In response to concerns about a possible cancellation of preferential subsidies after drops and fast marriages, the drop-and-quick statement said yesterday that the company would continue to grant subsidies to passengers and taxi drivers for a very long time. Industry pointed out that the current user habits are still in the training stage, taxi software still need to "burn money" to shop the market, but the merger of two companies do make mobile phone taxi-related market in the original fierce competition, in the monopoly market disputes, fast and drop can stabilize the user?
To continue to subsidize the stability of users
Since February 14 mobile phone taxi two big giants fast and drop "hand", the majority of users are most concerned about whether the two will cancel the original red envelopes subsidy, taxi coupons and other concessions, or reduce the strength of preferential subsidies.
In order to maintain the easy development of the users, dispel their doubts, drip and quick voice said that the red envelopes for passengers and incentives for drivers will continue to be issued. Before that, the new company president Liu also pointed out: "The Internet travel market space and imagination is still huge, the market is still in a high-speed growth period." After the merger of two companies, substantial subsidies are still needed to prop up the market. "But the statement did not clear the amount of subsidy, whether the size will change."
Industry watchers point out that the biggest competitor of mobile phone software has been the traditional road-waving habit, and fast, drop in the past more than a year can change the single way to recruit, rely on is to hit the money subsidy strategy, and once waived subsidies, especially in the current user stickiness is still insufficient situation, whether the passengers or drivers , the chances of abandoning a taxi software are quite large. In view of this, fast and drop must not at least in the short term will not give up the subsidy of this "sharp weapon."
Beijing newspaper reporter in the trial of a quick taxi app and drop a taxi app found that red envelopes, vouchers, integral exchange functions can be normal use, and the two companies have no change before the merger.
Future development strategies remain variable
A person familiar with the matter told the Beijing Business newspaper reporter, as the spring festival holiday just ended, the company has not begun formal work, quick taxi and drop a taxi two brands remain independent operation.
However, in the near future two companies will be integrated, as for the two app will be open account, whether there will be changes in personnel structure and other specific rules, the company will hold a conference in March to explain. It is not difficult to see that the two companies after the merger of the development strategy and direction still exist large variables.
Hu Gang, Secretary General of China Internet Association Research Center, said drops and fast merger, so that the original phone call car (refers to Volkswagen Taxi) market formation of the duopoly balance break, the market competition disappears, the future two software operations will be consistent, users in the duopoly competition status and the disappearance of the state, The benefits enjoyed will never be the same.
In addition, it is worth mentioning that, as the "king" behind the Tencent and Alibaba had a taxi software set off the "ban" war, perhaps because of the Spring festival holiday, Tencent Micro-letter has not yet to a quick taxi open, but in the future Tencent and Alibaba will be dripping, fast non-discriminatory, equally open resources, There is also uncertainty.
Whether the monopoly market is causing controversy
While celebrating the joys of marriage, the drop is likely to worry about antitrust investigations that may be faced by competitors who are prone to use their cars to report.
As early as February 16, easy to use car said to the Ministry of Commerce Antitrust bureau, the National Development and Reform Commission reported fast and droplet merger suspected violation of the Anti-Monopoly law, request to investigate and prohibit the merger of two companies. Also due to the relationship between the Spring Festival holiday, the current regulatory authorities have not issued a notice on this matter. Easy to use car related to the person responsible for the Beijing business newspaper reporter replied: "The report is not only the release of news to win attention, will continue to promote the relevant departments of the investigation." To this end, both sides also set off a verbal war. Easy to give the reason is that the fast monthly revenue more than tens of millions of dollars, beyond the antitrust reporting standards, at the same time two merged in the relevant market share of more than 90%, in fact, constituted an oligopoly. And the quick and drip retort that the declaration has not reached the threshold.
In Hu Gang's view, the crux of the matter lies in the "relevant market" defined scope, in terms of mobile phone market, fast and drop whether from the turnover or market share, I am afraid that is beyond the provisions of the anti-monopoly law, but if the "relevant market", including taxis, business about car rental, such as the overall car leasing market view, Rapid and drop of the merger is far from the standard to declare to the Ministry of Commerce. However, the controversy also highlights the need to improve the laws and regulations, especially in the present, the mobile Internet has changed the various sectors of the operation of the main and business model, the relevant laws and regulations should be based on changes in market conditions and improve, so as to better protect the interests of consumers.