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Jasterloo

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- JasterlooJasterloo
  ·2021-07-21
  Gogogo
  With slowing revenue growth and difficulty in user growth, is Momo entering the "product seeding" business to save itself?
  日前据媒体报道，陌陌将于近期推出一款种草社交类APP“树莓”，从目前透露出产品图上看，树莓APP更类似于小红书，用户可以在上面创作笔记，并与同城用户互动分享。AI财经社向陌陌方面求证，但对方并未对此正
  With slowing revenue growth and difficulty in user growth, is Momo entering the "product seeding" business to save itself?
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- JasterlooJasterloo
  ·2021-07-16
  Good
  Meituan Taxi Declares War with Driver Supply Guarantee Plan, and Network Car War Reappears Smoke
  美团此时针对司机推出保供计划，无疑是在为升温的网约车大战加码。时隔多年的网约车大战在本周持续被点燃。 7月15日，美团打车司机权益保障委员会（简称司委会）宣布面向司机启动“夏季出行保供计划”，包括
  Meituan Taxi Declares War with Driver Supply Guarantee Plan, and Network Car War Reappears Smoke
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- JasterlooJasterloo
  ·2021-07-16
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Judging from the product images revealed so far, the Raspberry APP is more similar to Xiaohongshu, where users can create notes and interact and share with users in the same city. AI Finance contacted Momo for verification, but they did not respond directly.</p><p>Some analysts say that Momo is facing growth bottlenecks in terms of revenue and users in the area of stranger social networking, and the company is trying to explore launching new products to seek a breakthrough.</p><p>traffic anxiety</p><p>Momo was founded in 2011 and listed on NASDAQ in the United States in December 2014. On its first day of trading, its stock price closed at $17.02, a 26.07% increase from the issue price. The company's market capitalization reached $3.174 billion. Its founder and CEO, Tang Yan, was Momo's largest shareholder at the time, with a net worth of over $800 million.</p><p>After its IPO, 2015-2017 was a golden period for Momo's development. By 2018, its stock price had reached a peak of over $50, with a total market capitalization of tens of billions of US dollars. However, its revenue growth rate began to decline continuously after that. Since the first quarter of 2018, Momo's revenue growth rate has declined for 10 consecutive quarters.</p><p>In 2020, Momo's total revenue was 15.024 billion yuan, a year-on-year decrease of 11.7%; Net profit was 2.104 billion yuan, a year-on-year decrease of 29.2%.</p><p>While both revenue and net profit declined, Momo's monthly active users also performed poorly. Its monthly active users were 113.3 million, 114.5 million, and 113.8 million in 2018, 2019, and 2020, respectively, with virtually no growth. Momo's Q1 2021 financial report released in June this year showed that in March 2021, the monthly active users of Momo's main APP grew to 115.3 million, but the growth rate was still relatively small. This is a fatal problem for a social media app.</p><p><img src=\"https://static.tigerbbs.com/ad7e74d5f2908b124e1cbd3d8e99341f\" tg-width=\"688\" tg-height=\"421\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In terms of profitability, Momo's revenue at the beginning of its IPO mainly consisted of three parts: user membership fees, game revenue and other categories (including paid emojis, mobile marketing, etc.). In the fourth quarter of 2015, Momo introduced its live streaming business, which has since become Momo's main source of revenue. But with<a href=\"https://laohu8.com/S/DYIN\">TikTok</a>The rise of apps like Kuaishou and oul has led to competition for streamers, and its live streaming business is gradually \"unable to hold on\".