今年以来，各地监管机构陆续发布通知，推进对"一口价"订单的规范管理。 11月19日，重庆市交通运输委联合多部门召开全市网约车平台依法合规经营工作部署会。会议要求，各平台公司新增"一口价""特惠单"等 低价促销活动，应向交通运输、市场监管部门报备，严格禁止各类价格欺骗和恶意压价行为。对现存已开展实施的"一口价""特惠单"等低 价促销活动立即开展清理，不得以低于成本的价格运营扰乱正常市场秩序。 8月西安市交通运输局发布了规范网约车平台经营价格行为的通知，提及将全面暂停"一口价""特惠单"等低价营销活动，严禁任何形式的价 格欺诈、恶意压价行为。 7月，宁波召开了网约车平台座谈会，要求各平台严格遵守相关法律法规和行业自律规定，杜绝恶意无序低价竞争，共同营造公平竞争的市 场。 王林表示，以宁波为例，7月座谈会举办后当地的网约车市场逐步取消了"一口价"的选项了。这一举措也让当地的网约车价格略微上调。 网约车司机的权益保障持续受到关注。 继抽成问题引起重视后，"一口价"模式在今年也受到关注，近期多地对低价促销活动开展了治理。 "一口价"的两面性 "一口价"与快车的动态计费模式对应，是指平台根据大数据计算，在乘客确定起终点后 ...

Core Viewpoint - The ongoing debate around the "fixed price" model in ride-hailing services highlights the need for more reasonable pricing strategies that protect driver rights while ensuring consumer satisfaction [1][2]. Group 1: Pricing Model Concerns - The "fixed price" model, which offers consumers certainty in pricing, has received mixed feedback from drivers who feel that it often results in lower earnings due to fixed rates not accounting for real-time variables like traffic [2][4]. - Regulatory bodies across various cities are taking steps to manage and regulate the "fixed price" model, with recent meetings emphasizing the need for compliance and the prohibition of price deception and predatory pricing [3][4]. Group 2: Market Dynamics - The ride-hailing market is transitioning from an incremental growth phase to a saturated market, with user growth slowing to 1.7% year-on-year as of June 2025, indicating a shift in market dynamics [7][8]. - Increased driver supply has led to a saturated market, with reports indicating that some regions are experiencing high empty vehicle rates, further complicating the pricing landscape [8]. Group 3: Competitive Landscape - The competition among platforms has intensified, with price becoming the primary competitive factor due to limited market growth opportunities, leading to a race to the bottom in pricing [9][10]. - The existence of gray areas in pricing strategies, such as discounts for corporate clients being used to undercut personal user prices, exacerbates the low-price competition issue [9]. Group 4: Future Outlook - While the cancellation of the "fixed price" model may lead to short-term increases in travel costs and reduced order volumes, it is seen as a necessary step towards fostering competition based on service quality rather than price [10]. - To address the low-price competition, a multi-faceted approach is recommended, including transparent pricing mechanisms, improved service offerings, and a focus on driver welfare and long-term rights protection [10].

Core Viewpoint - The income of ride-hailing drivers is ultimately determined by the income of individuals in other industries, while the pricing of ride-hailing services is dictated by market supply and demand rather than the drivers' labor input [1][12]. Regulatory Actions - Recently, Xi'an has banned "fixed-price" and "discount orders" in the ride-hailing market, effective from August 19, due to complaints from taxi drivers about unfair competition and disruption of market order [2]. - Other regions, including Jiangxi, Zhejiang, Henan, and Guangdong, have also taken steps to curb low-price competition to protect drivers' rights [2]. - Xi'an's decision is notable for its comprehensive ban on these pricing strategies, which is rare compared to other regions that have only issued warnings [2]. Market Dynamics - The ride-hailing market has been characterized by various "chaotic phenomena," but outright banning fixed-price orders is not seen as a viable solution [3]. - The term "involution" has been misused in discussions about competition, where low-price competition is often labeled as involution, obscuring the real issues [4][5]. - Low prices can lead to market expansion and are often a result of technological advancements and business model innovations [6][8]. Consumer and Driver Impact - Banning fixed-price orders may negatively impact both passengers and drivers, as passengers would face higher costs and reduced choices [9][10]. - The demand for ride-hailing services may decrease if prices rise, which could ultimately harm drivers' earnings despite higher fares [11]. - There is a divide among drivers regarding fixed-price orders, with some preferring them for their efficiency and others opposing them due to perceived lower earnings [11][17]. Regulatory Perspective - Current regulatory approaches often view the ride-hailing market as an extension of the traditional taxi market, which fails to recognize the distinct nature of ride-hailing services [14][15]. - The ride-hailing market operates on a two-sided platform model, where increased participation from both drivers and passengers leads to lower costs and prices, a dynamic not present in traditional taxi services [15][16]. - The existence of fixed-price orders is seen as a necessary feature of the ride-hailing market, providing efficiency and certainty for consumers [16]. Future Considerations - The recent reduction in commission rates by several ride-hailing platforms indicates a potential for improved earnings for drivers if regulatory burdens are eased [17]. - The inconsistency and variability of regulations across regions complicate operational efficiency for ride-hailing platforms, suggesting that a shift in regulatory thinking may be necessary for the industry's growth [17].