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幸运小龙龙
2022-11-16
$老虎证券(TIGR)$
幸运小龙龙
2022-11-15
$老虎证券(TIGR)$
幸运小龙龙
2022-11-13
$老虎证券(TIGR)$
幸运小龙龙
2022-11-12
$老虎证券(TIGR)$
幸运小龙龙
2022-11-11
$老虎证券(TIGR)$
幸运小龙龙
2022-11-09
$老虎证券(TIGR)$
幸运小龙龙
2022-11-09
$老虎证券(TIGR)$
幸运小龙龙
2021-09-08
?
开盘：热门中概股普遍上涨，约会软件涨近9%
幸运小龙龙
2021-09-07
?
曹操出行斩获融资38亿元后，滴滴还能稳坐网约车市场第一吗？
幸运小龙龙
2021-02-28
$Sundial Growers Inc.(SNDL)$
Hold!
Go to Tiger App to see more news
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21:31","market":"us","language":"zh","title":"开盘：热门中概股普遍上涨，约会软件涨近9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1176047810","media":"老虎资讯综合","summary":"9月7日，美股三大指数基本平开，道指跌0.2%，纳指涨0.15%，标普500指数跌0.15%。\n\n热门中概股多数上涨，哔哩哔哩涨逾5%，拼多多、网易涨逾3%，百度、阿里巴巴涨逾2%。\n约会软件Matc","content":"<p>9月7日，美股三大指数基本平开，道指跌0.2%，纳指涨0.15%，标普500指数跌0.15%。</p>\n<p><img src=\"https://static.tigerbbs.com/c263d2aa2689c7673bc2a1f6d627fe7d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>热门中概股多数上涨，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨逾5%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>涨逾3%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨逾2%。</p>\n<p>约会软件Match Group涨近9%，该股获调入标准普尔500指数成分股，9月20日生效。</p>\n<p><a href=\"https://laohu8.com/S/YI\">1药网</a>涨超10%，此前宣布1000万美元股票回购计划。</p>\n<p><a href=\"https://laohu8.com/S/QTT\">趣头条</a>跌超10%，第二季度营收12亿元，同比下滑16.6%。</p>\n<p>Moderna跌近2%，新冠疫苗加强针可能将延后批准。</p>\n<p><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨4.34%，公司称美国劳工节期间上座率超过2019年水平。</p>\n<p><a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>涨5.67%，日本厚生劳动省称已与武田制药就诺瓦瓦克斯生产的新冠疫苗签署了1.5亿剂的供应合同。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>开盘：热门中概股普遍上涨，约会软件涨近9%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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开盘：热门中概股普遍上涨，约会软件涨近9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-07 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月7日，美股三大指数基本平开，道指跌0.2%，纳指涨0.15%，标普500指数跌0.15%。