Author | Li Tingting
The nearest American stock market Boyun. In the macro environment, new crown variants, high inflation and Fed raised interest rates to disturb the market barometer; China’s stock level, the trust crisis gradually returned to rationality, the China Securities Regulatory Commission implemented the overseas listing rules last week, and persisted back to the past.
But the refund of the drip has been set. Today, the drip discloses its second quarter of 2021, the third quarter performance data, and again disclosed information on the start of the New Handling Office and Hong Kong stocks.
This is the first disclosure of the report after the listing of the drip, in addition to the context of observing the thrust of the drip development, can also perspective to the future trend of the net approximation of the heavy warranty.
Q3 revenue decreased, loss of loss
From the first disclosed earning report, it is finally able to understand the drip, real business situation and financial situation in supervision of the tips.
In terms of financial, the total revenue of the drip is 48.2 billion yuan; the third quarter of 2021, the total revenue of the drip is 42.7 billion yuan, which decreased by 11.48% from the previous month.
Drops Revenue, Source Tip Finance
Under non-communication accounting standards, 2021 second quarter, drip adjusted resort is amortization The profit (EBITA) was a loss of 2.3 billion yuan. Last year, earnings 200 million yuan;
Among them, it was mainly affected by the change of the fair value of orange investment, and the drip confirmed by 20.8 billion yuan in net investment loss in the third quarter. In this influence, the net loss at the third quarter of 2021 was 30.6 billion yuan.
Big losses from the operating level mainly consists of other businesses including sharing bicycles, automatic driving, and international business, and putting the dripstick China Travel Business Single, I have basically bid farewell to the web approx. The quagmire of the car burning money.
Drops EBITA and the consisting of the source
Specifically, the three major business sections, China Travel Business (China Net Check, Taxi, Generation Driving and windmills and other business) In the second quarter of the revenue of RMB 44.8 billion, accounting for about 93% of total revenue; China’s travel business is 39 billion yuan in the third quarter of China, accounting for approximately 91% of total revenue. In the second quarter, the Chinese travel business achieved profitability, with the revenue of RMB 1.7 billion. In the third quarter, China’s travel business once again lost money, lost 0.29 billion yuan.
China Travel and International Business, a total of 30.04 million units of total number of core platforms in the second quarter of the second quarter of the core platform. In the third quarter, the drip was slightly contracted in China’s travel business, and the total transaction volume of the core platform was 68.7 billion yuan, with a total number of 2.855 billion.
In addition, the drip includes sharing bicycles and other businesses, car suits, cargo, automatic driving, and financial services, accounting for a big loss. In the second quarter, other business revenues were 2.6 billion yuan, lost 2.8 billion yuan; in the third quarter, the income of other business was 2.7 billion yuan, lost 5.7 billion yuan.
In addition to business, financial information, it also disclosed the dripping process and changes in the board of directors.
According to disclosure, December 3, the drip announced that the board supports the company from the New Handling Office, and has been approved by the company to carry out relevant work, and the board of directors also authorized the company to launch the preparation of the Hong Kong motherboard.
Drops also announced that Alibaba Senior Legal Director, the General Legal Consultant of Alibinal Life Service Company was appointed Directors of the Board of Directors and CEO Zhang Yong, Chairman, CEO, Zhang Yong, a director of the board.
Can the network of the network can rise again?
The inclusions after the drip launched, catalyzes the war of the network of the net worth of the net. The probability of loosely rushing the pattern, the second-line webmaster brand launched a collective big counterattack.
The first is the aggregated flow platform represented by the US group and Gao Ele. Especially the US group truck, in the stop of the network, the bus is expanding, and the US group taxi is incorporated into the US group app for two years, the US group taxis APP re-enclose multiple application shopping malls in July this year, \”resurrected\” Grab the air intent of the travel industry is obvious.
After the US Mission took a taxi, then the new driver was launched and the seven-day policy can be enjoyed after registration. Gao Depened taxi recently opened the new year driver swearing activities, using the driver from the driver, and seizes the market to the old routine subsidized.
Secondly, the vastness of the momentum is a traditional car gapse to attack with T3, Cao Cao, enjoy the road, and like. Car enterprises with the main plant background are frequently financing this year:
Cao Cao out of August, in September, completed two rounds of financing; T3 travel completed 7.7 billion A round financing in October, the investor included Alibaba, Tencent Waiting for; Guangzhou, in December, the strategic investment initiated by the automatic driving unicorn corporate Wenyuan.
After obtaining capital support, such as T3 chooses to smash the market, according to the latest data disclosed in December, the T3 travel platform has exceeded 3 million, refreshed the single-day peak record; if enjoyed, such as enjoy More invested in the layout of future travel, enjoy the road and MOMEnta cooperates to open Robotaxi trial services in Shanghai, such as a clerk knows that it is necessary to set up a large Robotaxi team with more than 200 units.
In addition, such as the \”King\” platform of Wanshun, Zebra ran, and the platform dominated by local public transport group or taxi company, the public travel, and A small number of local entrepreneurs are also planning a larger cake in the travel market.
In the context of market mind, the second-line webmaster brand really has a chance?
As the regional webmark car brand is stable in the local market, the challenges faced by the drip will also fall in front of them: how to implement the regulatory costs of the Internet of the Internet, how to implement Large-scale expansion is a problem; at the same time, the model of heavy asset investment improves business risks, can achieve forward profit, determines whether this is a business that can continue to do.
For the host factory of the admission, there is indeed a vehicle source advantage, but it is a novice at the operational level. In a city, there are hundreds of cars, but in the future, there is a huge test for their management capabilities when they operate hundreds of thousands of cars throughout the country.
and the rendering procedure is launched, and after the various negative impacts are done, the drip will also regain the advancement. Users accumulate, brand mind, operation and maintenance data, and profit models in China’s travel market basic running, are the first advantages of drops.
In any case, the industry competition has intensified to make the players to grind their own products, services, business models. Say goodbye to the burning war, after a few years of deposit, the market pattern is loose, the travel habits of the epidemic change, the revolutionary wave of the automotive industry, the breakthrough of automatic driving technology, all kinds of factors, jointly declared: travel industry entered a new Era.