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滴滴顺风车将于11月20日重新上线,虽然仅仅是试运营,但是这依然引起了大量用户的关注。在没有滴滴顺风车的这段日子里,很多用户都表示十分想念,因为这个模式的网约车价格便宜,方便了不少用户的出行,即便是出现安全问题,也不能阻止他们对于顺风车的热情。
在滴滴顺风车不在的这段时间里,曹操专车、嘀嗒出行以及高德等都推出了顺风车业务,不断侵蚀滴滴顺风车的市场空间。那么,滴滴顺风车的重新上线,会不会对于当前的网约车市场格局造成影响呢?
顺风车业务,滴滴为什么难以割舍?
顺风车是滴滴此前最赚钱的业务,在损失顺风车之后,滴滴去年的亏损达到109亿,其中有很大一部分是由于司乘两端的巨额补贴造成的,金额高达113亿元。经过分析和计算可以看出,除却顺风车业务外,滴滴可用于盈利的部分也就仅仅4亿元左右的水平,这是不能满足滴滴的损耗的。
特别是如今的网约车市场,已经进入了平稳发展阶段,无论是滴滴还是其他的行业内平台,想要有大幅度的业务提升还是很困难的。如果不能在业务拓展上有所进展的话,就只能利用提升运用状态来拉升平台的商业价值。没有了顺风车业务对滴滴的打击很大,这也是为何滴滴一直纠结于要将顺风车业务重新上线。
而从平台和用户的角度来讲,顺风车价格足够便宜,一方面可以将顺路的用户一起运送,提升车辆的利用率水平,减少资源的浪费;另一方面,顺风车订单总体金额并不比快车等模式赚的少,再加上单次运送的乘客数量成倍数增加,可以弥补单笔订单金额较低的缺陷。除此之外,虽然顺风车提出网约车社交备受质疑,可是这无疑是一个很不错的社交场景,在经过模式升级和改革之后,或许还会有一些可运作的空间。
顺风车模式可以弥补平台网约车在业务上局限性,在快车、出租车、拼车、公交车之外,建立起一个能将平台业务所串联起来的节点,加强司乘两端的合作关系。对于那些并非是全职的滴滴司机,顺风车模式灵活度更高,操作起来也更加地方便,无论是平台还是用户都不希望顺风车业务被永久搁置。
滴滴顺风车上线后,将会有怎样的影响?
滴滴顺风车上线之后需要面对来自于多方面的压力,但是好在滴滴依然是市场份额占比最高的平台,用户也足够的多,只要顺风车上线,就能获得更多的关注,这样就有了运作下去的基础。对比其他网约车平台,虽然也上线了顺风车业务,可是他们的市场份额有限,很难对滴滴造成威胁。
曹操专车、嘀嗒出行、哈啰出行、神州专车与首汽出行等行业内平台,一直都在被滴滴制约,一旦滴滴顺风车再次上线,它们在顺风车业务上很难与之竞争,市场份额还会遭到挤压,生存空间也会被压缩不少。因此,这些平台是不希望滴滴在这个时候上线顺风车业务的。
如今的网约车市场是滴滴一家独大,在整个行业进入平稳发展期之后,创新模式的运营就会备受关注,类似于无人驾驶出租车、分时租赁共享汽车等新模式平台的活跃度会更高,这样才会加速整个行业向前推进和发展。
滴滴面临的困境与难题
滴滴虽然已经上线7年的时间了,但是依然还未能实现盈利,如果未来的盈利预期无法实现的话,滴滴的处境将会变得异常艰难。尤其是去年顺风车业务下线之后,滴滴的亏损大幅增加,这就导致了一个很严重的问题,滴滴对于其顺风车业务的依赖性太高了,这并不是一件好事情,一旦顺风车业务再次被下线,滴滴很难在短时间内找到替代品。缺乏盈利能力的滴滴还要面对来自资本层面的压力,而且它已经有一段时间没有进行融资了,现有的资金又够使用多久呢?
就在前几天,滴滴又发生了安全问题,这还是在顺风车还没有上线的时候发生的。如果顺风车上线以后,再次发生安全问题的话,顺风车是不是还要再进行下线整改呢?我们都知道,滴滴在顺风车业务推出之前也多次发生过安全问题,就算此次顺风车上线前做了大量的准备,为用户提供了很多安全保障措施,但这并不表示安全问题就不会发生。因此,在顺风车上线之后,滴滴同样更应该保持警惕。同时我们在看点滴滴顺风车的时候也应该保持理性,谨慎对待各种可能发生的不可预料的问题。
笔者认为滴滴顺风车上线之后,会对现有的行业市场造成巨大的影响,如果在之后的一段时间内滴滴能依靠顺风车大幅提升盈利能力,改善运营结构,那么它会再次启动上市计划,推动IPO进程。而这,很可能改变网约车市场的格局,带领行业企业迈向一个新的高度。单,毫无疑问,安全问题将会一直困扰着程维,想要彻底解决几乎是不可能的,滴滴只能顺势而为,通过不断提升运营水平来规避这种情况的发生。
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