多地叫停一口价特惠订单 网约车如何反“内卷”？

Core Viewpoint - The article discusses the regulatory measures taken by various cities in China to curb low-price competition in the ride-hailing industry, focusing on the balance between platform competition and driver rights [1][7]. Regulatory Actions - Xi'an's Transportation Bureau issued a notice to suspend "fixed-price" and "discounted-price" marketing practices starting from August 19, aiming to eliminate price fraud and malicious underpricing [1]. - Similar policies have been implemented in multiple cities, including Guangdong, Henan, and Jiangxi, to prevent platforms from forcing drivers to accept low-priced orders [1][7]. Impact on Drivers - Drivers report that their income has slightly improved since the policy implementation, but overall earnings remain low due to high commission rates taken by platforms [2][3]. - The average daily operating hours for ride-hailing vehicles in Zhengzhou is about 9.5 hours, with some drivers earning less than 4,000 yuan per month after deductions [5]. Platform Responses - Major ride-hailing platforms, including Didi and T3, have announced reductions in their maximum commission rates, with Didi lowering it to 27% and Caocao to 22.5% [6]. - Didi's core platform transaction volume exceeded 100 billion yuan in Q1, with a significant year-on-year profit increase, indicating a shift from aggressive pricing strategies to a focus on service quality [8][10]. Industry Dynamics - The article highlights the ongoing struggle between platforms, drivers, consumers, and regulators in achieving a balanced and healthy market environment [5][10]. - The shift from price wars to refined service competition poses challenges for platforms, necessitating transparency in pricing and commission structures [10].