"This wave of epidemic has gradually subsided, and I am ready to get out of the car again." said Hong Mu (pseudonym), a car-hailing driver in Beijing.

At the same time, recently, Taiyuan, Qingdao, Changsha and other places have accelerated the removal of unlicensed vehicles, and the compliance rate of online car-hailing orders in major central cities across the country has continued to increase.

  Recently, the Taiyuan City Transportation Comprehensive Administrative Law Enforcement Team’s online rental law enforcement team issued a notice to each online car-hailing platform, and the platform immediately rectified and retired, and all 3965 online bookings verified in May were cleared before June 30. Cars operating unlicensed vehicles without a license, and unlicensed online car-hailing vehicles seized by law enforcement departments during road enforcement will be punished by the upper limit in accordance with the law.

  The notice requires that from July 1st, the supervision platform will verify the illegal vehicles, and will implement online evidence collection and punishment on the dispatch platform according to law; for platforms that refuse to rectify and withdraw, and the rectification is not effective, multiple departments will be stationed on the platform to supervise the handling until they are removed from the shelves. APP, stop the city's online car-hailing business services.

  Since last year, the online car-hailing industry has undergone in-depth adjustments.

Some people in the industry believe that the compliance rate is also competitiveness; in the future, the car-hailing industry will flourish, and the aggregation model and the self-operated model will coexist for a long time.

  Accelerating the removal of unlicensed vehicles, the industry has entered a new stage of development

  The Beijing News Shell Finance reporter noticed that since this year, Xining, Changsha, Qingdao, Guangzhou, Dongguan and other cities have also requested the removal of unlicensed vehicles.

In fact, after the safety incident in 2018, the compliance process of the online car-hailing industry has accelerated.

Relevant departments continue to require platforms to complete rectification within a time limit, and a large number of drivers who do not meet the conditions have withdrawn.

  In March 2021, the Ministry of Transport officially launched the online car-hailing compliance information inquiry service, which can be inquired by entering the license plate number.

According to the relevant regulations on the management of online car-hailing, drivers of compliant online-hailing taxis need to obtain the "Online Taxi Booking Driver's License", and compliant online-hailing vehicles need to obtain the "Online Taxi Booking Transportation Certificate".

  According to the statistics of the online car-hailing supervision information exchange platform, as of May 31, a total of 274 online car-hailing platform companies across the country have obtained the online car-hailing platform business license, an increase of 4 from the previous month; a total of 439.2 10,000 copies and 1.762 million copies of vehicle transport certificates, an increase of 3.9% and 0.5% respectively from the previous month.

  Among the top 10 online car-hailing platforms in terms of order volume, Ruqi Chuxing has the highest order compliance rate, and Hua Xiaozhu Chuxing has the lowest.

Among the major central cities, 12 cities including Guangzhou, Hangzhou, Xiamen, Zhengzhou, Shenzhen, Haikou, Hefei, Nanjing, Nanchang, Changchun, Fuzhou, Lanzhou and other 12 cities have an order compliance rate of over 80%.

  However, for the notice of "all unlicensed vehicles will be cleared before June 30", many travel platform personnel said that they have not received the relevant notice.

On June 22, someone in the travel industry, He Yan (pseudonym), told the Beijing News Shell Finance reporter that he had never heard of "completion of compliance rectification at the end of June".

  Ding Daoshi, a senior Internet observer, believes that whether to complete the rectification and whether it can actually be completed are two different things. However, the compliance rate is also competitive.

As compliance becomes the main theme, if non-compliant companies are frequently interviewed for rectification, it is better to operate with compliance and peace of mind as soon as possible. This applies to companies on the platform as well as vehicles.

  "Regardless of whether 100% compliance can be completed by the end of June, compliance must be the general trend, most vehicles will be compliant, and the entire industry will develop towards a better and faster trend, not as fast as before. The industry will enter a new stage of positive and healthy development." Ding Daoshi said.

  The epidemic affects orders, and the pattern changes constantly

  Hong Mu (pseudonym), an online car-hailing driver in Beijing, said, "I haven't run since this round of the epidemic started. It will be restarted in a few days. The platform requirements are still as usual, and nucleic acids are on time, but there are fewer orders now."

  Ding Daoshi believes that at present, the online car-hailing industry is facing difficulties, and the long-term stagnation of business has brought financial pressure and affected the operation link.

After the epidemic prevention and control improves, orders can be resumed, and industry confidence will gradually recover.

  The online car-hailing platform is also helping itself. In early June, Cao Cao traveled the news of layoffs.

On June 8, a former employee of Cao Cao's trip told the Beijing News Shell Finance reporter, "I received a layoff notice on Monday, and the proportion of old employees is relatively high. The old employees who have been on the job for a long time will be compensated 2n+1. The average employee is n+ 2."