</p>\n<p><img src=\"https://static.tigerbbs.com/c263d2aa2689c7673bc2a1f6d627fe7d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>热门中概股多数上涨，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨逾5%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>涨逾3%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨逾2%。</p>\n<p>约会软件Match Group涨近9%，该股获调入标准普尔500指数成分股，9月20日生效。</p>\n<p><a href=\"https://laohu8.com/S/YI\">1药网</a>涨超10%，此前宣布1000万美元股票回购计划。</p>\n<p><a href=\"https://laohu8.com/S/QTT\">趣头条</a>跌超10%，第二季度营收12亿元，同比下滑16.6%。</p>\n<p>Moderna跌近2%，新冠疫苗加强针可能将延后批准。</p>\n<p><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨4.34%，公司称美国劳工节期间上座率超过2019年水平。</p>\n<p><a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>涨5.67%，日本厚生劳动省称已与武田制药就诺瓦瓦克斯生产的新冠疫苗签署了1.5亿剂的供应合同。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".IXIC":"NASDAQ Composite","QTT":"趣头条","09988":"阿里巴巴-W","QNETCN":"纳斯达克中美互联网老虎指数","BILI":"哔哩哔哩","PDD":"拼多多","TTTN":"老虎中美互联网巨头ETF","NTES":"网易",".DJI":"道琼斯","BIDU":"百度",".SPX":"S&P 500 Index","BABA":"阿里巴巴","YI":"1药网"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176047810","content_text":"9月7日，美股三大指数基本平开，道指跌0.2%，纳指涨0.15%，标普500指数跌0.15%。\n\n热门中概股多数上涨，哔哩哔哩涨逾5%，拼多多、网易涨逾3%，百度、阿里巴巴涨逾2%。\n约会软件Match Group涨近9%，该股获调入标准普尔500指数成分股，9月20日生效。\n1药网涨超10%，此前宣布1000万美元股票回购计划。\n趣头条跌超10%，第二季度营收12亿元，同比下滑16.6%。\nModerna跌近2%，新冠疫苗加强针可能将延后批准。\nAMC院线涨4.34%，公司称美国劳工节期间上座率超过2019年水平。\n诺瓦瓦克斯医药涨5.67%，日本厚生劳动省称已与武田制药就诺瓦瓦克斯生产的新冠疫苗签署了1.5亿剂的供应合同。","news_type":1},"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880970171,"gmtCreate":1631014933593,"gmtModify":1676530442463,"author":{"id":"3572913701828718","authorId":"3572913701828718","name":"幸运小龙龙","avatar":"https://static.tigerbbs.com/4a8984634137b288ba65d89f6537c7d9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572913701828718","authorIdStr":"3572913701828718"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/880970171","repostId":"2165993353","repostType":2,"repost":{"id":"2165993353","kind":"news","pubTimestamp":1631009265,"share":"https://ttm.financial/m/news/2165993353?lang=&edition=fundamental","pubTime":"2021-09-07 18:07","market":"us","language":"zh","title":"曹操出行斩获融资38亿元后，滴滴还能稳坐网约车市场第一吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2165993353","media":"钛媒体","summary":"时间刚刚步入9月，网约车市场就迎来了又一次“地震”。