Founders want to retreat Cao Cao Travel Pathfinding 2.0 version

Since the beginning of this year, the exposure of Cao Cao Travel has not been small, the most typical is to obtain 3.8 billion yuan of financing in September. On December 16, the national enterprise credit information publicity system showed that the legal representative of Hangzhou Youxing Technology Co., Ltd., the parent company of Caocao Travel, was changed from Liu Jinliang, chairman of Caocao Travel, to Gong Xin, CEO of Cao Cao Travel. According to public information, Liu Jinliang joined Geely in 1995, and Liu Jinliang founded Cao Cao Travel in 2015. It is worth mentioning that Gong Xin once mentioned that 2015-2020 is the 1.0 stage of shared travel, and now the industry has entered the era of shared travel 2.0 promoted by the ecological advantages of "car + energy + driver". This change seems to be the basis for Cao Cao Travel to introduce professionals with online ride-hailing backgrounds.

The identity of the founding elders changed

"I joined Geely in 1995, selling motorcycles and then cars, and I was one of The first five geely old people." In an interview, Liu Jinliang once introduced himself in this way. At Geely, Liu Jinliang was responsible for sales and new energy vehicles.

In 2015, the Geely elder created a new energy vehicle sharing service platform - Cao Cao Travel. Since then, Liu Jinliang has added more positions to the president of Geely Technology Group - chairman of Cao Cao Chuxing.

According to the information of the National Enterprise Credit Information Publicity System, Liu Jinliang has served as the legal representative of the company since the establishment of Cao Cao Travel.

In the years when Liu Jinliang served as the legal representative of Cao Cao Travel, Cao Cao Travel completed the renaming from Cao Cao Chauffeur to Cao Cao Travel, and the business expanded from chauffeur to hitchhiking and corporate vehicles.

For this adjustment, Cao Cao Travel's response was: "The change of the company's legal representative is a normal corporate governance adjustment. This adjustment will further improve the efficiency of the company's internal approval and management, fully implement the responsibilities and objectives of operation and management, and respond to market needs and changes in a more flexible and efficient manner. ”

Regarding Liu Jinliang's recent situation, there are reports that "Liu Jinliang has left Cao Cao travel and no longer presides over the operation of Cao Cao travel, and Gong Xin has taken over his overall management and presided over the operation of Cao Cao travel."

Cao Cao travel related people revealed to the Beijing Business Daily reporter: "Now the chairman of the company is still Liu Zong (Liu Jinliang), there may be a transition. ”

One back and one forward

On December 15, the legal representative of Cao Cao Travel was changed to Gong Xin. Compared with Liu Jinliang, Gong Xin's professional experience revolves around the Internet. Informed sources revealed to the Beijing Business Daily reporter that "Gong Xin was responsible for the business of substitute driving, special car and regional online car-hailing during didi's period, and joined Alipay after leaving Didi in 2020, and then jumped from Alipay to Cao Cao travel."

At the current position of Ceo of Cao Cao Travel, Gong Xin attended and delivered a speech at the September Cao Cao Travel B Round Of Financing Conference, together with Li Shufu, chairman of Geely Holding Group.

Liu Jinliang and Gong Xin retreated and advanced, "it should be a sign of the adjustment of Cao Cao's travel management team from the founding team to professional personnel." For Cao Cao, now is a good opportunity. Theoretically, if you use more professional people to manage the enterprise at this time, the probability of success in seizing the market will be higher," Zhang Yi, CEO of Ai Media Consulting, told the Beijing Business Daily reporter.

He Qi, senior analyst of the auto travel industry at Analysys, also expressed a similar view, telling the Beijing Business Daily reporter, "The competition in the second half of the online ride-hailing is more intense, on the one hand, it is policy promotion, on the other hand, the supervision is tightened, and the platform needs to explore profit points in compliance, and its cornerstone is customers and drivers." Therefore, for Cao Cao Travel, after financing, if you want to grasp the outlet, you must let people who know more about the online ride-hailing industry to take charge of Shuaiyin, which is also an important signal for corporate strategic adjustment."

How to get out of the loop

In fact, this is not the only major event in caocao travel in the near future, and the news of getting 3.8 billion yuan of financing in September also made cao cao travel the focus.

According to the latest data provided by Gong Xin: At present, Caocao Travel operates in 62 cities, with more than 60 million registered users, 13.5 million monthly active users, more than 10 million government and enterprise employees, and 3 million registered drivers.

In the entire online ride-hailing industry, Cao Cao Travel is not the only platform to "show muscles", and T3 Travel, which has the genes of traditional car companies, completed 7.7 billion yuan of financing at the end of October, and the white-hot competition of online ride-hailing platforms is visible to the naked eye.

For industry competition, Gong Xin's view is that 2015-2020 is the 1.0 stage of shared travel, and it has now moved from the 1.0 era of single-dimensional competition to the 2.0 era of ecological system competition.

In view of these two stages, what kind of strategy will Cao Cao travel adopt? Can be glimpsed from Gong Xin's explanation of the explosive growth of Cao Cao Travel's order volume from May to July this year, he said: "In the shared travel 1.0 stage, the efficiency of driver matching is mainly improved, of which marketing and subsidies are a very important driving factor, in the future, only relying on marketing and subsidies will definitely not be able to win this market, Cao Cao Travel's rapid development in the past few months depends on our accumulation in the past six years, including how we manage the experience of large-scale driver services and build on many basic capabilities." ”

In addition to paying attention to the external competition faced by Cao Cao Travel, industry insiders are also very sensitive to the expansion of Geely's online ride-hailing business. Recently, it is reported that Geely Group will launch a new online ride-hailing aggregation platform "Happiness Ten Million Homes", mainly for self-operated compliance capacity, but also for third-party relatively high-quality compliance capacity providers, geely Group in the field of mobile travel has Cao Cao Travel, Top Hat Travel, Yao Travel, Happiness Ten Million Home 4 sub-brands. How to get out of the circle in Geely's online ride-hailing plate is probably one of the main tasks of Cao Cao Travel at present. Beijing Business Daily reporter Wei Wei