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终于有平台型企业愿意晒出账单了

At last, there are platform-based companies willing to post their bills

深燃 ·  May 29, 2021 15:59

Deep burning (shenrancaijing) original

Author | Zhou Jifeng

Editor | Dawn

Do you know how much each platform enterprise will take out if you use APP to take a taxi and order takeout every day?

Recently, a number of platform enterprises have been caught in a whirlpool of public opinion because of their high percentage and opaque distribution mechanism. At one point, it was a hot search.

Sun Shu, director of DiDi Global Inc. 's ride-hailing company CEO and driver Ecological Development Committee, took the lead in publicly responding to the incident on May 7, saying: "accept public criticism with an open mind and continue to promote openness and transparency." DiDi Global Inc. responded again on May 26, deciding to publish every bill so as to make the driver's bill more transparent.

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One noteworthy point is that DiDi Global Inc. disclosed that his net car-hailing profit accounted for only 3.1 per cent. On the other hand, ride-hailing drivers complain that the platform is high and it is difficult for them to make money.

Both DiDi Global Inc. and the driver say they don't make money, so is it cost-effective to be a DiDi Global Inc. driver? What kind of business is the online ride-hailing platform?

Is it still profitable to drive a ride-hailing car now?

"if you run for a long time every day, you will make money, but if you run for a short time, you will not make money. "

Talking about how much a ride-hailing driver can earn, Pan Feng gave such a reply. He worked as a ride-hailing driver in Beijing for nearly two years, picking up orders and picking up the car, and began again and again every day.

Generally speaking, the income structure of the ride-hailing driver is simple and the account is received in a timely manner. After the completion of each trip, the passenger pays the amount, the ride-hailing platform draws a part, and the rest is the driver's share of the income.

For ride-hailing drivers, the longer they run, the more orders they can take and the more money they can make. And if you encounter a better list, a single income can be worth several single income.

图片Source / Pexels

However, the platform is about more work, more pay. Lao Zhao, the driver of Langfang, is uneducated, but he can also support his family by driving a car. "I'm a little tired. If I work faster every day, I can earn NT $10,000, which is a good salary in our local area. "

Pan Feng calculated that if he ran for 10 hours a day, the amount of running water would be about 700 yuan to 800 yuan a day. Excluding 200 yuan for gas and less than 100 yuan for meals, he would earn more than 10,000 yuan a month.

However, what puzzles Pan Feng is that he does not know how much money the platform will withdraw for every single he runs. For example, the passenger pays 30 yuan, but the driver may get 20 yuan or 25 yuan. "to tell you the truth, I've been running for two years. I don't know. "

Because the bill is opaque, many drivers have different perceptions of the cut. Lao Zhao said: "sometimes the percentage is 25%, and sometimes it is more than 30%." "

Is DiDi Global Inc. 's "transparent bill" useful?

In fact, because the percentage is not open and transparent enough, drivers complain a lot. Many drivers always think that it is becoming more and more difficult for them to make money, and the platform has taken the big head. On the other hand, consumers find it more and more difficult to take a taxi, and the platform is "scraping" the wool of consumers.

Recently, platform enterprises, such as takeout and ride-hailing industry, have also become the focus of public opinion.

DiDi Global Inc. was the first to respond to this wave of questions. On the evening of May 7, DiDi Global Inc. responded to the question about the "bonus" of online ride-hailing on Weibo Corp.

According to DiDi Global Inc., "the income of DiDi Global Inc. ride-hailing drivers accounts for 79.1% of the total amount payable by passengers." Of the remaining 20.9%, 10.9% are passenger subsidy concessions, 6.9% are business operating costs, and taxes and payment fees, and 3.1% are net profits from the ride-hailing business. "

In addition, according to the official information given by DiDi Global Inc., the driver's income is divided into driver income (basic income and other income of each order) and driver subsidy (platform award, morning and evening peak award, holiday subsidy, etc.). Among them, other income includes dynamic price adjustment paid by passengers, dispatching fees, thank you fees, withdrawal expenses, Spring Festival service fees, and so on, which are paid in full to drivers, as well as empty driving compensation paid by the platform.

DiDi Global Inc. said that based on the four different "cut ratio" calculation methods of the four variables: driver share, driver subsidy, passenger payable amount and passenger subsidy, according to the above four different calculation caliber, the driver's income ratio should be between 74.4% and 88.8%.

In response, DiDi Global Inc. also admitted that there are a small number of orders with more than 30 per cent of orders. "among them, orders with more than 30 per cent of orders account for 2.7 per cent of the total orders and have been investigated one after another. At present, this figure has dropped from 2.7% to 0.03%, and we will try our best to keep it down until it is completely eliminated. Will take the initiative to return the excess to the masters in full. "

In other words, DiDi Global Inc., as an online ride-hailing platform, is not as profiteering as many people think, and the list that is too high is actually very few.

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After that, DiDi Global Inc. collected more than 3, 000 comments and feedback, most of which came from drivers.

