"If I don't really find a job, I advise you not to drive online car-hailing." Master Zhao, who has already withdrawn from online car-hailing and went home to drive a taxi for his old father, told the new financial reporter, "Isn't there recently that driverless taxis are going to be realized, and living people should not do this."
A week ago, on September 21, Cao Cao Travel strategic cooperation with Pony Ma Zhixing and Geely Research Institute, plans to achieve a commercial closed loop from mass production of the former installation to continuous operation in the next few years, promote the commercialization of intelligent driving in many cities across the country, help the entire industry to iterate efficiently, and ultimately realize the smart transportation construction of "vehicle-road collaboration". The report from " Beijing Youth Daily " even titled " driverless taxi is launched in Suzhou by the end of this year", indicating that before the end of this year, Cao Cao Travel will provide Pony Smart Travel with fully unmanned vehicles for modification and form a Robotaxi fleet, which will be launched in Suzhou High-speed Railway New City.
Many special car drivers saw this news through Cao Cao Travel's official official account. It was originally more of a piece of news from the technical level, but unexpectedly it became a hot topic of debate among the group of online ride-hailing drivers.
Young people don’t like to be online car-hailing drivers
Master Zhao is a local from Tianjin. Before he went home to drive a taxi, he drove online car-hailing for three years, and the platform has done everything from Didi to Cao Cao. Master Zhao made some calculations for the reporter with his personal experience, proving that online ride-hailing drivers are "difficulty in making money".
"When driving online car-hailing, you have to leave at the two peaks in the morning and evening. The road conditions are not good at this time, but the platform is relatively concentrated in orders. If you don't run, you basically don't have enough points. You have to run. Every morning, I usually drive until 10 o'clock and go home and sleep for a while. When you come out at 3 o'clock in the afternoon, you usually have to drive until 12 o'clock in the evening before you collect. 4 hours in the morning, 9 hours in the afternoon, a total of 12 o'clock in the day is 12 o'clock in the morning. 4 hours in the afternoon, 9 hours in the afternoon, a total of 12 o'clock in the day. Three hours. How much can I run? The average net profit is four or five hundred yuan a day. The car is my own. I have a platform and I repay more than 3,000 car loans every month. After deducting the miscellaneous expenses of car loans, insurance, charging, etc., I rest for two days a month, and I actually get 7,000 yuan per month. "
To prove that Master Zhao is talking about the general situation, he recommended Master Huang who received more than 70,000 orders to the reporter. Master Huang is a 56-year-old Panjin . He moved to Tianjin with his son and has been working as an online ride-hailing driver for almost six years. "I started this car I rented from the company, and the rent was more than 4,000 yuan a month. At the beginning, it was quite profitable. My son and my grandfather ran away. We were both men and women. We were both men and women who would not stop. At the best time, we could earn 20,000 or 30,000 a month. After earning money from a car, we also bought the car ourselves. But since we bought the car, we caught up with special reasons. The overall environment was not good, and the orders were far inferior to before. My son had found a job again and stopped driving. I drove by myself, and I also felt that I might have done it too hard in the past few years and was not so energetic." Compared with five or six years ago, Master Huang felt that the biggest change was that among the online car-hailing drivers, middle-aged and elderly people became the mainstream, and there were fewer and fewer young drivers. "When I first joined Cao Cao's special car, the majority of young people in their twenties and thirties in the driver's team. Now almost all the remaining people are middle-aged and elderly people in their 50s, and they can be considered young people at the age of 40. This shows that for young people, the industry is not cost-effective and cannot be considered a good job."
