· Taxi companies enter the car or accelerate industry changes

Recently, Shanghai’s largest taxi company and Shanghai Johnson & Johnson Taxi Co., Ltd. (hereinafter referred to as “Johnson Rent”), which has about 13,000 taxis, announced that it will accelerate the transformation of traditional parade taxis and actively develop Rent business. This is the second taxi company to announce its entry into the private car field following the “Shouqi Car”.

At the moment, the "Guiding Opinions on Deepening Reform to Further Promote the Healthy Development of the Taxi Industry (Draft for Comment)" and the "Interim Measures for the Administration of Online Booking of Taxi Operating Services (Draft for Comment) are seeking comments and final revisions and improvements. It is expected that the final final draft will be announced soon. With the new car of the special car (network about car rental) approaching, the traditional taxi company represented by Johnson & Johnson rental is stepping up its transformation and planning the layout of the special car business.

Judging from the draft for comment, taxis are divided into cruise taxis and scheduled taxis. The new business model is included in the scope of scheduled taxi management. Taxi will implement classified management, misplaced development and differentiated operations. The regulatory authorities hope to actively promote the deepening reform of traditional taxis while regulating the development of special vehicles, and encourage traditional taxis to use mobile Internet technology to promote transformation and upgrading.

According to the request for comment, as a new car in the taxi industry, it is consistent with the taxi on the entry barrier, and it is necessary to obtain three licenses: “Taxi Business Qualification Certificate, Vehicle Operation Certificate and Driver Passenger Qualification Certificate”. This means that for the Internet car platform such as Didi, Uber, it is necessary to legalize the car business after obtaining three licenses according to law. For traditional taxi companies with complete three certificates, it is undoubtedly a good thing. Traditional taxi companies can directly enter the special car business without permission.

It should be noted that since the special car has the same negative externalities that affect passenger safety, congestion, and the impact of the car on the existing taxi market, it is necessary for the government to strengthen supervision of the car. However, it should also be noted that the regulatory authorities only allow passengers to provide regular car rental companies' vehicles through taxi software. That is to say, only qualified taxis can enter the private car platform, which restricts the development space of the car to a certain extent.

It can be expected that the special car will end "barbaric growth" and enter a new stage of compliance development. In the future, the private car market will not only face competition among Internet companies, but will also usher in the challenges of more traditional taxi companies.

Objectively speaking, in the field of private car services, Internet companies and traditional taxi companies have their own advantages. Internet companies have the advantages of technology, capital and institutional flexibility. Traditional taxi companies also have mature management experience, fleets and drivers. In particular, like the first car, the Johnson & Johnson car rental are state-owned enterprises, easy to gain the trust and support of the government. .

Undoubtedly, in the future, the special car market will face a new round of competition. It is hard to predict who will rise and fall in the special car market, but the industry changes brought by taxi companies entering the special car market will not be difficult to foresee.

According to media reports, Johnson & Johnson rented out a "two-step" reform plan, that is, by the end of this year, Johnson & Johnson will launch a driver incentive program, a linkage mechanism between operators and drivers, and a safe driving incentive mechanism for drivers. Six major reform measures, including next year, will vigorously develop the car rental business, and will lead the organization and construction of a unified car rental platform to explore the establishment of a freight rate linkage mechanism that matches the market dynamics index.

It can be seen that Johnson & Johnson rents hope to use market-oriented reforms to give drivers better incentives. This move will promote the linkage between the traditional taxi industry reform and the development of special vehicles. To a certain extent, it is expected to eliminate the old and new in the reform process. Conflict between formats.

At present, the taxi industry has always implemented an administrative license and total amount control system. Individual drivers cannot obtain the right to operate a taxi. They need to rent and pay certain “money money” to a licensed taxi company. With the development of special cars and the deregulation of the taxi industry, it is expected that taxi drivers will be freed from the spell of “money money”.

It should be pointed out that the traditional taxi control emphasizes the company system too much, and there is a certain conflict with the individualized labor characteristics of the taxi. It should take the traditional rental transformation into the "Internet +" rental as an opportunity to change the supervision system of the traditional taxi industry. Adapt to the healthy development of the taxi industry in the future. For example, the focus of the special vehicle management is no longer on the quantity limit and price control, but on the service quality requirements such as qualification examination, insurance claims, and vehicle annual inspection, in order to improve the service quality of taxis and meet the diversification and differences of users. Sexual needs.

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