Chapter 826 What is the equivalent of tailwind plus goods lala (4k)
Yanjing Hotel is currently holding a grand signing ceremony for the strategic investment of Uber and Didi.
The media accepted the red envelopes, worked extra hard, and aimed their guns and cannons at Kalanick and Cheng Wei on the stage.
Then, the camera turned to face the special guests sitting in the front row, Liu Chuanzhi from Lianxiang, Shi Yuzhu from Giant, Lu Zhiru from Fanhai, and Wang Zhonglei from Huayi. Except for Lu Yun, almost everyone from Taishan Club was present.
The rest are Didi’s shareholders and institutional investors, who are shining brightly and extremely wealthy.
The Didi employees in the back row were overjoyed when they saw this scene, and felt that all the hard work for so long was worth it.
Although I worked overtime on weekends and was always 007, I was exhausted and felt that my body was hollowed out, but my spirit was refreshed.
Taxi-hailing software is the focus of the mobile Internet, but the future is bright and the road is tortuous. Didi found that the opponent it faced was a giant with unfathomable strength. Shunfeng.
Especially in the early stage of the price war, the budget is not as good as the tailwind, there are headwinds everywhere, and pressure is everywhere. You can only passively accept the moves. The pressure is like dominoes, passing from top to bottom, layer by layer.
But now, it’s completely different!
With Uber’s strong support, there’s no need to worry about tailwinds!
Didi executives felt proud. After seeing Kalanick step down, they proactively approached him and shook hands with him.
Finally, it was Liu Qing’s turn with a smile.
“Didi will never let Uber down.”
"I believe you can do it!"
Kalanick smiled and said: "And Uber will not leave Didi alone. In addition to financial support, after I return to China, I will send an 'elite team' to cooperate and assist Didi."
"This is..."
Cheng Wei got excited and was about to politely refuse, but was interrupted by Kalanick, who emphasized that this was Uber's combat style.
Uber uses its headquarters in San Francisco as its general headquarters, and then dispatches elite teams to various cities around the world. In addition to providing money and technology, the headquarters delegates all other powers. It is up to these teams to decide how to deploy and how to conquer cities and territories. There is no need to ask the headquarters for instructions.
, and there is no need to report to the headquarters.
Therefore, it will never interfere with Didi’s regular operations.
"That really couldn't be better."
Liu Qing and Cheng Wei looked at each other, inexplicably feeling that Didi had become a subsidiary of Uber in China.
"Based on my observations in China these days, in addition to competing head-on with Shunfeng in the taxi market, Didi can also adopt a differentiated strategy and launch businesses that Shunfeng does not currently have."
Kalanick looked confident.
"Oh, I'd love to hear the details."
Liu Qing cast an inquiring look.
"Shunfeng uses its taxis for civilians, while Didi can develop its own business private cars!"
Kalanick suggested that Didi could cooperate with star-rated hotels to create a fleet of dedicated service vehicles. The drivers would all wear uniforms and white gloves, and they would not forget to open the door personally when sending passengers to and from the bus. Even the models delivered were Audi and BMW.
Benz.
This routine is very effective in overseas markets.
"High-end business private car?"
Cheng Wei couldn't help but hesitate, and looked at each other with Liu Qing, "We will take this back to study and discuss."
“Originally, I planned to use it as Uber’s first shot at entering the Chinese market, but I thought it would be okay to hand it over to Didi.”
Kalanick was very dissatisfied with the two people's reactions.
Cheng Wei was also upset. Why, he just invested in Didi, and now he is gesticulating. Do you really think Didi is a subsidiary of Uber?
Liu Qing looked left and right, noticing that the supposed festive atmosphere had become solemn and awkward. Just as he was thinking about how to smooth things over, by coincidence, the secretary to the chairman of Uber held up his vibrating mobile phone and asked
Got on Kalanick and whispered in his ear:
"Huaxia Lu's phone number."
"Huaxia Continent?"
"Maybe I came here to see you after receiving news about our investment in Didi," the chairman's secretary speculated.
"Oh, the information is quite good."
Kalanick smiled coldly and pressed the answer button.
…………
“Why invest in Didi!”
"Since you can invest in Didi, why not cross-shareholding with Shunfeng and peacefully share the global market, wouldn't it be better?"
"I refused to cross-shareholding with Shunfeng. I fully respect your and Uber's business strategies, but what did I do to make you disrespect me so much that you turned around and supported Shunfeng's competitors? What, this is Uber
further strategic planning?”
"..."
"Haha, that's all I have to say, Travis, there is a saying in China, don't say you didn't predict what you said, just do it yourself."
After hanging up the phone, Lu Fei breathed out gently.
