Didi Tuhua piglets fight left and right. Will the future battle of online car Hailing depend on traffic or technology?

As early as a few years ago, Didi had entered the sinking market. When the war in the city came to an end, it turned its eyes to the towns again. While didi is seeking increment, other online car Hailing players are also looking for breakthroughs, and a new battlefield of unmanned driving is quietly opened. since March this year, huaxiaozhu taxi has been tested and operated in Linyi and Zunyi. It is regarded as a taxi version of didi that focuses on sinking the market. In this regard, the relevant person in charge of huaxiaozhu said, “the third and fourth tier cities and suburban counties are one of the target markets for new business, and the penetration rate of Internet travel in these places is still very low. We think such a affordable product can serve more users.” and the goal of taking a taxi for a little pig is not just to sink the market. In the first and second tier cities, Hua Xiaozhu also hopes to get more orders with differentiated play. while didi is laying out new business, other online car Hailing players are also constantly exploring. Dida travel cooperates with Weilai automobile to encourage Weilai car owners to become free riders; meituan taxi drivers are exposed to increase subsidies; Gaode map not only connects travel service providers, but also connects automatic driving companies; Cao Cao travel and Yuan Rong Qixing cooperate to launch unmanned taxi test ride service. while the traffic war is not over, online car Hailing has opened the unmanned battlefield. For the present and for the future, it’s not just who wins the game. in July, Didi officially announced the launch of a taxi for huapiggy. Through the visual image of “piggy bank”, Didi implied that “saving money is saving money”. Hua Xiaozhu, the relevant person in charge of huaxiaozhu told China entrepreneur that huaxiaozhu taxi will target users as a young group, focusing on practical benefits. There are more passengers and small tasks. The more active the passengers are, the cheaper they are. For drivers, unlike Didi’s full assignment, drivers can choose orders. “The company hopes that these differentiated product experiences will bring new business growth.” in the didi car in Beijing, you can see the promotion of Huazhu. “20% off the first order every day, or 60% off, it’s a lot of people. There are also more subsidies for us. ” A didi driver told China entrepreneur that his rental company required every driver to register for huaxiaozhu to take a taxi. Now he receives orders from didi and huaxiaozhu at the same time. huaxiaozhu taxi service is different from Didi’s other online car Hailing services. This is a brand new brand, with a separate app, which is not used in didi app. In terms of organizational structure, it does not belong to the online car Hailing platform company. Instead, the company’s newly established independent team is responsible for independent operation and independent research and development. The person in charge is sun Shu, vice president and regional general manager of the former online car Hailing platform company. Sun Shu reported to Cheng Wei. At the end of 2019, several media reported that sun Shu, vice president of Didi’s car Hailing platform company, had left didi and was ready to start his own business. At present, it seems that sun Shu was developing the flower pig business at that time. what the outside world can’t understand is that huaxiaozhu taxi is mainly affordable, while Didi’s special express and carpool products, which have a one-off price, can meet the needs of cost-effective users. Why should we launch huaxiaozhu taxi service alone and fight with each other? a person from the online car Hailing industry told China entrepreneur that at the beginning of the establishment of huaxiaozhu taxi service, its goal was to sink the market. Didi entered the sinking market as early as 2016 and 2017, including towns and other places. However, according to the input-output ratio, it decided to give priority to major cities with higher input-output ratio. At present, the urban market has become saturated, Didi is looking at the villages and towns again, ready to attack again. China online car Hailing market analysis report in 2019 – market survey and future planning analysis released by China report network shows that at present, online car hailing in China is mainly concentrated in the first and second tier cities, while the penetration rate of third and fourth tier cities is low. With the continuous improvement of the infrastructure of the third and fourth tier cities, the online car Hailing industry has gradually laid the cornerstone of mobile, data-based and information-based development. in the view of the industry, the strategy of online car Hailing market is determined by supply and demand. The sinking market is relatively full of drivers, but passengers have low willingness to ride. At this time, it is necessary to subsidize passengers and seize the market with low prices. That’s how the little pig plays. In April this year, Cheng Wei, CEO of didi travel, proposed that the company would serve 100 million units a day in three years, and the domestic business would be hyperbolic. First, we will continue to improve the one-stop travel platform, and public trips such as four-wheel (online car hailing, taxi, Valet driving and Shun windmill), two-wheel (Qingju bicycle and motorcycle) and subway bus will serve more users; second, small orange bus service, automatic driving, finance, intelligent transportation and other businesses will continue to develop, and explore new tracks. but it is not easy to achieve this goal. At the eighth anniversary meeting of didi in June, Cheng Wei said that at present, the peak daily orders of four wheeled vehicles exceeded 30 million, and that of two wheeled