[Pacific Automobile Network, Industry Channel] When Didi and Kuaidi were on sale in 2014, it was a loss to go out and not take a taxi. It would be really good to be a good driver, and there would be no such thing as cracking down on black cars. Speaking of big things in the world, we will be together for a long time, and it is more distressing to burn money, right? As a result, Didi Kuaidi merged in early 2015.
At that time, I felt okay, because thanks to Uber’s timely entry into the competition, there were still a lot of coupons for the people who ate melons. With the development of the taxi business, Didi played a variety of tricks such as express cars, hitchhiking, and special cars. A large number of private cars were connected to the taxi platform, and taxis were indeed more convenient and fast. This period of brutal growth also exposed many problems. For example, if there were more people taking taxis in the morning and evening rush hour, would the city be more congested? A large number of drivers entered the platform, causing frequent passenger safety problems. In addition, it was particularly important to seize the territory of taxis. This period was also a period of high disputes between taxi drivers and taxi platforms.
Can the old and new business forms sit in rows and share the fruits? Impossible! The government and taxi drivers say that your online car-hailing is a black car! We want to crack down on black cars! Didi Uber said that we are a sharing economy, and we are committed to mobilizing resources to solve travel difficulties. How on earth can we do this? The Ministry of Transportation has not officially issued a document. Online car-hailing has grown into giants while being beaten up. It is already a subconscious habit for most young people to go out and open Didi or Uber, and the market that has burned no less than 10 billion has been cultivated!
Finally, on July 28, 2016, a day destined to be recorded in the history of taxis, the central government’s regulations on the management of online car-hailing were issued. The people who were supported by coupons praised it one after another, and it was a cheap taxi! Take a look at the picture below to feel it.
However, 4 days later, Didi merged with Uber! Speaking of major events in the world, it must be combined for a long time, this is all a routine! After learning that Didi acquired Uber, the mood of the melon eaters was immediately different. Take a look at the picture below to feel it.
Before discussing the issue of whether there will be cheap cars in the future, it is necessary to see the essence of the online car-hailing management method clearly. If you have the patience to read the official release of a "guiding opinion", a "temporary measure", and a "service specification", you will find that there are many routines, and the spring of online car-hailing is over!
First, let’s take a look at the official tone set for online car-hailing, "Prioritize the development of urban public transportation and moderately develop taxis, according toHigh-quality service, differentiated managementThe principle of orderly development of online car-hailing ".
Students pay attention, high quality and differentiation are the key points, especially from the perspective of the details, the requirements for online car-hailingBasically, it points to the existing special car.: "In-vehicle facility configuration and vehicle performance indicators should besignificantly higher thanLocal mainstream cruise taxis should provide Internet wireless access, mobile phone chargers, paper towels, etc. for passengers to use. "
And online car-hailing "should not patrol to pick up customers, and should not set up unified cruise car dispatch service stations at airports, railway stations, etc., or pick up customers in places where waiting in line is implemented." After the online car-hailing was subordinated to the management of the local transportation authorities, the original taxi was in charge, but now it is also in charge of online car-hailing. Taxi companies can calm down, we are our own relatives!
There were no bright spots in this taxi reform either, although it was mentioned that "all new taxi operating rights will be used free of charge" and "paid user fees will be gradually abolished". The amount of new additions was originally small, and there was no specified time limit for the gradual cancellation, which means nothing was said, especially when it comes to the issue of brother’s money, it is only mentioned as "equal association". Equal negotiation? According to the previous routine, the negotiation has to wait for the brothers to go on a collective strike, right? This is purely spiritual support for my brother.
This time, the online ride-hailing management method is like a "black jade intermittent cream" for traditional taxis. It will not be replaced. Even if it is complained, it will continue to exist as a cruise taxi.
This time, in addition to setting the tone and general norms, the specific management authority has been delegated to the local government, so the local government is the final speaker. It is expected that the policies of various places will require the following three major routines.
Routine 1: Price control, is this the rhythm of price increases?
Traditional taxis are priced by the government, and online car-hailing is no exception. "It shall not operate at a price lower than the cost to disrupt the normal market order." "Online car-hailing freight rates are subject to market-adjusted prices. The city people’s government believes thatExcept where it is necessary to implement the government-guided price"…"
And the performance of online car-hailing stipulated by the government is significantly higher than that of taxis, which is bound to increase the cost of taxi-hailing. Especially after the merger of Didi and Uber, can the people who eat melons still care about the promotion as much as before?
Although Didi officials have said that there will still be discounts, it is conceivable that areas with promotional incentives must be areas that need to expand, and the extent and scale of promotion will not be as good as before. After all, the government stipulates that the price must not be lower than the cost price to disrupt the market.
