Good to the last drop-step whether merger constitutes a monopoly? China's national development and Reform Commission, China's Commerce Ministry responded | _ China's national development and Reform Commission news

This side national taxi reform plan was in place, the car drops announced the acquisition of China. NET about regularizing heat wave is still churning, drops it and then burning a fire.

Once the merger is successful, what does it mean? NET about a monopoly in the market? Passengers and drivers of a bonus will disappear? In the long term affect on the net about the car and taxi markets?

　　
Who is going to occupy the market advantage

1st, at 5 o'clock in the afternoon, drops official statement announced the acquisition of China. Subsequently, the net about anti-monopoly of the market's voice sounded. 2nd, Chinese Commerce Ministry spokesman Shen Danyang response on the matter, China's Ministry of Commerce has yet to receive drops and concentration step China trade declarations.

"According to regulations, in accordance with the provisions of the antitrust laws to declare conditions and the provisions on the operators of China's State Council on Declaration of concentration standard reporting, operators shall declare to the Chinese Ministry of Commerce in advance, undeclared concentration shall not be implemented. "Shen Danyang, China's Ministry of Commerce says routine news conference.

Center for studies of CUPL intellectual property researcher said Li Junhui, two mergers and acquisitions must comply with antitrust requirements. However, Li Junhui, regardless of whether the merger eventually set up, network monopoly all over the about the car market there. "Monopoly is divided into two levels, one is the market level, a passenger-side and passenger-side level is more complex. ”

Judging from the passenger demand, the preferred way to travel are drops or steps, other platforms at a disadvantage. Drops in the payment card, the app currently there are entrances, steps may also call a special train in the Google map. Whether it drops or steps, whether regional or national markets like North Canton, both compared to other competitors in business, has an absolute monopoly of passengers.

Data released by the second quarter of this year, according to Analysys, in China's car market, 70% share drops, China accounted for 17% shares. After drops and mergers and acquisitions, in China's car market will occupy more than 87% shares, in a subdivision of the express market, market share is close to 100%.

"Taxi reform was launched, the network about the car market to reshuffle. Previously in the grey areas of illegal vehicles and drivers will be repaying in accordance with law. "Analysis of Li Junhui, reforms have a transitional period of 3 months, after November was a watershed. Finally, who can legally compliant vehicles, drivers account for a large share of supply side, who will occupy the market advantage.

　　
Dividend of passengers and drivers will not disappear

Shanghai city planning and design, Xu Kangming has long been engaged in research on urban public transport. He said capital network about trucks, mainly by financing barriers is to prevent other enterprises involved to get a larger market share, second, locked revenue pumped into proportion.

It is understood that the current drop, every single car from 20% to 28%, platform in order to keep the cut must be unipolar. The two platforms in the past year, and pumped into the lower platform to attract drivers, but with the subsidies to attract drivers to join the platform. Only for more investment, subsidies for drivers and train users to gain greater market share.

In the United States, Europe, because the financing advantage relative to competitors, occupies a considerable market share, which is not the case. Drops and two have made considerable investments, it is difficult to use capital barriers to beat each other. Only by merging, forming new barriers to capital to ensure voice on the platform in every single cut. Pumped into a stronger voice on the platform, drivers and passengers of the weaker voice.

Compared to other Internet services and network about the marginal cost is relatively high. Coupon sites for each additional store website itself costs do not increase. And around car platforms for each additional network, have to react to actual transportation, vehicle, fuel, labor costs are essential, but also to pay a subsidy, the cost is considerable.

However, in storm weather, rush hour, some platform algorithms, can control dynamic premium. Especially in a taxi before the introduction of the reform programme, and promote dynamic premium earnings should not be underestimated. NET about after the vehicle into the orbit of legalization, is expected to limit this pricing method of looting in some places, some companies would stop dynamic premium, which continue to be used for dynamic premium Enterprise competitive pressure.