约谈要求各平台公司要检视自身存在的问题，立即整改不合规行为，共同维护公平竞争的市场秩序，共同营造网约车行业规范健康发展的良好环境。指出问题的同时，五部门还对网约车平台提出了五方面要求：一是坚守依法合规经营底线。来源曹操出行公众号就在9月6日，吉利控股旗下曹操出行宣布完成金额达38亿元的B轮融资。截至目前曹操出行已进驻62个城市，注册用户已超6000万。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20210907180837429v201f9jrhg1iczs\"/><p>图片来源@<a href=\"https://laohu8.com/S/000681\">视觉中国</a></p><p>文 | 闻旅，作者 | 郭鸿云</p><p>用“动荡不安”形容当下的网约车市场，再恰当不过。从<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>严重违规收集用户个人信息被调查开始，原本格局已定的打车“江湖”出现了松动，美团打车、高德、曹操出行、T3出行等第二梯队企业都在不断加快业务布局，以期借此能多分一杯羹。</p><p>然而在被看做是滴滴最艰难的日子里，订单量却并没有因为APP遭到下架而下滑，根据全国网约车监管信息交互平台统计，7月份滴滴出行的网约车订单量较6月份环比增长了13.1%，尽管与T3出行、曹操出行等卯足劲往前冲的新平台相比增量率有限，但考虑到规模因素，这样的增长空间仍然显示了滴滴已经建立了稳固的用户群体，想要就此撼动滴滴的“龙头”地位，并不是一件易事。</p><p>不能否认的事，滴滴被监管给了其他网约车平台“超越”的可能，而重燃的战火也使得以往被忽视的运营乱象“死灰复燃”，价格战趋势、高佣金顽疾，也在这新一轮的竞逐之下浮出水面，全部纳入市场监管，这也对未来网约车市场格局的重塑，增添了新变数。<strong>01 11家企业被约谈，网约车市场再起波澜？</strong></p><p>时间刚刚步入9月，网约车市场就迎来了又一次“地震”。交通运输部会同中央网信办、工业和信息化部、公安部、国家市场监管总局等交通运输新业态协同监管部及联席会议成员单位对T3出行、美团出行、曹操出行、高德、滴滴出行、首汽约车、嘀嗒出行、享道出行、如祺出行、阳光出行、万顺叫车等11家网约车平台公司进行联合约谈，几乎涵盖了当下网约车市场所有的主流玩家。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210907180848694v201imyxxc7mvs9\"/><p>而约谈的内容明确指向了恶意竞争，特别是部分平台公司通过多种营销手段招募或诱导未取得许可的驾驶员和车辆“带车加盟”，开展非法营运。约谈要求各平台公司要检视自身存在的问题，立即整改不合规行为，共同维护公平竞争的市场秩序，共同营造网约车行业规范健康发展的良好环境。</p><p>指出问题的同时，五部门还对网约车平台提出了五方面要求：</p><p>一是坚守依法合规经营底线。各平台公司要严格落实平台、车辆和驾驶员“三项许可”，做到“平台持证经营，车辆持证载客，司机持证上岗”；</p><p>二是维护公平竞争市场秩序。各平台公司要强化公平竞争意识，尊重市场规则，进一步规范经营行为；</p><p>三是保障司乘人员合法权益，各平台公司要在促进科技进步、繁荣市场经济、便利人民生活、增加社会就业中发挥积极作用；</p><p>四是落实安全稳定主体责任，各平台公司要切实履行企业主体责任，对可能引发不稳定风险的经营行为要全面排查和整改；</p><p>五是保障用户信息和数据安全，各平台公司要严格落实用户信息和数据安全相关法律法规要求，认真履行个人信息保护责任，未征得用户同意，不得向第三方提供用户个人信息。</p><p>关于网约车规范化运营已经不是一个新话题，早在2018年接连发生两起恶性安全事故后，加快合规与安全运营就成为政府监管的主要问题之一。彼时相关部门就已经要求平台限期完成整改，大量不符合条件的司机也相继退出。