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Jasterloo
2021-07-16

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Meituan Taxi declares war with its driver supply guarantee plan, and the online ride-hailing war reappears

美团此时针对司机推出保供计划，无疑是在为升温的网约车大战加码。时隔多年的网约车大战在本周持续被点燃。 7月15日，美团打车司机权益保障委员会（简称司委会）宣布面向司机启动“夏季出行保供计划”，包括

Meituan Taxi declares war with its driver supply guarantee plan, and the online ride-hailing war reappears

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After many years, the online car-hailing war continued to be ignited this week. On July 15, the Meituan Taxi Driver Rights Protection Committee (referred to as the Division Committee) announced the launch of the \"Summer Travel Guarantee Plan\" for drivers, including upgrading driver recruitment benefits, peak awards, full-day full order awards, single flow awards, new driver recommendation rewards and other incentives to increase driver income and solve the problem of insufficient number of drivers. Meituan said that during the event period from July 14 to July 20, new drivers can enjoy the 7-day commission-free policy after registration. Furthermore,...</p><p><a href=\"https://www.yicai.com/news/101111522.html\">Web link</a></div></p>","source":"dyvj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meituan Taxi declares war with its driver supply guarantee plan, and the online ride-hailing war reappears</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeituan Taxi declares war with its driver supply guarantee plan, and the online ride-hailing war reappears\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">第一财经</strong><span class=\"h-time small\">2021-07-15 23:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>At this time, Meituan launched a supply guarantee plan for drivers, which is undoubtedly adding to the heating up online car-hailing war. After many years, the online car-hailing war continued to be ignited this week. On July 15, the Meituan Taxi Driver Rights Protection Committee (referred to as the Division Committee) announced the launch of the \"Summer Travel Guarantee Plan\" for drivers, including upgrading driver recruitment benefits, peak awards, full-day full order awards, single flow awards, new driver recommendation rewards and other incentives to increase driver income and solve the problem of insufficient number of drivers. Meituan said that during the event period from July 14 to July 20, new drivers can enjoy the 7-day commission-free policy after registration. Furthermore,...