On May 3, 20654381,the two-day China New Energy Automobile Industry Summit Forum was closed. Nearly 200 Montana people from all over the country attended the meeting, including leaders at ZF level, our partners, friends in the industry, experts and doctors. Generally speaking, the second day's meeting was the most dry and wonderful, because the first day was really full of feelings of "beauty" and "tide", and some experts even said.
Looking back, Liu Xiaoyu, investment director of Huafeng Capital, once said that the development prospect of time-sharing lease is being recognized by more and more investment institutions from the initial indecision to the present eagerness. To this end, the entry of well-known domestic investment institutions such as Sequoia and Shunwei Capital seems to illustrate this point, and a new battle is about to start.
The difference between sharing a car and sharing a bicycle is that the identities of the parties involved in the war are extremely complicated. Internet startups, host manufacturers, traditional leasing companies, internet giants, traditional car rentals, platform service providers, etc. all want to share a piece of the time-sharing leasing market.
Allen Zhu of Jinshajiang once said that heavy assets are suitable for C2C (Didi) and light assets are suitable for B2C(OFO), both of which can maintain rapid business growth and monopolize the market. He also made a related analysis in the field of time-sharing lease: time-sharing lease is a heavy asset +B2C+ heavy operation, and the cost of a car is 200 times that of a bicycle. In other words, the money for paving 30,000 ofos is only enough for paving 300 cars, not counting a series of operating costs such as subsequent charging, parking, dispatching and maintenance.
The reason why you choose to enter the time-sharing industry is easy to understand. You stepped on the slogan of "sharing" and aimed at the car, a commodity with heavy assets and strong barriers. Once the industrial barriers of heavy assets are formed, they cannot be easily shaken. However, once the strength of an enterprise is not worthy of the "foresight" at the beginning of its establishment, or the company's personnel ratio and management ability can't keep up with the business needs, it will be difficult to play.
The evaluation of the bosses is always so high. I like to say practical. Half a month ago, we went to Yunnan. Yunnan is a province rich in tourism resources. There are many companies that do time-sharing here. The entrepreneur here said: "Every city will be different in topography and policies, which must be considered before layout. Simply copying and pasting is not desirable. Only by adapting to local conditions can we seize users. "
According to the analysis of travel under the same city, there are five application scenarios in the branch of time-sharing lease, namely commuting, business, short-distance travel, consumption and entertainment, cross-city car use and so on. , mainly concentrated in the city center and tourist center with high population density.
Different customer classifications will lead to long-term rental and short rent mode to meet the different travel needs of two people, a family and a group of people.
As a long-chain industry, time-sharing leasing not only involves new energy vehicles, but also involves the improvement of infrastructure such as charging piles. The operation level of the platform is very important in the immature state of various industries in the chain.
If the car is regarded as a mobile terminal, it involves the management of time-sharing cloud platform and the control of "terminal". Under the service architecture of cloud terminal, the interaction between terminal and cloud becomes particularly important. I remember that Meituan has laid similar "terminals" (network printers) in various catering service stores. Every order of the "terminal" can enjoy the share of the US Mission, and the US Mission also gets corresponding rewards from it. This printer is controlled by Meituan to cover the store.
Back in our car, the management platform of the industry needs to control this huge mobile terminal, down to the parts, that is TBOX. A while ago, a friend asked a demand. He said I could open the door remotely. I don't need control. I replied, if I turn off the car in the car, will you be unable to control me? In the latter part, you may think that repeated ignition, whether blowing air conditioners or continuing to use cars, will bring risks and costs to enterprises. TBOX can't be done with one locator and two wires (saving money), and not all cars need to be equipped with a one-button start to control this rough thing (spending money). You are all wronged.
Most of the operating platforms have great dreams and determination, but they ignore the basic research of time-sharing lease, whether it is business or function. For example, we are now faced with various customer needs. Judging from their models, there are different gasoline vehicles with hatchbacks and sedan, different new energy vehicles with two seats and four seats, electric vans, light trucks and many luxury hybrid models. From the model, different power systems, different output modes and different bus protocols have become various complex problems in platform application.