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210907180851441v201mhzji1a6knt\"/><p>来源交通运输部公众号</p><p>今年3月交通运输部又正式上线了网约车合规信息查询服务，只要输入车牌号即可查询网约车相关信息。根据网约车管理有关规定，合规网约车驾驶员需获得《网络预约出租汽车驾驶员证》，合规网约车车辆需获得《网络预约出租汽车运输证》。</p><p>这样的严管政策下，以头部企业滴滴为首，网约车市场经历了一次合规化的洗礼，从规模扩张角度而言，并没有能撼动滴滴的第二梯队企业出现，但“虎视眈眈”者不在少数，如曹操专车、T3出行等专业叫车平台，美团、高德等“聚合式”打车平台，都在低调布局自身的业务，希望能在滴滴的领域寻得一席之地。</p><p>根据此前相关统计数据显示，自2017年以来，我国网约车市场规模不断扩大，至2020年，中国网约车市场规模已达2980亿元，这其中，滴滴占据的市场份额顶峰时已高达90%。</p><p>彼时来看再出现一个能与之抗衡的网约车企业几乎是不太可能，如今在政府严格监管下，滴滴也进入自我调整周期，第二梯队的玩家们或许迎来了新的“机会”。<strong>02 带头“大哥”遭遇危机，一众“小弟”蠢蠢欲动？</strong></p><p>以在美上市为节点，对于滴滴原本应该是迈上一个新台阶，进一步拉开与身后追逐者之间的差距。然而，上市两个月时间不到，滴滴股价已经从顶峰时期的18美元/每股跌至9美元左右，最低时跌到了7.16美元/股，市值直接蒸发500多亿美元。</p><p>经历股市波动的同时，有关于滴滴“管理层出现变动”，“将<span>退市</span>和<span>私有化</span>”的传言又开始沸沸扬扬。尽管后来被滴滴官方一一辟谣，但对于向来敏感的资本市场来说，这样充满变数的标的也意味着风险所在，而这也为其他想要寻求资本关注的网约车企业带来了机会。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210907180852282v201uq3tgfqpl6x\"/><p>来源曹操出行公众号</p><p>就在9月6日，吉利控股旗下曹操出行宣布完成金额达38亿元的B轮融资。据报道，此轮融资不仅是今年以来网约车企业获得的首笔国内<span>股权投资</span>，也是2020年以来网约车出行企业获得的国内最大额度单笔融资。此轮融资的投资方分别是苏州相城金控集团、苏州高铁新城国控集团、苏州城投公司、农银国际苏州公司、东吴创新资本。</p><p>而对于融资的用户，曹操出行方面表示，将用于帮助公司在技术研发、业务扩展、服务品质提升、司机群体保障等关键工作上加大力度，从而进一步提升企业竞争力，扩大市场份额。</p><p>截至目前曹操出行已进驻62个城市，注册用户已超6000万。</p><p>而根据滴滴公布的数据，截至2021年3月31日，滴滴在中国拥有3.77亿年活跃用户和1300万年活跃司机。尽管从用户规模与城市覆盖角度来说，曹操出行尚无法与滴滴一较高下，但值得注意的是，作为投资方之一的相城金控董事长陆志东表示：</p><p>“投资的重点是选赛道，出行是刚需，互联网出行行业并没有绝对排他性，不管是短期窗口还是长期竞争，都仍有空间。因此，行业头部的企业仍是此时的优选目标。”</p><p>这也意味着，在资本眼中曹操出行已经站在了出行领域的头部，而不仅仅只是滴滴一家独大，曹操出行的数据信息安全、乘客服务也成为资本看好它的重要原因所在。</p><p>根据公开数据显示，曹操出行近段时间增长势头非常迅猛：5月开始到7月，曹操出行接单量爆发式增长，7月订单需求量创下历史新高，是去年同期的150%。对标三个月之前，7月接单量超一倍以上。而7月正是滴滴最为艰难的一个月。</p><p>事实上不仅仅是曹操出行，另一家网约车企业T3出行也是如同“打鸡血”一般加快市场布局，外一份外流的T3出行在内部信中，透露了这样的内容，称为了抓住这“千载难逢的发展机遇”，T3出行“全员开启战斗模式”，本月内实行007（全月无休），要“连开15城，日均单量突破百万，牢固树立中国网约车第二地位。”</p><p>更有消息显示，原本计划在今年开通48个城市的T3出行，突然更改，目标在8月份开城15个，今年要向市场铺设10万台合规车。</p><p>平台方也不会错过这个机会。近日，美团发布了2021年第二季度及半年度财报，在其电话沟通会上，王兴直接透露在上海和南京开展自营模式的基础上，今年7月起美团又在30多个城市推出了自营网约车服务。美团打车官方微信公众号更是已经开始在包括北京、南京、上海、成都、广州、杭州等37个城市招募司机，已经不甘心于只做聚合平台。