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好远来
2021-09-09
$阿里巴巴-SW(09988)$
[微笑] [微笑] [微笑]
好远来
2021-08-29
$SOS Limited(SOS)$
[流泪] [流泪]
好远来
2021-08-27
[思考] [思考]
好远来
2021-08-27
$SOS Limited(SOS)$
[流泪] [流泪]
好远来
2021-08-26
[微笑] [微笑] [微笑]
好远来
2021-08-26
$SOS Limited(SOS)$
[流泪] [流泪] [流泪]
好远来
2021-08-25
$SOS Limited(SOS)$
[流泪] [流泪]
好远来
2021-08-23
[微笑] [微笑] [微笑]
好远来
2021-08-23
$SOS Limited(SOS)$
[微笑] [微笑]
好远来
2021-08-19
$SOS Limited(SOS)$
[流泪] [流泪] [流泪]
好远来
2021-08-18
$SOS Limited(SOS)$
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好远来
2021-08-11
老虎财报季
划重点:·Alphabet第一季度营收同比增长了34%,达到553亿美元,超华尔街预期。·Alphabet第一季度净利润同比增长162%,达到179亿美元,超华尔街预期。·广告业务营收达446.8亿美元,同比增速创四年新高;云业务营收突破40亿美元。·推出500亿美元回购方案,总回购额至560亿美元。4月28日消息,随着经济复苏和在线服务使用的激增推动广告和云业务飞速增长,谷歌母公司Alphabet周二盘后发布了业绩超华尔街预期的2021年第一季度财报。Alphabet同时还抛出将回购价值500亿美元公司股票的方案,推动公司股价盘后上涨逾4%。随着美国各地疫苗接种的全面展开和更广泛的重新开放,疫情期间因居家办公政策大放光彩的科技企业如今可能不得不改变策略。本周将是一个重要的节点,包括Facebook、苹果、亚马逊、Twitter、微软和芯片制造商AMD都将在未来几天发布财报。就Alphabet而言,该公司业绩的增长主要受益于数字广告支出和云计算投资的大幅增长。虽然回归大流行前生活的全面程度在一段时间内不会显现,但科技投资者有理由保持乐观。企业正准备让员工继续远程办公,这意味着它们会继续依赖小工具和服务。过去一年发生的一些转变,如更多的数字会议或虚拟医生服务可能会持续下去。不过一些阻力确实存在,包括加大监管的可能性以及拜登政府提高企业和资本利得税的愿望。Alphabet的财报表明,谷歌服务可能会保持去年强制人们在线购物和交流的封锁和其他大流行限制所带来的使用量的增长。Alphabet首席财务官露丝·波拉特(Ruth Porat)在声明中说,这些结果“反映了在线消费者活动的增加和广告商营收的广泛增长。”在去年美国疫情最严重的时候,Alphabet是唯一一家营收下降的科技巨头--这是该公司历史上的首次--但降幅仅为2%。。同一年前相比,谷歌今年第一季度的广告营收增长了32%,超出
老虎财报季
好远来
2021-08-11
[微笑] [微笑] [微笑]
好远来
2021-07-30
[微笑] [微笑] [微笑]
好远来
2021-07-26
[财迷] [财迷] [财迷] [财迷]
好远来
2021-07-24
牛[财迷] [财迷] [财迷] [财迷]
好远来
2021-07-18
[惊讶] [惊讶] [惊讶] [惊讶]
好远来
2021-07-16
[微笑] [微笑] [微笑] [微笑] [微笑] [微笑]
好远来
2021-07-15
加油[微笑] [微笑] [微笑] [微笑] [微笑]
抱歉,原内容已删除
好远来
2021-07-15
[财迷] [财迷] [财迷] [财迷] [财迷]
去老虎APP查看更多动态
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[流泪]","images":[{"img":"https://static.tigerbbs.com/17040f36cc3d1bb736f0f7dfdbf6eafa","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837779954","isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":147869725,"gmtCreate":1626350677567,"gmtModify":1633927641195,"author":{"id":"4089446398596820","authorId":"4089446398596820","name":"好远来","avatar":"https://static.tigerbbs.com/d3ff6