Uber win three times times finance: sit up to the last drop-drop, UBER-IT information

After getting Apple's $ 1 billion investment drops, it rivals Uber win 3 times times the investment. In the Chinese market, still a comparative advantage to the last drop, market speculation, "new money" will be used to discount the Chinese market by Uber. However, for bigger drops, has always been its greatest weakness in global markets. Competition between modes similar to Amazon and Alibaba.

With the platform to break out of the arms race, is hanging on in their head the supervision of swords, car May not come until the new deal, but rumours and draft difference, especially since May more frequent security issues have the potential to tighten the new deal, which all the major platforms to squirm. How to encourage shared premise address the industry problems? New deal will net about car reserved much space? These outstanding issues may find the answer in June.

Drops and Uber raise huge funds, the level of competition has risen to global markets. Drops to meet billions of market value, must be added to the international market of premium, the story speaks to the full. Competition between modes and are very similar to Amazon and Alibaba. If other applications or with the two giants fight platform, living space will become narrower.

Capital inflows continued to travel platform delivery.

On June 2, following drops announced after Apple's $ 1 billion investment, Senior Vice President of China Liu Zhen also confirmed to the 21st century business Herald reporter, Saudi Arabia's sovereign wealth Fund (PIF) to invest $ 3.5 billion in Uber, in history to the largest single investment made by private companies. Uber g round of funding as of now total as much as $ 6 billion, the investment will be used to support the Uber including China's global business growth.

Uber said in an e-mailed statement, PIF investment make it valued at more than 66 billion dollars and included in the most recent round of funding in cash.

In China market, Uber and drops are in hand-to-hand combat competition. On the premise of both parties with a strong capital, a new round of competition will also close down, tries to each other in the mouth to capture more of the market.

However, Liu Qing, President of drop meaningfully said a few days ago, leaders do not need to purchase shares in the market, only the smaller, lower-efficiency enterprises were forced to do so. "China is the unique market, technology will be the key to winning, subsidies no longer is the focus, no artificial 30% of subsidies would Mount for 30 minutes. ”

Discount China market

As a United States domestic companies, Uber has been stationed in over 69 countries and regions, more than 400 cities worldwide. Focus its expansion in recent years overseas, particularly in Asia.

Uber in China and India subsidiary were injected $ 1 billion trying to win market share from local rivals. This time introducing investment from Saudi Arabia, also aimed at increasing the local market share, currently in 9 countries and 15 City operations in the Middle East, including Saudi Arabia.

It is learnt that, because women are not allowed to drive in Saudi Arabia, so taking a taxi service is particularly popular with women in Saudi Arabia. PIF managing director Lu Mayan also said in a statement released, "we see that the company is how to improve the liquidity of the city around the world, and now we look forward to your participation in this process. ”

Uber global members of the Policy Advisory Commission, Bandar said Saudi princess, this is a symbolic investment shows countries in which direction to go, to put money into a visionary business. She added: "for Uber in our regional markets, many people still have considerable doubts about attitude, the PIF invest Uber just shows the situation has changed. ”

This is the step to raise the largest amount of investment over the previous round of the 2.8 billion-dollar investments, refresh the United States the largest financing companies. The future, the funds may invest in emerging markets in Asia because its business in China is still at a loss.

Uber CEO telaweisi·kalannike (Travis Kalanick) openly revealed that Uber in the United States are profitable, while operating losses of more than $ 1 billion in China. "Our performance in the world's top 30 cities generate more than $ 1 billion a year profit, which will contribute to the continued investment in our projects. ”

In order to quickly occupied the market in a short time, Uber had to join to a subsidy war. In March 2015, Uber people announced price by 30%, offers all of the passengers and drivers ' income borne by the Uber. In November 2015, of China's own data show that only 2% early market share they have been visited 21 cities, the overall market share of more than 35%.

Oligopoly pattern shows

Reporters combed the Uber and drops both companies roughly route of financing, financing capabilities of both sides is unmatched in the industry.

Since 2009, Uber 16 rounds of financing raising a total of more than tens of billions of dollars of funding, a total of 53 investors involved in the investment. Including Google, Baidu, giants such as Toyota. Drop in nine rounds of financing were given Apple's $ 1 billion, a $ 200 million company, Ant King clothing 200 million dollars of investment. This round of drops was to raise funds to the $ 3.5 billion, estimates will reach $ 26.5 billion.

Both sides from the previous subsidies extended to the field of technology and services. Covered cities numbers, lead to the last drop, in 400 cities in the country with more than 300 million users, Uber covers 60 cities in China, is expected to reach 100 this year.

In addition, a platform is easy to travel with car financing amount is more than $ 790 million, but far from enough to compete with the two giants. According to official data released on April 20, to the platform for our order volume has more than 600,000 users exceeded 40 million.

Drops of Chairman and CEO Wei Cheng said earlier in an interview with 21st century business Herald reporter, drops the application platform, express business is the biggest orders. Special trains and express trains daily orders has exceeded 10 million.

Thus, whether through localized, and ways of sharing data or through cooperation, Uber and competition has been heating up phase to the last drop, industry began to show effect of oligarchy.