  However, Cao Cao Travel responded, "The news about layoffs is false. The company's normal business adjustment will focus more on its main online car-hailing business. At the same time, we will continue to welcome outstanding talents to join."

  Since last year, Cao Cao has been traveling continuously.

In the second half of 2021, Gong Xin, the former general manager of Didi's special car business department, will be appointed as the general manager of Cao Cao Travel, and Liu Jinliang, the former chairman of Cao Cao Travel, will be in charge of the new business model of Geely Travel, Chongqing Happy Ten Thousand Homes.

  In April of this year, it was reported that Cao Cao Chuxing would break up with Geely, and Didi Chuxing intends to merge.

Cao Cao Travel responded to this, saying, "The rumor is untrue, and Cao Cao Travel has no intentions or actions related to this."

  In addition, Didi Chuxing has also made new progress. Didi Chuxing announced that a special meeting of the company's shareholders has approved a resolution, and the company will be delisted from the US stock market. In order to better cooperate with the network security review and rectification measures, before the delisting is completed, The company's shares will not be listed on other stock exchanges.

  In fact, since the second half of 2021, the online car-hailing industry has undergone profound adjustments, and “Meituan Taxi” has also returned to the arena. T3 Travel, Cao Cao Travel, and Hello Travel have successively announced financing news.

Navigation platforms such as AutoNavi Maps, Baidu Maps, and Tencent Maps have also increased the aggregation mode for taxis.

  "Since last year, the industry has changed, and other platforms have also increased their stakes to compete for market share. However, the epidemic has greatly suppressed the demand side of the online car-hailing industry, which has a general impact on all platform companies. After the epidemic has been effectively controlled, It should gradually improve." Du Shen (pseudonym), a person in the car-hailing industry, believes.

  Historical ills are gradually resolved, and the industry can develop sustainably

  "I used to think that the platform's commission rate was not transparent. The difference between the fees paid by passengers and the fees we actually received was unknown to both drivers and passengers. Later, the platform disclosed the commission level, which dispelled our doubts." The driver Lin Fan (pseudonym) introduced.

  In the context of compliance and industry adjustment, the historical problems of the online car-hailing industry are also constantly being solved. Since 2020, commission fees have become a problem that Internet platforms need to face directly.

In March 2021, the National Development and Reform Commission and other departments required to guide online platforms such as car-hailing to rationally optimize the fees and commissions for personal use of platform operations.

  In May of that year, Didi Chuxing issued a statement showing that in 2020, the income of Didi’s car-hailing drivers accounted for 79.1% of the total passenger payables.

Of the remaining 20.9%, 10.9% are passenger subsidies, 6.9% are corporate operating costs (technology research and development, servers, security, customer service, manpower, offline operations, etc.) and tax and payment fees, and 3.1% are online appointments. Net profit of the car business.

  In August of that year, Li Huaqiang, the head of the Transportation Services Department of the Ministry of Transport, said that the online car-hailing platform was required to reduce the excessively high commission ratio, set the upper limit of the commission ratio, and announce it to the public.

At the same time, ensure the reasonable labor remuneration of drivers, continuously optimize the dispatching mechanism, scientifically determine the working hours and labor intensity of drivers, and avoid overtime labor and fatigue driving.

  Entering 2022, the Ministry of Transport and other 8 departments jointly revised and issued the "Notice on Strengthening the Joint Supervision of the Online Taxi Booking Industry Before, During and After the Whole Chain" to jointly supervise the entire chain of the online car-hailing industry.

Subsequently, the Ministry of Transport took "the implementation of new forms of transport business platform enterprises into the 'Sunshine Action'" as one of the practical things closer to people's livelihood in 2022.

  Du Shen said that the online car-hailing industry has passed the stage of savage growth. Platform companies must continuously improve and optimize the commission level, pricing rules, and order delivery model. The industry has entered the stage of refined management. Although the operating costs for platform companies have increased, It still promotes the sustainable and healthy development of the industry.

  Regarding the future development of the industry, Ding Daoshi believes that for the future direction of the industry, the online car-hailing market is not a cake for one company, but a market where a hundred flowers bloom. , AutoNavi, Baidu and other fourth-party travel platforms, as well as a large number of online car-hailing travel service providers operating in third- and fourth-tier cities, to jointly meet consumers’ diversified travel services.

  "The theme of future development will focus on several aspects. First, compliance will be more in-depth, but the threshold and conditions of compliance will be more pragmatic. The second is to use technology to continuously improve the efficiency of supply and demand matching, reduce operating costs, and make profits. Consumers and car owners are the same general direction. Third, the aggregation model and the self-operated model will coexist for a long time, and each will give play to its comparative advantages, which is beneficial to the industry as a whole.” He Yan said.

  Beijing News Shell Finance reporter Chen Weicheng

Keywords: