Chapter 318: The market structure is 2:8, Didi Bike is online, it is not a bad idea to get involved!
Three days later.
Liao Wei called Cao Dahua and urged him to ship the goods as soon as possible, and then he went to report to Chen Yansen.
"Boss, it's sold out!" Liao Wei said without thinking.
"Well, I heard from Cao Dahua that 217 service stations sold 20,183 Orange phones in three days. The express delivery stations didn't make it, but the mobile phone agency service became popular."
Chen Yansen smiled faintly and nodded with satisfaction.
For the Yunsu Express Service Station, its initial positioning was express collection and pickup business, and later it added mobile phone sales and APP promotion business, mainly considering the problem of profitability.
The boss knows? Liao Wei was stunned for a moment, then cursed inwardly: Did Cao Dahua grow wings on his mouth? He deserves his surname Cao!
"Boss, I think Yunsu Express Service Station can take on some of the responsibilities of the Orange Technology franchise store, which can not only save store rental costs, but also facilitate unified management."
Liao Wei said seriously.
"The repurchase frequency of mobile phones is very low. The core value of Yunsu Express Service Station is still the express collection and pickup business."
Chen Yansen emphasized it again.
"Boss, I understand." Liao Wei knew the subtext of Chen Yansen's words and responded quickly. He paused and said, "First increase the number of smartphones in the rural market, then increase the number of Pinbei users, so that Yunsu can have business volume. Only when the three are combined can a business cycle be formed."
"The MBA course was not in vain, I made great progress." Chen Yansen joked with a smile after hearing this.
As Liao Wei said, only by completing the hardware and system layout in the sinking market can the volume of Yunsu Express's parcels be increased.
The prices of Orange D1 and Green Orange D1S are not expensive in the rural market.
You know, some digital store owners dare to sell even a fake mobile phone with a scrolling screen for 1,000 yuan, so the Orange D1 at 799 yuan can be said to be a conscientious product.
"Thank you for the compliment, boss. Since the service station model has proven to be feasible, there are more than 400 candidate towns left. I want to wait until the business data for September comes out. If there is no problem, I will move forward in two batches."
Liao Wei continued.
"Okay. Regarding the specific details of the cooperation, I suggest you communicate with Mr. Zhou and Mr. Cao again to ensure that the resources of Yunsu and Orange Technology are fully utilized."
Chen Yansen warned.
"Okay, boss." Liao Wei nodded in response.
Then Chen Yansen hung up the phone and threw it aside.
At this time, the computer screen stayed on the homepage of Sohu.com on PC. The headline news was: Qiandu.com invested another 800 million yuan, and Didi Dache’s post-investment valuation reached 8 billion yuan! In the absence of finding a financing institution, Li Yanhong had no choice but to bite the bullet and invest another 800 million yuan in Didi Dache.
The subsidy war between Kuaidi and Didi Dache has been going on for five months. At the beginning, the two apps had little overlap in business scope and only lost 20 to 30 million yuan each month.
However, as the business scope expands, the competition between Kuaidi and Didi in the North China and East China markets has become increasingly fierce. Every month, three to four hundred million yuan is consumed just for attracting new customers, hard advertising, subsidies for old customers and subsidies for drivers.
Therefore, although the 800 million yuan of Qiandu.com may seem like a lot, it is actually only enough to sustain it for three months.
On the contrary, Kuaidi Dache, with nearly 80% of the market share, took the lead in raising 500 million US dollars and still has sufficient funds in its account.
Didi Dache has just stepped into the North China market, but Kuaidi Dache's service area has already successfully covered most of the markets in North China, East China, Central China, Northeast China and South China. The speed of opening cities for both parties is completely on different channels.
Xiang Hailong, who has currently taken over the Didi Taxi project, is even worse than the original Cheng Wei in terms of operational strategy.
Chen Yansen glanced at the news content and did not take the fact that Qiandu invested in Didi Dache to heart.
He didn't believe that with Li Yanhong's character, he would dare to continue fighting with him. Once the other party's psychological bottom line was reached, Li Yanhong might give up automatically.
In fact, Li Yanhong is in a very conflicted mood at the moment. He wants to continue expanding his business scope, but is afraid of facing the continued rising subsidy costs. If he stagnates, he will not be able to increase Didi Dache's market share.
After reporting his work, Xiang Hailong secretly observed Li Yanhong's expression. He felt uneasy, fearing that the big boss would vent his anger on him.
After pondering for a moment, Li Yanhong picked up the documents on the table and stared at them intently.
"The average daily travel order volume in the North China market is 763,000, the number of active drivers is 66,000, the order completion rate is 73%, and the average response time is 42 seconds; the average daily travel order volume in the East China market is 287,000, the number of active drivers is 38,000, the order completion rate is 76%, and the average response time is 38 seconds..."
It is obvious that the order completion rate of Didi Taxi is not high, which means that there is a problem with the platform's capacity scheduling efficiency and the order dispatching logic is chaotic, which leads to drivers refusing orders or taking detours to accept orders, thus affecting the completion efficiency.
Thinking of this, Li Yanhong raised his head and said, "Let's put the development plan of the East China market on hold for now. Let's first solve Didi Taxi's capacity scheduling, the order cancellation penalty mechanism for drivers and passengers, and the positioning errors and navigation failures."
This statement basically exposed Li Yanhong's true thoughts: shrink the defense line and manage the North China and East China markets first.
"Okay, I understand." Xiang Hailong replied.
at the same time.
Sitting in the Hangzhou headquarters, Cheng Weixing was also looking through Kuaidi Taxi's business data from Q1 to Q3.
