Summary of Shanghai Taxi Season this year: Hot!The driver's flowing water exceeds 30,000, and the leaseler is optimistic about the three competitions

In September, the Shanghai taxi market cools slightly. Many Shanghai drivers were in August, and breaking the "30,000 yuan mark" became common. The "30,000 level" driver in July was still a title that was not easy to get.

The average daily order of Shanghai Internet Cars was 574,000 orders, and Didi and Meituan ran the top two. Compared with the differentiation of drivers in other cities, Shanghai drivers' income has risen sharply. Thanks to Shanghai's economic recovery and policy encouragement, it is also the result of the healthy competition of the online car rental platform to make the driver. Taking Meituan taxi independent online car entry business department, and setting up a new measure of "Peak Good Rating and Joint Office" in Shanghai as an example, it not only provides drivers with a series of fees such as "peaks and no missions", but also provides passengers with providing passengers. In a large number of consumer coupons, Meituan also concentratedly mobilized multiple departments such as technology, products, capacity, etc., and did not hide its determination to re -invest in Shanghai. Compared with the brutal expansion of some platforms, or policy fluctuations brought about by large financing, many drivers and cooperation agencies feel the toughness of the Meituan of the Meituan of "long -term patience" -business stability and credit guarantee. In addition to Meituan taxis, platforms such as Xiangdao have also significantly increased marketing. The Shanghai market has formed a new three -pointer for head platforms with Meituan and enjoying competition.

High temperature and oil prices have become the biggest hotspot Meituan and other platforms to change a large number of new cars to experience a significant improvement

The hottest topic of this summer is "air -conditioning fees". Some oil vehicle drivers have been inverted in the short term due to oil price pressure and platform price mode, cost and income short -term, and even stickers in the car posted on the car discuss. Behind the air -conditioning fee is the cost advantage of traditional oil vehicles under the high temperature superimposed during the summer high temperature superposition. "Inner roll competition". And Shanghai users also feel that there has been a new number of new energy trams since March this year since March of this year, most of which have been newly invested in new energy trams. From June, Shanghai entered the summer high temperature, and the tram was costing nearly 10,000 yuan in energy costs per month, and also increased their income a lot to these drivers.

In addition to the cost of the car, the concessions brought by the benign competition of the summer platform, and also fed a large number of drivers who "choose the right platform". Taking the "Peak Full Dissuration" launched by Meituan taxi as an example, the driver can get 8 hours of free commission all day. In addition, there are personalized awards such as full awards, single prizes, and invitations. Master Song, a local driver in Shanghai, drove a car for 4 years. In three months of this summer, his running water exceeded 100,000 yuan, the highest in four years, of which at least 50%were comprehensive income brought by various large orders, rewards and commission cards. Many leasing companies do road test comparison and found that the head platform flows 60 yuan per hour is already an average level, and there are many people above 100 yuan. Throughout the Shanghai market, there are no more than 3 platforms that are worthy of various institutions and drivers.

▲ Shanghai Net Car Driver Sunshine Screenshot in August (Source: Driver Network Community)

According to late LatePost, Shanghai is the city with the highest unit of taxi in Meituan, and the budget is also inclined to Shanghai. Beginning in the second quarter of 2022, the subsidy rate and subsidy rate of the Meituan taxi in Shanghai exceeded 20 %, and the industry insiders revealed that it was even higher. It is reported that with the continuous improvement of the compliance level of online car rental, it has brought compliance pressure on the online car rental platforms, but the online car rental platform represented by Meituan is determined to clean up the unsteady compliance criteria. Service providers truly increase the proportion of compliance self -employment. In September 2021, Meituan CEO Wang Xing stated at the financial report that the self -employment model can bring a better experience to users by providing stable and more controllable vehicle sources.

Especially at peak hours to better serve consumers.

The compliance driver gets order tilt and reward drivers to pay attention to "high flowing water" and even "withdrawal"

In addition to reducing costs for drivers to subsidize trams and platforms, compliance drivers also felt significant income tilt support this summer.

For example, Master Song mentioned above, he said that this year he became a full -time driver, drove his son at home, and rented a new new energy vehicle in the rental company to engage in online car entry services. During the car, the flowing water can reach 80-100 yuan per hour, and in the first half of the year, this number is still 40-50 yuan. Speaking of the reason, the driver believes that the platform and other platforms such as Meituan have paid leisure and car rewards for compliance drivers, and also provide benefits such as cost reduction and exemption for drivers affected by the epidemic. In addition, the Shanghai market still competes for each platform. Under benign competition, drivers and passengers will benefit. Many drivers and friends around Master Song chose to rent a new energy vehicle to reduce the cost of the car, which also prevented the cost difficulties caused by high temperature and oil price in summer.

On August 31, the Shanghai Communications Commission released the complaint of the online car dating platform in the first half of 2022. The acceptance of various demands of the online car platform decreased by 61.75%month -on -month, with an average of 0.23 complaints per 10,000 orders. The overall situation continues to improve.

But some drivers encountered problems this year. A small service provider owned by a aggregate platform owed to the driver's account. Some drivers registered on the small platform were rich but difficult to withdraw. When the accounting period becomes longer, the bag is the most concerned about the driver. "Meituan and enjoying the two withdrawal are the fastest. I dare not drive on the small platform now, and I will raise it immediately if you have money." Several Shanghai drivers were very cautious. ▲ This year, the Shanghai Internet Car Platform launched a number of new energy models to improve passenger experience and driver costs (Source: Network)

Platform differentiation alert to capital risk drivers and institutions embrace long -term stable platforms

In the first half of 2022, the number of successful orders in Shanghai's 18 online car dating platforms totaled 103.9 million, with an average daily order of 574,000 orders. Among them, the number of successful orders in Didi, Meituan, T3, and the Tao ranks among the top in the Shanghai area. In the previous fourth quarter of 2021, the average daily order of the Shanghai online car dating was 1.173 million orders. In the first half of 2022, the average number of orders on the Shanghai Internet car had a severe decline in the number of orders, 48.9%of the fourth quarter of 2021. Affected by the epidemic, the average daily order volume of the top online car platform has basically declined. In the next year, many too much platforms may face financial problems and financing dilemma.

In addition, Tencent and Huawei enrolled online car rental to seek traffic monetization, and the independent B2C platform will rely more and more to rely on external aggregation platforms. There are still unsatisfactory matters on the head platform. Enjoying and Meituan is a clear -minded platform in Shanghai. Xiangdao completed a round B financing of 1 billion yuan in mid -August, which enriched the wallet sword referring to the "full scene out of the platform". Meituan released a half -year financial report at the end of August. In the second quarter of this year, revenue achieved a revenue of 50.9 billion yuan, an increase of 16.4%year -on -year; net loss narrowed by 67%year -on -year, and after adjustment, it turned to profit. The advantage of Meituan is that the "retail+technology" strategy will have stronger synergy and viscosity for the living services of local residents, which is a long -term stable support for its taxi business, that is, there is a long -term continuous and stable operation.

In the future, drivers, car companies, and leasing companies will be more cautious, and they look at the online ride -hailing platform with long -term stability, strong comprehensive strength, strong business resistance, strong business resistance, and funding guarantee. Essence

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