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烧钱万亿,大厂为何越亏越勇?
Hu Xiu· 2025-10-23 12:05
为何停手比烧钱更难?从滴滴、快的、Uber网约车三国演义,到支付宝和微信的在线钱包大战,揭秘互 联网大厂疯狂砸钱背后的资本逻辑。 ...
鞍马出行被罚
Qi Lu Wan Bao· 2025-10-15 03:02
据了解,山东鞍马出行科技有限公司成立于2019年,注册资本1000万,法定代表人为王存强,注册地为 济南市槐荫区。鞍马出行以网约车、接送机、城际拼车、企业用车、出租车等多元化的出行服务全面满 足用户出行需求,并通过开展车服、司服等工作积极践行"服务于人,服务于车"的发展理念。 近日,记者从信用中国获悉,山东鞍马出行科技有限公司温州分公司因提供服务的车辆未取得车辆营运 证被温州市交通运输局处罚。 新闻爆料热线:0531-85193242 2025年10月13日,温州市交通运输局对山东鞍马出行科技有限公司温州分公司进行罚款,两笔罚款金额 共计两万元。主要违法事实分别为:2025年07月04日15时22分,温州市交通运输局行政执法人员在昊域 广场检查时发现山东鞍马出行科技有限公司温州分公司存在交通运输行政违法行为,经调查,山东鞍马出 行科技有限公司温州分公司提供服务的车辆未取得车辆营运证;2025年02月24日20时52分,温州市交通 运输局行政执法人员在尚悦园(北门)-龙湾凤凰城(西南门)检查时发现山东鞍马出行科技有限公司温州分 公司存在交通运输行政违法行为,经调查,山东鞍马出行科技有限公司温州分公司提供服务的车 ...
南京拟推“巡网一体”试点,巡游车与网约车将数据打通融合接单
Yang Zi Wan Bao Wang· 2025-10-13 14:46
Core Viewpoint - The taxi industry in Nanjing is set to undergo significant changes with the introduction of a new model called "integrated operation of traditional and online taxis," allowing traditional taxis to operate on ride-hailing platforms with equal rights and pricing as ride-hailing services [1][2]. Group 1: New Regulations and Framework - The Nanjing Municipal Transportation Bureau is actively seeking public opinions on the revised "Nanjing Online Ride-Hailing Taxi Management Measures," which addresses issues such as platform algorithm rules, fare rationality, platform regulation, and driver rights protection [1][4]. - The revised regulations aim to enhance the management of the ride-hailing industry, which has evolved since the original measures were implemented in 2017, to better meet the demands of economic development and public transportation needs [4]. Group 2: Integrated Operation Model - The "integrated operation" model differs from the previous "fusion" approach by treating it as a new business category, allowing for data sharing between traditional taxis and ride-hailing services, thus enabling the acceptance of both types of orders [1][2]. - Participating companies in the pilot program will be selected based on their scale and creditworthiness, with 3 to 5 companies recommended by the Nanjing Taxi Association from those rated AAA in 2024 [1]. Group 3: Key Focus Areas of the Revised Measures - The revised measures focus on four main areas: protecting the labor rights of ride-hailing drivers, regulating platform operations, maintaining fair market competition, and enhancing regulatory efficiency [4]. - Specific provisions include clarifying labor relations and compensation rules, regulating platform commission and information disclosure, ensuring driver autonomy in accepting orders, and improving social security and occupational protection [4].