</p><p>In the first quarter of 2020, Momo's live streaming service revenue was 2.332 billion yuan, a year-on-year decrease of 13%. Momo explained this by the impact of the pandemic, which led to a decrease in the willingness of top users to pay. However, in the first quarter of 2021, its live streaming revenue continued to decline by 16% to 1.962 billion yuan.</p><p>It is worth mentioning that Soul, another social software launched in 2016, applied for an IPO in the United States in May 2021, with a valuation of up to $2 billion. However, the day before its listing on June 23, it suddenly announced the suspension of its IPO.</p><p>Soul focuses on \"Soul social networking\" and once claimed to be the \"first social networking stock in metaverse\". According to its prospectus, Soul recorded net losses of RMB 299.5 million, RMB 488 million and RMB 383 million in 2019, 2020 and the first quarter of 2021 respectively, with monthly active users of 11.5 million, 20.8 million and 33.2 million respectively during the same period. During the reporting period, Soul's advertising expenses reached 197 million yuan, 600 million yuan, and 460 million yuan, respectively. Soul's user growth was achieved by investing huge sums in advertising.</p><p>However, this also shows that not only Momo, but all domestic social software companies are facing difficulties in profitability and user growth. Creating new products and seeking a second growth curve has become an inevitable choice for them.</p><p><img src=\"https://static.tigerbbs.com/1a08f5f91648dd332ad73f536550a98d\" tg-width=\"2500\" tg-height=\"1662\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Major manufacturers are vying to \"plant\" products.</p><p>According to media reports, sources indicate that the Raspberry APP is preparing to move closer to Xiaohongshu.</p><p>According to AI Finance, the \"product seeding\" business has actually become a target for many major internet companies.</p><p>In May 2019,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>A product called \"CHAO Community\" was quietly launched. In the application email sent to users, it said, \"This is a trendy men's product recommendation community. There are some men who know how to play CHAO, and there are men's favorite trendy outfits, popular sneakers, fun interests and cutting-edge technology products.\"</p><p>Later, the APP was updated to a trendy toy community, and its description changed from \"recommending good products for male users and providing information on trendy items\" to \"a toy world that both boys and girls can play with\".</p><p>February 2020,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>The APP has launched \"Pin Xiaoquan,\" where users can share their shopping records for other users to like and comment on. Pinduoduo officially stated that the feature \"allows consumers to understand real product reviews, resolve trust issues, and provide a reference for consumers' purchasing decisions.\" In this way, users can make decisions about recommending and removing products based on their friends' buying experiences.</p><p>In May 2021, Alibaba launched \"Foodie Notes,\" positioned as a food recommendation product, with content formats including text, images, and short videos.