{"config":{"moduleinfo":{"javascripts_count":[{"count_phone":0,"count":0}],"styles_count":[{"count_phone":0,"count":0}],"htmls_count":[{"count_phone":2,"count":2}]},"htmls":[],"styles":[{"text":".aliyun-topbar .aliyun-topbar-header .aliyun-topbar-element.sub-logo .sub-logo-link .sub-logo-image{height:22px !important;}"},{"text":".aliyun-topbar .aliyun-topbar-header .aliyun-topbar-element.sub-logo .sub-logo-link.pointer{display: flex;align-items:center;}"},{"text":".aliyun-topbar .aliyun-topbar-header .aliyun-topbar-element.aliyun-language{display:none !important;}"},{"text":".aliyun-topbar {box-shadow: none !important;}"}],"javascripts":[{"text":"function isDingTalkFn() { var ua = navigator.userAgent.toLowerCase(); var isIn = /dingtalk/gi.test(ua); if (isIn) { var style = document.createElement(\"style\"); style.innerText = ` @media (max-width: 768px) { .aliyun-module.wb-aliyun-developer-h5-nav { display: none!important; } .aliyun-module[data-module-name=\"@ali/hmod-ace-homepage-2020-hmod-footer\"] { display: none; } } `; document.head.appendChild(style); } }; isDingTalkFn();"}],"countinfo":{"htmls":{"length_pc":0,"length":0}},"header":"activity","logo":"https://img.alicdn.com/tfs/TB1KR.SwYr1gK0jSZFDXXb9yVXa-160-40.png","logoLink":"https://chuangke.aliyun.com/"},"settings":{"uuid":"NOUUID"}}
中国站
联系我们
ICP备案控制台登录/注册
{"config":{"moduleinfo":{"question":"","rightTitle":"个人中心","menu_count":[{"count_phone":8,"count":8}],"article":"","rightMenu_count":[{"count_phone":3,"count":3}]},"menu":[{"menuTitle":"出发吧创业者","menuLink":"https://startup.aliyun.com/special/gostartup"},{"ismoreList":false,"menuTitle":"首页","menuLink":"//chuangke.aliyun.com"},{"menuTitle":"资讯","ismoreList":false,"menuTag":"","menuLink":"//chuangke.aliyun.com/info/","submenu":[]},{"menuTitle":"融资","menuLink":"","ismoreList":true,"menuTag":"","submenu":[{"submenuTitle":"","submenuLink":"","morsubemenu":[{"morsubemenuTitle":"投BP","morsubemenuLink":"//chuangke.aliyun.com/company/"},{"morsubemenuTitle":"源码资本","morsubemenuLink":"https://chuangke.aliyun.com/financing/sourcecodecap"},{"morsubemenuLink":"https://chuangke.aliyun.com/financing/gaorongvc","morsubemenuTitle":"高榕资本"},{"morsubemenuLink":"https://chuangke.aliyun.com/financing/brv","morsubemenuTitle":"蓝驰创投"},{"morsubemenuLink":"https://chuangke.aliyun.com/financing/ebvc","morsubemenuTitle":"钟鼎创投"},{"morsubemenuTitle":"元璟创投","morsubemenuLink":"https://chuangke.aliyun.com/financing/visionpluscapital"},{"morsubemenuTitle":"靖亚资本","morsubemenuLink":"https://chuangke.aliyun.com/financing/emventures"},{"morsubemenuTitle":"清流资本","morsubemenuLink":"https://chuangke.aliyun.com/financing/crystalstreamcap"}],"moresubmenuTitle":"找融资"},{"submenuTitle":"","submenuLink":"","morsubemenu":[{"morsubemenuTitle":"专精特新直通北交所","morsubemenuLink":"https://chuangke.aliyun.com/startup-program/zjtx"},{"morsubemenuTitle":"线下园区入驻","morsubemenuLink":"//chuangke.aliyun.com/city"},{"morsubemenuTitle":"赛道明星班","morsubemenuLink":"//chuangke.aliyun.com/star"},{"morsubemenuTitle":"赛道训练营","morsubemenuLink":"//chuangke.aliyun.com/demoday"}],"moresubmenuTitle":"加速与孵化"}]},{"ismoreList":true,"submenu":[{"submenuTitle":"","submenuLink":"","morsubemenu":[{"morsubemenuLink":"https://chuangke.aliyun.com/special/newstartups","morsubemenuTitle":"项目求报道"},{"morsubemenuTitle":"大企业创新场景对接","morsubemenuLink":"https://chuangke.aliyun.com/openinnovation"},{"morsubemenuTitle":"IoT框架技术内测","morsubemenuLink":"https://chuangke.aliyun.com/waft"},{"morsubemenuTitle":"阿里生态资源对接","morsubemenuLink":"//chuangke.aliyun.com/markets/aliyun/surpportive"},{"morsubemenuTitle":"深圳千万上云补贴扶持","morsubemenuLink":"//chuangke.aliyun.com/szwqsy/"}],"moresubmenuTitle":"资源对接"},{"submenuTitle":"","submenuLink":"","morsubemenu":[{"morsubemenuTitle":"创业大赛","morsubemenuLink":"//chuangke.aliyun.com/event"},{"morsubemenuTitle":"88帮帮节","morsubemenuLink":"//chuangke.aliyun.com/special/88"},{"morsubemenuTitle":"创业节","morsubemenuLink":"https://chuangke.aliyun.com/chuangyejie/1111/2021"},{"morsubemenuTitle":"创峰会","morsubemenuLink":"//chuangke.aliyun.com/chuangfenghui"},{"morsubemenuTitle":"云栖TechDay","morsubemenuLink":"//chuangke.aliyun.com/techday"}],"moresubmenuTitle":"热门活动"}],"menuTitle":"资源与活动","menuLink":""},{"menuTitle":"城市站","menuLink":"","ismoreList":false,"submenu":[{"submenuLink":"https://startup.aliyun.com/city/nb/","submenuTitle":"宁波海曙站"},{"submenuLink":"//startup.aliyun.com/city/vanke-wanchuang/portal","submenuTitle":"万创科技城站"},{"submenuTitle":"聊城城市站","submenuLink":"//startup.aliyun.com/city/lc/portal/"},{"submenuTitle":"太原城市站","submenuLink":"//startup.aliyun.com/city/ty/portal"},{"submenuLink":"//startup.aliyun.com/city/xt/","submenuTitle":"湘潭城市站"},{"submenuLink":"//startup.aliyun.com/city/zz/","submenuTitle":"郑州城市站"},{"submenuTitle":"岳阳城市站","submenuLink":"//startup.aliyun.com/city/yy/"},{"submenuTitle":"上海金桥站","submenuLink":"https://startup.aliyun.com/city/sh/"},{"submenuTitle":"成都","submenuLink":"https://startup.aliyun.com/city/cd/"},{"submenuTitle":"镇江","submenuLink":"https://startup.aliyun.com/city/zj/"}]},{"menuTitle":"活动中心","menuLink":"//startup.aliyun.com/event","menuTag":"","submenu":[],"ismoreList":false},{"menuTitle":"创业白皮书","menuTag":"","menuLink":"https://chuangke.aliyun.com/special/ebook"},{"menuTitle":"更多服务","menuLink":"","ismoreList":false,"submenu":[{"submenuTitle":"政策指南平台","submenuLink":"https://sme.aliyun.com/policy/"},{"submenuTitle":"创业直播间","submenuLink":"//chuangke.aliyun.com/live/"},{"submenuLink":"//market.aliyun.com/shuangchuang","submenuTitle":"创业服务市场"},{"submenuTitle":"人才招聘","submenuLink":"//edu.aliyun.com/recruit"},{"submenuTitle":"云栖大会科技专场