Network car new deal encounters "difficulty in landing" Expert advice: stimulate market vitality

  The drastic changes and interest pattern adjustment brought by the new economy are fully reflected in the field of online car rental. On the one hand, the platform and networking characteristics of the new economy expand the scope and depth of the impact of contradictions. On the other hand, the new policy of online car rental involves a wide range, and the interest game increases the difficulty of landing the new policy.

  The reporter of the Economic Information Daily learned that the Interim Measures for the Administration of Online Booking of Taxi Operating Services has been implemented for more than half a year, and the implementation rules of many local governments have not yet been issued. Some cities that have issued rules but have higher thresholds are facing "landing difficulties".

  Many people in the industry and experts suggest that we should be fully aware of the pulling effect of the sharing economy represented by the online car ride on social employment and the revolutionary role of the social management model, and suggest using the "subtraction" of power in exchange for the "multiplication" of market vitality.

  Some cities’ new policies about car network are "difficult to land"

  The reporter learned that as of April 24, 2017, 85 cities have issued detailed rules for the implementation of the network car, 115 cities have completed soliciting opinions, and more than 100 cities have not yet completed soliciting opinions.

  In some areas where the New Deal has been introduced, the policy landing still faces a game situation. The reporter learned that there are two main focuses of the game between policy requirements and platform interests: first, whether to implement household registration, vehicles, wheelbase and other requirements; The second is to what extent the operational data accessing the supervision platform needs to be reached and what content it contains.

  In the actual operation process, some cities have imposed many restrictions on drivers’ household registration and vehicle price wheelbase, taking into account the local taxi market capacity and the strategic needs of urban development. Some platforms have found that the implementation of the New Deal in cities with higher thresholds will reduce the network car capacity by more than 90%, which is a heavy blow to the platform.

  At the same time, the platform-based characteristics of the online car-sharing platform have broken the tradition of "the company is local" in the past. If the online car-sharing platform does not set up a local subsidiary, the local management department may not find a communication partner during supervision, which aggravates the difficulty of solving the problem.

  On the other hand, the new economy, represented by the online car-hailing platform, quickly seized market share through subsidies and financing, but this fast pace had a great impact on the balance pattern of the traditional taxi industry in a short time. At the same time, in some higher threshold areas, it has also caused a greater "crowding out effect" on the network car drivers. These factors have led to constant friction between cruise car drivers and network car drivers in some places.

  The new policy of network car has a wide range of influence groups. According to Didi’s travel statistics, as of February 2017, the total number of drivers registered on Didi platform reached more than 17.5 million. There are 2 million active drivers on Didi Platform, and the per capita daily income exceeds that of 160 yuan, while the total number of taxi drivers in cities across the country has reached 2 million. At the same time, there are thousands of software and algorithm engineer behind Didi.

  The parties have different reactions to the new policy of online car.

  The reporter learned that the situation of the New Deal landing across the country varies widely, and the views of all parties on the network car industry have also wavered.

  In some places, the implementation period of the New Deal has passed, but the non-compliant network car is still in operation. The driver of the cruise car doesn’t know whether to stay at his job, and the driver of the network car doesn’t know whether to change careers.

  According to the statistics of the Transportation Bureau of Beijing Municipal Commission of Communications, after the appearance of the network car, the income of cruise car drivers dropped from about 6,500 yuan in 2013 to about 4,500 yuan in the first half of 2016. From 2014 to 2016, the driver team lost nearly 10,000 people. However, taxi operation has improved recently.

  A Didi executive, who asked not to be named, said that after the introduction of the New Deal, Didi’s car business also experienced a sharp decline, and drivers were losing a lot.

  At the same time, passengers’ choice of online car has also wavered. According to reports, before the Spring Festival in 2017, the average number of taxi calls per day of passengers in some big cities soared from more than 300,000 to 900,000, and the response rate of taxis on the Didi platform was only 40%. In addition, after the New Deal gradually landed, the capacity of Didi Express bus decreased, and the response rate dropped from 90% in October 2016 to about 50% in March 2017, which greatly reduced the travel experience of passengers.

  The capital market has also begun to hesitate and "can’t figure out" the market prospect of the online car platform. Due to the impact of the New Deal on the market, the market valuation of many online car platform companies has declined, which has also affected the layout of enterprises at home and abroad. Some insiders said that the upsurge of domestic venture capital in sharing the economy such as online car rental has subsided.

  The New Deal is hard to reflect management anxiety.

  The Interim Measures for the Administration of Online Booking Taxi Management Service has been implemented for more than half a year, but the detailed rules for implementation in many places have not yet been promulgated.

  The demand for online car is different from place to place. Some places think that cities should give priority to the development of public transport, and the online car ride is only a supplement, and it should be more "high-end" than cruise taxis. Therefore, set a higher model, price, displacement and wheelbase threshold for the network car. There are also some places that hope that the network car will take into account the high, medium and low-end needs. For example, Haikou cancels the restrictions on the displacement of the network car, while Lijiang and Hanzhong choose to connect the cruise taxis to the network car platform as a whole.

