单身股痴的个人主页 - 老虎社区

单身股痴

单身股痴

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IP属地：浙江

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0勋章

2022-08-04

$每日优鲜(MF)$很快就会打回原形的，拉伸一下过过瘾大

2022-04-22

$滴滴(DIDI)$如果退市没有成功呢？或许只是庄家的一个诈死方法，那后市不是要涨到100美元

2022-03-13

我是指无人驾驶

滴滴：从“Uber屠夫”到全线裁员

2022-03-13

如果自动驾驶技术成熟是不是又是一个新的增长点

滴滴：从“Uber屠夫”到全线裁员

2021-04-12

$阿里巴巴-SW(09988)$涨了就是做空的最佳时机，破200没有悬念

2020-12-28

说说你对这篇新闻的看法...

Indonesia to allocate 9.2 mln kilolitres of biodiesel next year - ministry

2020-11-02

$三只松鼠(300783)$哈哈

2020-05-19

$瑞幸咖啡(LK)$一毛不值[微笑]

2020-01-03

$特斯拉(TSLA)$快点买入，盘前至少4个点

2019-12-31

$苹果(AAPL)$这特么的简直就是宇宙第一强势股[微笑]

2019-11-29

$Facebook(FB)$感恩节宕机有什么影响

2019-11-27

$谷歌(GOOG)$这货市值位居第二，交易额就这么点

2019-11-15

$斗鱼(DOYU)$看这成交量，这样就公司根本就不配上市

2019-10-30

$AMD(AMD)$市值破400亿股价创新高至38元

2019-10-28

$苹果(AAPL)$庄家250

2019-10-04

$美团点评-W(03690)$快点卖出

2019-09-20

就因为我那一手空单你逆势拉升吗[开心]

