Which of the self -employment model and aggregation mode of the online car industry in various ways is more fragrant?

Recently, Meituan took a taxi in Shanghai to officially access Tencent's travel, which aroused the attention of the industry; on September 21, the T3 travel of the head of the online car bolts announced the public operation of the Robotaxi (autonomous taxi) in Suzhou in Suzhou , Apply the autonomous driving technology on the online car platform.

For a while, the market -lover market was lively. Observatory data shows that in August just in the past, the number of orders in the online car rental industry reached a new high, and players from all walks of life have also deployed. The giant Huawei and others have also been involved in it.

A practitioner told the "Securities Daily" reporter, "Although there are many newcomers, no one in the industry has pursued the scale, mainly because the capital market no longer values, and the investor’s investment logic has also changed. Putting the focus on profitability, for example, some companies no longer highlight the user scale in the prospectus, but highlight the quarterly profitability. In addition, from the perspective of regulatory levels, they do not encourage each family to expand the scale again; from For the C -side user, everyone's habits have also been solidified. At present, the most test of each platform is its traffic monetization ability, which is reflected in whether the platform has sufficient stickiness for drivers. "

Meituan taxi chooses to continue cooperation with Tencent travel

The development of online car rental has entered a new stage, and the aggregation taxi platform has attracted much attention. On September 16, Meituan taxi announced that following Hangzhou, Zhengzhou, and Chongqing, it officially access to Tencent's travel service platform in Shanghai. This is another important action since Tencent's launch of the aggregation platform taxi mode. The two parties will carry out new explorations in combination with their own users and capacity advantages in the field of online car travel. As of now, Tencent's travel service has included online car service providers such as Meituan taxi, T3 travel, Cao Cao travel, Shouqi car entry.

In this regard, the relevant persons of Meituan told the "Securities Daily" reporter, "Meituan taxi access to Tencent's travel provides rich capacity support. The interconnection between the platform meets the needs of users. The service guarantee capabilities can promote industry self -discipline and standardized development. "It is reported that Meituan taxi is currently connected to Tencent with self -operated network -loading capacity. In terms of price, the starting price of Meituan taxi is more favorable than other platforms.

"The reason why Meituan takes a taxi to cooperate with us is mainly to see two points. First, Tencent's travel service is an open platform, open and equal access to all parties, and do not end the field to make an online car. Car transportation is all partners of Tencent's travel services; second, Tencent's travel service has WeChat ecological mass traffic and accurate scenes. "Tencent relevant persons told the Securities Daily reporter," , Continue access to the industry's compliance capacity to help the industry connect users more efficiently. "

Reports recently released by Analysys Analysis show that in August, the overall order volume of China's online car travel market reached 703 million, an increase of 1.1%month -on -month and 9.3%year -on -year. Because most users still take the Meituan APP as the main entrance, MAU is low. "In fact, Meituan is still a bit concerned about doing a taxi business by itself, unlike Gaode." The above practitioners pointed out that "Tencent Travel is currently only testing the water and adjusted the structure, but the development strategy is not very clear. But it will be clear by the end of this year. "

Industry concentration or further improvement

Chen Liteng, a digital life analyst at the E -Commerce Research Center of the Internet Scriptures, told a reporter from the Securities Daily, "Since the development of the Internet car industry has developed, three development models have been formed: the first category, pure self -operated travel platform, such as Didi Chuxing, such as Didi Chuxing Cao Cao travels, Ruqi travel, T3 travel, etc.; The second category, self -employment+aggregation travel platform, such as Meituan taxi; the third category, pure aggregation travel platform, such as Gaode taxi, Baidu map, etc. "."

The aggregation mode can use the map software as the traffic port in the field of travel, which can help solve the traffic problem and obtain more users. From the perspective of the aggregation platform, it has reduced the cost of operating expenditure. Help itself to realize traffic monetization and increase user stickiness to nurture its own business; for users, one -stop taxi services also save a lot of time and energy.

However, there are many problems in the development of the aggregation platform. "Whether the online car information aggregation platform needs to obtain the business license of the online car rental platform, how to determine the right and obligations between the information aggregation platform and the access to the network car rental platform company, etc., all need to be discussed." Chen Liteng said, " In addition, for the platform, the long -term value of self -employment is greater. To obtain orders through the aggregation platform, if you cannot switch to users of your own brand, you will eventually work for the aggregation platform. "

The high -level investment adviser of Donggao Technology told the reporter of the Securities Daily, "The aggregation platform is based on a huge traffic advantage, which is relatively easy to retain such platforms. Experience. With sufficient capacity and professional driver services, the self -operated platform is more likely to win the trust of customers in terms of compliance and service quality. "

Jiechong said, "At present, other online car rental platforms are equal in competitiveness. In the future, the online car rental industry will definitely develop in a more standardized and healthier direction. Therefore The competition in the bicycle market must be centered on compliance and service quality. It can be expected that each platform will coexist and develop, but the concentration of the industry will be further improved. "In terms of business model The current situation of deep integration appeared.

In this regard, Jiechong believes that the future online car rental market is likely to adopt a hybrid mode, that is, the aggregation+self -employment model. "From the perspective of the regulatory level, the management of the regulatory authorities for the aggregation platform is strengthening. Under the strong supervision, it will be strong. Forcing the aggregation platform and self -employed platform to invest more resources in compliance construction and quality services. The traffic advantage of the aggregate platform is effectively integrated with the capacity, compliance and service capabilities of the self -employed platform. There is a promising direction. "

当前网约车市场需求和运力供给大体处于平衡状态，但揭冲认为，由于网约车市场运力供给还在快速扩张中，未来很可能会呈现出供大于求的格局，且后续需求增速或It will slow down.

The above -mentioned practitioners also pointed out that "the ordering entrance to the online car rental industry is actually very open, and it will be more open in the future, and the platform should pay more attention to the driver's retention, because the settlement of orders depends on where the driver is answered, money Only to which platforms will be left. Therefore, the platform improvement is very critical to the driver's service capabilities. "(Securities Daily)

Our reporter Xu Jie

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