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造车大佬扎堆“玩”网约车,滴滴你怎么看?

    投资赢家都在关注 上海证券报┃中国证券网上汽、宝马、东风……造车大佬们不断加入,网约车市场热闹了,滴滴要“凉凉”?12月18日晚间,上汽集团在上海正式发布移动出行战略品牌——“享道出行”,吹响了进军网约车的集结号。这是继宝马网约车成都上线、东风获得网约车牌照之后,又一家实力雄厚的造车巨头进入网约车角逐行列。面对已经拥有较大市场份额的“滴滴”等约车平台,车企扎堆布局的背后是看好网约车市场,还是另有他图?众车企扎堆布局网约车在18日晚间的发布会上,上汽集团将“享道出行”定义为构建“人的智慧出行”大生态时孵化的优选解决方案,是上汽集团出行大生态体系的重要组成。按照计划,上汽集团将把网约车业务与现有的分时租赁和长短租业务紧密结合,利用自身拥有的丰富场景资源,整合大数据、人工智能、云计算技术等,以人的出行为核心,打造多方共赢、开放共享的出行大生态,提供“一站式、多程联订”的用车出行解决方案。宝马网约车业务则于12月14日在成都上线运营。相关新闻报道称,宝马此次首批共上线200辆配备专职司机的宝马5系商务轿车。而宝马也未改其奢华风格,据使用过该平台的人士介绍,“宝马约车”价格较其他约车平台豪华级轿车价格高出近1倍。宝马方面也表示,宝马网约车的目标用户并不是上班族,而是专注于有个性化需求的高端客户。记者注意到,除上汽、宝马外,今年下半年以来已经有包括一汽、东风、长安、长城等车企宣布进军网约车业务,国际知名汽车厂商福特、戴姆勒也通过与国内车企合作的方式加紧布局。具体来看,首先发力的是抱团取暖的一汽、东风和长安。今年7月,东风汽车公告称公司与中国一汽、长安汽车签署了移动出行意向协议书,确定整合三方优势资源,合资组建T3出行服务公司,打造出行服务品牌。三家老牌国产车企联合布局网约车业务也引起市场广泛关注。紧随其后的是主打“哈佛”品牌的长城汽车。长城汽车8月20日发布新能源汽车独立品牌——欧拉ORA,并宣布推出旗下共享出行品牌“欧拉出行”,开展长短租、分时租赁和网约车业务。此后,车企公告更是频繁。9月27日,众泰汽车与福特智能出行敲定合作方案,双方各出资50%,拟在浙江组建众泰福特智能出行科技有限公司,试水网约车市场;一个月后,戴姆勒集团表示将与吉利汽车成立出行合资企业,提供网约车和共享汽车服务。网约车市场“钱”景有多广阔一说起网约车,更多人首先想到的是“滴滴”。有数据显示,今年1月至8月,滴滴出行以14.95%渗透率占据网约车APP首位,其他网约车平台APP渗透率相对较低。由此可见,“滴滴”在国内网约车市场份额仍处于龙头地位,其他平台暂无法与其抗衡。然而,“滴滴”的龙头地位并不牢固。随着接连出现的乘客遇害事件,网约车的安全性和规范性成为公众关注焦点。面对市场出现的松动,众车企瞅准时机扎堆进军网约车市场。在外界看来,汽车厂商不愿再扮演“滴滴”的幕后配角、主动走向台前的原因或是看中了网约车市场的广阔“钱”景。据央视财经报道,仅2017年,中国网约车市场的交易规模就已超世界其他各国总和。预计到2020年,中国网约车市场规模将达到720亿美元,比2015年增长11倍。到2030年,美国、欧洲、中国出行服务市场的规模将达1.4万亿美元,出行服务将为汽车行业贡献22%的收入和30%的利润。“钱”景广阔,车企有想法自然正常。但从入局方式来看,众车企思路较为统一,大都选择了“新能源+专车+个性化服务”的新模式。以吉利旗下的曹操专车为例,上线两年多来,其“互联网+新能源专车”出行的服务方式已得到越来越多的大众认可,市场布局更是逐步扩展。相关数据显示,今年曹操专车已经在全国24个城市上线营运,投入约2.3万台纯电动车,APP用户量超1600万,每天可以满足35万人的出行服务。记者看到,上汽的“享道出行”、东风的“东风出行”、长城的“欧拉出行”也是以新能源车为载体,瞄准差异化市场,为用户提供出行服务。以“享道出行”为例,该产品定位于中高端客户群体,主打中高端用车服务市场。此外,上汽集团在发布“享道出行”时,多次提及网约车的行业痛点。例如,享道出行所有驾驶员均需进行100%的深度背景调查和线下认证。享道出行将通过系统化的机制,对驾驶员进行审查、培训与考核。同时,享道出行所有运营车辆预装的享道智能识别系统,实时对运营环境进行视频采集,实现车内状况的清楚判别与责任认定。享道出行还为司乘双方提供了一键SOS保障,并配备了7x24小时专业客服团队,设有SOS专用通道,随时为司乘双方保驾护航。车企玩“约车”为卖车?“一方面,面对网约车广阔市场,车企积极布局完善产业链,将获取新的利润增长点。从另一方面看,面对不景气的汽车销售现状,车企涉猎网约车领域将增加产品的分销渠道。”有市场人士表示,车企玩“约车”,或意在提升整车销售数量。事实上,汽车市场正在遭遇“寒流”。据中汽协行业信息部统计信息,今年前11个月,国内汽车产销分别完成2532.5万辆和2542万辆,产销量比上年同期分别下降2.6%和1.7%,同时产销量增速继续回落。同时,中汽协预计2019年全年汽车销量为2800万辆,将与2018年持平,增长率为0%!虽然中汽协对2019年车市整体情况并不乐观,但对新能源汽车还是充满信心。该协会预测,2019年我国新能源汽车销量将达到160万辆,同比增长33%。如此来看,车企加码进入网约车市场颇有深意。对于“卖车”这件事,从车企网约车平台介绍上不难看出端倪。上汽“享道出行”APP的官方介绍显示,平台将采用“自营新能源车”提供服务。有市场人士认为,就目前情况来看,车企进军网约车市场不仅有助于传统厂商向新能源方向转型,还能化解各家公司不断增长的新能源汽车产能。

