Car networking +O2O will become the next Tuyere Internet big guys are scrambling for the card position

December 9, a drop in a taxi announced that the company won a new round of more than 700 million U.S. dollars in financing, investors including Temasek, international investment group DST, Tencent. This is a drop-by-taxi access to the D-round financing, drop-by-taxi venture only two years (September 2012), four rounds of total financing of 818 million U.S. dollars, financing speed unprecedented fast.

The internet industry is speeding up both financing and listing.

December 12, the drop of a taxi vice President Zhu Ping beans to accept the 21st century Economic report reporter interview said: "Investors are optimistic about the drop of a taxi a huge imagination space, that is," o2o+ car network. The simple analogy is the investor's pursuit of Uber. In the last one months, Uber out of new financing spending, with the company valuing more than $40 billion trillion, soaring more than 12 times-fold compared with the 3.5 billion dollars it financed last year.

Market differentiation

Previous investment in the drop-a-taxi people think that if the first two rounds of investment is to see the team, look at people, then the third round, the fourth round in addition to look at people, but also look at market data, because the market after two years of development, has a strong and weak points.

According to the economic reporter 21st century, Temasek, DST before the investment commissioned by the company to do a detailed due diligence, found from the user often use the car software, the use of frequency ranking, and the number of passengers and the driver ranking of the three indicators, drops are ahead of the market.

In the passenger volume of the taxi software, drop a taxi with the main competitors faster than the taxi, in addition to Hangzhou behind competitors, in other cities are a big lead, both in Hangzhou accounted for 0.85:1, drop by taxi lag; in Beijing for 3.81:1, in Shanghai for 2.3:1, in Shenzhen is 4.61 : 1, in Guangzhou is 2.16:1, in Beijing, Canton, Shenzhen, Shanghai, four first-tier cities, drop-by-taxi passenger volume significantly lead fast taxi.

In addition, in Nanjing, Tianjin, Qingdao, Wuhan, Dalian, Shenyang, Jinan, Xiamen, drop a taxi all the overall lead. The survey shows that the overall ratio of passengers to taxis in these cities is about 3:1 per cent. That drip occupies 75% of the market share.

Taxi software in the number of drivers, drop in Hangzhou behind the fast taxi, the ratio of 0.91:1, the other cities drop by taxi is a sharp lead, Beijing for 3.13:1, Shanghai for 1.75:1, Shenzhen for 5.01:1, Guangzhou for 2.35:1, in Nanjing, Tianjin, Qingdao, Wuhan, Dalian, Shenyang, Jinan, Xiamen, the city, drop a taxi in the amount of car ownership overall ahead of competitors.

The country has about 1.2 million taxis, the number of taxi drivers installed capacity of about 800,000, quick taxi about 500,000, of which some of the drivers also equipped with two software.

Among the users surveyed, 85% of the users said that the professional software is a drop car, 46% of the user called a fast bus, 26% is called easy to use cars, 2% of the user called Uber. Some of these users often use a variety of professional software.

Users of the frequent use of the car software to use the frequency of sorting: for drop-A-taxi survey results, 70% of users call it the first frequency, 16% of users call it the second frequency, 1% of users call it the third frequency. A quick taxi survey result is that 29% of users call it the first frequency, 45% of users call it the second frequency, and 1% users call it the third frequency. According to the survey results, the drop of a taxi in the frequency of use to win.

Car Networking is a tuyere

Although the drop of a taxi occupies an absolute leading market share, it still does not make money. In fact, regardless of the car service, or taxi business, in order to enclosure, drop a taxi, easy to users, quick taxi, including just killed in China's Uber, all the consumers and taxi drivers, car owners have a variety of subsidies, the market is still in the stage of burning money. A user interviewed said: "Just last week, through the car from Beijing airport home, only spent 10 yuan, because there are various coupons."

Zhu Ping beans that the future of the Internet in four areas, intelligent hardware, O2O, consumer electronics, car networking, every field will produce a large number of start-up companies. and the car networking and O2O are complementary, investment drops, equal to the next two heights launched an attack.

Future Internet companies build eco-circles based on car service platforms: Provide O2O portals, access lines under various services, offline services analogy to mobile internet age app developers, or PC-era independent software developers. The feature is, where the car is, where people are, where there is a need for service.

Earlier, easy to use car CEO Zhou Ai to accept the 21st century Economic report interview that: at present, O2O mode can be divided into two categories, one is the group purchase mode, the essence is online through extremely high discounts in advance to lock the user needs, the flow of the line under the guidance of the Merchant; the other model is coupons that lock potential users through a discount.

This is not based on the location of the service, and group purchase mode, or coupon mode, taxi software, car software is based on location to provide services. Another difference is that the service to actively contact consumers, like its use of car services, consumers only need to open the mobile phone client, drivers and vehicles will be active contact with consumers, in the group purchase, coupon mode, the use of the user cheap psychology, rather than the discovery of user needs.

Introduce new technology and new order into the personal car industry, meet the needs of the new human (Internet generation), and obtain a large scale of users. Based on the large user scale, to other services to expand the search for profit model, around the taxi, professional users to do precision marketing, to the user to push the taxi destination of life service information, such as catering, entertainment, transportation, life and so on, to explore the potential consumer demand for users. This is a drop of taxi future to their own planning profit direction.

The war caused by O2O

The imagination space of the car network is so big: will become an entrance of O2O, the internet big guys are scrambling for a bit.

Tencent in investment drop a taxi at the same time, investment doodle taxi, not put eggs in a basket, MA for double insurance. The project in Tencent to obtain a very high support, but still not enough to deal with the fierce market competition, the final project announced failure, the original class to do the transformation of the E home clean, the direction is still O2O.

In addition, the sick Jia Yue Pavilion announces its own "vision plan", the next target is the smart car. And the founder of Millet Technology, to help Lei to create MIUI, millet power, fan economy Li Vanchang, then in Silicon Valley retreat, the message that Li Vanchang direction is also a smart tram.

In addition to the car wars, internet bosses are also exerting their force in other areas: O2O is the next largest outlet for the internet, and the car is just one of O2O's entrances.

(Responsible editor: Mengyishan)