Drop or face Antitrust scrutiny, some drivers will be eliminated-drop, step, antitrust-IT information

Fairy tale story is a lie, Princes and princesses, then real problems began to appear. "Excellent step for Chinese students, it was a sudden news, we hear the message is complex. In the past few days, some of the challenges we faced internal systems and data, we work and communicate with each other has caused some problems. Me and Jean (Liu Qing, President of drops) will make the greatest efforts in the 2-4 weeks and you can make the transition. ”

This is the day before the Festival, drops CEO Wei Cheng on the afternoon of August 8 to excellent Chinese workers sent an internal e-mail said. In a letter called "OneTeam,OneDream" in letters, Wei Cheng strongly to calm employees down, drops like colleagues called each other between classmates, Wei Cheng in this message also employees in China called for the first time, in order to be kind. Drops in travel (hereinafter "drops") and China announced "together", the issue is followed.

Drops after the merger and have not made it clear that will reduce the staff, but merge unknown posed, Chinese employees stay or go is not Wei Cheng to add or detract. Even as drops and shortly after China announced the news, easy to rent a car, China auto rental will have posted "digging stick" and offered attractive terms. But China is exaggerated, as long as the people in the past, they raise in pay and options, options can be cashed.

But these opponents drop looks trivial to me. Drops of internal strategy meeting, Wei Cheng has hinted that after the merge of China, in the face of other competitors, drops only needs 3 months time to acquire an absolute victory.

Today's drop is the real challenge facing its own merged many other legacy, and the two sides brought about by differences in culture, values of not agreeing with, as well as the possibility of antitrust investigations. Of course, there are earnings problems. "We fight very soulful, but face unexpected competition became the boss, it is difficult to agree with. In seeking new ways to many colleagues around me, don't want to stay. ”

On August 9, a step China employee said in an interview with China's current situation. And China's Ministry of Commerce is openly pointed out that did not receive drops and China's merger application, the afternoon of August 9, official letters published on the China Automobile Dealers Association industry expert Cui Dong tree of an analytical report, co-Secretary General of national passenger cars market information, Cui Dongshu made it clear that "drops with steps against China."

In addition, public opinion is also good to the last drop-step form the pattern of oligarchy expressed concern after the merger. Multi information display, reduced competition, follow-up industry regulation, capital controls, has been consumer concerns about software travel by taxi cost. And the economic Observer reporter exclusive was informed that drops over the next period of time is not standard and unqualified drivers laid off workers, with a view to the possibility of increased regulatory scrutiny.

Integrated follow-up questions unanswered

Drop step a week after China announced a merger, Wei Cheng has not been able to find a suitable time and excellent Chinese employees to meet face-to-face. We have been compelled, Liu dripping with executive teams to see China being first, Wei Cheng kept Liu expressed on its behalf for the purpose of "gifted China the respect and appreciate, embrace and welcome to all students". But for combined personnel arrangements and future, Wei Cheng are not reset can.

But, as previous drop with the fastest combined, drops bid and step must occur to a certain extent after China's personnel and structures set up duplicate, within a certain range of layoffs is imperative. "Drop step China's merger work will all be completed within the next month, regardless of organizational framework is set up, the dust has settled. Predictable is that in order to avoid a too passive over the next three weeks, China step or there will be a wide range of staff turnover surges. "Step inside China person who didn't want to be named told reporters.

In this emotional internal message, Wei Cheng also expressed confidence that both sides will soon become "oneteam." "Experienced a consolidation to the last drop, I believe that the combination of the two teams, as two people get married, is not the most important, but the underlying values are the same. "But it is precisely the distance between corporate culture and values, had just walked in on the two faces huge problems.

"Drops and China after the merger, the combination of ' Chu drawn ' has not disappeared. Parties disagree with each other and see each other, as well as the integration of enterprise culture is very difficult. And it had merged the localization of different brands, unique fusion of corporate culture makes it difficult or even tragic. "Who have worked with Internet entrepreneurs, told reporters. Prior to that, Senior Vice President Liu Zhen, China has publicly said that step and the brand itself has a great deal of difference to the last drop.

Drops disagreed with the step of China enterprise culture reflected in the driver and passenger. "Some say long run drop to eat UBER. If you eat me you never do, now it simply for fun. "On August 10, the reporter for a driver to ridicule reflects excellent step driver drops did not agree.

And when some drops in the eyes of the driver, better step than drops of localization, grounded, "such as registration must have e-mail, but no manual customer service, with only mobile APP to reflect, too high-tech, and unable to communicate."