Will the price increase? Didi and Uber have already completed a large-scale price increase between June and July. The cost of Didi Express per kilometer has increased from 1.5 yuan to 1.8 yuan, and the cost per minute has increased from 2 cents to 3 cents. Uber’s cost per kilometer has increased from 1.5 to 1.79, and the cost per minute has increased from 2.5 to 30 cents. With the fluctuation of oil prices and the increase in hardware costs, future price increases are really possible.
In terms of price, it is impossible to get a cheap car. While providing fast and comfortable service, the price will also return to the cost line, which will be the new normal for online car-hailing prices!
Routine 2: Quantity control restricts expansion
Although national-level policies do not specify whether to implement quantity control on online car-hailing, it is conceivable that quantity control will definitely be standard.
As for Wu, the Wuhan traffic control department said that according to the investigation situation, it is necessary to see whether the number needs to be controlled, and the number should be controlled. They said that the formulation of the plan is not blind, and a process of investigation is required to see how big the market demand is and how much online car-hailing needs to be put into consideration.
Routine 3: Access control drives up administrative costs
Online car-hailing platforms, online car-hailing, and online car-hailing drivers all need to apply for a license, which is natural, but specific to various places, "The city people’s government issues the" Online Booking Taxi Transportation Certificate "to online car-hailingIf otherwise stipulated, from its provisions…
"The specific standards and operating requirements of the vehicle shall be determined by the corresponding taxi administrative department…Determined according to the actual local situation". Combined with the actual local situation, for example, if the online car-hailing operation in Guangzhou is purchased uniformly, can it work? Obviously not satisfied!
In general, the regulations on online car-hailing at the national level still respect market-oriented operation, but the authority delegated to local governments is very large, or is this itself a routine?
All localities can have their own version of management, and they will be introduced before November 1. Is it to streamline administration, delegate power, or strictly govern? Is it to encourage innovation or maintain stability conservatively? In addition to the orientation of local governments, the power rent-seeking that may be brought about by various controls is also worthy of vigilance.
What is this called? This is called God closing a door and then using it to clamp your brain.
The sharing economy essentially improves resource utilization on the basis of mutual benefit. Uber is a typical representative of the sharing economy. It absorbs private cars to engage in online car-hailing services. But after the New Deal, can private cars be directly converted into special cars? The measures stipulate that "online car-hailing services shall not be provided in the name of private passenger car sharing."
Therefore, the private car must change its operating nature, purchase the corresponding commercial insurance, obtain the corresponding license, and then meet certain requirements for the age and condition of the car, such as installing satellite positioning devices, emergency alarm devices, and not recording 12 points in the last three consecutive scoring cycles.
Such a threshold will obviously repel a lot of original intention to do carpooling/ride-hailing private cars, and the original full-time network car owners, in view of the hard requirements of the vehicle, a number of economical private cars may be cleared.
Since it is called the sharing economy, it is also an essential part to benefit drivers. At present, the share of drivers on the Didi platform is about 20%. Will the share be increased after the merger? Will the incentive be reduced? At present, Xi’an Didi drivers have revealed to the media that since August 4th, Didi has reduced the reward for all private car franchise drivers by 80%. It is expected that all rewards for private car franchise drivers will be cancelled next.
As an ordinary person who has received Didi discounts, he belongs to a group that is more sensitive to taxi prices. He has never played the special car himself. Fortunately, the essence of poverty is not unique to me.
According to a report by Peking University, from the characteristics of riders, young people and migrants are more likely to choose online car-hailing trips. This shows that online car-hailing is becoming an effective tool to ease the "travel difficulties" of people without (qiong) cars (ren). But the new online car-hailing clearly refers to high-end special cars. Do you have to honestly squeeze the bus and subway? Has the sharing economy gone to see Marx?
Conclusion:
For Youshi, online car-hailing is just a new form of taxi, and it needs to be controlled. Although the new policy takes care of the vested interests of traditional taxis and constrains online car-hailing, I am not worried about online car-hailing at all, because the new technology is unstoppable. Especially a local snake like Didi, with its size and influence, actually occupies a great advantage in the market competition.
Taxi is just the first step. The unified Didi will become a huge transportation platform entrance in the future. On the basis of optimizing big data processing capabilities, it will be able to develop diverse services and achieve far more commercial value than it is now.
It’s just that the monopolistic ride-hailing platform has become the strong party. Didi’s current valuation has reached 27 billion US dollars. In the face of such a huge business empire, drivers and passengers have no bargaining power at all. As a result, the share of the national market, similar to molecular money, makes the ride-hailing platform actually become another kind of taxi. In the short term, the various hardware costs and administrative costs brought about by the game between the ride-hailing platform and the local government will naturally be passed on to consumers. So, the next question is – do I want to buy a bicycle or a battery car?
