How to break the driver's freight and other issues to be solved how to break the game on the network freight platform

In recent years, online freight has been regarded as a "dark horse" in the logistics industry. It has received great attention, and related companies have also moved frequently in the capital market.

In May 2021, the domestic highway freight platform Fuyou truck took the lead in submitting a prospectus to the US Securities and Exchange Commission. Two weeks later, one of its competitors, the full gang, known as the "freight version of Didi" also submitted to the United States to the United States Listing prospectus. In this competition for the "first share of the freight platform", Manfu finally won. In June 2021, it landed in US stocks, with a opening price of $ 22.5. However, as of September 19, its stock price was only $ 6.55, a sharp shrinkage from a year ago.

Behind the shrinking market value, Manfu was also pressured by the dual complaints from the driver's side and the main cargo. On September 18th, a truck driver Mr. Liu told the media that his "full transportation" platform (hereinafter referred to as "full") was connected to a single transportation service. 18200 yuan. As of now, this single transportation has been completed for more than a month, but he has not obtained the transportation cost, and he can't contact him. On the complaint platform, the reporter found that there were also a lot of "bitter water" of the owner, mainly for the lack of standards for the driver's service, the platform inaction, and unfairness.

So, is the full helper of the platform, have the ability to resolve these contradictions? What responsibility should you bear?

Pain of matching platform

"Full transportation is a relatively large order platform. Everyone often picks up orders. I occasionally encounter a few hundred yuan without settlement, but it is not serious this time." The above driver said.

Regarding the driver's encounter, on September 19, the full gang insider confirmed and confirmed to the Securities Daily reporter and said, "From the current situation we understand, the case is the owner of the owner's arrears. The driver actively recovered the freight, and at the same time, the owner's account was related to the relevant restrictions, and the owner could no longer be shipped. "

"It seems that the Manbans can do only, because it is a information matching platform, which only provides intermediary services, similar to real estate intermediary models." Zhao Ming, partner of Beijing Zhongtong Law Firm, told the Securities Daily reporter.

Internal insiders of Fuyou Truck also told the Securities Daily reporter, "We are different from the Manchu Model. Fuyou trucks are prepaid shipments. After the driver completes the order, it directly enters the settlement process, so there is no arrears of freight."

Regarding the business model of Manbang, an industry insider had conducted a detailed analysis of the reporter of the Securities Daily: the full gang came from the truck gang and full of mergers. After the merger is full, the transportation platform is full, that is, the cargo matching business; the truck gang is mainly responsible for stable capacity projects.

The above -mentioned industry insiders said that it is difficult to avoid information asymmetry on this matching platform. If the platform does not have the source of the audit mechanism, when the cargo owner's fictional supply information information, it is easy to have disputes with the driver. On the driver's side, the platform only reviews four certificates and one card. It cannot directly control the driver, and it is difficult to control the quality of transportation. In addition, the matching platform reached a transaction by bidding, and the price fluctuated greatly. When the customer's supply is stable, the price is needed to control the cost, and the price fluctuations cause these stable business loss.

Can the real -name authentication solve the problem?

If 2021 is a year of rapid expansion of online freight, then 2022 is a year of improvement and standardization.

Since the beginning of the year, the regulatory authorities have conducted three interviews with several heads network freight platforms. The recent interview was at the end of August. The interview pointed out that there are multiple fees, price competition, operation, and operation of four platform companies, including Manchu Gang, Problems such as irregularities have harmed the legitimate rights and interests of truck drivers.

The freight arrears can be said to be the most concerned issue for truck drivers. In addition to the full gang, other freight platforms will encounter similar problems. It is reported that on September 1, the cargo Lala launched the "peaceful transportation" driver's rights guarantee plan. For the acting of arrears of the payment of the driver, a series of product functions were successively launched, including convenient urging, platform ganging, freight compensation, and user control. These measures are intended to establish a credit system.

The above -mentioned gang insiders told reporters that "the company has a set of safety guarantee systems and response mechanisms for helping drivers recover freight, including the historical behavior of arrears of freight in the supply list and source details. Restrictions, control, punishment measures and means, such as from September 2022, as long as the owner and the driver have a dispute or a complaint, it will be forced to complete the real -name certification (face recognition). "

Zhao Ming also suggested that various platforms can learn from the experience of other Internet companies and provide real -name authentication on users. "Otherwise, if there is a problem, you don't know who you should look for."

In addition to external supervision, the management capabilities of the network freight platform itself need to be improved. "The case of arrears of costs indicates that the platform has problems in management to a certain extent. It may be that the system has insufficient loopholes or the platform's service capabilities." Ai Media Consulting CEO Zhang Yi told the Securities Daily reporter.

"Online freight is actually a good business model, but most of the relevant enterprises are not profitable or there are various problems. In the final analysis, it may be caused by management issues. Internet platform companies have grown very fast, but management is relatively lagging behind." Zhang Zhang. "Zhang Zhang." Zhang is relatively lagging. Yi said.

The central report released by Manbang showed that in the first half of 2022, the company's net profit lost 181 million yuan in net profit attributable to shareholders of the parent company. Although it has narrowed significantly compared with the same period last year, it still failed to get out of the mood of losses.Chen Liteng, a digital life analyst at the Internet Electronic Commerce Research Center, told a reporter from the Securities Daily: "If such incidents occur frequently, it will eventually lead to users' trust in the platform and continue to lose.The compliance review of the two parties, establish a sound control mechanism. "

Our reporter Xu Jie

- END -