On the afternoon of October 13, the online car-hailing supervision information interaction system released the data on the online car-hailing industry in September. Data shows that the online car-hailing supervision information interaction system received a total of 554 million orders in September, a month-on-month decrease of 21.2%. Wulu is a self-operated platform or an aggregation platform, and most of the orders in September have declined.
reporter noticed that among the top 10 self-operated platforms with order volume, except for Xiangdao Travel order volume increased by 14.4% month-on-month, the order volume of the other nine platforms in September declined to varying degrees. Among them, T3 travel, Didi travel, 0,000 ride-hailing , and Cao Cao travel in September fell by 29.5%, 22%, 21.2%, and 20.9% month-on-month respectively. In terms of the
aggregation platform, a total of 135 million orders were completed in September, a month-on-month decrease of 19.2%. Among the seven aggregation platforms, in addition to Ctrip's travel orders rising by 66.7% month-on-month and Hua Xiaozhu's travel orders rising by 7.6%, Didi Chuxing, Gaode Travel, Tencent Travel and Meituan Taxi orders fell by 22.8%, 15.5%, 15.3% and 14% month-on-month.
Regarding the general decline in order volume of various platforms in September, an industry insider told First Financial reporter that the weather turned cold in September and the online car-hailing industry entered the off-season. At the same time, due to the epidemic in some regions, the order volume declined significantly. Among many platforms, Ctrip Travel has increased significantly due to its holiday scenario advantages.
From the perspective of the development trend of the aggregation platform, as Tencent and Huawei enter the field of online car-hailing aggregation travel, cooperation with suppliers is also strengthening. Taking Tencent as an example, on September 26, T3 Travel announced that it had officially entered the "WeChat-Service-Transportation" section. T3 Travel provides a first-level menu entrance "T3 Taxi" on the "WeChat-Service" page for a limited time, and is open to users in 96 cities across the country, including Nanjing, Chengdu, Wuhan, etc. This is the in-depth cooperation between T3 Travel and another platform after Huawei.
With the development of the aggregation platform, local regulatory departments have also strengthened the supervision of online car-hailing, especially aggregation platforms. Nearly
In addition, according to the official website of the Ministry of Transport, on August 22, the Inter-ministerial Joint Conference on Coordinated Supervision of New Transportation Forms and Coordinated Supervision of New Transportation Businesses held a reminder interview with 11 platform companies including Didi Chuxing , T3 Chuxing, Gaode , Cao Cao Travel, Shouqi Car-hailing , and Meituan Taxi. The interview requires the aggregation platform to ensure that the accessed online car-hailing platform complies with relevant regulations and urge the accessed online car-hailing platform companies to strengthen vehicle and personnel management. When a safety incident occurs, the aggregation platform company must fulfill its prior compensation liability in accordance with the law and work with the online ride-hailing platform company involved to handle the accident.
Regarding compliance issues, He Kai, the COO of Gaode Travel's supplier Maverick Run, told the First Financial reporter that it is difficult for suppliers to obtain compliant operation qualifications, and the costs paid by operators will increase. However, for security considerations, compliance must be promoted. Large suppliers such as
and T3 travel choose differently from cooperation with multiple platforms, and small suppliers Niu Kuaishang only cooperate with Gaode. He Kai said, "Gaode has great support for us and will not consider cooperating with other platforms for the time being."
From the perspective of industry trends, small suppliers obtain more traffic through the aggregation platform. He Kai said that it is not difficult for aggregation platform suppliers to make profits. If you do not expand but achieve high-quality services and refined operations, you can make profits soon. However, many suppliers are still expanding, so they are not profitable yet.
In addition, the safety production problem of online car-hailing has also attracted attention. Recently, the Nanchang Transportation Law Enforcement Detachment issued a penalty decision for an online ride-hailing platform company that failed to fulfill its main responsibility for the company's safety production, and delivered it to the parties involved. This is also the first ticket issued by the detachment to the online ride-hailing platform company in accordance with the " Safety Production Law ".
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