</p><p>不仅仅是上述企业平台，根据最近发布的《中国互联网络发展状况统计报告》显示，截至2021年6月，我国网约车用户规模达3.97亿；网约车已覆盖全国400多个城市，总订单量超过43.1亿单；全国取得网约车平台经营许可的企业共有236家，</p><p>新一轮竞合之下，这一领域将会发生怎样的新变局，同样也被市场所期待。<strong>03 抽佣模式被管控，跨界增收这条路如何走的通？</strong></p><p>向滴滴发起冲击的方式不仅仅是疯狂扩张业务布局规模，以网约车最核心盈利模式佣金为切入口也成为一种途径。</p><p>近日，易到用车在《司机端资费调整特别公告》中表示要取消传统的抽成模式，变为<a href=\"https://laohu8.com/S/III\">信息服务</a>服务费模式，按照阶梯模式收取费用，最低1元，5元封顶。这项新政策也于9月6起正式实施。易到用车方面称此举是为了积极响应国家号召，旨在提高司机收入。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210907180900091v201xzvlvn3elb0\"/><p><strong>所谓佣金，是指乘客支付的打车费和司机实际收到的车费之间的差额，也就是网约车平台服务费。</strong></p><p>在滴滴形成绝对优势的市场占比后，收取的高佣金也引发平台司机极大的怨言。有平台司机透露，滴滴针对与打车费用的抽成可达25%-30%左右，也就是说100元的车费中有25元-30元是交给滴滴的。</p><p>这种高佣金现象不仅仅是滴滴平台个别存在，为了规范化运营，8月18日交通运输部运输服务司等相关单位召开新闻会，透露将进一步规范平台用工关系，维护好新就业形态劳动者的劳动报酬、合理休息、社会保险、劳动安全等权益，并提出要降低过高的抽成比例，设定抽成比例上限并向社会公布。</p><p>在此背景下，易到用车宣布取消佣金，改为阶梯式收费，在业内看来更像是借着政策“东风”而进行的一次营销行为，不否认易到真的在佣金模式上做出了改变，但就其自身的状况与网约车业务量来说，这样的改变也不会带来太明显的影响。因为运营问题，其自身的欠款仍没有还清，截至目前，易到用车累计有被执行人记录38条，被执行总金额14.1亿元，涉诉案件达1300多起，想要借此实现“翻身”，道阻且长。</p><p>不过，也有业内人士分析认为，尽管易到用车取消佣金的目的以及能够取得的效果仍不明确，但对于滴滴等其他网约车平台来说，会是一种无形的压力，调整网约车佣金比例时，也需要“真刀真枪”的进行改革才行。</p><p>可以看到的是，限时免佣已经成为平台在新一轮网约车市场大战中吸引司机有效噱头，但往后要如何建立起长久的、企业与司机可持续的健康盈利模式，是全行业面临的挑战。</p><p>另需关注的是，尽管此前滴滴一直被司机吐槽高佣金，从其披露的招股书数据来看，亏损仍旧是滴滴的主旋律，从2018-2020年，滴滴的亏损数额达到了353亿元。高佣金却仍亏损，从滴滴曾给出的高佣金质疑回复中可知，其抽成超过30%的订单占比仅有2.7%（滴滴从5月7日开始排查至今，这个数字已经从2.7%下降到了0.03%），其中包括乘客补贴优惠、企业经营成本、纳税和支付手续费等，仅3.1%为网约车业务<span>净利润</span>。</p><p>对于巨头滴滴而言，主营业务网约车也成了不赚钱或者薄利润的生意。或许正因为此，在风头无两、看不到竞争对手的日子里，发展“其他业务”也成为滴滴扩展自身价值的主要途径，诸如外卖，社区团购，成立旅行社涉足在线旅游业务等，就在滴滴遭遇监管前不久，其内测了名为“小桔旅行社”的网站，这也是滴滴首次公开涉足旅游订票业务。</p><p>尽管滴滴表示该网站仅为一个模板，不做业务考量，但相关信息显示，小桔旅行网站就是由滴滴关联公司北京小桔国际旅行社有限公司运营，经营范围已经囊括了境内旅游、入境旅游、旅游信息咨询、火车票销售代理等业务。彼时被看作是滴滴将要加快在旅游市场布局的信号，如今是否还会继续跨领域深化布局，也不禁打上了一个问号。</p><p>不仅如此，其社区团购业务也遭遇挑战，有消息称，滴滴旗下橙心优选在本月中旬将会进行全国分批次关城，首批会关掉现有60%的城市业务，至今年11月时，则会关掉全国业务。目前，橙心优选已经开始了裁员行动，而新员工的招聘工作则已暂停。</p><p>看似是滴滴遭遇的难题与困境，但对于如今亏损为主旋律的网约车市场，各家企业开始又一轮花式抢份额的竞争格局之下，站在头部的公司，跑在前列意欲赶超的公司，以及更多新入局的公司，该如何去破解盈利的难题，不成为下一个深陷亏损的“滴滴”，更为重要。