阿裡、雷軍退出！曾估值百億！你可能正在用……

天眼查工商資料顯示，1月22日，國內實時公交產品“車來了”關聯公司武漢元光科技有限公司發生工商變更，阿裡巴巴（中國）網絡技術有限公司、由雷軍控股的北京順為創業投資有限公司及旗下武漢光谷咖啡創投有限公司等退出股東行列，同時，公司多位董事發生變更。

根據公開信息，武漢元光科技有限公司成立於2010年，位於湖北省武漢市，是一傢以從事研究和試驗發展為主的企業，註冊資本74.5452萬人民幣。作為最早深入公共交通實時查詢領域的企業，“車來了”率先實現了將“公交車到站時間”和“公交車到站距離”可視化，用戶可以進行基礎的線路查詢、預測車輛達到時間、車輛定位、進行上下車提醒等功能。“車來了”創始人&CEO邵凌霜及其多位團隊成員畢業於北大計算機專業。邵凌霜曾希望將“車來了”發展為多領域、國際化的公司。

據官方統計，“車來了”已覆蓋包括北京、上海、廣州、深圳、天津、杭州、重慶、成都、貴陽在內的全國448個城市，2015年公佈的日活躍用戶150萬，覆蓋公交車輛100萬輛，每日實時處理20億條公交車定位數據，日用戶查詢請求2000萬次。2017年公佈的總用戶量突破6000萬。

2013年~2019年期間，“車來了”先後獲得真格基金、雷軍、阿裡巴巴、CBC寬帶資本、光谷創業咖啡、弘道資本、活水資本等累計5000餘萬美金融資。其中阿裡巴巴參與了其A輪和B輪的融資，雷軍、徐小平、袁嶽等人參與數百萬天使投資。雷軍曾認為“車來了”解決了公交出行的“硬需求”。寬帶資本合夥人劉唯認為，“車來了”未來在公交移動支付、O2O領域的縱深探索，給了投資人足夠的想象空間。不過此後，“車來了”再無融資消息傳出。

此前有觀點認為，國人每次出行人數過億量，公交本身又具有高頻剛需等特點，該市場估值達百億。而“車來了”利用公交信息不對稱的痛點，能夠提升用戶出行查詢效率，率先搶占了這片“藍海”，長遠來看有助於為城市公交系統提供道路建設、線網優化等參考。

記者在某應用軟件查詢發現，目前主打公交查詢的獨立APP有“掌上公交”“公交來了”“車到哪-實時公交”等軟件，“車來了”APP累計下載次數最高達到3.5億。2017年2月份，“車來了”攜手嘉興市道路運輸管理局推出了公交大數據分析平臺，開始深挖公交大數據的潛力，並協助提升嘉興公共交通運作效率以及助力嘉興智慧城市建設。2022年，“車來了”公交大數據分析平臺還曾入圍第一屆全國交通企業智慧建設創新實踐案例。

據報道，“車來了”聯合創始人兼總裁孫熙在2019年的一次行業年會上曾公開表示，隨著共享單車、地鐵、網約車的風靡，傳統公交行業受到較大的沖擊，其運營效率和乘客體驗的關註也隨之越來越高。在消費升級的大背景下，傳統公交行業需要一場需求側改革。“車來了”積累大量的出行大數據，不僅是查詢工具，更為公交服務的質量監控、客流分析、線網優化等提供決策依據。

不過，隨著越來越多的城市推出了實時公交查詢大屏、地鐵APP等集查詢、定位甚至支付功能於一體的數字化系統，加上高德、百度、騰訊地圖軟件的高滲透率，對基於公交單一出行方式的“車來了”APP可替代性越來越強。與此同時，用戶對其“不準”、“車都過站了沒有提醒我”、“廣告泛濫，自動跳轉”等投訴也不斷。如何在完善公交地鐵出行規劃功能的同時，提升用戶體驗，參與市場競爭，是這傢企業需要面對的挑戰。

你用過“車來了”嗎？

體驗如何？

來源：南方都市報丨編輯：胡亞妮丨審核：田原丨簽發：安輝

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