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一枚敬业的小韭菜
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一枚敬业的小韭菜
2022-01-21
$维珍银河(SPCE)$
能不能到1
一枚敬业的小韭菜
2021-12-03
$老虎证券(TIGR)$
尘归尘,土归土……
一枚敬业的小韭菜
2021-08-24
$滴滴(DIDI)$
正常反弹而已,没什么好高兴的
一枚敬业的小韭菜
2021-08-20
$贝壳(BEKE)$
这玩意没有价值可言,毛票都算是脸上贴金
一枚敬业的小韭菜
2021-08-20
赞
证券日报:网约车平台们,该放弃高利润幻想了
一枚敬业的小韭菜
2021-08-19
$滴滴(DIDI)$
有本事跌到5块[流泪] [流泪] [流泪]
一枚敬业的小韭菜
2021-08-18
$滴滴(DIDI)$
即使能熬过去,市值也不会有太大的波动了,个人拙见,那些抱很高期望的人勿喷!
一枚敬业的小韭菜
2021-08-18
漂亮,强烈支持
抱歉,原内容已删除
一枚敬业的小韭菜
2021-08-11
$维珍银河(SPCE)$
[流泪] [流泪] [流泪]
一枚敬业的小韭菜
2021-08-09
哎哟哟
高瓴回应“网传创始人张磊被边控”:信息严重不实,已报警
一枚敬业的小韭菜
2021-08-06
$维珍银河(SPCE)$
出货,鉴定完毕!
一枚敬业的小韭菜
2021-08-06
$滴滴(DIDI)$
散户都被玩坏了[流泪]
一枚敬业的小韭菜
2021-08-05
$嘉年华邮轮(CCL)$
这个涨的有点牵强,怎么看都像是在掩护出货
一枚敬业的小韭菜
2021-08-04
这算是一种态度吗?
抱歉,原内容已删除
一枚敬业的小韭菜
2021-08-03
$滴滴(DIDI)$
为什么期权多空全部是跌,滴滴**玩不起吗?
一枚敬业的小韭菜
2021-07-30
$贝壳(BEKE)$
没仓位了哟,不然就空你了
一枚敬业的小韭菜
2021-07-29
$滴滴(DIDI)$
大单全在跑
一枚敬业的小韭菜
2021-07-29
$滴滴(DIDI)$
还有50万空票
一枚敬业的小韭菜
2021-07-28
$老虎证券(TIGR)$
只能说赶紧逃命吧!
一枚敬业的小韭菜
2021-07-28
$好未来(TAL)$
我是空头,我害怕了[流泪]
去老虎APP查看更多动态
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08:31","market":"us","language":"zh","title":"证券日报:网约车平台们,该放弃高利润幻想了","url":"https://stock-news.laohu8.com/highlight/detail?id=1198774367","media":"证券日报","summary":"奢侈品之所以不限价,是因为奢侈品不是公共产品,而网约车却属于准公共服务供给,因为国家允许平台投放网约车加入公共交通行业,占用了稀缺的道路资源,要对公众负有安全责任,那么这些平台的服务价格就理应接受管理","content":"<blockquote>\n 奢侈品之所以不限价,是因为奢侈品不是公共产品,而网约车却属于准公共服务供给,因为国家允许平台投放网约车加入公共交通行业,占用了稀缺的道路资源,要对公众负有安全责任,那么这些平台的服务价格就理应接受管理,不能以获取高额利润为首要目标。\n</blockquote>\n<p>最近几年,网约车市场出现了一些怪象:乘客抱怨打车越来越贵,司机却称平台与司机之间分账不透明,赚钱不易。8月18日,交通运输部出手了,要求网约车平台企业规范自主定价行为、降低过高的抽成比例,加强与驾驶员之间的沟通协商,设定抽成比例上限。</p>\n<p>经济学常识告诉我们,市场经济其实是价格经济,是买卖双方以双方都需认可,都愿认可的价格提供和接受产品、服务的经济。但网约车平台自主定价成谜,显然不符合市场经济的基本原理。</p>\n<p>一家平台拥有自主定价的大权,至少有以下三个好处:</p>\n<p>首先是可以大打价格战,降维打击竞争对手。笔者了解到,去年有一家出行平台为了切入网约车市场,以低于竞争对手15%的定价吸引乘客下载,同时用融来的巨额资金补贴司机,此举可谓立竿见影。这家平台在当地仅用了一个月就坐上了市场的头把交椅,逼得竞争对手不得不跟进调整自己的定价策略。</p>\n<p>其次,可以更好地控制司机,即控制运力。最新数据显示,截至2021年7月31日,全国共有241家网约车平台公司取得了网约车平台经营许可,环比增加5家;各地共发放网约车驾驶员证351万本、车辆运输证135.7万本,环比分别增长0.5%、2.3%。