"Why are you talking so much to that little brat? Didn't we already know that he was going to collude with Didi?"
Xu Lei took a sip of tea and shook his head.
"Knowing is one thing, warning is another. Otherwise, it would be unfair for Shunfeng to declare war on Uber."
Lu Fei changed his angry expression and shrugged.
"I discussed with Lu Chuanwei and others. Uber's investment in Didi has at least two benefits. It can not only consume us and contain our power in China, but also wait for Didi to fail and pocket it, so that Uber can enter China.
When the time comes, start from scratch and have Didi’s foundation, so you can fight us head-on.”
Xu Lei stretched out 2 fingers.
"The reason for the decisive battle is not to make Shunfeng disappear, but to make Shunfeng surrender. He also knows that the cross-shareholding of Uber and Shunfeng is the optimal solution, but he also knows that only by winning on the battlefield can he win at the negotiation table.
Only with more can we take the initiative."
Lu Fei narrowed his eyes.
"In the final analysis, I still want to fight."
Xu Lei snorted disdainfully.
"This is a bit like resisting U.S. aggression and aiding Korea."
"Hey, don't tell me, it's a bit like, Uber is the US military, Didi is the stick, we are the volunteer army, we have repeatedly stressed that we are not allowed to cross the 38th parallel, Kalanick, the 'MacArthur', just doesn't listen, and can only
Give him a taste of the pain!"
"But our army does not lack firepower."
"That's right, no matter what we do, we will still be Zhu Ri and Lan Jun!"
"Who dares to stand upright with a sword, but I am General Xu."
Lu Fei patted him on the shoulder.
"Hey, I don't dare to take it, I don't dare to take it."
Xu Leili blossomed, "When are you going to take action?"
"Our strategic goals in the second phase have almost been completed. Now it is time to clean up the battlefield and digest the results."
Lu Fei asked about Shunfeng’s current market share and other information.
"Well, the relevant departments have different opinions on this price war. The leaders of the transportation system asked us to stop for a while."
Xu Lei gave a vague reminder and then reported the results.
In the first and second phases of its offensive, Shunfeng has accumulated more than 60 million users through its online taxi-hailing business. Although Didi keeps claiming that it occupies one-third of the national market share, this is pure nonsense.
talk.
Shunfeng can occupy 85% of the national market share!
First- and second-tier cities have even achieved full coverage. The daily active users in these cities alone exceed 30 million. Although once the subsidy activity ends, it may be reduced by half.
But now in the entire market, only Didi, Shunfeng, and Baimi, which have penetrated into the third tier, attempt to surround the city from the countryside.
"How much money have we spent so far?"
Lu Fei picked up the teapot and added tea to the two of them.
"About 700 million. If the estimate is correct, Didi has burned more than 300 million, and its size is about one to two."
Xu Lei recalled this money-burning war. Although he was the winner, he was still a little timid. After all, the competition was not only the speed and scale of burning money, but also the quantity and ability to find money to make up for the loss of funds. What he was competing for was a stimulus.
!
"It's okay to deceive investors with these data, but don't deceive ourselves. We must know in our hearts that these market shares are bubbles created by burning money and are only temporary."
Lu Fei said in a serious tone: "As long as Didi uses higher subsidies, it can take away users from Shunfeng."
"Isn't that right? The essence of the taxi-hailing software business war is nothing more than financing and burning money. The key to winning this war is how to burn money efficiently and make the opponent suffer greater losses until one party runs out of resources or compromises midway.
.”
Xu Lei rubbed his hands.
"With Didi, we are in the taxi business. With Uber, we must expand the battlefield to the private car business. This is also the task of Shunfeng's third phase. When the time is right, we can start to do it." Lu
Fei touched the warm wall of the cup.
"This time to burn money, we specially conducted an experiment."
Xu Lei told the truth. Shunfeng selected 3 batches of similar driver samples from big data and divided them into a control group and two experimental groups. They contacted each other through WeChat groups. The experimental group used different stimulation methods, such as a return of platform fees.
The other group will receive a prize if they reach the relevant single amount, while the control group does not receive any reward.
"The results of it?"
Lu Fei crossed his legs.
"The ones who achieve certain targets are the most motivated to get money, and have the most orders and miles." Xu Lei said with a smile. "When I am preparing for the third phase, I will launch a reward mechanism for takeaway orders throughout the day similar to Meituan.
For example, if you get 12 orders, you will be rewarded with 25 yuan more, and if you get 22 orders, you will be rewarded with 50 yuan more."
“It’s not enough to just burn money without making a profit.”
Lu Fei touched his chin.
"Profit? Haha, it's difficult!"