"The average daily order volume in the East China region is 1.703 million, the number of active drivers is 127,000, the order completion rate is 86.3%, and the average response time is 37 seconds; the average daily order volume in the North China region is 1.425 million, the number of active drivers is 102,000, the order completion rate is 84.7%, and the average response time is 39 seconds; the average daily order volume in the Central China region is 1.127 million, the number of active drivers is 81,000, the order completion rate is 89.2%, and the average response time is 41 seconds; the Northeast region..."
Among them, East China, North China and Central China have been in operation for the longest time, and have the highest order volume and user penetration rate. Northeast China and South China have only been open for a week, and together they have only received more than 600,000 orders.
However, due to the limited number of smartphones in 2012, even if it took over the entire online ride-hailing market, the maximum daily order volume would only be 8 million to 10 million orders.
The ceiling is within reach! Ten minutes later, Cheng Weixing put down his mouse, stood up and stretched, then looked at the person in charge of the marketing department and asked, "By the way, what has Cheng Wei been busy with recently after being kicked out of Didi by Li Yanhong?"
Compared with Cheng Wei, the pressure Xiang Hailong brought to him dropped sharply.
Although Cheng Wei's control over the field of technology is very poor, the other party is a member of the Huagong Iron Army and has a solid foundation in marketing and promotion.
In his opinion, if it weren't for the big boss helping him to acquire the data resources of AutoNavi Maps, providing the intelligent order distribution system and the traffic entrance of Penguin, it would still be unknown who would win and who would lose between Kuaidi and Didi.
"I heard from my investment bank friends at Yanjing that Cheng Wei has started a new company called Didi Bike, which has 300 bicycles deployed at three subway stations: Wangfujing, Xizhimen, and Chaoyangmen."
Upon hearing this, Chen Hao, the marketing director of Kuaidi Taxi, responded with a smile.
Bicycle? Cheng Weixing was stunned and thought that Cheng Wei’s new project looked a bit magical.
But then he thought, in a super large market like Yanjing, the rent near the subway station is high, and many college graduates work in the CBD during the day and sleep in the urban villages at night.
Shared bicycles can indeed seamlessly connect short-distance travel needs from bus stops to subway stations.
The value of a company ultimately depends on how many people you serve and how much value you create for them.
Obviously, Cheng Wei's Didi Bike has effectively solved the last-mile problem at the end of public transportation.
"Have you got the financing?" Cheng Weixing asked again.
"It is said that Li Fukai of Innovation Works invested 50 million in him." Chen Hao shrugged, looking speechless.
"There's no guarantee that this project can actually be done!" Cheng Weixing said with certainty.
The other side.
Cheng Wei took Didi Bike’s management team to ride shared bikes on the streets of Yanjing to test the product’s usage process.
The first generation of Didi Bikes were painted orange and stood out in the parking spaces at subway stations. The words "Didi Bike" were printed on the body of the bike, and the bike's serial number was affixed to the handlebar joints and the mechanical lock at the rear.
Users open the APP, enter the number, and then they can get the password of the mechanical lock.
Cheng Wei initially wanted to use a smart lock and unlock the door by sending text messages, but doing so would involve costs and the power supply system of the smart lock. After careful consideration, he chose an economical mechanical lock.
After the user finishes riding, when he slides the lock buckle to lock the bike, the mechanical lock password will be re-scrambled.
But the problem is that the preset password for each bicycle is fixed.
In other words, as long as the user remembers the password of a certain bike, he can ride it for free forever.
But Cheng Wei couldn't care less about so many things. He learned from his failures and decided to launch the product first and seize the market.
The initial losses will naturally be paid for by the leading institutions that come later.
What he needs to do now is to hype up the concept and inflate the valuation.
"Mr. Cheng, Fujita's supply quality is very stable. The riding experience of this bicycle is no worse than that of a bicycle that costs four or five hundred yuan."
A supervisor from the product department said with a smile.
The cost of a Didi bike, excluding the mechanical lock, is 190 yuan per bike. However, the order volume of Didi bikes is large, and the settlement period agreed with Fujita is to pay a 15% deposit first, and then settle by batches.
"There are no obvious problems with new vehicles. We will first test-operate them for a period of time to see their durability and corrosion resistance. In addition, a maintenance team will also need to be established."
Cheng Wei was riding a bicycle and gave instructions to his assistant beside him.
The assistant quickly wrote it down.
But when they turned into an alley, the smiles on their faces suddenly stopped.
A man in his sixties, holding a pair of hydraulic pliers, was gesturing at the mechanical lock of a Didi bike, as if he was looking for the best point of force.
The Didi Bike staff immediately became angry and surrounded the man.
…
…
“Didi Bike?”
After learning about Cheng Wei's new entrepreneurial project, Chen Yansen frowned slightly. In his eyes, the shared bicycle project in 2012 had no potential at all.
Just like the food delivery and ride-hailing sectors, it requires massive resources and capital investment to cultivate user habits.
He had no interest in this project, but if he could make some money, Chen Yansen wouldn't mind.
Li Fukai invested 50 million yuan, which increased the valuation of Didi Bike to 500 million yuan. At this time, the investment was not cost-effective.
Chen Yansen thought for a moment, called Gao Weilin over, and briefly introduced Didi Bike's business model.
“When I see similar products in the future, I will get angel investment first.”
Chen Yansen instructed Gao Weilin.
OFO, Yonganxing and Mobike have not yet been launched, so Senlian Capital still has plenty of opportunities to get involved.
(End of this chapter)
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