从以上数据可以发现,司机的数量在增加,大家都想从这个年轻却肩负满足需求侧重任的行业里分一杯羹。并且,司机们对于价格非常敏感,从他们配置至少2台手机,在多个打车软件之间来回切换就能看得出来。但平台定价并不会和司机协商,当平台为了调动运力而修改价格时,司机只能被动接受。</p>\n<p>最后,自主定价可以让平台随时盈利。从多家网约车平台披露的招股书和财报中可以发现,亏损已是平台共性,但这些头部企业想要盈利,恐怕只是分分钟的事。因为网约车市场受资本影响很大,当市场份额足够大时,平台即可通过改变算法和抽成比例,快速变现。对乘客而言,他们先是享受了低价,并对平台产生依赖,后期就要承受资本变现带来的压力,比如涨价。</p>\n<p>再来看平台抽成问题,乘客支付的打车费和司机收到的车费之间的差额被称为网约车平台服务费,简称平台抽成。一些网约车平台的抽成比例能达25%甚至更高,一直以来,平台的抽成比例都是靠经验丰富的司机们自己倒推计算出来的,不科学,但是没办法。</p>\n<p>相对于网约车平台,司机显然是分散、无组织的个体,处于天然弱势地位。此次对网约车平台设定抽成比例上限就是为了保护这个群体的合法权益。</p>\n<p><b>奢侈品之所以不限价,是因为奢侈品不是公共产品,而网约车却属于准公共服务供给,因为国家允许平台投放网约车加入公共交通行业,占用了稀缺的道路资源,要对公众负有安全责任,那么这些平台的服务价格就理应接受管理,不能以获取高额利润为首要目标。</b></p>\n<p>而平台的合理利润不但来自企业自身的定位,更要求企业通过加强内部管理来降低成本。正确的竞争姿势是提供高品质、多样化、个性化的服务来吸引更多资金和乘客,而不是价格战和补贴。</p>\n<p>如果说,前几年大家都希望对网约车行业的监管是“审慎包容”,那么现在一定是“完善监管”。合规经营,保证安全,让乘客享受到品质服务,让司机获得应有的劳动报酬,让平台赚取合理的利润,实现乘客、司机与平台的三方共赢,这个行业才能走得更远、更长久。</p>\n<p>本文来源:证券日报</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n证券日报:网约车平台们,该放弃高利润幻想了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 08:31 北京时间 <a href=https://wallstreetcn.com/articles/3638408><strong>证券日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>奢侈品之所以不限价,是因为奢侈品不是公共产品,而网约车却属于准公共服务供给,因为国家允许平台投放网约车加入公共交通行业,占用了稀缺的道路资源,要对公众负有安全责任,那么这些平台的服务价格就理应接受管理,不能以获取高额利润为首要目标。\n\n最近几年,网约车市场出现了一些怪象:乘客抱怨打车越来越贵,司机却称平台与司机之间分账不透明,赚钱不易。8月18日,交通运输部出手了,要求网约车平台企业规范自主定价...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3638408\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/edb5904d62b10798f760277be625646d","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://wallstreetcn.com/articles/3638408","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1198774367","content_text":"奢侈品之所以不限价,是因为奢侈品不是公共产品,而网约车却属于准公共服务供给,因为国家允许平台投放网约车加入公共交通行业,占用了稀缺的道路资源,要对公众负有安全责任,那么这些平台的服务价格就理应接受管理,不能以获取高额利润为首要目标。\n\n最近几年,网约车市场出现了一些怪象:乘客抱怨打车越来越贵,司机却称平台与司机之间分账不透明,赚钱不易。8月18日,交通运输部出手了,要求网约车平台企业规范自主定价行为、降低过高的抽成比例,加强与驾驶员之间的沟通协商,设定抽成比例上限。\n经济学常识告诉我们,市场经济其实是价格经济,是买卖双方以双方都需认可,都愿认可的价格提供和接受产品、服务的经济。但网约车平台自主定价成谜,显然不符合市场经济的基本原理。\n一家平台拥有自主定价的大权,至少有以下三个好处:\n首先是可以大打价格战,降维打击竞争对手。笔者了解到,去年有一家出行平台为了切入网约车市场,以低于竞争对手15%的定价吸引乘客下载,同时用融来的巨额资金补贴司机,此举可谓立竿见影。