資料圖
東南網澳大利亞站8月2日綜合報道 (本站記者 彭寒)北京時間8月1日下午,滴滴出行正式對外宣布與UBER全球達成戰略協議,滴滴出行將收購UBER中國的品牌、業務、數據等全部資產在中國大陸運營。
“打則驚天動地、‘合’則恩愛到底”
達成協議之后,滴滴出行和UBER將雙向持股,成為各自的股東。UBER將持有滴滴出行5.89%的股權。而在經濟方面,UBER和它的股東們將獲得滴滴20%的經濟權益。另外,滴滴出行創始人兼董事長程維 和UBER創始人Travis Kalanick也將加入各自的董事會。
就此,從經濟權益上來講,UBER已經成為了滴滴出行最大的股東。合并之后的公司市場估值預計將達到350億美元,而根據去年年底最新一輪融資之后的報告顯示,合并之前(算上中國UBER),UBER全球估值大約在510億美元左右。
新的公司也將組成中國最豪華的股東陣容之一——其股東將包括百度,騰訊,阿里巴巴,中國人壽,蘋果,BlackRock,高瓴資本,老虎基金等。
一位來自中國UBER內部的人士向記者透露,包括高瓴資本,老虎基金,中國人壽等在內的滴滴與UBER的共同投資方,是本次收購的主要推動者。
“打則驚天動地、‘合’則恩愛到底”,滴滴出行CEO程維在給滴滴員工的內部信中寫道,“滴滴出行與UBER的合作,將讓整個移動出行行業走向更健康有序、更高層次的發展階段。”
“UBER在經歷了中國市場的考驗之后成為了一家更好的公司,我個人非常尊敬滴滴和他們的團隊在過去兩年中所達成的成就。” UBER創始人Travis Kalanick在收購后發表聲明稱。
目前,根據數據分析公司Analysys International所統計的數據,滴滴出行在中國市場擁有約4200萬活躍用戶,而UBER則擁有約1000萬活躍用戶。
滴滴方面表示目前滴滴出行和UBER將延續分開運營的模式。耐人尋味的是,去年滴滴與快的合并時,滴滴也曾作出類似的承諾,而目前快的打車軟件已經淡出市場。
隨著價格戰退出歷史舞臺,中國網約車市場或將迎來新的格局,資料圖
徹底終結價格戰
一言以蔽之,UBER把自己全球最大的市場交給了滴滴出行,成為滴滴最大的股東的同時,退出了兩年虧損20億美元的價格戰場。
就此,無論是從新的網約車規定還是滴滴收購UBER來看,中國網約車市場的價格戰都將會徹底退出歷史舞臺。
收購消息一出,國內網友紛紛表達了對取消補貼和漲價的擔憂。滴滴官方表示,對司機和乘客的補貼將在“很長一段時間內”繼續下去。
此前有媒體披露滴滴在過去兩年中在對司機以及乘客的補貼上一共花了40億美元,不過該數據被滴滴出行官方否認。
來自紐約大學的經濟學教授Arun Sundararajan表示,這項收購從長遠來講是一項雙贏的交易,“UBER在中國燒錢的方式已經快要影響到它的全球策略了,這是問題的關鍵。短期來講,放棄中國這個龐大的市場這個決定很痛苦,但長遠來講這是個好的策略。”
CNBC分析師認為,UBER創始人Travis Kalanick在近期不斷釋放的信號都表示,UBER在為IPO(Initial Public Offer)作積極準備,而停止在中國市場燒錢顯然會讓UBER更具有投資吸引力。
2015年,UBER已經在北美實現盈利,其全球市場也在不斷擴張。以澳大利亞為例,UBER已經在近一半的州和領地中實現合法化,并有望在年底拿下人口密集的維多利亞州。
“UBER現在可以專心在全球其他市場上工作了。” Arun Sundararajan教授表示。
網約車合法相關新聞(related story):中國與澳大利亞網約車合法化進程 家家有本難念的經
China Legalizes Ride-Sharing Service, UBER Included?
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UBER Hands Over Its Chinese Operation to Local Rival, DIDI
By Han, Southeast Net Australia, 2 Aug
UBER has officially handed over its Chinese operation to its local rival DIDI CHUXING, after a deal with DIDI, in which UBER and its shareholders have became the largest interest group after receiving 20% economic stake of the estimated 35 billion US dollars worth entity after the merge.
It is now the second global headlines that Chinese ride-sharing service have made within the past 5 days, after Beijing legalized Chinese ride-sharing service last week, where operating under cost to win a bigger market share has been called off by the Chinese government.
A source from UBER China told SENAU, investors backing both UBER and DIDI were key factors of making the deal.
“Nobody wants to burn their cash anymore,” Said Li, deputy director of China Internet Association, “It is not sustainable.”
UBER China has freed it self from?the price?war in China, pic sourced from Internet
UBER has said it is now profitable in the US and Canada, whereas it has reportedly lost 2 billion US dollars in China over the last two years as one of the main party of the Chinese ride-sharing price war. Chinese media has reported that DIDI has spent twice as much as UBER did in the past two years in China providing subsidy to both passengers and drivers, to which DIDI refused to confirm.
As previously reported in SENAU, sources from both DIDI and UBER have confirmed that raising price is “optional” after the Beijing called off the price war. The deal may sounds like an ultimate confirmation from the service providers’ end, saying “the promotion is over.”
Active users of ride-sharing service in China have expressed their concerns over the possible price raise, to which DIDI has replied the subsidy will continue “in a long period of time”.
DIDI also said in a statement that UBER app will continue operate independently, while staff email system has been shut down, according to a UBER China staff. Similar promise was made to KUAIDI, who is now almost out of market, when DIDI merged with it last year.
Notably, after the deal, the merged entity has also made a history and became the first internet-based company simultaneously backed by Chinese Internet giants Baidu, Tencent and Alibaba.
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