Foreign Media: Uber shake the drops needed to redouble its efforts in China-travel to the last drop, UBER, step-IT information
Recently, the independent research organization owned by the FT "financial secrets" (FT Confidential Research) issued reports on China's taxi market, revealed in the taxi market in China, is undoubtedly the market leader, to the last drop, FT in first-tier cities survey shows that 91.3% of taxi users say, drops is one of the 3 most commonly used services.
Article States that wanted to challenge drops, Uber anterior MI, and drops hard to beat, and drops overseas to the Uber challenge.
"Financial secrets" (FT Confidential Research) for its independent research institutions in the financial times, provide in-depth analysis and statistical research on China and Southeast Asia. In these key markets, the research team based on private investigation and practical research, provides predictive analysis to investors.
As part of the following:
Taxi applications is becoming a big business. Recently, China's market-leading service provider of two drops and Uber completed large-scale financing, once again proved this point. Serious traffic congestion in large urban centres in China, has become a battleground of competing for market share on both sides here.
With the rapid growth in mobile Internet usage, in popularity among consumers. "Secret research by the financial times" surveyed 1000 users in China. Results show that at all levels in the city, groups of all ages and income groups, take a taxi for more than 60%. (As shown in the figure below)
Growing popularity of software 91.3% of users believe that the drop is in the forefront of source: FT confidential research
Last month, the user application using a taxi to complete an average of 8, average consumption totaled 181 million (27.5 dollars). Not surprisingly, the first-tier cities, young and higher-income consumers are using a taxi most frequent users. However, all respondents, 76.8% often use these applications take a taxi.
Get the Alibaba and Tencent and Apple support is undoubtedly the market leader, to the last drop. According to the survey. 91.3% of taxi users say, drops is one of the 3 most commonly used services. Uber ranked second, at 35%. But in the second-tier cities, Uber only 22% this, far less than the drop of 91.9%. (As shown in the figure below)
5 most popular taxi drop ahead
Question: do you travel software is that you use most often? Three optional. Source: FT confidential research
Drops of hearts
O2O marketing in China, burning money to gain market share is not unusual. A taxi service is no exception, and drivers and passengers often receive generous subsidies. Uber admitted each year in China burn more than 1 billion US dollars in cash. Drops CEO Wei Cheng 2015 says drops behind the $ 4 billion to prepare for the "market". Financing level of market-leading companies showed that burning money like this will continue. Drop after three weeks of access to Apple's $ 1 billion investment, Uber has declared the Saudi sovereign wealth Fund's $ 3.5 billion investment.
Uber head of China strategic said this month that Uber plans until the end of next year in China more than drop. We believe that this goal cannot be achieved. Drop user people; it has a stable market share advantage, thanks to a drop in cooperation with local taxi service and Uber provides limousine service. Also provides other transportation choices to the last drop. After drinking, for instance, the owners can drop to the driver.
Despite the global market drops have not been covered like a Uber, but by Uber competitor's cooperation with other countries to develop overseas business, international travel demand of Chinese users. Drops of partners included the United States Grab of Lyft, Southeast Asia, and India the Ola. Members of this Union are consolidating the company's technology, provide a more seamless user experience in the fight against Uber. Of course, such cooperation still lacked singleness of Uber-like platform.
Other small companies are trying not to be kicked out. For China auto rental support of China domestic listing is under preparation. Letv bought in October last year and easy car access to the parent company's capital injection.
Money can't buy the user
Related companies are spending large amounts of subsidies. We estimate that using Uber people service in Shanghai some 10 miles (about 16 kilometers) away only for RMB 24.9, drops price of Express was 32.7 million. Standard cab price is 36.8 Yuan. (As shown in the figure below)
Use the estimated cost of a taxi traveling 16 kilometers (subsidy)
According to Beijing, Shenzhen, Nanjing, Chengdu, Wuhan and Taiyuan 23 drivers access driver is willing to use multiple platforms simultaneously.
Subsidy level be adjusted frequently. A morning rush hour in Beijing in the near future, Uber-drivers can be up to 1.8 times the company being subsidized, price limit for each single 50 Yuan. If the driver has completed 22 single, will also receive an additional 100 Yuan in prize money. Drop express driver will receive subsidies of up to 1.4 times, every single subsidy limit of 40 Yuan. Complete 20 bonus of 80 Yuan.
Some drivers said that relative to the Uber, they tend to drop. This is because, settled with the driver drops every day, Uber can only be settled by the week. However, according to the level of change, most drivers will switch back and forth between the different services. Minor services, such as China and easy-to-use vehicle, often more expensive every single, but unable to get enough traffic to protect drivers ' income .
