Car "Quake" internet: The next Battle of the Tuyere

November 27, the drop of a taxi founder, CEO Cheng Wei in the 21st century Economic report interview said, using the Internet to change personal car is a tuyere, now to the critical moment.

The market has entered a state of stalemate.

November 19, Nanjing Management said: Private cars, linked vehicles and other non-car rental enterprises of vehicles, may not provide paid car rental business. This means that cars and linked cars, which are offered by car hire software, will be banned in Nanjing.

The so-called linked car that is, in order to facilitate the traffic operation, the vehicle registration as a unit with the right to transport the right to operate in the name of the unit, and by the owner of the linked units to pay a certain management costs. In the above statement, that is linked to the fast, drop, AA car rental and other software companies, or linked to the car rental companies. In addition to the above-mentioned companies, there are pp car rental, friends car rental, a little car rental and other players.

Nanjing was banned in addition to the above vehicles, car rental companies and car software cooperation is also in the list.

This is not a local practice in Nanjing. Shenyang Municipal Bureau of Transportation in early November issued a circular, the designated car service is illegal operation, and said that once the investigation, will be "black car" treatment, to give punishment.

The killing of internet companies in this market has undoubtedly affected the interests of traditional commercial companies, especially taxi companies.

Cheng Wei said that there are some new developments about the car rental market, which can be understood as the game between traditional and innovative forces.

The debate on regulation

After the taxi software, the limousine service became a quick taxi, drop the taxi's next direction. This July, a quick taxi launched the "one car"; one months later, the drop of a taxi to launch the "Drop Car". Previously easy to use cars, AA car rental, Uber has also launched a similar service.

"Special car" service from Beijing quickly expanded to many cities nationwide, but by some local government transport departments "stop", or even called "black cars."

The car is called the black car, its behind contains both the policy and the legal level question, also reflected the taxi industry reality predicament. The drop-car service was "halted" because of the resistance of taxi companies and drivers, as well as concerns about the risks of private cars.

In an interview with the 21st century Economic report, the relevant person in charge analyzed: There are many options available for people to travel, including walking, public transport, subways, private cars and taxis. But one of the missing important part is about renting a car. About car rental refers to the car rental company to provide special vehicles, labor companies to provide personnel to do the driver, passengers in a unified information service platform about the car, background automatic matching service.

In foreign countries, about car rental and taxis exist a clear division: about rental car is not allowed to set the ceiling lamp, must be in the agreed time and place to pick up passengers, can not pick up the roadside.

Easy to use vehicles to promote the first lease car market development, but before July, about car rental less than 5000 orders per day, far from meeting market demand. Quick taxi and drop car launched less than half a year, the country about the number of rental orders have reached fifty thousand or sixty thousand per day, the market capacity expanded 10 times times, the trend of rapid growth.

In China, the car rental model has recently entered the market, is a relatively innovative model, there is no clear legal provisions, all over the Department of Transport to the taxi management requirements to require special vehicles. The above drop in charge thinks, copy management regulation does not have rationality, this is "stop only, do not execute" reason.

The phenomenon is similar to last year's regulation of electric taxi. Late May last year, the Shenzhen traffic Administration issued the "on the strengthening of mobile phone call software supervision of the notice", clearly stipulates that "mobile phone taxi software has been installed to uninstall, must not continue to use." This rule opens the floodgates to regulation.

July 1 last year, Beijing Municipal Transportation Bureau issued the "Beijing Taxi phone Call service management implementation Rules", the future mobile phone call service operators should be with the taxi dispatch center "96106" signed a cooperation agreement, binding services, joint deployment. Shortly thereafter, July 4, Shanghai issued "on the regulation of the city Taxi booking service Management notice", "notice" requires taxi drivers to stop using a fare increase, display passenger destinations and other functions of technical products.

The person in charge of the taxi said, "if the regulation of the taxi is not applicable to the existing technical environment, it cannot be implemented." So the current use of taxi regulations on the regulation of rental cars, there is a double adjustment: one is not adapted to the Internet technology environment, the second is the industry does not adapt, about car rental and taxis are two markets after all , the right approach is to develop a new management policy for the rental market based on the current technological environment.

The Battle of the Giants

Including electric taxi, car rental, about car rental, carpool, including car services, the internet market has a huge space for imagination, because the old and new giants are fighting.

The drop of a taxi stood behind Tencent.

Behind the fast is Alibaba.

Two horses, there are online travel giant Ctrip. December 19 last year, easy to use car financing 60 million U.S. dollars, by Ctrip and DCM-led.