","submenuLink":"https://chuangke.aliyun.com/special/yunqi/2021/live"}]},{"menuTitle":"直播间","menuLink":"https://chuangke.aliyun.com/live/","submenu":[{"submenuTitle":"云谷创新谈","submenuLink":"https://chuangke.aliyun.com/live/room/4"},{"submenuTitle":"星云计划公开课","submenuLink":"https://chuangke.aliyun.com/live/room/2"},{"submenuTitle":"一汽奔腾“智“”悦”座舱云上对接会","submenuLink":"https://chuangke.aliyun.com/live/video/250792"},{"submenuLink":"https://chuangke.aliyun.com/live/video/250721","submenuTitle":"钉钉专场:钉钉PaaS开放及生态策略"}]},{"menuTitle":"中小企业服务平台","menuLink":"https://sme.aliyun.com/"},{"menuLink":"https://chuangke.aliyun.com/brand/duoguan/","menuTitle":"品牌馆","submenu":[{"submenuTitle":"IT桔子","submenuLink":"https://startup.aliyun.com/brand/itjuzi/"},{"submenuTitle":"夺冠","submenuLink":"https://chuangke.aliyun.com/brand/duoguan/"},{"submenuTitle":"蓝驰创投","submenuLink":"https://chuangke.aliyun.com/financing/brv"},{"submenuTitle":"高榕资本","submenuLink":"https://chuangke.aliyun.com/financing/gaorongvc"},{"submenuTitle":"元璟资本","submenuLink":"https://chuangke.aliyun.com/financing/visionpluscapital/"},{"submenuTitle":"源码资本","submenuLink":"https://chuangke.aliyun.com/financing/sourcecodecap/"}]},{}],"rightMenu":[{"menuTitle":"我的项目","menuLink":"//chuangke.aliyun.com/project/my"}],"countinfo":{"menu":{"length_pc":0,"length":0},"rightMenu":{"length_pc":0,"length":0}},"publicity":{"img":"","link":""}},"settings":{"uuid":"NOUUID"}}
{"config":{"moduleinfo":{"searchLink":"//m.aliyun.com/product/search","channels_count":[{"count_phone":12,"count":12}],"searchText":"ecs","noAppDownload":true,"logo":"//gw.alicdn.com/tps/TB11eICOFXXXXaLapXXXXXXXXXX-130-39.png"},"channels":[{"spmId":"0","maxShowNum":"6","isOpenSubChannel":false,"link":"//chuangke.aliyun.com/","title":"首页"},{"spmId":"0","maxShowNum":"6","isOpenSubChannel":false,"link":"//chuangke.aliyun.com/info/","title":"创业资讯"},{"link":"","title":"找融资","subChannels":[{"title":"投BP","link":"//chuangke.aliyun.com/company/"},{"title":"云融资","link":"//chuangke.aliyun.com/product/financing"}],"isOpenSubChannel":true},{"spmId":"0","channelStr":"频道描述","maxShowNum":"6","isOpenSubChannel":false,"link":"","title":"孵化与加速","subChannels":[{"title":"线下园区入驻","link":"//chuangke.aliyun.com/city"},{"spmId":"0","tce_rule_count":"1","link":"//chuangke.aliyun.com/star","title":"AI赛道明星班"},{"spmId":"0","tce_rule_count":"1","link":"//chuangke.aliyun.com/demoday","title":"赛道训练营"}]},{"spmId":"0","maxShowNum":"0","isOpenSubChannel":false,"title":"资源对接","subChannels":[{"title":"大企业创新场景对接","link":"https://chuangke.aliyun.com/openinnovation"},{"link":"//chuangke.aliyun.com/markets/aliyun/surpportive","title":"阿里生态资源对接"},{"link":"//chuangke.aliyun.com/szwqsy/","title":"深圳千万上云补贴"}],"link":""},{"link":"","title":"走进城市站","isOpenSubChannel":false,"subChannels":[{"link":"https