Didi is also one of the most controversial Internet companies in China. First of all, Didi has led the trend of "network car" and changed the way people take taxis. But Didi's reputation is far from satisfactory!
Although founder Cheng Wei has repeatedly stressed that Didi is a "one-stop travel platform" company, the essence of Didi is still an Internet advertising company. One end of Didi is connected to the user and the other end is connected to the owner. The main way to make money is to draw and receive advertisements!
Speaking of Didi, it has always been the focus of discussion among netizens. Most car owners report that the current pumping rate of Didi is between 20% and 30%. In fact, from the driver's point of view, it doesn't matter how much drip is pumped. I believe drivers care about how much money they can get in a month!
Today, let's talk about Didi's high success for drivers, and how should we treat the current Didi company?
Regarding the high drip, in fact, the driver is clear, the user is clear, and the drip is clear.
Recently, Didi released a description of "pumping". Didi said that there are indeed some orders with relatively low driver income, such as hitchhiking orders; Orders with a percentage higher than 30% accounted for 2.7% of the total orders. Although the proportion of orders in similar extreme cases is not high, it does cause trouble to drivers. The company is investigating the causes of extreme orders one after another and doing its best to avoid extreme situations.
Perhaps seeing this, some netizens and friends will ask, isn't Didi often subsidized, and the last subsidized money is not in the driver's pocket?
I can only say that I think too much. Didi is now the absolute overlord in the field of online car rental. Although there are subsidies now, it is no longer the time when one yuan can take a taxi.
Secondly, there are many subsidy routines for Didi. Most of them must be preferential orders to get rewards and subsidies. We amended the law to allow drivers to accept "preferential" orders. Who enjoys the "discount"? That is naturally a new user of Didi, or a user who only takes a taxi once every six months. Old users can't grab it at all, because Didi holds big data in his hand, and his heart is like a mirror.
Finally, it was said that it was in the driver's pocket, and it was really hard to make money. If Didi drivers want to get Didi's reward, I asked my friends who are professional Didi drivers that they need to run from 7 am to 1 1 pm. Most people just do this kind of work.
Passenger subsidy 10.9% is platform subsidy. Why did you detain the driver? If your platform is willing to make up, take the platform to make up. Why do you want to deduct the driver's money
3. The profit of1%seems very low, but it is relative to the payable amount of passengers. If calculated at 6.9% of the cost, the profit rate will reach 45%. Not enough to make money?
I remember that Cheng Wei, the founder of Didi, said two years ago that Didi had lost as much as 39 billion yuan in the past six years. I believe this loss, because at that time, the domestic network car was a melee, and Didi also relied on strong subsidies to gain today's market share.
But now the situation is different, and Didi has become the biggest winner in the domestic network car field. Even if Didi removes the company's operating expenses, then Didi still makes money. Because now the subsidy of Didi is less, the percentage is getting higher and higher, and there are more users of Didi. Now that Didi does not make money, I don't think anyone can believe it.
Let me give you an example. A driver ran for three days without paying any interest. As long as he keeps running, about 1.5 million yuan of running water will always be used by Didi for free, and 1.5 billion yuan will be used by 1 10,000 drivers for free, not to mention that there are far more than 1 10,000 drivers in China. This is the magic of internet companies. Anyway, I will build a platform and live a business of collecting rent and pulling geese. Isn't this business profitable?
Then the problem is coming. Since we think Didi is making money now, where is Didi's money? It's very simple. Learn from Meituan and play with the information piece.
Didi started from a taxi, and derived a special car, an express train and a ride. In fact, these are all good, after all, doing business in the field of Internet tourism.
However, in the past two years, Didi has changed a lot. Didi Finance started, and it also engaged in running errands in the same city, Didi Daijia, Didi Takeaway, and recently a very popular community group purchase.
We can fully understand that the profit earned by Didi from the online car is invested in new business by Didi. Anyway, Didi is not listed now, and the authenticity of this data released by Didi cannot be verified by financial data, which is also the genius of Didi!
The emergence of Didi has changed the way users take taxis. Users are indeed beneficiaries, but the worst is the traditional taxi driver. Why do you say that? Everybody look down!
City coordinates are in Shenzhen. When there is no Didi taxi, there is a car with two shifts of drivers, and the rent is 22,000 yuan a month.
They can run about 2500 a day. In the past, the entire industrial chain of the taxi industry was really profiteering. The driver himself became the second master, asked his fellow villagers to come and drive, and contracted it to the next family for the second time. Our company buys a car for 9w with a five-year cycle. At that time, the taxi license plate rose from 10w in 2002 to 70w in 15. The license plate is the car. Give it to the government. The license plate also has financial attributes, and you can go to the bank for mortgage loan.
But it's different now. As soon as Didi comes out, taxis and taxi license plates are not very valuable at all.
Conclusion: In the service scenario of basic necessities of life, Didi belongs to the category of "line", and every order won can be compared with the mode that adults pay taxes to the state regularly and quantitatively.
It is understandable that the platform occupies the market, grabs traffic and further consolidates the dominant position of travel. Most drivers are also happy to see it. However, how to balance the interests of drivers, passengers and platforms and find a balance point is a major issue that Didi should consider at present, instead of thinking about exploiting Didi drivers and even users for its own business expansion. I don't know what you think.