Passengers free their hands, get on the bus at any time, traffic is no longer congested, and safety doubles...As the bridgehead of the Internet of Everything reform, the industry has long outlined the future of smart travel. This is not only a matter of personal travel efficiency and experience, but also a revolution in national transportation efficiency and safety.
To this end, in 2019, the State Council issued the "Outline for Building a Powerful Transportation Country", which clearly pointed out that it is necessary to vigorously develop smart transportation, promote the full integration of people, vehicles, roads, and the Internet, and unlock transportation difficulties from the root.
Perceiving the direction of the tide, the head corporate moves frequently. From a realistic point of view, the current travel market still has a long way to go due to safety accidents, uneven supply and demand, and congestion.
As long as the question remains unanswered, younger responders will appear. Today, the latecomer T3 travel brings a new solution far from the existing ones.
On December 22, T3 Mobility announced its "4833" strategy in Shanghai. It is clear that it will achieve its online car-hailing business in 48 cities across the country in 2021, accelerate the implementation of three strategic sectors, and achieve the three strategies of achieving an average daily order of 3 million for all business lines the goal. Among them, the three major strategies of cultivating online car-hailing, empowering taxis, and building autonomous driving ecological alliances are the three major fulcrums of its blueprint for "smart travel".
Different from the previous industry-wide fragmentation plan, T3 travel directly connects "people, vehicles, roads, and networks" in the underlying business logic, and realizes the coordinated advancement of market, data, and technology with three major sectors, allowing smart travel to truly enter Actual combat.
How far are we from smart travel?
The book "Future Urban Transport 3.0" pointed out that consumers have safe, efficient and personalized expectations for travel , and this demand is rising with the evolution of technology. How to realize the three expectations mentioned in the book has also become the ultimate mission of smart travel.
But judging from the current reality, the realization of these three keywords is out of touch and even opposite. In the final analysis, this is related to the staged capability limitations of technological development.
The form of taxi monopoly before 2010 was the preferred model of the old period. Taxis meet the consumer’s “swift and go” efficiency requirements by means of parade, while monopoly stems from consumers’ demand for “reliability”. Only when the government strictly controls the compliance management of people and vehicles at the same time can travel be guaranteed Safety of property and life in.
The online car-hailing model after 2010 has benefited from the popularization of the mobile Internet, which connects social capacity with consumer needs through information matching, greatly improving efficiency and personalization. This is undoubtedly an evolution for travel.
But unfortunately, compared with the predecessor taxis, the traditional online car-hailing model is backward in terms of "safety": because only the mobile phone is connected to the mobile phone, it lacks the ability to monitor "people" and "cars". The influx of social forces is mixed, and consumers' first demand "safety" has been threatened.
When encountering a security incident, the platform can only "play Tai Chi", but in fact this is the death of the online car-hailing 1.0 model of "mobile phone connected to mobile phone". The platform is powerless except for information follow-up based on "mobile phone".
It is precisely because of this underlying reason that the contradiction between the taxi and the online booking workshop is irreconcilable. For taxis, they are endowed by the state with high requirements for safety (compliant operations, clear accountability entities) and fairness (standard prices, no singles), and their operating costs are much lower than the barbaric growth of online car-hailing. "Cutting out good money" makes the taxi industry unbearable.
In other words, despite the redefinition of the rules, the traditional online car-hailing model does not fully meet the travel needs of consumers from the underlying logic, but has caused more controversy. How can we take into account "safety, efficiency, and personalization" at the same time? At the same time, benefit all parties in the travel field?
Smart travel that fully integrates people, vehicles, roads and networks provides the answer. Thanks to the advent of the era of the Internet of Everything, unlike just connecting to a mobile phone, in smart travel, the three elements of transportation: people, cars, and roads are all connected.
From the perspective of safety, the behaviors of passengers, drivers, and vehicles are recorded in real time, and the high risks of any party are predicted and prevented; from the perspective of efficiency, the three parties cooperate to achieve the overall prediction and coordination of urban traffic logic , Which not only takes into account the time efficiency of passengers, but also guarantees the economic efficiency of drivers, and alleviates urban traffic congestion.
