Why did Huawei Tencent enter the game again?

The new forces stirred the online car to get the second half.

Text ｜ Chen Qiaohui

Cover Source ｜ Vision China

Source ｜ Tech Planet (ID: Tech618)

New forces of the online car market lined up.

Recently, the travel market is so lively. Not long ago, Huawei quietly entered the online ride -hailing market and launched the "Petal Travel" at the membership center. The test was less than one month. On July 27, at the Hongmund 3.0 conference, Huawei announced that HarMonyOS 3 was officially launched on Petal. It is reported that PETAL travel adopts a polymerization mode and currently access platforms such as Shouqi Ride and T3 travel, which means that Huawei officially enters the online car market.

Subsequently, Tech Planet was exclusively informed of "Tencent Traveling in WeChat internal test taxi business", and Tencent Travel Test the travel function of "WeChat taxis" in the "travel service" column of the WeChat payment page.

Recently, the Chinese Trademark Network of the National Intellectual Property Office of the National Intellectual Property Office found that Beijing Litong Travel Technology Co., Ltd., a wholly -owned related company of Gaode Map, applied for multiple graphic trademarks with "Rocket Travel" on July 12th It may be possible to plan a new layout in the travel market.

Players of online car rental began to be eager to try.

The person in charge of a certain area of ​​T3 told the TECH Planet: The entry of the new taxi platform brings new convenience to users' travel, and also brings new vitality and challenges to self -operated taxi and aggregating taxi platforms. Behind the traffic is still the competition for traffic, the second half of the online taxi has begun.

The online car market ushered in new forces

The queues of new online car players are undoubtedly to grab the share in the new pattern of the online car. Among the new players, the two major factories of Tencent and Huawei have attracted much attention from the industry.

This time, the taxi function tested by Tencent Travel in WeChat is still in the stage of gray testing. According to people familiar with the matter, this function relying on the WeChat ecology and open -access compliance travel service providers to provide users with aggregation for users to provide users with aggregation Traveling services are not Tencent for a taxi service.

Tech Planet learned that in June, the self -operated online car entry platform "Wanshun Cars" reached a cooperation with Tencent. Currently, in Chengdu, Wuhan and other regions, users can enjoy Wanshun's service in Tencent's travel service. Industry analysts believe that, as a subsidiary of Tencent's travel service platform, Tencent travel and WeChat have a huge traffic, which means that Tencent's travel can get more costs to obtain users.

It is worth noting that in the taxi function interface of Tencent, the word "WeChat taxi · preferred travel" that appeared in less than a year has now changed to "Tencent Travel Service Dating". Industry insiders believe that Tencent's travel originally hoped to use "WeChat" to better drain in the initial stage.

In fact, Tencent began to be an online car aggregation platform as early as 2020. The first is to do a one -stop polymerization travel service platform in the Tencent Map APP. Users can call vehicles on multiple platforms such as Didi, Shouqi and Sunshine, like the taxi function of Gaode Map.

But in the mobile phone map, Gaode Map and Baidu Map are still in the position of "double male". According to the latest data of Ai Media's Arctic Star, in 2021, the monthly active number of Gaode Maps and Baidu Maps was 430 million and 380 million, respectively, and Tencent Maps was 22.715 million, with a small user base, which indirectly affected Tencent's taxi business. Perhaps this has also accelerated the Tencent taxi business to go to WeChat, relying on WeChat's more than 1.2 billion users to further develop its taxi business.

Similar to Tencent's recent approach, Huawei officially launched the "PETAL Travel" at the Hongmeng 3.0 conference on July 27. This move is to rely on Huawei's huge users to support this new business. The Securities Times reported on July 14 that Huawei paid 100 million monthly living households, which took only more than a year, and it was indispensable for the support of Huawei's ecology behind it.

According to Huawei, the number of users of Hongmeng system has exceeded 300 million, and "Petal Travel" is exactly Huawei's independent research and development and the first travel service that supports multi -device circulation. It has been automatically configured in the system. , Tablet, PC and other equipment collaborative. "Petal Travel" hopes to rely on the number of users of 300 million to reproduce the miracle similar to "Huawei Pay" and get a share in the travel market.

Gaode players outside Didi, Gaode cannot be ignored.

Gaode, which enters the travel market with the advantages of the traffic traffic, is still on the rise. On December 15 last year, Yu Yongfu, then the CEO of Ali Local Life Company, and the president of the same city retail business group that has been completed after completing the reorganization, said at the internal meeting that Gaode's current daily order is up to 6 million orders. The second child ". According to "Late LatePost", Gaode taxi was about 2.3 million orders in April 2021. Compared with the two, it means that less than 8 months, the daily single volume increases nearly 4 million orders. Industry insiders predict that in 2022, Gaode's daily single volume may exceed 10 million.

