The multi-network car market entered a saturation period： the driver’s empty car rate reached 50%, and the relevant license was suspended.

　　When the online car industry gradually recovered, drivers felt that their income was declining.

　　From the data, the overall order volume of the industry is recovering. According to the data of the network car supervision information interactive system, the platform received 706 million orders in April this year, an increase of 48.3% compared with 476 million orders in April 2022, and a decrease of 7.2% compared with 760 million orders in April 2021.

　　Drivers, however, have no obvious perception of the recovery of the overall quantity. With the increasing capacity, drivers think it is more difficult to take orders.

　　On June 6th, Master Chen, a car driver of Foshan Net, told the First Financial Reporter that he ran a ticket by renting a car. At present, the daily flow of water is from 400 yuan to 500 yuan, and the single volume is irregular. In addition, Master Chen takes four to five days off every month. Apart from expenses such as rent and oil, Master Chen earns about 6,000 yuan a month.

　　Master Chen said, "This is the average income level of Foshan, which mainly depends on the daily travel time of individuals." Master Chen is very anxious about taking orders and income, because the number of drivers is increasing. Master Chen said that after the opening of the epidemic, more drivers were added, making it more difficult to take orders. At present, his daily empty car rate is around 50%. In this regard, Master Chen said, "Now drivers make a living by extending the running time. The running water that can be obtained in the past 10 hours, now there is no more than 14 hours. "

　　In addition, Master Ou, the online car driver in Guangzhou, gave feedback to the First Financial Reporter. He felt that the current empty car rate was higher than in the past.

　　The regulatory response to the problem of capacity saturation is more intuitive. On May 15, Changsha Municipal Bureau of Transportation issued a notice, stating that since May 16, 2023, the city has suspended the acceptance of new business of network car transport license, and those that have been accepted before will be handled according to normal procedures.

　　On May 4th, Sanya Municipal Transportation Bureau issued a notice saying that in recent years, the number of network car platforms and network cars in Sanya has increased rapidly, and the transportation capacity tends to be saturated. In order to further maintain the market order of the network car industry and protect the legitimate rights and interests of passengers and other operators, after research, it was decided to suspend the acceptance of the network car business license and transportation license issuance business. From 0: 00 on May 5, the business of accepting the business license of network car and the issuance of transportation license will be suspended.

　　In this regard, Kelly, an analyst at Analysys Auto Travel Industry Center, told the First Financial Reporter that in order to protect the interests of on-the-job car-sharing and cruise cars, many cities have issued early warning notices about car-sharing online, and the market can no longer enter in disorder.

　　In addition to pressing the pause button in Changsha and Sanya, Zhuhai, Jinan, Suining and other cities have issued notices of online booking for the risk warning of taxi industry this year.

　　On March 4th, Zhuhai Transportation Bureau issued "Early Warning Notice on Operating Risks of Online Taxi Industry". Up to now, the number of online taxis in Zhuhai has reached nearly 7,500. According to statistics, in the second half of 2021, the average daily operating flow of taxis in Zhuhai City dropped by about 15% compared with that in 2020, which fully shows that the number of taxis in Zhuhai City is saturated and the industry prosperity is approaching the warning red line.

　　The data in Dongguan is also very intuitive. In the first quarter of 2023, the average daily order volume of online car bicycles in Dongguan was about 9.07 orders, of which 31,511 were online cars with an average daily order of less than 10 orders, accounting for 76.9% of the vehicles in the statistical range. There are 9,238 vehicles with an average daily order of 10 or more. In the online car with an average daily order of 10 or more, the average daily revenue of bicycles is about 260.83 yuan.

　　In this regard, the Dongguan Municipal Transportation Bureau suggested that the revenue of online taxis in the first quarter of this year decreased compared with that in the second half of 2022, mainly because the travel demand decreased relatively after entering March, while the number of online taxis continued to grow. At present, the average daily order volume of online car-sharing bicycles is low, reflecting that the transportation capacity and demand of the industry are close to saturation. Before entering the industry, we should carefully analyze the investment and employment, and rationally choose the employment direction.

　　According to the statistical data, as of April 39, 2023, a total of 5.406 million driver’s licenses were issued in various places. As of April 2021, a total of 3.389 million drivers’ licenses were issued in various places, an increase of 59.5% in the past two years.

　　From the perspective of industry development, Ji Xuehong, director of north china university of technology Automobile Industry Innovation Research Center, said that online car-sharing was a fast-growing industry before, and drivers’ income was relatively high when the industry grew rapidly. After years of development, the industry has changed from a period of rapid growth to a period of stability, and even entered a period of saturation in some places. Once entering the saturation period, drivers’ income and industry attractiveness will decline.