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阿里发力出行产业链 资本涌入或重构网约车市场格局

2020年1月7日 08:24  证券日报  

JINRI,ALIBABAZAICHUXINGLINGYUTOUZIZAIJIAMA。

ALIZAICHUXINGSHICHANGFALIYIJIU,CIQIANTOUZIDEHALUOCHUXING、YONGANXING、DIDICHUXING、GAODERUANJIAN、XIAOPENGQICHEDENGDENG,ZHEIXIEYIJINGCHENGWEICHUXINGSHICHANGXIFENLINGYUDETOUBUQIYE。

SHIJISHANG,JINGGUOQIANJINIANDEFENGKUANGKUOZHANG,WANGYUECHESHICHANGDEFAZHANYIJINGQUYULENGJING,DANRENGYOUBUSHAOXINRUJUZHE,BAOKUOCHUANTONGCHEQI、HULIANWANGDIANSHANGYIJIGELUZIBEN。

YENEIRENWEI,WANGYUECHESHICHANGRENGYOUHENDADEFAZHANKONGJIAN,YINWEIQICHESHICHANGDIMI,HUIYOUYUELAIYUEDUODECHEQIJINJUNWANGYUECHESHICHANGYIMOUQIUZHUANXING,WEILAICHUXINGSHICHANGMOSHIJIANGCHENGXIANDUOYUANHUA。

阿里全面发力出行全产业链

TIANYANCHASHUJUXIANSHI,2019NIAN12YUE17RI,HANGZHOUALIBABACHUANGYETOUZIGUANLIYOUXIANGONGSIXINZENGDUIWAITOUZI,BEITOUZIFANGWEIGUANGDONGXINDONGCHUXINGKEJIYOUXIANGONGSI。

GUANGDONGXINDONGCHUXINGKEJIYOUXIANGONGSICHENGLIYU2019NIAN1YUEFEN,GONGSIJINGYINGFANWEIBAOKUOWANGLUOYUYUECHUZUQICHEKEYUN、QICHEZULINDENG。12YUE17RI,GONGSIZHUCEZIBENYOU3500WANYUANXINZENGZHI5000WANYUAN,HUANJUHUASHUO,ALIBABAXINZHUZILE1500WANYUAN。

GONGKAIZILIAOXIANSHI,JUBUWANQUANTONGJI,ALIBABALIANTONGMAYIJINFUZAINEIDEJINGJITI,ZAICHUXINGLINGYUYIJINGTOUZIHUOBINGGOULECHAOGUO30JIAQIYE,BAOKUOHALUOCHUXING、YONGANXING、DIDICHUXING、GAODERUANJIAN、XIAOPENGQICHEDENG,HANGAILECHUXINGLINGYUSHANGXIAYOUQUANCHANYELIAN。

YINHEZHENGQUANFENXISHILIULANCHENGBIAOSHI,WANGYUECHEXINGYEGUIMOZENGSUFANGHUAN,CONGKUANGBENKUOZHANGJIEDUANMAIRUGUIFANHUAFAZHANSHIQI。DANSHIJISHANG,WANGYUECHESHICHANGZENGZHANGRENGYOUJIAODAKONGJIAN,ZIBENYIJICHEQIFENFENRUJUWANGYUECHESHICHANG,HUOJIANGCUJINGEJUZHONGGOU。

GENJUZHONGSHANGCHANYEYANJIUYUANSHUJU,2018NIANWANGYUECHEZAIYIXIANCHENGSHISHENTOULVCHAOGUO80%,ZAISANXIANYIXIACHENGSHISHENTOULVZAI57%ZUOYOU,ERGONGXIANGQICHEZAIYIXIANCHENGSHISHENTOULVJINWEI42.1%,WANGYUECHEHEGONGXIANGQICHEXINGYEZAIWEILAIRENGYOUJIAODAZENGZHANGKONGJIAN。

“DUIYUALILAISHUO,TAYAOZUOYIGEZONGHEXINGDENENGGOUHANGAIYISHIZHUXINGDEHULIANWANGPINGTAI,ZHEIYINGGAISHITADEMUBIAO。”RUIJIANGZIBENFUZONGCAIWANGERDEZAIJIESHOU《ZHENGQUANRIBAO》JIZHECAIFANGSHIBIAOSHI,YINWEICHUXINGDEPINLVFEICHANGGAOYESHIRENMENDEGANGXU,ZHEIKENDINGSHIALIBUHUICUOGUODEYIGELINGYU。