At the same time, when the safety and efficiency of the overall industry are improved and all parties in the industry stand on the same starting line, unfair competition will naturally decrease, and the operator ecology will become richer, thereby satisfying consumers' "individualized" needs.
At the Shanghai corporate strategy conference, T3 Mobility CEO Cui Dayong pointed out, “At present, the industry is accelerating into the 2.0 era of online car-hailing. Vehicles replace mobile phones as smart terminals that connect passengers and platforms, realizing communication between people, vehicles and roads in travel scenarios. The data of the three elements are connected to bring safer, more convenient and high-quality travel services.
| T3 Travel CEO Cui Dayong
He also further predicted, "The travel industry will eventually enter the 3.0 stage, that is, in the era of Internet of Everything, the emergence of autonomous driving will greatly improve all current travel areas. At that time, multi-scene smart travel will be realized, and The operating efficiency is greatly improved and the cost is greatly reduced."
Of course, T3 travel is far from the only player in smart travel. Since the travel field is a high-frequency scenario and is at the center of capital competition, in addition to traditional online car-hailing companies, new car manufacturers and technology companies have all taken a fancy to this strategic high ground.
At present, these three parties have great advantages in the autonomous field, but there is a fragmented status quo. No one has ever achieved the bottom-level integration of people, vehicles, roads, and networks in the actual large-scale live road.
Efficiency and safety have always been a systemic proposition, and it is difficult for one-way roads to reach the future of smart travel. Early players often enter the track with heavy thinking, which is not enough to provide a complete answer to smart travel.
T3 travel solution: three tricks to "big travel"
Reality once again reveals the existence of late effects. Latecomers in the industry tend to be more comprehensive at the strategic level and more robust in their combat plans.
At the Shanghai strategy conference, T3 Mobility CEO Cui Dayong announced the three major strategic sections of T3 Mobility:
First, continue to deepen the online car-hailing business, and promote urban coverage and product layout; second, use the "Rui Beast Plan" to accelerate the layout of taxi network integration to empower the industry; third, build an autonomous driving alliance to promote the implementation of autonomous driving in advance. Layout more cities.
Through the above three strategies, the "iron triangle" of T3 travel in smart travel has been initially formed. Different from the general single force in the industry, T3 travel hopes to support each other and grow simultaneously with the above three sections, until it creates the smart travel mode that T3 travel yearns for.
"The goal of T3 travel is to be an operator in the era of autonomous driving." This goal seems to be far-reaching, but T3 travel is well-established, and it works every step of the way. Smart travel is the top-level strategy of T3 travel, and the bottom-level business logic is a high-quality service realized by "integration of vehicle platform + integration of software and hardware".
As early as the beginning of its establishment, T3 Travel independently developed the VDR security protection system for the Internet of Vehicles system. With the advantages of the three major car companies, it opened the permissions at the bottom of the hardware, and created a complete security system based on the Internet of Vehicles. Full data monitoring and analysis of vehicles and roads. This is currently the only one in the industry.
This kind of software and hardware coordination that opens up the bottom of the car has been fundamentally different from the past "mobile phone connected to mobile phone". It has realized the underlying logic of the integration of "people, vehicles, roads, and networks", realizing real-time management of vehicles and full control of drivers. Time management, established the first moat for T3 travel.
For example, in terms of real-time vehicle management, through face recognition and matching, the driver and the vehicle ensure the consistency and integration of the person and vehicle list in the car-machine dimension; in an emergency, there are physical buttons in the car to alarm with one key, and the platform can further intervene Vehicles, flash lights, whistle or limit restart.
The car-hailing part of the B2C network is the first test field for the bottom-level integration mode of T3 travel, and it is also the starting point for external radiation influence. Through the B2C management model, T3 travel can quickly deploy this model in the fleet. At the same time, under the B2C model, the compliance management of people and vehicles and high-quality service management also make the self-operated online car-hailing part of T3 travel a higher point. on.