</p><p>according to<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>The report states that, unlike traffic marketing models, the \"product recommendation\" marketing model, which provides audiences with an intuitive and authentic experience, is generally more popular with Generation Z. However, the products of the three companies mentioned above have not yet made a significant splash. Looking back at Xiaohongshu, a domestic celebrity product recommendation company, it not only faces numerous difficulties in monetizing its traffic, but also receives a constant stream of negative news such as fake notes and pornography. Recently, it has been rumored that it has abandoned its plan to list in the United States due to strengthened regulations.</p><p>Momo and others have started the \"product recommendation\" business, and the traffic anxiety behind it is understandable, but the future may not be as bright as they imagine.</p><p><img src=\"https://static.tigerbbs.com/2cb2c166b7715ad3d797e7179a80f103\" tg-width=\"2500\" tg-height=\"1667\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With slowing revenue growth and difficulty in user growth, is Momo entering the \"product seeding\" business to save itself?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith slowing revenue growth and difficulty in user growth, is Momo entering the \"product seeding\" business to save itself?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">AI财经社</strong><span class=\"h-time small\">2021-07-21 23:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>According to recent media reports,<a href=\"https://laohu8.com/S/MOMO\">Momo</a>A social APP called \"Raspberry\" will be launched soon. Judging from the product images revealed so far, the Raspberry APP is more similar to Xiaohongshu, where users can create notes and interact and share with users in the same city. AI Finance contacted Momo for verification, but they did not respond directly.</p><p>Some analysts say that Momo is facing growth bottlenecks in terms of revenue and users in the area of stranger social networking, and the company is trying to explore launching new products to seek a breakthrough.</p><p>traffic anxiety</p><p>Momo was founded in 2011 and listed on NASDAQ in the United States in December 2014. On its first day of trading, its stock price closed at $17.02, a 26.07% increase from the issue price. The company's market capitalization reached $3.174 billion. Its founder and CEO, Tang Yan, was Momo's largest shareholder at the time, with a net worth of over $800 million.</p><p>After its IPO, 2015-2017 was a golden period for Momo's development. By 2018, its stock price had reached a peak of over $50, with a total market capitalization of tens of billions of US dollars. However, its revenue growth rate began to decline continuously after that. Since the first quarter of 2018, Momo's revenue growth rate has declined for 10 consecutive quarters.</p><p>In 2020, Momo's total revenue was 15.024 billion yuan, a year-on-year decrease of 11.7%; Net profit was 2.104 billion yuan, a year-on-year decrease of 29.2%.</p><p>While both revenue and net profit declined, Momo's monthly active users also performed poorly. Its monthly active users were 113.3 million, 114.5 million, and 113.8 million in 2018, 2019, and 2020, respectively, with virtually no growth. Momo's Q1 2021 financial report released in June this year showed that in March 2021, the monthly active users of Momo's main APP grew to 115.3 million, but the growth rate was still relatively small. This is a fatal problem for a social media app.