The new regulations for the network car are facing a shortage of drivers in the near future, which is less than half of the standard cars.

"The amount of orders received during these two days has not changed much, but the two months have been much less than before." On November 2, a Guangzhou-based car driver told reporters.

However, although the short-term order has no effect, the driver of the network car who just bought the car this year may be forced to withdraw from the network car industry. Although the driver has a local license plate, details such as displacement are not up to standard.

On November 1st, the “Interim Measures for the Administration of Online Booking Taxi Management Services”, which has received much attention, was officially implemented. Many of the network car drivers interviewed failed to meet operational standards, and some car rental companies that had previously signed a “four-party agreement” to avoid risks were in trouble.

At present, a better response is to leave a part of the network-compliant car and driver who meets the policy; the platform or car rental company will purchase new vehicles that meet the standards and recruit new drivers. Or the standard-compliant network car driver can change the car by himself. The problem is that these methods will increase the cost a lot and bury hidden dangers for the development of the platform.

There is a type of car rental company that may gain new development opportunities, such as the Shenzhou special car. Because it is positioned as a high-end user, the Shenzhou special car has purchased a large number of mid-to-high-end cars in various first-tier cities in the past few years, and generally meets the standards of the network car. After the implementation of the New Deal, the company will reduce many competitors.

Faced with a lot of uncertainty, the network car driver waited for the final tone. Local car owners, foreign car owners, and rental companies behind are all planning for the arrival of the policy.

A foreign driver who is engaged in the Didi Express in Guangzhou told the reporter, "I originally ran a private order near the hotel in Panyu. I decided to buy a car to do the express train this year. I didn't expect the subsidy to be reduced. Now I have a new policy. Now only one day. I can earn two or three hundred yuan of wages. If the policy is strictly controlled, I will return to Panyu to do it." The driver said, the driver will return to the "black car" in the high demand zone.

In the city of Guangzhou, where Uber first entered, many Uber drivers have turned to the Drip platform. The driver of Didi Express showed the reporter the update driver on November 2nd, and the name was changed to “Drip Uber Driver”. At present, the Uber Driver App still exists, and it is not known whether it will be integrated in the future. More drivers use multiple platforms and operate with two or three mobile phones.

Another taxi driver who visited Drip told reporters that after the rise of the network car, the Guangzhou Transportation Group, where the Guangzhou Jiaotong Group was located, had at least half of the drivers. Now a large number of taxis are idle. "Because of the lack of people, many taxis are only equipped with one driver. Originally, they were only drivers in the province, and they were also open to foreigners." Recently, some network drivers have returned to the taxi market.

In addition to their own joining, there are many drivers on the network car platform to call the leasing company. In fact, before the new regulations, the “four-party agreement” model signed by car rental companies and network car platforms, labor companies and drivers was regarded as a legal way.

Nowadays, the leasing company is also deeply affected. Manager Liu of Guangzhou Desheng Car Rental Co., told reporters that there are more than 10,000 vehicles in his company and nearly 200 vehicles. However, in all vehicles, displacement, wheelbase, etc. are only about half of the new regulations. "Now the policy is unstable and the driver is difficult to recruit. If the final New Deal remains unchanged, thousands of vehicles that meet the standards will be purchased."

Judging from the trial rules that have already landed, there are not many changes to the conditions of the vehicle. The highlight is that the transition period is given. It can be foreseen that the next few new rules for the network will give the network about the platform time, and the drip will have time to make changes.

Zhang Guohua, dean of the Comprehensive Transportation Research Institute of the Urban Development and Reform Commission, told reporters: "In order to rapidly expand market share, the network car adopts a subsidy model. Other Internet development formats are larger, and the lower the marginal cost, the more unique situation will be formed. However, the larger the scale of the network, the higher the amount of subsidies, the dilemma is that the new business model has not been resolved and entered a new bottleneck period."

In terms of basic business, in addition to C2C's business, Didi has also joined the B2C elements, self-purchasing vehicles and hiring drivers to carry out self-operated business. Many drivers told reporters that self-operated vehicles will be sent to the list first.

On the other hand, Didi is also trying to expand more application scenarios, including financial services, unmanned car programs, and cooperation with aviation and tourism companies to build an ecosystem of Didi services. Recently, Liu Qing also said in a speech at an event in San Francisco that Didi will go international. “We are sponsors and local believers of local service providers. If there are no local companies, we will go there to build our own business. Our business will be international.”

In the view of Zhang Yi, the president of Ai Media Consulting, Didi is not mature enough in the financial and O2O modes. The important thing now is to deepen the three- and four-tier cities. “Beyond the first- and second-tier cities, there are still a lot of demand in small and medium-sized cities. The subsidies of Didi in small and medium-sized cities are still relatively large. The big cities are still mainly based on public transportation. The most important thing is to beat the third- and fourth-line markets.”

In addition to policies, Didi will compete with local government-led platforms and be regulated.

Taking Guangzhou as an example, Guangzhou's four state-owned taxi companies jointly launched a car rental platform as an official network car platform. At the same time, according to several taxi drivers, major transportation companies are building their own platforms. In the process of integration and competition, the same vehicle standards are in line with the new regulations. In terms of supervision, Guangzhou spent nearly 20 million yuan to purchase a network car management system to manage information such as cars and people.

Zhang Yi said: "The various restrictions in the network car rules will not be deliberately released in the short term. The next key is the law enforcement. The objective is that the restrictions are high, but there are gaps in the law enforcement process. There will be deviations."

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