At present, the T3 travel and car-hailing segment has clearly outperformed the industry in terms of safety and quality. Up to now, T3 travel has accumulated 120 million orders, but major liability safety incidents are still zero.
In particular, travel-exclusive products have become a model of high service experience for T3 travel and a reputation engine for T3 travel. By opening up the vehicle production side, customizing driving hardware that better meets the needs of users and drivers, this connects the VDR system and the 7×24-hour exclusive service team to meet the differentiated travel requirements of high-end consumers.
At the Shanghai conference, T3 Travel announced the launch of the Hongqi H9 high-end model in Shanghai, which is also its move to continue to consolidate the high-end monument. As a national car brand, Hongqi can not only provide state-level services, but also break the circle with the concept of "national tide".
It is obviously not in line with the determination of T3 travel to empower the entire industry to focus on self-operated areas. For this reason, the integrated solution of "Super Taxi" patrolling network came into being.
As of now, taxis are still the preferred method of travel. According to the Statistics Bulletin on the Development of the Transportation Industry in 2019, at the end of 2019, there were 1,391,600 cruise taxis nationwide, and the daily passenger traffic was nearly 100 million, which is more than four times that of online car-hailing. Empowering the taxi industry is a beneficial attempt by the T3 travel smart travel model to influence the industry, and it is also an effective compensation for the T3 travel capacity.
In this regard, Cui Dayong pointed out that “it is not only about diversion, but also about bringing overall digital solutions to help upgrade the taxi industry.”
Benefit from the integration of software and hardware at the bottom. "Super Taxi" has changed the pain points of the separation of online bookings and cruises, not only improving the efficiency and safety of taxis, but also providing smart management capabilities for the taxi fleet.
In this scenario, the open smart port from the manufacturing end allows the car to access the smart system at the execution level. This is different from the simple access to the meter and dome lights of some online car-hailing companies. The smart system for T3 travel can Monitor the traffic behavior of drivers and vehicles at all times and in the entire process.
This not only creates transaction data, but also generates real traffic data. Provide empowerment for traffic dispatch, driver behavior management, and fleet resource management. This guarantees not only the safety of passengers, but also the safety of drivers and passersby; it not only improves the efficiency of a single order, but also improves the efficiency of transportation and resource mobilization throughout the city.
The T3 travel plan's consistent focus on the compliance requirements of online car-hailing and taxis, and the multi-dimensional efficiency improvement of the taxi industry, has fundamentally changed the logic of opposition between online car-hailing and taxis.
From the perspective of the overall layout of T3 travel, its high-quality experience of self-operated online car-hailing has established its reputation for smart travel mode and formed an output of industry influence; the rapid transformation of the taxi industry has rapidly increased market penetration; and The first two are the future of autonomous driving, laying the foundation of data and practical experience.
It is understood that there are three steps to take in the future planning of T3 travel: from 2019 to 2021, focus on online car-hailing operations to provide stable capacity guarantee and service experience; from 2021 to 2025, expand derivative business and build a travel ecology; 2025 At the beginning, we are committed to becoming a leader of smart travel and a promoter of smart cities.
The future of travel: not monopoly but ecological integration
In just one year, T3 travel has grown rapidly.
Since landing in Nanjing on July 22 last year, T3 travel has covered 21 cities including Nanjing, Wuhan, Chongqing, Hangzhou, Changchun, Guangzhou and Tianjin. Excluding the shelving of the epidemic, T3 travel completed the rapid penetration of the above cities within a one-year cycle.
Cui Dayong once mentioned the life and death line of online car-hailing in an interview: Only in a certain city with a penetration rate of more than 20% can there be room for survival. To this end, T3 Travel has always adhered to the expansion concept of "open one city, do one city thoroughly", and does not blindly pursue the beauty of the number of cities covered. This makes the actual effect of "20 cities a year" have surpassed some of its peers who have been in business for many years.