In the case of input subsidies, smaller companies may see a small success. For example, easy-to-use vehicle in application of the user consumption of 100 yuan per 100 Yuan subsidy. However promotion is over, users will be lost. Recently, the Uber promotional activities in Nanjing, each capped at 9.9 Yuan. Uber said in Nanjing, however, after the event, the driver and the passengers back to the drop.
Explore other business
Most of the taxis are exploring other business besides the taxi, such as auto finance and after-sales service. Launched auto financing business to the last drop, cooperation with China Merchants Bank to drop drivers car. In addition, by drop application, users can test drive Mercedes-Benz and Audi, as well as the cars of other brands. At present, the drops also began selling cars directly through the application, one of the models from manufacturers such as Beijing Hyundai. Uber and easy-to-use vehicle in cooperation with local financial institutions providing financial services.
Projected platform about to enter the area by taxi including, vehicle maintenance, insurance, advertising, online travel, as well as the use of user data.
Policy is clear
Policy remains the biggest uncertainty, the Government is finalizing the final regulatory policy, our policy is expected to take a more pragmatic approach, rather than the draft before it will be tough to manage standard copying a traditional taxi sharing travel industry.
Literally the attitude of the Central Government, government departments can be found there is reason to welcome this kind of service. These services are innovative, driven by the Internet, targeting the city centre traffic jams that provide solutions to the problems. From 2005 to 2014, the number of private cars has increased by 691% and taxis only grew by 15%, which led to many of the city's taxi capacity insufficient. (As shown in the figure below)
Taxis and private cars in China compared
Source: China National statistics, traffic, China Association of automobile manufacturers
In Beijing, there are about 95,000 car drivers through taxi, taxi numbers to 67,500.
Local governments deal with this type of service is not the same way. Uber Guangzhou Office was searched, and the drops of licences awarded by the Shanghai Municipal Government. Shanghai Municipal Government response at least proved that Government tries to balance between different interest groups, inclusive of a taxi. In our view, this approach will end up winning at the national level.
外媒：Uber要在中国撼动滴滴出行还需加倍努力 - 滴滴出行,UBER,优步 - IT资讯