这家平台在当地仅用了一个月就坐上了市场的头把交椅,逼得竞争对手不得不跟进调整自己的定价策略。\n其次,可以更好地控制司机,即控制运力。最新数据显示,截至2021年7月31日,全国共有241家网约车平台公司取得了网约车平台经营许可,环比增加5家;各地共发放网约车驾驶员证351万本、车辆运输证135.7万本,环比分别增长0.5%、2.3%。从以上数据可以发现,司机的数量在增加,大家都想从这个年轻却肩负满足需求侧重任的行业里分一杯羹。并且,司机们对于价格非常敏感,从他们配置至少2台手机,在多个打车软件之间来回切换就能看得出来。但平台定价并不会和司机协商,当平台为了调动运力而修改价格时,司机只能被动接受。\n最后,自主定价可以让平台随时盈利。从多家网约车平台披露的招股书和财报中可以发现,亏损已是平台共性,但这些头部企业想要盈利,恐怕只是分分钟的事。因为网约车市场受资本影响很大,当市场份额足够大时,平台即可通过改变算法和抽成比例,快速变现。对乘客而言,他们先是享受了低价,并对平台产生依赖,后期就要承受资本变现带来的压力,比如涨价。\n再来看平台抽成问题,乘客支付的打车费和司机收到的车费之间的差额被称为网约车平台服务费,简称平台抽成。一些网约车平台的抽成比例能达25%甚至更高,一直以来,平台的抽成比例都是靠经验丰富的司机们自己倒推计算出来的,不科学,但是没办法。\n相对于网约车平台,司机显然是分散、无组织的个体,处于天然弱势地位。此次对网约车平台设定抽成比例上限就是为了保护这个群体的合法权益。\n奢侈品之所以不限价,是因为奢侈品不是公共产品,而网约车却属于准公共服务供给,因为国家允许平台投放网约车加入公共交通行业,占用了稀缺的道路资源,要对公众负有安全责任,那么这些平台的服务价格就理应接受管理,不能以获取高额利润为首要目标。\n而平台的合理利润不但来自企业自身的定位,更要求企业通过加强内部管理来降低成本。正确的竞争姿势是提供高品质、多样化、个性化的服务来吸引更多资金和乘客,而不是价格战和补贴。\n如果说,前几年大家都希望对网约车行业的监管是“审慎包容”,那么现在一定是“完善监管”。合规经营,保证安全,让乘客享受到品质服务,让司机获得应有的劳动报酬,让平台赚取合理的利润,实现乘客、司机与平台的三方共赢,这个行业才能走得更远、更长久。\n本文来源:证券日报","news_type":1},"isVote":1,"tweetType":1,"viewCount":1486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838040144,"gmtCreate":1629361127088,"gmtModify":1629361127088,"author":{"id":"3547769608086339","authorId":"3547769608086339","name":"一枚敬业的小韭菜","avatar":"https://static.tigerbbs.com/7b7e9eef21cb3614917b6a9cbf7005ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/890dd2dfb205aa8aa1d140672304b3c8","relate_stocks":{},"source_url":"https://www.jiemian.com/article/6462669.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170528688","content_text":"8月9日,网传高瓴创始人张磊被边控。对此,高瓴方面向界面新闻回应称,网络所传关于高瓴高管个人的信息严重不实,高瓴已向警方报案并保留一切合法追诉权益。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893669429,"gmtCreate":1628259967661,"gmtModify":1628259967661,"author":{"id":"3547769608086339","authorId":"3547769608086339","name":"一枚敬业的小韭菜","avatar":"https://static.tigerbbs.com/7b7e9eef21cb3614917b6a9cbf7005ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPCE\">$维珍银河(SPCE)$</a>出货,鉴定完毕!","listText":"<a 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