2019-09-20

我去大盘都下来了，你这货还逆势拉升

2019-09-18

$WTI原油主连(CLmain)$不过美联储降息会推高油价

2019-09-18

$WTI原油主连(CLmain)$哈哈，很快又被打回原形了

去老虎APP查看更多动态

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11:36","market":"us","language":"zh","title":"滴滴：从“Uber屠夫”到全线裁员","url":"https://stock-news.laohu8.com/highlight/detail?id=1174445443","media":"远川商业评论","summary":"最风光的时候，滴滴不仅是国内的网约车龙头，也让国外的科技独角兽和媒体敬畏三分。在补贴大战中，一天最多烧钱4000万，最终打败了40多家打车公司，合并了国内最大的竞争对手快的。面对资金雄厚、技术可能更先","content":"<html><head></head><body><p>最风光的时候，滴滴不仅是国内的网约车龙头，也让国外的科技独角兽和媒体敬畏三分。</p><p>在补贴大战中，一天最多烧钱4000万，最终打败了40多家打车公司，合并了国内最大的竞争对手快的。面对资金雄厚、技术可能更先进的Uber，滴滴一边“围魏救赵”（入股Uber在美国最大的竞争对手Lyft），一边在本土与之继续交锋，最终把Uber中国收入囊中。</p><p>《彭博商业周刊》把程维放上了封面，称他为“Uber屠夫”。《纽约时报》在回顾这段时期时写道：中国企业家可以与硅谷最大胆、最狡猾的初创企业正面交锋并最终胜出。</p><p><b>六年前风光无两的滴滴，不仅在上市之路上屡遭坎坷，最近连员工的饭碗也成了问题。</b></p><p>校招生们忧虑刚到手的offer还算不算数；处于试用期的新人，不知道转正和裁员哪个先来；一些老员工们甚至不再等待年终奖，反而期盼起“裁员大礼包”[1]。据晚点报道，这场裁员计划覆盖几乎全公司，总体裁员比例将达到20%。</p><p>滴滴因为众所周知的原因正在转投港股，而在此期间，那些曾经按下去的竞争对手又冒起了头，几十家网约车平台大有“围剿”滴滴的势头。</p><p>不过，面对来势汹汹的竞争，滴滴虽然受损却并未伤筋动骨——下架7个月内市占率从八成多滑落到七成，依然坐稳头部，倒是内部承载未来增长的橙心优选没有扶持起来，落败转型去做了批发。</p><p>那么问题来了：</p><p>1. 为什么群起攻之，只抢走了滴滴10%的生意?</p><p>2. 砍掉橙心优选，对滴滴的影响会有多大？</p><p>稳住司机，也就守住了平台</p><p><b>滴滴App下架后的遭遇，堪称是“六大门派围攻光明顶”。</b></p><p>无论是高德、美团这种聚合打车平台，还是有车企背景的曹操出行和首汽约车等，都铆足了劲，想撬动滴滴花了9年，用200多亿美元砸下来的市场份额。</p><p>有网传截图显示，T3出行将此视为“千载难逢的发展机遇”，去年7月紧急决定当月连开15城，目标是“日均单量突破百万”；美团打车则给新客价值128元的打车红包，内含9张优惠券。在抖音、微信各平台，各大打车平台的大字广告不断闪现，“新用户打车低至1元，100元打车券免费领取”。</p><p><img src=\"https://static.tigerbbs.com/e99b82814568648bf8a5ad5fe9340c09\" tg-width=\"630\" tg-height=\"256\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>而在拉拢司机上，平台们也是花样频出：首汽约车宣称要补贴1亿招募司机，高德则是在工作日的早高峰，给司机实行免佣政策。</p><p>总有新玩家来踢馆，在于网约车是公认壁垒不够坚挺的行业，这主要体现为：</p><p><b>1）网约车的网络效应只能辐射到城市，司机不能跨省调度。</b>所以新人就可以在特定城市抢市场，比如扎根上海的申程出行。</p><p><b>2）打车服务基本同质化，且价格透明便于比价、需求刚性但可替代性强。</b></p><p><b>3）司机和乘客双边的转换成本低，价格敏感度却高。</b>只要有补贴，无论是司机还是乘客都容易倒戈。除此以外，像车企背景的自带车辆供给，聚合平台自带流量，都方便切入市场。</p><p>短期内，滴滴的确被抢走了部分生意，但并不致命。如下图所示，2021年Q3季度，滴滴总单量环比下降近5%，其中中国出行交易量下滑8.3%，相应的中国出行交易额下滑了9.6%。</p><p>在各家花式围攻下，滴滴的市场份额从八成滑落到了七成——并没有伤及命脉。</p><p><img src=\"https://static.tigerbbs.com/d19b99af80cd11bad83969134137d826\" tg-width=\"928\" tg-height=\"404\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>这固然有滴滴规模优势的缘故。网约车作为典型的双边市场，包括供给（司机）和需求（乘客）两端。强者越强，八成多的市占率就是其隐形壁垒。这种规模优势，也潜在提升了后来者的门槛。</p><p>但即便如此，滴滴也不能坐吃山空，坐视别人挖墙脚。</p><p>为了稳住基本盘，滴滴在下架期间增加销售费用以补贴司机。之所以要圈揽司机，是因为网约车本身就是供需极不平衡的行业。</p><p>换句话说，<b>网约车竞争的核心，就是在抢司机、抢运力。</b></p><p>虽然头部平台有规模优势，但司机的转换成本低，而吸纳的司机越多，平台越能获客。所以留住司机，就等于是守住了阵地。</p><p>去年Q2和Q3两季度，滴滴的销售费用分别为39亿和44.41亿元，分别同比增长了160.6%、67.3%。销售费用的暴增，主要体现对司机和乘客的补贴。另据妙投数据，滴滴的销售费用率近些年也在持续走高，从2018年的5.62%提升至去年一季度的12.11%[3]。</p><p><img src=\"https://static.tigerbbs.com/95517063211fa5ba964a080d3ad24305\" tg-width=\"925\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>据光子星球报道，在下架期间，滴滴司机月收入提升了近20%，不仅停掉的奖励恢复，额度也比之前高[2]。也有司机透露，每天跑早高峰4小时就能赚300块，只跑早晚高峰月入7000左右。晚高峰连接2单，就能获得5-10元不等的奖励。</p><p>据远川草根调研，补贴会带来司机流动，不过大多数司机依然会留在滴滴。因为短期补贴总会退坡，而综合来看，滴滴的派单量依然最高。也有司机透露，会谨慎考虑去多个平台接单，因为这会降低其在滴滴平台的权重，影响接单量和收入。</p><p>补贴大战也的确开始偃旗息鼓。去年9月，工信部等五部门联合约谈11家平台整改，靠着真金白银好不容易抢下了滴滴10%的市场，却很难再乘胜追击。</p><p>虽然短时危机解除，但滴滴就真的胜利了吗？</p><p>回顾滴滴的近况可以发现：<b>滴滴最大的敌人不是同行，而是行业本身和自己。网约车的天花板来得比想象中更早，而自己寻找第二增长曲线的尝试却不尽如人意。</b></p><p>砍掉亏损，却也砍掉了未来</p><p>2017年，滴滴出行总裁柳青接受了美国公共电视节目《查理·罗斯访谈（Charlie Rose Show）》的采访。</p><p>采访中柳青意气风发，全程英语可谓对答如流。她提到了滴滴的数据（每天完成2500万单，在高峰时段每秒完成600个订单），并表示：“我深深相信中国的创新力量，科技已经极大地改变了中国。”</p><p>她列举了不少帮到滴滴的科技，比如人工智能和大数据。本以为日均单量2500万只是起点，直到去年一季度滴滴递交招股书，才发现这数字竟已经持续了五年。</p><p>截至今年1月，受App下架影响，滴滴的日均单量已从2500万单滑落至2000万单[1]。由此可见，滴滴在出行领域的任务从“扩张”转为了“维持”。</p><p>网约车的运力已逼近天花板。特别是，这供需两边极不平衡，不愁没人打车，愁的是没人开车。即便滴滴拥有1300万名司机，但恶劣天气或早晚高峰中、面对动辄几百号的等车排位，也无可奈何。</p><p><b>网约车的运力是怎么逼近天花板的？这可以从“量”和“价”两个维度来分析。