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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

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


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.


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.


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.


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.


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.”


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.


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.


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.