For the traditional taxi industry and online booking taxi platforms, the real change is coming.
On October 10, the Ministry of Transport issued the "Guiding Opinions on Deepening Reform to Further Promote the Healthy Development of the Taxi Industry (Draft for Comment)" (hereinafter referred to as "Guiding Opinions") and "Interim Measures for the Administration of Online Booking of Taxi Operating Services ( Consultation Draft) (hereinafter referred to as "Administrative Measures").
In response to the above documents, the "Daily Economic News" reporter yesterday (October 11) contacted a number of platforms such as Didi Express, Uber and easy-to-use vehicles, each of which basically said that the "Management Measures" reflected the government's network. To reserve the support and recognition of the new format of the taxi (hereinafter referred to as the network car), the applicant will apply for the required qualifications and licenses at the first time, and will actively feedback. Uber further responded to the reporter's statement that it will not adjust the existing specific business for the time being.
However, for the major network car platforms, the joy of “turning positive†is difficult to hide the barriers to entry. The biggest rigidity requirement is that the three qualifications of platform, vehicle and driver are indispensable.
During the public announcement period, the platform will not move?
The "Daily Economic News" reporter combed two documents and combed a few key points. First of all, the new format of the special vehicle was characterized by the Ministry of Transport as a network car, which was included in the management scope of the taxi, and the private car was intended to be banned from operation. The network car and the parade to realize the misplaced development and differentiated operation.
In terms of the rapid drop, the "Administrative Measures" affirmed the legal status and market innovation of Internet buses to a certain extent. Drip Company will make responsible comments and suggestions on the basis of fully absorbing expert opinions, industry appeals and the wishes of the majority of drivers.
The relevant person in charge of Uber said that Uber China will seriously understand the spirit of the "Administrative Measures" and actively participate in the entire process of formulating the process. Once the management method is officially promulgated and implemented after soliciting opinions, the company will take this as a yardstick and actively adapt to the new normal of the industry development, and fully cooperate with the implementation of the new regulations.
Secondly, for the operation and management of the network car operators and the network car vehicles, the document clearly states: the operator should sign a labor contract with the driver of the access platform; the nature of the use of the vehicle should be registered as a rental passenger, and the road transport certificate is obtained. 》; It is forbidden for non-operating passenger cars to engage in illegal operations in the name of passengers; drivers must obtain qualifications after passing the examination.
If the above management measures are introduced, the most affected will be the rapid drop and Uber.
During the publicity period, will the platform make operational adjustments for specific businesses?
In this regard, Drip quickly did not respond. Uber told the reporter of "Daily Economic News", "Because there is a month of comment period for the draft of the consultation, we do not confirm whether the specific terms will be revised. Therefore, we will pay close attention to development, but in formal management. Before the implementation of the measures, Uber will not adjust the existing specific business."
It is notable to note that the low-cost private car road is notable. A few days ago, the "Guidance Opinion" and the "Administrative Measures" were released. The first one was the first special car license in China, and the network was issued by the Shanghai Municipal Transportation Commission. Platform business qualification permit.
After comparing the Shanghai pilot model with the national “Management Measuresâ€, the reporter found that the main difference between the two is the nature of the operating vehicles of Shanghai's unrestricted special vehicles.
In other words, if the private car meets the standard, it can also operate. However, at the time, Sun Jianping, director of the Shanghai Municipal Transportation Commission, said that in order to realize the misplaced development of the network car and the cruise taxi, the low-cost car was to be hit.
The CEO of Didi, Cheng Wei, responded that the express service is not covered by the license. When the reporter used Didi travel, he also found that when targeting the Shanghai area, the express train was “hidden†in the APP.
“The car is a phenomenon all over the world. There are still many challenges in how to manage it.†Cheng Wei told the media including the “Daily Economic News†that all the vehicles on the platform should meet the requirements. Still need a process of progressive realization.
According to the data of Analysys think tank: In the second quarter of 2015, the rapid, Uber and Shenzhou special vehicles accounted for the top three in the coverage of active passenger service in China by 82.3%, 14.9% and 10.7% respectively.
The private car model is popular in the country and the sharing economy and the development of the mobile Internet are inseparable, and it has a lot to do with the continuous subsidies. At the moment, the legalization of “special car†has led to new topics. Once market rewards and promotions need to be announced to the public 10 days in advance, private cars are completely rejected, or a network car can only be provided on one network service platform. How much is the market space for operating services and special vehicles?
Some insiders believe that the original positioning of the car is higher than that of the taxi. The current subsidy has slowed down compared with the peak period. With the gradual formation of user habits, the competition pattern will not change much in a short time.
However, the person also said that the policy direction still brings unknown factors to the platforms. At present, the B2C and heavy asset models of the Shenzhou special car have relatively high anti-risk ability, while the C2C and light asset model platforms may have to transfer heavy assets.
At the same time, the prospects for cheap car products such as Didi Express and People's Uber may be affected. In this type of business, passengers value the price advantage and the driver's mobility is also strong. Whether it is a ban on private car operations, or multiple requirements for drivers and platform registration restrictions, it may have an impact.
On the other hand, if the nature of the use of the network car is required to be rigidly registered as a rental passenger, then to some extent, the O2O sharing economy concept may exist in name only.
Zhou Zijing, founder and CEO of Ethere Capital, said in an interview with the reporter of "Daily Economic News" that the business logic of sharing the economy is based on the use of idle time and idle assets. The main advantage is that the supply can support the imbalance of the wave trough The order quantity, as well as the product characteristics and consumer experience, are distinct.
Zhou Zijing also mentioned that as a major development direction of the sharing economy, the effect of this high-value idle resource will be obvious. Sharing the economy as a new thing, the government needs time to observe how to supervise.
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