近日，《金融时报》旗下独立研究机构“金融时报机密研究”（FT Confidential Research）发布关于中国打车应用市场的相关报道，调研显示，在中国打车应用市场，滴滴出行无疑是市场领袖，FT在一线城市调查显示，91.3%的打车应用用户表示，滴滴是他们最常使用的3款服务之一。
文章指出，想要挑战滴滴，Uber前路弥艰，滴滴地位难以撼动，而且滴滴还将在海外向Uber发起挑战。
“金融时报机密研究”（FT Confidential Research）为《金融时报》旗下独立研究机构，提供关于中国和东南亚的深度分析和统计研究。在这些关键市场，其研究团队基于私有调查成果和踏实的研究，向投资者提供预测性的分析。
以下为部分内容：
打车应用正成为一门大生意。近期，中国市场领先的两大服务商滴滴出行和Uber分别完成大规模融资，再次证明了这一点。中国大城市中心的交通拥堵严重，这里已成为双方争夺市场份额的战场。
随着中国移动互联网使用量的迅猛增长，出行应用在消费者中迅速普及。“金融时报机密研究部”对1000名中国用户进行了调查。结果显示，在各级城市、各种年龄群体和收入群体中，打车应用的使用比例超过60%。（如下图所示）
出行软件日益普及91.3%的用户认为滴滴位处前列来源：FT机密研究
过去一个月，用户平均使用打车应用完成了8次出行，平均消费总额为181元人民币（27.5美元）。意料之中地，一线城市、年轻的高收入消费者是使用打车应用最频繁的用户。不过在所有受访者中，有76.8%都表示常常使用这些应用打车。
获得阿里巴巴、腾讯和苹果支持的滴滴出行无疑是市场领袖。根据调查。91.3%的打车应用用户表示，滴滴是他们最常使用的3款服务之一。Uber排名第二，比例为35%。不过在二线城市，Uber的这一比例只有22%，远低于滴滴的91.9%。（如下图所示）
最受欢迎的5款打车应用滴滴遥遥领先
问题：你最常使用的出行软件是那种？可选三个一下。来源：FT机密研究
滴滴深入人心
在中国O2O市场，烧钱去抢占市场份额的做法并不少见。打车服务也不例外，司机和乘客常常都能获得高额补贴。Uber承认，每年在中国烧掉超过10亿美元的资金。滴滴出行CEO程维2015年则表示，滴滴手握40亿美元准备用于“培育市场”。市场领先公司的融资水平表明，这样的烧钱仍将继续。滴滴获得苹果10亿美元投资的三周之后，Uber就宣布获得了沙特主权财富基金的35亿美元投资。
Uber中国战略负责人本月表示，Uber计划到明年底在中国超过滴滴。我们认为这一目标无法实现。滴滴在用户中深入人心；它拥有稳固的市场份额优势，要归功于滴滴与本地的出租车服务合作，而Uber只提供专车服务。滴滴还提供了其他交通出行选择。例如饮酒后的车主可以通过滴滴叫来代驾。
尽管滴滴尚未像Uber一样覆盖全球市场，但正通过与其他国家Uber竞争对手的合作开拓海外业务，挖掘中国用户的国际出行需求。滴滴的合作伙伴包括美国的Lyft、东南亚的Grab，以及印度的Ola。这一联盟正在整合成员公司的技术，提供更无缝的用户体验，以对抗Uber。当然，这样的合作仍然缺乏类似Uber平台的单一性。
其他小公司在竭尽全力不被踢出局。获得神州租车支持的神州优车正在筹备国内挂牌。而去年10月被乐视收购的易到用车则获得了母公司的资本注入。
资金买不到用户
相关公司正支出大笔补贴。我们估计，使用Uber的人民优步服务，在上海的一段10英里（约合16公里）路程价格仅为24.9元人民币，滴滴快车的价格为32.7元人民币。标准的出租车价格为36.8元人民币。（如下图所示）
使用打车应用出行16公里的估计成本（补贴后）
根据我们对北京、深圳、南京、成都、武汉和太原23名司机的访问，司机愿意同时使用多个平台。
补贴水平会频繁调整。在近期北京的一个早间高峰时间，Uber司机最多可以获得公司的1.8倍补贴，而补贴上限为每单50元人民币。如果司机完成了22单，那么还将获得额外100元人民币的奖金。滴滴快车的司机则可以获得最多1.4倍的补贴，每单补贴上限为40元人民币。完成20单的奖金为80元人民币。
一些司机表示，相对于Uber，他们更倾向于滴滴。这是因为，滴滴每天都会与司机结算，而Uber只能按周结算。不过，根据补贴水平的变化，大部分司机会在不同服务之间来回切换。小规模服务，例如神州优车和易到用车，往往每单价格更高，但这些应用无法获得足够多的流量来保障司机的收入。
在投入补贴的情况下，小公司会看到短暂的成功。例如，易到用车会对用户在应用中消费的每100元再补贴100元。然而推广活动一结束，用户就会流失。近期，Uber在南京展开了推广活动，每单封顶价格为9.9元。然而南京的Uber司机表示，在活动结束后，司机和乘客都改回了滴滴。
探索其他业务
大部分打车应用正在探索除打车以外的其他业务，例如汽车金融和售后服务。滴滴推出了汽车金融业务，与招商银行合作向滴滴的司机卖车。此外，通过滴滴应用，用户可以试驾奔驰、奥迪，以及其他品牌的车型。目前，滴滴还开始通过应用直接卖车，其中的车型来自北京现代等厂商。Uber和易到用车也与本地金融机构合作，提供金融服务。
预计打车平台即将进入的领域包括，车辆保养维修、保险、广告、在线旅行，以及对用户数据的利用等。
政策即将明朗化
政策仍是目前最大的不确定因素，政府正在敲定最终监管政策，我们预计政策将会采取更务实的态度，而不是像之前的意见稿一样将强硬的传统出租车的管理标准照搬至分享出行行业。
从字面上看中央政府的态度，可以发现政府部门有理由欢迎这类服务。这些服务具有创新性，受互联网驱动，针对大城市中心严重的交通拥堵问题提供了解决方案。从2005年到2014年，私家车数量增长了691%，而出租车数量仅增长了15%，这导致许多城市的出租车运力不足。（如下图所示）
中国的出租车和私家车对比
来源：中国国家统计局中国汽车制造商协会交通部
在北京，有约9.5万专车司机通过打车应用工作，而出租车数量为6.75万辆。
地方政府对待这类服务的方式也并不相同。Uber的广州办公室遭到了搜查，而滴滴则获得了上海市政府的牌照。上海市政府的回应至少证明，政府试图在不同利益集团之间做好平衡，包容打车应用。我们认为，这种方式最终将在全国层面胜出。