Shulou(Shulou.com)06/02 Report--

Recently, DiDi said that he had communicated with more than 3000 leasing companies across the country, and most of them promised to provide drivers with rent extension plans during the epidemic. In addition, DiDi also revealed that he has communicated with 38 insurance companies to extend the insurance for operating vehicles during the period of vehicle outage, and is now gradually landing all over the country.

It can be seen that under the influence of the epidemic, the ride-hailing industry has also opened the "self-help" mode, but in the current situation where it is still difficult to return to work and staying at home is still the best epidemic prevention measure, there is only so much the ride-hailing industry can do.

Under the epidemic, the ride-hailing industry has been hit head-on.

When it comes to losses, the ride-hailing industry, which has gone deep into people's lives, has undoubtedly suffered an unprecedented impact under the influence of this epidemic. According to incomplete statistics, more than 50 cities across the country have issued notices to suspend ride-hailing. Even if some cities have not shut down, the demand for travel has declined significantly because most people stayed at home during the outbreak.

According to Baidu map data, after the end of legal holidays, there is no significant increase in the number of people returning, and the scale of daily migration is still running at a low level. On the first day of construction in 2020, national driving and navigation trips decreased by 86.7% compared with the same period in 2019.

Li Jinlong, vice president of Didi Marketing Department, said frankly in an exclusive interview with the media on February 7: "at the current stage, the focus of epidemic prevention and control is to require people to stay at home as far as possible for quite a long time, thus reducing people's travel demand sharply." this objective change has an impact on the national transportation industry. "

In addition, affected by the epidemic, online car-hailing companies have also suffered great losses. In some car rental companies, the proportion of drivers returning their rents after the holiday is as high as 30%. When the drivers withdraw the rent, the vehicles will fall into a vacant state, and these cars have idle costs, which are naturally borne by the leasing companies. However, many rental companies simply cannot afford such losses. The emergence of this large-scale phenomenon is a great harm to the whole ride-hailing industry.

According to the normal situation in previous years, it has been more than two weeks since we returned to work, but the resumption of work in some enterprises is still being delayed. of course, in this case, many people can choose to stay at home or work from home, but in fact not everyone can do so. Such as the ride-hailing industry, in fact, since the spread of the epidemic, transportation across the country has almost come to a standstill, from cities to towns, road closure and village closure has become a routine operation, and even in and out of the community have to register.

In the face of the virus, the best precaution is to stay at home. But for many ride-hailing drivers, not going out means that they can't take orders and can't maintain their lives. But even if ride-hailing drivers take risks to step out of their homes, business is bleak.

Under the influence of the epidemic, even at the peak of the return trip in previous years, the floating population is still small, and people's travel demand has not increased as sharply as in the same period in previous years, and the income of drivers naturally cannot increase.

In the face of adversity, Didi "saved themselves" one after another.

The emergence of various conditions makes the ride-hailing industry, which is already in a profit bottleneck, look more difficult, but these difficulties are temporary. Previous data show that the size of the travel market will reach 500 billion yuan in 2020, with the number of trips exceeding 600 million.

Even if it is temporarily affected by the epidemic, the general direction of shared travel will not change. And in the face of the epidemic, ride-hailing companies have also taken some "self-help" measures.

On February 9, DiDi announced that all return drivers are required to cooperate with relevant departments to carry out temperature measurements, truthfully fill in health information, and take the initiative to report to their communities, units, hotels and other places of residence. DiDi also took the initiative to screen drivers returning from areas with a high incidence of the epidemic, asking them to do a good job of isolation (usually 14 days), and then take orders after the quarantine was completed and there was no physical abnormality.

Subsequently, Shouqi car appointment also launched a "peak operation", the implementation of the "three big three small" multiple disinfection guarantee strategy. Platform operating vehicles are required to go to the designated disinfection site for "big elimination" every 3 days, and online ride-hailing drivers use disinfection spray bottles on their own for 3 "small elimination" a day. At the same time, a facial recognition monitoring system has been launched to strictly monitor whether on-duty drivers wear masks.

From 00:00 on February 10, Cao Cao decided to resume operation in Changde City, stipulating that vehicles should be disinfected every day. At the same time, passengers are required to wear masks and do not carry animals (pets, poultry, etc.). Drivers who do not wear masks have the right to refuse to take them.

In addition, DiDi also announced on February 11 that from this week, the front and back row of protective isolation films will be installed in the online car-hailing car one after another. The so-called protective isolation membrane is to install a plastic diaphragm between the front and rear rows of the vehicle to form a simple safety cabin in the vehicle, which can prevent the spread of droplets to a certain extent.

