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优步(UBER.US)在印扩张遇阻!本土网约车独角兽Rapido凭独特模式逆袭
UberUber(US:UBER) 智通财经网·2025-07-11 07:07

Core Viewpoint - A lesser-known ride-hailing unicorn, Rapido, is rapidly attracting users in India, disrupting Uber's expansion efforts in a key growth market [1] Company Overview - Rapido, based in Bangalore, India, has transformed the local transportation industry with its low-cost motorcycle rental service and unique pricing model [1] - The company has achieved profitability for the first time, laying the groundwork for a potential IPO [1][4] Competitive Landscape - Rapido's app downloads exceeded Uber and Ola, with approximately 33 million downloads compared to Uber's 21 million and Ola's 19 million [3] - The company completes around 4.3 million rides daily, three times more than Ola and about 40% more than Uber [3] Business Model - Unlike Uber's commission-based model, Rapido charges drivers a low subscription fee, allowing them to accept unlimited orders and retain all earnings [2] - Drivers pay as little as 9 rupees (approximately $0.11) per day to use the platform [2] Market Importance - India is crucial for Uber, with over 1.4 billion people representing a significant expansion opportunity [1][2] - Uber's business in India is growing sustainably, focusing on higher-margin car services [3] Funding and Valuation - Rapido has raised $200 million from investors like WestBridge Capital and Nexus Venture Partners, achieving a valuation of $1.1 billion [3] Challenges - Rapido faces regulatory challenges, including a recent suspension of motorcycle rental services in Karnataka due to legal rulings [4] - There are ongoing discussions regarding the applicability of the Goods and Services Tax (GST) on zero-commission ride-hailing services [4] Safety and Consumer Focus - Rapido emphasizes safety, offering female-driven rides for women and installing seatbelts in auto-rickshaws [5] - The founders claim a better understanding of local consumer needs, identifying as part of India's middle class [5]