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published in(发表于) 2016/7/18 6:42:05
Car platform subsidies decline: drivers ’ income dropped, passenger car difficulties,

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Car platform subsidies decline: the drivers ' income dropped significantly-car passenger car difficulties, subsidies, car drivers-IT information

Car platform "frugal" driver passengers are uncomfortable

Subsidize weaker car harder

Which car the most favorable prices, has always been a top concern for passengers. In recent days, "which car best deals" arithmetic maxed your circle of friends , drops, excellent, easily the most cost-effective distance at a glance. Of course, this calculation there are multiple versions, each has its own view, which once again confirms the price still is the most important car platform competition and a battle points.

However, the subsidy has been hero car, greatly slowing trend these days, whether it is a driver side or passenger side, subsidies is not the main stadium. Subsidized boom after the car market but also how to play?

Subsidies drop driver earnings drop

Late last year, to begin aggressive back-filled campaign, users back to how much recharge, the equivalent fare fold, but also will collect the coupons, and attracted a large number of users. But now, easy to target the user's offers lower than ever before, before returning as much as filling, and now users single recharge more than 300 yuan, can obtain the 50% cash back balance.

Not only that, but easy on the driver-side subsidies are declining. Child master is easy to driver, "at the beginning, rush orders and economic models are award-winning Young car, each a maximum of 2.2 times and 2.6 times revenue, reward 48 caps, and by June, orders into a random prize every single highest incomes dropped to 1.3 times times, reward 32 caps, now less July. "This, to a certain extent against drivers ' enthusiasm.

In fact, not only is easy to, drops and steps of the drivers are facing a dilemma of revenues. Just two months forest Baker has been why didn't regret his car, because the subsidies continued to decline. " Two months ago, the morning and evening peaks of subsidies at least twice times, now only about 1.6 times. And the list is less and less, and sometimes have to wait half an hour to an hour before the list, 12 hours a day, revenues nearly 500 Yuan, oil money and wear and tear fees are deducted, net income was two hundred or three hundred Yuan, I really consider to be not to do it again . ”

Open most of the year drop car drivers master Zhao told reporters before about daily income in 2000, now only seven hundred or eight hundred Yuan, and revenue fell close to two-thirds, the main reason is that subsidized less. Driver end subsidies reduced of while, passengers end and no "benefit", drops drops travel in number a city of service costs rose has one-third, like in Beijing, di di express each km price by original of 1.5 Yuan rose to 1.8 Yuan, Shi long fee from original of 0.35 Yuan/minutes upgrade to 0.5 Yuan/minutes; original as long as select spell car, fare a price 7.9 Yuan of trip, now if no collection took, price is rose for 9.3 Yuan.

Taxi passengers sigh "money won't be"

Driver side impact reduction of the subsidies is not only the driver and passengers. Passengers feel directly is the car more difficult to call. Reporters several times in a row in the morning peak hours, like automatic dispatch, can also be called outside of the car, the driver can choose whether or not to any platform could barely call the car.

The old Korean Lady is easy to user, she told reporters that used to call convenient, alternative motor vehicles but now in the same place same time, take a taxi is getting harder. Lee also felt, she said, also see full return to activity, feeling good, and charge hundreds of dollars, but now found easy to take a taxi than before, often hit his car. "Means that even if you give me cash back, but I can't use the money, not to mention now. "Ms Li complained to reporters.

To this, said, this situation occurred because the user base is growing too fast, and drivers did not keep up with, resulting in vehicle demand . She also said that, so far in planning "Par" project, trying to get owners to become partners, through incentive policies to encourage more drivers to join the platform, so as to increase the supply of easy-to-use vehicle. However, the source did not disclose when to implement this plan.

Capital markets can't wait

"Capital markets limited patience, after all, all taxi platform are thinking about money-burning way. "It's easy to founder and CEO travel across a media interview, he said, even a taxi platform into more money, also think about how to return to the commercial nature, after all no one wants to put money into the road. Even with high finance revenue drop step in the near future, also expressed their intention to borrow huge amount of financing to revive subsidy war.

Analysys analyst Zhang told reporters, price is normal market behavior, in fact, take a taxi from major platform layout in the near future, expanding the eco-industrial chain is becoming a hot topic following the subsidy race strategy.

But analysts believe that prices move suggested investors are pressing the company to the last drop, reduction in subsidies. "The car industry has now entered ' Youth ', special advantage, began to crumble from the inside. "The analyst said.

In early crazy expensive subsidies increased retention, retained the drivers more difficult circumstances, more car market to play a variety of added value. Easy to clearly declare, completely say goodbye to traditional practices, they want to build a shared car ecology. Drops also carried out exploration of the whole industrial chain, has exposure to a drop the finance documents revealed that drops is opening up auto finance, consumer finance, and so on.

With the reduction of subsidies, car and consumer sides the honeymoon period is over, car drivers are angered by the sharp cut in subsidies at one end, one end is cheap "bad" passenger mass to burn money to support their business model has faced questioning. On the platforms, transition and accelerate industrial chain layout is the main theme of the car market for some time to come.


