Chapter 69: Schrödinger's First Place

Since the beginning of this year, the exposure rate of the ride-hailing industry has been very high.

Not long ago, the lively subsidy war has become a hot topic of concern for the whole name, although the subsidy is now much less than before, and it seems that it is only a matter of time before it is abolished.

However, the media has not easily let go of this problem, and all kinds of relevant and unrelated so-called experts and scholars, as well as media commentators, have popped up and commented on it.

In this process, the three parties involved in Wanli Travel, Dudu Taxi and Kuaidu Taxi have all been directly or indirectly involved, and as for BAT, of course, they will not respond by surrendering their identities.

Lin Yi soon found that Liu Jianni's suggestion came in a very timely manner, because Dudu and Kuaidu were already paving the way for their respective industry positions after the subsidy war.

For example, in the earliest Kuaidu, Chen Weixing threw out the news that the number of registered users had exceeded 100 million when he was interviewed at the end of March.

In fact, it is very easy to register users of taxi software, and the three of them all adopt the simplest registration method, that is, as long as you have a mobile phone number, you can place an order.

More than 100 million users sounds like a lot, but Wanli Travel and Dudu will only take a taxi more than it, not less than it.

Of course, a lot of it coincides.

Then in April, Cheng Wei announced in media reports that Dudu's taxi service had entered 236 cities across the country.

Before the subsidy war began, the most active among the three Kaesong was Wanli Travel, and Lin Yi completed the entry of 50 cities by the end of 13.

The layout of Dudu is slightly different from that of Kuaidu, and the coverage of the subsidy war is also different, with the former having 32 cities and the latter having 40.

After the subsidy was opened, Lin Yi's pace slowed down, because Wanli Travel has covered major large and medium-sized cities across the country.

The rest can be collectively referred to as the "sinking market", which is only meaningful in terms of statistical quantity, and has no impact on the actual battle situation of the three companies.

However, in just a few months, they have been able to cope with the subsidy war while making this big expansion in coverage, Lin Yi expressed doubts.

In short, the start-up company is bragging to the outside world, and it must be discounted.

After discussing with Liu Jianni, Lin Yi jointly invited a third-party investigation agency in the name of Wanli Travel and Xiong Factory to entrust it to issue an industry report on the current share of the taxi market.

The results speak for themselves.

In terms of the most critical market share indicator, Wanli Travel has a 10 percentage point advantage over Dudu Taxi, and Kuaidu is not even half of any of the top two, which has obviously widened the gap.

One of the most obvious evidence is that, according to a separate survey of several key cities listed in the report, as a brand developed with the support of Factory A and headquartered in Lin'an, almost all of its market share in the city has been surpassed by Wanli Travel.

With the release of this report, Wanli Travel has publicized the news of the first place in the taxi market in various internal and external announcements and publicity drafts.

At the same time, it was also announced that the number of registered users of Wanli Travel exceeded 100 million, the number of registered drivers exceeded 1 million, and the average daily orders have exceeded 5 million, making it the largest daily order trading platform for mobile Internet.

With this data as a back-up, the report is less dry, and the conclusions are more credible.

In fact, as early as the end of last year, Lin Yi and Li Robin announced at their respective annual meetings, but at that time, the subsidy war had not yet ended, and it was obviously only a phased achievement.

As for this time, it is a bit of a final conclusion.

The other two reacted differently to this, and Kuaidu's response was to remain silent, and the official statement was that "Kuaidu still maintains a good momentum of rapid growth." ”

However, Chen Weixing himself expressed his disdain for Wanli Travel in a less formal public occasion, believing that they were just lucky to pick up the advantage of this subsidy war.

Dudu is different, although there is no public response to the news, but soon another investigation report appeared on the Internet, the results of which show that Dudu still maintains the leading position in the country's taxi industry.

Silence is better than sound, obviously Cheng Wei did not admit that Wanli Travel claimed to be the first.

So the media rushed over like a cat smelling fishy and asked the two companies to comment on the contradictory claims of the two reports.

Lin Yi didn't want to come forward to break these things in person, to be honest, he didn't like to face the camera very much, and he had deliberately hyped himself up when he was preparing for a trip of thousands of miles before, which was just an expedient measure required by the situation.

However, Liu Jianni insisted that he should deliver the signal.

Because as the founder and CEO of Wanli Travel, the person who can best represent the company in the eyes of the outside world, or itself is its personified symbol, which is his unshirkable responsibility.

Lin Yi respected this opinion, so after the company's team drafted the response, he came forward for an interview:

"I understand that the investigation agencies will use different methods, not to mention that there will always be a certain error in the sampling method, which does not mean that the results of both sides are unscientific."

Decent people quarrel with elegance, his tone is not too aggressive, a little for each of them before saying:

"However, I am very confident in the first position in the taxi industry, in fact, if we are all willing to take a taxi, we don't need any third-party investigation reports, as long as we each come up with our own background data to compare."

This was a positive response, so they used this to find Dudu to take a taxi, but as expected, Dudu did not answer.

In short, Lin Yi and Cheng Wei will not take this kind of verbal fight too seriously, and the facts will not change because of someone's hard mouth.

For Lin Yi, the most important significance of this matter is not this.

The reason why this investigation was conducted by Wanli Travel and Xiongchang together was because when the Xiongchang investment was made in October last year, the two parties had a performance commitment to make a bet.

If Wanli Travel does not meet the requirements of market share, Xiongchang will take away 40% of its equity, so it is not too far from Lin Yi and them losing control.

At that time, it was agreed that the deadline was half a year, but now it is April 2014, and the half-year period has arrived, so it is necessary to check the results.

Therefore, the results of that report are not the embodiment of Lin Yi's recharge, after all, under the supervision of the bear factory, it is basically able to truly feedback the market situation.

Fortunately, Xiong Factory is not like all take a taxi, and he is unwilling to admit the truth, Li Robin is very happy and happy to accept this result.

Oh yes, since Robin Li told Lin Yi about his next plan, now Bear Factory's takeaway business has gone online.

Like the group buying business, Xiongchang Takeaway has received a lot of financial support from Li Robin, which has caused a lot of pressure on opponents such as each group, Dianping, and Eleme.

So in the short term, his main focus will probably be on those business directions.

In short, in a peaceful atmosphere, the two parties confirmed the achievement of the performance commitment in the form of a supplementary agreement, so that the current shareholding structure of Wanli Travel has been stabilized.

This means that it is ready for the next round of funding.