to the data published by China Traffic Management Bureau, in the first half of
2018, the number of motor vehicles in China reached 319 million, of which 180
million (79%) was represented by small passenger cars and mini-cars (private
the unbalanced development of urban resources and the number of cars, the
contradiction between car ownership rate and private car usage rate has
deepened, and the environmental protection situation has become increasingly
severe. More and more people have realized that cars will transition from
traditional roles to “mobility travel solution”, and that mobility itself will
become even more important than vehicles.
services in China
with the development of technology and the prosperity of the sharing economy,
people have gradually accepted the concept of “use” instead of “own”. As the
shared bicycle market is no longer a hot topic, the public has turned its
attention to carsharing. In August 2017, two Chinese national authorities
announced a document explicitly (instructions regarding to the microcars
mobility market development), which encouraged the development of the carsharing
market. Local authorities are also exploring and constructing relevant laws and
regulations for the carsharing market, which still need to be improved.
present, there are more than 100 carsharing companies in China, a high
proportion of them are involved with some OEMs. SAIC and BAIC occupied a large
amount of the market, operating in many cities, and has accumulated a certain
number of users. In addition, Changan, Great Wall, Dongfeng, Lifan, Zhongtai
and other domestic brands have also entered the market through independent
operation or financial investment. European OEMs such as BMW and Daimler have
used the existing brand vehicles based on the original international travel
service brands to carry out carsharing business in China. In addition, apart
from the carsharing brands with an OEM influence, there are a number of
independent brands in the market, such as Like, Ponycar, QK2go, etc. The mobility
service giant Didi travel has also recently launched the carsharing business.
However, most of these independent brands are still operating in a small number
of fleets and only providing service in a few of cities.
asset is one of the features of carsharing market, which need to consider
resource integration, and relies on local policy supports, such as parking
spaces, construction of charging piles, and vehicle licenses in tier-1 cities,
different company has different service process. The primary problem that
currently plagues most carsharing companies is the profitability problem, this
industry is still in the investment stage. Most companies currently rely on the
parent company or market financing methods to continue operations. How to
develop a profitable operation model and apply it is a problem for all
carsharing companies. At present, unlike the carsharing platforms, the P2P
sharing model represented by the platform of atzuche, Ready to share, START,
etc. is also operating in several cities.
services in China
from carsharing, the driver services represented by ridesharing has already
matured in China. At present, Didi still occupies a large share in the
ridesharing market, but the situation has changed. With the strict
implementation of the new regulations in online-hailing, the market share of
Didi has declined. Different from the model of C2C, which is represented by
Didi, the B2C ridesharing platform represented by Geely's Caocao zhuanche and
Shouqi Group's Limousine & Chauffeur is more and more popular among users. The C2C model can
use private vehicles for resource integration and utilization, but at the same
time, it will also bring some problems such as security risks, poor services,
and illegal compliance. The B2C platform can focus on providing users with
legally compliant vehicles and well-trained drivers to provide high standards
of travel services.
present, the traditional OEMs have also entered the online-hailing market, the
Great Wall launched Olachuxing, SAIC launched Xiangdao chuxing, JAC launched
Hexingyueche, Dongfeng launched DFgo and so on. Beyond Chinese car companies,
BMW has obtained the online-hailing license and became the first foreign
company which is able to provide online car service in China. Daimler, Ford and
other companies are also planning to enter the domestic market.
online-hailing platform with OEMs background will undoubtedly win the favour of
the government in obtaining the online-hailing license and other policy
supports. For these OEMs, the construction online-hailing platform can not only
consume a number of vehicles and expand the new sales channels of electric
vehicles, but also obtain user driving habits data to optimize production
design. Many online-hailing platforms are also working with local traditional
taxi platforms, enabling users to call traditionally charged taxis as well.
Most of the platform's carpooling business is currently suspended, affected by
regulations and public.
mobility service in the future should not be limited to a single solution. For
example, BAIC mobility, which is a subsidiary of BAIC, will integrate several
mobility service companies under BAIC and launch a variety of travel solutions,
including carsharing, ridesharing vehicles, and taxis etc. Not only BAIC, a
considerable number of car companies are deploying various types of travel
services, such as SAIC, Dongfeng, Great Wall and Geely. Realizing the
integration of resources for various mobility solutions, providing a one-stop
solution is currently the development direction of
mobility service platforms.
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