tou zi ying jia dou zai guan zhu shang hai zheng quan bao zhong guo zheng quan wang shang qi bao ma dong feng zao che da lao men bu duan jia ru, wang yue che shi chang re nao le, di di yao" liang liang"? 12 yue 18 ri wan jian, shang qi ji tuan zai shang hai zheng shi fa bu yi dong chu xing zhan lue pin pai" xiang dao chu xing", chui xiang le jin jun wang yue che de ji jie hao. zhe shi ji bao ma wang yue che cheng du shang xian dong feng huo de wang yue che pai zhao zhi hou, you yi jia shi li xiong hou de zao che ju tou jin ru wang yue che jue zhu hang lie. mian dui yi jing yong you jiao da shi chang fen e de" di di" deng yue che ping tai, che qi zha dui bu ju de bei hou shi kan hao wang yue che shi chang, hai shi ling you ta tu? zhong che qi zha dui bu ju wang yue che zai 18 ri wan jian de fa bu hui shang, shang qi ji tuan jiang" xiang dao chu xing" ding yi wei gou jian" ren de zhi hui chu xing" da sheng tai shi fu hua de you xuan jie jue fang an, shi shang qi ji tuan chu xing da sheng tai ti xi de zhong yao zu cheng. an zhao ji hua, shang qi ji tuan jiang ba wang yue che ye wu yu xian you de fen shi zu lin he chang duan zu ye wu jin mi jie he, li yong zi shen yong you de feng fu chang jing zi yuan, zheng he da shu ju ren gong zhi neng yun ji suan ji shu deng, yi ren de chu xing wei he xin, da zao duo fang gong ying kai fang gong xiang de chu xing da sheng tai, ti gong" yi zhan shi duo cheng lian ding" de yong che chu xing jie jue fang an. bao ma wang yue che ye wu ze yu 12 yue 14 ri zai cheng du shang xian yun ying. xiang guan xin wen bao dao cheng, bao ma ci ci shou pi gong shang xian 200 liang pei bei zhuan zhi si ji de bao ma 5 xi shang wu jiao che. er bao ma ye wei gai qi she hua feng ge, ju shi yong guo gai ping tai de ren shi jie shao," bao ma yue che" jia ge jiao qi ta yue che ping tai hao hua ji jiao che jia ge gao chu jin 1 bei. bao ma fang mian ye biao shi, bao ma wang yue che de mu biao yong hu bing bu shi shang ban zu, er shi zhuan zhu yu you ge xing hua xu qiu de gao duan ke hu. ji zhe zhu yi dao, chu shang qi bao ma wai, jin nian xia ban nian yi lai yi jing you bao kuo yi qi dong feng chang an chang cheng deng che qi xuan bu jin jun wang yue che ye wu, guo ji zhi ming qi che chang shang fu te dai mu lei ye tong guo yu guo nei che qi he zuo de fang shi jia jin bu ju. ju ti lai kan, shou xian fa li de shi bao tuan qu nuan de yi qi dong feng he chang an. jin nian 7 yue, dong feng qi che gong gao cheng gong si yu zhong guo yi qi chang an qi che qian shu le yi dong chu xing yi xiang xie yi shu, que ding zheng he san fang you shi zi yuan, he zi zu jian T3 chu xing fu wu gong si, da zao chu xing fu wu pin pai. san jia lao pai guo chan che qi lian he bu ju wang yue che ye wu ye yin qi shi chang guang fan guan zhu. jin sui qi hou de shi zhu da" ha fo" pin pai de chang cheng qi che. chang cheng qi che 8 yue 20 ri fa bu xin neng yuan qi che du li pin pai ou la ORA, bing xuan bu tui chu qi xia gong xiang chu xing pin pai" ou la chu xing", kai zhan chang duan zu fen shi zu lin he wang