wen | xiaofeizuiqianxian jiangxinbai

近日，滴滴chongwukuaichezhengshizaiquanguoshangxian，zhengqiangmaohaizidefenghaishiguadaolechuxingshichang。guoneichongwujingjidehanjinliangriyishangsheng，shujuxianshi，zhongguoyangmaoyanggoudejiatingshuliangjiejin1yi。zainianqingrendezhuipengxia，xiechongchuxing、xiechonglvyouyechenglezheigesaidaozhongdeyouyidashichang。

全球宠物市场出行数据显示：2023年宠物旅行服务的市场规模为18亿美元，预计2024年至2032年，复合增长率为9.5%。在滴滴zhiqian，zhenggechuxingshichangjiuyouyaotaohaochongwuzhudemiaotou，haluojiushangxianguochongwuchuxing。

ergedahangkonggongsiyekaishijijibuju。9yuefen，xiangpenghangkongtuichuchengdoutianfuchuganghangbanchongwujinkecangfuwu；sichuanhangkongdazaolegaihangsishoutangchongwubaojihangban；jixianghangkonghehainanhangkongtuichu“renchongtongcang”fuwu……guohang、donghang、nanhang、haihang、shenhang、chuanhang、shanhang、chengdouhangkong、qingdaohangkong、hunanhangkong、longjianghangkongjieyouchongwutuoyunfuwu。

滴滴zaishangxianquanguo“chongwuchuxing”fuwuzhiqian，xianzaiyibufenchengshijinxingshidian，shanghai、beijing、hangzhou、shenzhen、chengdoudezhuanchexiechongchuxingfuwuzaiguoqingqijiandoudedaolebucuodebiaoxian，qichongwuchuxingdingdanyiduzengzhang125%。

huoxu，chuxingshichangdexiayigezengzhangdian，zhendeyaojituozaichongwushenshang。

“宠物出行”是门好生意吗？

shizhijinri，yi、shi、zhu、xing、yi……jihuzhenggexiaofeishichangdouzaiweitaohaochongwuzuoxiayibuzhunbei。chuxingquanzaizheiyifangmiandebaofayezaoyouzhengzhao，《2023-2024nianzhongguochongwuxingyebaipishu》xianshi，38%dechongzhurengrenweixiechongchuxingkunnanshiyangchongdezhuyaotongdianzhiyi。

今年5月份，国铁做过一份高铁宠物运输问卷调查，不少消费者都期望推进高铁托运宠物。无独有偶，滴滴zaizhiqianfaqiguoyizegongnengdiaochatoupiao，qizhong，“chongwukuaiche”dedepiaoshuweijudisan；haluoshunfengchezai“wuyi”xiaozhangjiaqijianchongwushunfengchechuxingdingdanliangchao10wange。

keyishuo，chongwuzaichuxingzhongjifadeshangjibukexiaoqu。

在滴滴zheileichuxingpingtairujuzhiqian，jiudian、minsu、shangchang、cantingzheileiyulejuzhuchangsuojiuhenhenchiguoyibochongwuhongli。shujuxianshi，xiechengchongwuyouhaojiudianyichaoguo6.5wanjia；duanwujiaqiqianliangzhou“kedaichongwu”“chongwuyouhao”dengguanjiancisousuoliangtongbizengzhang4bei，xiangguanminsuyudingliangtongbizengzhang2bei；“kedaichongwu”desousuoliangyuquniantongqixiangbizengzhang274%；2024nian“bizhubang”shangbangjiudianzhong，“chongwuyouhaojiudian”xiangguandepingjialiangzengfujiejin40%。

庞大的需求市场或许让滴滴menkandaolejiuweidezengzhangxiwang，zhishaocongbiaomianlaikan，jinjunchongwuchuxingbushiweiyixiangmingzhizhiju。zheimenshengyidejiazhiyushichangqianjingwukehoufei，bijingjuedabufenchongwuzhudexiaofeinenglikequankedian。

diaochaxianshi，chongwuchuxingduiyuxiaofeizhedeqianbaoyouzhe“keke”dekaoyan，yixiechongwulvyoutuandeduantuyiriyoujiagejibenhuibibudaichongwudegaochu100yuanbudeng，yidanzhangtuhuozhechuguoyou，renjunfeiyongqingyiguowan。genjuairuishuzhisuofabude《2023nianzhongguochongwujiankangxiaofeibaipishu》，chongwuzhuzaidanzhichongwushangdenianjunhuafeigaoda5200yuanzuoyou。

如此阔绰的出手对于平均客单价越来越低的出行平台而言，兴许是挽回颓势的最佳办法。滴滴就是典型的例子，滴滴zaiguoneidepingjunkedanjiazi2023niandiyidujiyilaijiukaishichixuzoudi，cong25.4yuanxiajiangdaole24.2，leijijiangfujin5%，jinniandiyijiduhuanbizaijiangjin0.3yuan。

