Core Viewpoint - The income of drivers in the ride-hailing industry is a hot topic, with platform commission rates being a significant concern that affects millions of drivers. The market is transitioning from growth to saturation, indicating deeper issues related to supply and demand dynamics rather than just commission rates [1][9]. Commission Rates - Drivers can now view commission rates for each order through the platform's backend, with reported driver income percentages ranging from 73.1% to 100% across different orders. Drivers generally find a commission rate below 25% acceptable [2]. - Didi reported that in 2020, drivers earned 79.1% of the total amount paid by passengers, with the remaining 20.9% allocated to subsidies, operational costs, and net profit. Orders with commissions exceeding 30% accounted for only 2.7% of total orders [3]. - The average commission rate for Didi's orders is projected to be 14% in 2024 [4]. Driver Income Trends - From 2022 to 2024, the proportion of driver income (including subsidies) from platforms like Cao Cao Travel was 84.2%, 79.1%, and 79.0%, respectively, with corresponding commission rates not exceeding 15.8%, 20.9%, and 21% [5]. - The industry is experiencing a shift from a seller's market to a buyer's market, with increasing competition among drivers leading to downward pressure on income despite a growing number of ride requests [9]. Regulatory Actions - Regulatory bodies have begun addressing issues related to commission transparency and excessive rates, with initiatives to prohibit order reselling and set reasonable commission limits [6]. - In 2024, various platforms announced reductions in commission rates to enhance driver earnings, with Didi planning to lower its maximum commission from 29% to 27% by the end of 2025 [11]. Market Dynamics - The ride-hailing market is transitioning to a phase of structural optimization and efficiency improvement, with increasing active driver numbers but declining average orders per vehicle [8]. - The average daily active drivers in Hangzhou reached 93,100 in Q4 2025, a 10.09% increase year-on-year, while the average daily orders per vehicle decreased by 3.32% [8]. Future Outlook - Industry experts suggest that while there may be limited room for further price reductions, there could be more initiatives aimed at increasing driver income [10].
网约车司机收入问题待解 记者实探网约车抽成情况
Di Yi Cai Jing·2026-02-09 11:53