专车平台补贴下滑:司机收入大降,乘客叫车困难 - 专车,补贴,专车司机 - IT资讯

专车平台“节俭度日”司机乘客皆不爽

补贴力度越来越弱叫车越来越难

哪家的专车价格最优惠,向来是乘客最关心的。近日,一道“哪家专车最划算”的算术题刷爆朋友圈,滴滴、优步、易到最划算使用距离一目了然。当然,这道算术题出现了多个版本,各家也有各家的说法,这再次印证了价格依然是专车平台竞争最重要的角力点。

然而,向来以补贴论英雄的专车,近来大有趋缓之势,无论是司机端还是乘客端,补贴已经不是主赛场。补贴热潮过后,专车市场还能怎么玩?

补贴下滑司机收入大降

去年下半年,易到开始了大力度的充返营销活动,用户充值多少就返多少,相当于车费打对折,而且还会不定期发放优惠券,吸引了众多用户参与。但现在,易到针对用户的优惠力度比以前降低,之前是充多少返多少,而现在用户单笔充值300元以上,才可获得50%余额返现。

不仅如此,易到对司机端的补贴也在下降。童师傅是名易到司机,“刚开始时,高峰时段Young车和经济车型接单都有奖,每单最高2.2倍和2.6倍收入,奖励48元封顶,而到了6月份,订单变成随机有奖,每单最高收入也降为1.3倍,奖励32元封顶,现在7月就更少了。”这在一定程度上打击了司机们的积极性。

实际上,不仅是易到,滴滴和优步的司机也面临着收入锐减的窘境。刚开两个月优步的林师傅一直在后悔自己为什么不早点做专车,因为现在补贴在持续下降。“两个月前,早晚高峰的补贴至少是2倍以上,现在只有1.6倍左右。而且单子也越来越少,有时要等半小时到一小时才有单子,每天做12个小时,总收入差不多500元左右,再扣除油钱和磨损费,净收入也就两三百元,我真的考虑要不要再做下去了。”

开了大半年滴滴专车的司机赵师傅告诉记者,以前每天的总收入在2000元左右,现在只有七八百元,收入下降了将近三分之二,主要的原因就是补贴少了。司机端补贴减少的同时,乘客端并没有“受益”,滴滴出行在数个城市的服务费用上涨了三分之一,像在北京,嘀嘀快车每公里价格由原来的1.5元上升至1.8元,时长费从原来的0.35元/分钟提升至0.5元/分钟;原来只要选择拼车,车费一口价7.9元的行程,现在如果无人合乘,价格则上升为9.3元。

叫车难乘客感叹“有钱用不了”

司机端补贴的减少影响的不仅是司机,还有乘客。乘客的直接感受就是专车越来越难叫了。记者连续几次在早高峰时段叫车,除了像优步自动派单,还可以叫到车之外,司机可以选择是否接单的平台几乎叫不到车。

韩女士是易到的老用户,她告诉记者,以前用易到叫车很方便,可选的车辆很多,但现在在同一个地点同一个时段,打车越来越难了。持有同样感受的还有李女士,她表示,最初也是看到易到的充返活动,感觉很合算,于是充了几百块钱,但现在发现易到打车没有以前方便,常常打不到车。“等于说尽管你给我返现了,但这个钱我用不了,还不能提现。”李女士向记者抱怨道。

对此,易到相关人士表示,这种情况的出现是因为易到的用户量增长太快,而司机数量没有及时跟上,导致车辆供不应求。她同时表示,易到目前在规划“乐易Par”项目,尝试让车主成为易到合伙人,通过股权激励的政策来促使更多的司机加盟易到平台,从而提高易到用车的供给量。不过,该人士并未透露此项计划何时能够落实。

资本市场已经等不及了

“资本市场毕竟耐心有限,所有打车平台都在思考烧钱之后的出路。”这是易到创始人、CEO周航此前接受媒体采访时的表示,他说,即便打车平台融再多的钱,也要思考如何回归商业本质,毕竟没有人愿意一直把钱扔到马路上。哪怕是近期有巨额融资进账的滴滴优步,也都表示无意借巨额融资再度展开补贴战。

易观国际分析师张旭向记者表示,调价属于正常的市场行为,事实上,从各大打车平台近期布局来看,拓展生态产业链正在成为继补贴竞赛之后的一大热点战略。

但也有分析师认为,涨价举措表明,滴滴的投资方正在向该公司施压,要求减少补贴投入。“专车行业如今已经进入‘后青春时代’,专车的优势,正从内部开始瓦解。”这位分析师表示。

在用早期疯狂的烧钱补贴模式留存客户、留存司机难度加大的情况下,更要发挥专车市场的多种附加值。易到之前已明确宣布,彻底和行业传统做法说再见,他们要打造共享汽车生态。滴滴也展开了全产业链的探索,有曝光的一份滴滴融资文件透露,滴滴正在开辟汽车金融、消费金融等方式。

随着补贴的降低,专车与消费者双方的蜜月期已经过去,一端是被补贴大幅下调激怒的专车司机,一端是已经被低价“养坏”的乘客,大规模烧钱补贴的商业模式已经面临质疑。而对平台来说,转型与加速产业链布局是专车市场未来一段时期的主旋律。






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