The online car aggregation platform is folds.

In mid -to -late July, Tencent and Huawei announced the news that it entered the online car market with a polymerization platform model, causing industry vibration. Although the taxi business of Tencent and Huawei has just begun to lay out, due to the influence of the two companies in the Internet industry, it is expected that it has a great deterrent to the online car market.

Author: Wang Shuaiguo

Figure: Tuwa Creative

The online ride -hailing market, which was originally unable to calm down again. The two major Internet giants entered the venue almost at the same time. In mid -to -late July, Tencent and Huawei announced the news that it entered the online car market with a polymerization platform model, causing industry vibration.

Although the taxi business of Tencent and Huawei has just begun to lay out, due to the influence of the two companies in the Internet industry, it is expected that it has a great deterrent to the online car market. Earlier, Gaode, which operated the ride -hailing car in a polymerization mode.

On August 4, a insider Gaode said to the reporter of the Economic Observer: "(Tencent and Huawei) The aggregation platform (thing), today (company) just opened the meeting. Data. "From this statement, it can be seen that Gaode, the" inventor "of the aggregation platform, has prepared to meet the new opponent.

Tencent and Huawei first -involved in the online car entry

For the Internet giants that cut into the online car market with aggregation models, they will usher in two powerful opponents. But Tencent and Huawei have not yet formed a real influence in the market. "Tencent has also started to get online? Then I really don't know." "Huawei Application Mall can't find Petal travel." For Tencent and Huawei recently launched online car aggregation platform business, some practitioners and consumers I don't know.

On July 27th, at the Hongmeng 3.0 conference, Huawei announced that HarmonyOS3 was officially launched on Petal. This is an independent developed by Huawei and the first Hongmeng travel service that supports multi -device circulation. It does not need to be downloaded (used through the Huawei terminal service card). It can be used in collaborative use between mobile phones, watches, tablets, PCs and other equipment.

It is understood that PETAL travel has gathered service providers such as Shouqi Vehicle, Shenzhou special car, and T3 travel. Huawei does not directly provide capacity, and the specific service is provided by third -party partners. It is reported that Petal travel has opened taxi services in Beijing, Shanghai, Guangzhou, Shenzhen and other cities. However, at the Huawei mobile phone, no matter in Huawei Application Mall or other channels, the reporters did not find Petal travel.

Before Huawei, Tencent officially announced on July 12 that the taxi service was launched in March this year. The business model is similar to Huawei. Tencent does not operate the vehicle and the driver. Essence

Tencent's travel service is the same as Petal. There is no dedicated app. It can be used by Tencent's travel service applets launched by WeChat. It is reported that Tencent's travel service has now covered more than 100 cities across the country. At present, there are not many online car rental platforms, and the cooperation platforms of each city are also different, mainly including T3 travel, Cao Cao travel, sunlight travel, Wanshun screaming, Shouqi car, Haro travel, Ruqi travel travel, Ruqi travel Wait.

On August 2nd, the reporter tried to use Tencent's travel service applet to travel in Beijing. The journey was to take a taxi from a community in Beijing to Beijing Station. According to Tencent's travel service, only Cao Cao travels, sunshine travel, and Shouqi for the currently accessing platforms currently accessing in Beijing. The types of vehicle include 3 types of economy, preferential types and comfort. The estimated prices of the 38.82 yuan, 42.25 yuan (discount 4.69 yuan) and 46.23 yuan for the three platforms of travel and Shouqi will be 38.82 yuan, respectively.

In contrast, a taxi on the Gaode Map with the same aggregation platform, the price is more favorable and can choose more platforms. There are 7 economic models near the time of Gaode travel. Between 33 yuan, the average discount was 5 to 7 yuan, of which Cao Cao's travel estimation price was 31 yuan (discount 6 yuan), and the estimates of sunlight travel was 33 yuan (discount 5 yuan). Even if the discount is removed, Gaode travel services are still cheaper than Tencent's travel services.