</b></p><p>网约车行业需要道路资源，涉及与传统出租车的竞合，更与社会安全密切相关，这是一个极度精密复杂的系统。新政为滴滴戴上了合规的“紧箍咒”。例如，要求人车和平台“三证合一”，京沪地区的司机要有本地户籍等。</p><p>合规大幅削减了运力供给，让以规模为壁垒的网约车，更接近出租车这种“牌照生意”。在向合规转型过程中，未达标的兼职司机被清出，本就不稳定的供给雪上加霜。</p><p>据网约车合规率最新统计，滴滴及旗下花小猪在合规率上处于垫底，分别为44.9%和32.3%。</p><p>当运力逼近天花板，存量市场上的运力的争夺就会更剧烈。</p><p>滴滴的举措只是行业的缩影：运力受限，就通过“聚合模式”接入第三方服务商；有合规要求，就接入服务更标准的出租车；不合规运力无处安放，就推出当时还没声量的“花小猪”打入下沉市场。</p><p>从“价”的维度来说，如今提抽成的路子也走不通了。网约车如今和外卖一样，也被要求合理设定抽成比例上限。为此，滴滴只能推毛利更高的“拼车”业务。</p><p>总结来说，合规限制了运力规模，单量难提升，很难赚到增量市场的钱；而提高抽佣又被限制，在存量市场也不好赚更多的钱。</p><p>滴滴用橙心优选去做社区团购的生意，便是应对网约车天花板的一种措施。只是去年Q3季度，橙心优选亏了208亿。第二增长点没找到，业务反而成为了公司亏损的主要来源。</p><p>从头搭建供应链和三级仓，依然是笔大开支。再加上“烧钱换市场”的策略，下架的滴滴真的烧不起。从行业来看，社区团购也比以往任何风口更快地被监管整顿。</p><p>对于赢了不少战斗的滴滴而言，橙心优选是一次罕见的败仗。砍掉业务，是及时止损，却也砍掉了未来。</p><p>尾声</p><p>作为一个领导者，程维多次在言行中流露出了对战斗的热情。</p><p>在与快的的补贴大战中，程维是率先出招的一方。滴滴对于使用微信支付的用户每单便宜五块钱。结果，滴滴打车在微信的订单两周内涨了50倍。后来公司服务器无法承受订单，程维给技术团队下了死命令。团队七天七夜没出办公室，把40台服务器扩充为了1000台[7]。</p><p>他把打车大战与一战的凡尔登战役相提并论，并说“滴滴面临的竞争不比战争小，容错率更低，我要到战史中寻找经验教训[8]。”</p><p>程维本以为与快的的竞争是总决赛，在Uber到来后，发现原来只是打完了亚洲小组赛。在吞并了Uber中国后，滴滴在网约车的市占率已达九成以上，是当之无愧的巨无霸。而第二名的易到专车，份额只有不到3.3%。</p><p>滴滴如今仍然是网约车的胜利者，只是同时也承受着最为猛烈的合规改造。而当它越来越接近城市的公共服务设施，“市梦率”就越遥不可及。</p><p>如果翻开历史书，会发现战争的胜利者并不总是得意的。在重塑秩序的同时，他们也被新的秩序所定义和改变。在倾尽全力之后或许会发现：胜利者，终究一无所获。</p></body></html>","source":"lsy1585921707636","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>滴滴：从“Uber屠夫”到全线裁员</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{ overflow:hidden;word-break:break-all;padding:10px; 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}\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滴滴：从“Uber屠夫”到全线裁员\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-21 11:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.huxiu.com/article/499998.html><strong>远川商业评论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最风光的时候，滴滴不仅是国内的网约车龙头，也让国外的科技独角兽和媒体敬畏三分。在补贴大战中，一天最多烧钱4000万，最终打败了40多家打车公司，合并了国内最大的竞争对手快的。面对资金雄厚、技术可能更先进的Uber，滴滴一边“围魏救赵”（入股Uber在美国最大的竞争对手Lyft），一边在本土与之继续交锋，最终把Uber中国收入囊中。《彭博商业周刊》把程维放上了封面，称他为“Uber屠夫”。《纽约时报...</p>\n\n<a href=\"https://www.huxiu.com/article/499998.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/90e9b3b1ac56aae7290447c10b3ea865","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://www.huxiu.com/article/499998.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174445443","content_text":"最风光的时候，滴滴不仅是国内的网约车龙头，也让国外的科技独角兽和媒体敬畏三分。在补贴大战中，一天最多烧钱4000万，最终打败了40多家打车公司，合并了国内最大的竞争对手快的。面对资金雄厚、技术可能更先进的Uber，滴滴一边“围魏救赵”（入股Uber在美国最大的竞争对手Lyft），一边在本土与之继续交锋，最终把Uber中国收入囊中。《彭博商业周刊》把程维放上了封面，称他为“Uber屠夫”。《纽约时报》在回顾这段时期时写道：中国企业家可以与硅谷最大胆、最狡猾的初创企业正面交锋并最终胜出。六年前风光无两的滴滴，不仅在上市之路上屡遭坎坷，最近连员工的饭碗也成了问题。校招生们忧虑刚到手的offer还算不算数；处于试用期的新人，不知道转正和裁员哪个先来；一些老员工们甚至不再等待年终奖，反而期盼起“裁员大礼包”[1]。据晚点报道，这场裁员计划覆盖几乎全公司，总体裁员比例将达到20%。滴滴因为众所周知的原因正在转投港股，而在此期间，那些曾经按下去的竞争对手又冒起了头，几十家网约车平台大有“围剿”滴滴的势头。不过，面对来势汹汹的竞争，滴滴虽然受损却并未伤筋动骨——下架7个月内市占率从八成多滑落到七成，依然坐稳头部，倒是内部承载未来增长的橙心优选没有扶持起来，落败转型去做了批发。那么问题来了：1. 为什么群起攻之，只抢走了滴滴10%的生意?2. 砍掉橙心优选，对滴滴的影响会有多大？稳住司机，也就守住了平台滴滴App下架后的遭遇，堪称是“六大门派围攻光明顶”。无论是高德、美团这种聚合打车平台，还是有车企背景的曹操出行和首汽约车等，都铆足了劲，想撬动滴滴花了9年，用200多亿美元砸下来的市场份额。有网传截图显示，T3出行将此视为“千载难逢的发展机遇”，去年7月紧急决定当月连开15城，目标是“日均单量突破百万”；美团打车则给新客价值128元的打车红包，内含9张优惠券。在抖音、微信各平台，各大打车平台的大字广告不断闪现，“新用户打车低至1元，100元打车券免费领取”。而在拉拢司机上，平台们也是花样频出：首汽约车宣称要补贴1亿招募司机，高德则是在工作日的早高峰，给司机实行免佣政策。总有新玩家来踢馆，在于网约车是公认壁垒不够坚挺的行业，这主要体现为：1）网约车的网络效应只能辐射到城市，司机不能跨省调度。所以新人就可以在特定城市抢市场，比如扎根上海的申程出行。2）打车服务基本同质化，且价格透明便于比价、需求刚性但可替代性强。3）司机和乘客双边的转换成本低，价格敏感度却高。只要有补贴，无论是司机还是乘客都容易倒戈。除此以外，像车企背景的自带车辆供给，聚合平台自带流量，都方便切入市场。短期内，滴滴的确被抢走了部分生意，但并不致命。如下图所示，2021年Q3季度，滴滴总单量环比下降近5%，其中中国出行交易量下滑8.3%，相应的中国出行交易额下滑了9.6%。在各家花式围攻下，滴滴的市场份额从八成滑落到了七成——并没有伤及命脉。这固然有滴滴规模优势的缘故。网约车作为典型的双边市场，包括供给（司机）和需求（乘客）两端。强者越强，八成多的市占率就是其隐形壁垒。这种规模优势，也潜在提升了后来者的门槛。但即便如此，滴滴也不能坐吃山空，坐视别人挖墙脚。为了稳住基本盘，滴滴在下架期间增加销售费用以补贴司机。之所以要圈揽司机，是因为网约车本身就是供需极不平衡的行业。换句话说，网约车竞争的核心，就是在抢司机、抢运力。虽然头部平台有规模优势，但司机的转换成本低，而吸纳的司机越多，平台越能获客。所以留住司机，就等于是守住了阵地。去年Q2和Q3两季度，滴滴的销售费用分别为39亿和44.41亿元，分别同比增长了160.6%、67.3%。销售费用的暴增，主要体现对司机和乘客的补贴。另据妙投数据，滴滴的销售费用率近些年也在持续走高，从2018年的5.62%提升至去年一季度的12.11%[3]。据光子星球报道，在下架期间，滴滴司机月收入提升了近20%，不仅停掉的奖励恢复，额度也比之前高[2]。也有司机透露，每天跑早高峰4小时就能赚300块，只跑早晚高峰月入7000左右。晚高峰连接2单，就能获得5-10元不等的奖励。据远川草根调研，补贴会带来司机流动，不过大多数司机依然会留在滴滴。因为短期补贴总会退坡，而综合来看，滴滴的派单量依然最高。也有司机透露，会谨慎考虑去多个平台接单，因为这会降低其在滴滴平台的权重，影响接单量和收入。补贴大战也的确开始偃旗息鼓。去年9月，工信部等五部门联合约谈11家平台整改，靠着真金白银好不容易抢下了滴滴10%的市场，却很难再乘胜追击。虽然短时危机解除，但滴滴就真的胜利了吗？回顾滴滴的近况可以发现：滴滴最大的敌人不是同行，而是行业本身和自己。网约车的天花板来得比想象中更早，而自己寻找第二增长曲线的尝试却不尽如人意。砍掉亏损，却也砍掉了未来2017年，滴滴出行总裁柳青接受了美国公共电视节目《查理·罗斯访谈（Charlie Rose Show）》的采访。采访中柳青意气风发，全程英语可谓对答如流。她提到了滴滴的数据（每天完成2500万单，在高峰时段每秒完成600个订单），并表示：“我深深相信中国的创新力量，科技已经极大地改变了中国。”她列举了不少帮到滴滴的科技，比如人工智能和大数据。本以为日均单量2500万只是起点，直到去年一季度滴滴递交招股书，才发现这数字竟已经持续了五年。截至今年1月，受App下架影响，滴滴的日均单量已从2500万单滑落至2000万单[1]。由此可见，滴滴在出行领域的任务从“扩张”转为了“维持”。网约车的运力已逼近天花板。特别是，这供需两边极不平衡，不愁没人打车，愁的是没人开车。即便滴滴拥有1300万名司机，但恶劣天气或早晚高峰中、面对动辄几百号的等车排位，也无可奈何。网约车的运力是怎么逼近天花板的？这可以从“量”和“价”两个维度来分析。网约车行业需要道路资源，涉及与传统出租车的竞合，更与社会安全密切相关，这是一个极度精密复杂的系统。新政为滴滴戴上了合规的“紧箍咒”。例如，要求人车和平台“三证合一”，京沪地区的司机要有本地户籍等。合规大幅削减了运力供给，让以规模为壁垒的网约车，更接近出租车这种“牌照生意”。在向合规转型过程中，未达标的兼职司机被清出，本就不稳定的供给雪上加霜。据网约车合规率最新统计，滴滴及旗下花小猪在合规率上处于垫底，分别为44.9%和32.3%。当运力逼近天花板，存量市场上的运力的争夺就会更剧烈。滴滴的举措只是行业的缩影：运力受限，就通过“聚合模式”接入第三方服务商；有合规要求，就接入服务更标准的出租车；不合规运力无处安放，就推出当时还没声量的“花小猪”打入下沉市场。从“价”的维度来说，如今提抽成的路子也走不通了。网约车如今和外卖一样，也被要求合理设定抽成比例上限。为此，滴滴只能推毛利更高的“拼车”业务。总结来说，合规限制了运力规模，单量难提升，很难赚到增量市场的钱；而提高抽佣又被限制，在存量市场也不好赚更多的钱。滴滴用橙心优选去做社区团购的生意，便是应对网约车天花板的一种措施。只是去年Q3季度，橙心优选亏了208亿。第二增长点没找到，业务反而成为了公司亏损的主要来源。从头搭建供应链和三级仓，依然是笔大开支。再加上“烧钱换市场”的策略，下架的滴滴真的烧不起。从行业来看，社区团购也比以往任何风口更快地被监管整顿。对于赢了不少战斗的滴滴而言，橙心优选是一次罕见的败仗。砍掉业务，是及时止损，却也砍掉了未来。尾声作为一个领导者，程维多次在言行中流露出了对战斗的热情。在与快的的补贴大战中，程维是率先出招的一方。滴滴对于使用微信支付的用户每单便宜五块钱。结果，滴滴打车在微信的订单两周内涨了50倍。后来公司服务器无法承受订单，程维给技术团队下了死命令。团队七天七夜没出办公室，把40台服务器扩充为了1000台[7]。他把打车大战与一战的凡尔登战役相提并论，并说“滴滴面临的竞争不比战争小，容错率更低，我要到战史中寻找经验教训[8]。”程维本以为与快的的竞争是总决赛，在Uber到来后，发现原来只是打完了亚洲小组赛。在吞并了Uber中国后，滴滴在网约车的市占率已达九成以上，是当之无愧的巨无霸。而第二名的易到专车，份额只有不到3.3%。滴滴如今仍然是网约车的胜利者，只是同时也承受着最为猛烈的合规改造。而当它越来越接近城市的公共服务设施，“市梦率”就越遥不可及。如果翻开历史书，会发现战争的胜利者并不总是得意的。在重塑秩序的同时，他们也被新的秩序所定义和改变。在倾尽全力之后或许会发现：胜利者，终究一无所获。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635521171,"gmtCreate":1647102679888,"gmtModify":1647102679888,"author":{"id":"3443859708928898","authorId":"3443859708928898","name":"单身股痴","avatar":"https://static.tigerbbs.com/a2fb2a7f8c23173977cc520fb7028782","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"如果自动驾驶技术成熟是不是又是一个新的增长点","listText":"如果自动驾驶技术成熟是不是又是一个新的增长点","text":"如果自动驾驶技术成熟是不是又是一个新的增长点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635521171","repostId":"1174445443","repostType":2,"repost":{"id":"1174445443","pubTimestamp":1645414571,"share":"https://www.laohu8.com/m/news/1174445443?lang=&edition=full","pubTime":"2022-02-21 11:36","market":"us","language":"zh","title":"滴滴：从“Uber屠夫”到全线裁员","url":"https://stock-news.laohu8.com/highlight/detail?id=1174445443","media":"远川商业评论","summary":"最风光的时候，滴滴不仅是国内的网约车龙头，也让国外的科技独角兽和媒体敬畏三分。在补贴大战中，一天最多烧钱4000万，最终打败了40多家打车公司，合并了国内最大的竞争对手快的。面对资金雄厚、技术可能更先","content":"<html><head></head><body><p>最风光的时候，滴滴不仅是国内的网约车龙头，也让国外的科技独角兽和媒体敬畏三分。</p><p>在补贴大战中，一天最多烧钱4000万，最终打败了40多家打车公司，合并了国内最大的竞争对手快的。面对资金雄厚、技术可能更先进的Uber，滴滴一边“围魏救赵”（入股Uber在美国最大的竞争对手Lyft），一边在本土与之继续交锋，最终把Uber中国收入囊中。</p><p>《彭博商业周刊》把程维放上了封面，称他为“Uber屠夫”。《纽约时报》在回顾这段时期时写道：中国企业家可以与硅谷最大胆、最狡猾的初创企业正面交锋并最终胜出。</p><p><b>六年前风光无两的滴滴，不仅在上市之路上屡遭坎坷，最近连员工的饭碗也成了问题。</b></p><p>校招生们忧虑刚到手的offer还算不算数；处于试用期的新人，不知道转正和裁员哪个先来；一些老员工们甚至不再等待年终奖，反而期盼起“裁员大礼包”[1]。据晚点报道，这场裁员计划覆盖几乎全公司，总体裁员比例将达到20%。</p><p>滴滴因为众所周知的原因正在转投港股，而在此期间，那些曾经按下去的竞争对手又冒起了头，几十家网约车平台大有“围剿”滴滴的势头。</p><p>不过，面对来势汹汹的竞争，滴滴虽然受损却并未伤筋动骨——下架7个月内市占率从八成多滑落到七成，依然坐稳头部，倒是内部承载未来增长的橙心优选没有扶持起来，落败转型去做了批发。