Xu Lei smiled bitterly. Shunfeng was attacking cities in this month. Each newly developed city has a weekly capital limit of 5 million RMB. There is an internal competition within the company, and cities across the country have to conduct various indicators every week.
Ranking, crazy involution.
It’s all about spending money, it’s impossible to make money!
"Taxi and private cars are exported. We have to find a business that can be entered into." Lu Fei said bluntly, "I am going to pick one or two cities in China to launch a new business pilot."
"What business?"
Xu Lei was very curious.
"When I was riding in the car, I often saw Wuling Hongguang advertisements on the road for moving and clearing pipes. I was thinking that if I could create a platform for them to pull goods, move, run errands, and send long-distance shipments, they could directly do it on the road.
The platform takes orders.”
Lu Fei smiled and glanced.
"Hey, you're a bit interesting."
Xu Lei's eyes suddenly lit up.
“I call this business ‘Lalamove’.”
Lu Fei took a sip of tea, "An Internet logistics mall whose main business is cargo moving, providing intra-city and cross-city freight, enterprise logistics services, moving, errands, LTL, car rental and sales, and car aftermarket services. What do you think?
How about it?"
"Hey, there's something going on!"
Xu Lei slapped his thigh, "Our tailwind is to concentrate the resources of private cars and taxis. This cargo Lala integrates small and medium-sized vans, and the range of models can even be broadened, including vans, flatbeds, and light trucks.
,Heavy Truck……"
The more he talked, the more excited he became, "Maybe motorcycles can also be used. In Southeast Asia, the market for motorcycle taxis is bigger than taxis."
"The most important thing is that BYD and Logic are also jointly researching new energy light trucks, heavy trucks, motorcycles, and cold chain vans."
Lu Fei had a faint smile on his lips.
"I'm convinced! I'm impressed by you!"
Xu Lei gave a thumbs up, "I can give this 'Lalamove' a try. Hmm, how about making a second-hand car?"
"Let's leave this to others."
Lu Fei waved his hand.
Xu Lei didn't force it, "When do you plan to start?"
"Why don't we wait until you and Li Hong come back from their honeymoon."
Lu Fei raised his tea cup and said, "You can take advantage of the rare free time now to make up for this honeymoon trip for Li Hong, and recharge your batteries. I'm afraid you will be busy when you come back."
"I can't help it. Who asked me to work for a black-hearted capital firm like you?" Xu Lei joked: "How are you doing there?"
"What?"
"What about the photovoltaic industry?"
"There is no rush. The leaders said that they will have to wait until there is a change of leadership, and then go through tomorrow's National Energy Conference and the Shanghai Photovoltaic International Summit before the final strategic plan can be finalized."
Lu Fei changed the subject, "However, the general direction has been made clear, which is to tilt the focus and resources of the photovoltaic industry to the west."
"Isn't that exactly what you plan?"
Xu Lei said happily: "Your silicon group is going to be developed."
“Not only that, but also photovoltaic inverters.”
Lu Fei raised his eyebrows. Logic and Huawei have each invested a lot of money and talents in domestic photovoltaic inverters in recent years. Logic even specially acquired Megavolt Aisuo, a leading string inverter company.
It is no exaggeration to say——
In China, only Huawei can compete!
“Hey, wouldn’t it mean that the tens of billions-level photovoltaic power plant market in the west should be divided between Logic and Huawei?!
Xu Lei's eyes widened in surprise.
"It's not 2, it's 7."
Lu Fei said lightly, "The tens of billions domestic market is simply not enough for so many family members. We have to join forces with Huawei to expand overseas markets and steal food from Samsung."
“Samsung’s photovoltaic inverter is the best in the world?”
Xu Lei rolled his eyes.
"Um."
Lu Fei nodded.
Relying on their first-mover advantages in technology and market, Samsung and Aisma have grown in the global photovoltaic market. Their combined market share exceeds 50%, putting them ahead of several other competitors.
Even if Logic includes Huawei, its global market share only accounts for 4%, and the bulk of it comes mainly from China's local market.
This time, we are going to join hands with Huawei to challenge Samsung’s position as the leader, and have a “Three Kingdoms” inverter with Germany and South Korea.
"You first took away Samsung's wafer foundry position, then sued Samsung for infringement of mobile phones and tablets. In the past two years, you also took away Samsung's number one position in memory chips. Now you are eyeing other people's photovoltaic inverters. Samsung is also
I am so unlucky to meet you..."
Xu Lei couldn't help but be filled with emotion.
"This is inevitable. If 'Made in China' wants to rise, it will inevitably overthrow the current position of 'Made in Sticks'. Neon, Europe, and the United States will not let anyone go."