</p><p><img src=\"https://static.tigerbbs.com/ad7e74d5f2908b124e1cbd3d8e99341f\" tg-width=\"688\" tg-height=\"421\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In terms of profitability, Momo's revenue at the beginning of its IPO mainly consisted of three parts: user membership fees, game revenue and other categories (including paid emojis, mobile marketing, etc.). In the fourth quarter of 2015, Momo introduced its live streaming business, which has since become Momo's main source of revenue. But with<a href=\"https://laohu8.com/S/DYIN\">TikTok</a>The rise of apps like Kuaishou and oul has led to competition for streamers, and its live streaming business is gradually \"unable to hold on\".</p><p>In the first quarter of 2020, Momo's live streaming service revenue was 2.332 billion yuan, a year-on-year decrease of 13%. Momo explained this by the impact of the pandemic, which led to a decrease in the willingness of top users to pay. However, in the first quarter of 2021, its live streaming revenue continued to decline by 16% to 1.962 billion yuan.</p><p>It is worth mentioning that Soul, another social software launched in 2016, applied for an IPO in the United States in May 2021, with a valuation of up to $2 billion. However, the day before its listing on June 23, it suddenly announced the suspension of its IPO.</p><p>Soul focuses on \"Soul social networking\" and once claimed to be the \"first social networking stock in metaverse\". According to its prospectus, Soul recorded net losses of RMB 299.5 million, RMB 488 million and RMB 383 million in 2019, 2020 and the first quarter of 2021 respectively, with monthly active users of 11.5 million, 20.8 million and 33.2 million respectively during the same period. During the reporting period, Soul's advertising expenses reached 197 million yuan, 600 million yuan, and 460 million yuan, respectively. Soul's user growth was achieved by investing huge sums in advertising.</p><p>However, this also shows that not only Momo, but all domestic social software companies are facing difficulties in profitability and user growth. Creating new products and seeking a second growth curve has become an inevitable choice for them.</p><p><img src=\"https://static.tigerbbs.com/1a08f5f91648dd332ad73f536550a98d\" tg-width=\"2500\" tg-height=\"1662\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Major manufacturers are vying to \"plant\" products.</p><p>According to media reports, sources indicate that the Raspberry APP is preparing to move closer to Xiaohongshu.</p><p>According to AI Finance, the \"product seeding\" business has actually become a target for many major internet companies.</p><p>In May 2019,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>A product called \"CHAO Community\" was quietly launched. In the application email sent to users, it said, \"This is a trendy men's product recommendation community. There are some men who know how to play CHAO, and there are men's favorite trendy outfits, popular sneakers, fun interests and cutting-edge technology products.\"</p><p>Later, the APP was updated to a trendy toy community, and its description changed from \"recommending good products for male users and providing information on trendy items\" to \"a toy world that both boys and girls can play with\".