Carpooling will become the next high frequency entrance?
From August last year, drops, easy, fast, and China, among others, have been in the car business, such as incoming, due to factors such as competition policy and popular attention.
In the field of travel, in addition to taxi taxi and limousine business, a car more high frequency – “one to one” car-sharing business is quietly growing. Different from the traditional car-sharing business, pair ‘ refers to one of the owners of the car to take a passenger, mostly commute aboard, only two single a day, both sides is not the relationship between service and the service, but to consult with one another, share travel costs to equality.
This single point of cut to the car-sharing business, unlike the limousine business regulation and policy remain to be further defined, local car-sharing policies have been issued, including Beijing, car sharing operations as long as the compliance can be protected.
On the premise of policy released, at half the price cheaper than taxi, limousine-like user experience, natural social scene, engages middle-class owners and white-collar users user group, owners and passengers security problem through insurance, even with shared environmental green ideas, these seductive sound business prospects are becoming the new entrepreneurial drive. Everyday vehicle, 51 cars, carpool slightly over more than 10 startups do this kind of business.
All indications, a pair of carpool has been gradually warming: daily vehicles already have access to innovation works, Sequoia Capital in two rounds of financing, 51 cars also received financing from Sequoia Capital, driven by the capital, various car-sharing software through subsidies, marketing campaigns, started the battle for owners and passengers, on the Giants ready to start entering this market. Several people familiar with the situation told Tencent technology, drops, and other companies have also begun planning such a car-sharing service, easy car business before and after the Chinese new year will be formally launched.
Following a taxi after wars, car wars, car market will become the battlefield for the next challenge?
Why carpool?
Several startups make a carpool service is similar to the pattern, but it has a different purpose.
In April 2014, early employees Zhai Guanglong Ant short term rental at the end of a business start to consider new directions, initially he did not know what to do, but a couple of years ago, 2012 721 Beijing storm double Flash picks up passengers at the airport when the team gave him a deep impression.
A scene inspired by some, he found, carpooling scenes there is demand, not only in the black car, holiday car, usually to commuting and rainy day special scenes such as carpooling demand more. In research has last year January introduced of Beijing city traffic Committee on Beijing minivan collection took travel of views, policy Hou, he decided single points cut, began do “one-on-one” spell car service, launched has “every day with car”. as to currently, every day with car platform has collection has more than 40,000 over owners, and has obtained innovation workshop and Sequoia Capital of two round financing. In 2015, he hoped that the expansion can be used every day to 20-30 city.
51 vehicles were 51 vehicles CEO Li hua-Bing (micro-blog) HA HA outside the car, start a business. At first, Li Huabing new car business from solving Yanjiao, Fangshan and other people with rigid carpooling demand based on the “wave in the stock of existing people, carpooling is a certain circle of concepts and understandings and habits of people. ”
But haha car has its own bottleneck. Yanjiao, Fangshan, the model a bit special, if you copy the model to the national market, Li Bing discovered that slow, it requires some amount of money, time and more complex than previously thought. By comparison, the high-end crowd in incremental market-oriented, people pay more and better cars.
On December 15 last year, Li hua on-line 51 cars. In the space of one month, to push through, 51 vehicles already has tens of thousands of car owners, daily orders over 1000 orders. “Last November decided to make products, and now data, have found more promising than haha platform. “Li Bing such evaluations. Under his plan, hope that 2015 will expand North Canton deep in four cities and 10 second-tier cities.
Wang, tailwind of public welfare projects for 16 years, in the field of car, he also has his own troubles. He found that each Spring Festival rides massive, but rides App doesn’t cross the border, resulting in carpooling just during the holidays, usually not being able to continue. Apart from products that are not eligible, only 4 people plus y operation tailwind operations, no team, no money, so y are very worried.
February 2014 at a salon on, drops a cab, head of the company’s influence on Wang is recognized, but not hitch products, which stimulate the y very much. “Public way efficiency is relatively low, if you really want to get this thing done, need to adopt a commercial approach to do it. , “Wang said.
Now, slightly to carpool to the Internet consisting of practitioners and professional team, in addition to Beijing and other major cities, Wang before with the tailwind of the influence quickly expanded to a dozen cities across the country. He even sought a local car-sharing business of company mergers and acquisitions matters.
Security and billing is not a big problem
People’s first impression, there are a few big problems will grow in size and became a car-sharing platform of major obstacles, such as security issues, billing issues, and so on. In one-to-one in the car-sharing business model, which has been unable to call it obstacle.
For safety, every day car insurance and 51 cars were taken to safeguard mechanism. Everyday and AXA to balance cooperation with “taking risks”, and entered into force, get off failure. 51 car, car and life insurance slightly, through the “accident insurance” to using security on both sides.
Zhai Guanglong said vehicles operating every day for half a year and never had a chance.
Other billing problems, every day and 51 cars the pricing model, tiny car pricing allows passengers, and passengers can bid according to their wishes, such as what was supposed to be 30, but passengers can give you 1, 2 or 5, as long as someone is willing to accept orders and transactions.
