· Is it profit pressure or a small number of cars? Perspective drip price chaos behind

Phenomenon: The problem of “difficulty in taxis and expensive taxis” has reappeared recently. Many Beijingers have encountered big problems in spying on the personal social media such as friends’ circles. It has been found that in the morning and evening peaks and even in many traditional off-peak hours, it has become very difficult to take a taxi through platforms such as Didi. To increase the probability of successful car racing, it is often necessary to increase the price. This has puzzled many people.
In fact, not only in Beijing, but also through the observation of reporters, many passengers in Shanghai, Wuhan and other places are also feeling a thing, that is, the situation of difficulty in taxiing has appeared again.
Miss Beijing Xiong Xiong yesterday refreshed her waiting time for taxis: In more than 70 minutes, whether it was called by drip and other platforms, or by the roadside, there was no success. She believes that she is not willing to accept the platform to increase the price, which is the reason why she can not get the car.
Miss Xiong recalled: "Let me open the scheduling fee, 15 blocks, 20 blocks. The platform said that because this is the peak time, it can be more than 9 o'clock and 10 o'clock in the evening. How could it be the peak? I ordered it. 0 (no increase), you can't get a car."
Xiao Liu recently gave up the taxi directly. She felt that the Drip platform actually facilitates the driver to selectively “reject the load”. "The Drip Platform has no mandatory order. The driver will not want to go to the place, or wait for the fare increase. In fact, it is the same as the rejection. It is a two-way random selection, and now your destination information is mastered. If you don't get on the bus, you don't accept it."
Not only Beijing, Shanghai, Hangzhou, Hefei and other places have recently encountered the problem of “difficult to take a taxi and expensive taxi” that has not been mentioned for a long time.
  Reason: Is it a lot of orders or a platform defect?
Taxi---Because of the current over-concentration of the online car market, some platforms have formed a monopoly, resulting in free price increases, and there are loopholes in the rules for order cancellation. Some net texts directly point to contradictions. There are also some sayings that the scheduling fee imposed by the platform is ultimately not obtained by the driver but by the platform.
The reporter asked the taxi drivers in several cities to find out that in the taxi order, this statement does not exist. The dispatch fee for the order is indeed obtained by the driver, and the drip is not drawn.
Special trains, express trains - and drip buses, express trains, prices are indeed adjusted by the platform due to factors such as increased orders. Hefei special car driver Liang Shifu said that the fare increase fee can not get it.
In addition to the fare increase problem, is it difficult to take a taxi because of the platform? Some netizens who claimed to be UBER's former employees posted that because of the problem with the Drip platform dispatch mechanism, the driver would only choose to increase the price order, which is the main reason for the difficulty in taxiing in the near future. However, Beijing taxi driver Wang Shifu believes that the more fundamental reason is that before the holiday, the peak of travel, less live and more cars. "Every year is like this, the year is coming, everyone has this demand, go to the airport, train station, large-scale super-purchasing, etc., this state before the festival."
"Generally speaking, the platform is not going to report. Many drivers are not open when they are not good at living?" In response to the reporter's question, Master Wang replied: "There must be a lot of singles bursting out at the same time. The driver must have Selective connection. Time is money and operating costs. Of course, if there is not so much work, we can't pick it up."
Response: Didi said that the driver reduced by 25%. Orders rose by 30%. Senior product director Luo Wen was informed about the "difficult to take a taxi" conversation, saying that from the drip background data, this year, the driver went home early and the capacity dropped. In the two hand-drawn charts of "Drip Online Driver Data" and "Beijing Order Demand", although the specific values ​​are hidden, it is obvious that the previous chart has recently shown a straight drop, marking data. The display drops by more than 25%. The number of travel orders has increased by 30% over the same period.
A pre-dip employee said that another reason for the change in supply and demand is that the number of online cars that Beijing can provide the same service as taxis has been significantly reduced. From this perspective, after the three-month transition period, the test will not be less.
An employee before the drop said: "The network car platform is not the fundamental factor affecting supply and demand, and the main reason behind it is the policy reasons. After the release of the New Deal, the number of cars in the network is getting less and less. The demand for travel is increasing, and the supply cannot keep up. The problem will be more prominent."
The driver, Master Wang, also admitted that compared with last year, there were fewer people who ordered cakes this year, and orders were indeed more.
Behind: Dip price chaos refractions of profit pressure The industry generally believes that the frequent price adjustments behind the dips reflect the profit pressure on the platform after capital cooling.