a2a5aa223daed773f68168892c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089446398596820","idStr":"4089446398596820"},"themes":[],"htmlText":"加油[微笑] [微笑] [微笑] [微笑] [微笑] ","listText":"加油[微笑] [微笑] [微笑] [微笑] [微笑] ","text":"加油[微笑] [微笑] [微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/147869725","repostId":"1124700518","repostType":4,"repost":{"id":"1124700518","weMediaInfo":{"introduction":"神兽萌萌哒,严肃的互联网段子手。","home_visible":1,"media_name":"来咖智库","id":"1033836721","head_image":"https://static.tigerbbs.com/563fe80617e2155fe6cacbfdd94d3d21"},"pubTimestamp":1626333601,"share":"https://www.laohu8.com/m/news/1124700518?lang=&edition=full","pubTime":"2021-07-15 15:20","market":"us","language":"zh","title":"滴滴下架之后,网约车是群狼噬虎还是蚂蚁啃象?","url":"https://stock-news.laohu8.com/highlight/detail?id=1124700518","media":"来咖智库","summary":"还是熟悉的“双抢”配方,但短期恐难奏效。\n\n网约车的江湖,看似平静但又暗流涌动。\n日前滴滴旗下的20多款App遭遇下架,其留下的市场也被各家迅速争抢。这个争抢的名单中,不仅有重新上架的美团打车,还有高","content":"<blockquote>\n <b>还是熟悉的“双抢”配方,但短期恐难奏效。</b>\n</blockquote>\n<p>网约车的江湖,看似平静但又暗流涌动。</p>\n<p>日前滴滴旗下的20多款App遭遇下架,其留下的市场也被各家迅速争抢。这个争抢的名单中,不仅有重新上架的美团打车,还有高德打车、曹操出行、T3、享道出行、如祺出行等一众网约车平台。<b>一边是拿出补贴抢用户,另一边给出高额奖励抢司机,网约车平台们都趁着这个绝佳的窗口期,集体出动、猛烈进攻,似如群狼噬虎。</b></p>\n<p>“可以说是意料之中,毕竟在出行的刚需市场,谁都想分一杯羹,只是当面对市场明显占优的滴滴时,大家都缺少一个机会和口子。”有业内人士向来咖智库表示。<b>但从目前的行业发展、竞争门槛以及滴滴自身来看,这场即将启幕的“网约车大战”可能并不能如愿,短期内市场格局也很难被撼动。</b></p>\n<p></p>\n<p></p>\n<p></p>\n<p><b>01</b></p>\n<p></p>\n<p></p>\n<p></p>\n<p><b>又见“窗口期”</b></p>\n<p><b>还是熟悉的“双抢”配方</b></p>\n<p>滴滴出行每一次“出事”,就又给了其它网约车平台一次进攻的机会,如此前滴滴顺风车业务暂停期间,嘀嗒出行就实现了上位,这次“下架事件”也不例外,只是卷入了更多的网约车平台。<b>面对这次千载难逢的“窗口期”,网约车行业那种熟悉的“双抢配方”又来了,“非滴滴们”通过花式补贴和奖励的方式,抢用户、抢司机、打广告,同时扩大服务城市。</b></p>\n<p>7月7日起,有不少北京的用户收到了美团打车邀请用户使用的活动信息,这也被业内认为是美团抢市场的开始。美团的打车业务始于2017年,当时在北京、上海、成都、南京等部分城市上线美团APP打车入口。但到了2019年,美团为了控制亏损,在网约车业务中推出聚合模式后,将“美团打车”App在各大应用商城下架。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f49ce071cee9297da85887f7b37c53a3\" tg-width=\"524\" tg-height=\"499\"><span>【美团打车App时隔两年再次上架及用户邀请短信】</span></p>\n<p></p>\n<p>时隔两年,再次上架的“美团打车”App使用界面,与美团App内置的打车界面基本一致,并且会在输入行程的功能栏上方显示新人特权,特权则是优惠较大的新人红包,还有“邀请好友助力”等拉新活动。与此同时,美团App也在最近5天连续两次更新版本,并将“美团打车随机立减”的功能活动放在显著位置。