近期，滴滴出行、T3出行、曹操出行等平台接连发布公告，通过降低抽成比例，进一步保障司机权 益。滴滴出行表示，今年年底前，平台将把每笔订单最高抽成上限从29%降至27%，超出27%的部分将 随单返还。同时，针对每月在平台完成订单达到50单的司机，平台将通过"返佣宝"保障其当月月均抽成 上限不超过25%，超过部分将在次月自动返还至司机账户。 T3出行表示平台订单的抽成比例最高不超过27%，今年年底前将抽成比例26%-27%的订单数量占比从 21%降至17%。对于每月订单完成量不少于50单的平台司机，保障其当月流水总额的抽成上限不超过 25%，超出部分自动返还司机。 曹操出行则在8月15日表示，自当日起曹操出行APP、小程序订单的抽成比例上限将由原来的22.7%下调 至22.5%。聚合平台也表示将下调信息服务费。 8月18日，高德打车表示，推动不少于80家合作网约车平台的抽成比例上限不超过27%（含高德平台向 合作网约车平台收取的信息服务费，司机收入不低于乘客实付费用的73%），惠及超百万司机。高德打 车信息服务费上限全部降至9%，并通过减免佣活动、专项奖励等方式推动合作平台综合成本降低2%。 （新浪财经） ...

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]

企查查数据显示，国内现存网约车相关企业9961家。从经营时间来看，近六成网约车相关企业的成立年 限在5-10年，占比达59.93%。其次，成立年限在3-5年、1-3年的相关企业分别占比14.34%、11.10%。注 册量方面，2024年全年注册826家相关企业，截至目前，今年已注册465家。 （原标题：多个网约车平台降抽成，近六成网约车相关企业成立年限在5-10年） 据媒体报道，8月15日晚，滴滴出行、曹操出行、T3出行等多家网约车集体发布降低抽成通知，其中滴 滴出行、T3出行都将最高抽成降低至27%，曹操出行则降低至22.5%。有专家对此表示，降低抽成比例 直接提升了司机收入透明度，但实际效果受平台运营策略、司机接单量及市场供需关系影响。 企查查数据显示，国内现存网约车相关企业9961家。注册量方面，2024年全年注册826家相关企业，截 至目前，今年已注册465家。存量方面，从经营时间来看，近六成网约车相关企业的成立年限在5-10 年，占比达59.93%。从注册资本来看，在100万元以内的相关企业最多，占比35.55%。从地区分布来 看，网约车相关企业主要分布在华东地区、西南地区，分别占比25.87%、2 ...

Group 1 - The municipal Human Resources and Social Security Bureau has announced the expansion of occupational injury protection pilot programs for new employment forms in the city [1] - Starting from July 1, the original food delivery and instant delivery industries will be merged into a new instant delivery industry, with additional platform companies included in the pilot program [1] - By 2026 and beyond, other platform companies meeting the criteria will be incorporated into the pilot program based on national arrangements [1] Group 2 - The occupational injury protection fee standards are determined based on the principle of balancing income and expenditure, with specific fees set for different industries [2] - The travel industry will have a fee of 0.01 yuan per order, while the instant delivery industry will have fees of 0.07 yuan and 0.25 yuan per order, and the same-city freight industry will have a fee of 0.18 yuan per order [2] Group 3 - The municipal Human Resources and Social Security Bureau can adjust the fee standards for related industries as needed, with annual adjustments starting from January 1 of each year [3] - The Social Security Center is responsible for determining the fee standards for platform companies based on national regulations and various factors such as the usage of occupational injury protection fees and injury occurrence rates [3] Group 4 - Platform companies are required to implement a "one-click reporting" feature in their applications for new employment form personnel and provide standardized training for reporting accidents [4] - Occupational injury protection benefits include medical treatment, disability benefits, and death benefits, with specific procedures for treatment and reporting of occupational injuries [4] Group 5 - Delivery companies are enhancing traffic safety measures for riders, including the establishment of a traffic behavior evaluation mechanism and safety incentive programs [5] - Meituan has implemented cash rewards for top-performing riders in terms of safety scores and has introduced measures to address traffic violations [5]

