是一门苦生意，没有什么护城河可言","url":"https://stock-news.laohu8.com/highlight/detail?id=2152661123","media":"腾讯新闻","summary":"滴滴做的是一门苦生意，没有什么护城河可言 来源：腾讯新闻做企业的和做投资的都明白一个道理，企业要打造自己的护城河，投资要投资有护城河的公司。为什么说滴滴做的是一门苦生意？美团是国内第三大市值互联网公司，其所处的赛道是生活服务领域，这是一个万亿级的市场。当前这个环境之下，滴滴要想更好地运营，必须要维护好司机。总之一句话，滴滴的网约车，并不是一门好生意。","content":"<html><body><p>原标题：大失所望？<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>做的是一门苦生意，没有什么护城河可言 来源：<a href=\"https://laohu8.com/S/00700\">腾讯</a>新闻</p><p>做企业的和做投资的都明白一个道理，企业要打造自己的护城河，投资要投资有护城河的公司。</p><p>商业上的护城河怎么理解呢？美国投资大师巴菲特对此曾有一段经典的阐述，无形资产、商业模式的网络效应、用户转换成本和产品成本。这些都可以看作是企业的护城河。</p><p>用白话来说，就是人无我有，人有我精。护城河既可以用来进攻，也可以用之防守，只要企业的护城河足够的深，那么企业就能保持长期的竞争力。</p><p>在市场经济的体系里，哪一个行业有超额利润，不用多久就会引起别人的注意，并引来越来越多的竞争者。</p><p>如阿里系电商此前是国内最大，利润最丰厚的电商平台。但<a href=\"https://laohu8.com/S/JD\">京东</a>与<a href=\"https://laohu8.com/S/PDD\">拼多多</a>的崛起，这其实告诉了世人，阿里在电商领域里的护城河，并非牢不可破。</p><p>同样的，滴滴出行是国内网约车霸主，但滴滴在这个领域也并非拥有绝对的话语权。因为当下美团、高德等第三方聚合平台打车快速兴起，已对滴滴打车形成一定的压力。</p><div><img src=\"http://k.sinaimg.cn/n/spider20210720/40/w480h360/20210720/9f58-ksmehzt6608429.jpg/w720fin.jpg\"/></div><p>如何理解深刻理解滴滴这家公司？</p><p>说白了，大部分互联网公司，本质上都是一家广告公司。如阿里系电商，阿里自身不卖货，不发快递，只是为商家与用户搭建一个交易平台，而阿里则坐大收租就行了。</p><p>美团这家公司又如何呢？美团这家公司的核心是全国超600万骑手，美团利用骑手成功地地将商家的产品卖给用户，从而美团对商家抽佣。</p><p>滴滴这家公司当前的核心资产就是全国超1200万的司机，滴滴自己不出车，让司机通过滴滴这个平台拉乘客，滴滴也在从中抽成。</p><p>于大部分互联网公司来说，说得好听一点就是一家搭建了中心化平台的广告公司，说不好听点，大部分互联网公司都是“空手套白狼”！</p><p>任何一家公司能崛起，必然是时代推动的。过往大家讨厌出租车司机，打车不方便不说，吸烟、态度差、绕路宰客、拒载、随意拼客等行为都让大家嗤之以鼻。</p><p>一个行业只有问题多，对手才会有机会进入。当移动互联网风靡全中国的时候，滴滴在资本的驱动下，通过补贴消费者、司机两端，成功地抢占了全国市场，在一定程度上改变了打车这个行业。</p><p>滴滴成立近十年了，在大部分网友眼中看来，滴滴是一家很赚钱的公司，毕竟滴滴的抽成之高，这在全网都曾引发过热议。</p><p>但从滴滴招股书来看，2020年滴滴的三大业务——中国出行业务、国际业务和其他业务——收入分别为1336亿元、23亿元和58亿元人民币。滴滴营收不算低，但就是不赚钱。</p><p>之前创始人程维就说了，滴滴成立这么多年，其实压根都没赚什么钱，因为之前给出的补贴太多。对于程维这个话，春公子有点信了，为何呢？往下看！</p><div><img src=\"http://k.sinaimg.cn/n/spider20210720/0/w480h320/20210720/908a-ksmehzt6608437.jpg/w720fin.jpg\"/></div><p>为什么说滴滴做的是一门苦生意？</p><p>看着很热闹，就是不赚钱。互联网打车是双边网络负效应，司机和乘客两个网络。既难以规模经济，也没有网络效应。每个城市都要单独重新布局，和竞争对手赤身肉搏，进行艰苦的巷战。</p><p>美团是国内第三大市值互联网公司，其所处的赛道是生活服务领域，这是一个万亿级的市场。这么一说，大家是不是感觉美团是一家很赚钱的公司？</p><p>事实并非如此，美团的核心业务是美团外卖，美团如此大的体量，一年的利润还没有超过100亿，美团还是在抽商家，罚骑手，杀熟消费者的情况之下所赚取的利润。</p><p>再来看滴滴这家公司，目前抽成依然是滴滴最大的收入来源，滴滴目前的日订单量是5000万单，就算按照每单提成4元计算，滴滴每天的营收也有2亿元。</p><p>网约车驾驶员一直被滴滴压榨，普通快车订单抽成25%，特惠订单抽成达30%-35%。很多新手师傅花不少钱购置车辆跑网约车，但由于是新手，各项分值较低，快车单较少，特惠单抽成也高，导致他们很难坚持下来。