://chuangke.aliyun.com/city/vanke-wanchuang/portal","title":"万创科技城"},{"link":"https://chuangke.aliyun.com/city/lc/portal/","title":"聊城城市站"},{"link":"https://chuangke.aliyun.com/city/ty/portal","title":"太原城市站"},{"title":"湘潭城市站","link":"https://chuangke.aliyun.com/city/xt/portal"},{"title":"郑州城市站","link":"https://chuangke.aliyun.com/city/zz/portal"},{"title":"岳阳城市站","link":"//chuangke.aliyun.com/city/yy/"},{"title":"上海金桥站","link":"https://chuangke.aliyun.com/city/sh/"}]},{"spmId":"0","maxShowNum":"6","isOpenSubChannel":false,"link":"","title":"热门活动","subChannels":[{"title":"创业大赛","link":"//chuangke.aliyun.com/event"},{"title":"88帮帮节","link":"//chuangke.aliyun.com/special/88"},{"title":"创业节","link":"https://chuangke.aliyun.com/special/chuangyejie/spring2021"},{"title":"创峰会","link":"//chuangke.aliyun.com/chuangfenghui"},{"link":"//chuangke.aliyun.com/techday/","title":"云栖Techday"}]},{"link":"","title":"更多","isOpenSubChannel":false,"subChannels":[{"title":"求报道","link":"https://chuangke.aliyun.com/resource/apply/8/140#/"},{"title":"创业直播间","link":"//chuangke.aliyun.com/live/"},{"link":"//market.aliyun.com/shuangchuang","title":"创业服务市场"},{"title":"人才招聘","link":"//edu.aliyun.com/recruit"}]}],"countinfo":{"channels":{"length_pc":0,"length":0}}},"settings":{"uuid":"NOUUID","recommend":{"visibleMode":"default"},"anchor":{"visibleMode":"all"},"pc":{"background":"","horizontal":"默认","verticalNumber":0,"marginTop":"","marginBottom":"","contentBackground":"","paddingHoz":"","paddingTop":"","paddingBottom":"","backgroundImage":"","autoHeight":false},"h5":{"background":"","horizontal":"默认","verticalNumber":0,"marginTop":"","marginBottom":"","contentBackground":"","paddingHoz":"","paddingTop":"","paddingBottom":"","backgroundImage":"","autoHeight":false}}}
{"config":{"adConfig":{"target":"_blank","pcImg":"","h5Img":"","icon":"","mode":"all","extraList":[],"linkList":[],"href":""},"windowSet":{"open":true,"dataList":[{"list":[{"url":"https://chuangke.aliyun.com/special/newstartups","text":"求报道"},{"url":"https://chuangke.aliyun.com/company/","text":"找融资"}]},{"list":[{"text":"创企榜","url":"https://chuangke.aliyun.com/special/startup"}],"bgi":"https://img.alicdn.com/imgextra/i3/O1CN01vevPS31ofSq4izkDg_!!6000000005252-2-tps-84-232.png","color":"#fff"}]}},"settings":{"recommend":{"visibleMode":"default"},"anchor":{"visibleMode":"all"},"pc":{"background":"","horizontal":"默认","verticalNumber":0,"marginTop":"0","marginBottom":"0","contentBackground":"","paddingHoz":"0","paddingTop":"0","paddingBottom":"0","backgroundImage":"","autoHeight":false},"h5":{"background":"","horizontal":"默认","verticalNumber":0,"marginTop":"0","marginBottom":"0","contentBackground":"","paddingHoz":"0","paddingTop":"0","paddingBottom":"0","backgroundImage":"","autoHeight":false}}}
扫码加钉群 十万创业者 与你为伴

