Net car to change the sky, drops and other C2C model fell completely

Beijing and Shanghai coincidentally announced the details of the implementation of the network car, compared to Beijing set aside a five-month transition period is different, Shanghai is announced immediately after the start of the implementation. From the details related to the content of the ensuing may be triggered by industry shocks, perhaps will become a watershed of the two different models of online car.

China's online car rental market is divided into two types of models, one is the C2C model represented by Uber and DDT, and the other is the B2C model represented by Shenzhou Chauffeur and Shouqi Jiaoqi. The details of online car rental announced by Beijing and Shanghai are a devastating blow to the C2C model, while it is a major policy boon for the B2C model.

It is not difficult to foresee that the future of China's online car market will collectively move towards the development of the B2C model.

C2C loses its viability

The C2C model, represented by Uber, has almost dominated the mainstream, both in China and globally. The so-called mainstream, is the most massive user scale, whether it is the driver or passenger side, can easily get a huge number of users. Because the C2C model has almost zero threshold, as long as you have a car you can join, naturally, you can quickly and savagely grow.

This kind of barbaric growth is the price to pay, seemingly lively C2C car market, but has given rise to many huge social problems. On the one hand is the safety of travel, data in the hands of the platform, almost completely out of control; on the one hand is the travel experience, the industry lacks a unified standard, whether it is the vehicle or the driver, the level of service naturally varies.

It is very simple to see that the platforms have different bottom lines for vehicles. Early Uber requirements are medium and high-end car, and is a local license plate, while the local C2C platform has no requirements, regardless of local or foreign license plate, regardless of van or sedan, as long as it is a vehicle can join later, Uber's requirements for the vehicle is also relaxed, the industry is a mess.

After the announcement of the details of the netbook, the industry already has a new standard, which will naturally bring about a huge impact.

The first and foremost is the drastic increase in cost. Most of the drivers on C2C platforms are amateurs, and the details require private cars to be converted into operating vehicles, and the cost of insurance, maintenance and depreciation will increase significantly, roughly estimated to be close to $10,000 per year. For the vast majority of C2C drivers, this is a significant cost, which will naturally affect their choice, leading to the loss of drivers.

The second is that after the threshold is raised, many vehicles will not meet the requirements, and many drivers will not be able to meet the standards, and naturally a large number of them will be eliminated. According to the data released by some platforms, the eligible ones may not exceed 5%, then a large number of drivers will be eliminated, and not many drivers will be able to stay on the platform, and the increase in costs will also make them lose their motivation.

Whether in terms of the threshold of the new policy or the drivers' own interests, the new policy will have a huge impact. Shanghai will bring immediate harm without any buffer, and Beijing will not be able to get an effective buffer for the killing force despite the five-month buffer, because there are essentially too few eligible vehicles. The loss of drivers and vehicles could undo the early subsidies.

Not to say completely destroyed, at least the metabolism is greatly injured. In essence, the new policy no longer exists under the C2C model, because once the vehicle is transferred to the operating vehicle, in fact, is a B2C model. For the existing C2C platform, there is almost no soil for survival, the only hope is to turn to B2C before it is too late.

B2C sees the dawn of an explosion

The most popular online taxi platform in the world is Uber, which is the C2C model, while the B2C model is the first of its kind in China, and no samples can be found globally. The national representative is Shenzhou Chauffeur, which ranks second in China's chauffeur market in terms of user scale, second only to DDT; the local representatives are Beijing's Shouqi Jiaoqi and Shanghai's Volkswagen Mobility, which are all adopting the B2C model. From a global perspective, China's B2C model is unique.

B2C model should be doubly despised, on the one hand, can not find a global sample, drop can find Uber to compare, and Shenzhou special car can not find a sample, and then there are references to support innovation; on the other hand, in the industry is accused of being asset-heavy, in the market is considered to be a high price, a bit of grandma does not hurt uncle does not love; on the one hand, seems to be the representative of the government's will, then naturally, will lead to some controversy! On the other hand, it seems to represent the will of the government, which will naturally lead to some controversy and also provoke some bad feedback.