</p><p>February 2020,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>The APP has launched \"Pin Xiaoquan,\" where users can share their shopping records for other users to like and comment on. Pinduoduo officially stated that the feature \"allows consumers to understand real product reviews, resolve trust issues, and provide a reference for consumers' purchasing decisions.\" In this way, users can make decisions about recommending and removing products based on their friends' buying experiences.</p><p>In May 2021, Alibaba launched \"Foodie Notes,\" positioned as a food recommendation product, with content formats including text, images, and short videos.</p><p>according to<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>The report states that, unlike traffic marketing models, the \"product recommendation\" marketing model, which provides audiences with an intuitive and authentic experience, is generally more popular with Generation Z. However, the products of the three companies mentioned above have not yet made a significant splash. Looking back at Xiaohongshu, a domestic celebrity product recommendation company, it not only faces numerous difficulties in monetizing its traffic, but also receives a constant stream of negative news such as fake notes and pornography. Recently, it has been rumored that it has abandoned its plan to list in the United States due to strengthened regulations.</p><p>Momo and others have started the \"product recommendation\" business, and the traffic anxiety behind it is understandable, but the future may not be as bright as they imagine.</p><p><img src=\"https://static.tigerbbs.com/2cb2c166b7715ad3d797e7179a80f103\" tg-width=\"2500\" tg-height=\"1667\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072121052379d5f905&s=b\">AI财经社</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2cb2c166b7715ad3d797e7179a80f103","relate_stocks":{"MOMO":"挚文集团"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072121052379d5f905&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2153264615","content_text":"日前据媒体报道，陌陌将于近期推出一款种草社交类APP“树莓”，从目前透露出产品图上看，树莓APP更类似于小红书，用户可以在上面创作笔记，并与同城用户互动分享。AI财经社向陌陌方面求证，但对方并未对此正面回应。\n有分析称，针对陌生人社交方面，陌陌陷入营收和用户方面的增长瓶颈，公司试图探索上线新产品以寻求突破。\n流量焦虑\n陌陌诞生于2011年，2014年12月在美国纳斯达克挂牌上市，上市首日股价报收于17.02美元，较发行价大涨26.07%，公司市值达31.74亿美元，其创始人、CEO唐岩当时作为陌陌最大股东，身家超过8亿美元。\n上市后，2015-2017年是陌陌发展的黄金时期，到了2018年，其股价一度最高点超过50美元，总市值达百亿美元规模，但之后其营收增速就开始了持续下滑。自2018年第一季度以来，陌陌收入增速连续10个季度持续降低。\n2020年，陌陌全年营收为150.24亿元，同比下降11.7%；净利润为21.04亿元，同比下滑了29.2%。\n营收、净利双降的同时，陌陌月活表现同样不佳。其2018年、2019年、2020年月活用户分别为1.133亿、1.145亿和1.138亿，基本没有增长。今年6月陌陌发布的2021年第一季度财报显示，在2021年3月，陌陌的主APP月度活跃用户增长到1.153亿，但增长幅度仍然较小。而这对于一个社交软件来说，是致命问题。\n\n在盈利方面，上市之初陌陌的收入主要由三部分组成：用户会员费、游戏收入及其他类(包含付费表情、移动营销等)。2015年第四季度，陌陌引入直播业务，此后该业务成为陌陌最主要的营收来源。但随着抖音、快手以及oul等应用崛起对主播的争夺，它的直播业务也逐渐“撑不住了”。\n2020年第一季度，陌陌的直播服务营收23.32亿元，同比下降13%，陌陌将此解释为疫情影响下导致顶部用户付费意愿降低。但在2021年第一季度，其直播收入继续下滑了16%至19.62亿元。\n值得一提的是，另外一家在2016年上线的社交软件Soul，已于2021年5月申请赴美上市，估值高达20亿美元。但在6月23日上市前一天，其突然宣布暂停IPO。\nSoul主打“灵魂社交”，曾号称要成为“社交元宇宙第一股”。从其招股书来看，2019年、2020年、2021年第一季度，Soul分别录得净亏损2.995亿元、4.88亿元、3.83亿元，同期月活用户数分别为1150万、2080万、3320万。报告期内，Soul的广告费用支出却达到1.97亿元、6亿元和4.6亿元。Soul的用户增长是砸入巨额的广告费用换来的。\n但由此也可见，不仅是陌陌，国内的社交软件已均在面临盈利和用户增长困境。打造新产品，寻找第二增长曲线，成为它们的必然选择。\n\n大厂争相“种草”\n根据媒体报道，有消息人士表示，树莓APP准备向小红书靠拢。\n据AI财经社了解，“种草”业务实际上已成为不少互联网大厂布局的对象。\n2019年5月，知乎悄悄上线了一款产品“CHAO社区”，其向用户发送的申请邮件中，称“这是一个潮流的男生种草社区，有一些CHAO会玩的男生，有男生最爱的潮流穿搭、火爆球鞋、玩乐兴趣和黑科技产品”。\n后来，该APP更新为潮流玩具社区，其介绍也从“为男性用户推荐好物，并提供关于潮流单品”转变为“这是一个男生女生都能玩得转的玩具大世界”。\n2020年2月，拼多多APP上线“拼小圈”，用户可以在上面分享自己的购物记录，供其他用户点赞和评论。