</p><p>那么问题来了：</p><p>1. 为什么群起攻之，只抢走了滴滴10%的生意?</p><p>2. 砍掉橙心优选，对滴滴的影响会有多大？</p><p>稳住司机，也就守住了平台</p><p><b>滴滴App下架后的遭遇，堪称是“六大门派围攻光明顶”。</b></p><p>无论是高德、美团这种聚合打车平台，还是有车企背景的曹操出行和首汽约车等，都铆足了劲，想撬动滴滴花了9年，用200多亿美元砸下来的市场份额。</p><p>有网传截图显示，T3出行将此视为“千载难逢的发展机遇”，去年7月紧急决定当月连开15城，目标是“日均单量突破百万”；美团打车则给新客价值128元的打车红包，内含9张优惠券。在抖音、微信各平台，各大打车平台的大字广告不断闪现，“新用户打车低至1元，100元打车券免费领取”。</p><p><img src=\"https://static.tigerbbs.com/e99b82814568648bf8a5ad5fe9340c09\" tg-width=\"630\" tg-height=\"256\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>而在拉拢司机上，平台们也是花样频出：首汽约车宣称要补贴1亿招募司机，高德则是在工作日的早高峰，给司机实行免佣政策。</p><p>总有新玩家来踢馆，在于网约车是公认壁垒不够坚挺的行业，这主要体现为：</p><p><b>1）网约车的网络效应只能辐射到城市，司机不能跨省调度。</b>所以新人就可以在特定城市抢市场，比如扎根上海的申程出行。</p><p><b>2）打车服务基本同质化，且价格透明便于比价、需求刚性但可替代性强。</b></p><p><b>3）司机和乘客双边的转换成本低，价格敏感度却高。</b>只要有补贴，无论是司机还是乘客都容易倒戈。除此以外，像车企背景的自带车辆供给，聚合平台自带流量，都方便切入市场。</p><p>短期内，滴滴的确被抢走了部分生意，但并不致命。如下图所示，2021年Q3季度，滴滴总单量环比下降近5%，其中中国出行交易量下滑8.3%，相应的中国出行交易额下滑了9.6%。</p><p>在各家花式围攻下，滴滴的市场份额从八成滑落到了七成——并没有伤及命脉。</p><p><img src=\"https://static.tigerbbs.com/d19b99af80cd11bad83969134137d826\" tg-width=\"928\" tg-height=\"404\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>这固然有滴滴规模优势的缘故。网约车作为典型的双边市场，包括供给（司机）和需求（乘客）两端。强者越强，八成多的市占率就是其隐形壁垒。这种规模优势，也潜在提升了后来者的门槛。</p><p>但即便如此，滴滴也不能坐吃山空，坐视别人挖墙脚。</p><p>为了稳住基本盘，滴滴在下架期间增加销售费用以补贴司机。之所以要圈揽司机，是因为网约车本身就是供需极不平衡的行业。</p><p>换句话说，<b>网约车竞争的核心，就是在抢司机、抢运力。</b></p><p>虽然头部平台有规模优势，但司机的转换成本低，而吸纳的司机越多，平台越能获客。所以留住司机，就等于是守住了阵地。</p><p>去年Q2和Q3两季度，滴滴的销售费用分别为39亿和44.41亿元，分别同比增长了160.6%、67.3%。销售费用的暴增，主要体现对司机和乘客的补贴。另据妙投数据，滴滴的销售费用率近些年也在持续走高，从2018年的5.62%提升至去年一季度的12.11%[3]。</p><p><img src=\"https://static.tigerbbs.com/95517063211fa5ba964a080d3ad24305\" tg-width=\"925\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>据光子星球报道，在下架期间，滴滴司机月收入提升了近20%，不仅停掉的奖励恢复，额度也比之前高[2]。也有司机透露，每天跑早高峰4小时就能赚300块，只跑早晚高峰月入7000左右。晚高峰连接2单，就能获得5-10元不等的奖励。</p><p>据远川草根调研，补贴会带来司机流动，不过大多数司机依然会留在滴滴。因为短期补贴总会退坡，而综合来看，滴滴的派单量依然最高。也有司机透露，会谨慎考虑去多个平台接单，因为这会降低其在滴滴平台的权重，影响接单量和收入。</p><p>补贴大战也的确开始偃旗息鼓。去年9月，工信部等五部门联合约谈11家平台整改，靠着真金白银好不容易抢下了滴滴10%的市场，却很难再乘胜追击。</p><p>虽然短时危机解除，但滴滴就真的胜利了吗？</p><p>回顾滴滴的近况可以发现：<b>滴滴最大的敌人不是同行，而是行业本身和自己。网约车的天花板来得比想象中更早，而自己寻找第二增长曲线的尝试却不尽如人意。</b></p><p>砍掉亏损，却也砍掉了未来</p><p>2017年，滴滴出行总裁柳青接受了美国公共电视节目《查理·罗斯访谈（Charlie Rose Show）》的采访。</p><p>采访中柳青意气风发，全程英语可谓对答如流。她提到了滴滴的数据（每天完成2500万单，在高峰时段每秒完成600个订单），并表示：“我深深相信中国的创新力量，科技已经极大地改变了中国。”</p><p>她列举了不少帮到滴滴的科技，比如人工智能和大数据。本以为日均单量2500万只是起点，直到去年一季度滴滴递交招股书，才发现这数字竟已经持续了五年。</p><p>截至今年1月，受App下架影响，滴滴的日均单量已从2500万单滑落至2000万单[1]。由此可见，滴滴在出行领域的任务从“扩张”转为了“维持”。</p><p>网约车的运力已逼近天花板。特别是，这供需两边极不平衡，不愁没人打车，愁的是没人开车。即便滴滴拥有1300万名司机，但恶劣天气或早晚高峰中、面对动辄几百号的等车排位，也无可奈何。</p><p><b>网约车的运力是怎么逼近天花板的？这可以从“量”和“价”两个维度来分析。</b></p><p>网约车行业需要道路资源，涉及与传统出租车的竞合，更与社会安全密切相关，这是一个极度精密复杂的系统。新政为滴滴戴上了合规的“紧箍咒”。例如，要求人车和平台“三证合一”，京沪地区的司机要有本地户籍等。</p><p>合规大幅削减了运力供给，让以规模为壁垒的网约车，更接近出租车这种“牌照生意”。在向合规转型过程中，未达标的兼职司机被清出，本就不稳定的供给雪上加霜。</p><p>据网约车合规率最新统计，滴滴及旗下花小猪在合规率上处于垫底，分别为44.9%和32.3%。</p><p>当运力逼近天花板，存量市场上的运力的争夺就会更剧烈。</p><p>滴滴的举措只是行业的缩影：运力受限，就通过“聚合模式”接入第三方服务商；有合规要求，就接入服务更标准的出租车；不合规运力无处安放，就推出当时还没声量的“花小猪”打入下沉市场。</p><p>从“价”的维度来说，如今提抽成的路子也走不通了。网约车如今和外卖一样，也被要求合理设定抽成比例上限。为此，滴滴只能推毛利更高的“拼车”业务。</p><p>总结来说，合规限制了运力规模，单量难提升，很难赚到增量市场的钱；而提高抽佣又被限制，在存量市场也不好赚更多的钱。</p><p>滴滴用橙心优选去做社区团购的生意，便是应对网约车天花板的一种措施。只是去年Q3季度，橙心优选亏了208亿。第二增长点没找到，业务反而成为了公司亏损的主要来源。</p><p>从头搭建供应链和三级仓，依然是笔大开支。再加上“烧钱换市场”的策略，下架的滴滴真的烧不起。从行业来看，社区团购也比以往任何风口更快地被监管整顿。</p><p>对于赢了不少战斗的滴滴而言，橙心优选是一次罕见的败仗。砍掉业务，是及时止损，却也砍掉了未来。</p><p>尾声</p><p>作为一个领导者，程维多次在言行中流露出了对战斗的热情。</p><p>在与快的的补贴大战中，程维是率先出招的一方。滴滴对于使用微信支付的用户每单便宜五块钱。结果，滴滴打车在微信的订单两周内涨了50倍。后来公司服务器无法承受订单，程维给技术团队下了死命令。团队七天七夜没出办公室，把40台服务器扩充为了1000台[7]。</p><p>他把打车大战与一战的凡尔登战役相提并论，并说“滴滴面临的竞争不比战争小，容错率更低，我要到战史中寻找经验教训[8]。”</p><p>程维本以为与快的的竞争是总决赛，在Uber到来后，发现原来只是打完了亚洲小组赛。在吞并了Uber中国后，滴滴在网约车的市占率已达九成以上，是当之无愧的巨无霸。