And this integration will face the entire operating system, technology platforms, payment systems of game has begun to reflect on both sides. At present, drops China suppliers, drivers, contract renewal, payment of wage payment, social security and other problems in communicating. While Wei Cheng said both sides are working together to develop solutions, but behind this voice and how to balance the interests will be a great challenge. Upon the merger of investment drops voice will be further diluted, Wei Cheng will be how to balance is very difficult to start.

"I hope China's independent brand and business operations, should have multiple brands on the market for consumers to choose, like coke and Pepsi, like KFC and McDonald's. Which need to be removed is part of homogeneous, malignant competition, is to strengthen differentiated positioning, polished experience for your users and create value. "Wei Cheng promised to Chinese employees.

Drops to be slimming?

More problematic still fermenting. Afternoon of August 9, the China Automobile Dealers Association official letter published industry expert Cui Dong tree on an analytical report, also referred to the drop with monopoly and risk arising from the merger. "The recently merged with the step to the last drop, we felt that this led to weakening domestic private travel competition, while full competition between equal opponents is the industry's largest force.

Current drop and burn patterns will have a rational adjustment of the enterprise, but the consumption choices of monopoly is a bigger loss of society. "Analyzing the report, co-Secretary General of national passenger cars market information Cui Dong Shu said. Meanwhile, some analysts believe that the drops and merger of China does not rule out price will lead to China's national development and Reform Commission and other departments involved and investigations.

Reporters from the related person close to drop that, drop the whole team morale of whether the merger will pass regulatory scrutiny. "Drops of emphasizing Chinese brands after the merger and operations remain, is conducive to the next a tricky arrangements for supervision and scrutiny. After all, the impact of the merger is too big. "The nearly drops the matter said.

According to the third-party data released by IT Research Center, China Research Institute of the 2016 Q1 report: Chinese car show, first quarter of the year, the domestic car market drops in orders for special trains to 85.3% market share ranks first in the industry, excellent and easy-to-use vehicle, respectively 7.8%, 3.3% followed. So it seems that, good to the last drop, China will occupy the 93.1% market share after the merger, an absolute monopoly of the market.

Although current policy and regulators about the matter online about the merge point end into the car industry has not yet reached a conclusion, but about the Internet industry going in the future? Holding Wei Cheng will drop the steering wheel is? These questions are needed to attract the public's attention.

Economic observer news exclusive was informed that drops over the next period of time is not standard and unqualified drivers laid off workers, with a view to the possibility of increased regulatory scrutiny. "On a driver's driving-age, location, vehicle information and other security-related information in statistics in succession, will remove a number of unsafe drivers, will not be too low. "On August 10, a drop driver information to reporters confirmed the drop will reduce the driver team.

Meanwhile, drops in to explore a wide range of road, was cooperating and fine-tune vehicles owned vehicle ratio. "Feel to their daily dispatches and less, bias when the import-car platform in the dispatch to the last drop. Beijing's drop of import cars are now 80,000 vehicles, demand grew to 150,000 users vehicles can be overwritten when car owners this group may be about to quit. "A drops fast track owners said.

At present, the drops for some businesses are doing a balancing act: how to maximize their premise, did not pick the sharing economy label, and with lower security risks to gain the trust of government regulators. At present, the drops are nationwide and drops of car rental companies working together to expand fleet scale, paving the way for subsequent business transformation.

Drops for their place is not just about car field, into a user-driven, data-driven company, and build a global network to become a mobile integrated entrance, is the real ambition of Wei Cheng.

Drops and aggregation of resources in China, even more critical is the data behind the cake. Consumer travel habits, consumer preferences, geographical location and other data resources any one is into social networking, e-commerce is huge gold deposits. But even so, drops about cars and categories still need to maintain and develop, access to data is necessary to maintain a broad customer base.

As a company to the last drop "drivers", Wei Cheng, holding the steering wheel will be where this car? Everyone is waiting.

