"Midfield battle" of travel market

本报记者夏志斌张家珍上海报道

Our reporter Xia Zhibin zhangjiazhen reports from Shanghai

"如果其他共享旅游平台'扔钱'抢劫客户，我们还将关注订单量。7月22日，滴滴在江西省上饶市的全职司机李玲（化名）告诉《中国商报》记者，如果订单多、折扣幅度大、利润空间大，我们肯定会将精力转向其他平台。

"If other shared travel platforms' throw money 'to rob customers, we will also look at the order volume. If there are many orders, large discount range and profit space, we will certainly tilt our energy to other platforms." On July 22, Li Ling (a pseudonym), Didi's full-time driver in Shangrao City, Jiangxi Province, told the reporter of China business daily.

从李玲的经历和感受中，你还可以窥探当前整个共享旅游市场的风潮。占共享旅游市场份额近90%的滴滴被下架整顿，打破了共享旅游市场"一超多强"的原有格局。为了在短时间内抢占更大的市场份额，各大旅游公司都在加紧进行新一轮的补贴战。

From Li Ling's experience and feelings, you can also spy on the current agitation of the whole shared travel market. Didi, which accounts for nearly 90% of the market share of shared travel, has been taken off the shelf for rectification, which has shaken the original pattern of "one super and many strong" in the shared travel market. Major travel companies have been gearing up and opened a new round of subsidy war in order to seize more market share in a short time.

具体而言，由东风汽车集团有限公司、中航旅、吉利控股集团旗下新能源汽车共享出行平台、上汽集团旗下移动出行战略品牌乐享出行等三家汽车企业联合发起的"国家队"T3出行已发出出租车优惠券。例如，据报道，T3 travel已紧急调整开城计划，并开始全面作战模式。计划在7月份开放15个城市；并推出全新独家"高达88元礼包"出租车售票活动。

Specifically, the "national team" T3 travel jointly initiated by three auto enterprises such as Dongfeng Motor Group Co., Ltd., Cao travel, a new energy vehicle sharing travel platform under Geely Holding Group, and the mobile travel strategic brand enjoy travel under SAIC Group have sent out taxi coupons. For example, it is reported that T3 travel has urgently adjusted the Kaesong plan and started the full combat mode. It is planned to open 15 cities in July; And launched a new exclusive "up to 88 yuan gift bag" taxi ticket activity.

据北方科技大学汽车产业创新研究中心研究员张翔介绍，其他在线租车服务平台趁机"抢占"Didi的市场份额，这是一种正常的市场竞争行为，"嘀嘀嘀嘀有问题后，市场上将出现"真空期"。其他平台在这个时间节点通过发行优惠券获取用户也是非常有效的。如果滴滴没有问题，他们可能需要花费数倍的成本来"抢夺"用户。"

According to Zhang Xiang, a researcher at the automotive industry innovation research center of Northern University of technology, other online car Hailing platforms take the opportunity to "seize" Didi's market share, which is a normal market competition behavior" After didi has problems, there will be a 'vacuum period' in the market. It is also very effective for other platforms to obtain users by issuing coupons at this time node. If didi doesn't have a problem, they may have to spend several times the cost to 'grab' users. "

'泳滩热'时段

"Beach rush" window period

"抢滩"正成为最常见的战略宣传平台。

Increasing the publicity of drainage and "beach grabbing" is becoming a common strategic choice for most shared travel platforms.

滴滴被下架整改后不久，据报道T3旅行社紧急调整了开城计划。7月，计划连续开放15个城市，日均订单量超过100万份，全员开启战斗模式。另据介绍，生产研究部本月实施007（全月）模式，市场窗口期仅40天。

Shortly after didi was taken off the shelf for rectification, it was reported that T3 travel had urgently adjusted the Kaicheng plan. In July, it was planned to open 15 cities in a row, with an average daily order volume of more than one million orders, and the whole staff started the battle mode. It was also said that the production and research department implemented the 007 (all month round) mode this month, and the market window period was only 40 days.

不过，对于上述信息，记者要求T3旅行社负责人确认，该负责人只回答"不予置评"。

However, for the above information, the reporter asked the person in charge of T3 travel for confirmation, which only responded that "no comment".

