The online car-hailing war has become a new round of grabbing customers

  Our reporter Sun Qiru

  With the rectification of the leading online car-hailing company Didi, the online car-hailing scene has re-emerged, and various taxi-hailing apps have been dispatched to seize this "window period" for regaining market share.

In the past two days, Meituan Taxi, which was removed in 2019, has made a comeback. It has launched taxi services in Beijing and other cities. Apps such as Gaode Taxi and Dida Travel have frequently issued coupons and red envelopes to attract users.

Meituan taxis "come back"

  In the past two days, many Beijing residents have discovered that a taxi-hailing option has been added to their Meituan APP.

At the same time, the independent Meituan taxi app has been relaunched in multiple Android app stores. The update date is displayed as July 11, 2021. The new version of the app has changed from the original blue and white main color to a new logo with yellow and black tones.

  This time it was relaunched during Didi's rectification period, and Meituan's taxi-hailing is coming fiercely, especially the preferential subsidy for new users.

A 50% discount coupon of up to RMB 20, a direct red envelope of RMB 13... On the coupon package page of new users of Meituan Taxi, there are many attractive red envelopes lying down.

  The reporter experienced that at 8:40 am yesterday, at the same time, under the same route order from Peony Garden to China-Japan Friendship Hospital, the preferential price of Meituan Taxi China Meituan Express is 14.5 yuan, and the discount rate is as high as 14.5 yuan. ; In the Didi APP, the express price of the express train is 26.92 yuan, and the estimated price of the express train is 30.6 yuan.

Meituan is very attractive in terms of prices for new users.

  The Meituan APP stated in the application introduction that its current service cities have covered more than 100 cities including Beijing, Shanghai, Chengdu, Guangzhou, Shenzhen, Hangzhou, Nanjing, Zhengzhou, Hefei, Xi'an, Taiyuan, Changsha, Wuhan, Shenyang, Xiamen, etc. .

  In addition to Meituan taxis, platforms such as AutoNavi have also vigorously solicited customers in the past two days.

Platforms such as AutoNavi Taxi, T3 Travel, etc. began to advertise a large number of traffic platforms such as WeChat and Douyin.

In addition to taking the opportunity to promote platform brands, major platforms have also used various preferential activities to pull new ones. T3 Travel recently launched a new coupon package. For example, Qi Travel and Cao Cao Travel have launched activities such as inviting friends to withdraw cash.

The subsidy war may be difficult to reappear

  Various online car-hailing platforms have started to "grab people", and passengers and drivers have benefited from it.

  "Because there are always platforms that issue coupons, they often travel at zero expense recently." A netizen sighed.

Some netizens have sorted out various taxi-hailing software currently available on the market on social platforms.

  As for drivers, the problem of excessive commission, which has been reported by the media, is gradually alleviating.

With the arrival of the summer vacation, travel demand continues to increase, and the "peak summer taxi-hailing season" will usher in July to September.

In order to allow passengers to take a taxi faster during the summer peak season, AutoNavi Taxi Free Commission recently launched the summer commission-free season. From July to September, from 7 am to 9 am on working days, drivers will take orders during this period. No commission is charged, and all income goes to the driver.

A total of more than 100 online ride-hailing platforms will use various forms of commission-free to help drivers increase their income and encourage drivers to use more cars.

  However, the online car-hailing "subsidy war" scene that allowed passengers and drivers to have fun many years ago may not appear now.

  The reporter found that, taking Meituan as an example, the first order price for new users is almost half or lower than the normal price. However, when the taxi-hailing person is an old user, the price of Meituan taxi-hailing is basically the same as that of other online ride-hailing platforms.

  Analysys analyst Jiang Xinwei, a senior analyst in the automotive travel industry, analyzed that under today's market environment and corporate competition, no company can start a wave of subsidy wars.

  Looking back on the history of Meituan's taxi-hailing business, the financial pressure brought about by large-scale subsidies is also a big challenge for giants like Meituan.

On February 14, 2017, Meituan launched its taxi-hailing business in Nanjing and entered the “backyard” of Didi.

However, in May 2019, in order to control losses, Meituan launched an aggregation model in its online car-hailing business and removed the "Meituan Taxi" app in major application stores.

Whether the market structure "changes" or not is still unknown

  In fact, whether it is the "coming back" of Meituan taxi, or Gothe taking the opportunity, or Didi in rectification, the well-known online ride-hailing platform is still facing compliance in the next step of development. challenge.

On July 10, the Ministry of Transport reported that among the online car-hailing platforms with orders exceeding 300,000 orders, the compliance rates according to the order from high to low were Ruqi Travel, Xiangdao Travel, T3 Travel, and Shenzhou Special Vehicle. , Sunshine Travel, Cao Cao Travel, Shouqi Taxi, Bangbang, Didi Travel, Wanshun Taxi, Meituan Taxi, Huaxiaozhu Travel, Ark Travel, the order compliance rate of several platforms with higher popularity among the public is ranked but Not leading.

  In Jiang Xinwei's view, in the near future, many online car-hailing platforms will have a certain window of development, but Didi still has a large lead in terms of technical reserves and overall strength. "New vendors will get growth opportunities, but will they be able to shake the current situation? Personally, I think there is a certain possibility, but the possibility is not great." She believes that the Didi APP can be used normally at present, and many users who originally used small programs It also adopts the usage model of "aggregation platform + Didi" instead of directly investing in the embrace of the "Xinhuan" platform.