近日，多家网约车平台宣布降低抽成。其中，滴滴出行、T3出行都将最高抽成降低至27%，曹操出行则 降低至22.5%。 滴滴出行介绍，今年年底前，将把每笔订单最高抽成上限从29%降至27%，超出27%的部分将随单返 还。针对每月在平台完成订单达到50单的司机，通过"返佣宝"保障其当月月均抽成上限不超过25%，超 过部分将在次月自动返还至司机账户。 T3出行称，平台抽成比例最高不超过27%，今年年底前，抽成比例26%-27%的订单数量占比将从21%降 至17%。 来源：滴滴出行公众号 滴滴出行称，在降低每笔订单最高抽成上限的基础上，将通过主动加大补贴力度、优化派单等方式，优 化抽成分布结构，重点解决个别高抽成场景问题，在年底前进一步降低高抽成订单比例。 我们深知,司机师傅是平台发展的基石,大家的满意度 和获得感至关重要。在头部网约车平台中,曹操出行的 抽成比例一直保持较低水平。此次主动降低抽成上限, 是我们在司机收入保障道路上迈出的又一步坚实脚印, 更是我们对"司机第一"理念的再次践行。我们深知, 改善司机体验、保障司机权益是一项长期而系统的工 作。曹操出行将持续聆听司机师傅们的宝贵建议,不断 优化平台规则与服务, ...

在降低每笔订单最高抽成上限的基础上，滴滴公告称，将通过主动加大补贴力度、优化派单等方式，优 化抽成分布结构，重点解决个别高抽成场景问题，在年底前进一步降低高抽成订单比例。 T3出行表示，平台抽成比例最高不超过27%，今年年底前，抽成比例26%到27%的订单数量占比将从 21%降至17%。同时，对于每月订单完成量不少于50单的司机，平台将保障其当月流水总额的抽成上限 不超过25%，超出部分自动返还司机。 滴滴、T3、曹操等多家网约车平台纷纷宣布调低抽成比例。滴滴出行近日在其公众号上发布公告称， 今年年底前，平台将把每笔订单最高抽成上限从29%降至27%，超出27%的部分将随单返还。滴滴公告 提到，2024年平台所有订单平均抽成14%，"虽然目前抽成达到27%以上的订单只占极少数，但我们希 望通过这项无门槛的调整，进一步确保滴滴平台内所有网约车司机都能受益。" 此外，滴滴将针对每月在平台完成订单达到50单的司机，通过"返佣宝"保障其当月月均抽成上限不超过 25%，超过部分将在次月自动返还至司机账户。该功能及新版司机账单目前已在21个城市试点，后续将 在全国其他城市陆续试行上线。 来源：北京日报客户端 记者：孙奇茹 ...

Core Viewpoint - Cao Cao Mobility (02643) has seen its stock price rise over 9%, reaching a new high of 77.95 HKD, driven by recent announcements from multiple ride-hailing companies to lower commission rates, enhancing market stability and benefiting leading platforms like Cao Cao Mobility [1] Company Summary - Cao Cao Mobility has reduced its commission rate to 22.5%, while competitors like Didi and T3 have lowered theirs to 27%, indicating a trend towards lower fees in the industry [1] - The company is supported by the Geely Group's ecosystem, leveraging technology and manufacturing advantages to create a unique "customized vehicle + intelligent driving + mobility platform" Robotaxi self-research closed-loop ecosystem [1] - The company is expected to be included in the Hong Kong Stock Connect program in September, according to Huatai Securities [1] - The company plans to hold a board meeting on August 26 to approve its interim results [1] - Shenwan Hongyuan highlights Cao Cao Mobility's differentiated advantages in customized operations, cost control, and technological ecosystem, indicating a clear path to profitability with high growth potential in its Robotaxi business [1] Industry Summary - The reduction in commission rates by major platforms is expected to stabilize driver supply and contribute to a healthier long-term development of the ride-hailing market [1] - The overall market structure is anticipated to stabilize as leading platforms benefit from the industry's healthy development [1]

