Kunpeng Project
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Recently, a conference entitledSeminar on "Safety Development and Compliance Construction of Online Ride-hailing Aggregation Platforms".Held in Beijing. The conference attracted the participation of well-known figures from the capital market, legal circles, economics and other circles, and carried out keynote speeches and collective discussions on the safe development of online ride-hailing aggregation platforms.
Driven by supply and demand, the competitive landscape of the ride-hailing market has gradually changed. According to data from the Ministry of Transport, from January to October 2023, China's online car-hailing orders reached about 7.4 billion. At the same time, the proportion of aggregate online car-hailing platforms is also increasing. Since July 2022, when the Ministry of Transport announced the order volume of aggregated online ride-hailing platforms, the single volume of aggregated online ride-hailing platforms has accounted for more than 27%, and the peak proportion has reached 286%。Liu Yang, a consumer research expert, first shared the basic situation of the current online car-hailing market at the meeting.
At the seminar, Liu Yang gave an in-depth analysis of the reasons for the vigorous development of aggregation platforms in recent years. At the same time, whether it is an online car-hailing platform or an aggregation platform, whoever can make AI applications best meet the needs of users will be able to take the lead in the future competition.
The following is an excerpt from his speech at the seminar, which has been approved by me
Why are aggregation platforms so easy to aggregate?
Because Internet investment was still relatively popular before the epidemic, a large amount of money in the primary market was precipitated, and a lot of money was converted into cars. Liquidity in the primary market is shrinking. On the other hand, if you can't get in and out, you may become unfinished in the middle of the investment, and you have no way to do it, and you lack the path for the project to go up from round A and round B, and it is difficult to go up in the last round. Even if it is listed abroad, it is difficult to get money, and the funds do not go to this aspect, and now there are a large number of precipitated assets, which can only be realized through the aggregation platform. We can now see that in the field of tourism, a large number of tourism groups are currently acquiring other small and medium-sized enterprises, which is the case, in fact, the investment in the primary market is the finishing work.
In the future, the factors that will affect whether the online car-hailing platform can develop better and benignly will be aggregated. The first is the degree of integration with the traffic entrance: such as restaurants, social, events, and so onThere is also the relationship between people and events, and the relationship between people: the relationship between people and people mainly occurs in WeChat, or whether the enterprise WeChat or Feishu used by enterprises can enter. People and events, either tourism, or activities in the city, or eating, socializing, these platforms determine whether the aggregation platform has made great progress in the future.
There is another special factor, and that is AI. Whether it is an online ride-hailing platform or an aggregation platform, whoever can best meet the needs of users with AI applications will be able to take the lead in the future competition. At present, aggregators are inferior to centralized platforms because of their limited integration capabilities. But it is not excluded that there is a very powerful platform that can play everyone's label very well, and there is an opportunity to overtake in corners.
We must note that the demand for a taxi is never about me going to take a taxi, but about what I do, which is essentially a bit of a 2b service. For example, I go to Dianping, I want to eat, or I make an appointment with a friend on WeChat to go to a place to eat. Now chatgpt can develop into what restaurant I want to book, and at the same time help me book the car. So it is very important that this car is booked on Didi, or on AutoNavi, or on T3. It may not be the customer's choice, in fact, I don't care what brand provides me with the car, what I care about is that the car symbol does not meet my needs. We might as well imagine that the services of the taxi platform behind are all backwards, and they will become 2B services, and they will receive services on the artificial intelligence interface, which is very possible.
For the current aggregation platform, it is more of a center for information interaction. In my opinion, the docking traffic ingress itself is not decisive. However, looking at the future development trend, that is, whether it can do a good job in AI+, at this time, the construction of the information center platform will be very important, and it depends on whether the aggregation platform can invest resources in a forward-looking manner. At present, the aggregation platform is more of an information interaction center, and does not have the ability to integrate, and there are too many companies that need to be mobilized, which is also a challenge for the aggregation platform.