What you see is what you get: drops and Uber network about vehicle under real-world war drops, Uber-IT information
After obtaining the $ 7.5 billion investment in supply, availability of ammunition has been filled to the last drop to 10.5 billion dollars, as the mobile network area of the most powerful companies in the world, one of the drops of future expansion seems very flat.
But facing the same Uber of financing of US $ 6 billion, both sides wanted to close 1-2 years of world war, future no one could judge, so I can only according to their online case, to talk about the war under real conditions.
According to publicly available information, Uber now cover 70 countries and 400 cities in the region, spread across 6 continents, including North America, Australia and Europe, the Middle East and Africa have been profitable. In China, there are more than 60 cities Uber service, on this basis, Uber targeting those cities of more than 3 million people.
Meanwhile, the drops have provided services in 400 cities in China, according to the drop is, of which more than 200 cities have begun to make a profit and, in addition, drops overseas issue of on-line services as scheduled, with the United States taking a taxi software Lyft cooperation, Chinese users can include Seattle, 200 United States cities, using the drop service.
At this time, "barbarians at the gate" to describe the Uber in relationship to the last drop, may be appropriate. For the drops, and with home advantage achieved great development, overseas business expansion has become an important strategic goal, yet the intruder, Ube, and overseas markets, "the sun never sets" Empire, still fall far short of the coveted China's ambitions.
But according to statistics, in 2015, China took a taxi orders for the United States more than twice times in the same period, said China's situation, to a certain extent, determine the final winning of the two giants.
Focusing on China, I would like to talk about the issue of 3.
1th is the relevant regulatory issues.
States whether the network about the car industry is a greater intensity of supervision? In my opinion, not necessarily, at least for the next 2 years it's not a question. Monitoring calls for supervision necessary from the operating system on the one hand, the other hand about bus service from Internet security problems.
On the former, the whole Internet about cars whether the service will soon be mandatory supervision? The answer is no, under the current economic situation in China, by referring to the financial development of the Internet experience, maybe we can get some answers. Since 2013 financial since entering the rapid development of the Internet, 2 big events worthy of attention, one of which is the rise of mobile payment, and the other is the rise of Internet banking platform.
In PayPal with micro-payments, third party payment platforms continue to erode the market share of China UnionPay, relevant departments of this attitude is almost nothing, only Union made some slight resistance at a later stage. In fact, China UnionPay as an inter-bank transaction clearing platform, behind the big banks will, just to limit the interface, third party payment platforms will be beyond redemption, but banks don't do. With extensive users of enterprises to establish universal credit system, promote the development of consumer finance, and even the development of the Internet industry, the interest is much more important than the Cup itself.
Internet banking platform will run continuously since birth, once upon a time, the financial sector is known as the third pillar of China's economy in the future. But the fact is, in the face of demand for loans of 15 million SMEs, Internet banking platform to some extent solves the problem of banks short-term solution, but for series e rent episode policy for discussion of financial supervision, and will probably last for years.
About the Internet industry compared with the Internet industry, we can find a lot of similar or superior place, which includes a wide range of user groups, 9E-07% crime risk, cars idle resources optimization, hundreds of thousands of jobs and relieve traffic congestion ... ... Then look back at the relevant regulatory actions, in addition to being outside of interviews, there is no other practical measures, for regulators, as long as the proper norms about the Internet industry up and running, other positive innovation is not going to be too much control.
But this not representative regulatory not coming, through view Uber and drops drops behind investors information can see, Uber behind investors more for both at home and abroad professional institutions, and drops drops behind is is professional institutions and personal half, especially worth note of is, which also has has Government background of China investment limited responsibility company, as sovereignty investment fund, for strategy of positioning, CIC investment main limited in financial, and oil, and gas, and mineral and based facilities engineering, field, Usually is deemed to be of strategic importance to the national project to buy stake in little domestic Internet industry.
History, its in 2012 alone invested $ 900 million company to help Ali completed its $ 7.6 billion to Yahoo plans to buy back shares. In other words, drops be CIC vote second in Chinese technology companies. This may be drops in the face of regulatory control of a big kill.