然而，滴滴mennengshunlizhandaochongwujingjideguangma？

xuyaomingquedeyidianshi，chuxingpingtaijiyudejihuizaozaichongwujingjiliannianbaofazhijijiuqiaoranshentoudaoleqitaquanceng，2023nian，jingdongchongwutuoyunfuwuxiaoliangjiuhuanbizengzhang95%；huolalayidushichongwuchuxingshouxuan；youxiechengshikaitongchongwubashi，ruchengdou；lvyoushichanggengshizhuajinchongwugainianyikebuxiangfangshou。

chulexiechengzheileitoubupingtaiwai，bushaozhuanmenzhenduichongwuchuxingdechuizhijigoucengchubuqiong。rubeijingtianjinyou“xiechongyou”、“daishanggougouqutubu”、“songniyizhigou”dengjigou；jiangzhehudiquyou“aichongyou”、“wangzichongyou”、“wanxiaoban”deng，chuanyudiquyeyou“chongxiaowan”、“mengzhua”、“duoqimiao”、“waechongwu”dengjigou。

换句话说，滴滴menzaichongwuchuxingshichanglisuoyudaodeduishoubuzaizhijuxianyutongxing，ershiyaoyingjieyichangchanggengweicankudeduofangmianxili。qici，chongwushangchechuxing，yaokaolvdeyinsuhaiyouhenduo，zhengruzhiqianhangkonggongsituichuchongwujinkecangfuwushi，qishouxujiu“he”tuiyidapichongwuzhu。

总而言之，这是一片可以掘金的土地，可在掘金之前，滴滴menxuyaozuodaowanwuyishidezhunbei。

网约车“拉不到”人了？

zaiguoquhenzhangyiduanshijian，xiedaichongwushangcheshizuishouwangyuechesijibaiyandeshi，shenzhiwangwangyousijiyijiandaochengkedaizhechongwuzhijiejujie。bijingchongwudeweisheng、anquanzhijieguanxidaocheneihuanjing，sijidejinshenyezaiqinglizhizhong，danrujin，zhenggechuxingshichangsihudouzaituoxie。

yuanyinwuta，wangyuechexingyede“renqi”zaizhujianxiaosan。

guoneiwangyuechepingtaiyusijideshuliangzhengyuchengkeshuliangchanshengyanzhongdegongxumaodun。jiaotongyunshubushujuxianshi：jiezhi2024nianshangbannian，quanguogongyou354jiawangyuechepingtai，qudelejingyingxuke。wangyuechesijizhuceliang，dadao712wanren；zhengge2024nianshangbannian，wangyuechepingtaidingdanliangwei53.89yidan。

danxiangduiyingdeshiwangyuecheyonghuguimoyinianbiyinianjianshao。zaozai2022nian，quanguowangyuecheyonghuguimowei4.37yiren，jiubi2021niande4.53yirenshaolejin1600wanren。zheiliangnian，zheigeshichanglidegongxushihengyouweiyanzhong，jiaotongbumenshujuxianshi，zaiyixiedachengshidegaofengshiduan，wangyuechedekongshilvgaoda 30%- 40%。

yiwang，wangyuechesijiyidushibushaoshiyerenyuandetuodixuanze，shizhijinri，yixiewangyuechesijikaigongyitianweibinengjiedaojigechengke。qunian4yuefen，wangyuechededancherijundingdanshuliangxiahuadao10.2dan，yejiushishuo，pingjunyiliangwangyuechemeitianzhinengladao10geren。

yonghuyongchedechangjingyezaifashengjudabianhua。2024nian10yuefen，zaidingdanliangqian10mingdewangyuechepingtaizhong，dingdanliangzengzhangzuigaodeweilvchengyueche，huanbi9yuezhang32.6%；erpingchangdejishiyongchechengweizengzhangliangzuidideyibufen，huanbizengzhangzhiyou0.1%。

zheiduineixiefeilvyouchengshilidewangyuechesijiwuyishi“zhimingdaji”，erjishiyongchedingdandexiahuagengshizhenggexiaofeishichangjinruhandonghousuochuxiandeliansuofanying。zheizhongqingkuangxia，wangyuechexingyekaishibushoukongzhidizouxiang“qilu”，jushuomuqianyoupingtaideheguilvyidiepo70%。

把目光转向宠物，或许是网约车市场在用户规模萎缩的背景下想要自我挽救的一种方法。从某种角度来看，平台对宠物经济的敏锐反应会有一定效益反馈，有媒体实测过，同一时间同一行程，滴滴chongwuchuxingdefeiyong，dagaibiputongchuxingguijin40%duo。