但迫于车贷以及生活的压力，不得不硬着头皮跑，越跑越穷，恶性循环。</p><p>当前这个环境之下，滴滴要想更好地运营，必须要维护好司机。但大部分滴滴司机都对滴滴不满，如果滴滴平衡不了和司机的关系，这将是滴滴未来一大隐患！</p><div><img src=\"http://k.sinaimg.cn/n/spider20210720/777/w480h297/20210720/9659-ksmehzt6608442.png/w720fin.jpg\"/></div><p>为什么说滴滴没有核心竞争力？</p><p>春公子之前就说过，滴滴是一家被资本催熟的公司。滴滴之所以能成为国内网约车霸主，并不是说滴滴这家公司的战力有多强，本质上是资本驱动罢了。</p><p>之所以说滴滴这家公司没有核心竞争力，春公子认为有以下几个点可以参考：</p><p>首先，滴滴当年通过补贴的手段培育了市场，但消费者都很现实，打车人哪里便宜去哪里，司机哪里赚得多去哪里，线上撮合平台提供的价值没有多高的不可替代性。</p><p>其次，互联网公司的套路一般都是先补贴，然后再垄断。只有垄断了才能获取超额收益，滴滴垄断了吗？看看市场上还有这么多打车玩家就知道了。</p><p>价格一旦抬到平均利率率以上，就有人出来烧点钱抢你生意。或者说一旦犯错，就有对手会扑上来。</p><p>最后就是说，滴滴主业并不赚钱，却有盲目地开启多元化路线，如滴滴最近玩上的同城货运、同城跑腿以及社区团购。殊不知成熟的互联网公司“流量池”和“现金牛”一定要分开。</p><div><img src=\"http://k.sinaimg.cn/n/spider20210720/751/w480h271/20210720/bc25-ksmehzt6608447.jpg/w720fin.jpg\"/></div><p>结论：滴滴当前业务很多，但网约车服务是滴滴的核心业务。除网约车外，滴滴其他业务几乎都是亏损的，曾经最赚钱的业务——顺风车无限期下线前，更是使其雪上加霜。</p><p>尽管滴滴有很多优势，但是同时也面临着诸多困境，来源于客观方面和主观方面。总之一句话，滴滴的网约车，并不是一门好生意。不知道诸位怎么看？</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-07-20/doc-ikqciyzk6545969.shtml><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：大失所望？滴滴做的是一门苦生意，没有什么护城河可言 来源：腾讯新闻做企业的和做投资的都明白一个道理，企业要打造自己的护城河，投资要投资有护城河的公司。商业上的护城河怎么理解呢？美国投资大师巴菲特对此曾有一段经典的阐述，无形资产、商业模式的网络效应、用户转换成本和产品成本。这些都可以看作是企业的护城河。用白话来说，就是人无我有，人有我精。护城河既可以用来进攻，也可以用之防守，只要企业的护城河...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-07-20/doc-ikqciyzk6545969.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5e5ef6ded46cdce892f4c5752e90759","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-07-20/doc-ikqciyzk6545969.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152661123","content_text":"原标题：大失所望？滴滴做的是一门苦生意，没有什么护城河可言 来源：腾讯新闻做企业的和做投资的都明白一个道理，企业要打造自己的护城河，投资要投资有护城河的公司。商业上的护城河怎么理解呢？美国投资大师巴菲特对此曾有一段经典的阐述，无形资产、商业模式的网络效应、用户转换成本和产品成本。这些都可以看作是企业的护城河。用白话来说，就是人无我有，人有我精。护城河既可以用来进攻，也可以用之防守，只要企业的护城河足够的深，那么企业就能保持长期的竞争力。在市场经济的体系里，哪一个行业有超额利润，不用多久就会引起别人的注意，并引来越来越多的竞争者。如阿里系电商此前是国内最大，利润最丰厚的电商平台。但京东与拼多多的崛起，这其实告诉了世人，阿里在电商领域里的护城河，并非牢不可破。同样的，滴滴出行是国内网约车霸主，但滴滴在这个领域也并非拥有绝对的话语权。因为当下美团、高德等第三方聚合平台打车快速兴起，已对滴滴打车形成一定的压力。如何理解深刻理解滴滴这家公司？说白了，大部分互联网公司，本质上都是一家广告公司。如阿里系电商，阿里自身不卖货，不发快递，只是为商家与用户搭建一个交易平台，而阿里则坐大收租就行了。美团这家公司又如何呢？美团这家公司的核心是全国超600万骑手，美团利用骑手成功地地将商家的产品卖给用户，从而美团对商家抽佣。滴滴这家公司当前的核心资产就是全国超1200万的司机，滴滴自己不出车，让司机通过滴滴这个平台拉乘客，滴滴也在从中抽成。于大部分互联网公司来说，说得好听一点就是一家搭建了中心化平台的广告公司，说不好听点，大部分互联网公司都是“空手套白狼”！