</p>\n<p>目前,美团打车App的出行服务除了自家的美团快车外,还有其他出行平台的网约车服务,有23种车型可供选择,而打车开通服务城市包括北京、上海、成都、广州、深圳、杭州、南京、郑州、合肥、西安、太原、长沙、武汉、沈阳、厦门等100多个城市。</p>\n<p>除了美团,高德打车、T3出行、曹操出行、享道出行、如祺出行等网约车平台近期也通过广告投放、发放优惠券以及邀请裂变等方式,加大宣传力度抢占用户。来咖智库梳理发现,在微信朋友圈、短视频平台,高德打车喊出“能比价更便宜”的口号,针对新、老用户都给出折扣优惠;享道出行在朋友圈投放广告,强调“单单立减”、“新老用户皆可领取”;如祺出行给出新人礼包最高价值150元的优惠,并且还有好友邀请福利;曹操专车也推出“签到送优惠券和0.1元购买6折优惠券活动”……</p>\n<p><b>在拉新抢用户的同时,各大网约车平台在司机端的抢夺也“毫不手软”,以免佣、现金奖励或补贴等方式扩大司机队伍。</b>所谓“免佣”,是指平台免去司机的佣金,这对网约车司机来说,免佣就意味着到手收入的增加。曾经在网约车平台竞争的初期,免佣可说是吸引司机加入最常用的手段。比如7月12日,高德打车宣布在暑期推出“暑期免佣季”活动,7月至9月将采用多种形式的“免佣”,帮助司机增加收入,参与本次免佣季的网约车平台将超100家。而美团打车则面向全社会招募司机,给出首周1000元大奖、限时3天单单流水+20%的奖励。</p>\n<p>当然,面对友商们的“双抢”热情,滴滴也恢复了之前的奖励活动。<b>多位滴滴司机向媒体反映,最近滴滴司机的奖励也有提高,而且因为滴滴规模大,派单量最多,这些奖励也都能到手,但美团打车刚上线这两天,司机一天跑够29单才能拿100多元奖励,但是根本没有那么多单子,要拿到奖励很难。</b></p>\n<p>根据2020年10月交通运输部关于网约车平台的运营数据统计,滴滴出行在单月内就拿下了56200万笔订单,这已经远远超过了其余2-8位网约车平台的订单总和。<b>考虑到滴滴当前只是停止了新用户注册与应用下载,原有用户依旧可以正常使用。在绝对的用户习惯面前,其他网约车平台依旧难以撼动滴滴出行的地位。</b></p>\n<p>滴滴此前的招股书也显示,截至2021年3月31日,滴滴在过去12个月的中国年活跃用户和年活跃司机数量分别为3.77亿、1300万。2021年第一季度,滴滴中国出行业务拥有1.56亿月活用户,日均交易量为2500万次。</p>\n<p>一位网约车司机向来咖智库透露,自己平时也是几个网约车平台同时接单,但在时间上会错开,比如早晚高峰只用滴滴,但是平峰、低峰时就会打开其它接单平台。“接单首选肯定是滴滴,现在结款也比较快,其它都是B计划了。”</p>\n<p>不过对于网约车的“花式”奖励和补贴,无论是乘客还是司机,都还是抱着一种薅羊毛的心态。“别看现在这些平台都在搞各种补贴抢用户、抢司机,但要真有点规模之后就会取消了,甚至要求可能更严。而且你也不知这样的优惠活动会有多久,能省能薅就赶紧用,如果没了,那该怎么用就还怎么用。”</p>\n<p></p>\n<p></p>\n<p></p>\n<p><b>02</b></p>\n<p></p>\n<p></p>\n<p></p>\n<p><b>“网约车大战”要来?</b></p>\n<p><b>三点看懂战事终局</b></p>\n<p>7月以来各网约车平台的集体大促,很容易就嗅到“补贴大战”的前兆。据交通运输部全国网约车监管信息交互平台最新统计,截至6月30日,全国共有236家网约车平台公司取得网约车平台经营许可。那么这场网约车的“补贴大战”会不会打起来?最终的结局会是什么?我们从以下三点来分析下。</p>\n<p><b>首先,从基本面来看,市场发展阶段不同,补贴容易但用户心智难破。</b>在国内网约车出现之初,仅有滴滴、快的和Uber等几家,市场监管也尚不成熟,对于网约车的发展模式、业务类型以及用户体验等方面,各家也都属于探索期,除了补贴抢占市场外,也形成了各自的特色和用户群。但现在不同了,经历了一系列网约车事件和用户普及后,市场已经非常成熟,行业格局也稳定,比如滴滴发展成为全国性、全业务类型的网约车平台,且规模巨大,其它则是一些细分领域或者区域性的网约车平台。在“滴滴=网约车”的普遍认知下,其它网约车品牌已经很难再抢占用户心智,只能作为一种替补型。</p>\n<p><b>其次,从业务发展和进入门槛来看,数据、算法以及合规安全的要求,需要长期的投入和精耕细作。</b>网约车平台最重要的价值,就是提供了一种匹配用户需求与车辆供给的服务,但运力不足始终又是最突出的问题。就像滴滴和Uber在完成市场占领之后,现在主要都专注于更为精细的运营和服务,以便满足乘客、司机和平台这三方的利益诉求,并且采取技术创新的方式,将用户、运力以及订单等数据的充分应用和赋能到网约车业务中,这也让数据和算法成为网约车业务中不可替代的决定性要素。</p>\n<p>还有在合规和安全方面,滴滴在司机准入门槛上加大了背景审查力度,为满足安全功能而在产品层面进行了200多项修改,包括一键报警、共享行程、司乘互黑互评以及安装智能安全设备等,更是在去年投入了近30亿元安全专项经费。