  Wei Dong, CEO of the First Automobile Car Company, said that road traffic congestion in first-tier cities in China is serious, and it is reasonable for local management departments to choose to raise the threshold for online car booking. However, the taxi market in second-and third-tier cities is not saturated, so the policy of online car booking can be relaxed.

  As for whether the number of taxis should be controlled. A grassroots cadre said that the Ministry of Construction issued the Code for Planning and Design of Urban Road Traffic in 1995, which stipulated that the number of taxis in big cities should be 20 per 10,000 people and 15 in small and medium-sized cities, which became the standard for calculating and controlling the number of taxis in most cities.

  However, there are also views that this standard has not changed for many years, and the network car is not the main cause of road traffic congestion, and the quantity control should be released in due course. The Research Group of Professor Yan Xuedong of Beijing Jiaotong University released the Analysis Report on Beijing Road Traffic Operation Based on Didi Big Data in October 2016, which holds that the network car uses economic laws as a lever to adjust the supply and demand of the traffic market, and information symmetry as the core to match the demand, which helps to reduce the empty driving rate of vehicles.

  Interest game increases the difficulty of landing the New Deal. In many places, the development of online car rental has caused the price of taxi licenses to shrink, and some taxi drivers and agents who speculate on licenses have been seriously damaged. For example, in some cities, taxi licenses have increased from 200,000 yuan to 800,000 yuan in the past, and have been reduced to 400,000 yuan due to the competition of online car rental.

  Some people in the industry said that the formulation of the local version of the new network car deal faces multiple interests considerations. Before the reform of taxi industry, drivers had a license for life, which made them lack the motivation to improve their services. However, if the local taxi companies are accelerated to withdraw by means of license depreciation and redemption, these companies may find it difficult to accept.

  The law enforcement of the network car has also caused administrative reconsideration in various places. An executive of a car rental company in Nanjing said that private cars in Nanjing were converted into operating vehicles, and the passenger management office of the Transportation Bureau allowed it when accessing the platform, but the vehicle management office of the Public Security Bureau failed the annual inspection. It is difficult for many private cars to access the network car platform.

  An official of Kunshan Municipal Transportation Bureau said that some platforms openly resisted the law, not only encouraging vehicles punished in Kunshan to file administrative reconsideration, but also reimbursing fines. Some local transportation management departments frequently receive administrative reconsideration of the network car, and basically can’t do other things.

  Xu Kangming, an expert on taxi reform, believes that after the release of the local New Deal, measures should be taken to let illegal personnel and vehicles withdraw, otherwise it will destroy the fair market environment. On the one hand, cruise taxi companies can’t expand their scale, on the other hand, law-abiding online car companies will pay a great price.

  Caring for the "source of vitality" of the sharing economy

  Some interviewed experts believe that we should be fully aware of the pulling effect of the sharing economy represented by the online car ride on social employment and the revolutionary role of the social management model, and suggest using the "subtraction" of power in exchange for the "multiplication" of market vitality.

  In-depth research network car companies, scientific evaluation. The sharing economy, represented by the online car ride, poses a new challenge to the urban traffic management model. Behind the transformation of the kinetic energy of the old and new economies is the differentiation of the benefit groups of the old and new economies. The insiders believe that the beneficiary groups in the old economy are relatively concentrated and highly organized, but the beneficiary groups in the new economy are more extensive and their voices are more dispersed. Therefore, we should consider the affordability of the old economic benefit groups and the extensiveness of the new economic benefit groups in policy formulation.

  There is strong capital support behind the rise of platform economies such as Didi, Ali and Tencent, which has also benefited many people. Moreover, the credit economy, platformization and big data management may give birth to new technologies such as intelligent transportation, driverless driving and car networking, which are the trend of future economic and social development and the important support for the government to build new management functions, and should be treated with a more open mind.

  An executive of Didi said that although the "zombie car" of Didi Platform is not easy to manage, it indicates that the surplus capacity of social vehicles can be fully released when the urban capacity is tight. Cheng Wei, founder and CEO of Didi Chuxing, said that it is a great opportunity for China to transform its traditional industrial industries with Internet thinking if it wants to overtake western industrial powers in corners.

  On the one hand, formulate a relatively scientific withdrawal and compensation mechanism to alleviate the anxiety of social groups in transition. During the transition period of the New Deal, many full-time online car drivers may lose their jobs. It is suggested that relevant policy explanations and guidance should be carried out in a targeted manner to attract them to work part-time on platforms such as car rental companies.

  On the other hand, scientifically foresee the challenges that part-time taxis may bring. The sharing economy model may bring drivers a wider range of part-time jobs, which will increase the difficulty of management and may also impact the average income level of the taxi industry. Car rental companies can be encouraged to increase their own vehicles to cope with the ebb and flow of Internet supply, and monitor and evaluate the average income of the taxi industry, so as to scientifically guide the development of the industry.