article: understand the original car emperor Li Dezhe
[understand the original car industry industry] Recently, Xinhua News Agency published a commentary, focusing on the issue of the online car-hailing platform. On the second day after the report, Didi Chuxing officially released a description of Didi's car-hailing fee, which was suspected of responding to the Xinhua News Agency's commentary.
On the evening of May 7, Didi Chuxing responded that in 2020, the income of Didi's car-hailing drivers will account for 79.1% of the total passenger payables. Of the remaining 20.9%, 10.9% are passenger subsidies, 6.9% are corporate operating costs, including technology research and development, servers, security, customer service manpower, offline operations, and tax and handling fees, etc., and 3.1% are online car-hailing business. net profit.
Regarding the high commission orders questioned by the public, Didi said that there are indeed some orders with a low proportion of driver income, such as drop-in orders; among them, orders with a commission higher than 30% account for 2.7% of the total order volume.
In addition, Didi officials also stated that in the past two years, on the basis of with increasing security investment, Didi has continued to improve efficiency, reduce operating costs and maintain a low gross profit level. Didi previously stated that its core car-hailing business has achieved profit in 2017, and that Didi's car-hailing profit will be 3.1% in 2020.
The following is the full text of Didi's statement:
Didi's description of "rebate" for car-hailing
Recently, we have paid attention to driver masters, media, and self-media through individual bill comparisons, driver interviews and other methods. ” and other issues, thanks to the supervision and criticism of the public.
Figure 1 Income of Didi.com car-hailing drivers in 2020
In 2020, Didi.com's car-hailing drivers' income accounted for 79.1% of the total passenger payables.Of the remaining 20.9%, 10.9% are passenger subsidies, 6.9% are business 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.
We also found that there are indeed some orders with low driver income, such as drop-in orders; among them, orders with a commission higher than 30% account for 2.7% of the total orders, similar to and extreme orders although the proportion is not high , but it does cause trouble to the driver and it is easier to spread, making everyone think that Didi's and Chengdu are higher than 30%. We are investigating the reasons for extreme orders one after another, and do our best to avoid extreme situations. When encountering such orders, the driver is also welcome to give us feedback through the opinion collection channel, and we will follow up and verify.
Figure 2 Pricing rules on the passenger side and driver side (Beijing Express)
When an order is successfully matched, as shown in Figure 2, the driver and passenger calculate the fare according to separate pricing rules. Due to factors such as different cities, length of order distance, length of time, traffic congestion and other factors, the proportion of driver's income in the fare payable by passengers is also inconsistent.
But how should drivers and masters calculate their income objectively and reasonably? How much does the driver get for the fare paid by the passenger?
Driver's income = driver's share + driver's subsidy The full amount of the driver’s fee, thank you fee, Spring Festival service fee, etc., platform payment for empty driving, etc.)
Driver subsidy: the platform issues a single reward, morning and evening peak reward, holiday subsidy, etc. (drivers’ subsidy on the day is generally unified the next day To the account)
Figure 4 Several common ways to calculate driver income on the Internet
As shown in Figure 4, there have been many ways to calculate the proportion of driver income on the Internet. Recently, we have received feedback from individual drivers and media reports that “take High", which is generally calculated according to Method 1 or Method 3.
Globally optimal: Drivers, passengers, and the platform are circulating
In the driver's opinion collection, a master asked this question: Didi will subsidize drivers and passengers after receiving a "high commission", why bother to do it twice Distribution, why not directly reduce the "rake"?
This is also what we hope to communicate with you. In order to encourage drivers to take more orders in rainy and snowy weather, morning and evening peaks, peak holiday travel peaks, and areas with high demand, the platform will encourage drivers to earn more for more work and better rewards for better labor through subsidies. If it is completely "egalitarian", it means that the elasticity of supply and demand adjustment will be lost, and it will be more difficult to get a taxi during peak hours and hotspot areas.
In order to balance supply and demand, the platform strives to allow passengers to get taxis faster, cheaper fares and enjoy better services, so that drivers can provide better services while steadily increasing their income. At the same time, the platform will further improve services and strengthen management. Guarantee the safety of drivers and passengers, make the passenger experience better, give drivers more protection, and strive to realize the positive cycle of drivers, passengers and platforms.
Over the past two years, on the basis of increasing security investment, we have continued to improve efficiency, reduce operating costs and maintain low gross profit levels. At present, Didi Car-hailing has turned losses into profits, with a profit of 3.1% in 2020 . Although the
platform is large, its capabilities are insufficient. We still have a long way to go to make the passengers affordable and the driver's income to increase steadily. We are well aware that the drivers and the platform depend on each other, and depends on . We are also soberly aware that only earning money with kindness and taking it in a reasonable manner can make the ecology healthy and sustainable.
This is also the purpose of the driver committee , to continuously explore the protection of drivers' labor rights and interests, to further promote the stability and transparency of drivers' income, to improve the fairness and rationality of platform rules, and to make drivers feel more rewarded, more secure, and more assured to provide passengers with travel service. On April 21, 2021, since Didi established the driver committee, we have received more than 2,000 real-name feedback opinions and suggestions from driver masters. We thank every driver master who gave serious and rational feedback.
We will continue to promote the openness and transparency of platform pricing. The driver committee will also continue to collect opinions from drivers and publicize the progress. We will also adopt and reward good suggestions, and try to invite drivers who have made good opinions to join the driver committee to help us improve and optimize. The driver's satisfaction is our goal.
Although Didi has given a "reasonable" explanation for its profit distribution, in the online car-hailing market, there are still various doubts about its reward mechanism and exclusive right to interpret. focus on!
