The taxi once again ushered in the carpool application subsidy war, how long can maintain?

In the O2O travel market, the taxi subsidy war has just died down, the smoke has not scattered the battlefield and ushered in a carpool application of the subsidy war.

a frequent use of carpool application travel users to Sina technology, the recent several carpool app are improving their own subsidies, from the previous a few pieces of money to more than 10 yuan, and to the Spring Festival, there has been a subsidy of more than 20 yuan or even 50 yuan.

The strength of
's app subsidy is mainly supported by the amount of financing the company obtains. But how long can this be sustained if only the money that is financed is subsidizing users to push the industry forward?


Business or feelings


"subsidy will not be the normal car market," said Changang, a little carpool CEO, although they also invested a lot in the subsidies of the carpool market, but this phenomenon is staged, the market and users need subsidies to educate and guide.


, co-founder of Yang, agreed with the idea, "now each home Carpool app subsidy method and intensity are similar, one is to awaken that part has already downloaded the client but did not publish the line user, two is lets more people accept and agree to share the economy".


Yang that in the carpool market to attract users should be through the carpool app, can for the private car owners to develop a reasonable route to help control the efficiency of the time and to reduce the cost of travel, for those who do not have a car for the office to facilitate the trip.


Obviously, one side of the carpool app thinks it's necessary to educate the market through subsidies, and in this way, to nurture a user's sharing spirit, which, when it goes deep into the private car owners, can still function properly even if the subsidy is eliminated.


But according to Sina Science and technology, the car owners who have access to carpool apps are not. In the Sina technology random visit of three car carpool drivers, when asked to access the reason for the application of carpool app, the answer is no exception: high subsidies can reduce their work or work hours when the cost of travel.


for several carpool app how to choose, the above three owner all said, although the route formulation is reasonable will be they consider factor, but the subsidy strength still in the choice condition occupies the highest weight.


The owner of a carpool app, surnamed Guo, said to Sina technology that since the carpool software belonged to a stranger, security concerns arose, so that both the owner and the passenger were willing to socialize. In this kind of psychology, once the user from the carpool software to find the trust of the carpool, their carpool behavior and carpool application has no relationship.


According to the official figures of the car, the current owner of more than 2.2 million registered users, the daily order volume of 100,000 or so, according to this group of data, the user's active degree there is room for improvement. It seems that the car-pooling app wants to educate an ideal car-pooling market with subsidies.


for the Carpool app, in the current market environment of such a scramble to increase subsidies, who will be able to raise faster financing earlier, but also become a carpool app can survive a condition, so that the whole car market will fall into the "Matthew effect", that is, the faster the financing more through subsidies to attract more users, More users will be able to attract the next round of financing more quickly.


in this case, the market will be polarized development, more money into the relatively small number of 2-3 companies, it is easy to generate market bubbles, since the bubble, one day will eventually break. However, the future challenges of the carpool market are much more than the impact of the subsidy war, and the future business model is being hampered by its own service model.


Space and Risk


from the current carpool app, the main provider of information access services, acting as an intermediary role, and to simplify the distribution of passenger and car benefits flow. That is, there is a need for the car owners to subsidize the fares and the oil charges, and the passengers have to improve their traffic comfort, in fact, this information access platform does not have the core interests to be firmly tied.


This business model is very much like the Internet group purchase, and in the carpool industry, every day with the car Gong, tick carpool song have group buying industry background. When the group purchase can be a new user for merchants, through concessions to attract new customers to shop consumption, through high-quality products, services, the environment will be new customers become regulars, regulars, group purchase site Commission business model. As a result, this vision rarely buys a website to reach, and eventually acts as the role of low price promotion and digestion of excess capacity.


though not sure, carpool market will not absorb the lessons of the group buying market, but when every day, tick, a little carpool app CEO was asked to carpool industry future business model, did not clearly give a mature business model, they all said that the current market is still in the user accumulation stage, If there is not enough users to talk about commercialization is empty, there is still a lot of room for development after the user.


Gong that, in the car market mature, carpool app can be fully thought of car owners to provide follow-up consumption guidance, there is a great potential for car washing, maintenance, repair and other car O2O entrance. Song said, carpool platform through the passenger destination, car time and other aspects of large data accumulation and analysis, can become travel, tourism O2O an important channel.


in the past year, O2O in the domestic rapid development, many offline services or through the independent app or through other similar forms of HTML5 into people's vision, in other words, to now O2O the pace of development, when the car market is maturing, these "possible" Other O2O services associated with them have their own professional channels or proprietary products.


to remove its own prospects unknown, carpool app also faces the threat of giants. Droplet rapid merger, the user mobile car's entrance unified together, master a large number of users and consumer habits of them, if you want to cut into the market, just in a new update to the implantation of a function.


on this, Gong think, drop fast to do a taxi start, to cut into the car market or there is a lot of difficulty, "the taxi market only needs to be the user's needs and position timely feedback to the taxi driver can, but carpool not only need to frame the bridge between the two, Also need to make a reasonable route planning and accurate oil cost estimates.


But according to the former drop of technical staff said, in the background to make such a service system to drop the technical strength is not difficult, if the drop fast in this area of travel "giants" into the car industry, in the large data processing and analysis can also get more support, which will form an advantage.


In addition, the Shenzhou car rental has made public clear the mobile travel entrance strategy, in product planning mainly to car rental and car mainly to Peer-to-peer car rental and carpool supplemented. In view of this, carpool business not only to face drops fast such as the threat of taxi travel app, but also face the special car app squeeze.


Unfortunately, has been "internal and internal" of the carpool business, in the laws and regulations still do not have access to clear text support, so that some of the owners involved in the cautious attitude, fearing that after the car became illegal operation, will be mistaken for black cars, by the relevant departments of punishment.


Industry Risk

Whether the
is legitimate has been a controversial focus, although a number of cities have adopted policies to encourage carpool, the Minister of Transport in the two sessions to encourage citizens to join the passenger car, but "the name is not straight" is still a carpool business together failed to pass the threshold.


According to the provisions of the Road Transport Ordinance, if the road transport operation is not obtained without permission, he shall be ordered to stop, confiscate the illegal income and pay a fine; the measures for the management of urban taxis stipulate that the units and individuals illegally engaged in the operation of taxis without authorization shall be ordered by the urban Passenger Transport authority to stop the illegal act And sentenced to a fine of less than 30000 yuan of 5000 yuan.


as of now, there is still no accurate definition of carpool vehicles in China. Another carpool app "51 with the car" is defined by several conditions: The goal should be non-profit, the price on both sides should share the cost, the owner has fixed work, driving line fixed, time for the upper and lower period of time, passengers must be fellow travellers.


for the above conditions, the Internet industry lawyer Zhao Occupation, he pointed out that the public service for the purpose, and the route fixed is the main definition of the standard car.


In addition Zhao occupation pointed out that in the course of carpool if the passengers and the owner of the vicious event or during the accident occurred, the responsibility between the two parties is still a blind spot.


a Zhang surname owner of Sina Technology said, if the car in the process of accident, the insurance company may exclusions. As the private car in the nature of the family for their own use, carpool charges are changes in the nature of the behavior, suspected of illegal operation, without prior notice of insurance companies and increase premiums, in case of traffic accidents, insurance companies may therefore exclusions.


Yang Frankly, although from the government management to local policies are encouraged to carpool, but for the standardization of car-pooling policy will take some time, and the relevant policies to implement the actual landing in some areas still lag.


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