滴滴出行或遭遇反垄断审查，部分司机将被淘汰 - 滴滴出行,优步,反垄断 - IT资讯

童话里的故事都是骗人的，王子和公主在一起之后，真的问题才开始出现。“对优步中国的同学来说，这是个突然的消息，相信大家听到这个消息的心情也是复杂的。在过去的几天，大家面临了内部系统及数据的一些挑战，对我们彼此的工作和沟通也造成了一定的困扰。我和Jean(滴滴总裁柳青)也会尽最大的努力，在未来的2-4周内和大家一起做好过渡。”

这是七夕节的前一天，滴滴出行CEO程维在8月8号下午给优步中国员工发的一封内部邮件里的一段话。在这封名为“OneTeam，OneDream”的信件里，程维大力地安抚优步中国员工的情绪，滴滴内部喜欢把同事之间互称同学，程维在这封邮件里也首次对优步中国的员工这样称呼，以示亲切。而在滴滴出行(以下简称“滴滴”)与优步中国宣布“在一起”之后，问题正接踵而至。

虽然合并之后滴滴和优步都没有明确表示将要裁员，但是面对合并所带来的种种未知，优步中国员工的去留已经不是程维所能左右的。甚至就在滴滴与优步中国宣布合作的消息后不久，易到租车、神州租车便纷纷张贴出“挖人贴”，并开出了诱人的条件。而神州更是夸张，只要人过去，就加薪水并且给期权，期权都是可以兑现的。

但这些对手在滴滴看来已经不值一提了。在滴滴内部战略会上，程维曾经暗示在合并优步中国后，面对其他的竞争对手，滴滴只需要3个月的时间便可取得绝对性的胜利。

如今的滴滴所面临的真正挑战是其自身合并后的诸多后遗症，和双方因企业文化、价值观的不同所带来的水土不服以及可能发生的反垄断调查。当然，还有盈利问题。“大家一起战斗很有感情，但是面对突如其来的竞争对手变成老板，很难认同。身边的很多同事都在谋求新的出路，不太想继续留下来。”

8月9日，一位优步中国的员工在接受记者采访时透露了优步中国当前的基本状况。而继中国商务部公开指出没有收到滴滴与优步中国的合并申请后，8月9日下午，中国汽车流通协会官方微信上发布了业界专家崔东树的一份分析报告，作为全国乘用车市场信息联席会秘书长，崔东树明确表示“滴滴与优步的合并不利于中国出行的改善”。

除此之外，社会舆论也对滴滴优步合并后形成的寡头格局表示担忧。多方信息显示，竞争的减少、行业监管的跟进、资本的掌控，都已经在引起消费者对打车软件出行成本增高的担忧。而经济观察报记者也独家获悉，滴滴将在未来一段时间内对不规范及不合格的相关司机进行裁员，以期增加通过监管层审查的可能性。

整合后续问题待解

在滴滴与优步中国宣布合并后的一周时间里，程维还没能找到一个合适的时间和优步中国员工见上一面。不得已之下，柳青带着滴滴高管团队代表跟优步中国见了第一面，程维特意让柳青代其表达了“对优步中国的尊敬、对所有同学的欣赏、拥抱和欢迎”。但是对于双方合并后的人员安排与去留问题，程维未置可否。

但正如此前滴滴与快的合并一样，滴滴收购优步中国后一定会出现相当程度上的人员及架构的设置重复，一定范围内的裁员势在必行。“滴滴与优步中国的合并工作会在未来一个月内全部完结，不管是组织框架还是人员设置，都会尘埃落定。可以预测的是，为了避免过于被动，在未来三周之内，中国优步的员工或将出现大范围离职潮。”一位不愿意具名的优步中国内部人士告诉记者。

在上述这封充满感情的内部邮件里，程维还表示相信两边会很快变成“oneteam”。“滴滴经历过一次整合，我相信两个团队的结合，就像两个人结婚，最重要不是外在，而是底层价值观是否相同。”但是恰恰是二者的企业文化和价值观所存在的距离，使得二者刚刚走在一起就面临着巨大的问题。

“滴滴与优步中国合并之后，二者的‘楚河汉界’并没有消失。双方相互之间的不认同、彼此看不上以及企业文化的融合都是很艰难的。而且这和此前合并快的这个本土化品牌不同，优步自身独特的企业文化会让这个融合十分艰难甚至是惨烈。”一位曾经与优步有过合作的互联网创业者告诉记者。此前，优步中国高级副总裁柳甄也曾公开表示，优步和滴滴本身的品牌有着极大的差异。

滴滴与优步中国企业文化之间的不认同体现在司机和乘客层面。“有人说长远来看滴滴要把UBER吃掉。如果吃掉我就绝对不干，现在开车只是玩玩。”8月10日，一位优步司机对的记者吐槽体现了一些优步司机对于滴滴的不认同。

