D 1 is a model made by BYD, but rarely. The appearance of D 1 was not unveiled by BYD, but was completed by Cheng Wei, the founder of Didi.
Obviously, Didi will be "reshaped".
Changed the life of the OEM? It is a good thing that the upstream industrial chain is divided by Didi.
It seems that D 1 reshapes a model around the travel experience of online car. However, by 2030, when Didi launches DX models as planned, it may reshape the entire automobile industry.
For automobile manufacturers, customers are very important, which is not only related to the current automobile sales, but also the data generated by customers in the Internet era has become an important asset for automobile manufacturers to increase user stickiness, complete system closed loop and accelerate product iteration.
The emergence of D 1 is not only the improvement of the online car experience for Didi. According to the official introduction of Didi, D 1 is equipped with a self-developed vehicle system DIIA. Didi App can interact with the in-vehicle system and the in-vehicle hardware to obtain the car experience and data in two stages of driving in time. The data displayed by Didi in D 1 test drive is even more amazing. Every car in the country is monitored in the background through the "God's perspective", such as power, mileage and remaining power. Real-time display of the vehicle's condition, even the failure rate of the vehicle in the past week and the air quality inside the vehicle.
D 1 completely intercepts user data in Didi's hands, and users directly contact Didi products. BYD is just a foundry. Just like * * * enjoying a bicycle, users only know that they are riding a green orange bicycle, and it doesn't matter who produced the green orange bicycle.
For BYD, in the short term, it seems that the production and sales of 1 10,000 vehicles have been completed in five years. However, without customer equity and brand equity, BYD is likely to lose its product iteration ability in the future, and more importantly, its market pricing power.
Cheng Wei said at the D 1 conference that in the future 10, it is common sense in the industry to increase the proportion of * * * trips to 30%. Didi enjoys a monopoly position in the travel industry. In other words, Didi's future goal is to cut 30% of the cakes in the market.
In the first half of 2020, FAW-Volkswagen, which has the largest domestic market share, has a market share of 1 1%, and SAIC Volkswagen, the second largest, has a market share of 7.5%. Together with SAIC-GM in the third place and Geely Automobile in the fourth place, the total market share of the top four is 33%.
Cheng Wei said that Didi is committed to preventing everyone from buying a car, and Didi provides travel solutions to the public. In the future, there will only be D 1, D2, D3 ... DX models on the market. As for the upstream industrial chain, Cheng Wei said that it is good to divide it from Didi.
However, how to divide the profits is fair? 20 17 The leasing company that cooperated with Didi reported that Didi prohibited Geely Emgrand EV from operating on the Didi platform because of uneven distribution of benefits.
Once an agreement cannot be reached on distribution and users are lost, will Didi DX be produced by BYD in the future? For OEMs outside BYD, their market share will definitely not stand the impact of Didi's means of burning money.
It is a question worth thinking about whether to become a foundry of Didi or insist on being a car brand. After all, as a partner, being abandoned by Didi is a recurring thing in the development of Didi.
Become the largest taxi company through D 1
Since the second half of this year, Didi's car rental partners in various places have started hand-to-hand combat with Didi. This direct battle, starting from 20 18, laid the groundwork for Didi to establish the torrent alliance.
In the city where Didi operates, the city partner, that is, the CP statement that Didi people often use, is a very important role. When Didi expanded rapidly in cities across the country through online car service, Didi relied on partners to obtain local vehicles and drivers. In some places where Didi has no city manager, the partner has even become the exclusive agent of Didi.
Most of these CPS are car rental companies, have their own cars, and belong to Didi, helping Didi recruit drivers and carry out urban operations.
However, the establishment of the torrent alliance means that Didi will directly obtain vehicles through the garage, and the break between the two sides has laid the groundwork.
Since the beginning of this year, Didi has begun to introduce the central warehouse system, which is the delivery center. Didi began to prohibit leasing companies from directly recruiting drivers, but required all drivers to register through Didi and pick up their cars from the central warehouse of Didi, otherwise they would not be approved. The leasing company has lost direct contact with the driver, focusing on all the business of the owner, including loans, insurance and after-sales. Except for the rental fee. Not only that, the rental company's vehicles are linked to the central warehouse, and management fees need to be paid to Didi.
After Didi monopolized the network car traffic, through the central warehouse, Didi became the "landlord" and charged "rent" to the original CP. At the same time, by intercepting drivers, I also took over the business of auto finance and auto aftermarket.
Affected by the epidemic and the central warehouse, Didi's CP leasing company is in danger of bankruptcy in Chongqing and Ningbo.
Why is Didi confident to abandon the city CP? The reason is D 1. With the landing of D 1, Didi just took this opportunity to shuffle the capacity.
The policy of the Ministry of Transport on renting a car online is implemented on 20 16 1 1. Among them, the maximum service life of the network car is required to be 8 years, and it is necessary to withdraw from the operation when it expires. The new network car will be completely new energy. In other words, by 2025, all online car-related vehicles will be reshuffled, from tank trucks to new energy vehicles. At present, the total number of all compliant vehicles in China is 6,543,800+0,400.
This is precisely the vision given by Didi when it launched D 1 By 2025, D3 will be listed and the delivery volume will reach 1 10,000 vehicles.
It can be predicted that in the next five years, Didi will clean up the city CP and directly operate D 1. By 2025, Didi will not only monopolize the travel market, but also become the largest taxi company in China.
Didi self-operated D 1, abandoned city CP. This scene is familiar. For example, Didi once owned a car and abandoned a taxi. Whether Didi will completely abandon the foundry of D 1 in the future is still unknown. However, whether Didi and the foundry of D 1 can always cooperate in all directions is a known number with a probability of 0.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.