"Express prices have been comparable to taxis, and sometimes even catching up with taxis" has become the experience of most users. Since the second half of the year, in the first and second tier cities, there have been two or three times price adjustments. In the pricing rules of Didi, the explanation for the dynamic fare increase is: “When in peak hours, there are fewer drivers around, or the driver is far away from you, in order to promote the transaction, encourage drivers to take orders faster, the platform will The order is properly increased." However, there is not much explanation for the increase in the price.
"From the perspective of the fund exit cycle, Didi is now in the process of needing an IPO to get capital to return. This means that capital needs to be realized, which means that Didi needs a good report, otherwise nobody will care about you in the capital market. This is the current revenue pressure of Didi."
At present, the actual revenue situation of Didi is still a mystery. At the beginning of last year, Tao Ran said that there are 3 billion US dollars in cash reserves. However, in the middle of the year, there were reports that Didi was seriously losing money.
The future: Let the world no longer have a hard-to-follow taxi. After the network car has solved the problem of inconvenience to the people in the sharing economy mode, it is somewhat lost when the taxi is difficult to return to the streets. However, as far as we can see, in the case that some external conditions are difficult to overcome, it is necessary to solve the problem of “taking a taxi (expensive)” under the new situation. “Difficult to drive a car” is not only because of the reduction of the number of cars, but also because of the total number of taxis in many cities, the number has not increased.
At the end of last year, the Beijing and Shanghai editions of the taxi industry reform opinions clearly stated that it is necessary to establish a dynamic monitoring and adjustment mechanism for the taxi industry, and the number control of taxis will establish a dynamic total adjustment mechanism. In the past ten years, Beijing and Shanghai have maintained the upper limit of the number of taxis with more than 60,000 taxis. If this round of taxi industry reforms becomes a reality as soon as possible, more taxis in the city will come in and introduce more flexible market mechanisms. Then, the “dynamic adjustment” here may be able to meet the market supply and demand situation in time. Sensitive docking. Such a "difficult taxi ride" during the Chinese New Year is likely to be greatly alleviated.
Therefore, the current "difficulty in taxis" undoubtedly requires that the dynamic adjustment of the total amount of taxis can be implemented, and enhance its market sensitivity, avoiding the long-term reflex arc of the "dynamic adjustment" in the past.
In fact, if the market situation in which the nets and taxis are fully competitive has taken shape, there will be no one-size-fits-all situation. Which side has a sudden drop in capacity will not have a drastic impact on people's travel. Because the other party will take the opportunity to fill the gap - even if the network car suddenly reduced at the time of the year, leaving the supply vacancies and taxis to fill. This is a rare opportunity for taxis, and the taxi industry can wait for opportunities to increase capacity and seize the market. Capacity supply and demand can also achieve a new equilibrium in the spontaneous regulation of the market.
The problem is that at present, taxis have not formed a pattern of full competition with the network car. After the network car is regulated, the market-oriented reform of the taxi industry has not started immediately, and together they have formed a “difficult taxi”.
"Let the world no longer have a hard taxi." Fundamentally, it is necessary to promote the market-oriented reform of the taxi industry. At present, the taxi industry, which is bound by administrative regulations, has not only become a short-board in the industry in the era of mobile travel, but has also lowered the development level of the network-related car industry. Moreover, it has also widened the demand for convenient travel.
Public opinion has called for the reform of the taxi industry for some years. Now, from the central to the local, relevant reform opinions have been issued. Next, it is necessary to get the taxi out of the "non-marketization constraints" in the market competition, adapt to the market development and the needs of the people, instead of following the heel of the car. ", was left behind.
It’s not enough to find the answer from the car on the Internet. It’s not enough to find a problem from the taxi. Because the rental passenger transportation field is a "big travel market", not only the network car, but also the taxi should become the carrier of the market capacity demand.


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