The impact of the new car-hailing policy on taxis (Beijing, Shanghai, Guangzhou, Shenzhen)

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The impact of the new car-hailing policy on taxis (Beijing, Shanghai, Guangzhou, Shenzhen)

  Yesterday, on the first day of work after the National Day holiday, in addition to Beijing, Shanghai, Guangzhou, Shenzhen and other first-tier cities also announced the local rules for online car-hailing exposure draft. Similar to Beijing, all three places have set strict thresholds for online car-hailing vehicles, drivers and platforms. (Related reading: The impact of the new policy on online car-hailing in Beijing, Shanghai, Guangzhou and Shenzhen)

  Both are limited to operating vehicles

  In terms of vehicle requirements, the "Shanghai Municipal Network Reservation Taxi Business Service Management Regulations (exposure draft) " requires that vehicles engaged in online car-hailing must have Shanghai license plates, with a wheelbase of more than 2,700 mm, and a wheelbase of new energy vehicles to reach 2,650 mm.

  The "Guangzhou Municipal Network Reservation Taxi Business Service Management Interim Measures (exposure draft) " does not require the wheelbase of the vehicle, but it is clear that it needs to be a passenger car with 7 seats and less, and it sets requirements for the displacement and size of the car, such as the displacement of the car should not be less than 2.0 liters, the displacement of the supercharged engine vehicle should not be less than 1.75L and the power should not be less than 110 kW; the body length should be greater than 4.60 meters, the body width should be greater than 1.70 meters, and the body height should be greater than 1.42 meters. Guangzhou also requires that the vehicle must be a new car within one year of the license plate; if the application for the online car transportation license is issued within 180 days of the detailed rules, the age can be extended to 2 years; the vehicle with the supercharged engine should have a displacement of not less than 1550 milliliters and an engine power of not less than 108

  The "Shenzhen network booking taxi business service management interim measures (exposure draft) " requires that the network car must be more than 5 seats and less than 7 seats of passenger cars, and is a new car within two years.

  Shanghai requires drivers to register with the city

  In terms of driver conditions, Shanghai requires online ride-hailing drivers to have a household registration in the city and obtain a driver’s license in the city.

  Guangzhou requires online car-hailing drivers to be under 60 years old for men and under 55 years old for women, have a junior high school education or above, be in good health, and must obtain a driver’s license in Guangzhou. Shenzhen requires that online car-hailing drivers must have a household registration in the city or hold a valid "Shenzhen Special Economic Zone Residence Permit", and have a driving experience of more than 3 years.

  In addition, Shanghai, Guangzhou, and Shenzhen have all imposed requirements on drivers’ safety driving records and law-abiding records.

  Among the requirements for drivers, the most influential is the household registration. At present, many of the online car-hailing drivers in Shanghai are non-Shanghai personnel who drive cars with foreign license plates.

  The platform shall bear the responsibility of the carrier

  In terms of online car-hailing platforms, Shanghai, Guangzhou, and Shenzhen all require online car-hailing platform companies to assume the responsibility of the carrier, ensure the safety of operations, and protect the legitimate rights and interests of passengers.

  Shanghai requires that non-registered online car-hailing platform enterprises and legal persons shall establish branches in the city; have office space, service outlets and management personnel in the city commensurate with the number of registered vehicles and drivers; access the data of the network service platform to the industry supervision platform of the municipal transportation administrative department; and insurance carrier liability insurance.

  The new regulations of Guangzhou online car-hailing require that enterprises engaged in online car-hailing business shall apply for the "Online Booking Taxi Business License", and the valid period of the license is 8 years. According to the technical requirements of the government supervision platform, the relevant data of the vehicle satellite positioning device is directly connected to the government supervision platform to realize real-time data sharing.

  Shenzhen requires that the online car-hailing platform should set up branches in this city, and have office space, management agencies and personnel; the platform server is set up in the Chinese mainland, but not in this city, the data backup system should be set up in this city; the network service platform database is connected to the municipal government supervision platform.

