China has added more than 170,000 online car drivers in April to create the highest monthly increase since the liberalization of the epidemic control.Shenzhen and other localized transportation departments have issued a saturation warning of online car rental, and some even suspend the acceptance of online ride -hailing operation permits.
According to the latest statistics of China Internet Vehicle Regulatory Information Interactive System, China added 177,000 online car holding card drivers in April, an increase of 3.4%month -on -month, which reached 5.4 million 6,000 people across the country.In the first four months of this year alone, China added more than 310,000 online car drivers.
As China liberalized the control of the epidemic in January this year, the increase in personnel flow has caused online car orders to grow rapidly in the past few months.However, the number of orders fell by 10 million in April, which means that there are many drivers and fewer passengers in the online car market in that month.
In order to ensure a balanced supply and demand, Changsha City and Sanya, Hunan Province announced in early May that the acceptance license was suspended.Shenzhen, Jinan, Dongguan, Wenzhou and other cities have recently issued warnings in succession, saying that the number of local online ride -hailing orders is declining, and the market capacity has been close to saturation, reminding practitioners to "make a reasonable choice of employment."
Peng Peng, executive chairman of the Guangdong Provincial System Reform Research Association, was judged during the interview with Lianhe Zaobao. The saturation of the online car market reflects China's current severe economic situation.He said that during this period, more unemployed people chose to make a living by operating a car on the Internet.
The recently announced multiple economic indicators that China's official officials are not as good as market expectations. Many analysts worry that the momentum of economic recovery after the Chinese epidemic is weakening.In April, China's urban survey of urban surveys decreased by 0.1 percentage points from last month to 5.2%.
In addition to the macroeconomic trend and employment factors, Fu Fangjian, an associate professor of Li Guangqian Business School of Singapore Management University, believes that the trend of saturation in the Chinese online car rental market is also because the travel platform has continued to increase in recent years.Expand the team to strive for market share.
After being forced to remove the shelves by antitrust investigation from antitrust investigation in 2021, the new travel platform sprung up in 2021.The latest data shows that China currently has a total of 309 online car entry platform companies obtained business permits.
Peng Peng said that the online car market has been "barbaric growth" in the past few years, which has led to the phenomenon of excess and vicious competition in many cities in China.
Some online car drivers lamented that their revenue has fallen by nearly half in recent months. To earn the same income as last year, we must work for five to six hours a day.
Mr. Huang, a driver Huang, Shenzhen, said in an interview that he usually earned four or five hundred yuan (RMB, the same below, about S $ 77 to S $ 96) last year."Now I will get out of the car at 7 in the morning, and sometimes I can close the work until 10 pm. Deducting the car rent and charging fee, etc. The profit of the day is only about 300 yuan."
The "price war" carried out by the online car rental platform is also further squeezing the profit of the driver.Lianhe Zaobao reporter found that a 18 -kilometer drive had a platform for only 39 yuan, which was nearly 30%less than the average price of 50 yuan.This fee is also far lower than 58 yuan for traditional taxis.
On the other hand, there are many taxi drivers to appeal. They are completely unable to compete with online ride -hailing. Many of the considerable passengers will choose cheaper online car rental.Master Yi, a taxi driver, said: "My passenger capacity is half less than before ... you see that there are empty cars running everywhere on the road in Shenzhen."
Driven by the Chinese government, the sales of new energy vehicles have increased in recent years, and some of them are from online car rental.The market analysis report released by the China Automobile Circulation Association in May this year pointed out that 82%of online ride -hailing was a pure electric vehicle in 2022, nearly five times higher than 13%in 2017.
New energy vehicles have enjoyed preferential policies in the past few years, as well as price competition between car dealers make the car cheaper and the threshold for holding the car is lower.Fu Fangjian said that when more people can afford cars, and general charging fees are more money than fuel, the operating cost of online car rental has dropped sharply, which attracts more people to join the industry.
Fu Fangjian emphasized that the saturation phenomenon of online car rivalry was caused by multiple factors.He judged that the government will further strengthen control, to guide the number of drivers and platforms through window guidance to restore the market's supply and demand balance, so that the industry can sustainable and healthy development.
Peng Peng also believes that officials can eliminate large enterprises, eliminate disadvantaged enterprises, coordinate along the market trend, and govern this "disorderly development" industry.
