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。 ...

长期困扰网约车司机的高抽成问题有望得到改善。 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。 集体官宣降低抽成比例 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。 滴滴发布的新版账单示例 滴滴表示，2024年，平台所有订单平均抽成为14%。在公开透明的账单页面，司机可以看到每笔订单的抽成。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。 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。 关于半台减少抽成的公告 为切实加强保障广大司机权益,T3出行现就平 台抽成减少工作公告如下： 1.T3出行平台订单的抽成比例最高不超过27%。 今年年底前将抽成比 ...

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%。 长期困扰网约车司机的高抽成问题有望得到改善。 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。 集体官宣降低抽成比例 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。 滴滴表示，2024年，平台所有订单平均抽成为14%。在公开透明的账单页面，司机可以看到每笔订单的 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。 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。. 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 ...

滴滴方面介绍，今年年底前，将把每笔订单最高抽成上限从29%降至27%，"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"。 滴滴发布的新版账单示例 T3出行也发布减少抽成的公告，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%。 近日，滴滴出行、曹操出行、T3出行等多家网约车平台发布了降低抽成通知。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%。 曹操出行则表示，将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%，"这是我们主动 将发展红利更多分享给司机伙伴的实际行动"。 曹操出行公告 此外，聚合平台高德打车也发布通知称，联合网约车平台合作伙伴推动不少于80家合作网约车平台的抽 成比例上限不超过27%。高德打车还表示，将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%。 高德打车公告 交通运输部2022年"交通运输新业态平台企业抽成'阳光行动'"中规定，各主要平台公司公布的最高抽成 比例不超过30%。此后，30%成为网约车佣金抽成的一道红线。 来源 ...

美股三大指数均小幅收跌，标普500指数跌0.4%，道指跌0.34%，纳指跌0.34%；大型科技股多数下跌，特斯拉、Meta跌超1%，苹果、微软、英伟达、奈 飞、亚马逊、AMD、英特尔小幅下跌，谷歌小幅上涨。中概股多数上涨，纳斯达克中国金龙指数涨1.35%，小鹏汽车涨近12%，蔚来涨超9%，老虎证券、 名创优品涨逾6%，爱奇艺、小牛电动涨逾2%；阿特斯太阳能跌逾18%，禾赛跌11%，哔哩哔哩跌超6%，晶科能源跌逾4%，大全新能源、阿里巴巴跌超 1%。 国际贵金属期货收盘涨跌不一，COMEX黄金期货跌0.15%，报3383.5美元/盎司；COMEX白银期货涨0.87%，报38.1美元/盎司。 国际油价集体收涨，美油主力合约涨1.23%，报63.48美元/桶；布伦特原油主力合约涨1.14%，报67.60美元/桶。 欧洲三大股指收盘涨跌不一，德国DAX指数涨0.07%报24293.34点，法国CAC40指数跌0.44%报7938.29点，英国富时100指数涨0.23%报9309.2点。 2 港交所：致力提升市场效率，但延长交易时间需审慎 在港交所2025年中期业绩会上，有市场人士建议延长交易时间，港交所行政总裁陈翊庭 ...

Core Viewpoint - Didi has upgraded its membership system, expanding beyond just ride-hailing benefits to include a comprehensive range of services across dining, accommodation, and transportation, creating a "rights map" for users [3][4][5]. Membership System Upgrade - The new membership system is categorized into five main categories with over twenty privileges, structured into eight levels (V1-V8) [6][9]. - Members can receive a gift voucher package worth up to 300 yuan based on their membership level [9]. Specific Benefits - **Efficient Travel**: V5-V8 members can enjoy faster response times during peak hours, with V8 members receiving unlimited fast responses. Members can also benefit from free upgrades and cancellation fee waivers [9][10]. - **Comfortable Business Travel**: V8 members have access to airport and high-speed rail lounges once a month, and can redeem memberships for hotel chains like Hilton and Huazhu [10][12]. - **Dining Privileges**: V7 and V8 members can redeem queue-jumping and complimentary meal vouchers at Haidilao, enhancing the dining experience [6][10]. - **Shared Mobility and Other Travel Coupons**: V7 and V8 members can enjoy free rides on shared bikes and access various travel-related discounts [12][19]. Strategic Partnerships - Didi's membership system has integrated with several external brands, including Haidilao, Hilton, and Huazhu, to enhance user experience and create a more extensive service network [7][8][21]. User Engagement and Retention - Didi's membership program has been in development since 2016, focusing on improving user experience and engagement through a variety of travel-related services [21][22]. - The company aims to create a sense of "certainty" for users by providing consistent and reliable services across its various offerings [22][23]. Market Positioning - Didi's comprehensive membership system addresses common consumer anxieties related to travel, such as waiting times and cost efficiency, positioning the company as a leader in the ride-hailing industry [23][24]. - The integration of multiple service categories into a single membership program is a unique approach that differentiates Didi from competitors, potentially setting a new standard in the industry [24][25].