而在一部分滴滴司机眼中，优步不如滴滴本土化、接地气，“比如注册必须得有电子邮件，而且优步没有人工客服，有了问题只能通过手机APP反映，太高科技了，无法进行沟通”。

而这次整合将面临的整个运营系统、技术平台、支付体系的双方博弈已经开始体现了。目前，滴滴就优步中国双方的供应商付款、司机提现、合同续签、工薪发放、社保缴纳等问题在进行交流。虽然程维透露双方正在共同制定解决方案，但是这背后的话语权和利益如何平衡将是一个极大的难题。而合并后投资方在滴滴的话语权是否会被进一步稀释、程维将如何平衡，都是十分艰难的开始。

“我希望优步中国的品牌和业务独立运营，市场上也应该有多个品牌服务供消费者选择，就像可口可乐和百事可乐，就像肯德基和麦当劳。要消除的是同质化、恶性竞争的部分，要加强的是差异化用户定位、打磨体验和创造价值。”程维给优步中国员工承诺道。

滴滴将要瘦身？

更多的问题还在发酵之中。8月9日下午，中国汽车流通协会官方微信上发布了业界专家崔东树的一份分析报告，也提及了滴滴与优步合并所带来的垄断和隐患。“近日滴滴与优步的合并，我们感觉这导致国内私人出行方式的竞争弱化，而实力相当对手间的充分竞争才是行业发展的最大动力。

目前滴滴与优步的烧钱模式终归会有企业的理性调整，但垄断带来的消费选择减少是社会较大的损失。”在分析报告中，全国乘用车市场信息联席会秘书长崔东树如是表示。与此同时，有分析认为滴滴和优步中国的合并不排除将会引发中国国家发展改革委员会等价格部门的介入和调查。

记者从接近滴滴的相关人士获悉，滴滴整个团队对于这起合并能否通过监管审查严阵以待。“滴滴强调合并后优步中国的品牌和运营继续保留，就是有利于通过接下来的监管和审查的一种取巧安排。毕竟这二者合并带来的影响实在是太大了。”上述接近滴滴的相关人士分析道。

根据第三方数据研究机构中国IT研究中心发布的《2016年Q1中国专车市场研究报告》显示，今年一季度，国内专车市场内滴滴专车以85.3%的订单市场份额居行业之首，优步和易到用车分别以7.8%、3.3%的比例紧随其后。如此看来，滴滴、优步中国合并后将占据93.1%的市场份额，占据市场的绝对垄断地位。

虽然目前关于政策和监管层对于这场事关网上约车行业格局的合并事例到底成何观点尚未有定论，但未来互联网约车行业将走向何方？紧握滴滴方向盘的程维将怎么走？这些问题都需要吸引着大众的目光。

经济观察报记者独家获悉，滴滴将在未来一段时间内对不规范及不合格的相关司机进行裁员，以期增加通过监管层审查的可能性。“对司机的驾龄、位置、车型信息等相关安全资料都在陆续统计，会清除掉一批有安全隐患的司机，人数不会太少。”8月10日，一位滴滴司机对记者透露的信息印证了滴滴将会缩减司机队伍的说法。

与此同时，滴滴在探索多元化的道路上，正在微调社会车辆和自有合作车辆的比例。“感觉自己每天的派单量越来越少，滴滴平台在派单时偏向自营车。北京现在滴滴的自营车是8万辆，等增长到15万辆可以覆盖用户用车需求的时候，私家车主这一群体可能就要退出了。”一位使用滴滴快车的车主透露。

目前，滴滴对于约车业务正在做一个平衡：如何在实现利益最大化的前提下，既不摘下共享经济的标签，又凭借降低安全隐患来赢得政府监管层的信任。目前，滴滴正在全国范围内与滴滴出行合作的汽车租赁公司一起扩大自有车辆规模，为后续的业务变革铺路。

滴滴对于自身的定位并不仅仅局限在约车出行领域，成为一家用户驱动、大数据驱动的公司，并构建一张全球出行的网络，成为一个移动出行的综合入口，才是程维真正的野心。

滴滴和优步中国的资源聚合，更为关键的是背后的数据蛋糕。消费者的出行习惯、消费偏好、地理位置等数据资源任意拿出一个都是融入社交、电商的巨大金矿。但即使是如此，滴滴的约车业务和品类还是需要保持和发展，大数据的取得必然需要保持更宽泛的客户群体。

作为滴滴公司的“驾驶者”，手握方向盘的程维将会把这辆车驶向何方？所有人都在拭目以待。