In fact, B2C is really a little less in tune, so Zhu Xiaohu, an investor in drip travel, will issue an article twice to question Shenzhou Chauffeur. Because, C2C platform does not need a car, a driver, you can create a large platform; and B2C platform of Shenzhou car, the first car, need to unify the management of vehicles, drivers, services and other issues, in the end, "scale" is not as good as those C2C platform, naturally there are a lot of reasons not to be optimistic.

Of course, this is only from the perspective of the capital market, from the perspective of consumers, the B2C platform Shenzhou Chauffeur's reputation is far ahead. On the one hand, Shenzhou Chauffeur doesn't have as many vehicles and drivers as DDT; on the other hand, Shenzhou Chauffeur's vehicles and service costs are higher than DDT. Why can Shenzhou Chauffeur become the second in scale and the first in word of mouth with the B2C model? Because, what the market lacks is not vehicles, but standardized services, which is the choice made by consumers.

Whether Shenzhou car or Shouqi car, are to take a unified vehicle, unified service model, that is, with Uber is very different from the B2C model. However, two benefits are obvious. On the one hand, so that safety becomes more controllable, the vehicle after strict inspection, the driver after strict screening, can protect the passenger's travel safety; on the other hand, the driver after unified training, can provide standardized service, have a more perfect experience. After all, traveling is a service-oriented industry.

This reminds us of the cab industry in Japan, where almost all cab drivers are "old men". It is not only because of the serious aging of Japan, but also the high demand for cab drivers, for experience, service, vehicle requirements are very high. Anyone who has been to Japan has noticed that all the vehicles are Toyota Crown vehicles, which are "boss-level" vehicles in China. Therefore, there is no room for Uber to survive in Japan, even if the hailing system is more outdated than in China, Japanese people prefer to choose cabs.

The purpose of the new policy on online taxi is to set a uniform standard. One is the requirements for vehicles, and the other is the standard for drivers, and only when everything is above the standard can it be in the interests of consumers. As for the existing B2C platforms, they are all fully compliant with the policy requirements. This is not tailor-made for government-led car-appointment platforms, but is equal for all B2C platforms, no matter whether it is private capital's Shenzhou car, or state-owned enterprises' Shouqi and Volkswagen, with the aim of standardizing services.

The details of the policy requirements, should be in line with the market, not only China is so, Japan is more Uber can not find a needle seam, the United States states also have more stringent requirements, for the development of Uber has also been limited, even if it is a local innovation of the global enterprise. Comparatively speaking, China is even the most open, for which there are special regulations and standards for. This shows that China is already leading the global industry in online carpooling, and the B2C model has become a top priority.

The discerning person is not difficult to find, the new policy on C2C is a fatal blow to B2C is the dawn of the policy.

Beijing as the political center, Shanghai as the economic center, the details of the two places of the net car is bound to become a model for all over the world, but also almost the net car in the country's final, each place will refer to the policy of Beijing and Shanghai, to formulate the corresponding local rules. It is certain that the soil of the C2C model will be eradicated, and the future will only be left with B2C. For the existing C2C platforms, if they do not transform before it's too late, their chances will become increasingly slim.

A more easily overlooked detail is that, on the one hand, Beijing and Shanghai coincide, from the draft to the details of the landing, completely the same day, which should not be just a simple coincidence; on the other hand is the purpose of pointing, not to completely block the platform of the network car, but to develop a relative standard, and then leave all the other to the market to operate freely, relatively more favorable to B2C The B2C model is relatively more favorable to the B2C platform.

From this point of view, on the one hand recognizes the innovation of the B2C model, on the one hand denies the inadequacy of the C2C model, which not only represents the will of the government, but also represents the trend of global development. After all, the C2C model in the world hit a wall, even the birth of Uber in the United States, and B2C in China was officially recognized, but also released a subtle signal, the government is to encourage innovation, those for the B2C allegations will be reduced to nothing. In addition, the fall of the C2C model also represents the real rise of innovation in China.