Analysis of Xu Kangming, network about the car cheap dividends based on two aspects of the platform, primarily capital subsidies, followed by the use of non-standard vehicles, drivers with lower costs. , Good to the last drop-step the main objective of the merger is that the aggravating each other any longer, reducing subsidies as soon as possible, but also bi-directional reduce passenger and driver-side subsidies.

Incorporated into the legal system orbit, participation in the network will have less about car drivers operating a filtered, rights and legitimate drivers will form a certain scarcity, nets around car platforms will use dynamic method of fare increases, using some car space does not match the demand and supply characteristics of charging passengers more.

"Net about car prices is inevitable. Going up the question now is how long it will take up the question of how much. "Xu Kangming said.

Li Junhui believes that merger the effects of short-term bonus to passengers to show. Taxi landing after the implementation of the reform programme, and eventually legalize platform will still compete, there will still be in red envelopes to attract more passengers. But the market will be affected, and passengers enjoy bonuses will decline.

China's national development and Reform Commission's price monitoring and antitrust Bureau said, once the merger is successful, it will have strong market power, as to the impact of market competition and the interests of consumers, will involve acts of price monopoly, China's national development and Reform Commission will continue to monitor and make further analysis.

　　
As soon as possible to change irrational market environment

The China Road Transport Association President Wang limei, said the merger, at this stage is still concentrated in the capital area, for the taxi industry can not be foreseen. "National taxi policy norms development, promoting the development of traditional taxis and networks about the car, the effort should be placed on compliance with laws and regulations of the enterprise, which starting point is often complex. "She said.

Xu Kangming believes that capital markets in recent years on the net about the car business service model popular, large amounts of investment capital in order to obtain excess returns on investment, to the taxi industry had caused substantial fluctuations, resulting in decreased operational efficiency of urban public transport.

Xu Kangming said chaos resulted in a loss of profits in the industry. After the State issued taxi reform programme, is expected to change as soon as possible about this irrational network demand and disorderly market conditions.

Journalist Zhao Wenjun, An Bei, and Wang Youling, and Gao Jing, Liu Hui

Responsible editor: Xiang Changming SN123

Article keywords:
China's national development and Reform Commission

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滴滴优步并购是否构成垄断？中国国家发展改革委员会中国商务部回应|中国国家发展改革委员会_新闻资讯

　　这厢国家有关出租车改革的方案刚出台，那厢滴滴就宣布并购优步中国。网约车身份合法化的热浪还在翻腾，滴滴此举再烧一把火。

　　并购一旦成功，意味着什么？网约车市场被垄断？乘客和司机的红利会不会消失？从长期看对网约车乃至出租车市场有什么影响？

　　
谁将占据市场优势

　　1日下午5时，滴滴正式发布公告宣布并购优步中国。随后，网约车市场反垄断的声音就响起。2日，中国商务部新闻发言人沈丹阳就此事回应，中国商务部目前尚未收到有关滴滴和优步中国相关交易的经营者集中申报。

　　“按规定，凡符合《反垄断法》规定申报条件和《中国国务院关于经营者集中申报标准的规定》中申报标准的，经营者均应事先向中国商务部申报，未申报的不得实施集中。”沈丹阳在中国商务部例行新闻发布会上说。

　　中国政法大学知识产权研究中心特约研究员李俊慧说，两家并购一定要符合反垄断法要求。然而，在李俊慧看来，无论并购是否最终成立，网约车市场的垄断都在那里。“垄断要分成两个层面来看，一个是市场的层面，一个是乘客端的层面，而乘客端层面更为复杂。”

　　从乘客需求来看，首选的出行方式是滴滴或优步，其他平台处于劣势。目前滴滴在支付宝、微信都有入口，优步在百度地图里也可以叫专车。无论滴滴还是优步，不管是北上广等区域市场还是全国市场，这两家比起其他同业竞争者，有着绝对的乘客垄断优势。

　　根据易观今年二季度公布的数据，在中国专车市场，滴滴出行占据了70%份额，优步中国占据了17%份额。滴滴和优步并购后，在中国专车市场将占据87%以上的份额，而在更细分的快车市场，市场份额则接近100%。