这也就是说,基于未来业务的发展,尤其是在当前监管趋严的情况下,网约车平台要想扩展市场,仅靠短期补贴是不够的,还是做更多的长期投入,行业门槛会越来越高。</p>\n<p>根据全国网约车监管信息交互平台最新统计显示,今年6月订单量超过30万单的网约车平台共13家,订单合规率(指驾驶员和车辆均获得许可的订单量占比)最高的是如祺出行,最低的是方舟行,其中6月订单合规率增长排名前三分别是如祺出行、方舟行、花小猪出行,而下降最多的分别是曹操出行、享道出行、美团打车。</p>\n<p><b>最后,从竞争的对象来看,滴滴的多业务的布局和积累,已经建立了基本的护城河。</b>比如在解决司机运力以及用户体验方面,以往滴滴的运力更多来自于第三方平台(租赁公司),但如今随着滴滴定制网约车D1的出现,让其在司机和车辆方面有了更多的控制力。今年3月,D1首季度销量为5000台,而按照规划,滴滴将在2025年在全国各大城市普及100万台网约车定制车。</p>\n<p>一位在深圳开D1的滴滴司机告诉来咖智库,大多数用户对D1乘坐体验的反馈非常不错,而且身边已有很多人在做这样的全职网约车司机。“我现在基本上一个月流水能达到15000元,全月无休,每天开12个小时,扣除4500元租车费、1000元电费外,到手都是8000元以上,这已经超过很多白领的工资了。”</p>\n<p><b>还有出行矩阵方面,在滴滴出行App下架不能拉新的情况下,去年推出的“花小猪”成为拓客的主力,更是在下沉市场发力,这在一定程度上依然能够形成对其它网约车的制约。</b>截至2020年12月,花小猪”已经进入中国网约车乘客端活跃用户规模前三甲。</p>\n<p>另外,即便这个“补贴大战”真要打起来,滴滴也有足够的底气。<b>滴滴此前的招股书显示,截至2021年3月31日,滴滴账面持有234.68亿元现金及现金等价物,此外还有239.66亿元短期投资。从现金储备以及上市发行情况来看,滴滴账面上不算缺钱,但其它平台却要掂量下。</b>当然,滴滴和美团这两家体量最大的公司,如今都已经是上市公司,自然也不能像创业公司那样意气用事,以烧钱亏损换市场,更多考虑的是如何改善财务模型提升盈利水平。</p>\n<p><b>目前,滴滴面对的竞争对手虽然越来越多,但出于各自的目的,出行市场却很难再现当初疯狂烧钱补贴的景象。</b>在门槛越来越高的网约车市场,想入局网约车不仅要面临技术和资金的门槛,还有政策的壁垒,高门槛在保障了乘客的安全和便利之外,也一定程度上限制了网约车的竞争。</p>\n<p><b>结 语</b></p>\n<p>从上述的分析来看,滴滴在用户规模、技术储备以及资金实力等各方面,都处于明显的领先优势,下架所产生的“窗口期”虽然给其它平台予以成长机会,但因为实力相差甚远,只能说是形成骚扰,短时间内市场格局较难被撼动,当然这也取决于“窗口期”的时长。但我们更应该重视的是,因为安全审查原因滴滴被下架,这并非个案,而是全行业所应解决的问题,与其花大力气抢市场,还不如多保障信息安全和提升用户体验,这才是长久发展之道。</p>","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>滴滴下架之后,网约车是群狼噬虎还是蚂蚁啃象?</title>\n<style 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}\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滴滴下架之后,网约车是群狼噬虎还是蚂蚁啃象?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1033836721\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/563fe80617e2155fe6cacbfdd94d3d21);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">来咖智库 </p>\n<p class=\"h-time\">2021-07-15 15:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>还是熟悉的“双抢”配方,但短期恐难奏效。</b>\n</blockquote>\n<p>网约车的江湖,看似平静但又暗流涌动。</p>\n<p>日前滴滴旗下的20多款App遭遇下架,其留下的市场也被各家迅速争抢。这个争抢的名单中,不仅有重新上架的美团打车,还有高德打车、曹操出行、T3、享道出行、如祺出行等一众网约车平台。<b>一边是拿出补贴抢用户,另一边给出高额奖励抢司机,网约车平台们都趁着这个绝佳的窗口期,集体出动、猛烈进攻,似如群狼噬虎。