"Small droplets are still doing their best to communicate with the relevant departments about the new rules of the car, please take care of your recent orders." On the evening of October 30, Didi traveled and pushed a message to the express driver. "Communication" is the most active activity of the company after more than 20 days after the introduction of the draft new deal of the local network. The communication target is the relevant government department.
And more people who are touched by the draft are puzzled. “What makes it easier for people to take a taxi?†On October 31, the day before the official implementation of the New Deal, the employees of the Northeast Region posted such a sentence in their circle of friends.
On Saturday, the Shenyang New Network rules (consultation draft) landed, which stipulated that the vehicle price must be more than 130,000 yuan, the vehicle age must be within 2 years, the wheelbase must be no less than 2700 mm, and the displacement is not less than 2.0L. Or 1.8T, the new energy vehicle wheelbase must be above 2650 mm. In addition, the New Deal rules also impose restrictions on the order of the order, for example, the network car can not be taken at airports, stations and other places. However, according to the data previously disclosed by the Drip Platform, the vehicle displacement of the express driver on the Drip Platform is 92.2% below 2.0L, not to mention that Shenyang is only a second-tier city, and the average car condition is definitely not as good as that of the first-tier cities such as Beishangguangshen.
In Beijing, Shanghai, Tianjin and other places, the rules for the new rules of the network have made more stringent restrictions, the most influential is that the driver is required to have a local household registration, and once the rules are implemented, for the platform of Didi, Yizhi, etc. It is undoubtedly a huge blow. "The company has been actively communicating with relevant departments around the world. I believe that the chances of the New Deal's relaxation are still there." The employee told Tencent Technology.
In the eyes of President Liu Qing, the travel market of China is the most challenging, complex and most promising market in the world. Now, in addition to facing local and foreign competitors, Didi also needs to face changing policy changes. Obviously, this is the biggest challenge Didi encountered in the second half of the trip.
The drip message received by the express driver
Drip hope and despairOn October 15, Beijing, Shanghai, Guangzhou, Shenzhen, Chengdu and other places announced the draft of the implementation rules for the implementation of the network car management has ended the consultation stage. Two days later, the National Development Research Institute of Peking University hosted a seminar on the development and regulation of the network car at Peking University Yanyuan. Didi invited some media to participate as co-organizers.
Zhou Qiren, a professor at the National Development Research Institute of Peking University, made a briefing on the driver's household registration restrictions in the rules through video links. "The opinions of several municipalities are very surprising. Why do you need a network driver to have an account? â€
In addition to household registration, vehicle qualifications are also a hot topic. Zhang Weiying, professor of Jinguang Economics at the National Development Institute of Peking University and director of the Center for Market and Network Economy Research at Peking University, believes that most local governments have introduced rules for landing vehicles that make it impossible to afford drivers of higher-priced vehicles. Unable to provide travel service. Higher-spec vehicles also increase travel costs, and low-income people will not be eligible for online car service.
On July 28 this year, the Interim Measures for the Administration of Online Booking Taxi, which was brewed for two years, was finally released. The revised "Interim Measures" has revised the vehicle retirement period in the previous consultation draft, and changed the 8 years of retirement to be net scrapped when the mileage of the vehicle reached 600,000 kilometers. The mileage did not reach 600,000 kilometers. When the service life reaches 8 years, the company will withdraw from the network. The more relaxed and favorable "Interim Measures" is equivalent to giving the network car platform a legal operating license.
However, Drip and other network car platforms have not had time to celebrate this toast, the local rules announced from October 8th are like a basin of cold water poured on them.
"(Regional details) is even worse than I thought." Easy to CEO Zhou Hang told Tencent Technology. Before the announcement of the rules, Zhou Hang was more worried about the regulation of the number of vehicles. "I did not expect to pass the household registration (control)."
According to the official data provided by Didi, less than 10,000 of the more than 410,000 drivers activated in Shanghai have local household registration. Although Didi did not disclose Beijing's data, according to our experience, the number of express train drivers who meet the Beijing Jing brand is very limited.