40%对于平均一天接不到11个乘客，单车日均收入往往不足200元的司机而言，当然是好事。何况网约车市场的价格战也让司机苦不堪言，晚点LatePost报道，滴滴hegaodequnianzaiquanguoduogeshichangdedachejiagejunyouyue3%-5%dejiangjia。

danweilezhuanqianqulachongwuzhendeshijianyishima？zaidabufensijideshijiaoli，larenyulachongwudequbiexuyaoduofangmianquhengliang。ruchengbenshouyi、chengkepingjia、chekuangweisheng、jiachenganquan……zheixieshenzhizhijieguanxidaoyigesijidezhiyeshengya。

当前在社交平台上，已经有一些用户开始吐槽滴滴的宠物服务。或许调节司机与宠物之间的关系，是网约车平台迫在眉睫的事。据说，滴滴jihuazaizhuanchesijizhongtebiezhaomuleyipichongwuyouhaoxingsiji，jingguozhuanyepeixun，yongyouchongwudingdanzizhihou，fangkechengshouxiechongdingdan。

labudaorendewangyuechebazhuyidadaolechongwushenshang，wangyuecheshichangyedequejixuyixiexinbianliang。

寻找下一条“增长曲线”

这几年的网约车市场逐渐意识到只靠单一的业务很难支撑起未来的发展，因此，各大平台纷纷开启多元化业务探索。滴滴zaituichuchongwuchuxingzhiqian，jiucengshangxianguowaimaifuwu、shequtuangou、paotuifuwu、huoyun；t3chuxingyetuichuguojiudianyuding、peizhendengyewu。

duoyuanyewubingxing，bushimeiyoubeizheigesaidaoyanzhengguo。

dianxingdelizishihaiwaideuber。2016nian，uberzaiqixiazengjiawaimaiyewu，muqianqiwaimaiyewuyichengweiqiyededierzengzhangquxian。2024niandiyijidu，uberdingdanzongewei376.51yimeiyuan、tongbizengzhang20%，qizhongwangyuechefuwudingdanzongewei186.70yimeiyuan；huoyunfuwudingdanzongewei12.84yimeiyuan；waimaifuwudingdanzongewei176.99yimeiyuan、tongbizengzhang18%、huanbizengzhang4%。

danzheizhongzhuanxingjieguoduiyuguoneideyizhongwangyuechepingtaihaishiduanshijianneiwufadadaodeshuiping，chongwuyehao，waimaiyeba，jiwangyuecheyewuwaidedierzengzhangquxianchichimeiyouchuxian。

就目前来看，以滴滴为首的几大平台其业务始终围绕网约车与出行。今年一季度，滴滴yingshou490.7yiyuan，qizhongzhongguochuxingyewugongxianzhanbi90.8%。danzhengtilaikan，feichuxingxiangguanyewugongxianzhanbijinyou4.3%。

wuduyouou，qitapingtaiyeduoyilaiyuwangyuecheyewu。

liru，2023niancaocaochuxingwangyuecheyewuyingshou103yiyuan，gongxianzhengtizhanbi96.6%；2023nianruqichuxingwangyuecheyewuyingshou18.1yiyuan，zhanzhengtiyingshoude84%，qixiadejishufuwu、cheduixiaoshoujiweixiushourudezhanbiweihuqiwei。

极度依赖单一业务成了整个网约车市场难以启齿的痛点，尤其是这一业务在当前还遭受到了不可小觑的冲击。可多元化转型远没有想象得那样简单，首先企业要有一定的抗风险能力。遥想当年滴滴zhuanxingwaimaishi，yitiandebutiejinejiuchaoguole600wan。

dangqianwangyuechepingtaideyinglixianzhuangshishenmemoyang？

稳坐头部的滴滴zaijinnianxingyundiniuzhuankuisun，quniantongqijingkuisunhaizai2.73 yiyuan；8yuefen，ruqichuxinggongbushangshihoushoufenbannianbao，dingdanliangzeng12%zhi4850wandan，kuisun3.3yi；365yuechemugongsishengweishidaidibiaogangjiaosuo，zhaogushulixianshisanniankuisunchao15yi。

chuletoubupingtaiwai，duoshuertiduipingtaideriziyufajiannan，shenzhiyaokaojuhepingtailaishixianhuokezengzhang，shujuxianshi，jinnianwangyuechepingtaidedingdanliangtupole10yidan，yucitongshi，juhepingtaidedingdanliangyelaidaole2.5yidanzuoyou。

youyixiexiaoxingwangyuechepingtaigengshiwanquanyifuyujuhepingtaishengcun。

转型确然关于平台未来生死，可太多平台缺少转型探索的底气与资本。就连滴滴这类头部平台也慢慢放弃一些复杂且需要长期发展的转型项目，其造车业务悄无声息，滴滴lvyouyezaiwushuihua，fanershizhuomoqichongwufuwu。

zhongzhongjixiangxianshi，wangyuechepingtaibeijinguzaiwangyuechelitaijiule，kesuizheyonghuyuelaiyueshao，tamenzongyaoweigengmeihaodemingtiandasuan，napazheifenmeihaoyaojituozaimaomaogougoushenshang。