</b></p>\n<p>“可以说是意料之中,毕竟在出行的刚需市场,谁都想分一杯羹,只是当面对市场明显占优的滴滴时,大家都缺少一个机会和口子。”有业内人士向来咖智库表示。<b>但从目前的行业发展、竞争门槛以及滴滴自身来看,这场即将启幕的“网约车大战”可能并不能如愿,短期内市场格局也很难被撼动。</b></p>\n<p></p>\n<p></p>\n<p></p>\n<p><b>01</b></p>\n<p></p>\n<p></p>\n<p></p>\n<p><b>又见“窗口期”</b></p>\n<p><b>还是熟悉的“双抢”配方</b></p>\n<p>滴滴出行每一次“出事”,就又给了其它网约车平台一次进攻的机会,如此前滴滴顺风车业务暂停期间,嘀嗒出行就实现了上位,这次“下架事件”也不例外,只是卷入了更多的网约车平台。<b>面对这次千载难逢的“窗口期”,网约车行业那种熟悉的“双抢配方”又来了,“非滴滴们”通过花式补贴和奖励的方式,抢用户、抢司机、打广告,同时扩大服务城市。</b></p>\n<p>7月7日起,有不少北京的用户收到了美团打车邀请用户使用的活动信息,这也被业内认为是美团抢市场的开始。美团的打车业务始于2017年,当时在北京、上海、成都、南京等部分城市上线美团APP打车入口。但到了2019年,美团为了控制亏损,在网约车业务中推出聚合模式后,将“美团打车”App在各大应用商城下架。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f49ce071cee9297da85887f7b37c53a3\" tg-width=\"524\" tg-height=\"499\"><span>【美团打车App时隔两年再次上架及用户邀请短信】</span></p>\n<p></p>\n<p>时隔两年,再次上架的“美团打车”App使用界面,与美团App内置的打车界面基本一致,并且会在输入行程的功能栏上方显示新人特权,特权则是优惠较大的新人红包,还有“邀请好友助力”等拉新活动。与此同时,美团App也在最近5天连续两次更新版本,并将“美团打车随机立减”的功能活动放在显著位置。</p>\n<p>目前,美团打车App的出行服务除了自家的美团快车外,还有其他出行平台的网约车服务,有23种车型可供选择,而打车开通服务城市包括北京、上海、成都、广州、深圳、杭州、南京、郑州、合肥、西安、太原、长沙、武汉、沈阳、厦门等100多个城市。</p>\n<p>除了美团,高德打车、T3出行、曹操出行、享道出行、如祺出行等网约车平台近期也通过广告投放、发放优惠券以及邀请裂变等方式,加大宣传力度抢占用户。来咖智库梳理发现,在微信朋友圈、短视频平台,高德打车喊出“能比价更便宜”的口号,针对新、老用户都给出折扣优惠;享道出行在朋友圈投放广告,强调“单单立减”、“新老用户皆可领取”;如祺出行给出新人礼包最高价值150元的优惠,并且还有好友邀请福利;曹操专车也推出“签到送优惠券和0.1元购买6折优惠券活动”……</p>\n<p><b>在拉新抢用户的同时,各大网约车平台在司机端的抢夺也“毫不手软”,以免佣、现金奖励或补贴等方式扩大司机队伍。</b>所谓“免佣”,是指平台免去司机的佣金,这对网约车司机来说,免佣就意味着到手收入的增加。曾经在网约车平台竞争的初期,免佣可说是吸引司机加入最常用的手段。比如7月12日,高德打车宣布在暑期推出“暑期免佣季”活动,7月至9月将采用多种形式的“免佣”,帮助司机增加收入,参与本次免佣季的网约车平台将超100家。而美团打车则面向全社会招募司机,给出首周1000元大奖、限时3天单单流水+20%的奖励。</p>\n<p>当然,面对友商们的“双抢”热情,滴滴也恢复了之前的奖励活动。<b>多位滴滴司机向媒体反映,最近滴滴司机的奖励也有提高,而且因为滴滴规模大,派单量最多,这些奖励也都能到手,但美团打车刚上线这两天,司机一天跑够29单才能拿100多元奖励,但是根本没有那么多单子,要拿到奖励很难。</b></p>\n<p>根据2020年10月交通运输部关于网约车平台的运营数据统计,滴滴出行在单月内就拿下了56200万笔订单,这已经远远超过了其余2-8位网约车平台的订单总和。<b>考虑到滴滴当前只是停止了新用户注册与应用下载,原有用户依旧可以正常使用。在绝对的用户习惯面前,其他网约车平台依旧难以撼动滴滴出行的地位。</b></p>\n<p>滴滴此前的招股书也显示,截至2021年3月31日,滴滴在过去12个月的中国年活跃用户和年活跃司机数量分别为3.77亿、1300万。2021年第一季度,滴滴中国出行业务拥有1.56亿月活用户,日均交易量为2500万次。</p>\n<p>一位网约车司机向来咖智库透露,自己平时也是几个网约车平台同时接单,但在时间上会错开,比如早晚高峰只用滴滴,但是平峰、低峰时就会打开其它接单平台。“接单首选肯定是滴滴,现在结款也比较快,其它都是B计划了。”</p>\n<p>不过对于网约车的“花式”奖励和补贴,无论是乘客还是司机,都还是抱着一种薅羊毛的心态。“别看现在这些平台都在搞各种补贴抢用户、抢司机,但要真有点规模之后就会取消了,甚至要求可能更严。