拼多多官方称，该功能“让消费者了解商品真实评价信息，解决信任问题并为消费者的购买决策做参考”。这样一来，用户可以根据好友的购买感受来做种草和拔草决策。\n2021年5月，阿里上线“吃货笔记”，定位美食种草类产品，内容形式包含图文、短视频等。\n据中信证券报告，与流量营销模式不同，能够带给观众直观且真实体验的“种草”模式营销普遍更受到Z世代的欢迎。但目前以上三家的产品水花目前都还不大。而回顾国内明星种草公司小红书，不仅流量变现困难重重，虚假笔记、涉黄等负面新闻不断，最近更是传出由于监管加强而放弃赴美上市计划。\n陌陌等纷纷做起“种草”生意，其背后的流量焦虑可以理解，但未来可能并不如它们想象般美好。","news_type":1,"symbols_score_info":{"MOMO":0.9}},"isVote":1,"tweetType":1,"viewCount":4508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147540095,"gmtCreate":1626366716617,"gmtModify":1703758870728,"author":{"id":"3582606750180670","authorId":"3582606750180670","name":"Jasterloo","avatar":"https://static.tigerbbs.com/bd293e3b462553bf279e50af31eb6514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582606750180670","idStr":"3582606750180670"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147540095","repostId":"2151278885","repostType":4,"repost":{"id":"2151278885","kind":"news","pubTimestamp":1626362053,"share":"https://ttm.financial/m/news/2151278885?lang=en_US&edition=fundamental","pubTime":"2021-07-15 23:14","market":"us","language":"zh","title":"Meituan Taxi Declares War with Driver Supply Guarantee Plan, and Network Car War Reappears Smoke","url":"https://stock-news.laohu8.com/highlight/detail?id=2151278885","media":"第一财经","summary":"美团此时针对司机推出保供计划，无疑是在为升温的网约车大战加码。\n\n时隔多年的网约车大战在本周持续被点燃。\n7月15日，美团打车司机权益保障委员会（简称司委会）宣布面向司机启动“夏季出行保供计划”，包括","content":"<p><div>At this time, the US Mission launched a supply guarantee plan for drivers, which is undoubtedly adding weight to the heating online car-hailing war. After many years, the online car-hailing war continues to be ignited this week. On July 15th, the Meituan Taxi Driver Rights Protection Committee (referred to as the Division Committee) announced the launch of the \"Summer Travel Supply Guarantee Plan\" for drivers, including incentives such as upgrading driver recruitment benefits, peak awards, full-day awards, single stream awards and recommendation rewards for new drivers, so as to increase drivers' income and solve the problem of insufficient number of drivers. Meituan said that during the event from July 14 to July 20, new drivers can enjoy a seven-day commission-free policy after registration. Furthermore,...</p><p><a href=\"https://www.yicai.com/news/101111522.html\">Web link</a></div></p>","source":"dyvj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meituan Taxi Declares War with Driver Supply Guarantee Plan, and Network Car War Reappears Smoke</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeituan Taxi Declares War with Driver Supply Guarantee Plan, and Network Car War Reappears Smoke\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">第一财经</strong><span class=\"h-time small\">2021-07-15 23:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>At this time, the US Mission launched a supply guarantee plan for drivers, which is undoubtedly adding weight to the heating online car-hailing war. After many years, the online car-hailing war continues to be ignited this week. On July 15th, the Meituan Taxi Driver Rights Protection Committee (referred to as the Division Committee) announced the launch of the \"Summer Travel Supply Guarantee Plan\" for drivers, including incentives such as upgrading driver recruitment benefits, peak awards, full-day awards, single stream awards and recommendation rewards for new drivers, so as to increase drivers' income and solve the problem of insufficient number of drivers. Meituan said that during the event from July 14 to July 20, new drivers can enjoy a seven-day commission-free policy after registration. Furthermore,...