·Shared cars forced traditional car companies to transform travel services or become new profit growth points

After sharing bicycle blush, shared cars are replacing autopilot, smart internet and new energy as another hot word in the automotive industry.

According to incomplete statistics, there are currently 15 fast-growing time-sharing leasing companies in China, and there are more than 350 companies registered in related businesses. Multi-party capital including automobile manufacturers, car rental companies and Internet companies are entering the market. .

Behind it, one question that cannot be avoided is: What can a shared car bring to the automotive industry?

As we all know, after the shared bicycles exploded, the bicycle factory that was in a trough was reborn, the orders were soft, and the production line was busy. Such a scene is likely to envy many car manufacturers who are worried about sales. But if car manufacturers think that sharing cars can also bring orders to them, it is a big mistake.

Historically, shared cars have appeared earlier than shared bicycles. It originated in the United States. From the launch of ZiPCAR in 1999 to the car2go in Germany in 2008, it has been developed for nearly 18 years, but it has not been in the streets of China overnight like a shared bicycle. Why?

Let's look at a set of data. In a survey conducted by Boston, a well-known consulting firm, in 2016, it is predicted that from 2021, 35 million people worldwide will use car sharing services, and car sharing services will start to reduce global car sales. New car sales in the next six years. It will be reduced by about 1%. By 2021, global new car sales will be reduced by about 792,000, and car manufacturers will suffer losses of more than $8 billion per year.

This is a set of numbers that make carmakers heartbreak. Therefore, in addition to the reasons for economic development, automakers are worried that sharing cars will grab business, and they are also trying every means to stimulate consumers to buy cars. This has also delayed the development of shared cars to a certain extent.

An obvious phenomenon is that from 2014, at the major international auto shows such as the North American Auto Show, the Paris Auto Show, and the Tokyo Auto Show, automakers are using the brilliant colors and various smart technology to pack the booth and car products. Four shots, the only purpose of doing this is to attract young people to buy a car.

At present, in developed countries, young people’s desire to buy cars is gradually declining. There are two reasons for this trend: First, as energy conservation and emission reduction become a global consensus, many environmentally conscious young people refuse to drive, choose to travel by bicycle or public transportation; second, congested traffic conditions and high parking The fee also allows many young people to choose to rent a car or share a car. In their eyes, buying a car has become a pointless thing.

It's a lot like the situation of bicycles in China: when everyone can easily own a bicycle, people lose interest in owning it. Therefore, especially in Europe and the United States, car manufacturers actively embrace the Internet and implant many smart technologies into automotive products. The important reason is that the car does not look like an outdated product, but a traffic that can stimulate young people’s desire to drive. tool. It can be seen how car manufacturers are afraid that sharing cars will take their potential orders.

So why are many well-known automakers, including General Motors, Ford, and BMW, involved in car sharing projects because they fear losing their future.

Just as the success of Taobao mode makes online shopping a consumption habit, the rise of shared bicycles will inevitably deepen the concept of sharing economy into young people's hearts. In Germany, for example, there are about 140 car sharing service providers in the country, and the number of users of car sharing services has grown from a few “prematures” in 2001 to more than 1 million. Europe is now the region with the highest per capita service for shared cars, but sales of new cars in the region have maintained a slight growth for a long time. Many auto companies that use the European market as their main sales area, such as Fiat and PSA, have been hit, and they are no longer brilliant.

Therefore, for auto manufacturers, participating in the car sharing project is another way to prepare for the company's future development. Many automakers are now reluctant to call themselves a "car company", but instead choose to be called a "mobile travel service provider." They are very clear that under the trend of smart interconnection and sharing economy, the proportion of profits contributed by automobile manufacturing in the future will become lower and lower, and travel services may become new profit growth points.

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