网约车纷纷宣布：下调抽成

Core Points - Didi Chuxing announced a reduction in the maximum commission rate from 29% to 27% by the end of this year as part of its upgraded driver protection plan [1][3] - T3 Mobility will also lower its commission rate for orders between 26% and 27% from 21% to 17% by year-end [1][3] - The average commission for Didi's orders in 2024 is projected to be 14%, with only a small percentage of orders exceeding 27% [3] Company Actions - Didi Chuxing aims to ensure all drivers benefit from the commission adjustments, promoting transparency in order billing [3] - T3 Mobility guarantees that drivers completing at least 50 orders per month will have a commission cap of 25% on their total earnings, with excess amounts refunded [3] - Gaode Dache has also announced a cap of 27% for commission rates across its partnered platforms and aims to reduce overall costs by 2% through various incentives [3] Industry Context - The ride-hailing industry initially relied on high subsidies and low commission rates to capture market share, but later increased commissions, leading to decreased driver earnings and service quality [4] - The Ministry of Transport has previously mandated that ride-hailing platforms set reasonable commission caps and disclose them publicly to protect driver rights [4] - As of June 2025, there are 389 licensed ride-hailing platforms in China, with a 1.6% increase in daily orders, indicating a growing supply amidst ongoing issues of oversupply [5]