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  • 主機廠將成為滴滴最大的CP 90%網約車運營商將不復存在

    • 2019-07-23 08:00
    • 來源:電車資源 岳紹雪

    摘要:由于融租資質門檻較高,注冊資本在1億人民幣以上,目前大部分的網約車運營商都很難符合其標準。這意味著,現有約90%依賴于網約車運營的租賃公司將可能被硬性淘汰。

    【電車資源 網約出行7月15日,滴滴出行正式推出網約車開放平臺,開放平臺將向第三方出行服務商開放,連接開放平臺運力和海量用戶,解決用戶出行問題。7月16日,滴滴旗下品牌小桔租車宣布,汽車開放平臺升級為小桔租車平臺,升級后的小桔租車將不僅服務網約車司機,還將服務更廣泛的社會用戶。

    但這個消息對于滴滴的車輛租售合作伙伴(CarPartner),也就是網約車運營商來說,可能并不算是一個好消息。CP這個詞在網絡流行語中,泛指兩人之間的親密關系,和滴滴的CP有異曲同工之妙,但現在,滴滴要親自下場拆CP了。

    新聞選題滴滴.jpg

    ● 融資租賃資質成最大攔路虎

    小桔租車表示,平臺將于7月29日正式在杭州、廣州、長沙、徐州4個試點城市統一暫停原有的融租業務,并將推出門檻更低、更靈活的經租和租買產品。對于新推出的產品,小桔租車沒有細說,我們也無從知曉,原有的CP在這種過程中何去何從。未來,小桔租車還將根據試點城市的效果和反饋,逐步探索擴展到全國范圍。

     值得關注的是,小桔租車表示,要求車管公司具備相應的經營范圍:融資租賃,同時必須獲得中國商務部或商委的關于融資租賃的準入名單或備案回執。由于融租資質門檻較高,注冊資本在1億人民幣以上,目前大部分的網約車運營商都很難符合其標準。這意味著,現有約90%依賴于網約車運營的租賃公司將可能被硬性淘汰。

    也有運營商向電車資源表示,這對于運力缺乏的網約出行小平臺來說可能是個機會。離開了滴滴,運營商不能找別的平臺嗎?但事實上,目前滴滴在網約車出行市場的市場份額已經達到了90%,占據了絕對的壟斷地位。而其它的網約車平臺由于市場份額較低,很多時候連自己的運力都無法消化,更何談吸納運營商的運力。

    如果出于合規化方面的考慮,為了盡可能的降低運營方面可能出現的行政風險,各大平臺對于被滴滴淘汰的運營商也非常謹慎。還有運營商認為,應該建立網約車運營商聯合黑名單制度,對于由于不合規而無法進入某一平臺的運營商進行全面通報,全平臺封殺。如果真的有這樣的黑名單制度,這會讓部分運營商甚至難有喘息之機。

    ● 主機廠,將會成為滴滴最大的CP

    有運營商對電車資源表示,網約車運營商也許只是整個網約出行行業發展過程階段性的存在。隨著行業發展的逐漸成熟,鏈條打通之后,網約車運營商的存在將被逐漸弱化。

    在網約車發展初期,運營商的存在填補了滴滴在運力上的不足。彼時,滴滴還需要依賴于運營商,甚至為運營商承擔相關運營費用,對于運營良好的企業還有相應的補貼。

    但隨著滴滴市場占有率越來越大,運營商卻依賴于滴滴的訂單獲得客源,雙方的地位開始對調。運營商后期在與滴滴的合作中處于絕對的弱勢地位,幾乎毫無話語權,若運營商不按滴滴要求執行,則可能被平臺封殺,不再對該運營商的車輛派單,而運營商無計可施。

    此外,滴滴還可以直接從車企采購車輛,為司機匹配車源,運營商存在的必要性越來越低。早在2月7日,滴滴出行宣布與北汽新能源、比亞迪、長安汽車、東風乘用車、東風悅達起亞、華泰汽車、江淮、吉利、雷諾日產三菱聯盟、奇瑞、中國一汽、眾泰新能源12家汽車廠商達成戰略合作,共同建設面向未來的新能源共享汽車服務體系。

    主機廠,將會成為滴滴最大的CP。

    滴滴還曾表示,將運用產業鏈資源綜合的整合能力,通過和其它出行業務的資源協同,全面整合車輛、資金、停車場、充電(樁)、加油、維保等產業鏈資源。而如果這些都實現的實質是,滴滴通過其壟斷的市場地位,逐步形成全鏈條的壟斷。

     但見新人笑,那聞舊人哭。在這場風波中,持有重資產的網約車運營商,能否全身而退都是一個大大的問號,而下一個會被滴滴淘汰的又是誰呢?

    2019年8月23日-24日,廣東省汽車租賃行業協會主辦,電車資源承辦“2019第二屆全國網約出行大會”將在廣州召開。屆時將舉行全國網約車運營商分享大會,全國運營商共聚一堂共同探討未來出路何方,如果您有興趣一同參與,可點擊查看詳情>>>

    (文/電車資源 岳紹雪)

    版權聲明:本文版權為電車資源所有,轉載請務必注明來源(電車資源)及作者。

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    行業動態 車電分離 網約車的新期待

    基于此我們認為電動化必須基于經濟性的前提下,因此當前的商業模式和技術體系需要進行部分創新以適市場的具體需求。而車電分離+換電的思路是可以很好解決當下網約車增速放緩的問題的。
    關鍵字: 車電分離 網約車
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    行業動態 車電分離賦能網約出行

    杭州伯坦科技工程有限公司市場總監李良、浙江東瑞電網科技股份有限公司營銷公司總經理林才學、開瑞新能源事業部營銷公司網約產品線總經理劉平分別在下午的網約出行平臺專場中發表了“車電分離”的主題演講。
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    如有問題請發送郵件至 ysx@zhdyw.com或添加微信號Arleen233。
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