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独家 | 传滴滴即将接入ofo,共享单车大战格局或生变
发布时间:2018-05-10 17:17

36氪从ofo内部获得消息,可能在今年4月份,ofo将会接入到滴滴出行的App上,届时用户可以直接在滴滴上面使用ofo的服务。

“这件事最近被频繁地提上日程,内部消息是下个月就有可能接入。”一名ofo内部员工说。36氪向滴滴官方、ofo官方求证了此消息,但截止发稿时,两家公司均未对此确认或否认。

ofo创始人戴威曾在去年12月表示,何时接入滴滴APP,没有明确的时间表。“ofo的模式是没有GPS的,用户看到车就用,整个逻辑跟滴滴平台打车的逻辑不太一样,但近期我们会跟滴滴联合推出一些东西。”

不过类似的接入并非没有先例。今年2月,微信联合摩拜单车宣布,用户通过微信“扫一扫”扫描摩拜单车车身上的二维码,就可直接进入摩拜单车微信小程序,点击开锁即可用车。

这并不是第一次传出ofo会接入滴滴的消息,也不是两个平台的第一次深度绑定。此前,滴滴参与了ofo最近三轮的融资。根据腾讯科技的报道,一位共享单车投资人透露,ofo经过多轮融资以后,滴滴已经成为ofo最大股东,占股超过30%。“这意味着,滴滴在ofo的话语权更强了,同时,ofo的成与败,滴滴将是最大利息相关方。”

这也不难理解,滴滴将ofo接入之后,将作为巨大的用户流量入口为其导流,而ofo则进一步巩固生意体量,在滴滴的加持下提高行业地位和想象空间。

而且,如果真的将ofo接入进来,也意味着滴滴及其背后的资本在进一步弥补自己在出行领域的缺口。

有知情人向36氪透露,曾经滴滴也想做共享单车,但是出于某些原因没能实现,最终只能作为ofo的投资方。不过这并不意味着滴滴不会更进一步涉足这个市场。

滴滴投资ofo,无非是瞄准了“最后三公里”的机会。

当前国内在“最后三公里”领域仍是一个非常初级的阶段,也没有系统性服务商。而在北上广的一线城市,交通的繁复令各大出行平台对“最后三公里”争夺日趋激烈。

“从出发地到目的地3公里,到底是打车还是骑车,这对于用户来说是可以选择的,选哪一个都说得过去。”一名ofo内部员工说,而滴滴的做法就是自己要把不同的选项全部覆盖。

在滴滴和ofo及其投资人看来,共享单车领域已经迎来了一个快速增长期。Ofo的一名公关曾对媒体表示,以专车和快车为例,2012 年之后的这几年,发展速度是非常快的。ofo 则是在 1 年的时间里,把日订单量从 200 单做到了50万单,“过去的专车快车,现在的 ofo 都是经历着高速的增长,这个势头是类似的”。上述公关人员说。

去年12月末,ofo联合滴滴推出红包活动,这是ofo被滴滴战略投资后双方首次进行大规模合作。而活动采取的红包策略,也被认为是滴滴历来进行市场推广的利器之一。

按照滴滴方的说法,2017年仍旧会将主要精力放在出行领域,希望能够打通每个人的出行。这意味着所有的出行方式都将会被覆盖到,共享单车也会是滴滴发力的方向之一。

36氪认为,滴滴进一步接入共享单车还有一个重要的原因在于,与“苛刻”的互联网专车规定相比,共享单车发展初期便受到了政策鼓励,约束条件也颇为合理。而去年至今一直受网约车新政影响的滴滴出行无论是从政策角度,还是从新的业务增长角度来看,都有可能会更进一步从共享单车的风口上分得一杯羹。

不过,36氪还有疑问,没有导航的ofo要怎么接入滴滴,以及接入之后到底会给用户带来哪些影响?

“据我了解到的情况是,滴滴可能会把技术和导航这快的事情承包给第三方公司。”上述ofo内部员工说,接入滴滴之后的ofo可能依旧没有导航,用户在页面上主要行使扫码开锁和支付功能。

至于用户体验方面,上述内部员工表示,“本来ofo的主体功能就比较单一,操作起来非常的简单,相信可以无缝对接到滴滴平台上,”他强调,“毕竟未来的趋势是,人们手机上装载的app数量将会越来越少”。


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