Lei Fengnet (search "Lei Feng Net" public concern) by: The author of the article judge, "Traveler" App founder, ten years of mobile product work experience, once engaged in the mobile phone and ROM industry, now focusing on social and O2O products and related business research .
At the same time as I wrote this article, the rumors of the merger of Didi and Uber China have once again become more apparent. Personally, I think that even if there is a merger, it is very logical. Because of the announcement of the New Deal, the “sharing economy†underpants of the two companies’ high valuations were completely torn down. Even today, the rumors of the merger between Didi and Uber China have taken hold and it feels like the body is hollowed out...
Western slang: If a bird looks like a duck, cries like a duck and walks like a duck, then it is a duck.
The interpretation of the New Deal about the Internet has also continued for several days. The interpretation of this platform by the car platform is naturally optimistic and positive. Of course, it does not forget that the local government should appeal to the local government for mercy, not to abuse the decentralized management power of the ministries and commissions. However, it is certainly too much to do the PR with the theme of “sharing the economy with national recognition†because the publication of this document actually declares the failure of the “sharing economy†in the domestic travel field and the end of the “special carâ€.
The New Deal declared legal, not a special car, but "network reservation taxi"The division of operating vehicles and non-operating vehicles can be traced back to the "Provisional Regulations on the Administration of Road Transport" promulgated in 1986. During the three decades of evolution, the relevant ministries have repeatedly integrated and reorganized. At that time, the State Economic Commission, which was involved in formulating rules, had already broken down its vehicle management related functions into the Ministry of Industry and Information Technology, the Ministry of Commerce, and the General Administration of Quality Supervision. Why this time the Joint Publishing Committee took these three ministries and committees and explained that the New Deal is still based on the inherent operating vehicle management system. Therefore, compared to the "New Deal," I prefer to use the "provisional regulations" to refer to The document introduced this time is because the "new" place is limited.
The division of operating vehicles and non-operating vehicles is intended to provide differentiated management of vehicles and drivers under different usage scenarios to balance the rights of vehicle owners, drivers, users, and countries. There is no difference in the use of special cars and taxis. Taxi can also be called on the Internet or on the Internet. It is also possible to hang light boxes and paintings on special cars . The emergence of the Internet has only improved the transmission and matching of information. Efficiency does not change the use of the vehicle. As long as the owner and the user of the vehicle use the vehicle for road business activities for profit, even if you develop into an intention to call the car, it is also a kind of business operation. There is nothing new. Since it is an operation, it is naturally an old bottle of new wine. It is better to add a sub-set to the old system. Do not imagine what non-operating private cars will be directly legalized.
The New Deal is a complete blow to the “sharing economy†and seriously affects the valuation of related companies.At the same time as I wrote this article, the rumors of the merger of Didi and Uber China have once again become more apparent. Personally, I think that even if there is a merger, it is very logical. Because of the announcement of the New Deal, the “sharing economy†underpants of the two companies’ high valuations were completely torn down.
The ideal sharing economy in Uber and Dripping, or the sharing economy that many investors and entrepreneurs brag about, is like this:
The characteristics of this business model are:
1. Resource users and suppliers engage in direct transactions through the platform.
2. The platform, as the manager, formulates and maintains rules and generates revenue through commission commissions for trading.
3. Assets belong to the supplier, and the platform does not own assets. Under ideal circumstances, there is not even an offline team or only a small number of offline teams. With the aim of expanding the scale under low-cost operations, the marginal cost will be drastically reduced, and the profits will rapidly expand.
4. The identity of users and suppliers can be converted at any time.
5. Government supervision and taxation? What is this stuff and can you eat?
People with discerning eyes can see that the existence of this model can only have two possibilities: either no personal property security, such as the sale of idle goods or the like; or the industry itself is illegal, such as the previous many times being ridiculed Drops, hits and drops like gun business.
