Drops Uber open financing wars: spending so much money on how to use it? -Drops, UBER-IT information
A conservative estimate, drops, and Uber divine car and three car platforms lying on $ 15 billion in cash currently on the books, but their financing continues.
Holding huge cash reserves on the one hand, while continuing to finance car platform to what purpose? Some analysts pointed out that this is aimed at establishing capital barriers, and industrial monopolies.
Car subsidies would be cool
Drops last month after getting Apple's $ 1 billion investment announced on June 2, Uber announced $ 3.5 billion investment by Saudi public funds. Subsequently, announced Liu Qing, President of drops, drops this round of financing amount is well above the US $ 3.5 billion.
Beijing, combing the discovery of relevant information, China car currently has 20 billion yuan cash resources can be deployed. Uber, according to its disclosure, the current account has a $ 9 billion cash reserve. As of early February, drops account has $ 3 billion after the completion of this round of financing, cash reserves may continue to rise. According to this calculation, cash reserves of more than $ 15 billion on the three platforms.
For a new round of financing, Uber Senior Vice President Liu Zhen, China said the $ 3.5 billion in financing will be used to support Uber global business growth, mainly for the Chinese market. China car Chairman Lu Zhengyao say car wars are over, will focus on business areas in the future. Drops did not announce a new round of financing specific uses, but stressed that the costs will continue to decline in the subsidy.
Market competition pattern remains uncertain
Decreased spending for subsidies, high finance that car platforms will be used where? The Internet Society of China Internet "+" study centre Deputy Director Li Yi interview with Beijing, analysts said, or for technology research and development, and the improvement of security measures, "after all the current car is the most controversial security issues. ”
It is understood that the car since its birth, security incidents have occurred in recent days, campaign hands aboard special trains were also cut.
"In addition to security issues, special reserves to prepare for the uncertainties of the future. "Li Yi said, although the private car market basically stable, small chance the possibility of change in the future, but screen picture about new rules, does not rule out new ground, car show the short-term shocks.
October 2015, the Internet booking taxi service of the interim measures for the Administration (draft for soliciting opinions) released, but up to now, has yet to drop.
Founder and CEO Chang Ai Media Advisory believes that car new regulations consistent with the draft basic principles, or change an existing lead field of competition.
Analysis of high frequency finance aims to build barriers to capital
One hand holds a large amount of cash, and keep financing and vehicle platforms to what purpose? An interview with Beijing, transportation expert Xu Kangming said, first established with a capital of barriers, this can be their "ammunition" and constrained competitors and industry "new man".
Xu Kangming explains, "when barriers to establishing a car platform to introduce investors, there are signed ' ban similar products ' agreement. "This case of déjà vu, in April this year," Ali divestment Shenzhou "news, followed by the end of May, submitted by Alibaba Group's annual report, Ali prepared jointly Ant gold suit again fastest $ 400 million to the last drop.
"In addition, the car set up capital barriers can achieve independent pricing, decision making and the percentage of drivers. "Xu Kangming said this is monopoly capital barriers derived from industry, resulting in a" winner and manpower to eat "situation," and cruise taxi on this point, because it belongs to the quantity and prices of regulated industries. ”
滴滴Uber开启融资大战：账上那么多钱怎么用？ - 滴滴,UBER - IT资讯
保守估计，滴滴、Uber和神州专车三家专车平台目前账面上趴着150亿美元现金，但它们的融资仍在继续。
一方面手握巨额现金储备，一方面还在继续融资，专车平台目的何在？有专家分析指出，这是意在建立资本壁垒，进而实现行业垄断。
专车补贴将降温
自上月滴滴宣布获得苹果公司10亿美元投资后，6月2日，Uber宣布获得沙特公共基金35亿美元投资。随后，滴滴总裁柳青宣布，滴滴本轮融资金额远高于35亿美元。
中新网梳理相关信息发现，目前神州专车有200亿元人民币可调配现金资源。Uber方面，据其透露，目前账上有90亿美元的现金储备。截至今年2月初，滴滴账上有30亿美元，此轮融资完成后，现金储备或会继续上升。按此计算，三家平台上现金储备超过150亿美元。
对于新一轮融资的用途，Uber中国高级副总裁柳甄表示，35亿美元的融资将用于支持Uber全球业务增长，主要用于中国市场。神州专车董事长陆正耀表示，专车大战已经结束，未来将关注汽车电商领域。滴滴方面虽然未公布新一轮融资的具体用途，但强调，用在补贴的上费用将继续下降。
市场竞争格局仍存不确定性
用于补贴的费用下降，那专车平台巨额融资将用于何处？中国互联网协会“互联网+”研究咨询中心副主任李易接受中新网采访时分析称，或将用于技术的研发和安全措施的完善，“毕竟目前专车最有争议的就是安全问题。”
据了解，专车自诞生以来，安全事件屡有发生，近日，还发生电竞选手搭乘专车被砍事件。
“除了安全问题，专车的资金储备可为未来的不确定性做准备。”李易说道，虽然目前专车市场格局基本稳定，未来发生改变的可能性几率也较小，但是网约车新规仍存变数，不排除新规落地后，专车市场呈现短期震荡。
2015年10月份，《网络预约出租汽车经营服务管理暂行办法》（征求意见稿）公布，但截止目前，仍尚未落地。
艾媒咨询创始人兼CEO张毅认为，专车新规若和意见稿基本原则一致，或将改变现有出行领的域竞争格局。
分析称高频融资旨在建立资本壁垒
一方面手握巨额现金，一方面又不停地融资，专车平台目的何在？交通专家徐康明接受中新网采访时候表示，首先是建立一个资本壁垒，这样既可充足的自己的“弹药”，又可以约束竞争对手和行业“新人”。
徐康明解释道，“壁垒的建立在于专车平台引进投资者时，不乏签订了‘禁止投同类产品’的协议。”这种案例似曾相识，今年4月份，“阿里撤资神州”的消息传出，随后，5月底，阿里巴巴集团递交的年报显示，阿里准备联手蚂蚁金服再投滴滴快的4亿美元。
“另外，专车平台建立资本壁垒后还可以实现自主定价、决策与司机的分成比例。”徐康明说道，这是资本壁垒衍生出的行业垄断，造成一种“赢者统吃”的局面，“而巡游出租车就做不到这一点，因为它属于数量和价格管控行业。”