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降抽成只是开始,网约车市场生态重构
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-22 13:49
规范网络交易平台佣金、抽成,正在走向实处。 近日,多家网约车平台相继宣布降低最高抽成上限,其中滴滴出行和T3出行都将抽成上限降低至27%, 曹操出行则直接降低至22.5%。享道出行向21世纪经济报道记者表示,目前还没有新的动作。 "2024年,滴滴所有订单平均抽成为14%,目前抽成达到27%以上的订单只占极少数。"滴滴方面称,希 望通过调整,进一步确保平台内所有网约车司机都能受益。 在网约车市场激烈角逐的当下,抽成比例一直是各方关注的焦点。此番多家平台集体降低抽成,无疑在 行业中激起了新的波澜。这一变化能否重新平衡司机、平台与用户之间的关系,重塑行业生态,成为备 受瞩目的焦点。 上海金融与法律研究院研究员傅蔚冈在接受21世纪经济报道记者采访时指出,提升网约车司机收入的关 键,并非仅依赖于调整抽成上限或降低抽成比例。他认为,平台企业更应着眼于通过差异化竞争和拓展 新服务场景,从根本上优化司机的收益结构。抽成靠向合理区间 杭州市发布2025年第二季度网约车市场运行监测信息显示,持证运营车辆达14.16万辆,单季度新增 10614辆;持证驾驶员41.72万人,较一季度净增16083人。 在车辆、驾驶员和总订单量同步 ...
曹操出行获纳入恒生综指,多家机构给予“买入”评级
IPO早知道· 2025-08-22 12:34
当前估值水平显著低于国际同行,具备明显吸引力。 本文为IPO早知道原创 作者| Stone Jin 微信公众号|ipozaozhidao 本文由公众号IPO早知道(ID:ipozaozhidao)原创撰写,如需转载请联系C叔↓↓↓ 据IPO早知道消息,曹操出行(2643.HK)于8月22日获恒指公司选定将纳入恒生综合指数成份股, 变动将于2025年9月8日生效。 值得一提的是,此前摩根大通、华泰证券等多家机构已预测曹操出行有望于9月8日纳入港股通交易 范围,申万宏源、浙商证券等多家机构也给予曹操出行"买入"评级,目标价看高至103.17港元。 自2025年6月25日登陆港交所以来,曹操出行股价持续攀升。浙商证券认为,公司依托吉利生态, 已稳居网约车行业第二,并且"定制车+智能驾驶+出行平台" Robotaxi 三位一体生态闭环雏形已 成,有望在即将到来的Robotaxi商业化浪潮中抢占先机,打开中长期估值空间。 截至2024年底,曹操出行平台活跃车辆约150万台,全年完成GTV约170亿元。公司运营网络已覆 盖全国136座城市,以轻资产模式进军85个新城市,即向当地运力合作伙伴销售定制车,并激励其 向曹操出行 ...
东兴证券晨报-20250822
Dongxing Securities· 2025-08-22 07:56
东 兴 晨 报 东兴晨报 P1 经济要闻 1. 财政:7 月财政收入有所改善。总量上看,1-7 月一般公共预算收入累计 同比增长 0.1%,结束了 2025 年初以来的负增长。进一步,7 月税收结构进 一步优化,税收收入增加,非税收入明显减少,收入增长的可持续性增强。 从税源上看,个人所得税和印花税收入同比增速均在 10%以上,剔除基数 效应后增速仍较为可观,体现了经济内生动能的边际改善倾向。支出方面, 一般公共预算支出总量同收入相匹配,但社会保障和就业相关支出同比增 速仍旧较高,当前就业压力客观上仍存在。政府性基金预算收支方面,国 有土地使用权出让收入仍在减少但降幅明显减少,体现出土地市场降温带 来的负面影响正在持续消化,未来财政压力有望减弱。(资料来源:同花 顺) 2. 投资:8 月以来,A 股的持续上涨正在吸引更多外资进场。一方面,全 球对冲基金上周大幅买入中国资产,是 6 月底以来的最快加仓速度;另一 方面,海外个人投资者也在积极加仓,今年以来,韩国股民对中国股票的 持仓规模较去年底增长超 50 亿元,涨幅近三成。流动性无疑是支持本轮 A 股上行的最重要因素,外资、险资、量化策略、个人投资者等各路资金 ...
网约车纷纷宣布:下调抽成
Nan Fang Du Shi Bao· 2025-08-22 07:17
日前,多家网约车平台纷纷宣布下调抽成。 作为升级司机保障计划的一部分,滴滴出行宣布今年年底前,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。T3出行平台今年年底前,抽成比例26%~27%的订单数量占比将从21%降至17%。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%。 T3出行称,平台抽成比例最高不超过27%,年底前,抽成比例26%~27%的订单数量占比将从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。 据报道,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%;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%。 司机的收入包括分成和补贴,而平台抽成直接决定了司机每单的实际收益。订单抽成比例波动,主要受订单类 型、市场需求、奖励补贴等因素影响。降低抽成意味着司机在同样的劳动时间和运营成本下,能拿到更多的钱。 在网约车行业发展早期,平台企业通过高额补贴和低抽成抢占市场, ...
网约车司机将每单必保每人必保
Bei Jing Wan Bao· 2025-08-22 06:11
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]
网约车平台集体官宣:下调抽成比例
Sou Hu Cai Jing· 2025-08-22 06:01
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, ...
滴滴、曹操出行等网约车平台集体官宣:降低抽成
证券时报· 2025-08-22 03:51
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].
多家网约车平台官宣:降低抽成!
Sou Hu Cai Jing· 2025-08-22 03:05
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 ...
想在「吃、住、行」上省钱,为什么都能用滴滴?
36氪· 2025-08-21 13:07
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]
网约车平台集体官宣下调抽成比例
第一财经· 2025-08-21 12:07
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. ...