vehicles exceeded 10 million. in terms of four rounds of business, Didi can adjust the supply and demand in different periods by adjusting transport capacity and launching differentiated services, including “special express” and “didi express” for peak travel period and peak period. in addition, Didi upgraded its carpool business to a new brand of “green vegetable carpool”. The carpool business was upgraded to a new brand after the promotion of the limo special car in the online year. As far as didi is concerned, carpooling will be an effective way to increase the unit volume when the online car Hailing capacity is difficult to increase significantly in the short term. the people in the above industry believe that it will be helpful for the development of the business to separate the important business and establish a new brand. On the other hand, he believes that the sinking market can not be regarded as a real incremental market. For Didi’s online car Hailing business, international business is the more important incremental market. In April this year, Qiu Guangyu, the then chief operating officer of didi travel’s international business unit, told Reuters that the peak daily order of Didi’s international business was 5 million, and the average daily overseas taxi service accounted for about 20% of Didi’s entire taxi calling business. Next, Didi will start to explore new markets in Europe, the Middle East and Africa. In addition to online car hailing, Didi has also set up takeout and payment services on the international road. However, Didi’s international business also faces challenges. Qiu Guangyu has left his job and Zhu Jingshi, a senior vice president of Didi, will take over his job, according to latepost. The epidemic situation will be the most uncertain factor in Didi’s international expansion. in two rounds of business, Didi recently launched three new models, two of which are motorcycles. Motorcycles not only have strong profitability, but also are just needed in sinking markets such as counties, which can bring more new orders. According to later latepost, the three companies, Hello, didi and meituan, plan to put in more than one million motorcycles this year, almost equating the development of the industry in the previous three years. in other fields, Didi is also actively exploring and constantly breaking through the boundary. It includes not only errands and freight transportation related to travel, but also community group buying which is not directly related to the main business. the industry insiders said that the current strategic choice of didi is to keep and expand its core online car Hailing business, build barriers by using online car hailing, and then make profits through other businesses such as the auto aftermarket, and explore new businesses at the same time. in 2017 and 2018, meituan took over the Nanjing and Shanghai markets by means of price war, but the high subsidy was difficult to continue. In April 2019, meituan will become an aggregation platform and access to travel service providers such as Caocao travel, Shouqi car hailing and Shenzhou special bus. According to public information, meituan taxi has landed in 54 cities. while Gaode, which has entered the online car Hailing market in the same mode, has announced that it has access to nearly 40 travel service providers. Recently, it has launched enterprise car service, covering 360 cities. on the one hand, the traffic war brought by aggregation mode is still continuing. On the other hand, a war for future travel services has begun. The contestants are both anxious and excited. It seems that whoever wins the unmanned taxi competition will have a say in the future travel market. didi drops the ammunition first. In May this year, Didi automatic driving company announced the completion of the first round of $500 million financing, and has started trial operation service in Shanghai. Meng Xing, COO of didi automatic driving company, said that Didi’s on-board camera covered more than 50% of Didi’s orders, which made Didi’s autopilot have 100 billion kilometers of data each year, which would be helpful for algorithm iteration. Gaode takes advantage of its entrance advantages to build a platform, which is similar to the aggregation mode of online car hailing, and has access to the unmanned taxi services of auto driving companies such as autox and Wenyuan Zhixing. the travel platform with the background of automobile enterprises is not to be outdone. Cao Cao travel recently announced the cooperation with Yuanrong Qixing, an automatic driving company, for unmanned taxi test operation. Liu nianqiu, vice president of Yuanrong Qixing, said that by the end of this year, the number of autonomous driving teams to be cooperated by the two sides is expected to reach 10 vehicles, which will be connected to the Caocao travel app and will provide automatic driving test ride service to the public next year. During the 2022 Asian Games, the fleet size is expected to reach hundreds. Liu Jinliang, chairman of Caocao travel, said that in addition to Hangzhou, they will also replicate and promote automatic driving travel service in other cities in China. the T3 travel with FAW Group, Dongfeng Motor and Chang’an Automobile takes “future driverless operator” as the original intention of admission. Cui Dayong, CEO of T3 travel, once told “Chinese entrepreneurs” that this is also the ultimate goal of the state owned assets supervision and Administration Commission, the Ministry of industry and information technology, the Ministry of science and technology and the three automobile enterprises when they set up the T3 project. The other part of T3 project focuses on intelligent electric chassis, hydrogen fuel power and intelligent network connection. At present, China automobile Chuangzhi Technology Co., Ltd. has been established with a registered capital of 16 billion yuan.