滴滴用一年半的下架,证明网约车市场已成“

滴滴回归,但似乎没有想象中的热情和掌声。

滴滴回归,但似乎没有想象中的热情和掌声。

早在年前,@滴滴出行官方微博宣布,经报网络安全审查办公室同意,即日起恢复“滴滴出行”的新用户注册,并表示“一年多来,我公司认真配合国家网络安全审查,严肃对待审查中发现的安全问题,进行了全面整改”。时隔一年多,滴滴漫长的冰封时期终于正式结束。

然而无论是普通用户还是司机,对滴滴回归的反响不大。一位滴滴司机表示,“滴滴恢复新用户注册,没什么影响。我们日常也就拉活而已,不太关心滴滴公司的动态,什么新用户注册、APP上架什么的。”而在用户端,可能是滴滴回归过于低调,很多用户甚至不知道滴滴现在可以重新注册。

多年前,网约车的补贴大战,各方针锋相对、热闹不已,如今巨头回归,也没能搅动网约车这潭“水”。

“躺平”的滴滴,没有对手

2021年7月4日,国家网信办依据《网络安全法》相关规定,通知应用商店下架“滴滴出行”App,滴滴随后回应,滴滴出行App将严格按照要求下架整改。

滴滴出行一下架,原本对网约车市场虎视眈眈又苦于滴滴一家独大的巨头们,瞬间看到了希望。

在这之后的半年内,阿里一面借助高德地图这一流量入口,扩充打车业务,另一面又加大在哈啰出行身上的砝码,美团则上线单独的App,到处扩招司机,誓要分一杯羹;与此同时,曹操出行T3出行等第二梯队的竞争者动作更是频繁,趁机融资扩张。

起初,滴滴的数据下滑,让这些围剿者吃到了不小的甜头。根据易观数据,2020年5月,滴滴以大约5439万的活跃用户数高居第一,首汽约车、曹操出行、享道出行、T3出行等其他平台总计还不到630万人。但到了2021年第三季度,极光大数据报告显示,曹操出行月活用户上升为1101.5万,T3出行为986.7万,与2021年一季度相比,增长均接近一倍。

除此之外,高德依靠聚合模式和免抽佣,订单量在400-500万徘徊,可以说是滴滴出行被下架后的最大受益者。

然而长达一年半的“冰封”期,巨头及其他网约车平台攻城掠地的战果似乎并不算丰厚。

2022年初,高德打车设定全年目标为日单量保800万争1000万,力争市场占有率超过30%,T3和曹操的计划则是拿下20%市场份额,按照他们的计划,滴滴估计所剩的市场份额仅为30%左右。可事实却打了脸,从目前交通部的数据来看,滴滴下架之前其网约车订单量市占率大约是在90%左右,下架之后大概十个月之内从90%掉到了80-81%之间,2022年的市占率基本稳定在了80%这个水准上。

其中一部分原因在于滴滴出行小程序承接了不少滴滴出行APP的流量和订单;根据易观千帆数据显示,滴滴出行小程序的活跃人数从2021年8月的1.2968亿增长到2022年10月的1.4309亿,尤其是自6月起,活跃人数相对稳定。

更主要的是,曹操出行、T3出行、阳光出行等网约车参与者的数据增长,更多的来源于高德、百度等聚合平台,而非自身独立APP。以T3出行为例,据一位司机透露,纵使其所在的城市是T3出行的“大本营”之一,可来自T3 App的订单只占所接订单的一半,另一半来自高德。

也就是说,滴滴和其他平台在流量层面依然存在着量级差距,如今滴滴重新上架,这种差距更难弥补。而且“寄生”在聚合平台上,注定曹操出行等平台的用户粘性不高,缺少用户沉淀。

当然,更本质地,网约车市场的饱和和停滞,让曹操出行们掀不起多大浪。

网约车已是一潭“死水”?

早在2016年左右,投资人撒出真金白银45亿美元,滴滴的估值达到了400亿美元。对比同时期的美团和今日头条,这个数字俨然透露出资本对我国网约车市场的高度看好,但是时至今日,没曾想最先触及天花板的也是网约车。

前段时间,交通运输部公布了12月份网约车行业运行基本情况数据,截止12月31日,在网约车驾驶员数量上,全国共有509万人取得了网约车驾驶证,环比11月增长了1.6%;在网约车订单量上,12月监管系统共计收到订单信息5.04亿单,环比11月下降0.8%。虽然今年没有了疫情的影响,可用户和订单增长缓慢的趋势依旧会持续。

这也是为什么滴滴出行被下架后,网约车市场看似热闹、实则虚火的原因。

据一位T3专车司机所述,他一开始先跑的美团,因为名气大,但发现订单少,后来看到T3出行的专车,经过咨询,算下来差不多一个小时50元的收入。可慢慢地,他发现无论签几个平台都差不多,也就开那么几单,按流水算。

其实,曹操出行、T3 出行等垂直网约车依赖聚合平台生存,而聚合平台成为滴滴下架后最大的受益者,这本身就是网约车市场触及行业天花板的一个结果。因为网约车市场的流量接近枯竭,高德、百度、腾讯等聚合平台,占据着除滴滴外最大的流量入口,曹操出行等平台只能寄生于此,不然,仅靠自身独立的入口根本无法获得更多的流量。

