How To Stir Up The Trillions Of Freight Market?

The layout of the trip logic has finally extended to the freight industry.

On June 8th, APP launched the "freight business" on line and launched the "Kai Cheng call" campaign synchronously. The first batch of call cities were Hangzhou, Guangzhou, Beijing, Tianjin, Shenzhen, Zhengzhou, Chengdu, Nanjing, Shanghai and Chongqing, and users could choose cities to vote. In twenty-first Century, the economic news reporter noted that as at 6 o'clock in the evening of 8, Chengdu ranked first in the call list, followed by Hangzhou and Beijing.

This announcement is a trickle down to the freight market.

Behind the increase of freight forwarding is the support for the stable operation of the dripping main business. After the outbreak, the drip business resumed rapidly. "The daily orders for our four wheel services are more than 30 million orders. The figures for June are flat compared with the same period last year, and the number of two wheelers is over ten million." The founder of drip, Cheng Wei, said at the 8th Anniversary Birthday conference in June 6th.

Despite this achievement, the travel giant has limited influence on the existing freight market structure when it enters a larger trillions of freight market than the taxi market. It faces transportation challenges that are different from the logic of passenger transport, such as the main body, target customers, transportation capacity and source of goods.

Overweight freight

Dripping online freight business is not without warning. In fact, this has always been a part of the layout of dripping scenes.

In March this year, Didi announced the delivery service of driverless drivers in 21 cities such as Shanghai and Shenzhen. In mid April, two wholly owned subsidiaries of Beijing Xiaojie Technology Co., Ltd. (Tianjin fast orange Transportation Co., Ltd. and Beijing fast orange Transportation Technology Co., Ltd.) were established. In May 12th, DTI launched WeChat service number and began to recruit drivers in Hangzhou and Chengdu on 18.

Frankly speaking, the freight business has further enriched the dripping layout. In addition to the two major businesses of network and car, it has expanded bus, freight, bicycle rental, automobile services, financial industry and other businesses. Nowadays, Didi has become China's largest network taxi platform, driving agent, car rental platform, Internet refueling platform and Internet charging platform. "Drop is a one-stop travel platform that has more service than Uber and railway company." Cheng Wei said.

Trickle trips rely on mobile Internet technology to form a diversified travel service form. But will the introduction of freight scenes greatly contribute to the completion of the 0188 plan?

The "0188" plan is proposed in March this year for the next three years: 0 major safety incidents, the average daily orders exceed 100 million, the domestic travel penetration rate exceeds 8%, and the global service users MAU exceeds 800 million. If the plan is successfully completed, dripping is expected to return to the valuation level before the windmill event, and become the world's top 500 enterprises.

According to the late LatePost, according to the target of daily orders, the four wheels are 50 million single, two wheelers and internationalized 40 million and 1000 respectively. At present, however, the daily orders are not up to half of the plan, and the total domestic travel penetration rate is only 3%, MAU is 340 million.

"The center of gravity is in the four wheeled and two wheeled vehicles. The four wheeled vehicle refers to the net car business. The two wheeled vehicles share bicycles and share electric bicycles. Freight is a four wheeled vehicle, but there is no single freight target index. It should be said that the direct role of city freight to the completion of the 0188 plan is not great. Gu Dasong, executive director of the traffic law and development research center of Southeast University, told the twenty-first Century economic news reporter.

Catfish effect?

City freight is undoubtedly a huge blue ocean. It is not surprising that drops into the field.

According to Ai Rui's "2019 China Urban Freight Industry Research Report", the same city freight transport in the next 3-5 years is expected to maintain the growth rate of 5-7%, the scale of the 2020 market will exceed trillion. In terms of market segmentation structure, the C side business is small but stable, and the B terminal express delivery business is enjoying rapid growth by the electricity supplier express boom. The B terminal business has more than 90% stable share as the basic module of the city freight transport.

The possession of potential market share is also the expectation of developing city freight. Dripping freight open to the type of "small, middle, small flat, flat plate, 4.2 meters freight car", these are typical car models. The distribution market of the city has the characteristics of "regional, small batch and multi frequency". Therefore, C users and small B users are the main service providers.

But potential competition will also be fierce. From the perspective of the freight industry in the same city, although there has not yet been a "single dominant" situation, it has already had the layout of the forerunner, such as the Lala, the fast dog taxi, and the Czechoslovakia City, and has shown a steady market share.

"It is not a simple matter to enter the freight field from traditional passenger transport. After all, there are different logics between passenger transport and freight transport, and there are different characteristics of target customers, transport capacity and freight supply. Gu Dasong believes that "the impact of drops on the existing market structure will not be too great."

Gu Dasong also pointed out to the twenty-first Century economic report reporter that the competitive advantage of didi lies in the fact that there are many offline cooperation companies that can directly promote the transformation of some drivers. However, some drivers may be skeptical, because passenger transport is to deliver passengers to their destinations, but freight distribution is not only necessary to transport goods, but also to move goods. This change will make drivers uncomfortable.

However, Gu Tai song believes that there are also opportunities in related fields. "The transport department sets aside parking spaces for new energy trucks, such as new energy vehicles for urban delivery. It is a good opportunity to combine this kind of support policy for promoting new energy vehicles. Gu Dasong told the twenty-first Century economic news reporter.