Core Viewpoint - The article discusses the regulatory measures taken by various cities in China to curb low-price competition in the ride-hailing industry, focusing on the balance between platform competition and driver rights [1][5]. Regulatory Actions - Multiple cities, including Xi'an, have implemented regulations to ban low-price marketing strategies such as "one-price" and "special price" orders, effective from August 19 [1][6]. - The regulations aim to prevent price fraud and protect drivers from being forced into low-paying orders [1][6]. - Other cities like Guangdong, Henan, and Jiangxi have also introduced similar policies to combat low-price competition [1][6]. Impact on Drivers - Drivers have reported slight income increases since the implementation of these regulations, but overall earnings remain low due to high commission rates taken by platforms [2][3]. - The average daily operating hours for drivers in Zhengzhou is about 9.5 hours, with some earning less than 4,000 yuan per month after deductions [4]. - Drivers express frustration over the high commission rates, which have increased over time, leading to reduced net income despite a rise in order volume [3][4]. Platform Performance - Despite regulatory challenges, platforms like Didi have shown strong financial performance, with a core platform transaction volume exceeding 100 billion yuan in Q1 and a 15.9% year-on-year growth in Q2 [7][8]. - Didi's total transaction volume reached 1,096 billion yuan in Q2, with a significant contribution from its domestic business [7]. - Cao Cao Mobility reported a revenue of 9.456 billion yuan in the first half of the year, marking a 53.5% increase [8]. Industry Dynamics - The competition in the ride-hailing industry is shifting from aggressive price wars to a focus on service quality, posing new challenges for platforms [8]. - Regulatory interventions are seen as positive steps, but issues such as opaque pricing algorithms and the imbalance in bargaining power between platforms and drivers remain unresolved [8][9].

日前，滴滴出行、曹操出行、T3出行等多家网约车平台集体发布降低抽成通知，其中，滴滴出行、T3 出行将最高抽成降至27%，曹操出行则降至22.5%，引发关注。 网约车平台包括聚合平台作为提供信息和服务的中间方，会从乘客支付的费用中抽取一部分作为自己的 收入，这就是抽成，也叫"佣金"。抽成比例直接关系司机收入，也影响服务质量，受到各方关注。自 2022年年初开始，交通运输部持续推进网约车行业抽成"阳光行动"，网约车平台的平均抽成比例逐步下 降。 一方面，要规范有序竞争。为争夺用户和市场份额，头部平台大力度推广"特惠单""一口价""随心接"等 接单模式，其本质仍是"价格战"。不少司机被迫"应战"，"特惠单"和"一口价"收入仅能覆盖司机驾驶成 本，但如果司机不接收特惠订单，派单量会明显减少。长此以往，必将导致服务质量下降，激化司机和 乘客之间的矛盾。长期低价无序内卷，将影响行业健康发展，损害各方利益。目前，西安等地已开始叫 停网约车"一口价"，相信后续会有更多地方跟进，网约车平台应以此为契机，规范有序竞争。 另一方面，要公开透明运营。长远来看，建立公平透明的利益分配机制，比短期抽成调整更重要。这要 求平台进一步明晰抽 ...