从苹果App Store下载量来看,高德地图2351万次、百度地图330万次,而曹操、T3 等二线平台仅有十几万,如祺等玩家更是只有几千。

时至今日,以一二线城市为主的各个战区均已饱和,不再具备增长空间,与之相对的下沉市场却迟迟渗透不下去,这也是如今网约车市场发展停滞、止步不前的一个缘由。

根据北京研精毕智信息咨询的市场数据显示,2020年我国网约车市场订单量达62亿左右,同比增长10.2%,中心城市订单量为31亿单,占比50%左右。到2021年,全年国内网约车市场订单量增长至83亿,同比增长33.9%,其中中心城市订单量达到47亿单左右,占网约车市场订单总量的56.6%。

从50%到56.6%,中心城市的占比提升,说明下沉市场的占比反而在减少,这可能和滴滴出行的下架有关,但也侧面证实了其他玩家对下沉市场的无措,他们既不能真正抢夺滴滴的市场,更难以取代根深蒂固的出租车产业。

有些司机已经重新回流到滴滴,他们称,“相比其他平台,滴滴更好用,系统定位精准,算法也更厉害,不过现在打车平台多,我只能多平台接单。”

跳不出的“西西弗斯困局”

虽然百度、高德等聚合平台通过把其他玩家拉入伙,弥补了运力上的不足,成功收割滴滴的市场份额,可对比这个网约车市场上的“王者”,聚合型玩家的体量目前还是太小。更何况,滴滴本身也是个聚合型平台,去年7月,甚至连曹操出行也选择接入滴滴特惠和花小猪。

而根据交通部最新发布的数据,2022年12月聚合平台订单量已达到1.31亿单,按订单合规率由高到低的分别是滴滴出行、美团打车、高德打车、携程用车、花小猪出行、百度打车、腾讯出行,排名第一的仍然是滴滴。

可这未尝不是滴滴的悲哀,从确立自己在市场的绝对地位后,滴滴就像是陷入了“西西弗斯困局”,在其将“石头”推向山顶时,“石头”在山顶的不稳定状态注定了它会向下滚落。

滴滴的不稳定,一方面表现在在整个网约车市场上,滴滴一家独大,甚至找不到一个可以称得上是对手的企业,这让该行业所承担的监管风险自然全都聚焦到滴滴身上;对比同时期的巨头,外卖行业除了美团还有饿了么,短视频领域除了抖音还有快手,唯有滴滴,把对手吞并后再无有力的竞争者。

即使现在滴滴重新恢复新用户注册,并不意味着它头上的审查和监管压力消失。

去年7月,网络安全审查相关行政处罚决定出炉,对滴滴处人民币80.26亿元罚款,而直至最近,滴滴才正式恢复新用户注册,这中间隔了将近半年。摆在它面前的,还有上市问题,半年来滴滴赴港上市屡有波折,可未有进展。

另一方面,业务的单一性,让滴滴在日益饱和的网约车市场上越发没有想象力,同时也成为了滴滴与其他互联网巨头相互较量的最大掣肘;

这个问题在去年已经暴露得尤为明显。受疫情影响,去年网约车市场一片惨淡,据网约车监管信息交互系统统计,12月,网约车监管信息交互系统共收到订单信息5.04亿单,环比下降0.8%,而12个月份中,其中一半时间中网约车监管信息交互系统收到的订单信息呈环比负增长状态。

相对应地,我们看到,滴滴2022年每月的订单量整体出现了下滑,1月-4月,下滑最快,5月-8月的订单量虽然逐步回升,可是很快便回落。滴滴依赖的是订单抽佣,其去年的业绩可想而知,因此,急于上市的它估计又将面临一份难看的财报。

追根究底,当其他互联网巨头依附自身核心业务逐渐将商业链条延伸到其他领域并打通,重新构建起新的业务生态,滴滴却一直没有找到符合其自身的、达成闭环的商业逻辑。

犹如西西弗斯困局,总是徒劳无功。

而这不仅困住了滴滴,也困住了所有网约车市场的玩家。