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Big Traffic Author of this article: Investment Tide 2017-03-31
As the transition period of Beijing’s new car-hailing policy is about to end,Didi begins to thoroughly clean up vehicles with foreign license plates。
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29th,Didi stated that it complies with the regulations of Beijing’s online car-hailing rules,Will stop dispatching online ride-hailing rides with foreign license plates in the entire Beijing area (including outside the Sixth Ring Road) before April 1st。One week ago,Didi had stopped dispatching vehicles with foreign license plates to the Third Ring Road in Beijing at that time,And suggest the driver to return to the place where the license plate belongs to continue taking orders,Or participate in recycling used cars、Car rental and other services。

According to the relevant regulations of the Beijing Municipal Government and the requirements of the online ride-hailing regulatory authorities,Beijing gives platforms and non-compliant online ride-hailing companies a 5-month buffer period,Ending on May 21st。In other words, online ride-hailing services operating in Beijing in the future must be “Beijing Renjing Car”。If online ride-hailing companies with foreign licenses continue to operate after the transition period,You will face a fine of less than 20,000 yuan。

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I must have seen this news,Only Didi users will suddenly realize,No wonder the wait time for calling a ride on Didi is getting longer and longer,Because there are fewer and fewer vehicles。Especially in these two days,Huilong Temple in Beijing、Wangjing and other places have successively used Didi、Yidao et al. Car-hailing software,The waiting time is several times longer than usual。

Cheap online ride-hailing services bear the brunt of the removal of non-Beijing brand vehicles。According to Beijing Business Daily,188bet app download The person in charge of the leasing company said,The company’s tens of thousands of vehicles serve Didi Chuxing platform users,There are many non-Beijing brand vehicles engaged in Didi Express service,About 50%。Regulations on eliminating non-Beijing brand vehicles have the greatest impact on the express business。

“The job has become increasingly difficult,Now that it is officially notified,Probably won’t consider taking a job again。”The driver Mr. Zhang’s car has a Hebei license plate,Have been working as a Didi Express driver for almost two years,Neither the vehicle license plate nor the vehicle displacement meets the standards of the new regulations。For this,He is going to change his career to do other things。"Even with a license from Beijing,I may not be able to accept it if I spend another two to three hundred thousand to replace a car。" Mr. Zhang said。

Previously,All parties have speculated on how various online ride-hailing platforms will respond to Jingren Jingche’s new policies,It is a forced cancellation of the driver account,It is better to re-examine and give the driver the qualification to go on the road。Didi’s approach this time shows that,Didi will take technical measures,Stop dispatching orders to protect Jingren and Jingche,without logging out the driver account。

Master Zhao, who has been driving Didi Express in Beijing for more than a year, also received the latest text message from Didi。The content of the text message does not only restrict non-Beijing brand online ride-hailing within the Third Ring Road of Beijing,Instead, the entire Beijing city will gradually restrict the dispatch of non-Beijing brand online ride-hailing rides,And encourage Jingpai drivers to take orders。Although Master Zhao does not have a Beijing household registration,The car does not meet the New Deal standards,But because of the Beijing license plate,You can still receive orders from Didi。

End of last month,A master Huang who drives Didi Express in Beijing revealed,“Recently, trucks from other places have been unable to receive orders,Currently only non-Beijing brand cars in Beijing are restricted,It will soon be the turn 188bet app download of outsiders like us who do not have local registered residence。”

After restrictions on foreign licenses,Will Didi start restricting non-Beijing drivers in the Beijing area next?,We don’t know yet,But it’s conceivable,Once restrictions are imposed on non-Beijing drivers,The number of drivers who can serve passengers may be reduced,Even fewer than the number of taxi drivers in Beijing。

Detailed implementation based on data,Previous media reports stated that the number of registered drivers in Didi Beijing was 1.1 million,The number of active drivers exceeds 200,000,But only 10.7% comply with Beijing nationality regulations,Based on this ratio, it is estimated that the number of active drivers who meet the regulations is about 20,000,The number of taxis in Beijing is more than 70,000。

Spurred on the business of “changing license plates”

Just when online ride-hailing drivers are receiving fewer and fewer orders,Didi’s “business” of changing its foreign license to local license is doing prosperously。

According to BiaNews,A passenger broke the news,It said that it called a "Shanghai A-brand" vehicle through Didi,But I learned from the conversation between the passenger and the driver,The car actually has a Henan license plate。When a passenger asks the driver why the local license plate (Shanghai license plate) can be displayed on the app,The driver said,Didi once called the driver and asked him if he was willing to "change the driver's license plate information" in the background,Didi’s commission increased to 35%。However,Didi customer service denies that Didi has this business。

