How will the car companies compete to build a shared car market in 2018?

At the beginning of 2018, the news of FAW Car, Xinte Electric Vehicle, and Mobike’s hand-in-hand arrangement of shared cars attracted much attention. At this point, just a few months, the shared automobile field ushered in a new legion. Dripping, the U.S. group, and Mobye have spoken in succession, sharing cars in the office. After a period of depression, this wave of shared cars seems to be coming again.

At the beginning of 2018, the news of FAW Car, Xinte Electric Vehicle, and Mobike’s hand-in-hand arrangement of shared cars attracted much attention. At this point, just a few months, the shared automotive sector ushered in a new legion. Didi, Midea, and Mobai have spoken loudly, and they have strongly entered the car to share. After a period of depression, this wave of shared cars seems to come again...

Car companies are competing to layout a shared car

Before 2018, the shared automobile industry was dominated by Internet companies. Baidu, Tencent, and Alibaba made active investments. Ditian, U.S., Mobai and other industries also entered the market. In 2018, Beiqi, SAIC, Chery, and other car companies used to provide more vehicle maintenance and data collection services for Internet travel companies. However, at the beginning of 2018, a number of car companies began to enter the shared automobile sector with the mode of capital injection and technology investment. There are more and more people who share cars, and some cities even have more than a dozen time-share leasing operators.

On January 8, FAW Cars issued three co-operative announcements, announcing the signing of a strategic cooperation agreement with the Gui'an New Area Management Committee and the Gui'an New District Mobihang Technology Co., Ltd., as well as the Gui'an New District Xinte Electric Vehicle Industry Co., Ltd. Signed a cooperative production framework agreement. Behind the three announcements, FAW Car Co., Ltd. began cooperation in the shared automotive field with the cooperation of Mobi Travel and others. Previously, Beijing Auto, SAIC, Shouqi, and Geely have all started their layout in the shared automotive field. Even luxury brands such as BMW and Mercedes have started their own shared car projects. Then, Mobow, U.S. Group, Didi, and other operators who had accumulated experience and capital in the shared travel field have also extended their reach to shared cars.

In addition, there are new faces in the shared car industry, such as the Car Rental in 2 and Cargo in Pakistan. Behind these brands is the push of capital. In early 2018, TOGO announced the completion of a US$26 million B+ round of financing; at the end of 2017, Shenzhen time-share leasing company Pony Car announced the completion of the third round of financing in one year, totaling 250 million yuan, setting a record for single-time financing of time-share leasing; Gofun The new round of financing for travel also exceeded 100 million yuan. It can be said that the shared car industry has really become an industry that is "not bad" and is favored by capital.

At the moment when the sharing economy is hot, the lively shared bicycles have already been left behind by the big waves. In the area of ​​shared cars, the wave seems to have just begun. At present, companies in the “Fortress Besieged” are still slowly looking for new opportunities. People outside “Besieged City” are just around the corner.

Difficult to escape the hidden worry

The air has come, but there are still hidden concerns. While sharing cars hot, there are also many projects that have fallen. The collapse of Friends Cars, EZZY, and other sharing vehicles highlights the problems of shared cars. As a heavy-asset, heavy-operating, and remarketing shared vehicle, a project requires strong capital, relatively strong technical strength, and management capabilities, especially in terms of the design of operating outlets and the control of the scale of delivery. Claim.

At present, most of the time-shared leasing business is the B2C model, which means that the company owns vehicles. As of the end of last year, there were more than 300 companies that had been leased domestically and operated in more than 300 times, three vehicles with more than 5,000 self-owned vehicles, 14 vehicles with their own vehicles ranging from 1,000 to 5,000, and 500-owned vehicles. There are 6 homes between 1000 cars. However, at present, the scale of financing in the shared car sector is not large. There are 9 financing companies with a certain scale of shared auto companies, and the financing amount is 623.5 million yuan. The problem of self-owned vehicles may still be relatively easy to solve. After all, there are so many traditional car companies facing transformation. With a hand-pulled family, it may be possible to solve problems, such as Mobike and FAW, and there are various financial and financial instruments that can be used.

Sharing the car's "heavy" is more about operational management. As far as sharing the major service modes of cars is concerned, it is necessary to provide a sufficient number of service points for picking up and returning vehicles at designated points. The return of a home delivery car also requires the management of a large service team. Otherwise, it is difficult to meet the efficient operation with the use of access, operating costs are also high. Despite the large number of companies that share cars in the market, due to high input costs and lack of supporting facilities, it is difficult for the industry to form “big players” like shared bicycles and online booking vehicles, let alone enterprises that realize profitability.

Sharing cars or will usher in a continuous outbreak

Although there are industry pain points in sharing cars, the current user penetration rate is still not high enough, and it is still in the initial stage of popularization. However, once a method is found, sharing cars in China will grow faster and develop better than in any country. According to experts' predictions, by 2020, the daily service of each vehicle in the shared platform will exceed 10 times, approaching 50%-70% of the total service volume of the taxi. Sharing a car's "burn money" status is a phased result. However, it cannot be overlooked that most profitable shared car platforms are large-scale enterprises. Behind them are not only powerful technologies and financial support, but also have certain advantages in obtaining parking resources.

The shared car platform can provide the most rapid application scenario for emerging technologies. In the future development direction of this platform, application scenarios such as electric cars and driverless vehicles will also slowly join in the development of time. Once unmanned technology is formed, the application of time-sharing leasing will be an area of ​​early introduction. The shared car platform has also promoted the development of emerging technologies to some extent.

For the shared car platform, the competition and cooperation between the current traditional car companies and Internet companies will continue. In 2018, more companies will enter this market. Behind the booming market, it is also necessary to realize that the current market lacks industry norms, and the government's follow-up on laws and regulations is also slightly insufficient, especially in the areas of shared car occupation of public resources and new energy parking and safety regulations. Still need improvement. After major car companies enter the shared car platform, burning money is inevitable. After this round of capital revelation, it is worth paying attention to who survives.