据了解，T3 travel是由南京凌航科技有限公司（以下简称"凌航科技"）打造的智能旅游生态平台，由中国一汽集团有限公司、东风汽车集团有限公司、重庆长安汽车有限公司发起，腾讯和阿里巴巴共同投资。

It is understood that T3 travel is a smart travel ecological platform built by Nanjing LingHang Technology Co., Ltd. (hereinafter referred to as "linghang technology"), initiated by China First Automobile Group Co., Ltd., Dongfeng Motor Group Co., Ltd. and Chongqing Chang'an Automobile Co., Ltd., and jointly invested by Tencent and Alibaba.

记者注意到，自2019年7月22日登陆南京以来，T3 travel已在全国24个城市投入运营，拥有50000辆注册车辆。根据T3 travel发布的2021年战略目标"4833战略"，即在全国48个城市开展网上租车业务，加快推出"网上租车业务+网络巡更一体化超级出租车+自动驾驶生态运营联盟"三大战略板块，到2021年底，实现全业务线每天300万订单的目标。

The reporter noted that since landing in Nanjing on July 22, 2019, T3 travel has been put into operation in 24 cities across the country, with 50000 registered vehicles. According to the 2021 strategic goal "4833 strategy" released by T3 travel, that is, the online car Hailing business will be launched in 48 cities across the country, accelerate and launch the three strategic sectors of "online car Hailing business + network patrol integrated super taxi + automatic driving ecological operation alliance", and achieve the goal of 3 million orders per day of the whole business line by the end of 2021.

这也意味着，如果上述"7月15个城市计划开放"的消息属实，T3出行将在7月实现全年开放目标的一半以上。

This also means that if the above news of "15 cities planned to be opened in July" is true, T3 travel will achieve more than half of the opening goal of the whole year in July.

事实上，许多共享旅游平台正在掀起一场"争夺注册、用户和司机"的战争。例如，杭州的一位出租车司机告诉记者，最近，T3 travel在杭州招聘司机方面做出了惊人的努力。只要你推荐一位朋友成为T3旅行租赁模式的司机，你就可以得到800元的现金奖励。

In fact, many shared travel platforms are setting off a war of "scrambling for registration, users and drivers". For example, a taxi driver in Hangzhou told reporters that recently, T3 travel has made amazing efforts to recruit drivers in Hangzhou. As long as you recommend a friend to become a driver in T3 travel rental mode, you can get a cash reward of 800 yuan.

据《钱江晚报》报道，享受公路旅行的相关负责人表示，招募乘客和司机"应该双手并用"，"除了直接增加"推司机"的现金奖励外，还要宣传司机的保护和福利，包括司机的精神保健，是近期驾驶员招募和宣传的重点。"

According to the Qianjiang Evening News, the relevant person in charge of enjoying road travel said that the recruitment of passengers and drivers "should be done with both hands", "in addition to directly increasing the cash reward of" pushing the driver ", the publicity of driver protection and welfare, including driver mental health care, is the focus of driver recruitment and publicity in the near future."

除了在司机方面努力工作外，旅游公司还努力在乘客方面"招揽顾客"。例如，"享受公路旅行"还通过线上、线下等渠道推广"夏季旅游旺季，周五10:00机场套餐3.99元"。

In addition to working hard on the driver side, travel companies also make great efforts to "solicit customers" on the passenger side. For example, enjoy road travel also promotes the "summer travel season, airport package of 3.99 yuan at 10:00 on Friday" through online, offline and other channels.

"最近，公路共享旅游的推广效果显著，客户下载量、新用户注册量、首次订购量等指标增幅超过预期。"享受公路旅游相关负责人告诉记者，"依靠补贴只能给用户短期内体验各种产品的机会，最终用户选择留下或测试的是平台的综合服务能力。"

"Recently, the promotion effect of road sharing travel has been remarkable, and the indicators such as client downloads, new user registration and first order have increased more than expected." The relevant person in charge of enjoying road travel told reporters, "relying on subsidies can only give users the opportunity to experience various products in the short term, and what the end users choose to stay or test is the comprehensive service capability of the platform."

曹操旅游最近还推出了一系列优惠活动。作为新用户的注册体验，记者发现新注册用户可以获得7张优惠券。不过，曹操旅行社的相关负责人告诉记者："公司最近推出的一些优惠活动是基于正常的业务拓展需要，没有说公司可以通过发放大量补贴在最短时间内抢占市场。"

Cao Cao travel has also recently launched a series of preferential activities. As a new user registration experience, the reporter found that new registered users can get 7 coupons. However, the relevant person in charge of Cao Cao's travel told reporters: "some of the preferential activities recently launched by the company are based on the normal business expansion needs, and there is no saying that the company can seize the market in the shortest time by issuing large subsidies."