</p><p><a href=\"https://www.yicai.com/news/101111522.html\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.yicai.com/news/101111522.html\">第一财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8dcedd08de8792c177198d2c15aa2021","relate_stocks":{"DIDI":"滴滴(已退市)","03690":"美团-W"},"source_url":"https://www.yicai.com/news/101111522.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151278885","content_text":"美团此时针对司机推出保供计划，无疑是在为升温的网约车大战加码。\n\n时隔多年的网约车大战在本周持续被点燃。\n7月15日，美团打车司机权益保障委员会（简称司委会）宣布面向司机启动“夏季出行保供计划”，包括升级司机招募福利、高峰奖、全天满单奖、单单流奖、新司机推荐奖励等激励措施，以此增加司机收入，解决司机数量不足的问题。\n美团表示，从7月14日至7月20日活动期间，新司机注册后即可享免佣7天政策。此外，美团表示邀请司机最高可赢取8888元，同时推出平台保障服务，为司机提供垫付服务等。\n\n美团此时针对司机推出保供计划，无疑是在为升温的网约车大战加码。\n战火升级\n在滴滴App下架后，不少打车平台都竞相推出补贴以寻求在短期内注册司机和用户的规模增长。\n例如，高德打车免佣联盟近期启动了暑期免佣季，宣布在7至9月将采用多种形式的免佣，包括新手司机连续一周免佣、早高峰免佣、免佣卡灵活安排时间等政策。截至目前，参与高德免佣联盟的网约车平台已经超过100家。\n除了高德推出免佣季，此前通过“聚合模式”退出自营网约车竞争的美团再次回归。\n早在2019年4月，美团就发布公告表示美团打车将在上海、南京上线“聚合模式”，并且接入首汽约车、曹操出行、神州专车等服务商，为用户提供服务。\n但本周，美团打车App重新上线。App Store中显示的历史版本记录显示，美团打车在7月9日更新了新版本并且开通了更多服务城市，并且还在近几日持续修改服务提升体验。而上一次美团打车更新版本，还在2年前。\n\n不仅是重新上线，美团打车还上线了“美团快车”服务，计划再次用自营方式分一杯羹。而新推出的司机保供计划，也是美团吸引司机注册以发展“美团快车”的证明。根据美团打车App，目前开通服务的城市有北京、上海、成都、广州、深圳、杭州等100多个城市。\n除了司机端吸引用户，美团打车在也针对用户给出了多个优惠券，以补贴形式吸引新注册用户。\n司机的选择\n对于各大平台抛出的橄榄枝，网约车司机如何看待？\n注册了曹操出行的迟师傅对第一财经记者表示，近期他和同事因为收入下降想离开曹操出行，他认为“滴滴下架让用曹操出行的人更多，现在（平台）下调了司机的收入。”\n此前，曹操出行针对司机的奖励机制是每拉30单奖励260元，据迟师傅所说“就是昨天取消了”这一奖励，目前只剩下早晚高峰的奖励。\n对于奖励机制的改变，迟师傅表示“按理说（平台）不应该下架奖励，应该是增加。“迟师傅认为，奖励机制的改变导致很多司机都离开了，”本来如果加上奖励的话一天就还行，一天可以有700到800元，现在即使拉够了30单，也就600多。”\n而对于重新上架的美团打车App，该司机表示“我刚刚注册完，正在等待审核。”该司机表示，他的同事告知他美团打车近期免佣金一事，于是决定注册。同时，迟师傅表示，“我听说美团打车拉了7公里有30多元收入，现在各个平台没有平台能达到，一般的平台1公里是2元。”\n而滴滴平台的网约车司机，也正在遭遇其他平台挖角。网约车司机刘师傅对第一财经记者表示，近期星徽出行与他联系过希望他能进行注册，但刘师傅拒绝了。对此，刘师傅表示自己在滴滴上开网约车好几年了，比较适应该平台，暂时不会考虑更换平台。\n刘师傅同时表示，滴滴下架后订单下滑效应暂时不明显，“多少有点影响，订单肯定在下滑。但是时间太短，影响还体现不出来。”\n他同时表示，如果需要更换平台，会考虑首汽约车或者美团打车。\n大战能否改变格局？\n从目前的数据看，多个出行平台6月订单量都在下降。\n根据交通运输部发布的6月网约车行业运行数据，全国网约车监管信息交互平台6月份共收到订单信息70146.0万单，环比下降12.4%。其中，曹操出行、享道出行、T3出行订单量出现小幅增长，其余平台订单都在下滑，滴滴出行订单量下滑13.4%，美团打车订单量下滑16.7%，首汽约车下滑20.4%。\n从6月数据看，当时滴滴尚未下架，行业增长变动也较大。\n多个打车平台近期以免佣、补贴形式扩张，是否能改变网约车行业格局？\n对此，易观分析汽车出行行业资深分析师姜昕蔚对第一财经记者表示，“美团打车一直在寻找一个契机，但是这次复活也更多的是碰碰运气。高德在这个期间推出的免佣旨在扩大招募司机的力度，把原本摇摆的司机吸引过来。滴滴此次事件会为竞争对手提供窗口期，但是无论在技术储备还是实力上滴滴的优势较大，所以格局上会给新的厂商成长的机会，但是是否能够撼动目前的格局个人认为有这样的可能，但是可能性不大。毕竟目前滴滴app无论是司机端还是乘客端是可以正常使用的，原本使用小程序的用户也是多数会聚合平台+滴滴的使用模式。至于美团打车，美团的独立APP的战力值都不是特别高，主要的流量还都是聚焦在主APP上，所以复活我觉得更多的是公关行为。”\n姜昕蔚同时表示，网约车目前的格局相对稳定，政策是市场当中最大的变量，值得关注的企业有两种类型一种是和政府关系相对近的主机厂合资的网约车企业，例如T3出行、如祺出行等，另外一种就是做流量分发的聚合平台，比如高德、百度、美团。","news_type":1,"symbols_score_info":{"48457":0.6,"48459":0.6,"48486":0.6,"48515":0.6,"48575":0.6,"48620":0.6,"48624":0.6,"48679":0.6,"48685":0.6,"48713":0.6,"48757":0.6,"DIDI":0.9,"03690":0.6}},"isVote":1,"tweetType":1,"viewCount":2099,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}