Peer-to-peer economy in Europe and America, in China, there are "orange-born Huaibei" regret, Airbnb successfully put the backpacker into a sofa, it's Chinese Mens rent but two years burned 20 million U.S. dollars heroic sacrifice, piglets, ants and passers-by three brothers also in a brief brilliant after the silence, If it hadn't been for a 12 million-dollar B-round investment this year, it wouldn't have had the potential to be a technology headline.
This is the critical survival of the autumn, fortunately, China also has two of "guards of the minister's tireless in, loyal volunteers forget in the outside" Peer-to-peer mode: Finance and Car rental, peer-to-peer financial original sin too much, we press not table, here only said Peer-to-peer car rental.
Renting a car in China for decades has been a very special business, especially in areas where it does not belong to public transport, but has a common authority and access threshold, especially when it is already a segmented and vertical market, with a different product line inside.
In the Peer-to-peer car rental market, the main car rental, such as China's super heavyweight rivals, as well as a variety of local small companies, more state-owned enterprises, Peer-to-peer car to activate and use China's stock of private car resources face several bottlenecks:
Invisible barriers
Peer-to-peer rental car is difficult to enter a stable and continuous growth of the business vehicle market, with the deepening of business vehicle reform, government agencies and institutions of the use of vehicle demand will be transferred from the market to digest, this is a no one can not ignore the business opportunities, but from the recently published " 2014-2015 Annual public rental vehicle Leasing service Procurement project (trial) announcement of the successful bidder we can find that, in addition to the Shenzhou car rental, a hi car rental, is the first steam, Baic, Jin Jian, Crescent, such as the traditional rental companies, Peer-to-peer car rental is naturally excluded.
You can lament the pedantry of some people, but you cannot and should not question the criteria for the procurement of public car purchases: If you need a stable, continuous and guaranteed service, you will choose the listed company of China car rental, state-owned enterprise identity of the first steam lease, or the main car, want to rent on the rental, want to go on the way, arbitrary peer-to-peer rental?
The loss of business car reform this piece of the sky fell off the cake, peer-to-peer rental car like a broken arm, bitterness self-knowledge, when other people's hands sword to make flowing, peer-to-peer rental of the single arm knife How to play turn? This is not Cheh martial arts film AH.
Visible bottlenecks
In the business car market segment, the user is the most concerned about the same service: road-type users will be able to dial the Uber service, the drive has the interest will choose Shenzhou Car rental, surface innovation but no service of Peer-to-peer rental car in the price of competitiveness in the outside? Price is not the core factor for the group that can be reimbursed.
Another problem is that the financial mechanism, a peer-to-peer rental car to the customer issued a full invoice, which is not equal to the remuneration paid to the owner, and the owner is not a peer-to-peer company employees, and can not give peer-to-peer companies to provide invoices, how these costs in the financial model is offset, outsiders remain unknown. In the long run, there are a lot of details to be explored in China's peer-to-peer car rental companies to be transformed into business models.
Natural defects in wind control
Compared with the driver of the Uber mode and have a physical network of the Shenzhou car rental, peer-to-peer rental experience costs are still too high, the vast majority of users are a taste of the mentality to take risks, rather than a prudent choice of a service. This is vital.
Peer-to-peer rental car is very familiar with the owner's concerns, but not resolved, for example, it provided the insurance is actually leasing three risks, in the payment of a harsh exemption clause, the car because of the loss of commercial leasing must be the owner of their own insurance to pay. This is completely different from the process of Peer-to-peer car Getaround, the latter in the United States specifically developed a car owners can get 1 million of dollars in insurance products, to solve the wind control link, because the United States car insurance is not to people, the situation in China is the opposite.
Vehicle loss of more serious trouble, peer-to-peer rental car will often be announced to assist owners to solve together, but because the driving card is still the owner of the car, Peer-to-peer rental car whether from the legal or the powers and responsibilities have no means to take recourse, this so-called assistance is not tenable.
Pick single phenomenon obstruct service closed loop
In the Peer-to-peer car rental platform, the owner and tenant's rights and obligations should be equal, should not be discriminatory, but almost all of China's Peer-to-peer car rental companies in order to access more owners of resources, have deliberately laissez-faire pick single phenomenon.
Generally, after the tenant submits the demand, the owner decides whether to take orders, this lets adapt to the taxi application Rob single mode of Chinese users are not accustomed to, the result is that although the owner of the final choice to maintain the right, but the experience of the tenant is not good, especially intolerable is that the tenant completed payment, the owner still has the right to refuse orders, This is a little confusing.
Private car owners can never reach a point of agreement with the Peer-to-peer platform, that is, each owner wants to receive a long lease, high rents, less kilometers, not Chuxian orders, the platform for the excessive publicity of the profit further diluted the owner of the original service is not high awareness, in the long run, the owners and tenants of two groups of demand fragmentation will become more serious, This is the strength of a formal car rental company.
Only high profile to death, not full of blood resurrection!
Will the regulatory sword of Damocles fall? This is a peer-to-peer rental of another heart, temporarily not as a "let bullets fly" to get to, or let the market adjust all the wise, who also said not clear, so peer-to-peer rental car has to maintain a high profile.
We can only see from the PR manuscript in the Peer-to-peer rental car between the radical and roundabout between the hesitation, and the resulting contextual contradictions and burdens: it wants to use innovative models to gold-plated, so without stint in the words of revolution and subversion, it does not want to provoke the competition prematurely, so stressed that with the formal rental car "cooperation greater than competition It also wants to portray a fast-growing future for VCs, so the leap-forward style of "renting out the land in China" will be released from time to time.
Peer-to-peer rental car like the role of online games, constantly in high profile to death and the resurrection of blood reincarnation.
Wind Venture Valuation PK
The originator of the Peer-to-peer car rental was the getaround,2010, founded in September, in 2011 's TechCrunch Disrupt, where the seed-wheel investment reached $3.4 million trillion, cloning and improving Zipcar's established cell phone app+ Car hardware sharing car model is still the Chinese peer-to-peer car imitation and learning.
Getaround once accepted the century challenge of Google co-founder Larry Page: To verify a business philosophy that would benefit 1 billion people in 10 years! But it is regrettable that it has not yet been able to do so.
In the eye of the wind, Getaround at least at present failed to demonstrate beyond the potential of the Uber model, 2012 of its a-round investment of only 13.9 million U.S. dollars, by the California Menlo Ventures, Yahoo Mui and vote, in the era of innovation so hot, VCs are wary of getaround, indicating that its valuations are at best between 100 million and 200 million dollars.
Uber's $1.4 billion trillion in June this year, with a valuation of $18.2 billion trillion, could be a rough indication. Uber crackdown on products, Hailo quit North America market, GrabTaxi to Southeast Asia, Lyft financing by the people, but Uber the black list has never getaround position.
Overall, China's several peer-to-peer car rental financing performance than the ancestors getaround much better, but this is only indirect proof of the Chinese market coveted by VCs, in the commercial value, the delay to collect a commission of Peer-to-peer rental car than but lying on the money Uber, in the service link, China's rental car owners still have a better experience, and it's not easy to go through the final section of a peer-to-peer car with a creative dividend.
This paper is reproduced from the Tiger Olfactory network, the author of the second