企业以极低的折扣来吸引消费者。在“好厨师”应用上,只要99元人民币就可以请一名大厨上门做5道川菜,而去餐厅吃同样一桌菜可能要破费200元。用优步短途出行只需要8元人民币,是乘坐有牌照出租车的价格(已经被政府法令压低了)的三分之二。
A driver for both Uber and Didi, who gave his name only as Mr Guo, says both companies pay subsidies that often amount to two to three times the cost of the ride.
一名只透露自己姓郭的优步兼滴滴司机称,两家公司支付的补贴通常相当于行程成本的两到三倍。
“Subsidies are an essential part of the income. Because of the competition, the fare is very low,” says Mr Gou. “Without subsidies, the fare is not enough to cover the gas — it wouldn’t pay off.”
“补贴是收入中必不可少的部分。由于竞争,车费已经非常低了,”郭先生称,“如果没有补贴,车费还不够油钱——划不来。”
The ultimate viability of this business model depends on what happens when the money stops, as it inevitably will, say analysts.
析师称,这种商业模式最终的可行性将取决于停止烧钱——这是不可避免的——后会发生什么。
Last year, there were already signs that investors have had enough of “cash burn”. Pressure from investors was thought to be behind the merger last year of Didi Dache and Kuaidi Dache, two reigning taxi apps, who no sooner had solved their cash burn problem than Uber appeared on the scene. Later in the year, Meituan and Dianping merged, only to be confronted with search engine Baidu’s competing platform Nuomi.
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