Guide: The problem of the car, from the date of birth, has maintained a very high heat. At the end of last year, the voice of the boycott car more and more, into the February, drop and fast merger, once again triggered a very high concern, during the two sessions, the Ministry of Communications words, once again put the special train on the cusp.
The problem of the car, from the date of birth, has maintained a very high heat. At the end of last year, the voice of the boycott car more and more, into the February, drop and fast merger, once again triggered a very high concern, during the two sessions, the Ministry of Communications words, once again put the special train on the cusp.
Ministry of Transport Minister Yang in an interview elaborated the attitude can be summed up as follows: There is room for development, but to strengthen supervision, private cars "forever" can not enter the car operation.
Public opinion almost all pay attention to Yang "forever" on the argument, admittedly, this statement is indeed too absolute, but then said, the market needs to advance steadily, suddenly let go, there will be many unpredictable problems. This may be the biggest concern of regulators. As far as it is concerned, the regulatory authorities will not immediately release private cars into the operating market.
It may not be possible to change the regulatory department in the case of a private car company, so the most realistic approach for the next few days is to establish a competitive advantage and maximize its own interests within the rules.
On the existing market model, one is the Internet is proud of the "Light asset" model, on behalf of the enterprise is dripping fast; one is "heavy asset" mode, on behalf of the enterprise is the Shenzhou car. The typical characteristics of the light asset model are low cost, platform, vehicle source, full of a large number of private cars, in the current environment, this approach has a great policy risk. The heavy asset model means that all vehicles are from leasing companies, and the driver's professional third party service company concentrates on recruiting and training. This is a policy of compliance, the service is controllable, standardized, but the asset-biased, easy to bring questions. What are the advantages and disadvantages of the two models? All the money, how to profit? In response to these related issues, the reporter interviewed Shenzhou car vice President Shang.
Shenzhou Special car One months, the current situation is what?
Shang: The volume of orders is rising fast, lead to a user complained about the peak of the car difficult problem, such as in Beijing early investment in more than 1000 vehicles, inexpensive products everyone likes, but with the sharp increase in orders, in the peak time and other platforms, there are problems called the car difficult.
So, do we have enough cars? How to ensure the supply of vehicles?
Shang: All the vehicles from Shenzhou are leased from China, is a professional rental vehicles, in Beijing, the Shenzhou car has sufficient license to support the development of cars, in addition to capital, Shenzhou rental is listed companies, not only can continue to refinance, itself now there is sufficient cash, therefore, the vehicle is not a problem, we will continue to increase the supply of vehicles To solve the problem that the user calls the car difficult, the real "special train, on call".
Shenzhou car by the three parts of the vehicle, part of the long-term rental to use, a class is the days of the car rental trough to the car, the third part is the customer to take back the space between the time used. This is a car rental and limousine dynamic, complementary deployment process.
What is the consideration of expanding the car business?
Shang: The development of the special car business is the important business development strategy of China leasing. There are three main considerations: first, the extension of the industrial chain, Shenzhou car rental listed in the prospectus said, the goal of the Shenzhou car rental is to do "mobile travel entrance", short rental, self-driving is only part of this strategy, from the entrance with driving, which is the development of products and natural extension of the industrial chain; second, The development of the car business is conducive to improve the use efficiency of the vehicle rental vehicles; third, the car business consumption frequency is relatively high, can increase the Shenzhou rental cars and Shenzhou special cars cross sales opportunities, increase customer stickiness.
Drop and fast market share occupies more than 90%, Shenzhou special car How to break through?
Shang: First of all, I don't know where the data came from. Shenzhou Special car in the law is fully compliant, professional vehicles and professional drivers, as well as the national network of Shenzhou train online resources, can ensure the standardization of services to improve user experience. This is very important, the car business itself or offline business, not on the line can be. Second, in the long run, the Shenzhou car will not rely on vehicles and licensing resources, the most important thing is to rely on the cost structure and user experience in the competition to win.
It is said that the property of the Shenzhou special car is heavy, it is a heavy asset model.
Shang: The severity of the model is not important, we can look back, that year was blown the sky Light asset model has a few now do good, ppg do not know whether you still remember, online selling shirts, now still alive? Too light mode means no doorsill, no barriers to competition, can you do why I can't do it? The competition must be brutal, including the same year's group buying site, also. The most important view of the importance of efficiency, Shenzhou car model, can have a high efficiency, a good user experience, this is the most important.
Extended reading:
The model of Shenzhou car is closely related to the business model of China Shenzhou Special car has sufficient sources of vehicles, and these are drops and fast and other bus platforms do not have, with the tightening of supervision, the competition between the special trains is bound to be within the framework of the law, how to change the original business model, to find the point of differentiation, is a problem in front of the drop car.
On the surface of the drop of the car and the Battle of Shenzhou, is actually two business models of the game. The new company likes to flaunt the soft asset model and gain a higher return on investment. However, high returns on capital are often associated with high risk.
Take the car as an example, the drop car is actually wandering in the edge of an existing law, gambling is the relaxation of regulatory policy, this kind of operation is not stable to some extent, its risk is relatively high. However, for ordinary users, the demand is a kind of affordable and convenient, drop the car or the Shenzhou car or, with which home does not matter, but, for enterprises, once touched the policy red line, encountered may be a big ridge.