Hello, The Local Life Of Ali?

After being hungry and word-of-mouth, hello also joined the local life service camp.

"Life service" is an extension and exploration based on the business foundation that has been accumulated in the current travel field and 300 million users. But it's not the next stage of harrow. " A few days ago, Yang Lei, co-founder of harrow travel and CEO, said in a media interview such as the twenty-first Century economic report that harrow's track will not be limited to shared travel.

This train of thought is quite similar to Grab, a Southeast Asian travel platform. The latter defined itself as a "car driver, food takeaway and digital payment provider" and gradually became a local life integrated service provider in Southeast Asia. Its vision has already been invested in tourism, takeaway and finance.

However, no matter from the scale of financing or starting speed, harrow travel is still at a very early stage. Li Kaizhu, co founder and executive director of harrow travel, said he would not simply harrow travel as a platform to access hungry takeaway or other third party services, or hope to have more attempts.

After being hungry and word-of-mouth, hello also joined the local life service camp. Gan Jun photo

New battleground for local life

In the field of life services, Grab can blossom in full blossom. Its tourism business has been carried out in eight ASEAN countries, namely Singapore, Indonesia, Malaysia, Philippines, Thailand, Vietnam, Kampuchea and Burma. Grab not only provides concession for Exclusive Apart Hotel, traffic discount, but also covers personal travel accident insurance and flight delay insurance.

Although the net service is not yet profitable, the catering takeaway service has brought a high profit margin. Grab said that in June last year, the GMV of the company's catering takeaway business increased by 900% compared to the same period last year, and the takeaway orders increased by 7 times, accounting for 20% of the total Grab turnover. Similarly, the main business and profits of the domestic life service giant group are also from takeaway services.

It can be seen that Grab is changing from the network platform to the digital infrastructure service provider. And the US group is also constantly increasing the number of travel areas. In April 28th, the media reported that the US group had ordered millions of share bike orders to Fuji and sunrise motorcycle manufacturers this month. The platform plans to expand from shared bicycles to shared motorcycles.

Whether Grab or American League, covering all aspects of life is the essence of the platform. Although Grab has not yet started its business in China, its shareholders include dripping, CIC and other Chinese capital. Under this background, harrow travel, as a travel platform, has begun to layout new business.

In twenty-first Century, the economic news reporter noted that the App has been revised, and there have been some local life service entries, from the old tooling pages to the "Nine Palace" with comprehensive service functions such as checking routes, riding codes and harrow life.

"Hello, the whole network is over 63 million per month. Based on the user base, we hope to provide more yuan, more travel and its surrounding life services. Travel itself is part of daily necessities, but also a relatively high frequency business. Therefore, it has greater natural extension and relevance with other life needs of users. Li Kaizhu explained the starting point of harrow's local life. He still tends to explore some potential needs outside the US regiment and hungry.

Since the beginning of March this year, Alipay and Alibaba have made frequent adjustments in their business structure. The first is the revision of Alipay App, the home page adds new home to the home, fruit and vegetable business super medicine and other convenient life plates, and create thousands of thousands of personalized services. This means that the relationship between Alipay and Ali's local life service will be more closely linked, and more resources will be opened up.

As a shareholder of Alipay, will there be more synergy between the two? In this regard, Yang Lei explained that Alipay has a strategy based on localization, and they hope to serve all localization merchants in China and help businesses build new digital infrastructures. "We will develop in the direction of our strategic thinking. We hope to provide relatively convenient and economical products, both in travel and in local life. In this regard, there is no conflict with Alipay. "

Two rounds of the second half of the trip

From harrow's way of thinking, local life services include both open traffic and self employment. But in any case, the positioning of life service platform based on behavior has not changed.

"Life service platform has just started on the road, and travel is still our very important foundation for development. We will deepen production in two rounds of travel. Yang Lei disclosed that at this stage, the proportion of two rounds of travel business accounts for more than 50% of harrow's overall travel.

In his view, the two rounds of travel industry has gone through the early brutal barbaric fight to enter a technology dependent deep tillage industry, the market has entered a relatively benign cycle. "The way of industry competition has changed from extensive weight to meticulous quality. At present, the industry tends to be rational. The competition of sharing bicycles has shifted from the extensive scale and quantity competition in the early stage to the competition between cost control and meticulous operation focusing on efficiency and quality, and competition is not a zero sum or zero sum game.

Official data show that domestic electric bicycles ride more than 700 million times a day. At present, harrow booster business occupies about 70% of the market share of the industry. Harbin bicycle and moped business have achieved breakeven in most cities last year. "Despite the impact of the epidemic this year, the possibility of breakeven is still very high." Li Kaizhu further revealed. The impact of the new crown epidemic on harrow business is mainly from mid January to mid February. As the resumption of work resumed, the overall business volume of harrow has been restored to about 80% of the same period last year.

After experiencing disorderly competition and cruel reshuffle, the sharing bicycle industry has formed a pattern of "three feet stand" of Harbin, the United States cyclists and green orange bicycles, and rational capital has begun to reexamine. At the end of 2019, after harrow completed the new round of financing, the shared bicycle brand green orange bicycle recently gained more than 1 billion US dollars, and was invested by Junlian capital.

Coincidentally, travel plus local life services has become a strategic consensus of the Internet platform. In the context of the increasingly high threshold of net car business expansion, we are not willing to start looking for new growth points in the current situation.

For this development trend, the industry research institute in twenty-first Century analyzed that the demand based on the necessities of life is still the largest development bonus of the Internet platform, which objectively accelerated the layout and landing of the new platform strategy. In the long run, any platform will not be confined to a single business, but will increase the intensity of integration and expand more borders, so as to reduce operating costs and gain more profits. After entering the second half of the competition, assessment of details and experience is the key to the success of the platform. However, it is difficult for the latecomers to change the user's habits in the short term. "In the increasingly fragmented mobile era, no matter which industry, it is difficult to form absolute oligarchy, and the coexistence of multiple platforms will become the norm."

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