In several network car platforms, the merger of Didi and Uber China accounted for more than 90% of the entire market. In terms of scale and volume, Didi will suffer the most pressure and impact. . Some people describe it, it is like a sharp sword holding a drop of throat.
Nowadays, the market value has reached 35 billion US dollars. I have experienced the Internet travel market from scratch, and I have experienced the flesh and blood of competitors such as fast taxis and Uber China. "But now we are encountering The toughest stage." A Didi employee said to Tencent Technology.
Drip did not give up the effort. From the CEO of CCTV to the CEO of Didi, the employees of the government relations department of Didi are actively communicating with relevant departments in various places and hope that the rules can be relaxed and relaxed. Some drivers still have hopes for this, and they expect Didi to gain some space in this game.
Car rental companyTencent Technology has learned that in the 20 days of Beijing, Shanghai and other cities, the car rules are gradually unveiled, and some car rental companies that cooperate with Drip and other network car platforms are still recruiting car drivers, but the recruitment conditions have been done. Make the corresponding adjustments.
The recruitment manager of Shanghai Shanqian Car Rental Co., Ltd. told Tencent Technology that he is now responsible for the recruitment of 20 drivers. As long as there is a Shanghai local residence permit, it is not yet adjusted according to the rules. In Beijing, a leasing company that cooperates with Didi has clearly stated in the latest recruitment that applicants must have a Beijing account and a bonus of 200 yuan/person for the applicant who is a registered household.
It can be said that the driver is obviously affected by this new deal, and the impact of the large number of car rental companies behind it can not be ignored.
Before the promulgation of the new contract, the “four-party agreement†model signed by the car rental company and the network car platform, labor service company and driver was once considered to be the key to avoiding the passenger transportation management rules and realizing the “legal†of the network car.
Coupled with capital incentives and subsidies, “monthly entry into the 10,000†has become an important reason for many people to join Didi, Uber and other network-related vehicles. Since there is not enough money to buy a vehicle, many car owners who wish to join the Drip Platform have to rent a car or loan to buy a car through the rental company, and repay thousands of dollars in car rental fees or monthly payments.
The data shows that in the first-tier cities such as Beijing and Shanghai, hundreds of leasing companies have cooperated with Didi, and some survival measures have been used to survive the fittest.
Some media reports said that Didi also asked the cooperative leasing company to have a certain number of own vehicles, and the leasing company could directly recruit drivers. For many leasing companies, this obviously requires a large amount of capital, and once the network car rules are implemented without modification, these traditional leasing companies that have invested a lot of money into the network car industry will obviously be seriously affected.
The driver was forced to fleeZhou Hang told Tencent Technology that after the implementation of the New Deal, the Internet travel industry will bid farewell to the previous competition for burning money and return to the track of relatively high-quality services and the pursuit of differentiated operations.
Master Zhao from Baoding has been a Didi Express for three years and has experienced the process of growing from a startup to a $35 billion unicorn.
Master Zhao told Tencent Technology that his monthly income exceeded 20,000 three years ago. Since the beginning of this year, with the continuous reduction of driver subsidies and the cancellation of the full-sale rewards, it is now only 11 hours a day, only limited to monthly. After 4 days of rest, Master Wang’s monthly income is only 6,000 to 7,000 yuan.
After the subsidy, the income of the cliff-type diminishing, as well as the rigorous new business of the network, made these unqualified car drivers "get rich dreams" into a bubble.
The sharp reduction in income has caused many drip drivers to hesitate to continue to pull the express car. With the release of the previous draft, Master Zhao feels it is necessary to find the next job. "Doing this (Express) is free to use it. If you can't do it, you can go back to your hometown." Master Zhao said helplessly. And the special car and express driver who do not have a local account like Master Zhao have already occupied the vast majority of the drivers in Beijing and Shanghai.
Just as Didi faced a policy-induced bottleneck, Liu Qing was attending the Wall Street Journal Global Summit in California. In an exchange with Jason Dean, Global Technical Editor-in-Chief of The Wall Street Journal, Liu Qing said that when the battle with Uber is overwhelming, the next strategy is to become a global enterprise. But before moving on to the international market, the first thing to be solved is how to deal with the policy problems of the main battlefield of China's travel.
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