In fact, this kind of problem is testing the ability of TBOX. From vehicle adaptation to data compatibility, the complex work of interaction between the bottom and the car, such as interaction, timing, encryption and decryption authentication, polling and so on, is different. In addition, there are finished models. Their interfaces are complex and diverse. The easiest ones to understand are high school and low school. Different brands of cars have different hardware interfaces, and different grades of cars under the same brand and even bus data are different. The cost of business communication is very high, and it is impossible to realize the rapid expansion of business. No matter what new model is adopted, it needs to be repeated. The travel company led by the car factory has a single model and only meets the needs of some users. These difficulties and problems lead to the incompatibility of platform modes, which further affects the efficiency and control of platform operation.
Hardware TBOX is the key link. Although the future value lies in the platform, as a pipeline in cloud management, it is the data terminal of energy flow, information flow and logistics, the collection of energy use, energy storage and energy use, and the information channel of circular economy, low-carbon economy and energy economy. Adapting to a large number of vehicles, analyzing the CAN protocol for different vehicles is all dirty work, which basically needs to be tested on board, which is determined by the complexity of the previous vehicle. The development of new energy vehicles is particularly fast, and the replacement of auto parts suppliers is extremely frequent. These are essential practical work.
The underlying technology is done, and there are interface problems. The current interface protocol GB32960 is a subsidized dedicated channel, which is not suitable for application interfaces. For the above complex vehicle model and complex bottom layer, if there is no standardized interface protocol, the interaction between the terminal and the cloud will lead to complex and diverse development interfaces. As an interface protocol, every position of ABCD is very important, and every position is unimportant, so it is easy to be confused when dealing with various variables and action instructions. Handle these things well, and then the whole platform will be completed in application layer, database, APP interface, WEB and so on.
How to use and expand the data on the platform, if you have not studied the industry, is really not so clear. Now all kinds of platforms say that they are vertical platforms. In fact, we only need to be vertical and automotive, which contains a large number of data applications and business forms. If what I said is not in place or wrong, please leave a message to correct me. I take the data of industry application as an example:
In the field of time-sharing lease, the control categories include: unlocking, locking, looking for a car (flashing lights, honking) and raising windows (if anti-pinch can be used). Listening state categories include: door status, trunk status, whether the key is inserted into the keyhole, key gear, car light signal, parking brake, frame number, total mileage, vehicle speed, power control (enabled) and charging. These are the information and functions used in the time-sharing field. Fortunately, Chery, BAIC, Jianghuai, Yanshi, Haima, Yujie and many other car manufacturers have leased models, and also unified the relevant physical interfaces.
Expanding to the automobile peripheral business, we have mature customers who use this kind of data:
Auto finance: GPS location information, power control, vehicle speed, key status, total mileage.
Fleet management: cruising range, remaining power (fuel quantity), GPS, VIN, total mileage and vehicle speed.
Test drive: key status, door status, VIN, total mileage, GPS, short mileage (current mileage), remaining fuel, vehicle speed and fault light status:
Advanced driver assistance system: speed, steering angle, turn signal and gear.
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Taken together, it is found that some of these data are invisible and some are visible in these practical work. In the business mileage of their platform, the mode of "sending orders" is mostly adopted. As a passive component, TBOX performs related tasks and reports data according to the instructions and services of the cloud. Realizing so many commercial activities with one TBOX hardware naturally puts forward higher requirements for TBOX's rich interfaces, expansibility, stability and real-time. Therefore, TBOX with 4G transmission is preferred, and 2G projects and products should not be done if customers still propose 2G products unless they are special enough. What is left is the redundancy of hardware platform architecture, which is equivalent to completing the whole hardware platform architecture, such as communication, network, interface, power supply, business logic and other details are gradually optimized.
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