而且你也不知这样的优惠活动会有多久,能省能薅就赶紧用,如果没了,那该怎么用就还怎么用。”</p>\n<p></p>\n<p></p>\n<p></p>\n<p><b>02</b></p>\n<p></p>\n<p></p>\n<p></p>\n<p><b>“网约车大战”要来?</b></p>\n<p><b>三点看懂战事终局</b></p>\n<p>7月以来各网约车平台的集体大促,很容易就嗅到“补贴大战”的前兆。据交通运输部全国网约车监管信息交互平台最新统计,截至6月30日,全国共有236家网约车平台公司取得网约车平台经营许可。那么这场网约车的“补贴大战”会不会打起来?最终的结局会是什么?我们从以下三点来分析下。</p>\n<p><b>首先,从基本面来看,市场发展阶段不同,补贴容易但用户心智难破。</b>在国内网约车出现之初,仅有滴滴、快的和Uber等几家,市场监管也尚不成熟,对于网约车的发展模式、业务类型以及用户体验等方面,各家也都属于探索期,除了补贴抢占市场外,也形成了各自的特色和用户群。但现在不同了,经历了一系列网约车事件和用户普及后,市场已经非常成熟,行业格局也稳定,比如滴滴发展成为全国性、全业务类型的网约车平台,且规模巨大,其它则是一些细分领域或者区域性的网约车平台。在“滴滴=网约车”的普遍认知下,其它网约车品牌已经很难再抢占用户心智,只能作为一种替补型。</p>\n<p><b>其次,从业务发展和进入门槛来看,数据、算法以及合规安全的要求,需要长期的投入和精耕细作。</b>网约车平台最重要的价值,就是提供了一种匹配用户需求与车辆供给的服务,但运力不足始终又是最突出的问题。就像滴滴和Uber在完成市场占领之后,现在主要都专注于更为精细的运营和服务,以便满足乘客、司机和平台这三方的利益诉求,并且采取技术创新的方式,将用户、运力以及订单等数据的充分应用和赋能到网约车业务中,这也让数据和算法成为网约车业务中不可替代的决定性要素。</p>\n<p>还有在合规和安全方面,滴滴在司机准入门槛上加大了背景审查力度,为满足安全功能而在产品层面进行了200多项修改,包括一键报警、共享行程、司乘互黑互评以及安装智能安全设备等,更是在去年投入了近30亿元安全专项经费。这也就是说,基于未来业务的发展,尤其是在当前监管趋严的情况下,网约车平台要想扩展市场,仅靠短期补贴是不够的,还是做更多的长期投入,行业门槛会越来越高。</p>\n<p>根据全国网约车监管信息交互平台最新统计显示,今年6月订单量超过30万单的网约车平台共13家,订单合规率(指驾驶员和车辆均获得许可的订单量占比)最高的是如祺出行,最低的是方舟行,其中6月订单合规率增长排名前三分别是如祺出行、方舟行、花小猪出行,而下降最多的分别是曹操出行、享道出行、美团打车。</p>\n<p><b>最后,从竞争的对象来看,滴滴的多业务的布局和积累,已经建立了基本的护城河。</b>比如在解决司机运力以及用户体验方面,以往滴滴的运力更多来自于第三方平台(租赁公司),但如今随着滴滴定制网约车D1的出现,让其在司机和车辆方面有了更多的控制力。今年3月,D1首季度销量为5000台,而按照规划,滴滴将在2025年在全国各大城市普及100万台网约车定制车。</p>\n<p>一位在深圳开D1的滴滴司机告诉来咖智库,大多数用户对D1乘坐体验的反馈非常不错,而且身边已有很多人在做这样的全职网约车司机。“我现在基本上一个月流水能达到15000元,全月无休,每天开12个小时,扣除4500元租车费、1000元电费外,到手都是8000元以上,这已经超过很多白领的工资了。”</p>\n<p><b>还有出行矩阵方面,在滴滴出行App下架不能拉新的情况下,去年推出的“花小猪”成为拓客的主力,更是在下沉市场发力,这在一定程度上依然能够形成对其它网约车的制约。</b>截至2020年12月,花小猪”已经进入中国网约车乘客端活跃用户规模前三甲。</p>\n<p>另外,即便这个“补贴大战”真要打起来,滴滴也有足够的底气。<b>滴滴此前的招股书显示,截至2021年3月31日,滴滴账面持有234.68亿元现金及现金等价物,此外还有239.66亿元短期投资。从现金储备以及上市发行情况来看,滴滴账面上不算缺钱,但其它平台却要掂量下。</b>当然,滴滴和美团这两家体量最大的公司,如今都已经是上市公司,自然也不能像创业公司那样意气用事,以烧钱亏损换市场,更多考虑的是如何改善财务模型提升盈利水平。</p>\n<p><b>目前,滴滴面对的竞争对手虽然越来越多,但出于各自的目的,出行市场却很难再现当初疯狂烧钱补贴的景象。</b>在门槛越来越高的网约车市场,想入局网约车不仅要面临技术和资金的门槛,还有政策的壁垒,高门槛在保障了乘客的安全和便利之外,也一定程度上限制了网约车的竞争。</p>\n<p><b>结 语</b></p>\n<p>从上述的分析来看,滴滴在用户规模、技术储备以及资金实力等各方面,都处于明显的领先优势,下架所产生的“窗口期”虽然给其它平台予以成长机会,但因为实力相差甚远,只能说是形成骚扰,短时间内市场格局较难被撼动,当然这也取决于“窗口期”的时长。