国庆假期出行高峰将至,假期顺风车订单预计超1亿单
Di Yi Cai Jing· 2025-09-30 07:32
Core Insights - The upcoming National Day and Mid-Autumn Festival holidays are expected to drive a significant increase in travel demand across various transportation platforms [1][2] - The China Railway Shanghai Bureau anticipates a passenger flow of 3.65 million on September 30, 2024, marking a 6% increase compared to the same day in 2023 [1][2] Group 1: Railway and Road Traffic - The national railway system is projected to send 219 million passengers from September 29 to October 10, with October 1 expected to be the peak travel day [2] - High traffic pressure on highways is predicted to begin on September 30, with a small peak in travel expected from 9 PM to 1 AM [2] - The busiest highways on October 1 will be concentrated in the Yangtze River Delta, Guangdong-Hong Kong-Macao, and Beijing-Tianjin-Hebei regions [2] Group 2: Ride-Hailing and Carpooling - Hello's carpool service expects to handle 60 million orders from September 30 to October 8, with total industry demand surpassing 100 million orders [3][5] - Didi anticipates a significant increase in ride-hailing demand starting September 26, peaking on September 30, with demand expected to double compared to regular days [5] - The second peak for ride-hailing demand is projected for the Mid-Autumn Festival, with a 50% increase in demand compared to the days before the holiday [5] Group 3: Travel and Rental Services - Didi forecasts a 51% increase in intercity ride-hailing during the holiday, with cities like Lanzhou and Kaifeng seeing over 40% year-on-year growth in travel demand [6] - Didi's charter service orders are expected to grow by 187% year-on-year, with tourism and hotel transfers being key areas of demand [6] - Car rental bookings are projected to rise by 148%, with 70% of these being for intercity rentals [6] Group 4: Food and Beverage Trends - The upcoming holidays are also expected to boost food consumption at transportation hubs, with a 70% increase in keyword search volume for food at major train stations like Shanghai and Beijing [6]
如何破解“车主喊贵、险企喊亏”
Ren Min Ri Bao· 2025-09-22 02:26
Core Insights - The ride-hailing industry has become a significant mode of transportation with over 500 million users, contributing to convenience and job creation, but faces challenges such as high insurance premiums and difficulties in obtaining coverage [1] Insurance Premium Trends - Insurance premiums for new energy ride-hailing vehicles have been rising significantly, outpacing the income growth of drivers. For instance, a driver in Hefei reported a premium increase from 8,500 yuan to around 14,000 yuan, while another driver in Nanjing saw a 30% increase from 6,500 yuan to 8,500 yuan for the following year [3][4] - In Beijing, a driver experienced a premium increase from 8,500 yuan to 9,800 yuan, reflecting a rise of over 15% despite no claims made [4] Challenges in Obtaining Insurance - Many insurance companies classify ride-hailing vehicles, especially new energy ones, as high-risk, leading to limited coverage options and high premiums. Some companies have quoted premiums as high as 25,000 yuan, forcing some vehicles to cease operations due to unaffordable insurance costs [4][5] - The insurance market for ride-hailing is concentrated among a few major companies, which have stringent underwriting criteria, often limiting new policies and only allowing renewals for existing customers [4][5] Factors Contributing to High Premiums - The high claim rates and repair costs associated with new energy vehicles contribute to elevated insurance premiums. Industry experts indicate that the current insurance pricing model does not adequately reflect the dynamic risk factors associated with ride-hailing operations [5][6] - Some drivers resort to purchasing non-operational insurance to save costs, which can lead to high rejection rates for claims, creating a cycle of low premiums and high denial of claims [6][7] Recommendations for Improvement - Experts suggest developing a multi-tiered risk-sharing system and optimizing the insurance pricing mechanism to balance the high risks and costs associated with ride-hailing insurance. This includes exploring dynamic pricing models based on real-time driving behavior and risk assessment [8][9] - The establishment of a national ride-hailing risk assessment platform is recommended to enhance the precision of insurance pricing by integrating various data points such as vehicle condition, driver behavior, and road conditions [10]
网约车保费贵、投保难 如何破解“车主喊贵、险企喊亏”
Ren Min Ri Bao· 2025-09-22 00:25
Core Insights - The article discusses the challenges faced by ride-hailing drivers regarding high insurance premiums and difficulties in obtaining coverage, particularly for electric vehicles, which are significantly impacting the industry [1][4][7]. Group 1: Insurance Premiums and Challenges - Ride-hailing drivers report that insurance premiums for electric vehicles have increased significantly, with some drivers facing annual premiums as high as 14,000 yuan, compared to previous rates of around 8,500 yuan [2][3]. - The insurance companies classify many electric vehicles as high-risk, leading to higher premiums and limited options for drivers seeking coverage [4][5]. - A significant number of ride-hailing drivers are forced to operate without proper insurance or resort to non-commercial insurance, which can lead to high rejection rates for claims [5][6]. Group 2: Industry Impact and Regulatory Response - The rising insurance costs and difficulties in obtaining coverage are causing some drivers to exit the ride-hailing industry, which threatens the stability and growth of the sector [7][8]. - Regulatory bodies are responding by proposing reforms to improve the insurance landscape for electric vehicles and ride-hailing services, including the establishment of risk-sharing mechanisms and optimizing pricing structures [8][10]. - Experts suggest that a more dynamic pricing model based on driver behavior and vehicle usage could help align insurance costs with actual risk, potentially lowering premiums for safe drivers [9][10].