yue che ye wu. ci hou, che qi gong gao geng shi pin fan. 9 yue 27 ri, zhong tai qi che yu fu te zhi neng chu xing qiao ding he zuo fang an, shuang fang ge chu zi 50, ni zai zhe jiang zu jian zhong tai fu te zhi neng chu xing ke ji you xian gong si, shi shui wang yue che shi chang yi ge yue hou, dai mu lei ji tuan biao shi jiang yu ji li qi che cheng li chu xing he zi qi ye, ti gong wang yue che he gong xiang qi che fu wu. wang yue che shi chang" qian" jing you duo guang kuo yi shuo qi wang yue che, geng duo ren shou xian xiang dao de shi" di di". you shu ju xian shi, jin nian 1 yue zhi 8 yue, di di chu xing yi 14. 95 shen tou lv zhan ju wang yue che APP shou wei, qi ta wang yue che ping tai APP shen tou lv xiang dui jiao di. you ci ke jian," di di" zai guo nei wang yue che shi chang fen e reng chu yu long tou di wei, qi ta ping tai zan wu fa yu qi kang heng. ran er," di di" de long tou di wei bing bu lao gu. sui zhe jie lian chu xian de cheng ke yu hai shi jian, wang yue che de an quan xing he gui fan xing cheng wei gong zhong guan zhu jiao dian. mian dui shi chang chu xian de song dong, zhong che qi chou zhun shi ji zha dui jin jun wang yue che shi chang. zai wai jie kan lai, qi che chang shang bu yuan zai ban yan" di di" de mu hou pei jue zhu dong zou xiang tai qian de yuan yin huo shi kan zhong le wang yue che shi chang de guang kuo" qian" jing. ju yang shi cai jing bao dao, jin 2017 nian, zhong guo wang yue che shi chang de jiao yi gui mo jiu yi chao shi jie qi ta ge guo zong he. yu ji dao 2020 nian, zhong guo wang yue che shi chang gui mo jiang da dao 720 yi mei yuan, bi 2015 nian zeng zhang 11 bei. dao 2030 nian, mei guo ou zhou zhong guo chu xing fu wu shi chang de gui mo jiang da 1. 4 wan yi mei yuan, chu xing fu wu jiang wei qi che hang ye gong xian 22 de shou ru he 30 de li run." qian" jing guang kuo, che qi you xiang fa zi ran zheng chang. dan cong ru ju fang shi lai kan, zhong che qi si lu jiao wei tong yi, da du xuan ze le" xin neng yuan zhuan che ge xing hua fu wu" de xin mo shi. yi ji li qi xia de cao cao zhuan che wei li, shang xian liang nian duo lai, qi" hu lian wang xin neng yuan zhuan che" chu xing de fu wu fang shi yi de dao yue lai yue duo de da zhong ren ke, shi chang bu ju geng shi zhu bu kuo zhan. xiang guan shu ju xian shi, jin nian cao cao zhuan che yi jing zai quan guo 24 ge cheng shi shang xian ying yun, tou ru yue 2. 