System pricing looks more standardized and easier to identify. Vehicles includes economy, comfort and luxury, with tiantong Yuan Zhi Chun Road, distance calculation, every day and budget price of 30 yuan, 51 cars, comfortable for 35 dollars, luxury 49 Yuan. More recently, luxury used car price adjustments every day to 39 dollars. Contrast, even luxury vehicle prices are still cheaper than a taxi, taxi’s for half the price for cheap cars.
Worth noting is that just because these platforms opened in the Beijing market, if you copy into other markets, there are still local policy allows, and taxi prices vary around, you need to individually adjust the development of billing mode for one city challenge.
Giants come in, what will happen?
In addition to business models, startup unavoidable business competition is coming.
In order to attract new owners and passengers cars every day at the beginning of January “Web girl” ride free of charge. Zhai Guanglong feedback activity than expected hot, but because the owners did not keep up with the growth of passenger growth, also called single’s success rate has dropped. At this time, 51 cars began, Golden Week promotions, through subsidies and sweepstakes to attract new users. Recently, both sides have small skirmish.
Both Li Huabing and Zhai Guanglong are aware that business competition is not a pinch of a startup, and also is the brother of innovation works, investment company. Because the Giants haven’t really comes into play.
But that day is not far away. Drops, easy to, among others, have also begun to plan such a car-sharing service, has even entered beta, easily into the car business before and after the Spring Festival will be officially launched.
“My point to entrepreneurs and investors, they entered the car market, both for day, 51, still ticking, and so on, are faced with great risks, is the failure of 99%. “Li hua-bing said.
Both Li Huabing, Zhai Guanglong also y, for the Giants are wary, unsurprisingly, also in Flint to prepare for their expansion.
Zhai Guanglong adopted two strategies: for later entrants to maintain attention. “The game itself, we are the initiators, others follow, as long as we don’t make an obvious mistake, there should not be any major problems. ”
For the giant comes into play, he does not want to repeat and fastest price drops and subsidies. Rather than burn the user, his hope will make every day a car to become a hot platform, there is a certain tonality.
Li stressed the confidence and speed. “In this process must be thawed enough guns and ammunition”, and the second will have to run fast enough, even if it may be a little behind the others. “
Y offers another perspective, he believes, drops, easy to, among others, in the car business, the intense game actually gave the car business a window period, he estimated, the window period can be 3-6 months. Little car can use this window to complete the initial layout.
Social networking is the entrance?
Although car-sharing software is only at the initial stage in the settlement after the basic business model, various car-sharing software appeared in the tonal nuances of differentiation.
Zhai Guanglong car simple every day is not defined as a car-sharing platform, but more emphasis on “car.” in his view, whether it is done offline operation and maintenance of the core owners, or in the products on the functional evolution, such as future owners of collections, such as functions, are designed to form a social product tonality.
“Hope product tonality gives it but tonality is not the burned out of money to burn, burn smart-burn out efficiency. “
Li hua is even more hope that social tools platform, he emphasizes the instrumental. In his view, social networking can be resolved through faith, theology, theology and other platforms, in the car scene, first demands is a cost-effective option for travelers. On this basis, with a certain social networking colors is logical.
For commercial way, though rather remote. Zhai Guanglong believes that ideal commercial mode is by combining vehicle platforms and auto aftermarket service and find opportunities in the automotive aftermarket.
Li bing is straightforward, carpool can be a high frequency of entrance, and even private cars than car, more commercially valuable than taxi. A platform behind the commercial possibilities are all in one.
Investor comments:
Analysys Sequoia Capital investment managers have been looking at investments in travel, for one-on-one car platform operation and mode, said of him:
1, “one to one” resource is used by the car itself has some vehicles, not the need to increase the supply of new, but breaking away from the traditional car-sharing concept, to optimize resource utilization efficiency of the vehicles, but also environmental-economic philosophy. But the future is not confined to one, “one to many” is not impossible, and go and see that entrepreneurs need to operate.
2, “one to one” carpool application launch time is too early or too late is not good. Certain extent, O2O application should have thanked the drops and how quickly these, taxi software one request more unemployed single-mode, as well as the battle for the subsidy by early 2014, educate users, brought new inspiration to entrepreneurs and investors, also spawned more similar drops, faster business model.
3 samples, Airbnb and Uber as a shared economic future will be copied to the Chinese market. Compared with the House, in the Chinese market, vehicles more easily shared.
4 after the user scale, car, whether it can maintain the original atmosphere of the early adopters of carpooling platform users need to introduce the necessary filtering and sorting mechanisms, which would run them know.
5, future competition should not be burning cash, product and operational skills. Money is definitely not consistent actions, if it is burning cash burn out, is cheap to come in from the user, then the user will be lured away by cheaper things. When price advantage without case, user loyalty is facing great challenges. But if actual experience and the value of the product is well done, is to meet the expectations of users find products more than is expected, users are likely to stay. Does not mean burn it, apart from the money, also basic solid enough.