Didi Meituan Mobike cross-grab site, can deliver takeaway online car to come？

　　China News Service client side Beijing, January 13 (reporter, Wu Tao) The seemingly stable mobile travel landscape has undergone frequent changes recently. Meituan has launched online car-hailing services in many places; Mobike has also launched shared car services; Didi has taken over the small blue car and announced that it will launch its own shared bicycle platform. What do these changes show? What changes will it bring to the industry and ordinary users?

　　Mobile travel melee: cross-border turf grab

　　After these changes, the reporter interviewed three companies separately. Didi said that the shared bicycle itself will bring convenience and benefits to users, and its layout does not conflict with the online car-hailing business, but the travel scenarios are different.

　　After launching the shared car business, Mobike said it aims to use its own technology to create a three-dimensional transportation model that integrates vehicles, piles, and networks, providing a one-stop solution to consumers’ multi-scenario travel needs from cycling, to driving, and then to cycling (ride-ride-ride).

　　Meituan commented that its mission is to let everyone "eat better and live better", and catering, entertainment and other businesses are closely linked to travel, and entering travel services happens to make the user experience more convenient.

　　For these changes, Li Yi, chief researcher of the Internet Research Center of the Shanghai Academy of Social Sciences, analyzed in an interview with China News Service reporters that only the takeaway business seems to be a bit far from the connection with mobile travel, but in fact, internationally, including Uber, online car-hailing companies have long started to do takeaway business.

　　"Meituan’s mentality of deploying online car-hailing may be’rather than being passively beaten, it is better to take the initiative to attack ‘, and this can also add’story’ to Meituan’s listing," Li Yi said.

　　According to public information, in 2015, Didi invested in food delivery platform Ele.me; Uber also launched food delivery business Eats in 2014, and they also have delivery service Uber Rush.

　　Li Yi analyzed that everyone originally thought that takeaway, online car-hailing, and shared bicycles would become industry oligarchs respectively, but these current changes show that once a platform economy is formed, it is very dreadful. Businesses have no boundaries and can cross borders at any time. Now it is takeaway, and it may also be express delivery in the future.

　　The money war is likely to strike again

　　This round of cross-border turf grabbing is menacing. It is reported that Meituan’s online car-hailing rate is 8% for drivers, which is more than double that of Didi, and there are rewards in some areas, such as zero for the first three months for the top 50,000 drivers in Beijing.

　　The reporter also noticed that whether it is due to competitive pressure, the established online car-hailing company Yidao has recently lowered the proportion of drivers, from the original 21% to 5%. However, the actual controller of Yidao and the founder of Taoyun Capital, Wen Xiaodong, said that this has nothing to do with Meituan’s commission reduction to 8%.

　　Not only online ride-hailing, but also in the field of shared bicycles, the platform war has always been in a state of "burning money". Various discounts and free riding activities continue; the monthly card model launched by Mobike and ofo is even more inexpensive, with a minimum of only 2 yuan for a monthly subscription.

　　In addition, why is it possible to restart the money-burning war in the field of mobile travel? During the investigation, the reporter found that the driver’s loyalty to the online car-hailing platform is not high. Some online car-hailing drivers told the China News Network reporter bluntly, "Naturally, which platform gives more money and which one goes."

　　"In this situation, the possibility of a money-burning war is very high." Li Yi analyzed that if Didi’s response is not sensitive enough, Meituan’s online car-hailing has the opportunity to become bigger; but if Didi responds, it needs to adjust the proportion of drivers. However, Li Yi also said that if Didi’s response is sensitive enough, it may be difficult for other platforms to compete with it in the field of online car-hailing.

　　Didi founder and CEO Cheng Wei also commented on Meituan’s online car-hailing platform. He said that there are 350 online car-hailing platforms in China, and there is only one more competitor. Didi has encountered too many competitors. Meituan is certainly not the weakest, but it may not be the strongest.

　　Users will enjoy more discounts for subsidized taxis and bicycles

　　What benefits can users get from corporate melee and mobile travel? Users who have experienced the 2014 online car-hailing subsidy war know that red envelopes that cost more than ten yuan are not a joke, and a taxi starting price is properly available. Once mobile travel once again triggers a money-burning war, red envelopes are naturally indispensable.

　　Li Yi said that for the majority of users, mobile travel chaos is definitely a good thing. If there is competition, the service will be better, and users may also receive competitive subsidies.

　　In addition, users will also have a better mobile travel experience. Imagine a shared bicycle deposit, a variety of shared bicycles can be ridden casually; the connection between shared bicycles, shared cars, and online car-hailing is not stuck, and 1 minute will not be wasted; your takeaway may be delivered by an online car-hailing, which is faster and more stable. What’s more, maybe you can eat takeaway in the car in the future.

　　These are not impossible. For example, Didi has launched a "one-click crayfish" service; its platform has also brought together functions such as special cars, express cars, ride-sharing, and shared bicycles. In the future, shared bicycles will also include a variety of shared bicycles, including ofo and small blue cars.

　　There are various indications that it is a high probability event that an APP can solve all things in the future. Mobike also said that in the future, users will be able to use Mobike shared cars without switching APPs to realize functions such as unlocking, returning cars, and paying orders. One APP can meet a variety of travel needs.

　　But here comes the problem again, it is also an APP that includes all mobile travel services. Do you choose Mobike, Meituan, or Didi? The battle between giants is still inevitable. (over)