滴滴出行：最高抽成上限从29%降至27% 近日，多家网约车宣布降低抽成。其中， 滴滴出行、T3出行都将最高抽成降低至27%， 曹操出行则降低至22.5%。 高德打车也表示，将联合网约车平台 合作伙伴，支持司机权益保障。 滴滴出行表示，今年年底前，将把每笔订单最高抽成上限从29%降至27%，超出27%的部分将随单返还。虽然目前抽成达到27%以上的订单只占极少数， 但希望通过这项无门槛的调整，进一步确保滴滴平台内所有网约车司机都能受益。 T3出行：抽成比例最高不超过27% T3出行表示，平台抽成比例最高不超过27%，今年年底前，抽成比例26%-27%的订单数量占比将从21%降至17%。 来源：滴滴出行公众号 滴滴出行同时表示，滴滴在扩大平台就业容量的同时，努力稳定司机收入，持续降低抽成，2024年，滴滴所有订单平均抽成为14%。在公开透明的账单页 面，司机师傅们可以看到每笔订单的抽成，有高有低，还有一些订单是不抽成、负抽成。司机师傅也可以通过滴滴车主App流水页面查看司机收入报告， 可以看到过去7天平均抽成和上月平均抽成。 图源：T3出行公众号 T3出行同时表示，对于每月订单完成量不少于50单的司机，保障其当月流 ...

Core Viewpoint - Multiple ride-hailing companies have announced reductions in commission rates to benefit drivers and enhance platform competitiveness [1]. Group 1: Didi Chuxing - Didi Chuxing will lower the maximum commission rate from 29% to 27% by the end of this year, with the excess being refunded to drivers [2]. - The company aims for an average commission rate of 14% across all orders by 2024, providing transparency in earnings through the driver app [2]. Group 2: T3 Mobility - T3 Mobility plans to reduce the proportion of orders with commission rates between 26% and 27% from 21% to 17% by year-end [3]. - For drivers completing at least 50 orders per month, the commission cap will be set at 25%, with excess amounts refunded [3]. Group 3: Cao Cao Mobility - Cao Cao Mobility will decrease the commission cap for app and mini-program orders from 22.7% to 22.5%, emphasizing sharing development benefits with drivers [4]. Group 4: Gaode Dache - Gaode Dache is collaborating with at least 80 ride-hailing platforms to ensure that commission rates do not exceed 27%, thereby protecting driver rights [5][7]. - The information service fee charged by Gaode Dache will be capped at 9%, with initiatives to reduce overall costs for drivers by 2% [7].

消息面上，近日，多家网约车宣布降低抽成。其中，滴滴出行、T3出行都将最高抽成降低至27%，曹操 出行则降低至22.5%。民生证券认为，行业主要平台宣布降低费率水平，将增强司机供给的稳定性和持 续性，长期将使得网约车平台市场格局走向稳定，该行认为行业头部平台网约车业务中长期均受益于行 业健康发展，关注多元化布局的平台公司曹操出行，深度依托吉利集团的生态支撑，公司叠加技术与制 造优势，构建国内首个"定制车+智能驾驶+出行平台"Robotaxi自研闭环生态。 恒指公司今日将发布上半年检讨结果，相关变动将于9月5日收市后实施并于9月8日起生效，据华泰证券 预测，曹操出行有望于9月被纳入港股通范围。另外，公司拟于8月26日举行董事会会议批准中期业绩。 申万宏源指出，曹操出行在定制化运营、成本控制及技术生态方面具备差异化优势，未来扭亏为盈路径 清晰，Robotaxi业务贡献高成长性及期权属性，潜在利润弹性值得关注。 智通财经APP获悉，曹操出行(02643)涨超9%，高见77.95港元创上市新高。截至发稿，涨8.94%，报77.4 港元，成交额5676.83万港元。 ...