3 wan tai chun dian dong che, APP yong hu liang chao 1600 wan, mei tian ke yi man zu 35 wan ren de chu xing fu wu. ji zhe kan dao, shang qi de" xiang dao chu xing" dong feng de" dong feng chu xing" chang cheng de" ou la chu xing" ye shi yi xin neng yuan che wei zai ti, miao zhun cha yi hua shi chang, wei yong hu ti gong chu xing fu wu. yi" xiang dao chu xing" wei li, gai chan pin ding wei yu zhong gao duan ke hu qun ti, zhu da zhong gao duan yong che fu wu shi chang. ci wai, shang qi ji tuan zai fa bu" xiang dao chu xing" shi, duo ci ti ji wang yue che de hang ye tong dian. li ru, xiang dao chu xing suo you jia shi yuan jun xu jin xing 100 de shen du bei jing diao cha he xian xia ren zheng. xiang dao chu xing jiang tong guo xi tong hua de ji zhi, dui jia shi yuan jin xing shen zha pei xun yu kao he. tong shi, xiang dao chu xing suo you yun ying che liang yu zhuang de xiang dao zhi neng shi bie xi tong, shi shi dui yun ying huan jing jin xing shi pin cai ji, shi xian che nei zhuang kuang de qing chu pan bie yu ze ren ren ding. xiang dao chu xing hai wei si cheng shuang fang ti gong le yi jian SOS bao zhang, bing pei bei le 7x24 xiao shi zhuan ye ke fu tuan dui, she you SOS zhuan yong tong dao, sui shi wei si cheng shuang fang bao jia hu hang. che qi wan" yue che" wei mai che?" yi fang mian, mian dui wang yue che guang kuo shi chang, che qi ji ji bu ju wan shan chan ye lian, jiang huo qu xin de li run zeng zhang dian. cong ling yi fang mian kan, mian dui bu jing qi de qi che xiao shou xian zhuang, che qi she lie wang yue che ling yu jiang zeng jia chan pin de fen xiao qu dao." you shi chang ren shi biao shi, che qi wan" yue che", huo yi zai ti sheng zheng che xiao shou shu liang. shi shi shang, qi che shi chang zheng zai zao yu" han liu". ju zhong qi xie hang ye xin xi bu tong ji xin xi, jin nian qian 11 ge yue, guo nei qi che chan xiao fen bie wan cheng 2532. 5 wan liang he 2542 wan liang, chan xiao liang bi shang nian tong qi fen bie xia jiang 2. 6 he 1. 7, tong shi chan xiao liang zeng su ji xu hui luo. tong shi, zhong qi xie yu ji 2019 nian quan nian qi che xiao liang wei 2800 wan liang, jiang yu 2018 nian chi ping, zeng zhang lv wei 0! sui ran zhong qi xie dui 2019 nian che shi zheng ti qing kuang bing bu le guan, dan dui xin neng yuan qi che hai shi chong man xin xin. gai xie hui yu ce, 2019 nian wo guo xin neng yuan qi che xiao liang jiang da dao 160 wan liang, tong bi zeng zhang 33. ru ci lai kan, che qi jia ma jin ru wang yue che shi chang po you shen yi. dui yu" mai che" zhe jian shi, cong che qi wang yue che ping tai jie shao shang bu nan kan chu duan ni. shang qi" xiang dao chu xing" APP de guan fang jie shao xian shi, ping tai jiang cai yong" zi ying xin neng yuan che" ti gong fu wu. you shi chang ren shi ren wei, jiu mu qian qing kuang lai kan, che qi jin jun wang yue che shi chang bu jin you zhu yu chuan tong chang shang xiang xin neng yuan fang xiang zhuan xing, hai neng hua jie ge jia gong si bu duan zeng zhang de xin neng yuan qi che chan neng.

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