Previously, the hot market of online car Hailing had a direct impact on the traditional taxi industry, and even the spotlight once overshadowed the traditional taxi industry. However, in order to standardize the online car Hailing platform, many cities have introduced new rules for online car hailing, and many cities have put forward rigid requirements for drivers and vehicles. How much impact do these new rules have on traditional taxis?
Although the local new policy rules for online car Hailing have not been formally implemented, the shock wave has caused a number of online car Hailing platforms to surge. In particular, the first tier cities in Beijing, Shanghai, Guangzhou and Shenzhen put forward rigid requirements for drivers and vehicles, which undoubtedly hit the previously savage growth of the market.
At noon on October 12, a joint notice issued by didi and Uber circulated on the Internet, saying that they would unbind the drivers of non registered permanent residence and local vehicles in batches. The news quickly set off huge waves on the Internet. Although it was a rumor that didi and Uber responded in a timely manner through the official, the speculation in the industry continued to ferment, believing that the change of didi has become the general trend. In fact, behind the undercurrent of online car Hailing platform is the close hand fight between the new and old forces in the taxi industry.
New deal stimulus platform changes
Just as the new policies of local online car Hailing have been introduced, a message once again pushed online car Hailing to the air outlet of public opinion.
After the above-mentioned notice was circulated on the Internet, the person in charge of didi taxi who was interviewed by a reporter of China Times on the afternoon of October 12 said frankly to the reporter that the company had not sent similar news to the driver, and the joint notice circulated on the Internet was purely a rumor.
Today, we have received a number of phone calls from drivers, and we explained the incident for the first time. 'however, the policy is still in the stage of soliciting opinions. The company has not come up with any plan for this matter, and we have not received any information about it.
Even so, a master of the online car Hailing platform interviewed by the China Times said that he had prepared for the worst. Even if the online car Hailing platform did not issue such a document, with the platform's subsidies for drivers becoming less and less, they would have a chance to change careers.
In this regard, some people in the industry told reporters that the new policies will soon be implemented. Although the major platforms have not yet been adjusted, it can be seen from the incident that the undercurrent has been surging under the surface calm. It is sooner or later that how to change, how to change and when to start to change.
First tier cities in the first tier cities issued a draft of the website, showing that Beijing, Shanghai and Guangzhou have high standards for the drivers and vehicles of the network. Especially in Beijing and Shanghai, the local people's registered residence and local vehicles are required to be the operators of the network.
Under the rigid requirements of the first tier cities' online car Hailing opinions, all online car Hailing platforms complained. Didi and Uber, which occupy almost half of the domestic market, were the first to voice their cry that the public will face the old situation of "it is difficult and expensive to take a taxi".
According to the data disclosed in the drip, Shanghai has only 41 drivers who have less than 10 thousand drivers, with only 2.5% of Shanghai's registered residence. And the data of less than 10000 also includes drivers with foreign driving licenses. In addition, vehicles engaged in online car Hailing need to meet the new wheelbase requirements.
In fact, only 20% of the vehicles meet the wheelbase requirements, and only 2.5% of drivers meet registered residence requirements. If the vehicle license plate, driver's license and other requirements are added, it is optimistic that only 2% of the special vehicles in Shanghai meet the requirements, and 98% of the special vehicles will be eliminated. "The above-mentioned people are frank with reporters.
Old and new forces play games secretly?
"Behind the strict control of the major online car Hailing platforms is actually the game between the traditional taxi forces and the online car Hailing platforms based on the sharing economy. These two forces have been fighting each other for many times when they are competing for the huge taxi market. 'senior people in the taxi industry who have been observing the taxi market for a long time told reporters.
As we all know, before the emergence of online car Hailing platform, the traditional taxi company has always been the only one, and the taxi company has made a lot of money by virtue of its inherent advantages.