  Online car-hailing implements market-regulated prices

  In terms of price mechanism, Shanghai has made it clear that online car-hailing freight rates are subject to market-adjusted prices.

  Guangzhou has also proposed the implementation of market-adjusted prices for online car-hailing, and it is clear that factors such as population size, economic development level, urban traffic congestion, and taxi mileage utilization rate can be comprehensively considered to establish a dynamic monitoring and adjustment mechanism for online car-hailing in a timely manner.

  Shenzhen proposes to establish a dynamic adjustment mechanism for the scale of online car-hailing capacity, and implement market-adjusted prices for freight rates, and government-guided prices when necessary.

  expert

  Safety cannot be ignored while seeking convenience

  "The era of Ode to Joy for the whole people is over." Zhang Jin, a senior reporter at Consumer Daily who has long been concerned about taxi issues, believes that consumers should not have illusions about online taxi-hailing, thinking that they exist, and that taxi-hailing will be cheap and convenient. This possibility is no longer available.

  "Cheapness is all an illusion. Was it cheaper for you on July 20? Was it cheaper for you during the Spring Festival? Is it still cheaper now?" Zhang Jin said that online ride-hailing platforms are not only not cheap for passengers, but also not cheap for drivers. Online ride-hailing companies burn so much money to make it back.

  Looking at the behavior of online car-hailing from this perspective, the online car-hailing platform has allowed many foreign cars to operate in Beijing, "and some drivers don’t even know where the international trade is", which has exacerbated traffic congestion. "You can’t trade congestion in the city for personal comfort."

  Zhang Jin believes that passengers find online car-hailing very good because it is convenient, but at the same time, safety issues cannot be ignored, "we cannot give up safety and seek convenience".

  The argument about the sudden decrease in supply is worth considering

  Zhang Zhuting, a professor at the Management Cadre College of the Ministry of Transport, believes that the statement of the sharp decline in the supply of online car-hailing is worthy of scrutiny. Now many online car-hailing cars are "zombie cars", but few orders are accepted after registration. In some prefecture-level cities, zombie cars account for 60% -70% of the total number of online car-hailing registrations. In addition, the current low price of online car-hailing is not a reflection of the real price law, but a large number of subsidies. Everyone knows that subsidies are unsustainable, and even if there is no new policy on online car-hailing, prices will eventually increase. The document of the State Council makes it clear that online car-hailing provides differentiated and high-quality services. Therefore, in the future, the price of online car-

  Taxi prices are also reasonable.

  Some industry experts believe that there will be certain contradictions between supply and demand in the short term, but with the gradual implementation of policies and the profit-driven market, the contradiction between supply and demand will gradually ease.

  Yang Guoping, chairperson of Shanghai Volkswagen and Transportation, said that from the perspective of transportation capacity, there is still a certain potential for taxis in megacities. In addition, with the standardization of the market, regular online ride-hailing companies will also get more online license plates, and these new capacity supplies will alleviate the problem of expensive and difficult taxis.

  observe

  The price of online car-hailing may rise first and then fall

  For many passengers, they care about the details because they care about whether the price of online car-hailing will increase. In fact, the price of online car-hailing depends on the supply and demand on the one hand, and the cost on the other hand.

  In the Beijing and Shanghai detailed rules, there are requirements for vehicle configuration, license plates, and driver’s household registration, which will also lead to a reduction in compliance vehicles. On the other hand, the detailed rules also refine many compliance requirements, so that the cost of online car-hailing is on the same level as that of taxis and rental cars. Industry insiders believe that the previous low price of online car-hailing, on the one hand, stems from its subsidy policy, and on the other hand, it also benefits from avoiding many compliance costs. With the introduction of the detailed rules, the cost of online car-hailing will also increase accordingly, including offline costs, insurance costs, taxes, etc. Coupled with the implementation of market pricing of online car-hailing, the short-term price increase of online car-hailing is full of

  But in the long run, the price of online car-hailing may experience a rise and then a fall, and eventually stabilize at a level slightly higher than that of taxis.