Easy to use the car is still standing behind the Haier. Haier Financial leasing company and easy to use car cooperation, jointly established the "Haier easy to auto financial services company." The company's first batch of funds for business development is not less than 3 billion yuan, for easy to use the platform of Chiu Yujia leasing companies to provide car financing leasing services.

Lenovo Holdings has invested in China's car rental. The China car rental in Hong Kong on September 19 this year, the current market value of more than 30.1 billion Hong Kong dollar. A competitor of the Shenzhou car rental car was listed on the New York Stock Exchange on November 18 this year, with major shareholders including Ctrip, Enterprise Rent-A-Car, CDH Investment, Qiming venture, Goldman Sachs, and the current market capitalization of about $700 million.

A car rental, the Shenzhou car is the "car Internet" story of a copyright, is not the scope of supervision, in addition to four different models.

The first model is Uber representative of the business car model, in addition to easy to use the car, after a quick launch of the 1th car, as well as drop the bus, the vehicle source is a personal car, the second is the car rental companies, this model in the above mentioned policy supervision; The second mode is carpool mode, the current players are mainly a AA carpool, Haha carpool, love carpool and other start-up companies, the current policy is not yet clear; the third model is Peer-to-peer car rental, the players mainly include PP car rental, friends car rental, a little car rental, these companies do not hold vehicles, but in the owner of idle vehicles and tenants have the demand for rental information between the match, This model also falls within the scope of the policy regulation mentioned above; the last one one-on-one with the car, the player is mainly used every day car, the owner is the normal work of the workers, carrying the need to use the car office, passengers can also be cheaper than taxis to use the car, the model is currently no policy supervision.

The dispute of the Tuyere

Big hot-war cars, because the car as the next Internet portal has become a consensus, everyone wants to step into the next Internet gale.

The lag in regulation and technology has brought huge opportunities to the car market: Taxis are licensed, taxi companies are licensed, taxis are licensed, and rent-seeking is paralleled by layers of exploitation. Take taxi drivers as an example, they joined the taxi company, the first two years of basic work, all the money to the taxi company, used to buy taxis from the taxi company, two years expired, because of the super high elements of money, income is limited, and a taxi cycle generally five years or so.

In addition, taxi licences have become a source of speculation, especially in large cities, in Shenzhen, a taxi licence to fry the highest to 1.5 million yuan.

Another result is that taxis are in short supply, with around 1.2 million taxis in the country, and "black cars" at least 2 million. Many people use black cars without any means, and there are frequent safety incidents, especially among young women. There are often reports of loss of life and property due to taxis on the internet. On the other hand, a large number of private cars are seriously inadequate, and many private cars do not travel more than 5000 kilometres a year.

Cheng Wei said that the bus service through the Internet technology to the existing social resources to form a more reasonable distribution: completely different from the previous black car, it is an innovative way of travel, through the information Service platform to integrate the entire social vehicle and driver resources to meet the needs of users travel.

Because the information is completely transparent, people do not have to worry that it will be like "black cars" the same insecurity, information asymmetry problem. In addition, the drop car will provide a management platform, and with the insurance company to purchase commercial insurance for each order, which can not be done under the traditional technical conditions.

At present, business about car rental market generally take two models: first, the use of leasing company owned vehicles, employing drivers to operate; the second is to recruit private car owners and vehicles, the car linked to Third-party leasing companies, the driver contracted Labor Dispatch company. It is easy to use the second model of the car. Cheng Wei that, in addition to the liberation of private cars and car rental companies, but also the liberation of taxi drivers, they have to participate in the market competition from car buyers, no money, harder, without suffering from layers of exploitation.

In his opinion, the taxi management policy not only lags behind the technology environment of the internet age, but also is the product of the planned economy. Because of this, only in the context of market economy has produced so many problems. Therefore, the personal car market, introduced not only the new technology, there has long been in the world market system.

Internet turmoil, from planning to market transformation, but this does not represent the full potential of the industry: the car is changing things, as the internet, people pay more and more attention to use, rather than ownership. People are willing to share their cars, and the Internet ensures the convenience and security of the sharing process. This is also the social psychology background of the birth of the various "car Internet" stories.

Drop a taxi such a commercial company, for Tencent, Alibaba, Lenovo Holdings, Haier such giants, what is the significance? Internet technology is making cars more and more intelligent, through the car can enjoy music, electricity business, information, instant Messaging and other various internet services.

In a word, the car is the entrance. The entrance is where, the tuyere is where, this is the Internet has been the development of 20 years has proved a truth, this is the big guy car and the internet all the incentives.

(Responsible editor: Mengyishan)