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].

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]