Core Viewpoint - Didi has upgraded its membership system, expanding beyond just ride-hailing services to create a comprehensive benefits map that includes dining, accommodation, and transportation [4][5][28] Membership System Upgrade - The new membership system is categorized into five main areas with over twenty privileges, structured into eight levels from V1 to V8 [6][10] - Members can receive a gift voucher package worth up to 300 yuan based on their membership level [10] Key Benefits - **Efficient Travel**: V5-V8 members can receive faster response times during peak hours, with V8 members enjoying unlimited fast responses [12] - **Comfortable Business Travel**: V8 members have access to airport and high-speed rail lounges once a month, and can redeem memberships for hotel chains like Hilton and Huazhu [15] - **Lifestyle Partnerships**: V7 and V8 members can redeem exclusive dining privileges at Haidilao, including priority seating and complimentary dishes [17] - **Shared Mobility and Other Travel Vouchers**: V7 and V8 members can enjoy free rides on shared bikes and access various travel-related vouchers [19] - **Exclusive Identity and VIP Customer Service**: V7 and V8 members receive 24/7 dedicated customer service and customized app features [21] Historical Context and Evolution - Didi's membership system began in 2016, initially focusing on improving ride-hailing efficiency and user experience [24] - Over the years, the system has evolved to include external brand partnerships, enhancing the overall value proposition for users [24][25] User Engagement and Retention - Didi's members have an average usage of over six years, indicating high user retention and engagement [26] - The membership system aims to provide certainty and enhance user experience through various exclusive benefits [26][28] Competitive Advantage - Didi's comprehensive membership system addresses common consumer anxieties related to dining and travel, offering a seamless experience that integrates multiple services [28] - The potential savings for V8 members can reach approximately 1200 yuan annually through lounge access and hotel discounts [29] - Didi's ability to compress user waiting times and enhance overall experience is a significant competitive edge in the market [30]

2025.08. 21 本文字数：2058，阅读时长大约4分钟 作者 | 第一财经 陆涵之 长期困扰网约车司机的高抽成问题有望得到改善。 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。 滴滴表示，2024年，平台所有订单平均抽成为14%。在公开透明的账单页面，司机可以看到每笔订单 的抽成。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。 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. ...

各种因素中，影响司机收入首要因素是单量，其次是平台计费规则，再就是平台抽成。 长期困扰网约车司机的高抽成问题有望得到改善。 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。 集体官宣降低抽成比例 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。 滴滴表示，2024年，平台所有订单平均抽成为14%。在公开透明的账单页面，司机可以看到每笔订单的抽成。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。 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. ...

Core Points - The article discusses a visit by Huang Aijun, the Deputy Secretary of the Suzhou Municipal Committee, to a driver service station, where he engaged with taxi and ride-hailing drivers to understand their challenges and gather suggestions for industry and urban development [1] - Six driver representatives shared their perspectives on current industry issues and personal difficulties, expressing appreciation for various initiatives aimed at improving convenience for drivers [1] Group 1 - The meeting highlighted the importance of collecting and addressing the drivers' concerns and suggestions for the development of the industry [1] - Huang Aijun emphasized the need for the municipal government to develop specific solutions to the issues raised by drivers, ensuring their rights are protected [1] - The article mentions the ongoing efforts to enhance the driver service network and explore additional supportive measures for drivers [1] Group 2 - Relevant officials from the Municipal Social Work Department, Municipal Political and Legal Committee, and Municipal Transportation Bureau participated in the visit [2]