但我们更应该重视的是,因为安全审查原因滴滴被下架,这并非个案,而是全行业所应解决的问题,与其花大力气抢市场,还不如多保障信息安全和提升用户体验,这才是长久发展之道。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/62943e6db06b31ff36255b22373e35e1","relate_stocks":{"09988":"阿里巴巴-W","03690":"美团-W","BABA":"阿里巴巴","DIDI":"滴滴(已退市)"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124700518","content_text":"还是熟悉的“双抢”配方,但短期恐难奏效。\n\n网约车的江湖,看似平静但又暗流涌动。\n日前滴滴旗下的20多款App遭遇下架,其留下的市场也被各家迅速争抢。这个争抢的名单中,不仅有重新上架的美团打车,还有高德打车、曹操出行、T3、享道出行、如祺出行等一众网约车平台。一边是拿出补贴抢用户,另一边给出高额奖励抢司机,网约车平台们都趁着这个绝佳的窗口期,集体出动、猛烈进攻,似如群狼噬虎。\n“可以说是意料之中,毕竟在出行的刚需市场,谁都想分一杯羹,只是当面对市场明显占优的滴滴时,大家都缺少一个机会和口子。”有业内人士向来咖智库表示。但从目前的行业发展、竞争门槛以及滴滴自身来看,这场即将启幕的“网约车大战”可能并不能如愿,短期内市场格局也很难被撼动。\n\n\n\n01\n\n\n\n又见“窗口期”\n还是熟悉的“双抢”配方\n滴滴出行每一次“出事”,就又给了其它网约车平台一次进攻的机会,如此前滴滴顺风车业务暂停期间,嘀嗒出行就实现了上位,这次“下架事件”也不例外,只是卷入了更多的网约车平台。面对这次千载难逢的“窗口期”,网约车行业那种熟悉的“双抢配方”又来了,“非滴滴们”通过花式补贴和奖励的方式,抢用户、抢司机、打广告,同时扩大服务城市。\n7月7日起,有不少北京的用户收到了美团打车邀请用户使用的活动信息,这也被业内认为是美团抢市场的开始。美团的打车业务始于2017年,当时在北京、上海、成都、南京等部分城市上线美团APP打车入口。但到了2019年,美团为了控制亏损,在网约车业务中推出聚合模式后,将“美团打车”App在各大应用商城下架。\n【美团打车App时隔两年再次上架及用户邀请短信】\n\n时隔两年,再次上架的“美团打车”App使用界面,与美团App内置的打车界面基本一致,并且会在输入行程的功能栏上方显示新人特权,特权则是优惠较大的新人红包,还有“邀请好友助力”等拉新活动。与此同时,美团App也在最近5天连续两次更新版本,并将“美团打车随机立减”的功能活动放在显著位置。\n目前,美团打车App的出行服务除了自家的美团快车外,还有其他出行平台的网约车服务,有23种车型可供选择,而打车开通服务城市包括北京、上海、成都、广州、深圳、杭州、南京、郑州、合肥、西安、太原、长沙、武汉、沈阳、厦门等100多个城市。\n除了美团,高德打车、T3出行、曹操出行、享道出行、如祺出行等网约车平台近期也通过广告投放、发放优惠券以及邀请裂变等方式,加大宣传力度抢占用户。来咖智库梳理发现,在微信朋友圈、短视频平台,高德打车喊出“能比价更便宜”的口号,针对新、老用户都给出折扣优惠;享道出行在朋友圈投放广告,强调“单单立减”、“新老用户皆可领取”;如祺出行给出新人礼包最高价值150元的优惠,并且还有好友邀请福利;曹操专车也推出“签到送优惠券和0.1元购买6折优惠券活动”……\n在拉新抢用户的同时,各大网约车平台在司机端的抢夺也“毫不手软”,以免佣、现金奖励或补贴等方式扩大司机队伍。所谓“免佣”,是指平台免去司机的佣金,这对网约车司机来说,免佣就意味着到手收入的增加。曾经在网约车平台竞争的初期,免佣可说是吸引司机加入最常用的手段。比如7月12日,高德打车宣布在暑期推出“暑期免佣季”活动,7月至9月将采用多种形式的“免佣”,帮助司机增加收入,参与本次免佣季的网约车平台将超100家。而美团打车则面向全社会招募司机,给出首周1000元大奖、限时3天单单流水+20%的奖励。\n当然,面对友商们的“双抢”热情,滴滴也恢复了之前的奖励活动。多位滴滴司机向媒体反映,最近滴滴司机的奖励也有提高,而且因为滴滴规模大,派单量最多,这些奖励也都能到手,但美团打车刚上线这两天,司机一天跑够29单才能拿100多元奖励,但是根本没有那么多单子,要拿到奖励很难。\n根据2020年10月交通运输部关于网约车平台的运营数据统计,滴滴出行在单月内就拿下了56200万笔订单,这已经远远超过了其余2-8位网约车平台的订单总和。考虑到滴滴当前只是停止了新用户注册与应用下载,原有用户依旧可以正常使用。在绝对的用户习惯面前,其他网约车平台依旧难以撼动滴滴出行的地位。\n滴滴此前的招股书也显示,截至2021年3月31日,滴滴在过去12个月的中国年活跃用户和年活跃司机数量分别为3.77亿、1300万。