如祺出行发布中期业绩:总收入增长61.7%,毛利率首次转正
Xin Lang Cai Jing· 2025-08-27 05:27
Core Insights - 如祺出行 reported a significant revenue increase of 61.7% year-on-year, reaching 1.676 billion yuan in the first half of 2025, marking its first positive gross margin with a gross profit of 37.438 million yuan [1][2] - The company's two main business segments, ride-hailing services and technology services, both experienced substantial growth, with ride-hailing services contributing 1.636 billion yuan in revenue, up 86% year-on-year, and technology services seeing a 207% increase [1][2] - Despite intensified competition in the Chinese ride-hailing market, the overall gross margin improved due to increased user traffic, higher order volumes, and optimized cost structures [1] Financial Performance - Total order volume increased to 73.3 million, a year-on-year growth of 51.13%, leading to a transaction value of 2.032 billion yuan, up 56.83% [2] - Significant reductions in various costs were noted, including a 43.4% decrease in financial costs and over 20% reductions in general and administrative expenses, as well as sales and marketing expenditures [2] Robotaxi Business Development - Since its listing, the company has invested over 137 million HKD in autonomous driving and Robotaxi operations, with plans to invest an additional 256 million HKD in 2026 and beyond [3] - As of June 30, the company operated over 300 Robotaxis, with order volume increasing by over 470% year-on-year and monthly active users rising by over 70% [3] - The company launched the "Robotaxi+" strategy, aiming to expand Robotaxi operations to 100 core cities over the next five years, collaborating with various partners to build a fleet of over 10,000 Robotaxis [3]
本周末临时交通管制,北京站地区出行有调整!
Core Points - The Beijing Public Security Bureau announced temporary traffic management measures in the Tiananmen area to ensure the safety and smooth operation of a special event [1] - Significant traffic adjustments are expected around Beijing Station this weekend, with recommendations for passengers to allow extra travel time and consider public transport [3] Group 1: Subway Information - Passengers can access the subway by walking 180 meters northwest from the exit to the D entrance of Line 2 at Beijing Station [4] - From August 23, 14:00 to August 24, 7:30, several subway lines will have station closures and entry/exit restrictions [4][5] - Specific stations affected include Qianmen, Beijing Station, and various others with detailed closure times provided [5][6] Group 2: Ride-Hailing and Taxi Information - For ride-hailing services, passengers should locate the underground parking area at Beijing Station, specifically at B1 level [7] - Taxi services are available by walking 200 meters west from the exit to the designated taxi dispatch area [10] Group 3: Bus Services - Multiple bus routes are available from Beijing Station East, connecting to various destinations and subway lines [13][14] - Night bus services will operate after 23:20, providing connections to different areas [15][16] Group 4: Airport Shuttle Services - A night shuttle service from Beijing Station to Capital Airport will operate from 20:30 to 00:30, with stops at key locations [18] - Additional shuttle services may be arranged based on passenger demand for Daxing Airport [18] Group 5: Traffic Management Advisory - During the traffic control period, vehicles can circulate through designated routes around Beijing Station [20] - A traffic consultation desk will be set up for passengers with travel-related inquiries on the evening of August 23 [20]
早报 | 美商务部推进收购英特尔10%股份;东方甄选辟谣CEO被立案调查;个人养老金新增3种领取情形;中印边界问题达成10点共识
虎嗅APP· 2025-08-20 00:22