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>曹操出行斩获融资38亿元后，滴滴还能稳坐网约车市场第一吗？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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曹操出行斩获融资38亿元后，滴滴还能稳坐网约车市场第一吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 18:07 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090718090379ed4d3b&s=b><strong>钛媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>图片来源@视觉中国文 | 闻旅，作者 | 郭鸿云用“动荡不安”形容当下的网约车市场，再恰当不过。从滴滴严重违规收集用户个人信息被调查开始，原本格局已定的打车“江湖”出现了松动，美团打车、高德、曹操出行、T3出行等第二梯队企业都在不断加快业务布局，以期借此能多分一杯羹。然而在被看做是滴滴最艰难的日子里，订单量却并没有因为APP遭到下架而下滑，根据全国网约车监管信息交互平台统计，7月份滴滴出行的网约车...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090718090379ed4d3b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bf210b0a9da00c82cb2c925171714e26","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090718090379ed4d3b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2165993353","content_text":"图片来源@视觉中国文 | 闻旅，作者 | 郭鸿云用“动荡不安”形容当下的网约车市场，再恰当不过。从滴滴严重违规收集用户个人信息被调查开始，原本格局已定的打车“江湖”出现了松动，美团打车、高德、曹操出行、T3出行等第二梯队企业都在不断加快业务布局，以期借此能多分一杯羹。然而在被看做是滴滴最艰难的日子里，订单量却并没有因为APP遭到下架而下滑，根据全国网约车监管信息交互平台统计，7月份滴滴出行的网约车订单量较6月份环比增长了13.1%，尽管与T3出行、曹操出行等卯足劲往前冲的新平台相比增量率有限，但考虑到规模因素，这样的增长空间仍然显示了滴滴已经建立了稳固的用户群体，想要就此撼动滴滴的“龙头”地位，并不是一件易事。不能否认的事，滴滴被监管给了其他网约车平台“超越”的可能，而重燃的战火也使得以往被忽视的运营乱象“死灰复燃”，价格战趋势、高佣金顽疾，也在这新一轮的竞逐之下浮出水面，全部纳入市场监管，这也对未来网约车市场格局的重塑，增添了新变数。01 11家企业被约谈，网约车市场再起波澜？时间刚刚步入9月，网约车市场就迎来了又一次“地震”。交通运输部会同中央网信办、工业和信息化部、公安部、国家市场监管总局等交通运输新业态协同监管部及联席会议成员单位对T3出行、美团出行、曹操出行、高德、滴滴出行、首汽约车、嘀嗒出行、享道出行、如祺出行、阳光出行、万顺叫车等11家网约车平台公司进行联合约谈，几乎涵盖了当下网约车市场所有的主流玩家。而约谈的内容明确指向了恶意竞争，特别是部分平台公司通过多种营销手段招募或诱导未取得许可的驾驶员和车辆“带车加盟”，开展非法营运。约谈要求各平台公司要检视自身存在的问题，立即整改不合规行为，共同维护公平竞争的市场秩序，共同营造网约车行业规范健康发展的良好环境。指出问题的同时，五部门还对网约车平台提出了五方面要求：一是坚守依法合规经营底线。各平台公司要严格落实平台、车辆和驾驶员“三项许可”，做到“平台持证经营，车辆持证载客，司机持证上岗”；二是维护公平竞争市场秩序。各平台公司要强化公平竞争意识，尊重市场规则，进一步规范经营行为；三是保障司乘人员合法权益，各平台公司要在促进科技进步、繁荣市场经济、便利人民生活、增加社会就业中发挥积极作用；四是落实安全稳定主体责任，各平台公司要切实履行企业主体责任，对可能引发不稳定风险的经营行为要全面排查和整改；五是保障用户信息和数据安全，各平台公司要严格落实用户信息和数据安全相关法律法规要求，认真履行个人信息保护责任，未征得用户同意，不得向第三方提供用户个人信息。