So Didi adopted another model that is closer to the national conditions, that is, joint taxis, vehicle leasing and operating companies, expecting to be closer to legalization and strengthening management, so the model is born:
The benefits of this business are self-evident, that is, the platform is still in absolute control, all resources are integrated and distributed by the platform, more in line with China’s complex national conditions and interest distribution pattern, and at the same time pulling in more participants, hoping to achieve the responsibility of the law. The public effect.
As for the government, the sense of presence in this model is still very weak. The main role is that the platform regularly PR to the government, touted a number of problems solved by themselves, and sometimes released a data report and the like, it is very cool. When faced with the crackdown and punishment of government departments, the platform recognizes the state of affairs, but it cannot solve the illegality of non-operating vehicles engaged in operating activities.
Below, look at the latest business model after the release of the New Deal:
The New Deal gave the local government the power to decide on the killing. We should not install foreign guests. Think about how the local government will use it. Of course, the government is also seeking new changes. It will not completely eliminate taxis on the Internet, but first, the illegality of private non-operating vehicles participating in road operations must be emphasized again, and the access standards for legal network taxis, The quantity and even the pricing power have returned to the hands of local governments.
For the platform, the pricing power and management power are lost, and a large number of companies will enter this legal market and use similar technologies that are already relatively mature to provide similar services. The advantage of the large platform is that local travel is actually a fragmented local market. Not so obvious. The current C2C mode car platform is essentially a platform for providing SAAS services. SAAS is not bad either. It is only that the income expectation and valuation are worse than those of oneself. It is probably more than an order of magnitude worse.
If even the New Deal is interpreted as good news, then the phrase “to do good is bad†is also very promising.
Under the New Deal, what is the way out for the network about car platforms and car drivers?For Didi and Uber China, the C2C model on which their high valuations depended on has already been negated, and the search for market size and bargaining power through mergers has become a logical necessity. Of course, investors may have other considerations that are not known to outsiders, but the founding team's feeling is that they have the least say in the merger. When you burn the money of the investors to do the market, you should have such mental preparations.
For platforms such as easy to get, where to go special car, and gang special car , under the parent company's big ecosystem, there is no concern about valuation and listing, and you can also just sit back and wait and wait for the black car whitewash led by Uber to come to an end. Use preferential policies to access these already washed drivers and vehicles. It's also good to be a younger brother and it's good to step on a thunder and let them do it.
For China and Shouqi, the impact of this new policy is limited , and its B2C model for the accumulation of quality customers, itself is a virtuous circle. Former B2C model, no matter how good, can only refer to taxi company's valuation for capital operation. Now, with the large plates of China Car Rental Co., Ltd. and Shouqi Car Rental Co., Ltd., through financial operations, we can get out of a new model of car prices - leasing - taxis. I call it an integrated model of consumption upgrade and Internet +. This is not the focus of today. It will not start.
For the current private car driver , I would like to drive a private car directly to make an appointment. Oh no, it is making money. It is definitely a game. As the local implementation rules have not come out, it is expected that changes in the nature of vehicles, the qualifications of drivers for qualifications, and changes in the installation of equipment and even vehicle painting will exclude a large number of part-time drivers from net-workers. The remaining professional drivers, either with their own vehicles to join, or rental vehicles to join, become another form of taxi, it is certain that the standardization of management fees and taxes levied, the regulation of promotional policies and due to the nature of vehicle registration Under the influence of factors such as the increase in insurance premiums brought about by the change, the era of profiteering on the Internet has been gone forever.
The only criterion for selecting the access platform is the expected revenue from the pricing and order numbers. Unfortunately, under the conditions of black cars and ordinary taxis, and with Shenzhou and Shouqi, the pricing of online car platforms has become a very embarrassing thing. A standardized mature market must bring about an average profit. Change.
As far as passengers are concerned, they would like to spend more money in order to ride a car. There is no reason why taxis on a penny-and-a-delivery network are cleaner and more service-oriented than traditional taxis. Because the introduction of the New Deal made everyone's ideal swan become a duck.
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