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The market demand is slowing down, traditional sales are dominant, how should the car home and the easy car go?

Time:2019-03-26

I believe that I want to buy a car, or a small partner who already has a car, I have heard the two apps of the car home and the car. For the car home and easy car, it is like Taobao and Jingdong in the e-commerce industry.

Many Internet industry giants now hold most of the user traffic. At the same time, it can also be explained that as long as the users with a large number of bases are grasped, they can generate commercial benefits for themselves. Like e-commerce Ali, social giant Tencent, etc. are like this.

The same is true for the automotive industry. Car homes and easy-to-use cars, like those of the Internet giants, firmly grasp the traffic of the Internet car industry. Their changes have also changed with the changes in the automotive industry.

On April 1st, 2019, the domestic VAT rate reduction policy will be officially implemented, especially for major manufacturers, the original 16% tax rate has dropped to 13%, which is undoubtedly the Chinese car consumers want to see At the same time, many auto manufacturers have followed a series of price cuts. However, although the price of automobiles is declining and the demand for automobiles is still increasing, it does not bring favorable factors to all car manufacturers. With the development of the market, the Chinese auto industry has gradually thought that the stronger is stronger and the weaker is more Weak posture development.

In March 2019, according to the latest financial report, the average net loss of Easy Car in 2018 was 679 million yuan. As early as the previous car, it has been reported that it has suffered losses for four consecutive years. However, compared with the sleepy car, the car Internet home industry car home in the 2018 annual revenue of 7.23 billion yuan, of which net profit was 2.87 billion yuan.

As the two leading companies of China's automobile Internet APP, the two companies of Yijia and Auto House have been concerned by the development of the two companies in recent years. Before the analysis and comparison, we first compare the market value between the two companies in March 2017. At that time, the car home had a market value of 3.6 billion US dollars and an easy car of 1.8 billion. The market value of the two companies is just twice as good.

Up to now, the market value of the car home has risen to 10.8 billion US dollars, while the car market value has fallen to 1.2 billion US dollars, that is to say, the market value of the car home, in 2 years, rose to the car 9 times the market value. Prior to this, the car home's operating income was 5.18 billion yuan, while the easy car revenue was 3.58 billion yuan, the difference between the two homes revenue is 1.4 times. By 2018, the car's revenue had risen to 1.6 times more than the easy-to-car revenue. Similarly, the direct gap between the two companies is still very clear in terms of the growth rate of revenue. In the international quarters, the car family's growth rate is the slowest when it is the slowest, and it is more than 20%. In contrast, the car is the fastest growing quarter, and the revenue growth rate is not 20%. In the stock market, in 2018, in the US Internet companies listed in the US, the stock prices of other companies have fallen, and only the stock price of the car is rising.

In 2018, the car home ranked first in the list of companies with a market value of more than $5 billion. From $63.98 on December 29, 2017, to $78.23 as of the end of 2018. In contrast, the easy car, fell from $31.8 to $24.77, and the stock price decline was similar to the increase in the car home price.

Through the daily active users of the two companies and the monthly active users, it can be seen that there is a huge gap between the current car and the car home. No matter which one, the network car must have a sense of security, so in the network car test must be strictly regulated, in order to ensure the safety of users, so the "network car test" book is indispensable!

According to the statistics of the survey data, the number of active users in the car home is 8-10 times that of the car, and the active users of the car home are already more active than the car users. More than 4,302,200, this number is undoubtedly terrifying. In addition to explaining the popularity of the two homes in the current market, it also reflects the current development of the two companies.

Looking at the current domestic auto market, although the demand in the automotive environment is still large, the growth has slowed down. As a service company in the automotive Internet industry, the two companies have achieved a certain degree of growth in such a large environment. At the same time, according to the market data of the two companies, the business of the two companies is also showing polarization.

Since the car home has a large number of user bases, the service service is steadily improving. However, for the easy car, the current number of users is far from the car home, so the desire to obtain more revenue from third-party service providers is largely limited by the number of users.

For the car company and the car home, the company's third-party service revenue is also large but decided to sell with the car. At present, the growth rate of domestic auto market demand is slowing down, which will indirectly affect the income of the two companies. Although the number of consumers buying cars through the Internet is growing rapidly, the current situation is that users who purchase cars from traditional 4S stores still occupy most of the domestic base.

Therefore, in the short-term, Internet car service companies are still unable to obtain more operating income. Only through the increasing promotion and marketing teams to increase corporate income, while keeping up with the dynamics of the automotive market industry, actively making adjustments. It is the survival of these two companies.


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