Easy to Uber or combined drop quick or panic

Fast drop of Valentine's Day marriage to seize the market first throne, this will undoubtedly be easy to and Uber pose a threat. Internet analyst Ding speculated that even if two companies did not merge, there would certainly be some strategic moves.

Inadvertently, Uber will and easy to merge the news in the market upload uproar, triggered the curiosity of onlookers, also provoked the car industry practitioners nerves. Because this merger is related to the competition pattern of the car industry, but also related to the future of burning money fierce degree.

Obviously, Valentine's Day marriage drop fast Let the earliest opening of the domestic car business easy to use cars a bit, accelerated the negotiation with strategic investors speed. In addition, January 8 this year, the Ministry of Transport for private cars are strictly prohibited to participate in taxi software "car Service" statement also to the industry participants blow, strong alliances to increase risk-resistant ability or Uber and the common thought of high-level.

But as of now, Uber China has no response to the rumor, and is apt to respond in its official microblog on March 20, saying, "Welcome cooperation, but there is no need to talk about the merger." ”

Easy to Uber or combined drop quick or panic

A few days ago, media reports said, easy to and Uber will be merged, and will hold a conference next week. The journalist tried to contact the person in charge of the Uber and the telephone, but the phone couldn't be connected. However, some insiders said that it had been private to the company insiders, but their attitude is ambiguous, neither certainly nor negative, this with the previous transmission easy to and droplet merger when the founder immediately out of the rumor of the attitude is different. Internet analyst Ding speculated that even if two companies did not merge, there would certainly be some strategic moves.

In addition, a person who has contacted the two companies in the investment agency also said to the financial weekly reporter, "before easy to and Baidu also contacted, because as a strategic investor in Baidu, travel O2O field is more important." To later may be through Baidu to introduce, because Baidu is not only Uber investor, Baidu Map is easy to strategic partners, so it should be through Baidu to let the three parties sit together, this in business logic is to work. However, it is not clear which part is specifically discussed later. ”

In fact, Uber and easy to cooperate is the geographical and the favorable.

First of all, from the current competitive environment, the fast drop of Valentine's Day marriage let the car market platoon is disrupted. Dropping fast will seize the market's first position, which will undoubtedly pose a threat to the Uber and the attempt to open the Chinese car market. If the joint, not only have the opportunity to fight for the market leader's seat, and the market development space will not be drop fast of the diversion.

Second, the current car market in the domestic still belongs to emerging markets, the user size is still very small, the need for the company's happy enclosure. "Companies are now at the stage of burning money to seize market share," said the investment agency. Before the drop quickly melted a billion of U.S. dollars, plus its behind Tencent and Ali two big gold Lord's support, capital strength is very strong. Although some funds have been merged before, their independent third party resources are not enough, so it is necessary to find a bigger partner. ”

From the current situation, Baidu and Uber are the best candidates for their partners.

Baidu capital strength, and Uber has carried out 5 rounds of financing, the current valuation has been as high as 40 billion U.S. dollars, become unlisted technology companies in the most valuable enterprises. So the two companies are "not bad money", but the bad entrance.

and entered China for more than a year Uber always because of acclimatized and not high visibility in the country, at present, the number of vehicles owned by China is not in the order of Uber, so it is urgent for the company to have a "local" gene to enhance the recognition of local users and expand the scale of business.

Dingdao also said, "Uber good at technology and services, but weak in localization, and easy to be localized enterprises, but the financial strength, technical aspects are inferior to Uber, so the two sides can form a good complementary effect." ”

Private car policy change bureau or face business transformation

In fact, Uber and easy to the business model is very different. Uber is the first car service company, which is mainly through Peer-to-peer mode to achieve the goal of the vehicle, take the civilian route, most of its car from idle private cars. And easy to go in the high-end route. In an interview with the media, Zhou Ai said that it is easy to pay more attention to personalized services, and choose to work with a number of small car rental companies.

It is understood that the current easy to have covered 75 cities in the country, and began to expand overseas markets this February, and Uber China is currently only in Shanghai, Shenzhen, Guangzhou, Beijing and other small cities to carry out business. Although the operating models of the two companies are different, they are now facing the same troubles-legalization of private car identity.

Earlier this year, Beijing also launched a crackdown on vehicles using the Internet and mobile phone software to operate illegally in Shenyang, Nanjing and Shanghai. Since then, Beijing Traffic Law Enforcement Corps spokesman Liang Jianwei said that the current law enforcement personnel to find all the use of drip, easy to and fast taxi software to provide the car services, all of which belong to the "black car" operation.

In addition, the transport sector is determined. The industry insiders told reporters, "before January 8 this year, the Beijing municipal transportation authorities have interviewed easy to, at that time, the main topic is the issue of illegal operation of private cars." By January 8, the Ministry of Transport issued a notice to explicitly prohibit private cars to do car business, but to allow Third-party services, leasing vehicles, the company to send drivers to carry out the business. "In the same month, the drop was interviewed and then openly denied that it was only communicating with the transport department." Reporters in many ways to contact and call easy to use the car, the other side has always been unanswered.

The announcement, immediately aroused the industry practitioners a great response. It is reported that the current market on the company's most common practice is to connect the car to the leasing company, the driver is linked to the third party Labor company. A large part of the private car that is linked to the leasing company. Analysts said, "The car is now mostly private cars, but they will say they are working with the labor company, but it is worth mentioning that the labor company is also with the private car to cooperate, if it is illegal, these are illegal." ”

Therefore, for these companies, facing the problem of business transformation.

It is understood that the recent easy to the external bulletin, will be with the Haier Industrial and Financial Research Institute set up a joint venture company Sea Easy Travel, the company will establish the Internet travel resources sharing platform, and become the main vehicle for the future easy source. In addition, and Chery, Bo Tai Group to set up a new company, and plans in the next two years to launch the Internet intelligent sharing electric car "Yi qi."

And the previous has been in front of the media low-key Uber also began frequent contact with the media, and just held a conference, announced with Yongda Auto cooperation, to create "Internet + Car + finance" business model.

But the issue of government-controlled taxi licences is still the bottleneck of the development of the car business, including the easy to and Uber companies are currently in the exploration.

The official microblog responded to recent rumours that "cooperation is welcome, but there is no need to talk about mergers and the like". In addition, the recent policy changes in the industry indicate that it is working with government management to promote the healthy development of the industry in a more innovative and constructive manner, on the basis of understanding reality.