Million euro-net CEO Huang Yuanpu told the 21st century business Herald reporters think, drops and Uber raise huge funds, the level of competition has risen to global markets. "Drop if you want to reach billions of market value, must be added to the international market of premium, the story speaks to the full. Only China is far from enough, competition between modes and are very similar to Amazon and Alibaba. ”

In his view, if other applications or with the two giants fight platform, living space will become narrower. Unless China car-like in order to utilize the existing vehicle fleet resources, B2C development commercial and high end of the market to a certain degree of competitiveness.

Two years after the IPO

In Recode the Assembly declared, the size of the new round of funding to $ 3.5 billion of the more than Uber, but Liu Qing said, future focus is not a subsidy to the last drop.

Liu stressed that the Internet user penetration rate is only 1%, there is huge potential for growth in the future. In 400 cities in the run to the last drop, there are already 200 made a profit. Compared with past years, drops the subsidy has been significantly reduced.

"Drops of almost 100% market share in taxi service, taxi service's market share is more than 80%. "Liu Qing said, when when you're in an absolutely leading position in the market, subsidies for training users is not the most important thing.

However, reporters learned that user subsidy drops did not stop completely, but take the form of difference and service upgrade. For example, when the user's single unanswered, drops will be subsidized, in remote areas, compulsory dispatch drivers by giving subsidies.

Actions are sending a signal to the outside world, the Internet travel subsidies for long past the era of expansion enclosure. Liu Zhen also agree she had told 21st century business Herald reporters, a healthy and normal market conditions, the driver's income should be achieved through efficiency increases and doubling capacity, rather than through high subsidies.

After the wild growth of recent years in, Uber and are forced to return to the nature of the business to the last drop in corporate profits. Recently, drops a financing material showed, the company plans to market in 2018. Liu Zhen said, Uber will seek a listing on the domestic Chinese companies, it will be at least two years.

In response, Huang Yuanpu analysis shows that the two companies will continue to compete in the Chinese market order indicators, and continuous improvement of internal profits, in case of not yet profitable to optimize financial statements. Therefore, the travel industry can no longer simply rely on subsidies to retain users, but efficiency breakthroughs in technology and management.

Uber轻松拿下三倍融资：滴滴坐不住了 - 滴滴,UBER - IT资讯

在滴滴获得苹果公司10亿美元的投资后，它的竞争对手Uber轻松拿下了3倍于此的投资。在中国市场上，滴滴还占据相对优势，市场猜测“新钱”将被Uber用来贴现中国市场。然而，对于想做大的滴滴而言，全球市场始终是其最大的软肋。二者的竞争模式类似亚马逊和阿里巴巴。

与平台间此起彼伏的军备竞赛相对应的，是悬在它们头上的监管之剑，专车新政在5月没有如约而至，但是坊间传言和征求意见稿差异不大，尤其5月以来频发的安全问题更让新政有收紧的可能，这让各大出行平台寝食难安。如何在鼓励出行共享的前提下解决行业问题？究竟新政将会给网约车预留多大的操作空间？这些悬而未决的问题或许会在6月找到答案。

滴滴和Uber融到巨量资金后，竞争层面已经上升到了全球市场。滴滴如果要达到千亿市值，必然要加上国际市场的溢价，这个故事才能讲得完整。两者的竞争模式与亚马逊和阿里巴巴十分类似。其他出行应用如果还是与两大巨头拼平台模式，生存空间将会变得十分狭窄。

资本的热钱还在源源不断向出行平台输送。

6月2日，继滴滴宣布获得苹果公司10亿美元投资以后，中国优步高级副总裁柳甄也向21世纪经济报道记者确认，沙特阿拉伯主权财富基金（PIF）将向Uber投资35亿美元，成为史上向私营公司所做的最大单笔投资。Uber的G轮融资截至目前累计高达60亿美金，这笔投资将用于支持Uber在包括中国等地的全球业务增长。

Uber在电子邮件声明中称，PIF的投资使其估值超过660亿美元，包括在最近一轮筹资中所获的现金。

在中国市场上，Uber和滴滴正处于贴身肉搏的竞争态势。在双方具备了雄厚资本的前提下，新一轮的竞争还将胶着下去，试图从对方口中夺得更多的市场。

不过，滴滴总裁柳青日前意味深长地表示，市场领袖无需购买份额，只有规模较小、较低效的企业才被迫这样做。“中国是独特的市场，技术将成为制胜的关键，补贴不再是重点，没有人为了30%的补贴而愿意登上30分钟。”

贴现中国市场

作为一家美国本土的公司，Uber已经进驻全球69个国家和地区的400多个城市。其近几年的扩张集中在海外，尤其是亚洲市场。

Uber在中国及印度子公司分别注入10亿美元，试图从本地竞争对手手中夺得市场份额。此番引入来自沙特的投资方，目的也是为了扩大当地市场份额，其目前已在中东地区的9个国家和15个城市运营，包括沙特阿拉伯。