中国汽车流通协会专家委员会委员严景辉告诉记者："滴滴占据了共享旅游市场约90%的份额，处于绝对的'霸主'地位。目前该公司已被调查。其他平台利用这一窗口期采取一些行动是正常的，但这能否动摇滴滴的地位，改变共享旅游市场的竞争格局，还有待观察。"

Yan Jinghui, member of the expert committee of China Automobile Circulation Association, told reporters: "didi occupies about 90% of the market share of shared travel and is in an absolute 'overlord' position. Now the company has been investigated. It is normal for other platforms to take some actions by taking advantage of this window period, but it remains to be seen whether it can shake Didi's position and change the competitive pattern of the shared travel market. "

张翔进一步表示："如果滴滴的整改时间超过一个月，肯定会对滴滴和行业产生很大影响。共享旅游是一个急需的市场。如果用户无法在滴滴平台上获得汽车，他们自然会切换到其他平台。"

Zhang Xiang further said: "if Didi's rectification time exceeds one month, it will certainly have a great impact on didi and the industry. Sharing travel is a just needed market. If users can't get a car on didi platform, they will naturally switch to other platforms. "

合规性关键字

Compliance keywords

日前，交通运输部公布，根据全国网上售车监管信息交流平台的统计，截至今年6月30日，全国共有236家网上售车平台公司取得网上售车平台营业执照；各地共发放网上叫车驾驶证349.3万张，车辆运输证132.7万张。

Recently, the Ministry of transport announced that according to the statistics of the national online car Hailing supervision information exchange platform, as of June 30 this year, a total of 236 online car Hailing platform companies in China had obtained the business license of online car Hailing platform; All localities have issued 3.493 million online car Hailing driver licenses and 1.327 million vehicle transportation licenses.

对于目前在线租车市场的竞争格局，张翔告诉记者，在线租车市场的公司数量将逐渐减少，"20家公司在中国这样一个大的市场旅行应该是合适的。在形成一定的市场规模后，5到10家可能在国内生存。通过兼并重组，不同的公司可以进一步扩大规模，提高品牌知名度。"

For the current competitive pattern of the online car Hailing market, Zhang Xiang told reporters that the number of Companies in the online car Hailing market will gradually decrease" It should be appropriate for 20 companies to travel in such a large market as China. After forming a certain market scale, 5 to 10 may survive in the country. Through merger and reorganization, different companies can further expand the scale and improve brand awareness. "

记者发现，2021年6月，有13家在线租车平台的订单超过30万辆。根据订单合规率（指司机和车辆都有驾照的订单比例），6月订单合规率增长的前三位是如期旅行，方舟旅游、华小竹旅游；跌幅最大的是曹操的旅行、道路共享旅行和美团的出租车。

The reporter found that there were 13 online car Hailing platforms with orders of more than 300000 in June 2021. According to the order compliance rate (referring to the proportion of orders for which both drivers and vehicles are licensed), the top three in the growth of order compliance rate in June are Ruqi travel, Fangzhou travel and huaxiaozhu travel respectively; The largest declines were Cao Cao's travel, road sharing travel and meituan's taxi.

"网上售车平台监管力度加大，表明合法合规运营正成为行业主旋律，平台发展环境越来越好。"针对订单合规率排名下降，上述曹操旅游负责人告诉记者，曹操旅游自成立以来一直坚持合法合规经营，积极与监管机构合作，提高城市交通效率，在法律允许的框架内推广绿色旅游。

"The tightening of the supervision of online car Hailing platform shows that legal and compliant operation is becoming the main theme of the industry, and the environment for the development of the platform is getting better and better." For the decline in the ranking of order compliance rate, the above-mentioned person in charge of Cao Cao travel told reporters that Cao Cao travel has always adhered to legal and compliant operation since its establishment, actively cooperated with regulatory agencies, improved urban traffic efficiency and promoted green travel within the framework permitted by law.