而第二名的易到专车，份额只有不到3.3%。</p><p>滴滴如今仍然是网约车的胜利者，只是同时也承受着最为猛烈的合规改造。而当它越来越接近城市的公共服务设施，“市梦率”就越遥不可及。</p><p>如果翻开历史书，会发现战争的胜利者并不总是得意的。在重塑秩序的同时，他们也被新的秩序所定义和改变。在倾尽全力之后或许会发现：胜利者，终究一无所获。</p></body></html>","source":"lsy1585921707636","collect":0,"html":"<!DOCTYPE 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}\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滴滴：从“Uber屠夫”到全线裁员\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-21 11:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.huxiu.com/article/499998.html><strong>远川商业评论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最风光的时候，滴滴不仅是国内的网约车龙头，也让国外的科技独角兽和媒体敬畏三分。在补贴大战中，一天最多烧钱4000万，最终打败了40多家打车公司，合并了国内最大的竞争对手快的。面对资金雄厚、技术可能更先进的Uber，滴滴一边“围魏救赵”（入股Uber在美国最大的竞争对手Lyft），一边在本土与之继续交锋，最终把Uber中国收入囊中。《彭博商业周刊》把程维放上了封面，称他为“Uber屠夫”。《纽约时报...</p>\n\n<a href=\"https://www.huxiu.com/article/499998.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/90e9b3b1ac56aae7290447c10b3ea865","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://www.huxiu.com/article/499998.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174445443","content_text":"最风光的时候，滴滴不仅是国内的网约车龙头，也让国外的科技独角兽和媒体敬畏三分。在补贴大战中，一天最多烧钱4000万，最终打败了40多家打车公司，合并了国内最大的竞争对手快的。面对资金雄厚、技术可能更先进的Uber，滴滴一边“围魏救赵”（入股Uber在美国最大的竞争对手Lyft），一边在本土与之继续交锋，最终把Uber中国收入囊中。《彭博商业周刊》把程维放上了封面，称他为“Uber屠夫”。《纽约时报》在回顾这段时期时写道：中国企业家可以与硅谷最大胆、最狡猾的初创企业正面交锋并最终胜出。六年前风光无两的滴滴，不仅在上市之路上屡遭坎坷，最近连员工的饭碗也成了问题。校招生们忧虑刚到手的offer还算不算数；处于试用期的新人，不知道转正和裁员哪个先来；一些老员工们甚至不再等待年终奖，反而期盼起“裁员大礼包”[1]。据晚点报道，这场裁员计划覆盖几乎全公司，总体裁员比例将达到20%。滴滴因为众所周知的原因正在转投港股，而在此期间，那些曾经按下去的竞争对手又冒起了头，几十家网约车平台大有“围剿”滴滴的势头。不过，面对来势汹汹的竞争，滴滴虽然受损却并未伤筋动骨——下架7个月内市占率从八成多滑落到七成，依然坐稳头部，倒是内部承载未来增长的橙心优选没有扶持起来，落败转型去做了批发。那么问题来了：1. 为什么群起攻之，只抢走了滴滴10%的生意?2. 砍掉橙心优选，对滴滴的影响会有多大？稳住司机，也就守住了平台滴滴App下架后的遭遇，堪称是“六大门派围攻光明顶”。无论是高德、美团这种聚合打车平台，还是有车企背景的曹操出行和首汽约车等，都铆足了劲，想撬动滴滴花了9年，用200多亿美元砸下来的市场份额。有网传截图显示，T3出行将此视为“千载难逢的发展机遇”，去年7月紧急决定当月连开15城，目标是“日均单量突破百万”；美团打车则给新客价值128元的打车红包，内含9张优惠券。在抖音、微信各平台，各大打车平台的大字广告不断闪现，“新用户打车低至1元，100元打车券免费领取”。而在拉拢司机上，平台们也是花样频出：首汽约车宣称要补贴1亿招募司机，高德则是在工作日的早高峰，给司机实行免佣政策。总有新玩家来踢馆，在于网约车是公认壁垒不够坚挺的行业，这主要体现为：1）网约车的网络效应只能辐射到城市，司机不能跨省调度。所以新人就可以在特定城市抢市场，比如扎根上海的申程出行。2）打车服务基本同质化，且价格透明便于比价、需求刚性但可替代性强。3）司机和乘客双边的转换成本低，价格敏感度却高。只要有补贴，无论是司机还是乘客都容易倒戈。除此以外，像车企背景的自带车辆供给，聚合平台自带流量，都方便切入市场。短期内，滴滴的确被抢走了部分生意，但并不致命。如下图所示，2021年Q3季度，滴滴总单量环比下降近5%，其中中国出行交易量下滑8.3%，相应的中国出行交易额下滑了9.6%。在各家花式围攻下，滴滴的市场份额从八成滑落到了七成——并没有伤及命脉。这固然有滴滴规模优势的缘故。网约车作为典型的双边市场，包括供给（司机）和需求（乘客）两端。强者越强，八成多的市占率就是其隐形壁垒。这种规模优势，也潜在提升了后来者的门槛。但即便如此，滴滴也不能坐吃山空，坐视别人挖墙脚。为了稳住基本盘，滴滴在下架期间增加销售费用以补贴司机。之所以要圈揽司机，是因为网约车本身就是供需极不平衡的行业。换句话说，网约车竞争的核心，就是在抢司机、抢运力。虽然头部平台有规模优势，但司机的转换成本低，而吸纳的司机越多，平台越能获客。所以留住司机，就等于是守住了阵地。去年Q2和Q3两季度，滴滴的销售费用分别为39亿和44.41亿元，分别同比增长了160.6%、67.3%。销售费用的暴增，主要体现对司机和乘客的补贴。另据妙投数据，滴滴的销售费用率近些年也在持续走高，从2018年的5.62%提升至去年一季度的12.11%[3]。据光子星球报道，在下架期间，滴滴司机月收入提升了近20%，不仅停掉的奖励恢复，额度也比之前高[2]。也有司机透露，每天跑早高峰4小时就能赚300块，只跑早晚高峰月入7000左右。晚高峰连接2单，就能获得5-10元不等的奖励。据远川草根调研，补贴会带来司机流动，不过大多数司机依然会留在滴滴。因为短期补贴总会退坡，而综合来看，滴滴的派单量依然最高。也有司机透露，会谨慎考虑去多个平台接单，因为这会降低其在滴滴平台的权重，影响接单量和收入。补贴大战也的确开始偃旗息鼓。去年9月，工信部等五部门联合约谈11家平台整改，靠着真金白银好不容易抢下了滴滴10%的市场，却很难再乘胜追击。虽然短时危机解除，但滴滴就真的胜利了吗？回顾滴滴的近况可以发现：滴滴最大的敌人不是同行，而是行业本身和自己。网约车的天花板来得比想象中更早，而自己寻找第二增长曲线的尝试却不尽如人意。砍掉亏损，却也砍掉了未来2017年，滴滴出行总裁柳青接受了美国公共电视节目《查理·罗斯访谈（Charlie Rose Show）》的采访。采访中柳青意气风发，全程英语可谓对答如流。她提到了滴滴的数据（每天完成2500万单，在高峰时段每秒完成600个订单），并表示：“我深深相信中国的创新力量，科技已经极大地改变了中国。”她列举了不少帮到滴滴的科技，比如人工智能和大数据。本以为日均单量2500万只是起点，直到去年一季度滴滴递交招股书，才发现这数字竟已经持续了五年。截至今年1月，受App下架影响，滴滴的日均单量已从2500万单滑落至2000万单[1]。由此可见，滴滴在出行领域的任务从“扩张”转为了“维持”。网约车的运力已逼近天花板。特别是，这供需两边极不平衡，不愁没人打车，愁的是没人开车。即便滴滴拥有1300万名司机，但恶劣天气或早晚高峰中、面对动辄几百号的等车排位，也无可奈何。网约车的运力是怎么逼近天花板的？这可以从“量”和“价”两个维度来分析。网约车行业需要道路资源，涉及与传统出租车的竞合，更与社会安全密切相关，这是一个极度精密复杂的系统。新政为滴滴戴上了合规的“紧箍咒”。例如，要求人车和平台“三证合一”，京沪地区的司机要有本地户籍等。合规大幅削减了运力供给，让以规模为壁垒的网约车，更接近出租车这种“牌照生意”。在向合规转型过程中，未达标的兼职司机被清出，本就不稳定的供给雪上加霜。