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滴滴收购优步中国 给消费者带来什么?
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Topic: 滴滴收购优步中国 给消费者带来什么? (Read 933 times)
healtheworld
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滴滴收购优步中国 给消费者带来什么?
August 10, 2016, 12:48:05 AM
#1
约出租汽车经营服务管理暂行办法》(以下简称“办法”)出台之后,滴滴出行宣布收购优步中国的经营业务,双方互持股份共同征战国内网约车出行服务市场。
当然,“办法”并不一定起到了“倾盆大雨”的作用,但双方为何在争斗多时后握手言和,想必其中的原因也是不可为外人道也。所以,个中曲折,车业杂谈无意探究,而对于滴滴出行收购优步中国后可以给消费者带来什么,有些许看法。
可能不是让服务价格更便宜,而是让现有网约出行服务质量更优化。
众所周知,无论是此前的滴滴、快的,还是优步中国,对消费者及司机的双重高补贴是其能火起来的原因之一。但大量烧钱后的回报无期,带给投资者的是巨大压力。以优步为例,其之所以能兴起于美国,主要背景原因在于:其一,美国本土的人工成不高、出租车的服务价格高,而优步服务价格相对低;其二,美国人口少、居住相对分散,出租车也并不多,优步能弥补打车难的问题。但是,优步来到中国后,在国内出租车服务价格本就不高的前提下,优步失去了相对低的服务价格优势,于是乎烧钱开始、差价盈利模式遇阻。可以说,只要不改变这样的模式而持续参与中国本土市场竞争,优步中国在投资者的施压下,退出或者被合并也是迟早的事情。事实上,当前的国内网约车市场本就只是资本托市,高额的双重补贴在短期内本来也不符合资本运营需要盈利的基本规律。
而最新的“办法”中又规定,网约车平台公司不得“以低于成本的价格运营扰乱正常市场秩序,损害国家利益或者其他经营者合法权益等不正当价格行为”。
由此,在盈利诉求与“办法”的双重驱动下,合并后的滴滴出行在拥有超过80%网约车市场份额的基础上,调整现有服务价格或将是大概率事件。
但是,从对消费者需求引导的角度来讲,如果降低了低价的吸引力度,势必会对消费需求带来影响。所以,接下来以滴滴出行为代表的网约车应该会在另一个优势——更方便的出行服务上进行优化提升,以此来保持相对于传统出租车服务的竞争优势。比如购买保险、约束司机,以此来改善网约车出行服务的安全性。事实上,“办法”也对此作出了相应的规定。当然,今后的网约车服务质量可能还会在其他维度进行提升,对此就报以真诚的期待吧。
推动传统出租车行业变革,提供更好的服务。
长久以来,消费者对于传统出租车多有诟病,出租车司机与出租车运营方的劳资关系也向来不太融洽。车业杂谈认为,造成这一局面的根本原因是利益分配所致。
客观来讲,常年奔波在外的出租车司机工作强度大,长久的车内驾驶对身体也是考验。但每天需交出的份子钱对每一位出租车司机都是压力,由此导致出租车司机在利益的驱动下降低了服务质量;当然,这也不是唯一原因。令人鼓舞的是,近日出租车改革方案出台,要从取消经营权有偿使用、规范承包经营方式等四方面改革出租车“份子钱”,健全出租车行业利益分配制度。
应该来讲,这一制度的改变或多或少会让人联想到与网约车合法化有关系。而进一步来看,随着网约车服务质量的改善、提升,在几乎同台竞争的情况下,现有的传统出租车服务状况也必然要有相应的改变,否则可能就是面临淘汰。
最后,除了以上两项可能给消费者带来的变化外,车业杂谈认为,滴滴出行收购优步中国或将进一步产生“鲶鱼效应”。即随着租车性质的出行服务优化,未来的出行模式或将改变,消费者可能要在购车与租车之间进行选择了……
muistapha
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Activity: 126
Merit: 100
Re: 滴滴收购优步中国 给消费者带来什么?
August 12, 2016, 02:30:15 PM
#2
带来了不少方便是真的
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