32-year-old Master Zhao still gives an example from the perspective of accounting: "Take me as an example, my family used to have a rental car in my house. My dad drives the car. I buy a new energy vehicle and go to drive an online car-hailing car. I am interested in the platform order allocation, and I don’t need to wait on the road. But things went against my wishes. The platform was in good condition at the beginning. Slowly, you will find that the logic of computer order allocation is difficult to master, and the driver’s degree of freedom is very low. In addition, the supply and demand relationship has been significantly unbalanced in the past two years, and there are more people driving and few taxis. Thanks for being able to get five orders in the morning. So my car is almost scrapped, so I threw it to the sender to play.I went home and took over my father's rental, so I had a more free time and my income was not bad at all. "In the interview with
, many online car-hailing drivers said that the average monthly income of local online car-hailing drivers in Tianjin is mostly around 6,000 to 8,000. The topics that are most criticized in the driver group are mostly centered on "platform commission", "order assignment mechanism", "invalid customer service", etc. On September 26, during the process of the reporter taking online car-hailing, an online car-hailing driver in his sixties complained about the system's orders through hands-free phone calls along the way. He couldn't help but swear.
online car-hailing platform is thriving
corresponds to the reality of middle-aged and elderly people, orders and income of online car-hailing drivers, but the online car-hailing platform continues to receive applause in the capital market.
Frost Sullivan predicts that from 2019 to 2025, the compound annual growth rate of China's four-wheel travel market composed of taxis, online ride-hailing and hitchhiking will be 7.5%, and the overall market size is expected to exceed one trillion yuan in 2025. According to statistics from China Internet Information Center (CNNIC), as of December 2021, the number of online ride-hailing users in my country reached 453 million, an increase of 87.33 million from December 2020, accounting for 43.9% of the total netizens.
At the end of August, Cao Cao Travel was rumored that he applied for an IPO in Hong Kong as soon as next year, and may raise hundreds of millions of dollars to further expand his business, and Cao Cao released The bank is still considering a Pre-IPO round of financing. Although Cao Cao Travel responded: "No comment", listing is by no means groundless.
industry believes that "Didi temporarily removed from the shelves" in 2021 triggered a new round of battle between online car-hailing platforms. The second echelon of online car-hailing platforms, including Cao Cao Travel and T3 Travel, seems to see hope; and the " Meituan Taxi APP" that has been removed for more than 400 days suddenly returned. Capital also followed closely. In September 2021, Cao Cao Travel raised 3.8 billion yuan in the B round of financing, completing the largest financing in the online car-hailing industry in recent years in 2021; in October, T3 Travel received a A round of financing of 7.7 billion yuan.
this year, Huawei and Tencent two giants have entered the aggregation of taxi-hailing platform, and the competitive landscape of the online taxi-hailing market has been upgraded again. Huawei's "Petal Travel" mainly aggregates Shouqi taxi-hailing and Shenzhou Special Car and other service providers. Huawei does not directly provide transportation capacity, mainly provides information, and specific transportation services are provided by third-party partners. As early as March this year, Tencent's taxi-hailing service has been quietly launched, and it is said that it has covered more than 100 cities across the country.
Who can solve the conflict between the platform and the driver
It is worth noting that behind the glory of the capital market, all platforms need to face and solve the conflict between the platform and the driver. On August 22, 2022, the Inter-ministerial Joint Conference on Coordinated Supervision of New Transportation Forms and Coordination of New Transportation Forms held reminder talks with 11 platform companies including Cao Cao Travel, Didi Travel, T3 Travel, Gaode , Shouqi Car-hailing, Meituan Taxi, 0 Wan Shun Chuxing , Xiangdao Travel, Ruqi Travel, Sunshine Travel, Didi Travel , etc.
Take Cao Cao's behavior as an example. After accepting the driver's car to join, the contradiction between the driver and the platform became increasingly prominent. From 2022 to the present, Cao Cao Travel has received a total of 128 administrative penalty decisions, with a total penalty of more than 1.23 million. Cao Cao Travel has also been interviewed by the government many times for "the online car-hailing platforms have non-compliant behaviors such as dispatching orders for unlicensed vehicles or unlicensed drivers" and "the drivers providing services have not obtained the " Online Taxi Driver License ".
As long as the online car-hailing platform chooses the "Didi" franchise method, it is difficult to avoid conflicts between online car-hailing drivers and the platform. From this point of view, driverless driving is really a good idea.
But the problem is, distant water cannot quench near thirst, how should we solve it now?
article Ma Yingjian
examination Liu Shule