据网约车合规率最新统计，滴滴及旗下花小猪在合规率上处于垫底，分别为44.9%和32.3%。当运力逼近天花板，存量市场上的运力的争夺就会更剧烈。滴滴的举措只是行业的缩影：运力受限，就通过“聚合模式”接入第三方服务商；有合规要求，就接入服务更标准的出租车；不合规运力无处安放，就推出当时还没声量的“花小猪”打入下沉市场。从“价”的维度来说，如今提抽成的路子也走不通了。网约车如今和外卖一样，也被要求合理设定抽成比例上限。为此，滴滴只能推毛利更高的“拼车”业务。总结来说，合规限制了运力规模，单量难提升，很难赚到增量市场的钱；而提高抽佣又被限制，在存量市场也不好赚更多的钱。滴滴用橙心优选去做社区团购的生意，便是应对网约车天花板的一种措施。只是去年Q3季度，橙心优选亏了208亿。第二增长点没找到，业务反而成为了公司亏损的主要来源。从头搭建供应链和三级仓，依然是笔大开支。再加上“烧钱换市场”的策略，下架的滴滴真的烧不起。从行业来看，社区团购也比以往任何风口更快地被监管整顿。对于赢了不少战斗的滴滴而言，橙心优选是一次罕见的败仗。砍掉业务，是及时止损，却也砍掉了未来。尾声作为一个领导者，程维多次在言行中流露出了对战斗的热情。在与快的的补贴大战中，程维是率先出招的一方。滴滴对于使用微信支付的用户每单便宜五块钱。结果，滴滴打车在微信的订单两周内涨了50倍。后来公司服务器无法承受订单，程维给技术团队下了死命令。团队七天七夜没出办公室，把40台服务器扩充为了1000台[7]。他把打车大战与一战的凡尔登战役相提并论，并说“滴滴面临的竞争不比战争小，容错率更低，我要到战史中寻找经验教训[8]。”程维本以为与快的的竞争是总决赛，在Uber到来后，发现原来只是打完了亚洲小组赛。在吞并了Uber中国后，滴滴在网约车的市占率已达九成以上，是当之无愧的巨无霸。而第二名的易到专车，份额只有不到3.3%。滴滴如今仍然是网约车的胜利者，只是同时也承受着最为猛烈的合规改造。而当它越来越接近城市的公共服务设施，“市梦率”就越遥不可及。如果翻开历史书，会发现战争的胜利者并不总是得意的。在重塑秩序的同时，他们也被新的秩序所定义和改变。在倾尽全力之后或许会发现：胜利者，终究一无所获。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342183132,"gmtCreate":1618190645826,"gmtModify":1618190645826,"author":{"id":"3443859708928898","authorId":"3443859708928898","name":"单身股痴","avatar":"https://static.tigerbbs.com/a2fb2a7f8c23173977cc520fb7028782","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>涨了就是做空的最佳时机，破200没有悬念","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>涨了就是做空的最佳时机，破200没有悬念","text":"$阿里巴巴-SW(09988)$涨了就是做空的最佳时机，破200没有悬念","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342183132","isVote":1,"tweetType":1,"viewCount":1556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339773940,"gmtCreate":1609126277380,"gmtModify":1703737703614,"author":{"id":"3443859708928898","authorId":"3443859708928898","name":"单身股痴","avatar":"https://static.tigerbbs.com/a2fb2a7f8c23173977cc520fb7028782","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339773940","repostId":"2093302510","repostType":2,"repost":{"id":"2093302510","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1608627488,"share":"https://www.laohu8.com/m/news/2093302510?lang=&edition=full","pubTime":"2020-12-22 16:58","market":"fut","language":"en","title":"Indonesia to allocate 9.2 mln kilolitres of biodiesel next year - ministry","url":"https://stock-news.laohu8.com/highlight/detail?id=2093302510","media":"Reuters","summary":"SINGAPORE, Dec 22 (Reuters) - Indonesia is back on track to allocate 9.2 million kilolitres of unble","content":"<html><body><p>SINGAPORE, Dec 22 (Reuters) - Indonesia is back on track to allocate 9.2 million kilolitres of unblended biodiesel to companies next year as originally planned, the energy ministry said on Tuesday. </p><p>   The announcement comes a week after an official from the National Energy Council said the country may have to lower its biodiesel - palm oil biofuel - allocation next year to 8.5 million kilolitres due to an uncertain fuel consumption outlook due to the COVID-19 pandemic.  </p><p>   The Indonesian government requires its diesel to be blended with 30% biocontent made out of palm oil, aiming to be less dependent on fuel imports and sop up palm supply. It sets output targets, subsidises the price difference between palm and crude oil and allocates the product to 20 biofuel companies. </p><p>   However a slump in fuel prices this year has made the programme less economical, and plans to increase the biocontent to 40% have been delayed due to funding issues.  </p><p>   Indonesia is expected to distribute only 8.5 million kilolitres of biodiesel this year, compared with the 9.6 million originally planned, according to the government.