At the same time, at the same time, on Didi Chuxing, the estimated price of Didi Express is 36.63 yuan, which is also cheaper than Tencent's travel services. In addition, Gaode Travel and Didi Chuxing also offers a variety of options such as special vehicles, special carpooling, and special express vehicles. Its price is more favorable than ordinary express cars and economy cars.

Due to the small number of settled platforms, from the waiting time, the experience of Tencent's travel service is also not as good as Didi Chuxing and Gaode travel. The car needs to wait 8 minutes, and Didi Chuxing only needs to wait 4 minutes.

Although Tencent's travel service has not had an advantage in terms of price and service experience, the participants in the online car market will also feel pressure to face the huge traffic carried by Tencent. There is a huge variable online car market, or it will set off a "bloody storm" again.

The wind and controversy of the aggregation platform

From the year of the establishment of the ride -to -ride ancestor in the industry (2010), it has been developed for 12 years. From the "burning money war" between the most well -known Didi and fast to the US stock market in 2021. The online car industry is always in a shock.

In terms of operating mode, according to the team and driver, the online car rental platform can be roughly divided into two types: online car platform and third -party aggregation platform. Among them, the third -party aggregation platform model is an Internet company headed by Gaode in 2017. It is called the "platform platform" by the industry as a "platform platform" for a link to cut into the online car market. Because there is no fleet, the third -party aggregation platform can cut into the online car market through traffic advantages and light asset models. It can enrich its own use scenarios, increase the frequency and stay duration of users using APP, and can also promote traffic monetization.

The core of this mode logic is the traffic of the platform itself. Tencent and Huawei entered the online ride -hailing market. Compared with Gaode and Meituan, their traffic advantages are more obvious. Data show that as of March 31, 2022, the monthly active account of WeChat and WeChat (foreign version of WeChat) was 1.29 billion; as of December 31, 2021, Huawei terminals exceeded 730 million monthly live users. As of June 2021, the number of monthly active users of Gaode Map was 600 million; in January 2022, the Metropolitan APP monthly active users were 127 million.

Gaode and Meituan are closely related to travel -related consumption scenarios in terms of business. Among them, Gaode taxis hatched the Map app Gaode Map with the largest number of users in the country. Meituan taxi also fits its positioning of its local life service platform. In contrast, the use scenarios of Tencent and Huawei are not highly related to travel. Huawei joined the online car rental market, intending to improve the layout of Huawei Autonomous Driving+Car+Travel.

Usually, the settlement of the aggregate platform is a small and medium -sized online car -related car company with a small scale, and a taxi company with small users and online intensive taxi companies. They lack traffic support and difficult to compete with Didi Chuxing and Cao Cao. Therefore Large traffic platforms survive. The addition of Tencent and Huawei has provided new choices for these SMEs.

However, compared with the independent online car platform, the disadvantage of the third -party aggregation platform model is also very obvious. For example, the quality of the service in the online ride -hailing platform is uneven, the difficulty of supervision, and the unclear responsibility division.

In June of this year, a female college student in Zhengzhou was impacted by a heavy truck when a car was issued by the Gaode taxi platform. The accident died of a car accident. Later, the local traffic police detachment was determined that the truck driver was fully responsible, and the driver who was like traveling did not need to take responsibility.

Subsequently, the survey results of the relevant departments showed that the lack of relevant documents for the online car ride by the deceased was illegal passenger, and Gaode did not do a good job in the process of taxi. The incident triggered the industry's thinking about the division of the responsibility of the aggregation platform and the online car rental platform after problems.

Therefore, the expansion of the market market market market expansion, whether it can promote the healthy development of the industry, depends on whether it can solve the problem of compliance, the profit of small and medium -sized enterprises, and the rights of drivers and passengers. For ordinary taxi users, it is more concerned whether Tencent and Huawei and other more aggregation platforms entering the online car market can bring better experiences in terms of safety and comfort.

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