The market pattern of online car rental or changes

The online car market is active again. Those who entered the field of online vehicle in this round to compete, there are two giants of Huawei and Tencent, and they also entered in the form of aggregation platform. Compared with self -operating power, the operating cost of the aggregation platform mode is low, which can quickly expand the capacity pool. The disadvantage of the third -party aggregation platform model is also very obvious, such as the quality of the service in the online car entry platform is uneven and the difficulty of supervision.

In fact, since the second half of last year, in order to seize the market, many domestic second -line online car platforms have made efforts, and Ali has bet the travel market; Cao Cao and T3 have received a lot of financing ... At the same time, new players have continued to enter, and Make the online car market competition more and more intense. Industry insiders pointed out that this also means that the newly entered Tencent and Huawei must seize the market share between the existing platforms.

Huawei and Tencent do more traffic business

It is understood that at the Hongmeng 3.0 conference held on July 27, Huawei announced that the HarMonyOS 3 atomic service "PETAL Travel" was concentrated, which aggregated the service providers such as Shouqi Emot and Shenzhou special car. Huawei does not directly provide capacity, and the specific service is provided by third -party partners. The reporter observed that "Tencent Travel Service" appeared in the WeChat APP "service"-"traffic". In this interface, in addition to taxi services, it also includes refueling charging, calling for driving, bus subway, car rental and so on. According to a tweet from the "Tencent Travel Service" public account in July, taxi service was launched in March and has covered more than 100 cities across the country.

The market is not surprising about Huawei and Tencent's launching aggregate network car entry platform. Although Huawei repeatedly reiterated its "not building a car", the Hongmeng system developed and cooperated with Selis has launched a number of models, indicating that it has "arranged" in the automotive market.

The reporter downloaded and installed the Petal travel crowdfunding version and found that the map data it used was a Petal map under Huawei.

Insiders believe that, compared to Didi Chuxing's taxi software, Huawei's Petal travel benchmarking is a polymerization platform such as Gaode taxi, and the online car ride market is cut into the online car market through the function of map navigation. On the other hand, through the rich map of the map of travel business, the future may be conducive to its development of autonomous driving.

As for Tencent, WeChat has a huge number of users and traffic, and access to travel service providers to provide taxi services is also in line with market logic.

The reporters entered the same starting point and end point in Huawei Petal, and Tencent's travel services. Petal travels shows a economy, two comfortable options, and you can also choose 6 business and luxury types. Among them, the economy is a car of Shouqi car. The estimated price is 47.20 yuan; A type of economy is a car from Ruqi. The estimated price is 54.18 yuan.

The operating cost of the aggregation platform mode is low but it is difficult to regulate

Because there is no fleet, the third -party aggregation platform can cut into the online car market through traffic advantages and light asset models. Compared with self -operating power, the operating cost of the aggregation platform model is low, there are many access to service providers and large volume, which can expand the capacity pool.

However, there are also many problems in the development of the aggregation platform. Industry insiders pointed out that compared with the independent online car rental platform, the disadvantage of the third -party aggregation platform model is also very obvious. For example, the quality of service in the online ride -hailing platform is uneven, the difficulty of supervision, and the unclear responsibility division.

The reporter noticed that many places also rectified the compliance issues of the aggregate platform. For example, in June, the road traffic management department of Yichang City issued a punishment letter to the head aggregation platform.

In order to promote the relevant requirements of the industry to implement the Ministry of Transport and promote the high -quality development of the online car rental industry. On January 4, 2022, the Standardization Committee of the China Urban Public Transport Association was formally established for the "Specificational Specifications for the Operation and Service of the Online Reservation Taxi Information Platform Operation Platform" and publicly solicited standards for the establishment of standards for the society.

Increased competition in the online car market

In fact, since the second half of last year, in order to seize the market, many domestic second -line online car platforms have made efforts, and Ali has bet the travel market; Cao Cao and T3 have received a lot of financing ... At the same time, new players have continued to enter, and Make the online car market competition more and more intense.

This also means that it is not easy for the newly entered Tencent and Huawei to seize the market share between the existing platforms.

At the same time, since 2022, regulators have been strengthening the supervision of the online car rental platform. On February 14th, according to the official news of the Ministry of Transport, 8 departments including the Ministry of Transport, the Ministry of Industry and Information Technology, and the Ministry of Public Security jointly revised and issued the "Notice on Strengthening the Council of the Taxi Industry before the incident of the re -taxi industry. 》》, Improved the joint supervision of the entire chain in the event of multiple departments, and refined the disposal measures and the operation process to facilitate the implementation of relevant departments at all levels.

Data highlight

According to the official WeChat of the Ministry of Transport, the basic situation of the operation of the online car rental industry in June was released: According to statistics from the online car supervision information interactive platform, as of June 30, 2022, a total of 277 online car rental platform companies in the country obtained online car rental car rental vehicles. The platform operating permits increased by 3 month -on -month; a total of 4.53 million driver permits were issued in various places and 1.837 million vehicle transportation certificates were issued, with a month -on -month increase of 3.1%and 4.3%, respectively.

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