关于网约车规范化运营已经不是一个新话题，早在2018年接连发生两起恶性安全事故后，加快合规与安全运营就成为政府监管的主要问题之一。彼时相关部门就已经要求平台限期完成整改，大量不符合条件的司机也相继退出。来源交通运输部公众号今年3月交通运输部又正式上线了网约车合规信息查询服务，只要输入车牌号即可查询网约车相关信息。根据网约车管理有关规定，合规网约车驾驶员需获得《网络预约出租汽车驾驶员证》，合规网约车车辆需获得《网络预约出租汽车运输证》。这样的严管政策下，以头部企业滴滴为首，网约车市场经历了一次合规化的洗礼，从规模扩张角度而言，并没有能撼动滴滴的第二梯队企业出现，但“虎视眈眈”者不在少数，如曹操专车、T3出行等专业叫车平台，美团、高德等“聚合式”打车平台，都在低调布局自身的业务，希望能在滴滴的领域寻得一席之地。根据此前相关统计数据显示，自2017年以来，我国网约车市场规模不断扩大，至2020年，中国网约车市场规模已达2980亿元，这其中，滴滴占据的市场份额顶峰时已高达90%。彼时来看再出现一个能与之抗衡的网约车企业几乎是不太可能，如今在政府严格监管下，滴滴也进入自我调整周期，第二梯队的玩家们或许迎来了新的“机会”。02 带头“大哥”遭遇危机，一众“小弟”蠢蠢欲动？以在美上市为节点，对于滴滴原本应该是迈上一个新台阶，进一步拉开与身后追逐者之间的差距。然而，上市两个月时间不到，滴滴股价已经从顶峰时期的18美元/每股跌至9美元左右，最低时跌到了7.16美元/股，市值直接蒸发500多亿美元。经历股市波动的同时，有关于滴滴“管理层出现变动”，“将退市和私有化”的传言又开始沸沸扬扬。尽管后来被滴滴官方一一辟谣，但对于向来敏感的资本市场来说，这样充满变数的标的也意味着风险所在，而这也为其他想要寻求资本关注的网约车企业带来了机会。来源曹操出行公众号就在9月6日，吉利控股旗下曹操出行宣布完成金额达38亿元的B轮融资。据报道，此轮融资不仅是今年以来网约车企业获得的首笔国内股权投资，也是2020年以来网约车出行企业获得的国内最大额度单笔融资。此轮融资的投资方分别是苏州相城金控集团、苏州高铁新城国控集团、苏州城投公司、农银国际苏州公司、东吴创新资本。而对于融资的用户，曹操出行方面表示，将用于帮助公司在技术研发、业务扩展、服务品质提升、司机群体保障等关键工作上加大力度，从而进一步提升企业竞争力，扩大市场份额。截至目前曹操出行已进驻62个城市，注册用户已超6000万。而根据滴滴公布的数据，截至2021年3月31日，滴滴在中国拥有3.77亿年活跃用户和1300万年活跃司机。尽管从用户规模与城市覆盖角度来说，曹操出行尚无法与滴滴一较高下，但值得注意的是，作为投资方之一的相城金控董事长陆志东表示：“投资的重点是选赛道，出行是刚需，互联网出行行业并没有绝对排他性，不管是短期窗口还是长期竞争，都仍有空间。因此，行业头部的企业仍是此时的优选目标。”这也意味着，在资本眼中曹操出行已经站在了出行领域的头部，而不仅仅只是滴滴一家独大，曹操出行的数据信息安全、乘客服务也成为资本看好它的重要原因所在。根据公开数据显示，曹操出行近段时间增长势头非常迅猛：5月开始到7月，曹操出行接单量爆发式增长，7月订单需求量创下历史新高，是去年同期的150%。对标三个月之前，7月接单量超一倍以上。而7月正是滴滴最为艰难的一个月。事实上不仅仅是曹操出行，另一家网约车企业T3出行也是如同“打鸡血”一般加快市场布局，外一份外流的T3出行在内部信中，透露了这样的内容，称为了抓住这“千载难逢的发展机遇”，T3出行“全员开启战斗模式”，本月内实行007（全月无休），要“连开15城，日均单量突破百万，牢固树立中国网约车第二地位。”更有消息显示，原本计划在今年开通48个城市的T3出行，突然更改，目标在8月份开城15个，今年要向市场铺设10万台合规车。平台方也不会错过这个机会。近日，美团发布了2021年第二季度及半年度财报，在其电话沟通会上，王兴直接透露在上海和南京开展自营模式的基础上，今年7月起美团又在30多个城市推出了自营网约车服务。美团打车官方微信公众号更是已经开始在包括北京、南京、上海、成都、广州、杭州等37个城市招募司机，已经不甘心于只做聚合平台。不仅仅是上述企业平台，根据最近发布的《中国互联网络发展状况统计报告》显示，截至2021年6月，我国网约车用户规模达3.97亿；网约车已覆盖全国400多个城市，总订单量超过43.1亿单；全国取得网约车平台经营许可的企业共有236家，新一轮竞合之下，这一领域将会发生怎样的新变局，同样也被市场所期待。03 抽佣模式被管控，跨界增收这条路如何走的通？向滴滴发起冲击的方式不仅仅是疯狂扩张业务布局规模，以网约车最核心盈利模式佣金为切入口也成为一种途径。