Group 1: Intel Acquisition - The U.S. Department of Commerce is continuing to advance the government's acquisition of a 10% stake in Intel, with Secretary of Commerce Gina Raimondo addressing the details [2][4] - Intel must provide equity in exchange for federal subsidies [2] Group 2: Tariffs on Steel and Aluminum Products - The U.S. Department of Commerce announced the inclusion of 407 product categories in the steel and aluminum tariff list, with a tax rate of 50% [5][6] - The expanded tariff list aims to protect domestic manufacturing and reduce import dependency [6] Group 3: Personal Pension Withdrawals - New regulations effective September 1 allow for three additional scenarios for personal pension withdrawals, including significant medical expenses and unemployment benefits [7][8] Group 4: Stock Market Movements - Oriental Selection's stock experienced a dramatic fluctuation, rising by 23.56% before dropping by 20% within an hour, with a trading volume of 93.85 billion HKD [11][12] - The company has denied rumors regarding its CEO and stated that the average commission rate is below 20% [13] Group 5: Kodak's Financial Status - Kodak has denied reports of impending bankruptcy, asserting confidence in meeting debt obligations and improving its balance sheet [19] Group 6: Meta's AI Business Restructuring - Meta plans to restructure its AI division into four groups to enhance resource integration and accelerate product development [23] Group 7: ByteDance's Mobile Phone Rumors - ByteDance has refuted claims about developing an AI phone named "Doubao," stating there are no plans for a proprietary mobile product [25] Group 8: Bubble Mart's Financial Performance - Bubble Mart reported a revenue of 13.88 billion CNY for the first half of the year, a 204.4% increase year-on-year, driven by the success of LABUBU [28]
遇见你丨“副驾驶坐的是我的家属” 这辆特殊的网约车满载着爱
Yang Shi Wang· 2025-08-04 22:07
Core Viewpoint - The story highlights the resilience and love of a couple, Wang Jie and Cui Wenjun, as they navigate life after Cui's diagnosis of ALS, with Wang becoming a ride-hailing driver to support the family while caring for her husband [1][19][39] Group 1: Personal Background - Wang Jie, 52, became a ride-hailing driver in March 2025 after her husband, Cui Wenjun, was diagnosed with ALS [1][19] - The couple had previously purchased an electric vehicle in 2019, with Cui as the primary driver until his health declined [7][19] - Cui's condition worsened over time, leading to a loss of mobility and independence, which prompted Wang to take over driving duties [9][15] Group 2: Daily Life and Adaptations - Wang Jie drives with her husband in the passenger seat, who provides navigation and support during rides [7][19] - They have created a sign in the car explaining Cui's condition to passengers, which has received positive responses [1][2][4] - Wang Jie and Cui have encountered many kind passengers who offer encouragement and support, enhancing their daily experience [22][24] Group 3: Community Support - The ride-hailing platform has made adjustments to better accommodate Wang Jie’s situation, including training and optimizing the app for her needs [26][30] - Local medical institutions have also provided assistance, including free monthly medical services for Cui [22][24] - The community has shown warmth and kindness, with passengers and organizations offering help and donations [22][32] Group 4: Future Aspirations - Wang Jie expresses a desire to continue driving and exploring new places with her husband, viewing their ride-hailing work as a new beginning [38][39] - The couple aims to maintain hope and positivity despite the challenges posed by Cui's illness, emphasizing the importance of family and support [34][39]