</p><p> (Reporting by Fathin Ungku and Bernadette Christina Munthe; Editing by Pravin Char)</p><p>((fathin.ungku@thomsonreuters.com; +65 8578 6640;))</p></body></html>","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>Indonesia to allocate 9.2 mln kilolitres of biodiesel next year - ministry</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{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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\">\nIndonesia to allocate 9.2 mln kilolitres of biodiesel next year - ministry\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2020-12-22 16:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>SINGAPORE, Dec 22 (Reuters) - Indonesia is back on track to allocate 9.2 million kilolitres of unblended biodiesel to companies next year as originally planned, the energy ministry said on Tuesday. </p><p>   The announcement comes a week after an official from the National Energy Council said the country may have to lower its biodiesel - palm oil biofuel - allocation next year to 8.5 million kilolitres due to an uncertain fuel consumption outlook due to the COVID-19 pandemic.  </p><p>   The Indonesian government requires its diesel to be blended with 30% biocontent made out of palm oil, aiming to be less dependent on fuel imports and sop up palm supply. It sets output targets, subsidises the price difference between palm and crude oil and allocates the product to 20 biofuel companies. </p><p>   However a slump in fuel prices this year has made the programme less economical, and plans to increase the biocontent to 40% have been delayed due to funding issues.  </p><p>   Indonesia is expected to distribute only 8.5 million kilolitres of biodiesel this year, compared with the 9.6 million originally planned, according to the government.</p><p> (Reporting by Fathin Ungku and Bernadette Christina Munthe; Editing by Pravin Char)</p><p>((fathin.ungku@thomsonreuters.com; +65 8578 6640;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2093302510","content_text":"SINGAPORE, Dec 22 (Reuters) - Indonesia is back on track to allocate 9.2 million kilolitres of unblended biodiesel to companies next year as originally planned, the energy ministry said on Tuesday.    The announcement comes a week after an official from the National Energy Council said the country may have to lower its biodiesel - palm oil biofuel - allocation next year to 8.5 million kilolitres due to an uncertain fuel consumption outlook due to the COVID-19 pandemic.     The Indonesian government requires its diesel to be blended with 30% biocontent made out of palm oil, aiming to be less dependent on fuel imports and sop up palm supply. It sets output targets, subsidises the price difference between palm and crude oil and allocates the product to 20 biofuel companies.    However a slump in fuel prices this year has made the programme less economical, and plans to increase the biocontent to 40% have been delayed due to funding issues.     Indonesia is expected to distribute only 8.5 million kilolitres of biodiesel this year, compared with the 9.6 million originally planned, according to the government. (Reporting by Fathin Ungku and Bernadette Christina Munthe; Editing by Pravin Char)((fathin.ungku@thomsonreuters.com; +65 8578 6640;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":1688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306359267,"gmtCreate":1604300034259,"gmtModify":1703832394911,"author":{"id":"3443859708928898","authorId":"3443859708928898","name":"单身股痴","avatar":"https://static.tigerbbs.com/a2fb2a7f8c23173977cc520fb7028782","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/300783\">$三只松鼠(300783)$</a>哈哈","listText":"<a 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