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“瘦身”“裁员”“过冬”…2019年共享出行站在十字路口上

2019-02-21 21:06:45

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     2019年:共享出行站在十字路口上
  2019年春节刚过,“共享出行”又一次走到镁光灯下,成为焦点。这一次,被卷入舆论漩涡的,不仅有“头部”企业滴滴,还有传统车企推出的出行品牌。至截稿,就被外界关注的“2018年亏损109亿元”“瘦身”“裁员”“过冬”等问题,滴滴一直没有给出正面回应。而在另一边,曹操、哈啰抛弃“专车”属性,正式升级为“出行”平台,后来者正在摩拳擦掌,共享出行的江湖有群雄并起之势,格局或将生变。
  文/图 广州日报全媒体记者 周伟力
  绕不过去的“补贴”
  要在共享出行这口深井中,取一瓢水的,补贴是绕不开的槛。滴滴“成”于补贴,至2018年底,滴滴市占率超过60%,市值接近800亿美元;滴滴当下之“困”也在于补贴,据媒体消息指出,2018年,滴滴在司机补贴方面共投入了113亿元。业内人士表示,假如没有司机补贴,滴滴在2018年能够盈利4亿元。
  作为后来者,“曹操专车”背靠吉利,司机的收入除基本工资之外,还有绩效奖励。某种程度上,后者可以看成是“补贴”。多位曹操出行的司机向记者反馈,2018年,月收入在8000~12000元,其中奖励收入在15%~30%。
  在业内看来,不管格局如何变,“补贴”仍是常态。“玩家们”提供必要补贴的基础上,构建持续盈利的能力,同时还不能削减在安全领域的投入。可以预见,安全,将会是“共享出行”的前提与基础。
  “后来者”与“双积分”
  2019年,“共享出行”将迎来新一轮的跨越。这其中,有追赶者的发力,也有新面孔参与角逐。无疑,传统车企成为当之无愧的主角,上汽、广汽、北汽、奇瑞、东风都在积极布局自己的移动出行蓝图。
  不同于滴滴,背靠传统汽车大集团,曹操、哈啰、车享们在车辆采购、保养维修和运营资本上,有明显优势。不仅如此,由于全部采用纯电动车,它们还能够直接获得新能源汽车的补贴。以续航里程200~250公里的车型为例,2018年,每辆车能够获得3.6万元的“国家+地方”补贴。
  从2019年开始,“双积分”会逐步接棒“现金”,成为新的鼓励措施。按一个积分6000元测算,每辆纯电动车届时也能够获得1.2万~2.4万元不等的补贴。获取补贴的方式不一样,“玩法”自然也就不一样,这也就不难理解,在滴滴爆出巨亏的当下,它们一直十分淡定。
  一位移动出行初创伟德betvictor运营人士向记者表示,滴滴在移动出行上的投入不会有亏损,“滴滴将更多的资金投入到其他战略性的业务当中,比如AI与自动驾驶,还比如汽车交易与金融、滴滴外卖、共享单车等”。
  共享汽车不是救命稻草
  传统车企也并非全无“后顾之忧”。来自中国汽车工业协会最新数据,1月,乘用车产销分别完成199.5万辆和202.1万辆,增速低于汽车总体2.3和2个百分点,同比分别下降14.4%和17.7%。
  高调进入“共享汽车”领域,未雨绸缪,这是应有作为,但同时也要“量力而行”。江淮汽车前董事长左延安表示,之前大伙过惯了好日子,对过苦日子还没有心理准备。现实是,中国车市正在迎来“火山活跃期”,身处最前线,任何一家厂商要想稳住当下的位置,进而谋求继续增长,竞争不能回避。
  乘联会秘书长崔东树认为,未来数年,强者可适度进行前瞻性布局,而弱者首要任务抓紧寻找生存路径。新一轮的混改和兼并重组已经启动,市场的决定性作用是空前的。共享汽车是强者们的新目标,但显然不会是弱者们“最后的救命稻草”。站在十字路口上,这一次,共享汽车能否找到准确的前行方向?一切留待市场给出答案。



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