上述享受公路出行的负责人告诉记者，自去年第四季度交通运输部开始公布平台的"双达标"数据以来，享受路旅双倍合规订单完成率六次位居行业第一"河套旅游成立之初，始终以合规安全为公司经营准则，构建以人为本的安全体系，通过对安全设备和管理平台的持续投资，确保河套旅游全面合规运营。"

The above person in charge of enjoying road travel told reporters that since the Ministry of transport began to publish the platform's "double compliance" data in the fourth quarter of last year, enjoying road travel has ranked first in the industry in terms of double compliance order completion rate six times" At the beginning of its establishment, Hedao travel always took compliance safety as the company's operation criterion, built a people-centered safety system, and ensured the full compliance operation of Hedao travel through continuous investment in safety equipment and management platform. "

然而，记者注意到，T3 travel和曹操travel最近被指控"应用程序强制、频繁和过度访问"。今年7月19日，工业和信息化部官方网站发布了《关于侵犯用户权益的app通知》。包括曹操旅行在内的许多流行手机应用程序都被命名，因为该应用程序是强制的、频繁的且要求过高。

However, the reporter noted that T3 travel and Cao Cao travel have recently been accused of "app coercion, frequent and excessive access". On July 19 this year, the official website of the Ministry of industry and information technology released the "app notification on violations of users' rights and interests". A number of popular mobile phone applications, including Cao Cao's travel, were named because the app was forced, frequent and over demanding permission.

对此，曹操此行负责人表示："公司严格按照合规要求和工信部的指导进行了整改，并于当天将最新版本5.1.5下架。"

In this regard, the person in charge of Cao Cao's trip said: "the company has carried out rectification in strict accordance with the compliance requirements and in accordance with the guidance of the Ministry of industry and information technology, and put the latest version 5.1.5 on the shelves on the same day."

在工业和信息化部2020年发布的《关于应用程序现货侵权的通知》中，T3旅游应用程序涉及的问题包括"非法收集个人信息"和"应用程序强制、频繁和过度访问"。

In the notice on off shelf infringement of user rights and interests app issued by the Ministry of industry and information technology in 2020, the issues involved in T3 travel app include "illegal collection of personal information" and "app compulsory, frequent and excessive access".

"在线租车平台需要太多的客户信息。事实上，它希望在大数据背景下获得一些衍生市场收入。对用户个人信息的过度需求不仅会侵犯用户隐私，甚至危及国家安全。隐患非常大,难以预料,必须整改。"阎敬辉说。

"The online car Hailing platform demands too much customer information. In fact, it wants to obtain some derivative market revenue in the context of big data. Excessive demand for users' personal information will not only infringe on users' privacy, but even endanger national security. The hidden dangers are very large and unpredictable, and must be rectified. " Yan Jinghui said.

"鉴于这些问题,建议有关部门进一步出台监管政策。对于共享的旅游平台，他们在参与市场竞争的过程中也应该有社会责任感。商业行为不应危及用户的信息安全，更不应危及国家安全，这是一个原则问题。"颜敬辉进一步补充说。

"In view of these problems, it is recommended that relevant departments further introduce regulatory policies. For shared travel platforms, they should also have a sense of social responsibility in the process of participating in market competition. It is a matter of principle that commercial acts should not endanger users' information security, let alone national security. " Yan Jinghui further added.

如何保护用户数据安全，防止用户信息泄露？曹操旅行社负责人告诉记者，订单生成后，曹操的乘客和司机可以通过虚拟号码联系。"订单完成后，司机将无法联系乘客。在任何情况下，乘客和司机都无法通过站台获得对方的真实号码，司机也无法查看与订单相关的任何乘客信息。平台数据由权威机构加密和严格控制。"

How to protect users' data security and prevent users' information from being leaked? The person in charge of Cao Cao's travel told reporters that after the order is generated, Cao Cao's passengers and drivers can contact each other through virtual numbers" After the order is completed, the driver will not be able to contact the passengers. In any case, passengers and drivers will not get each other's real number through the platform, and the driver cannot view any passenger information associated with the order. The platform data is encrypted and strictly controlled by authority. "

上述负责享受公路出行的人士表示："享受公路出行始终坚持用户信息和隐私安全的底线，不过度收集用户信息，将所有出行数据与交通委员会的数据平台充分连接，并通过科技手段确保用户数据的安全。"

The above person in charge of enjoying road travel said: "enjoying road travel always adheres to the bottom line of user information and privacy security, does not excessively collect user information, fully connects all travel data with the data platform of the Transportation Commission, and ensures user data security through scientific and technological means."

Link：https://new.qq.com/omn/20210731/20210731A01X0N00.html

update time：2021-08-01 10:37:05