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滴滴联合软银在亚洲市场驱逐优步

更新时间:2017-7-25 9:17:45 来源:纽约时报中文网 作者:佚名

Sensing Weakness, Uber’s Asian Rivals Make $2.5 Billion Play
滴滴联合软银在亚洲市场驱逐优步

HONG KONG — In East Asia, Uber’s biggest rivals smell blood.

香港——在东亚,优步(Uber)最大的竞争对手嗅到了血腥味。

Grab, the Singapore-based ride-sharing company competing with Uber for dominance in Southeast Asia, said on Monday that it expected to raise $2.5 billion in a new fund-raising round, in part with the help of the onetime major Uber competitor Didi Chuxing, which outmaneuvered its American rival in China.

总部设在新加坡、与优步竞争东南亚主导地位的网约共享汽车公司Grab周一表示,公司预计在新一轮融资活动中筹集到了25亿美元,这部分是靠优步曾经的竞争对手滴滴出行的帮助,滴滴在中国已经打败了其美国竞争对手。

The round will include a combined $2 billion from Didi and the Japanese tech investment giant SoftBank that would value Grab at more than $6 billion, according to a person familiar with the deal who was not authorized to speak on the record.

新一轮融资将包括来自滴滴和日本科技投资巨头软银(SoftBank)的20亿美元,这将使Grab的市场估价超过60亿美元,据一位熟悉这笔交易的人士说,该人没有评论此事的授权。

In laying down such a big pile of cash, Didi and SoftBank are betting that they can repeat what they pulled off in China, where Uber ultimately sold its operations to Didi in exchange for a 17 percent equity stake. More recently, Uber made a similar move in Russia, forming a partnership with Yandex.Taxi to cut down on competition there.

投下如此大量的现金是因为,滴滴和软银认为,它们可以重复他们在中国做成的事情,优步最终将其在中国的业务卖给了滴滴,用其换取了滴滴17%的股权。最近,优步在俄罗斯也作了笔类似的交易,为了减少竞争,与Yandex.Taxi建立了合作伙伴关系。

With a big, young, tech-savvy population, Southeast Asia has been an enticing market for tech companies, though large cultural and language differences across the region complicate matters. Analysts generally point to Grab as the market leader, but Uber remains competitive in several markets. In some places, local rivals have also mounted challenges.

东南亚拥有熟悉技术的年轻人口,一直是对技术公司有吸引力的市场,尽管该地区巨大的文化和语言差异让事情复杂化。分析师普遍认为Grab是市场的领导者,但优步在几个市场上仍有竞争力。在有些地方,当地的对手也对Grab构成挑战。

Now well-stocked with cash and focused exclusively on the region, Grab is aiming to push out Uber. In part, it is likely hoping to capitalize on recent turmoil: Last month, a shareholder revolt at Uber led to Travis Kalanick’s stepping down as chief executive, as Uber was exposed as having a workplace culture that included sexual harassment and discrimination, and policies that pushed the envelope in dealing with law enforcement and even partners.

如今,有充足资金并专注于该地区的Grab,正在把将优步挤出市场定为目标。在某种程度上,它可能是想利用最近的动荡:上个月,优步股东的坚持导致了首席执行官特拉维斯·卡兰尼克(Travis Kalanick)的下台,此前,优步允许包括性骚扰和歧视的企业文化、以及在处理与执法部门甚至合作伙伴的关系上超越界线的做法被曝光。

The investment also raises questions about Uber’s partnership with Didi. While the two are now partners in China, the investment announced Monday makes it clear that elsewhere, Didi still views Uber as a competitor. In the statement, Didi’s founder and chief executive, Cheng Wei, pointedly showed which side he was on, saying Grab had established “clear leadership in Southeast Asia’s internet economy.”

投资也引起了人们对优步与滴滴合作关系的疑问。虽然这两家公司目前在中国是合作伙伴,但周一宣布的投资显示,在其他地方,滴滴仍将优步视为竞争对手。在一份声明中,滴滴的创始人兼首席执行官程伟尖锐地展示了他站在哪一边,他说,Grab在“东南亚互联网经济中”建立了“明确的领导地位”。

Still, Uber is not Grab’s only rival in Southeast Asia. In one of the region’s most important markets, Indonesia, Grab is also squaring off against local rival Go-Jek in a competition that can be intensely local. Both companies make use of motorcycle taxis as well as cars and trucks.

不过,优步并不是Grab在东南亚唯一的竞争对手。在该地区最重要的市场之一印度尼西亚,Grab也在与当地的竞争对手Go-Jek进行着一场可能高度地方化的竞争。这两家公司都使用摩托出租车以及汽车和卡车。

The new fund-raising is a significant jump from the $750 million that Grab raised last autumn. But the new $6 billion valuation shows that Grab is still tiny compared to Didi and Uber. Didi is valued at about $50 billion, while Uber is valued at almost $70 billion.

新一轮融资让Grab得到了比去年秋季筹集来的7.5亿美元多得多的资金。但新增的60亿美元估值显示,与滴滴和优步相比,Grab仍是一家小公司。滴滴的市场估价约为500亿美元,而优步的估价接近700亿美元。

Both Didi and Grab are part of a global partnership that includes Uber’s main American rival, Lyft. Grab has also been taking other cues from Didi’s home market, including working to build a broader mobile payment system.

滴滴和Grab都属于一个全球伙伴关系,其中也包括优步在美国的主要竞争对手Lyft。Grab也一直在模仿滴滴在国内市场上的做法,包括建立一个更广泛的移动支付系统。

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