2nd is the matter of open city
Drops at this stage of international expansion, investment mode, including Southeast Asian taxi software GrabTaxi, and India took a taxi software Ola, United States taxi software Lyft, compared with Uber it is enough to mention, drops this more the story depicts the international capital.
But drops in the country has opened a taxi service in 400 cities, continue to expand if there is meaningful? According to the latest data 2015, only 94 cities ranked third-tier cities in China, which also included the emerging third-tier cities, and four line most of the urban population is below 1 million.
That means the drop is complete coverage of the most developed cities, and continue to penetrate to the four cities, but the ensuing question is further covered the city is able to bring more value to the last drop?
In new cities, Hangzhou, for example, in Xiaoshan and Yuhang district, outside the main city and other places, the taxi starting price is only 5~7 Yuan, unless it's trudge 20 kilometers to the city, or in many cases, raise prices and prices of taxi services is not too large. Similar examples can be taken in three cities of Anqing, a friend once joked, in Anqing 20 you can take a taxi from the East to the West of the city. That's just the price of contradictions.
From the observation of the situation does not represent a global state, but also has some references, and four or five cities as demand has developed cities around cars, remains to be elegant, far more than the four or five cities in the developed cities, its operation and maintenance cost increases must be with penetration.
From a Uber move can find some clues, covering 60 city, Uber does not accelerate its smaller cities, but focused on the city of 3 million people, apart from layout to promote the needs of here there is their own thoughts.
So in my judgment is, drops must have known this, but as a native leader, drops, covering cities is more symbolic than practical significance to a certain extent, both on the capital market, and for regulators. This means that Uber and drops in the next war, confrontation will not be too much on the medium and small cities, developed cities will still be the main battlefield.
3rd is the driver's contention.
When we focus on large cities, we can find is that the current number of some car drivers are unable to meet the needs of users. In Beijing, for example, in the face of every 1 million single business, 40,000 vehicles clearly is not enough.
Respectively, dripping with Uber and driver communication, I was provided with the following information.
Uber drivers generally, generous incentives are Uber the main reasons of their choice, "If you just play, run more than ten a day, plus subsidies a week, you can get about 3500 earnings if diligent point, 6, 7,000 are available. "Uber said the driver told me.
Uber drivers, although less expensive compared to price drops, but by subsidies, it can still receive a high return, assuming the driver more hard work every day, 20,000 a month income, which is higher than most white-collar salary in Shanghai. The driver told me he came from home specializes in the industry, there are more than 20 other people, "work better than comfortable. "He regrets.
And drops the driver exchanges, they showed a different attitude, "Uber cheap, but lots of people took a taxi, drops or want to order, but fewer subsidies, we are usually looking at who benefits high and then to make a choice. "The driver told me to the last drop of just over 20.
In fact, starting from May, I am in the process of taking a taxi every day to chat with the driver, collected the views of probably more than 100 drivers, still as noted above, does not have absolute, but there are some references.
In these views in the I found has following several problem, 1th is, car driver began became a paid career, and far not saturated; 2nd is, driver of loyalty degrees very poor, returns of level is its decision of main factors; 3rd is, drops drops of profit is established in population bonus Shang of; 4th is, Internet about car service need upgrade and rich .
With Uber drivers ' income drops, can be said to be dismayed and four evening three differences, Uber low price high reward drops is the high price and low incentives, although almost the same income, but this bias will push people into the arms of Uber: Uber cheap. In tourist sufficient, and driver insufficient of situation Xia, with population bonus drops drops is can maintained towards four twilight three strategy of stable, but long seems, car driver sooner or later will reached saturated, supply and demand must also will reached balance, also burning 1 dollars, Uber to user brings of effect more significantly, will, because driver loyalty degrees of problem, drops drops except lot burn money, I'm afraid easily hard again save lost of car driver has.
