[Important News] Cheng Wei: Unicorn looking for the next air outlet

Author: Zhang Jie

In the 40 years of reform and opening up, China's urbanization has also accelerated. At the same time as the construction of high-rise buildings, traffic has become more and more difficult in big cities, although intercity express, subway, airplane, high-speed rail, and even private cars. Has entered the homes of ordinary people, but the difficulty of taxis, travel difficulties still plagued the residents of each city.

Faced with the huge potential of China's auto industry's scale, output and market expansion, the travel industry is entering a critical period of transformation and upgrading in history. With the emergence of new models and new ideas in the Internet + and auto industries, the subversive big travel revolution It has come quietly.

As the first one-stop travel platform to build taxis, special cars, express trains, shuttles, drivers and buses, its founder, Cheng Wei, seems to be building a leading and transforming user modernization. Travel mode.

Open a new era of smart travel

In 2012, when the era of smartphones arrived, Cheng Wei seemed to see opportunities. “Mobile Internet makes travel better!” This was the original idea when Cheng Wei left Alibaba at that time. In the same year, Cheng Wei and Wu Rui and Li Xiang started a business together and established Beijing Xiaoju Technology Co., Ltd.

After 3 months of preparation and promotion by the driver, on September 9, 2012, the Didi taxi software APP was officially launched. In December 2012, the official opening of the reservation function, passengers can make appointments for tomorrow and the day after tomorrow.

Unexpectedly, this move made Cheng Wei's original dream come true. According to the reporter's understanding, the drip taxi has achieved a high-precision match between the driver and the passenger, thus improving the efficiency of taxi operation and reducing the vacancy rate. Therefore, this is the key factor for the success of the first step of the drip taxi.

In the following two years, Didi taxis achieved extraordinary development. The team quickly broke through thousands of people from the beginning, from a small company that was unknown to the industry as a leader in the industry, and became a newcomer in the field of China's mobile Internet, in the traditional BAT Beyond the Big Three, the Internet has become a new variable that affects the development of the industry.

According to the market data of the initial two years of establishment, Drip taxis have covered 300 cities, with an average daily order of 5.22 million. In Beijing, for example, 100,000 taxi drivers have more than 70,000 people installing DDT taxis. Software, nearly 50,000 of the 67,000 taxis installed software for drip taxis.

According to the data released by the third party, "After May 2014 Taxi Software Market Analysis Report", the market share of Drip Punch has reached 68.1%, ranking first in the market. It is precisely because of this that the industry has seen a situation where Didi travel and fast duopoly coexist.

With the continuous entry of capital, the DDT taxi team has grown rapidly, and the market has continued to expand. Subsequently, Drip and Quick provoked a marketing subsidy war that lasted for 77 days, which laid the foundation for the users of Didi taxis to break through 100 million and lead the industry and become the “new variable” in the mobile Internet O2O industry chain.

According to the data at the time of the drip taxi, 85% of the users in the order will use WeChat to pay when the drip taxi provides 12 yuan subsidy, and when there is no subsidy, 75% of the users will use WeChat to pay the fare.

Perhaps it is the advantage of every step of the strategy of Didi's travel. In the end, Didi's travel in the 2015 Valentine's Day was a strategic merger to merge the biggest competitors in China at that time, and more than a year later, Didi traveled again. In the same way, Uber will be acquired. So far, from the perspective of shares, Didi is the single largest shareholder, and from the list of investors on both sides, Didi has become the only company jointly invested by Tencent, Alibaba and Baidu (BAT).

Since then, Didi Travel has successively launched future plans for special vehicles, business rentals and bicycles. According to Cheng Wei's idea, in addition to the taxi software for the taxi industry and the drip car for the business car rental industry, Didi will also be involved in carpooling business and even custom bus. Didi is building its own three-dimensional intelligent transportation travel ecosystem in a step-by-step manner.

The next vent?

Although Didi is currently the largest unicorn in the domestic travel industry, Cheng Wei has his own ideas for the future.

As new energy vehicles heat up, companies are beginning to lay out new energy vehicle industry chains. Both traditional automobile manufacturers and new vehicle forces are moving closer to new energy vehicles. In November last year, Cheng Wei revealed that Didi established a global new energy auto service company, which will be charging the small-scale products in December this year, and support the construction of new energy vehicle supporting facilities such as charging and replacing system, electricity storage and battery recycling. Serve the new energy automobile industry.

Cheng Wei also shared the new energy development path of Didi, and promoted the popularization of new energy vehicles around the world by building a new energy vehicle service system for the future, helping energy green low carbon transformation and sustainable development. In the later promotion and popularization, Didi Travel will also spare no effort. Cheng Wei publicly revealed that there are about 260,000 vehicles on the Drip Platform that are new energy vehicles. Before 2020, they will be the first to promote more than 1 million new energy vehicles on the Drip Platform.

In addition, Cheng Wei also said that Didi will next focus on the time-sharing field, in order to solve the problem of time-based rental parking, experience, etc., Didi will invest no less than 1 billion yuan.

The reporter also learned that Didi will test the water take-out business in the future, and the take-out giants’ group comments have already started to take a taxi business. The two also chose Nanjing as the first stop. Previously, in the face of reporters asking whether he would do a take-out business, Cheng Wei once said that “everything is possible” and now “may” has become a reality.

In fact, in the past five years, Didi has promoted the onlineization of a series of vehicles such as taxis, net-cars, rides, car rentals, driving, and public transportation, and began to build a unified artificial intelligence engine for transportation. Dispatching, improving efficiency, and traveling hundreds of millions of users every month, the transportation Internet has been formed.

It is worth mentioning that Cheng Wei also put forward the concept of “triple play”, that is, the integration of information, transportation and energy is an important measure to promote sustainable urban development, and it is also one of the biggest trends and changes in the future.

The global energy Internet connection will further promote the emergence of a new global pattern of energy and industry, more environmentally friendly and sustainable development, "like the Internet, connecting the world and changing the world." Cheng Wei said.

In the past year, Didi continued to carry out smart transportation cooperation practice in various cities. By the end of 2017, Didi optimized more than 1,200 signal lights in Jinan, Wuhan and Guangzhou, which reduced the local traffic congestion index by 10%-20 %. Didi said that after more than five years of development, Didi has become a variety of travel solutions for taxis, express trains, special cars, carpooling, rides, driving, car rental, bicycles, etc., covering car operations, car owners services, etc. The mobile travel platform of the industrial chain.

In fact, at the same time as the acquisition of Uber, the global layout of Didi Travel is also overweight. Up to now, Didi has established a cross-border cooperation network with mobile travel giants in many countries and regions around the world, and has reached more than 50% of the world's population in more than 1,000 cities in North America, Southeast Asia, South Asia and South America.

Drip travel, which has always been the advantage of light asset operation, seems to be in the layout of the energy industry while investing in the layout of the energy industry. What kind of bureau is it that is going to be a high-speed growth? This reporter will continue to pay attention to this.