</p><p><a href=\"https://www.yicai.com/news/101111522.html\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.yicai.com/news/101111522.html\">第一财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8dcedd08de8792c177198d2c15aa2021","relate_stocks":{"DIDI":"滴滴(已退市)","03690":"美团-W"},"source_url":"https://www.yicai.com/news/101111522.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151278885","content_text":"美团此时针对司机推出保供计划，无疑是在为升温的网约车大战加码。\n\n时隔多年的网约车大战在本周持续被点燃。\n7月15日，美团打车司机权益保障委员会（简称司委会）宣布面向司机启动“夏季出行保供计划”，包括升级司机招募福利、高峰奖、全天满单奖、单单流奖、新司机推荐奖励等激励措施，以此增加司机收入，解决司机数量不足的问题。\n美团表示，从7月14日至7月20日活动期间，新司机注册后即可享免佣7天政策。此外，美团表示邀请司机最高可赢取8888元，同时推出平台保障服务，为司机提供垫付服务等。\n\n美团此时针对司机推出保供计划，无疑是在为升温的网约车大战加码。\n战火升级\n在滴滴App下架后，不少打车平台都竞相推出补贴以寻求在短期内注册司机和用户的规模增长。\n例如，高德打车免佣联盟近期启动了暑期免佣季，宣布在7至9月将采用多种形式的免佣，包括新手司机连续一周免佣、早高峰免佣、免佣卡灵活安排时间等政策。截至目前，参与高德免佣联盟的网约车平台已经超过100家。\n除了高德推出免佣季，此前通过“聚合模式”退出自营网约车竞争的美团再次回归。\n早在2019年4月，美团就发布公告表示美团打车将在上海、南京上线“聚合模式”，并且接入首汽约车、曹操出行、神州专车等服务商，为用户提供服务。\n但本周，美团打车App重新上线。App Store中显示的历史版本记录显示，美团打车在7月9日更新了新版本并且开通了更多服务城市，并且还在近几日持续修改服务提升体验。而上一次美团打车更新版本，还在2年前。\n\n不仅是重新上线，美团打车还上线了“美团快车”服务，计划再次用自营方式分一杯羹。而新推出的司机保供计划，也是美团吸引司机注册以发展“美团快车”的证明。根据美团打车App，目前开通服务的城市有北京、上海、成都、广州、深圳、杭州等100多个城市。\n除了司机端吸引用户，美团打车在也针对用户给出了多个优惠券，以补贴形式吸引新注册用户。\n司机的选择\n对于各大平台抛出的橄榄枝，网约车司机如何看待？\n注册了曹操出行的迟师傅对第一财经记者表示，近期他和同事因为收入下降想离开曹操出行，他认为“滴滴下架让用曹操出行的人更多，现在（平台）下调了司机的收入。”\n此前，曹操出行针对司机的奖励机制是每拉30单奖励260元，据迟师傅所说“就是昨天取消了”这一奖励，目前只剩下早晚高峰的奖励。\n对于奖励机制的改变，迟师傅表示“按理说（平台）不应该下架奖励，应该是增加。“迟师傅认为，奖励机制的改变导致很多司机都离开了，”本来如果加上奖励的话一天就还行，一天可以有700到800元，现在即使拉够了30单，也就600多。”\n而对于重新上架的美团打车App，该司机表示“我刚刚注册完，正在等待审核。”该司机表示，他的同事告知他美团打车近期免佣金一事，于是决定注册。同时，迟师傅表示，“我听说美团打车拉了7公里有30多元收入，现在各个平台没有平台能达到，一般的平台1公里是2元。”\n而滴滴平台的网约车司机，也正在遭遇其他平台挖角。网约车司机刘师傅对第一财经记者表示，近期星徽出行与他联系过希望他能进行注册，但刘师傅拒绝了。对此，刘师傅表示自己在滴滴上开网约车好几年了，比较适应该平台，暂时不会考虑更换平台。\n刘师傅同时表示，滴滴下架后订单下滑效应暂时不明显，“多少有点影响，订单肯定在下滑。但是时间太短，影响还体现不出来。”\n他同时表示，如果需要更换平台，会考虑首汽约车或者美团打车。\n大战能否改变格局？\n从目前的数据看，多个出行平台6月订单量都在下降。\n根据交通运输部发布的6月网约车行业运行数据，全国网约车监管信息交互平台6月份共收到订单信息70146.0万单，环比下降12.4%。其中，曹操出行、享道出行、T3出行订单量出现小幅增长，其余平台订单都在下滑，滴滴出行订单量下滑13.4%，美团打车订单量下滑16.7%，首汽约车下滑20.4%。\n从6月数据看，当时滴滴尚未下架，行业增长变动也较大。\n多个打车平台近期以免佣、补贴形式扩张，是否能改变网约车行业格局？\n对此，易观分析汽车出行行业资深分析师姜昕蔚对第一财经记者表示，“美团打车一直在寻找一个契机，但是这次复活也更多的是碰碰运气。高德在这个期间推出的免佣旨在扩大招募司机的力度，把原本摇摆的司机吸引过来。滴滴此次事件会为竞争对手提供窗口期，但是无论在技术储备还是实力上滴滴的优势较大，所以格局上会给新的厂商成长的机会，但是是否能够撼动目前的格局个人认为有这样的可能，但是可能性不大。毕竟目前滴滴app无论是司机端还是乘客端是可以正常使用的，原本使用小程序的用户也是多数会聚合平台+滴滴的使用模式。至于美团打车，美团的独立APP的战力值都不是特别高，主要的流量还都是聚焦在主APP上，所以复活我觉得更多的是公关行为。”\n姜昕蔚同时表示，网约车目前的格局相对稳定，政策是市场当中最大的变量，值得关注的企业有两种类型一种是和政府关系相对近的主机厂合资的网约车企业，例如T3出行、如祺出行等，另外一种就是做流量分发的聚合平台，比如高德、百度、美团。","news_type":1,"symbols_score_info":{"48457":0.6,"48459":0.6,"48486":0.6,"48515":0.6,"48575":0.6,"48620":0.6,"48624":0.6,"48679":0.6,"48685":0.6,"48713":0.6,"48757":0.6,"DIDI":0.9,"03690":0.6}},"isVote":1,"tweetType":1,"viewCount":3953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147557684,"gmtCreate":1626366679048,"gmtModify":1703758870082,"author":{"id":"3582606750180670","authorId":"3582606750180670","name":"Jasterloo","avatar":"https://static.tigerbbs.com/bd293e3b462553bf279e50af31eb6514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582606750180670","idStr":"3582606750180670"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147557684","repostId":"2151852289","repostType":4,"isVote":1,"tweetType":1,"viewCount":3946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}