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- 2021-06-28 发布于上海
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合并就是投降-滴滴是怎样成长
为 Uber 杀手的
合并就是投降 滴滴是怎样成长为 Uber 杀手的?
合并就是投降,滴滴是怎样成长为 Uber 杀手的?
Uber gave up.
It may never frame its time in China in such stark terms, but
there’s no other way to interpret Uber’s merger of its China
division with market leader Didi Chuxing in a tie-up worth $35
billion just a year after founder Travis Kalanick called the
country Uber’s “number one priority.”
In China, priorities met reality. In a leaked post today
announcing Uber China’s sale to Didi, Kalanickac knowledged
neither company is turning a profit. “Uber and Didi Chuxing
are investing billions of dollars in China and both companies
have yet to turn a profit there,” he wrote. The hope is a merger
fixes that.
Didi Chuxing’s market share has continued to outpace Uber’s,
thanks in no small part to more than $1 billion a year in
subsidies and losses. And despite Uber’s admission that it too
was losing $1 billion a year in China, it could never close the
market share gap.
The Didi-Uber deal at least gives Uber a stake in the monopoly
it couldn’t create itself in China.
According to market share estimates, a combined Didi/Uber
would control more than 95% of the Chinese ridesharing
market. Investors in Uber China, a separate business under
the Uber umbrella, will get 20% of the merged company.
Meanwhile, Didi is investing $1 billion into Uber at a $68 billion
valuation.
Didi is the one buying Uber China in the deal, but it’s fair to say
that if Uber didn’t make the bold bet on China, Didi wouldn’t be
worth the $28 billion it is today.
Soon after Uber came to China in 2014, it offered the first
popular person-to-person ride hailing serviec. Back then Didi
Dache was spending hundreds of millions to fight competitor
Kuadi Dache for control over the taxi-hailing market. Didi and
Kuaidi were two simple platforms to connect riders with open
taxis. Neither had Uber’s slick algorithm, or really offered
much except an outside chance at hailing a cab during rush
h
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