Core Viewpoint - The article draws parallels between the ride-hailing market's evolution from 2020 to 2023 and the public fund industry, highlighting the challenges faced by smaller companies amid a competitive landscape and declining profits. Group 1: Ride-Hailing Market Overview - The ride-hailing market experienced significant fluctuations from 2020 to 2023, transitioning from a subsidy war to a focus on driver retention and cost-cutting as the market contracted [6][7]. - In 2020, the ride-hailing industry was in its "golden age," with platforms offering high rewards to attract drivers, leading to increased earnings for drivers [11][12][16]. - By 2021, the market saw the emergence of new players and aggressive promotional strategies, such as "zero commission" offers, which significantly boosted driver earnings [17][20][21]. Group 2: Market Contraction and Challenges - The ride-hailing market began to saturate by 2022, leading to increased competition and a decline in demand, which resulted in many smaller platforms struggling to survive [31][34][35]. - The economic downturn in 2023 exacerbated the situation, with a surge of new drivers entering the market while passenger demand decreased, leading to a significant drop in earnings for existing drivers [38][44]. Group 3: Public Fund Industry Parallels - The public fund industry has mirrored the ride-hailing market's trajectory, experiencing a boom followed by a downturn, with many fund companies facing pressure to reduce fees and cut costs [45][55]. - As the market for public funds contracted, smaller firms began to struggle, with some even shutting down operations or significantly downsizing [48][53][55]. - The competitive landscape in the public fund industry has led to a "survival of the fittest" scenario, where larger firms continue to thrive while smaller ones face extinction [77].

12 年，滴滴建立了一个管理庞大司机群体的重运营体系。 文丨沈方伟 编辑丨管艺雯 黄俊杰 互联网平台曾被认为是极致轻快的撮合生意。三个人就能去一个千万人口的大城市完成司机招募、 启动打车生意；一套算法调节奖金，就能调动百万骑手。 当大融资大补贴时代过去，平台从颠覆者逐渐成为社会运作的基础设施，被明确要求担起社会责 任。而依附于平台的百万劳动力从闲时参加 "共享经济" 赚点钱，变成 "灵活就业者"，管理成了一 个严肃的问题。 交通运输部数据显示，2023 年中国新增 148.2 万名网约车司机。根据滴滴财报，截至 2023 年 3 月 31 日的一年，中国有超过 1900 万人在滴滴接过单，其中大部分是网约车。据了解，这当中有 200 万人每天上线，有大约 80 万司机平均每天在线时长超过 8 小时，已然是 "全职司机"。 传统行业的老兵曾对此早有预见。链家创始人左晖 6 年前对我们说，他完全不知道怎么管理加盟制 快递员、外卖骑手和网约车司机。"人很难被管理。" 光给钱不够，左晖说，"人都需要变得更有价 值——今天的工作能为他明天的价值加多少分？" 我们此前曾写过 美团管理骑手、分配收入的变化 ，相比有固定站点 ...