Core Viewpoint - Multiple ride-hailing platforms have announced reductions in their commission rates, aiming to enhance driver benefits and address industry challenges [1][2][3]. Group 1: Commission Rate Reductions - Didi Chuxing will lower the maximum commission rate from 29% to 27% by the end of this year, with the excess returned to drivers [1][2]. - T3 Mobility plans to reduce the proportion of orders with a commission rate of 26%-27% from 21% to 17% by year-end [2]. - Cao Cao Mobility will decrease its maximum commission rate from 22.7% to 22.5% [1][2]. Group 2: Impact on Drivers - Didi's average commission rate for all orders is projected to be 14% in 2024, with only a small fraction of orders exceeding 27% [2]. - The reduction in commission rates allows drivers to earn more under the same working conditions, addressing previous income declines due to high commission rates [3]. Group 3: Regulatory Context - The Ministry of Transport has previously mandated that ride-hailing platforms set reasonable commission caps and disclose them publicly [3]. - As of 2022, the maximum commission rate for major platforms is capped at 30% as part of the "Sunshine Action" initiative [3]. Group 4: Market Dynamics - The ride-hailing market has seen an increase in supply, with 389 platforms licensed as of June 2025, reflecting a 4-platform increase [4]. - Regulatory bodies are intervening to curb low-price competition, with several regions prohibiting forced acceptance of fixed-price orders [4].
多家网约车平台宣布:下调抽成
券商中国·2025-08-22 15:21