Tencent Huawei joined the taxi war: online car rental restarts the "Warring States Period", giants bring their own traffic to enter the market

Earlier, the online car rental market, which was undercurrent, became lively because of the new actions of Huawei and Tencent, as well as the official announcement of the online car rental platform and the official announcement of autonomous driving companies.

On September 21, Cao Cao's travel with Geely and Autonomous Driving Company, Xiao Ma Zhixing reached a strategic cooperation to jointly promote the commercial landing application of Robotaxi (autonomous driving taxi) in the open scene. "In mid -December this year, Suzhou users can travel to Cao Cao's travel vehicles. The vehicles are constructed at the standard of L4, but there are still assistance of safety officers." Cao Cao told the "Huaxia Times" reporter. On the same day, T3 also announced the public operation of Robotaxi with Qingzhou Zhihang in Suzhou.

The industry is more concerned about the continuous increase of the two major Internet giants in Huawei and Tencent. On September 16, Meituan took a taxi to officially access Tencent's travel service platform in Shanghai. Prior to this, the two had cooperated in cities such as Hangzhou, Zhengzhou, and Chongqing. After more than a month of launching in Huawei Petal, it has also covered several major first -tier cities in Beijing, Shanghai, Guangzhou and Shenzhen. When more and more giants holding massive traffic enter the crowded online car market, the competition pattern that was originally shared by Didi to collect most of the market share, and it was not easy to be shaken.

Why is the giant entered the game

At present, Tencent Travel does not have an independent app and its own capacity. Instead, it adopts a aggregate taxi mode of light assets, that is, providing the entrance through WeChat, accessing multiple travel service providers in different cities, and providing vehicles and drivers by service providers.

On September 22, the reporter saw in the Tencent Travel Service Mini Program that Tencent Travel provided five services including economy, preferred, comfortable types, business types, and luxury types in Beijing. Sunshine travel, Shouqi car and Cao Cao travel.

In Shanghai, Hangzhou, Zhengzhou and other regions, there are more operators in their access. Take the Shanghai Troupe's caring Shanghai as an example. In addition to the newly access Meituan taxi and the above three travel service providers, Tencent Travel also includes T3 travel, tick travel, and Shenzhou special car. In addition to the above five services, Shanghai and other regions have increased the ultra -benefit service provided by T3 travel and taxi services provided by Tick Travel.

Public information shows that Tencent Travel has launched a taxi service as early as March. At that time, Tencent added the "taxi" service in the WeChat Jiugongge's "travel service" module, which has covered more than 100 cities across the country by July.

Another Internet giant Huawei also adopted a polymerization mode in the online car track. Huawei's latest action in the field of travel is that recently, Huawei ’s aggregate taxi platform PETAL, a self -developed map, was officially launched to operate, and supported in many cities in Beishang, Guangzhou and Shenzhen. This is after the launch of Petal in July this year, the platform has officially started to provide users with online car rental services.

According to the reporter's understanding, users do not need to download the relevant APP, but can enter through the service card and use it in cooperation with multiple terminals such as Huawei mobile phones, watches, tablets and other terminals. But as of now, the Petal platform can only be used in the Huawei system, and it has not yet launched in the Android and Apple mobile phone market.

One of the reasons why the aggregation model attracted the giant is that the operating model of its light assets reduces the threshold for the entry of the enterprise, and giants with traffic and technical advantages do not need to end in person. They only need to provide a platform to use relatively low ones to use relatively low ones Operating costs are connected to many service providers and transform their own flow into income.

"Especially the two giants of Huawei Tencent also have their own map software. It is almost hand -to -hand to do a taxi. And the risks are controllable and controlled. As long as you do well, your income is very considerable." Han said to the reporter of "Huaxia Times".

Observatory analysis believes that Huawei's launch of the online car track is not in the online car rental business itself, but to nurture its map business through the online car rental business to enhance the map business experience, and then provide help for Huawei's networking business.

