告别一口价，网约车行业大变革！

Core Viewpoint - The ride-hailing industry is experiencing significant changes as major platforms like Didi and Cao Cao announce reductions in commission rates for drivers, responding to regulatory pressures and market saturation [1][2][3]. Group 1: Commission Reductions - Didi plans to lower its maximum commission rate to 27%, while Cao Cao aims for 22.5%, with other platforms like Gaode also stepping in to supervise these changes [1]. - Regulatory bodies have intervened due to high commission rates, which have been criticized for negatively impacting driver earnings [2][4]. Group 2: Market Conditions - The ride-hailing market has become saturated, with the number of licensed platforms increasing to 385 as of May 2025, leading to a decline in average earnings for drivers [3]. - Despite an increase in total orders and active vehicles, the average income per hour for drivers has dropped to 27 yuan, a decrease of 12.9% from 2023 [3]. Group 3: Regulatory Actions - Various local governments, including those in Guangdong and Jiangxi, have held discussions with ride-hailing platforms to address complaints about low pricing and high commissions, urging them to stop low-cost competition practices [4]. - Regulations are being enforced to eliminate "one-price" orders and other low-cost marketing strategies that pressure drivers into accepting unprofitable fares [4]. Group 4: Impact on Drivers and Passengers - The elimination of "one-price" orders is expected to provide drivers with more choices and fairer income, while passengers may benefit from clearer pricing rules and better service [7]. - The industry is moving towards a more balanced approach that aims for a win-win situation for drivers, passengers, and platforms [7]. Group 5: Broader Industry Trends - The anti-involution movement is gaining traction across various sectors, with other industries like food delivery and traditional sectors also responding to regulatory pressures [8].