DiDi Global Inc. responded again on May 26th to make the itinerary bill transparent. Sun Shu, director of DiDi Global Inc. 's ride-hailing CEO and driver Ecological Development Committee, said that in July this year, DiDi Global Inc. will report to the chefs on the bill the income and share of each order, as well as how much DiDi Global Inc. got.

Before that, no platform in the industry was willing to disclose the bill, and the pricing of ride-hailing has been opaque for a long time. Online ride-hailing platform as a for-profit organization, there is nothing wrong with charging service fees. But what exactly should the percentage be? How should the percentage be calculated? Consumers and drivers are not clear about this information.

This time, the transparent bill promoted by DiDi Global Inc. is open and honest, trying to promote the openness of price management in the industry.

In addition, it is also worth noting that before making a public response, DiDi Global Inc. had already set up an ecological development committee for ride-hailing drivers, with DiDi Global Inc. ride-hailing CEO Sun Shu as its chairman. The main purpose of this committee is to promote the protection of the workers' rights and interests of DiDi Global Inc. drivers, the stability and transparency of drivers' income, and the fairness and reasonableness of platform rules.

In fact, the task of the online ride-hailing platform is to match and facilitate transactions between users and drivers, that is to say, the online ride-hailing platform serves not only passengers, but also a large number of ride-hailing drivers. But for a long time, the voice of ride-hailing drivers needs more attention, more attention.

Since the establishment of the drivers' Ecological Committee, DiDi Global Inc. has responded quickly twice in three weeks. The first response to dissatisfaction from the outside world, a few days later, DiDi Global Inc. collected information to collate and report, and finally launched the strategy of bill transparency.

From these actions in response to public opinion, it is not difficult to see that DiDi Global Inc. has not escaped from the doubts of society and the media. On the contrary, he is actively communicating and responding, and strives to improve, trying to be open and transparent. Among a large number of platform enterprises, DiDi Global Inc. is off to a good start.

What kind of business is ride-hailing on earth?

In the eyes of many people, the online ride-hailing platform charges a high fee, which seems to be a profiteering business. However, according to data disclosed by DiDi Global Inc., the net interest rate of his ride-hailing business is only 3.1 per cent. Why does DiDi Global Inc. earn so little? Where's all the money?

To answer this question, we have to start with the ride-hailing model itself.

For taxi-hailing, there are two core needs of consumers, the first is fast, the second is cheap, it is difficult to have both. Due to the different needs of consumers, different categories of products are derived.

DiDi Global Inc. 's travel business, there are fast cars, chauffeured cars and other business, and express is obviously the core business. "to be fast, the platform needs to provide drivers with incentive fees, that is, subsidies. Sun Qi, an insider in the industry, pointed out.

In June 2020, DiDi Global Inc. CEO Cheng Wei said that 11.66 million ride-hailing drivers had flexible employment on the DiDi Global Inc. platform.

From the analysis of the operation of the platform, in order to motivate these 11.66 million large-scale drivers, the online ride-hailing platform needs to pay a huge investment.

For ride-hailing, profit = income-fixed cost-variable cost, in which the variable cost is mainly subsidized by users and drivers. And the larger the scale of DiDi Global Inc., the increase in income, its variable costs also increase.

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Source / Pexels

"We all thought that Internet companies were good before, because the Internet model has economies of scale, that is, when a company expands to a certain extent, its revenue increases, but its cost remains the same, so at a certain point, when the revenue exceeds the expenditure, it is possible to make a profit. Sun Qi pointed out: "but when it comes to ride-hailing, the logic is not the same. With the expansion of the scale of the ride-hailing platform, there will be more and more drivers on the platform. The incentive fees and subsidy fees that the online ride-hailing platform needs to pay also rise, and even if the platform is profitable, it does not earn much. "

In other words, although DiDi Global Inc. is the head of the ride-hailing platform, with an average daily flow of more than 100 million yuan, and tens of millions of drivers registered on the platform, doing a ride-hailing platform is still not a profiteering business, on the contrary, it is hard work.

Positive circulation is the key to the operation platform. DiDi Global Inc. said in the letter: "in order to balance supply and demand, the platform strives to enable passengers to get a taxi faster, fare cheaper and enjoy better service, so that drivers can steadily increase their income while providing better service. At the same time, the platform will further enhance service management, ensure the safety of passengers, make passengers experience better, and give drivers more protection. Strive to achieve positive circulation among drivers, passengers and platforms. "

Previously, the rules on the opacity of bills were not clear, and drivers had no idea how much the platform would take and how much their own subsidies would be, so there would inevitably be opinions that the platform was squeezing drivers to grab high profits. Not only the driver, because the communication is not timely, the information is not open and transparent, there are many misunderstandings about the online ride-hailing platform in the market.

With the introduction of the bill transparency system, drivers can easily see clearly the composition of their income, and the contradictions and conflicts between the platform and drivers are expected to be further alleviated.

* the picture comes from Visual China. At the request of the interviewer, Pan Feng, Lao Wang and Sun Qi are aliases in the article.

Edit / somer

The translation is provided by third-party software.


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