眼见为实：滴滴与Uber网约车大战之下的真实状况 - 滴滴,Uber - IT资讯
在获得75亿美元投资补给后，滴滴可动用的弹药库已充盈至105亿美金，作为全球移动网络领域资金实力最强的公司之一，滴滴未来的扩张之路似乎显得十分平坦。
不过面对同样获得60亿美金融资的Uber，双方的大战想来还要胶着1到2年，未来的情况谁也无法判断，所以在这里我只能根据自己在线下遇到的情况，来谈一谈大战之下的真实情况。
从公开的资料来看，Uber目前覆盖全球70个国家和地区中的400个城市，遍布6大洲，包括北美、澳大利亚以及欧洲、中东和非洲等地区均已获得盈利。而在中国，已有超过60个城市开通了Uber服务，在此基础上，Uber又将目标瞄准了那些300万人口以上的城市。
与此同时，滴滴已经在国内400个城市提供服务，按照滴滴的说法是，其中超过200个城市已经开始获利，此外，滴滴海外一期服务业如期上线，通过与美国打车软件Lyft的合作，中国用户已可以在包括西雅图在内的200个美国城市，使用滴滴服务。
这时候，用“门口的野蛮人”来形容Uber之于滴滴的关系，可能是再合适不过了。对于滴滴而言，在凭借本土优势获得了长足发展之后，海外业务的扩张已成为其重要的战略目标，但是对于Ube这个入侵者而言，海外市场的“日不落”帝国版图，还远远不能满足其觊觎中国的野心。
不过根据数据显示，中国2015年打车订单数量为美国同期的2倍之多，可以说中国战场的状况，在一定程度上决定了两大巨头的最终胜负。
所以聚焦中国，我想谈一谈3个问题。
第一点是有关监管的问题。
国家是否会对网络约车行业进行更大强度的监管？在我看来未必，至少未来2年这还不是一个需要考虑的问题。目前监管的呼吁一方面是来自于运营体制的监管必要，另一方面则来自互联网约车服务的安全问题。
就前者来看，整个互联网约车服务是否会在短期内被强制监管？答案是否定的，在中国目前的经济形势下，通过参考互联网金融的发展经历，或许我们可以获取一些答案。自2013年互联网金融进入高速发展以来，有2大事件值得关注，其一是移动支付的崛起，其二是互联网理财平台的崛起。
在支付宝与微信支付等第三方支付平台不断蚕食银联的市场份额时，相关部门对此的态度几乎是听之任之，只有银联在后期做了一些些微的抵抗。实际上，银联作为中国跨行交易清算平台，背后是各大银行的意志，只要随便对接口进行限制，第三方支付平台便会万劫不复，然而银行并没有这么做。借助拥有广泛用户的企业来建立全民征信体系、促进消费金融的发展、甚至是互联网行业的发展，这些都要比银联本身的利益重要的多。
互联网理财平台自诞生起便跑路不断，曾几何时，金融业被称为未来中国经济的第三根支柱。然而事实却是，面对1500万中小企业的贷款需求，互联网金融平台在一定程度上解决了银行短期无法解决的问题，倘若没有接二连三的E租宝事件，政策对于互联网金融监管的讨论，或许还会持续几年。
将互联网约车行业与互联网金融行业做对比，我们可以发现很多的相似甚至是优越之处，这就包括广泛的用户群体、0.0000009%的犯罪几率、私家车闲置资源优化、数十万的就业岗位、减缓交通拥堵问题……再回头看一看相关监管部门的动作，除了被约谈之外，并无其他实际措施，对于监管部门来说，只要正确规范的将互联网约车行业运行起来，其他的良性创新是不会被过分管制的。
不过这不代表监管不会到来，通过查看Uber和滴滴背后投资人信息可以看到，Uber背后投资人多为海内外专业机构，而滴滴背后则是专业机构与个人对半，尤其值得注意的是，其中还有拥有政府背景的中国投资有限责任公司，作为主权投资基金，因战略的定位，中投投资主要局限在金融、石油、天然气、矿产以及基础设施工程等领域，通常在被视为对国家具有战略意义的项目买入股权，鲜少涉及国内互联网行业。
历史中，其仅在2012年投资阿里巴巴9亿美元，帮助阿里完成了76亿美元向雅虎回购股份的计划。也就是说，滴滴是中投公司投的第二个中资科技公司。这可能是滴滴在面对监管时的一大杀器。