The wrestling of self -employment and aggregation mode

New forces of the online car market do not intend to choose their own models like Didi, they are more to choose a polymerization mode. The advantage of this is obvious. Large platforms rely on traffic to connect multiple taxi platforms to form a polymerization platform.

The launch of aggregating taxi business can better improve their own ecology, become the daily functions of platform users, further consolidate their own traffic, and continuously form a solid business disk for maps and navigation services related to taxi business. More importantly, due to the access to multiple taxi service providers, the aggregate taxi can form a taxi price from low to high, to provide services for users of different gradients, meet the needs of users, and enhance user stickiness.

The aggregate taxi platform is mainly responsible for order distribution, not in person to make services in person.

The industry believes that the aggregate taxi is a light asset model in the business model. This advantage is that the startup and subsequent operating costs are low, and there is no pressure to burn money. Instead, it is differentiated with the help of platform traffic and refined operations. In addition, as long as a compliant online car self -operating platform is willing to join, the aggregate taxi can be quickly launched.

Whether it is Didi's self -employment model, or the aggregation mode of Tencent Travel, Huawei "Petal Travel", different modes have their own advantages and disadvantages. The aggregation mode is relatively easy to quickly start, and how to ensure the quality of service is undoubtedly a big challenge.

An operator of a local travel service provider in Wuhan told the TECH planet that on the one hand, the aggregation platform needs to strengthen the supervision of travel service providers. On the other hand, the strength level of each travel service provider in the aggregation mode is uneven, giving passengers to passengers The overall service experience also needs to be improved.

The user's travel service experience is the advantage of the self -employed platform. Taking a special car on the self -operated platform as an example, in addition to certain requirements for the vehicle itself, the driver also requires pretending of etiquette.

The new "war" has opened

After the Didi Chuxing APP was removed in July 2021, new players have continued to enter the market, bringing new vitality to the online car travel industry, but Didi's status is still difficult to shake.

According to the business layout and competitive evaluation of key enterprises in China ’s online car rental industry, Didi’ s business competitiveness is still five stars, which is the highest among all online car service providers.

Caption: The data form comes from the forward -looking economist app

Didi is still in a leading position, mainly due to Didi ’s launch of multiple scenarios such as express cars, special cars, carpooling and other scenarios. In addition, it also has an AI basic platform to improve the service experience, as well as long -term high user stickiness.

In order to reduce the loss of users and drivers, Didi also adopted a series of measures. For example, Douyin and WeChat increase the advertising investment, and launch various types of preferential activities, and give away taxi vouchers. On the driver, Didi also encourages drivers to online orders through various incentive measures.

The changes brought about by the newly entered venue of online car rental are mainly due to changes in the distribution of orders. Although the aggregation platform cannot form a direct positive competition with some self -operated online car service providers, relying on the traffic advantage, you can access more travel service providers. At present, the mainstream aggregation platform, such as Gaode, will give priority to showing that the low passenger unit price will be prioritized. The more the opportunity to "choose" by users by online car rental service providers also becomes greater, resulting in the continuous growth of service provider orders at low prices.

Some people in the industry pointed out that this price ranking from low to high may exacerbate the "price war" between online car service providers. For small and medium -sized online car rental companies, it is difficult to cultivate user stickiness, and it is not conducive to future development, and more powerful service providers will borrow a polymerization platform to further grow.

It is worth noting that as the volume of the aggregation platform becomes louder, the sounds that the online car service provider can make will become smaller and smaller, especially those who do not have a certain user -based online car service provider.

Cao Cao's business operation of Jiang Wenshan (pseudonym) believes that with the growth of the future aggregation platform, the platform may be more dominant in terms of income division. At present, the self -operated network car dating platform still needs to continuously develop new travel business. In the gradient from low prices to high prices, the corresponding travel business is deployed to meet the needs of different users. The mode of the aggregation platform is mainly used as a traffic entrance. The service provider needs to use this entrance to make good use of this entrance, and at the same time to develop its own platform to maintain competitiveness.

In addition, some people in the industry believe that "ROBOTAXI (Autonomous Driving Taxi)" will become a new footing point for self -operated taxi service providers. At present, such as Baidu and Pony Zhixing have opened normal paid operations.

Whether it is a polymerization platform or a self -operated online car rental platform, the new "war" has begun. Next, all parties will compete for the amount of orders around their respective advantages and configurations, and the competition between players will still be fierce.

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