传统车企纷纷布局出行市场

QIANBUJIU,YIQI、DONGFENG、ZHANGANSANJIACHUANTONGCHEQIYUSUNING、TENGXUN、ALIBABADENG,GONGTONGDAZAODEXINXINGZHIHUICHUXINGPINGTAIT3ZHENGSHIZAINANJINGSHANGXIAN。

CONGNANJINGQIBUDET3JIANGZAI2019NIANJINRUZHONGQING、WUHAN、GUANGZHOU、HANGZHOU、TIANJINDENGCHENGSHI,XUANCHENGJIANGZAI2020NIANFUGAIJUEDADUOSHUSHENGHUICHENGSHI,TOUFANG30DUOWANLIANGCHE,BINGJIHUAYUNYING6NIANHOUTOUFANGCHAOGUOBAIWANLIANG。

YENEIRENWEI,ZUOWEIYIQIDENGCHUANTONGCHEQIHEDIANSHANGHULIANWANGHEZUODEWANGYUECHE,ZAICHUXINGXIABANCHANGLAISHAOQIANKUOZHANG,ZUIZHONGJIEJURUHESHANGYOUDAIGUANCHA。

JULEJIE,MUQIANZHENGGEWANGYUECHESHICHANGDAZHICUNZAISANZHONGMOSHI,DIYI,YIDIDIWEISHOUDEC2CQINGZICHANMOSHI;DIER,YICAOCAO、T3CHUXINGWEISHOUDEB2CZHONGZICHANMOSHI;DISAN,YIMEITUAN、GAODEDITUWEIDAIBIAODEHULIANWANGPINGTAIJUHEMOSHI。

WANGERDERENWEI,YUJIYIHOUCHUXINGLINGYUJIYOUQUANGUOXINGDEGONGSI,YEYOUQUYUXINGDEGONGSI,JIYOUB2CDEMOSHI,YEYOUC2CDEMOSHI,MOSHIHUIBIJIAODUOYUANHUA,BAOKUODUOZHONGYETAIDEGONGSI。

YOUYUQICHESHICHANGDIMI,BUSHAOCHUANTONGCHEQIDOUKAISHIBUJUCHUXINGLINGYUMOUQIUZHUANXING。2018NIANYILAI,ZHANGCHENG、SHANGQIDENGCHUANTONGCHEQIHEGAODE、XIECHENGDENGZIBENFENFENRUJUCHUXINGXINGYE。

2019NIAN12YUEFEN,JILIYUDAIMULEHEZIZAIZHONGGUOTUICHULEGAODUANGONGXIANGCHUXINGPINPAI--BENCHI·YAOCHUXING,MUQIAN,YAOCHUXINGYICAIYONGMEISAIDESI-BENCHISJIJIAOCHE、EJIJIAOCHEHEVJISHANGWUCHEZUOWEIYUNYINGCHEXING,BINGKAISHIZAIHANGZHOUZHENGSHIQIDONGYUNYING,JIANGYU2020NIANXIANGGENGDUOSHICHANGTUICHU。

“CHEQIDEYOUSHIZAIYUKEYITIGONGGENGBIAOZHUNHUADEFUWUHEGENGBIAOZHUNHUADECHELIANG。”WANGERDEBIAOSHI,DANCHEQIDEQUEDIANYEHENMINGXIAN,YINWEICHEQISHIB2CDEMOSHI,CHENGBENHENDA,DAOZHIYUNLIXIAOLVHENDI。YONGHUDEDIYIXUQIUSHINENGKUAISUDIDADAOCHE,ZHEIYAOQIUYUNYINGGONGSIYOUZUGOUDEYUNLI,DIERXUQIUCAISHIDALEYILIANGBIJIAOHAODECHE。CONGZHEIGEJIAODULAIKAN,C2CDEMOSHIMINGXIANYOUYUB2CMOSHI。WEILAIB2CHEC2CHUICHUXIANYIDINGCHENGDUDERONGHE。DIDIHUOXUYIHOUWEILEBAOZHENGFUWUBIAOZHUNHUA,YEHUIDALIANGGOUZHICHELIANG,YANGQUANZHISIJI。

TARENWEI,YOUYUSHUANGZHENGHEHEGUIXINGDECUNZAI,WANGYUECHESHICHANGCUNZAIFEICHANGDADEBUQUEDINGXING。YOUXIEWANGYUECHE90%DECHELIANGHESIJIBINGMEIYOUCHIYOUSHUANGZHENG,TADETILIANGWEIBIYOUNEIMEDA。ZAIDISANFANGPINGTAIZHIWAI,CHEQIJINJUNWANGYUECHESHIYIGEFEICHANGDADEQUSHI,HUIYOUYUELAIYUEDUODECHEQIJINRUCHUXINGSHICHANG。

编 辑:值班记者
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