According to data from the Ministry of Transport in November, T3 travel has ranked second in the country in terms of double orders. The data from QuestMobile also proves the high growth of T3 travel. Its independent travel app has an annual growth rate of 904%. The order size and daily active users rank second in the car-hailing industry and first in the B2C travel field.
| The Ministry of Transport's National Online Car-hailing Regulatory Information Interaction Platform Releases Data of Major Online Car-hailing Platforms in November
"The strategic goal of T3 Travel in 2021 is to enter 48 cities, reach an average daily order of 3 million, and effectively deploy in three strategic sectors", which is summarized by the industry as the "4833 strategy".
According to the latest data from T3 Travel, its cumulative registered users have exceeded 14 million, and its peak daily orders have exceeded 850,000. This is only the first year of data. According to the "flywheel effect", it can be expected that its subsequent accumulation of word-of-mouth will greatly accelerate its growth, and the "4833" target of T3 travel can be achieved, even slightly conservative.
From the perspective of the overall market increment space, T3 travel has greater potential.
On the one hand, although competition in the online car-hailing market is fierce, compliance capacity is still insufficient.
According to data from the Transportation Services Department of the Ministry of Transport, as of now, 1.04 million online car-hailing operating licenses and 2.5 million online car-hailing driver licenses have been issued, which is less than one-tenth of the overall capacity of online car-hailing. Every market vacated under strong supervision may become an opportunity for T3 travel.
On the other hand, future travel demand is still increasing sharply. According to "Future Urban Transport 3.0" forecasts, by 2050, global urban transport travel demand will double.
At the same time, reducing the use of private cars is a general trend. For example, Beijing issued the "Beijing City Master Plan (2016-2035)", which is the first to propose a reduction in the proportion of private car trips in the master plan, requiring a reduction of not less than 30% by 2035. This market will be supplemented by public transportation.
From a model perspective, corporate genes play a vital role in development potential.
In the past travel market, the two models distinguished by C2C and B2C are actually different manifestations of Internet thinking and traditional manufacturing thinking. To a certain extent, their performance is restricted.
In the current field of smart travel, some online car-hailing companies still insist on starting from the idea of consuming the Internet and mainly do diversion; traditional car companies and new car manufacturers are focusing on three aspects, but mainly for terminal market launch; Internet technology companies such as BAT The main focus is on self-driving road network collaboration. The separation of the three has not changed.
Today, T3 travel is formed by the convergence of two different genes from three traditional car companies and AT Internet. This new species may provide a more ideal subject to unlock smart travel.
In the development process of T3 travel, traditional car companies provide customized terminal supply and open the underlying wisdom, enabling T3 travel to open up the front end of the industry; the addition of Internet leading companies represented by Tencent and Ali provides Internet traffic and users And ecological applications help T3 travel to open up the back end of smart travel.
At the same time, local government resources are also doubling to help the fall more smoothly and quickly. The two-way gene also enables the rigor of manufacturing companies and the rapid response of Internet companies to jointly create a unique style of T3 travel.
It is not about monopolizing, but about opening up, sharing, and being the operator of future travel. This allows T3 travel to pass through the current stage, and it also allows it to plan for the future in the context of autonomous driving and smart travel.
Conclusion
In the past, T3 travel has been asked the most questions about how to squeeze out a new position in the solidified market. It seems that T3 travel has come from the existing cake. However, judging from the T3 travel strategy conference in Shanghai, this greatly underestimates the vision and conspiracy of T3 travel.
T3 Mobility released three major strategies and three products in the field of large-scale travel this time. They are all based on the answers given under the blueprint of future smart travel-through the terminal installation of the underlying hardware network, and the digitalization of the existing taxi market With the advancement of empowerment and autonomous driving technology platforms, T3 travel not only opens up multiple ports of smart travel, but also leverages the three core fulcrums of smart travel.
The book "The Dilemma of the Innovator" points out that market changes are more important than technology. If market demand cannot be correctly identified, it will only go differently and go further and further.
After a decade of rapid iteration, the market demand for four-wheel travel has long changed. While the predecessors are still focusing on the demand for "efficiency", T3 Travel has assumed the overall demand for "safety, efficiency, and personalization".
This also proves a thesis that new answers to the old questions can often give better answers later.