近日，易到用车在《司机端资费调整特别公告》中表示要取消传统的抽成模式，变为信息服务服务费模式，按照阶梯模式收取费用，最低1元，5元封顶。这项新政策也于9月6起正式实施。易到用车方面称此举是为了积极响应国家号召，旨在提高司机收入。所谓佣金，是指乘客支付的打车费和司机实际收到的车费之间的差额，也就是网约车平台服务费。在滴滴形成绝对优势的市场占比后，收取的高佣金也引发平台司机极大的怨言。有平台司机透露，滴滴针对与打车费用的抽成可达25%-30%左右，也就是说100元的车费中有25元-30元是交给滴滴的。这种高佣金现象不仅仅是滴滴平台个别存在，为了规范化运营，8月18日交通运输部运输服务司等相关单位召开新闻会，透露将进一步规范平台用工关系，维护好新就业形态劳动者的劳动报酬、合理休息、社会保险、劳动安全等权益，并提出要降低过高的抽成比例，设定抽成比例上限并向社会公布。在此背景下，易到用车宣布取消佣金，改为阶梯式收费，在业内看来更像是借着政策“东风”而进行的一次营销行为，不否认易到真的在佣金模式上做出了改变，但就其自身的状况与网约车业务量来说，这样的改变也不会带来太明显的影响。因为运营问题，其自身的欠款仍没有还清，截至目前，易到用车累计有被执行人记录38条，被执行总金额14.1亿元，涉诉案件达1300多起，想要借此实现“翻身”，道阻且长。不过，也有业内人士分析认为，尽管易到用车取消佣金的目的以及能够取得的效果仍不明确，但对于滴滴等其他网约车平台来说，会是一种无形的压力，调整网约车佣金比例时，也需要“真刀真枪”的进行改革才行。可以看到的是，限时免佣已经成为平台在新一轮网约车市场大战中吸引司机有效噱头，但往后要如何建立起长久的、企业与司机可持续的健康盈利模式，是全行业面临的挑战。另需关注的是，尽管此前滴滴一直被司机吐槽高佣金，从其披露的招股书数据来看，亏损仍旧是滴滴的主旋律，从2018-2020年，滴滴的亏损数额达到了353亿元。高佣金却仍亏损，从滴滴曾给出的高佣金质疑回复中可知，其抽成超过30%的订单占比仅有2.7%（滴滴从5月7日开始排查至今，这个数字已经从2.7%下降到了0.03%），其中包括乘客补贴优惠、企业经营成本、纳税和支付手续费等，仅3.1%为网约车业务净利润。对于巨头滴滴而言，主营业务网约车也成了不赚钱或者薄利润的生意。或许正因为此，在风头无两、看不到竞争对手的日子里，发展“其他业务”也成为滴滴扩展自身价值的主要途径，诸如外卖，社区团购，成立旅行社涉足在线旅游业务等，就在滴滴遭遇监管前不久，其内测了名为“小桔旅行社”的网站，这也是滴滴首次公开涉足旅游订票业务。尽管滴滴表示该网站仅为一个模板，不做业务考量，但相关信息显示，小桔旅行网站就是由滴滴关联公司北京小桔国际旅行社有限公司运营，经营范围已经囊括了境内旅游、入境旅游、旅游信息咨询、火车票销售代理等业务。彼时被看作是滴滴将要加快在旅游市场布局的信号，如今是否还会继续跨领域深化布局，也不禁打上了一个问号。不仅如此，其社区团购业务也遭遇挑战，有消息称，滴滴旗下橙心优选在本月中旬将会进行全国分批次关城，首批会关掉现有60%的城市业务，至今年11月时，则会关掉全国业务。目前，橙心优选已经开始了裁员行动，而新员工的招聘工作则已暂停。看似是滴滴遭遇的难题与困境，但对于如今亏损为主旋律的网约车市场，各家企业开始又一轮花式抢份额的竞争格局之下，站在头部的公司，跑在前列意欲赶超的公司，以及更多新入局的公司，该如何去破解盈利的难题，不成为下一个深陷亏损的“滴滴”，更为重要。","news_type":1},"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366680018,"gmtCreate":1614473824234,"gmtModify":1704771914081,"author":{"id":"3572913701828718","authorId":"3572913701828718","name":"幸运小龙龙","avatar":"https://static.tigerbbs.com/4a8984634137b288ba65d89f6537c7d9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572913701828718","authorIdStr":"3572913701828718"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a> Hold! 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