· Emerging market conflicts frequently P2P car rental policy

After all, the coming is coming. On April 30th, the news of “Guangzhou City Administration of Industry and Commerce, the Transportation Committee, and the Public Security Joint Action against Uber Guangzhou Branch suspected of organizing black cars for illegal business operations” was officially confirmed by the Guangzhou Municipal Communications Commission. The Industrial and Commercial Bureau said that Uber Guangzhou Branch was suspected. "Unlicensed business." Once such behaviors are emulated by other cities, the policy dilemma faced by APP Uber, the originator of P2P car rental, is probably just the beginning of the winter of the entire P2P car rental policy.
Some media outlets for Uber was stopped by Guangzhou, and an editorial entitled "Standing with Uber and actively embracing technological innovation" was published. From the point of view of the article, Uber is in the P2P car rental industry, the technical threshold is very low, and the competition is chaotic. P2P car rental companies are more of a platform property, one for two, connecting car owners and car owners. And this platform is the mobile app. Uber's official propaganda of its own space algorithm was established by rocket engineers, mathematicians and other groups of engineers who sounded "high on the". In fact, this is not a high-tech, and the emergence of dozens of taxi software can explain this problem.
Because it is not high-tech, this makes price wars and commercial wars the most important gameplay. For example, the “billion-subsidy war” between fast taxis and taxis, and Uber, for example, let their employees go empty on Lyft, and Lyft recently reduced the fare to zero, directly targeting the weakness of Uber's 20% commission. .
In fact, the greatest value of Ubers comes from the integration and reuse of social idle resources, which is also known as the “sharing economy”. In fact, the essence of the Internet is resource integration and sharing of the economy. For example, Baidu is the integration of information resources, Alibaba is the integration of consumer resources, Tencent has more integration of entertainment resources, and resource integration itself has no problems, but what "resources" are integrated. , but there are legal boundaries.
The Ubers integrated the “idle private car” resources, which led to discussions in the industry about whether Ubers are “black cars”. The P2P model is yet to be clearly defined by the policy, and this uncertainty is itself the biggest risk. It not only touched the interests of taxi drivers, but also somewhat spurred the vested interests of taxi companies.
On the one hand, several central cities in Europe held protests against Uber's P2P rental car app. London taxi drivers in the form of rally, French taxi drivers blocked the road, and Madrid taxi drivers went on strike for 24 hours. "Legality" is becoming the biggest issue facing Uber in its five years of existence. Germany became the first country to ban Uber nationwide. Uber has also been banned in many US states and many European cities.
This situation has almost broken the consensus that we do not want to believe - even in developed capitalist countries, the P2P car rental model is not much better than domestic.
On August 12, 2014, the Transportation Committee of the Beijing Municipal Transportation Commission issued the “Notice on Prohibiting Car Rental Enterprises from Facilitating Illegal Operation” to strictly define rental cars and private cars. Analysts said that if the mobile Internet technology provider purchases the vehicle itself or places the private car under its own name for car rental, it belongs to the car rental industry, which should comply with local regulations and local regulations; if the mobile internet technology provider If you purchase a vehicle yourself or place a private car under your own name, including driving services, you belong to the taxi industry, and you should obtain an administrative license. It is illegal to operate without permission.
For example, the rapid development of fast taxis and taxis have faced the crisis of mandatory policy suspension. The official even introduced “100 meters” to replace these two softwares. This shows the sensitivity of the Chinese taxi industry. To put it another way, Uber's ultimate development goal is that Uber offers more private cars than local taxis in cities where Uber is stationed. I believe that many domestic P2P car rental companies also have similar development visions. However, with the rapid development of P2P rental cars in China, once the vested interests of the taxi industry are further threatened, there is no doubt that P2P rental cars will face a crisis of suspension.
Uber's experience is only the beginning of the overall P2P car rental industry policy dilemma, but in essence, this is the confrontation and conflict between the old policy thinking shackles and emerging market opportunities.
Ubers are the inheritors and extenders of Internet thinking, creating new consumer hotspots and amazing market valuations. Taking Uber as an example in P2P mode, Uber's profit model is to charge 20% of the cost of each car rental. In six years, Uber, with only one mobile client, a group of IT engineers and a bunch of agreements with drivers, created the highest-value startup in Silicon Valley. In July 2013, Uber received a $268 million Series C financing from Google Venture Capital and private equity Texas Pacific Group (TPG). In June 2014, Uber completed a round of financing of $1.4 billion, with an estimated value of $18.2 billion.
Another miracle was born in China on the other side of the ocean. The fast taxis supported by Alibaba and the Didi taxis supported by Tencent have entered the stage of negotiation. However, the final merger plan has not yet been finalized, and the final merger plan needs to be supported by their major shareholders. If the two companies really merge to create a dominant new company, the new company is valued at about $6 billion.
In March of this year, Premier Li Keqiang pointed out in the government work report that "to comprehensively promote the integration of the "three networks", accelerate the construction of optical fiber networks, significantly increase the speed of broadband networks, develop logistics express, and use the Internet as a carrier to promote online and offline interaction. Consumption is booming."
Ubers are undoubtedly a typical sample of "Internet as the carrier, the emerging consumption of online and offline interactions". Therefore, Ubers can not only comply with the current economic reform ideas, but also break through the current economic reforms. The shackles of old thinking can make "Internet thinking" better take root in China and support China's economic reform and transformation from the perspective of guiding ideology.
Of course, there is rice, water is there, and the pot is there, just waiting for the policy to be a fire.

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