  In fact, in the detailed rules of many places, it is also proposed to establish a "dynamic monitoring and adjustment mechanism" to adjust the capacity of online car-hailing according to market demand. This also leaves room for adjusting the number of online car-hailing in the future.

  The detailed rules will force the travel platform to upgrade

  Regarding the new policy of online car-hailing, different platforms have different opinions.

  Shenzhou Special Car, known for its B2C model of online car-hailing, is optimistic about the new policy. Zang Zhongtang, vice president of Shenzhou Special Car, told reporters that local rules will increase the cost of enterprises, but the impact on Shenzhou is still expected. The new policy has a greater impact on platforms that rely on private cars for part-time jobs.

  In fact, with the implementation of the new policy and the introduction of the detailed rules, the bonus period of online car-hailing has basically come to an end. But the future of business is always unknown. With the implementation of the detailed rules, it may force the platform to get out of the low-level subsidy competition and enter the benign track of innovative travel products.

  In fact, changes in the "Internet + Transportation" market are quietly taking place. Not long ago, the new sharing platform "Mobike" became popular in the capital markets and travel market, and Didi Chuxing also invested tens of millions of dollars in the sharing bicycle platform OFO. The development of travel technologies such as driverless driving has also attracted attention. It can be seen that the "Internet + Transportation" market is still in the ascendant.

  Perhaps the future travel market is even more promising.

  Requirements for the driver

  Shanghai

  Should have the city’s household registration, should hold the city’s motor vehicle driver’s license. Since the date of application within one year without driving a motor vehicle occurred more than 5 times of road traffic safety violations; since the date of application within 5 years, no record of being revoked cruise taxi qualification; As of the date of application, no more than 5 times of road violations have not been processed.

  Guangzhou

  Hold the city’s motor vehicle driver’s license; must obtain the city’s online car-hailing driver’s qualification, and no online car-hailing under the name is still in operation; male age under 60 years old, female age under 55 years old, junior high school graduate or above education level; no traffic accident crime, dangerous driving crime record, no drug use record, no driving record after drinking alcohol, no record of 12 points in the last 3 consecutive scoring cycles, no violent crime record.

  Shenzhen

  Have a household registration in this city or hold a valid "Shenzhen Special Economic Zone Residence Permit", and have more than 3 years of driving experience; pass the qualification test for online car-hailing drivers; no record of revocation of taxi driver qualification certificates within 3 years before the date of application.

  Requirements for vehicles

  Shanghai

  Register in this city; meet the national five emission standards; fuel vehicle wheelbase of more than 2700 mm, new energy vehicle wheelbase of more than 2650 mm; insured for business compulsory traffic insurance, business third party liability insurance and passenger accident insurance and other conditions.

  Guangzhou

  It should obtain a vehicle driving license issued by the public security department of this city; a new car within one year; a passenger car with 7 seats and less; a displacement of not less than 2.0; a body length greater than 4.60 meters, a body width greater than 1.70 meters, and a body height greater than 1.42 meters; equipped with ABS anti-lock braking system, front seat airbags, and front and rear seat seat seat belts; vehicles with naturally aspirated engines, with a displacement of not less than 1950 milliliters; vehicles with supercharged engines, with a displacement of not less than 1750 milliliters and an engine power of not less than 110 kilowatts; new energy vehicles should also be equipped with EBD electronic braking force distribution system.

  Shenzhen

  Registered in this city; passenger cars with more than 5 seats and less than 7 seats; less than two years from the initial registration date stated in the vehicle driving license to the time of application; fuel vehicles with a wheelbase of more than 2700 mm and a displacement of more than 1950 ml, meeting the Shenzhen Motor Vehicle Pollutant Emission Standards, or vehicles with a wheelbase of more than 2700 mm, a displacement of more than 1750 ml and an engine power of more than 110 kW, meeting the Shenzhen Motor Vehicle Pollutant Emission Standards; pure electric vehicles with a wheelbase of more than 2650 mm and a cruising range of more than 250 kilometers; plug-in (including extended range) hybrid vehicles with a wheelbase of more than 2650 mm and a cruising range of more than 50 kilometers under pure electric drive.

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