According to industry estimates, the average annual growth rate of China's taxi industry in recent years is about 8.7%. In 2009, the market scale of China's taxi industry was 119.51 billion yuan, and the total annual income of single vehicle was about 123000 yuan. In 2014, the scale of China's taxi industry increased to 180.84 billion yuan.
However, with the rise of major online car Hailing platforms in early 2013, the pattern of traditional taxi being the only one was broken for the first time.
A person familiar with the industry told reporters that, especially at the end of 2013, Internet private cars have bypassed the traditional control on quantity, price and qualification of taxi industry and expanded rapidly. With the rapid rise of major platforms, in order to seize the market share of the major platforms, with the help of high subsidies began to fight.
In the face of the impact of online car Hailing platform, the traditional taxi business has been directly impacted. In order to retain passengers, many taxi companies have begun to join the platform. Even so, under the background of the increasing number of private cars on various platforms, the previously established passenger flow of taxis has also been diverted.
At that time, taxis were the hardest hit. When the impact was serious, there were even large-scale boycotts of special vehicles, and taxi drivers often went on strike. "The above-mentioned people are frank with reporters.
Data show that in the first half of 2015, taxi drivers in Hangzhou, Tianjin and other cities went on strike for many times because they could not receive orders. At the worst, it also affected Shanghai. At that time, Yang Guoping, chairman of Shanghai Mass Transit (Group) Co., Ltd., once said at the press conference of "Shanghai taxi information service platform": "at present, there have been large-scale unstable incidents in 15 cities. I hope Shanghai will not have them. '
At the same time, many local governments have begun to restrain the brutal growth of online car Hailing platforms. Information shows that at that time, many cities such as Guangzhou and Chengdu witnessed the closure of online car Hailing platforms, and a number of senior executives of online car Hailing platforms were interviewed.
Then, in 2015, the first "car rental business license" of the online car Hailing platform was launched, which gave the controversial online car hailing a temporary legal identity.
Then on July 28 this year, the Ministry of transport, the Ministry of public security and the General Administration of quality supervision, inspection and Quarantine issued two important documents, namely, the guiding opinions on deepening reform and promoting the healthy development of the taxi industry, and the Interim Measures for the management of online booking taxi business services, which formally defined the legal status of online booking.
However, what didi didn't expect was that while the online car Hailing platform gained its legal identity, the local draft of the new deal added a 'hoop curse' to the online car Hailing platform.
According to the preliminary documents of the online car Hailing platform, the traditional taxi will win in the end, and the online car Hailing platform may target high-end customers in the future. 'another person in the industry said to the reporter that there is no doubt that the traditional taxi has achieved a complete victory.
In the face of the increasing demand of domestic taxi market, how to meet the needs of public users has become the biggest question at present when the online car Hailing platform is fully positioned as high-end users.
According to the forecast of Yiguan think tank, the transaction scale of Internet special vehicles in China will reach 55.93 billion yuan in 2016, an increase of 50.9% compared with 2015. It is estimated that in 2018, China's Internet car transaction scale will reach 81.38 billion yuan.
However, in recent years, urban congestion has become increasingly serious, and the expansion of private car ownership has further exacerbated urban congestion. The number of taxis in many cities obviously can not keep up with the growth of market demand. Due to quantity control, the number of taxis grows slowly.
Some people told reporters that, in fact, the rigid regulations are a double-edged sword, and the improvement of the rigid conditions for online car Hailing is not necessarily the starting point for congestion control. All kinds of signs show that with the introduction of the strict new rules for online car hailing in Beijing, Shanghai and other places, the era of black cars may come again, and the phenomena of insecurity, arbitrary fare increase, disorderly carpooling and scramble for passengers will revive.
The new policy of online car Hailing has affected many current online car Hailing drivers. With the release of the new policy details, many drivers intend to withdraw from the platform, because there are too many constraints in the new policy details. Although the new policy details can standardize the platform, if we do not grasp a degree of constraint, it may lead to the online car Hailing platform can no longer run.