Jiang Han expressed his recognition of this view. He analyzed the reporter of the Huaxia Times that what Huawei is currently doing is to activate his mobile phone ecosystem, from making money through hardware, gaining better development, and becoming developed from software. Making maps has become its inevitable development. Meituan accesss Tencent's traffic, customers and new markets. Tencent has obtained a variety of user services to further enhance the user contact of Tencent's ecology. Therefore, the two are the relationship between complementary advantages, mutual benefit and win -win.

He said that Huawei's advantage is its mobile phone ecosystem and more than 300 million users. Tencent's advantage is that WeChat has the advantage of surpassing systems. But the disadvantage is that the service level, service capabilities, and user experience can really achieve professional platforms such as Meituan and Gaode.

Two model disputes

At present, the aggregation model has gathered platforms such as Baidu, Meituan, Gaode, and the entry of the two giants of Huawei and Tencent not only means that the aggregation model is more active, the market space is continuously expanded, but also the difficulty of platform supervision.

From 2010 to officially launched, the domestic online car rental industry has developed for more than ten years. At present, the industry has different different operating models. Generally speaking, it is divided into self -operated platforms such as Cao Cao's travel and T3 travel; the aggregation platform, including Gaode taxi and Baidu maps, and self -employment and Meituan taxi such as Didi and Meituan. The travel platform that is aggregated is doing.

Among them, the aggregate taxi mode appeared around 2017. The Gaode Map was the first to launch a polymerized taxi operation mode in the industry. Baidu Map followed closely and launched a polymerization taxi service in October of that year. Market competition pattern. In 2019, Meituan taxis and Didi Chuxing have also announced the launch of the aggregate taxi mode and access to mainstream travel service providers such as Shouqi Ride and Cao Cao. However, the aggregate taxi platform that plays online matching is also due to uneven service quality in the online car entry platform, and there are compliance problems such as difficulties in the management of third -party platforms.

According to statistics from the online car rental supervision information interactive platform, in August this year, 7 major aggregation platform compliance rates including Ctrip, Tencent Travel, Didi Chuxing, and Meituan taxis are generally lower than the self -operated model platform. Specifically, among the top ten online car rental platforms in the online ride -hailing industry, the highest order compliance rate is Ruqi out, reaching 94.4%; and in the aggregate platform, Ctrip compliance compliance with the highest order compliance rate The rate is 76.4%.

However, since the second half of this year, the aggregation platform has officially ushered in strong supervision. In August of this year, when the transportation department interviewed 11 online car dating platforms, it first mentioned the aggregation platform rights. The aggregation platform is required to ensure that the access to the online car rental platform meets the relevant regulations; when a security incident occurs, the aggregation platform company shall fulfill the responsibility for compensation in accordance with the law.

This means that even if the aggregate taxi platform only provides information services, it does not directly manage the driver, and it needs to bear the corresponding responsibility.

On September 21, Tencent said to the "Huaxia Times" reporter: "Tencent's travel service does not end the online car rental capacity, but is based on WeChat ecology and connects to compliance platforms with open product forms to help the industry Connect users more efficiently. The platform strictly follows the relevant national laws and regulations. For online car partners who settled in, it is necessary to go through a strict compliance review process. "

Internet analyst Ding Dao Master Dao Dao, a reporter from the China Times, believes that the admission of the aggregation model still needs to be better for the industry. "After the aggregation mode appears, some small and medium -sized online car entry platforms can be convenient and fast, or even get orders at low cost. For users, the existence of the aggregation platform has improved the efficiency of taxi and has a variety of taxi options."

Jiang Han believes: "In the future, the self -employment and aggregation of online car rental will coexist for a long time, or each has its own focus. The advantage of the aggregation is to provide services by multiple operators, but if there are not enough self -operated markets, the aggregation does not do it at all. Get up, so the basis of aggregation is self -employment. "

Source: Huaxia Times

Edit: Xing Zhibin

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