At the same time,In the group of online ride-hailing drivers,Some people have also begun to spread the business of "changing foreign brands to Beijing brands",charge 220 yuan。

The second half of online ride-hailing, platform survival tells new stories

As Didi removes vehicles with foreign license plates,The online ride-hailing war has officially entered the second half。If the first half of the war was dominated by the will of capital,Then the second half is legal、Competing on the ability to adapt 188bet app to policies in compliance。

Vehicle reduction on each platform、Orders decline、User loss has become an indisputable fact,Every platform is looking for a way out。Didi was hit the hardest,Trying to divert express users to minibuses、Preferred,And bet on financial business;China UCAR is no longer obsessed with fighting,Shift the battlefield to automobile e-commerce;Yidao Yongche, who is trapped in negative situations,Also told the story of the automotive aftermarket a few days ago。

1. Didi attracts traffic to Minibus and Youxiang, betting on finance

In response to the New Deal,Didi launched “Didi Minibus”。It mainly consists of 7-seater minivans and commercial vehicles,Mainly solves users’ travel needs within 5 kilometers。Users post ride requests on the App、Enter destination,After the driver takes the order,The system will recommend pick-up points based on user positioning。

This quasi-bus product and express train、The positioning of private cars is different。Previously,Didi also launched Didi Bus,Providing bus services for commuters in first-tier cities。“Didi Minibus” may be the most shared initiative among various platform adjustments。

Didi Car Rental,And "all-in-one" internationally and domestically。January 4,Didi’s overseas car rental business officially launched。Didi Car Rental has arrived in Beijing and Shenzhen,More first and second tier cities will be covered in the future。In international business,Didi cooperates with international car rental giant Avis,Covering more than 1,500 cities in more than 100 countries around the world。

In finance,In addition to the establishment of a wholly-owned subsidiary "Zhongfu Financial Leasing (Shanghai) Co., Ltd." (registered capital of 1 billion) in the Shanghai Free Trade Zone last year,The latest news is that Didi will fully acquire Yijiufu,Curve obtained payment license。Car financial leasing、Mortgage、Users or car owners can buy cars in installments... allowing Didi to make money。

2. China Car Buying becomes the protagonist

May last year,China UCAR Group officially launched the construction of Shenzhou 188bet Online Sports Betting and Casino Maimai Auto offline stores,Opened more than 120 stores across the country in just 5 months。Meanwhile,Shenzhou Maimaiche Tmall flagship store、The official website of Shenzhou Maimai Car is launched simultaneously。Only offline traffic with traditional automobile e-commerce brands,Traditional 4S stores only cover stores which are completely different,Shenzhou Maimai Auto forms a complete closed-loop transaction through online and offline operations,The product model focuses on “hot-selling cars + low down payment”,quickly became popular in the third and fourth tier markets。

First,Shenzhou Maimai Auto adopts the O2O model that combines online and offline services,After allowing consumers to select their favorite car models online,Go to the local Shenzhou Maimai Car store to experience and place an order。Secondly,Shenzhou Maimai Auto carries out large-scale purchases through capital advantages,Adopt underwriting、Consignment sales model mainly promotes hot new cars,Let consumers in third- and fourth-tier city markets also enjoy the prices of first-tier cities,Even lower。The most important point is,Shenzhou Maimai Auto launched the “enjoy now, buy later” car consumption model,Consumers can choose "low down payment、Low monthly payment、Free final payment” car purchase finance plan。

On the last day of February,China UCAR completes 4.6 billion yuan in financing,Lu Zhengyao said in an interview with the media,The new financing is mainly used for the automobile e-commerce business Shenzhou Maimai Che。

3. Focus on the "automotive aftermarket"

Days ago,Yidao’s offline comprehensive service station “Yidao Home” was launched in Zhuhai。As understood,This is the third offline store established by Yidao after launching its nationwide layout。Stated by the relevant person in charge of Yidao,The landing in Zhuhai is an important measure in its layout of ecological vehicles,Car owners can get registration、Upgrade、Services such as vehicle replacement and driver information。

Yidao hopes to provide services from buying a car to repairing it、Full set of maintenance 188bet app services,But the most important thing is the "automotive aftermarket",That is, second-hand car replacement and vehicle maintenance for car owners、Car insurance and other services。However,Yidao has been suffering from LeTV’s financial problems,Some media have repeatedly reported that it is experiencing financial constraints、The driver cannot withdraw cash and other issues。

Also,Didi、Yidao、China is further developing high-end online ride-hailing services,Because the New Deal actually squeezed low-end online ride-hailing out of the market。

*Source: Snowball, author: Investment Tide, original title "Didi is ruthless in removing vehicles with foreign license plates,New stories told by the contestants in the second half?》.

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