任何一家公司能崛起，必然是时代推动的。过往大家讨厌出租车司机，打车不方便不说，吸烟、态度差、绕路宰客、拒载、随意拼客等行为都让大家嗤之以鼻。一个行业只有问题多，对手才会有机会进入。当移动互联网风靡全中国的时候，滴滴在资本的驱动下，通过补贴消费者、司机两端，成功地抢占了全国市场，在一定程度上改变了打车这个行业。滴滴成立近十年了，在大部分网友眼中看来，滴滴是一家很赚钱的公司，毕竟滴滴的抽成之高，这在全网都曾引发过热议。但从滴滴招股书来看，2020年滴滴的三大业务——中国出行业务、国际业务和其他业务——收入分别为1336亿元、23亿元和58亿元人民币。滴滴营收不算低，但就是不赚钱。之前创始人程维就说了，滴滴成立这么多年，其实压根都没赚什么钱，因为之前给出的补贴太多。对于程维这个话，春公子有点信了，为何呢？往下看！为什么说滴滴做的是一门苦生意？看着很热闹，就是不赚钱。互联网打车是双边网络负效应，司机和乘客两个网络。既难以规模经济，也没有网络效应。每个城市都要单独重新布局，和竞争对手赤身肉搏，进行艰苦的巷战。美团是国内第三大市值互联网公司，其所处的赛道是生活服务领域，这是一个万亿级的市场。这么一说，大家是不是感觉美团是一家很赚钱的公司？事实并非如此，美团的核心业务是美团外卖，美团如此大的体量，一年的利润还没有超过100亿，美团还是在抽商家，罚骑手，杀熟消费者的情况之下所赚取的利润。再来看滴滴这家公司，目前抽成依然是滴滴最大的收入来源，滴滴目前的日订单量是5000万单，就算按照每单提成4元计算，滴滴每天的营收也有2亿元。网约车驾驶员一直被滴滴压榨，普通快车订单抽成25%，特惠订单抽成达30%-35%。很多新手师傅花不少钱购置车辆跑网约车，但由于是新手，各项分值较低，快车单较少，特惠单抽成也高，导致他们很难坚持下来。但迫于车贷以及生活的压力，不得不硬着头皮跑，越跑越穷，恶性循环。当前这个环境之下，滴滴要想更好地运营，必须要维护好司机。但大部分滴滴司机都对滴滴不满，如果滴滴平衡不了和司机的关系，这将是滴滴未来一大隐患！为什么说滴滴没有核心竞争力？春公子之前就说过，滴滴是一家被资本催熟的公司。滴滴之所以能成为国内网约车霸主，并不是说滴滴这家公司的战力有多强，本质上是资本驱动罢了。之所以说滴滴这家公司没有核心竞争力，春公子认为有以下几个点可以参考：首先，滴滴当年通过补贴的手段培育了市场，但消费者都很现实，打车人哪里便宜去哪里，司机哪里赚得多去哪里，线上撮合平台提供的价值没有多高的不可替代性。其次，互联网公司的套路一般都是先补贴，然后再垄断。只有垄断了才能获取超额收益，滴滴垄断了吗？看看市场上还有这么多打车玩家就知道了。价格一旦抬到平均利率率以上，就有人出来烧点钱抢你生意。或者说一旦犯错，就有对手会扑上来。最后就是说，滴滴主业并不赚钱，却有盲目地开启多元化路线，如滴滴最近玩上的同城货运、同城跑腿以及社区团购。殊不知成熟的互联网公司“流量池”和“现金牛”一定要分开。结论：滴滴当前业务很多，但网约车服务是滴滴的核心业务。除网约车外，滴滴其他业务几乎都是亏损的，曾经最赚钱的业务——顺风车无限期下线前，更是使其雪上加霜。尽管滴滴有很多优势，但是同时也面临着诸多困境，来源于客观方面和主观方面。总之一句话，滴滴的网约车，并不是一门好生意。不知道诸位怎么看？","news_type":1},"isVote":1,"tweetType":1,"viewCount":4458,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557008405269629","authorId":"3557008405269629","name":"友谅投行","avatar":"https://static.tigerbbs.com/ee45f8e6b08c07c4b25e4dcfd8131709","crmLevel":3,"crmLevelSwitch":0,"idStr":"3557008405269629","authorIdStr":"3557008405269629"},"content":"假命题？人笨多读书。中国烟草不就是特许经营吗？他吗还不是护城河","text":"假命题？人笨多读书。中国烟草不就是特许经营吗？他吗还不是护城河","html":"假命题？人笨多读书。中国烟草不就是特许经营吗？他吗还不是护城河"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954480392,"gmtCreate":1593008024016,"gmtModify":1704200948266,"author":{"id":"3440125854488097","authorId":"3440125854488097","name":"大熊先走","avatar":"https://static.tigerbbs.com/be32af8d12f83641989ca7c63b8da3a7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440125854488097","authorIdStr":"3440125854488097"},"themes":[],"htmlText":"<a 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