Mobility in China...2018/04/17 · Rental Limo Service Car Sharing Managingdemandfluctuation 91 84...
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Leo Cai， 2018.4 Mobility in China
Transcript of Mobility in China...2018/04/17 · Rental Limo Service Car Sharing Managingdemandfluctuation 91 84...
Leo Cai， 2018.4
Mobility in China
Key Touch Points
eHi StoryMarket
drivers
Fact Sharing Opportunities
About eHi
Our name comes from e-Hail then become eHi
Founded in 2006
Strategic partnership with EHI
Both car rental & chauffeur services
Our Size
400+cities，4000+locations
200+vehicle types
50,000+Corp clients
24X7
20,000,000+Members
eHi is listed in NYSE
Expansion History
~
EHI, AVIS & HERTZ’s Strategy in China
Go it alone
Team up with SOE
Team up with eHi
Service Offerings
Car Rental
LimoService
Car Sharing
Managing demand fluctuation
91 84 98 103 130 137 156 176226 252
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129 132148 157
184200
221247
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394421
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Q1'2013 Q2 Q3 Q4 Q1'2014 Q2 Q3 Q4 Q1'2015 Q2 Q3 Q4 Q1'2016 Q2 Q3
Car rentals Car services
Net quarterly revenues (RMB mm)
We build our own brand
Direct book > 80%
OTA < 15%
Our Fleet
Key facts for major OEMs
Global Sales (M)
China Sales(M) China % of Global
China largest market?
VW Group 10.3 4.2 41% Yes
Toyota 10.2 1.14 11% No
GM 10 4.04 40% Yes
Mercedes 2.3 0.588 26% Yes
BMW 2.09 0.594 28% Yes
New Car Sales Comparison
EV in China
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单车
High Speed Rail System in China
Game Changing Social Media
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WeChat = WhatsApp+ Facebook + Twitter+ Instagram + Apple Pay + Skype
That eliminates Outlook, Phone call, SMS, Voicemail, ATM, Cash
> 90% booking from mobile
Urban populations in China v.s. USA
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Shanghai (34 million) Guangzhou (25 million) Beijing (24.9 million) Shenzhen (23.3 million) Wuhan (19 million) Chengdu (18.1 million) Chongqing (17 million) Tianjin (15.4 million) Hangzhou (13.4 million) Xian (12.9 million) Changzhou (12.4 million) Shantou (12 million) Nanjing (11.7 million) Jinan (11 million) Harbin (10.5 million)
The Top 10 Largest U.S. Cities by Population•#1 New York City, NY. (8.55 million) •#2 Los Angeles, CA. (3.97 million) •#3 Chicago, IL. (2,72 million) •#4 Houston, TX. (2,30 million) •#5 Philadelphia, PA. (1,57 million) •#6 Phoenix, AZ. (1,56 million) •#7 San Antonio, TX. (1,47 million) •#8 San Diego, CA. (1,39 million)
Shift of ownership to on-demand
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单车
Shared Economy in China
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Mobility landscape in China
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Taxi
Car
Bus
Parking
RidesBike
Key Players in Shared Mobility
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The case of bike-sharing
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The case of DiDi
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Addressable car-rental market
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Auto ownership 170M
License holders 320M
Adult population 860M
Existing car rental users: < 20M
Autonomous driving in China
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单车
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