　　“出租车改革出台后，网约车市场面临重新洗牌。以前处于灰色地带的违规车辆、司机将被依法清退。”李俊慧分析，改革有3个月的过渡期，11月之后将是一个分水岭。最终，谁能在合法合规的车辆、司机供给端上占较大份额，谁将占据市场优势。

　　
乘客和司机的红利会不会消失

　　上海三亦城市规划设计有限公司徐康明长期从事城市公共交通研究。他说，网约车领域主要靠融资来产生资本壁垒，一是阻止其他企业介入以获取较大市场份额，二是锁定营收抽成比例。

　　据了解，目前滴滴、优步平均每单专车的抽成为20%到28%，平台为了保持这样的抽成，必须一家独大。而这两家平台在过去一年中，并没有采用降低平台抽成来吸引司机，而是用补贴吸引司机加入平台。只有获得更多投资，才能补贴司机和培养用户来获得更大的市场份额。

　　在美国、欧洲，优步因为有相对于竞争对手的融资优势，占据了相当大的市场份额，而国内的情况却不是这样。滴滴和优步两家都取得了相当大的投资，很难用资本壁垒来挤垮对方。只有通过合并，形成新的资本壁垒，才能保证平台在每单抽成上的话语权。而平台在抽成上的话语权越强，司机和乘客的话语权就越弱。

　　比起其他互联网服务，网约车的边际成本相对较高。团购网站每增加一家店，网站本身成本不会增长。而网约车平台每增加一单，都要完成实实在在的运输，车辆、汽油、劳动力成本都必不可少，而且还要付出补贴，这个成本相当大。

　　但是，在暴雨天气、高峰时段，有些平台改个算法，就能人为控制动态溢价。尤其在出租车改革方案出台之前，动态溢价对盈利的提升是不可低估的。网约车被纳入合法化轨道后，一些地方有望限制这种趁火打劫的定价方法，一些企业也会停止动态溢价，这对继续采用动态溢价的企业形成竞争压力。

　　徐康明分析，网约车平台的低价红利来源于两方面，主要是资本补贴，其次是使用不规范车辆、司机以降低成本。滴滴、优步两家合并的主要目的，是希望不再彼此搅局，尽快减少补贴，而且是双向减少乘客和司机端补贴。

　　纳入法制化轨道后，参与网约车运营的司机经过筛选数量会减少，经营权和合法司机会形成一定稀缺性，网约车平台也会用动态加价的方法，利用网约车需求和供给时空不匹配的特点，收取乘客更多费用。

　　“网约车价格上涨基本是不可避免的。现在的问题是等多久会涨，涨多少的问题。”徐康明说。

　　李俊慧认为，并购对乘客红利的影响短期难以显现。因为出租车改革方案落地实施后，最终合法化的平台间仍将存在竞争关系，仍然会用红包去吸引乘客。但市场竞争将受到影响，乘客享受的红利将下降。

　　中国国家发展改革委员会价格监督和反垄断局有关人士表示，一旦并购成功，将具有很强的市场力量，至于对市场竞争秩序和消费者利益有何影响，会不会涉及价格垄断行为，中国国家发展改革委员会将持续关注并做进一步研判。

　　
尽快改变非理性的市场环境

　　中国道路运输协会会长王丽梅针对并购一事表示，现阶段仍集中在资本领域，对于出租车行业的影响不可预见。“国家刚出台政策规范出租车发展，推动传统出租车和网约车发展，企业的精力应该放在遵守法律法规上，而资本的出发点却往往很复杂。”她说。

　　徐康明认为，近年来资本市场对网约车经营服务模式热捧，大量投入资本以取得超额投资回报，给出租车行业造成了很大波动，造成城市公共交通运营效率下降。

　　徐康明表示，这种行业乱象导致了多方利益损失。国家出台出租车改革方案之后，有望尽快改变这种非理性的网约车需求和无序市场环境。

　　记者赵文君、安蓓、王优玲、高敬、刘慧

责任编辑：向昌明 SN123

文章关键词：
中国国家发展改革委员会

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