据悉，由于女性在沙特不允许驾车，因此打车服务在沙特女性中尤为受欢迎。PIF董事总经理鲁马延也在发布的一份声明中表示，“我们亲眼看到这家公司是如何全球各地改善了城市的流动性，现在我们期待着自己也参与到这个过程中去。”

Uber全球政策顾问委员会成员、沙特公主班达尔表示，这是一笔具有象征意义的投资，表明了国家将往哪个方向走，要把钱投到具有富有远见的企业。她还补充说：“对于Uber进入我们这片区域市场，许多人开始还持有相当怀疑的态度，而现在PIF投资Uber恰恰表明了形势已经发生变化。”

这是优步筹得的最大一笔投资，超过之前一轮28亿美元投资，刷新了美国公司的最大规模融资额。未来，这笔资金极有可能投入到亚洲新兴市场中，因为其中国区业务目前还处于亏损中。

Uber CEO特拉维斯·卡兰尼克（Travis Kalanick）公开透露，Uber在美国是盈利的，而在中国的运营损失却超过了10亿美元。“我们全球业绩排名前30的城市每年产生10亿美元以上利润，而这些利润都有助于我们对中国项目的持续投资。”

为了在短时间内迅速占领市场，Uber也不得不加入到补贴大战中。2015年3月，Uber宣布人民优步降价30%，司机的收入与乘客的优惠全部由Uber自己承担。2015年11月，中国优步自己公布的数据显示，年初只有2%市场份额的他们已经进入21个城市，整体市场份额超过35%。

寡头格局显现

记者粗略梳理了Uber和滴滴两家公司的融资路线，双方的融资能力在业界可谓无人匹敌。

自2009年以来，Uber在十六轮融资里一共募集了超过百亿美元的资金，共有53个投资人参与了投资。其中不乏谷歌、百度、丰田等巨头。滴滴出行则在九轮融资里分别获得苹果10亿美元、阿里巴巴2亿美元、蚂蚁金服2亿美元的投资。本轮滴滴拟募集资金规模35亿美元，估值将达到265亿美元。

双方的竞争从此前的补贴也扩展到技术和服务领域。在覆盖城市数量上，滴滴暂时领先，在全国400个城市中拥有超过3亿用户，Uber在中国覆盖了60个城市，预计今年达到100个。

此外，另一家出行平台易到用车融资额已经超过7.9亿美元，但远远不能与前述两大巨头抗衡。乐视官方在4月20日公布的数据显示，易到平台的日订单量已超过60万，用户突破4000万。

滴滴出行董事长兼CEO程维此前在接受21世纪经济报道记者采访时透露，滴滴出行平台的各项应用中，订单量最大的是快车业务。专车和快车的日均订单已经超过了1000万单。

由此可见，无论是通过本地化推进，还是通过合作共享数据的方式，Uber和滴滴的竞争都已经进入白热化阶段，行业开始显现寡头效应。

亿欧网CEO黄渊普在接受21世纪经济报道记者采访时认为，滴滴和Uber融到巨量资金后，竞争层面已经上升到了全球市场。“滴滴如果要达到千亿市值，必然要加上国际市场的溢价，这个故事才能讲得完整。仅仅只有中国市场还远远不够，两者的竞争模式与亚马逊和阿里巴巴十分类似。”

在他看来，其他出行应用如果还是与两大巨头拼平台模式，生存空间将会变得十分狭窄。除非像神州专车一样，以盘活现有车辆资源为主，走B2C的道路发展商用或高端市场才能有一定的竞争力。

两年后或IPO

尽管在Recode大会的现场宣称，新一轮融资的规模要超过Uber的35亿美元，但柳青表示，滴滴未来的重点并不在于用户补贴。

柳青强调，互联网出行的用户渗透率仅为1%，未来市场还有非常巨大的增长潜力。滴滴在所运营的400个城市中，已经有200个实现了盈利。与过去几年相比，滴滴的补贴已经大幅减少。

“滴滴在出租车服务方面几乎100%的市场份额，在叫车服务方面的市场份额超过80%。”柳青坦言，当你在市场上处于绝对领先地位时，补贴培养用户并不是最重要的事。

不过，记者了解到，滴滴给予用户的补贴并没有完全停止，而是采取了差异化和服务提升的方式。比如，用户下单无人应答时，滴滴会相应给予补贴，在偏僻的区域，通过给予司机补贴而强制派单。

种种行为都在向外界传递一个信号，互联网出行早已过了用补贴圈地扩张的时代。柳甄对此也十分认同，她曾对21世纪经济报道记者表示，一个健康正常的市场环境下，司机的收入应该通过效率增加和运力翻倍来实现，而不是通过高额的补贴。

在经历了近几年的野蛮生长后，Uber和滴滴都不得不回归到经营的本质企业利润中来。日前，滴滴的一份融资材料显示，公司计划于2018年上市。柳甄也透露过，Uber中国公司会争取在国内上市，最少还要等两年。

对此，黄渊普分析认为，两家公司还会持续在中国市场争夺订单量指标，并持续改善内部盈利，在尚未盈利的情况下尽量优化财务报表。因此，出行行业的竞争将不能再简单的靠补贴留住用户，而是要在技术和管理效率上去突破。