2021年第一季度,滴滴中国出行业务拥有1.56亿月活用户,日均交易量为2500万次。\n一位网约车司机向来咖智库透露,自己平时也是几个网约车平台同时接单,但在时间上会错开,比如早晚高峰只用滴滴,但是平峰、低峰时就会打开其它接单平台。“接单首选肯定是滴滴,现在结款也比较快,其它都是B计划了。”\n不过对于网约车的“花式”奖励和补贴,无论是乘客还是司机,都还是抱着一种薅羊毛的心态。“别看现在这些平台都在搞各种补贴抢用户、抢司机,但要真有点规模之后就会取消了,甚至要求可能更严。而且你也不知这样的优惠活动会有多久,能省能薅就赶紧用,如果没了,那该怎么用就还怎么用。”\n\n\n\n02\n\n\n\n“网约车大战”要来?\n三点看懂战事终局\n7月以来各网约车平台的集体大促,很容易就嗅到“补贴大战”的前兆。据交通运输部全国网约车监管信息交互平台最新统计,截至6月30日,全国共有236家网约车平台公司取得网约车平台经营许可。那么这场网约车的“补贴大战”会不会打起来?最终的结局会是什么?我们从以下三点来分析下。\n首先,从基本面来看,市场发展阶段不同,补贴容易但用户心智难破。在国内网约车出现之初,仅有滴滴、快的和Uber等几家,市场监管也尚不成熟,对于网约车的发展模式、业务类型以及用户体验等方面,各家也都属于探索期,除了补贴抢占市场外,也形成了各自的特色和用户群。但现在不同了,经历了一系列网约车事件和用户普及后,市场已经非常成熟,行业格局也稳定,比如滴滴发展成为全国性、全业务类型的网约车平台,且规模巨大,其它则是一些细分领域或者区域性的网约车平台。在“滴滴=网约车”的普遍认知下,其它网约车品牌已经很难再抢占用户心智,只能作为一种替补型。\n其次,从业务发展和进入门槛来看,数据、算法以及合规安全的要求,需要长期的投入和精耕细作。网约车平台最重要的价值,就是提供了一种匹配用户需求与车辆供给的服务,但运力不足始终又是最突出的问题。就像滴滴和Uber在完成市场占领之后,现在主要都专注于更为精细的运营和服务,以便满足乘客、司机和平台这三方的利益诉求,并且采取技术创新的方式,将用户、运力以及订单等数据的充分应用和赋能到网约车业务中,这也让数据和算法成为网约车业务中不可替代的决定性要素。\n还有在合规和安全方面,滴滴在司机准入门槛上加大了背景审查力度,为满足安全功能而在产品层面进行了200多项修改,包括一键报警、共享行程、司乘互黑互评以及安装智能安全设备等,更是在去年投入了近30亿元安全专项经费。这也就是说,基于未来业务的发展,尤其是在当前监管趋严的情况下,网约车平台要想扩展市场,仅靠短期补贴是不够的,还是做更多的长期投入,行业门槛会越来越高。\n根据全国网约车监管信息交互平台最新统计显示,今年6月订单量超过30万单的网约车平台共13家,订单合规率(指驾驶员和车辆均获得许可的订单量占比)最高的是如祺出行,最低的是方舟行,其中6月订单合规率增长排名前三分别是如祺出行、方舟行、花小猪出行,而下降最多的分别是曹操出行、享道出行、美团打车。\n最后,从竞争的对象来看,滴滴的多业务的布局和积累,已经建立了基本的护城河。比如在解决司机运力以及用户体验方面,以往滴滴的运力更多来自于第三方平台(租赁公司),但如今随着滴滴定制网约车D1的出现,让其在司机和车辆方面有了更多的控制力。今年3月,D1首季度销量为5000台,而按照规划,滴滴将在2025年在全国各大城市普及100万台网约车定制车。\n一位在深圳开D1的滴滴司机告诉来咖智库,大多数用户对D1乘坐体验的反馈非常不错,而且身边已有很多人在做这样的全职网约车司机。“我现在基本上一个月流水能达到15000元,全月无休,每天开12个小时,扣除4500元租车费、1000元电费外,到手都是8000元以上,这已经超过很多白领的工资了。”\n还有出行矩阵方面,在滴滴出行App下架不能拉新的情况下,去年推出的“花小猪”成为拓客的主力,更是在下沉市场发力,这在一定程度上依然能够形成对其它网约车的制约。截至2020年12月,花小猪”已经进入中国网约车乘客端活跃用户规模前三甲。\n另外,即便这个“补贴大战”真要打起来,滴滴也有足够的底气。滴滴此前的招股书显示,截至2021年3月31日,滴滴账面持有234.68亿元现金及现金等价物,此外还有239.66亿元短期投资。从现金储备以及上市发行情况来看,滴滴账面上不算缺钱,但其它平台却要掂量下。当然,滴滴和美团这两家体量最大的公司,如今都已经是上市公司,自然也不能像创业公司那样意气用事,以烧钱亏损换市场,更多考虑的是如何改善财务模型提升盈利水平。\n目前,滴滴面对的竞争对手虽然越来越多,但出于各自的目的,出行市场却很难再现当初疯狂烧钱补贴的景象。在门槛越来越高的网约车市场,想入局网约车不仅要面临技术和资金的门槛,还有政策的壁垒,高门槛在保障了乘客的安全和便利之外,也一定程度上限制了网约车的竞争。\n结 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