Beijing, October 27 (Reporter Tong Yatao) According to the Central Radio and Television Corporation's economic voice "Tianxia Finance", in the past month, financing news has been continuously reported in the field of online ride-hailing. Compared with the previous "money burning war", the industry believes that safety and compliance will become the "winners and losers" in the future. From the regulatory level, all localities have also strengthened the compliance process of online ride-hailing. Recently, the financing news of the online ride-hailing market has been frequently reported.
On Tuesday, T3 Travel announced the completion of a Series A financing of 7.7 billion yuan, which is also the largest single financing in China since 2018. In addition, Cao Cao Chuxing announced the completion of a B round of financing of 3.8 billion yuan in September, and Hello Travel was exposed to be about to complete a new round of financing.
The entry of capital has also made many people worry that the field of online car-hailing will usher in a new round of "burning money war". Recently, a variety of subsidy methods such as "newcomer welfare coupons" and "invitations with prizes" have reappeared in the jianghu. However, Cui Dayong, CEO of T3 Travel, said in an exclusive interview with reporters that with the increase in supervision, the travel industry is shifting from the previous money-burning model to paying more attention to safety and compliance.
"I think that when a mobility platform enters a new city, subsidies are a necessary means. But this is not burning money, but the cost of customer acquisition. In the long run, subsidies will increasingly lose their usefulness. "The real problem we are facing is not the shortage of demand side, but the shortage of compliant capacity, whether it is scale or efficiency." I believe that from now until the first half of next year, compliance capacity will be a core competitiveness. ”
In September this year, the Ministry of Transport issued a notice to accelerate the compliance process of online ride-hailing. It clearly mentions that non-compliant vehicles and drivers must not be newly connected, and the removal of non-compliant drivers and vehicles should be accelerated. After that, the Ministry of Transport announced the compliance rate of online ride-hailing in 36 central cities every month.
With the pressure of public ranking, all localities are also accelerating the compliance process of online ride-hailing, including Henan, Hainan, Guangzhou, Taiyuan and other places have made it clear that all non-compliant drivers and vehicles will be completely removed.
Cheng Shidong, director of the Urban Transportation Center of the Comprehensive Transportation Research Institute of the National Development and Reform Commission, believes that emphasizing compliance can not only protect the rights and interests of passengers, but also promote fair competition in the industry, and avoid platforms with lower compliance rates from seizing the market with low-cost non-compliant transportation capacity. "Because there are both compliant and non-compliant capacities in the market, their costs are not the same, so it will lead to unfair competition, and there will be a situation where 'bad currency drives out good money'." In addition, after compliance, the platform enters the scope of government supervision to effectively protect the rights and interests of passengers. ”
Can "other" ride-hailing platforms have an impact on Didi? Will the pattern of "one super and many strong" change? Cheng Shidong believes that it is difficult to make major changes in the national pattern, and urban share may become the focus of competition. "The entire taxi industry has a strong regional nature, because most of the users are local. Therefore, as long as the platform operates a certain city well, it has a certain competitiveness. The market landscape at the national level doesn't have to change drastically right away, I think it may change in a certain city (share). ”