第二点是有关开通城市问题
滴滴现阶段的海外扩张，采用的是投资方式，包括东南亚打车软件GrabTaxi、印度打车软件Ola、美国打车软件Lyft，其与Uber相比实在不足为提，滴滴此举更多的是描绘其国际化资本故事。
可是在国内滴滴已在400个城市开通打车服务，继续扩张是否还有实际意义？根据2015年的最新数据，我国仅有94个城市可以位列三线城市之内，这其中还包括了新兴三线城市，而四线城市人口大多都在100万以下。
这意味着滴滴已完成大多数发达城市的覆盖，并不断向四线城市渗透，但随之而来的问题是，进一步覆盖的城市是否能为滴滴带来更多价值？
以新一线城市杭州为例，在主城区之外的萧山区和余杭区等地，出租车起步价格仅为5~7元，除非是跋涉20公里前往市区，否则更多情况下，扬招的价格与打车服务的价格并无太大出入。同样的例子也发生在三线城市安庆，朋友曾经开玩笑说，在安庆20元你可以从城东打车到城西。这些还只是价格上的矛盾。
虽然从观察的情况不能代表全局状态，但也具有一定的参考性，四五线城市是否如有发达城市那样约车需求，还有待考究，而远远多于发达城市的四五线城市，其运营和维护成本一定是随着渗透而逐渐增大的。
从Uber的举动也能找出一些端倪，在覆盖了60城之后，Uber并没有加速布局中小城市，而是将注意力集中在了300万人口为主的大中型城市，除了布局推进的需要，这里未尝没有其自己的思考。
所以我的判断是，滴滴一定也知道这个问题，但作为本土老大，对滴滴来说，覆盖城市数量在一定程度上是象征意义大于实际意义的，无论是对资本市场，还是对于监管部门。这意味着Uber与滴滴在接下来的大战之中，一定不会在中小城市上过多交锋，发达城市依旧会成为其主力战场。
第三点是司机的争夺上。
当我们聚焦在大城市时，我们可以发现的是，当前约车司机的数量是无法满足用户需求的。以北京为例，面对每天100万单的生意，4万辆车显然远远不够。
在分别与多位Uber和滴滴司机交流之后，我获得了以下的信息。
Uber司机普遍表示，丰厚的奖励措施是其选择Uber的主要原因，“如果只是玩票，一天跑个十几单，一周加上补贴，可以获得大约3500块的收益，如果勤快点，6、7千也是有的。”Uber司机这样对我说道。
对于Uber司机而言，虽然客单价相比滴滴要便宜，但通过补贴，其依旧可以获得不菲的收益，假设该司机每天较为勤快的工作，那么月均2万的收益也是有的，这可比上海绝大多数白领工资还要高。这位司机告诉我，他从老家过来专门从事这一行业，一起过来的还有20多个人，“总比打工舒服。”他这样感慨。
而在与滴滴司机的交流中，他们则表现出另一种态度，“Uber虽然便宜，但是打车的人很多，滴滴也不愁没有订单派放，但就是补贴比较少，我们通常都是看谁补贴高再做选择的。”这位二十出头的滴滴司机这样告诉我。
实际上，从5月份开始，我就在每天的打车过程中与司机聊天，收集了大概超过100位司机的意见，依旧如上文所言，不具有绝对性，但有一定的参考性。
在这些意见中我发现了以下几个问题，第一点是，专车司机开始成为一种高薪职业，且远未饱和；第二点是，司机的忠诚度极差，收益的高低是其决策的主要因素；第三点是，滴滴的盈利是建立在人口红利上的；第四点是，互联网约车服务需要升级和丰富。
滴滴与Uber司机的收入，可以说是朝三暮四与朝四暮三的区别，Uber是低客单价加高奖励，滴滴是高客单价低奖励，虽然大致收入相差无几，但这种偏向性会促使用户不断投入Uber的怀抱：因为Uber更便宜。在客源充足、司机不足的情况下，凭借人口红利滴滴尚能维持朝四暮三策略的稳定，但长久看来，专车司机迟早会达到饱和，供需一定也会达到平衡，同样燃烧1美金，Uber给用户带来的影响更加显著，届时，因为司机忠诚度的问题，滴滴除了大把烧钱，恐怕轻易很难再挽回失去的专车司机了。