DiDi said that this is a stupid method in a special period. At present, it has been tried out in Wuhan, Dalian, Luoyang, Zhengzhou, Changzhi, Baoji, Jiangmen and other places, and more vehicles will be installed later.

In addition to taking temperature, wearing masks, disinfection and installing isolation, Didi also said that from December 15, 2019 to the end of the epidemic, all Didi online car-hailing, taxi, ride-hailing and ride-sharing owners who completed online orders, once diagnosed, during hospitalization, the platform will provide a daily hospitalization allowance of 300 yuan (up to 30, 000 yuan per person) and a special guarantee of up to 500000 in special cases.

It can be seen that under the leadership of industry giant DiDi, many ride-hailing companies have joined this "self-rescue" action.

Although the epidemic has temporarily embarrassed the entire industry, there is no need to be too pessimistic, it is only a "small setback". Some setbacks are not necessarily a bad thing for the industry. perhaps the entire ride-hailing industry will improve in terms of health and public safety after the end of the epidemic. It can also be said to be "a blessing in disguise". It can also play a role in promoting the long-term development of the ride-hailing industry.

This epidemic "spring robbery" is also a blessing for the industry.

In recent years, under the background of the decline of investment fever and the decline of high subsidies for drivers, the ride-hailing market has long lost its former scenery. According to the Asia-Pacific Travel Market Research report 2019-the bumpy profitability of the Asian travel industry, investment in China's ride-hailing market plummeted by about 90% in 2018, causing the overall investment in China's travel industry to shrink by 48%.

At present, the entire ride-hailing market is also in a state of relative surplus. With various purposes, all kinds of enterprises have entered this market one after another. In addition to early platforms such as DiDi and Shenzhou chauffeured car, Fidi taxi-hailing companies, Wanshun travel and other travel companies, as well as many car companies, have also entered the bureau across the border to release vehicles to the market in the form of "renting and purchasing".

Some industry insiders sigh that many enterprises only indirectly operate the ride-hailing market and do not fully consider the market capacity, resulting in a surplus of ride-hailing numbers. The arrival of this epidemic has undoubtedly brought a stop to this surplus phenomenon, small enterprises, it is difficult to withstand the test of falling orders, followed by a large number of drivers will be "unemployed."

In fact, many drivers already have the idea of giving up before they are eliminated.

Over the past few years, local governments have imposed strict regulations on operating permits to regulate the development of the industry: more than 200 cities have issued new regulations on platforms, vehicles and drivers, from insurance to the health of drivers. Under these rules, it is very difficult for many drivers to drive in the face of irregularities.

The increasing percentage of ride-hailing has also made drivers complain a lot. Cui Dongshu, secretary-general of the National passenger car Market Information Association, said that the percentage of 10% to 20% is low, and driving online ride-hailing has changed from a national phenomenon-level occupation to thankless "coolie work".

Under this epidemic, many drivers finally made up their mind to quit. While the performance-to-price ratio of driving a ride-hailing continues to decline, it even makes some drivers feel that it is better to return to the traditional taxi industry.

But this is not a bad thing, the plight of the ride-hailing industry has become increasingly prominent, to a certain extent, it will also promote the ride-hailing industry to speed up the reshuffle and return to the healthy development of the industry. The trend of ride-hailing from speed scale to safety, quality and service standards will be more obvious, and whether it can bring better experience and more value to users will also become the key to the competition in the future ride-hailing market.

In addition to improving the "internal skills", the epidemic has also made some ride-hailing companies still sticking to find new opportunities in the field of public transport.

During the epidemic, at the initiative of the ride-hailing branch of the China Urban Public Transport Association, many ride-hailing companies set up an "emergency prevention and control guarantee fleet" to accept requisition to provide emergency travel services during the outage period, and to provide voluntary free services for special groups such as medical personnel.

The implementation of this measure has not only made many people realize that ride-hailing is an indispensable part of the urban public transport system. At the same time, these assistance actions have also established a good image of the relevant enterprises' brands and accumulated strength for future development. And some caring actions of the platform for drivers have also warmed the hearts of many ride-hailing drivers and are determined to continue to be in the same boat with the platform.

Conclusion

After careful calculation, the whole shared travel industry has been popular for only four or five years, and on the whole, it is still in the initial stage of the development of the industry. Although the impact of an epidemic on the whole industry can not be ignored, it is not a catastrophe, it can be regarded as a "small test".

When the epidemic is over and people return to normal life, people's demand for online ride-hailing will return to people's lives just like subway, bus and other ways of travel.

(official account of Liu Kuang / tr. by Phil Newell) ID:liukuang110

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