· More than the drop, the quick merger is opposed to the taxi market monopoly
"So far, the national industrial and commercial system has investigated 47 monopoly cases, 21 of which have been closed, and others are under investigation." At the press conference during the National Conferences this year, Zhang Mao, director of the State Administration for Industry and Commerce, said this. The "old news" that dripped a few months ago and quickly merged with the alleged monopoly once again returned to the public eye.
On February 14th, there was a joint announcement of the “subsidy war†that was unspeakable and announced that the two companies had achieved strategic integration. The new company will implement a joint CEO system, and both parties retain their independence in brand, business and people structure.
This high-profile Valentine's Day "Love Show" made the easy-to-use car that had struggled in the same battle. Two days later, it was easy to use the car to report to the Anti-monopoly Bureau of the Ministry of Commerce and other departments, accusing the merger of Didi and the fast violation of the anti-monopoly law. "At present, the Ministry of Commerce and the National Development and Reform Commission have confirmed that they have received relevant documents and are conducting research and evaluation according to the process." Fang Min, an easy-to-use vehicle public relations officer, told reporters.
According to the Anti-Monopoly Law, if an operator’s market share in the relevant market reaches one-half or two operators have a market share of two-thirds in the relevant market, it is presumed that the operator has market dominance. Business combination is a concentration of business operators in the anti-monopoly law. If all the operators participating in the concentration have a total turnover of more than RMB 2 billion in China in the previous fiscal year, they should report to the Anti-Monopoly Bureau of the Ministry of Commerce.
"From the legal definition point of view, the merger of Didi and the fast does have a monopoly." Ding Jinkun, a lawyer at Shanghai Dabang Law Firm, told reporters that the data shows that as of the end of last year, the two of them add up to the taxi. The software market was 99.8%. In the first quarter of 2014, the company's account flow reached 4.73 billion yuan, both of which exceeded the standards set by law.
However, Wang Jun, an associate professor at China University of Political Science and Law, has doubts about this. "First of all, there is no clear standard for the definition of 'relevant market' in the anti-monopoly law. In terms of the mobile phone market, the fast and the drip occupy an absolute market share, but in terms of the entire taxi market, the fast and the drip The proportion is still small.†Wang Jun said, “Secondly, the definition of 'turnover' in the anti-monopoly law is not completely clear. There is no precedent for the profit model of Didi, fast taxi software, and whether the account flow is equivalent to the regulations. There is a dispute about the turnover."
In the eyes of Wang Jun, even if the drip and the fast constitute a monopoly, it does not violate the Anti-Monopoly Law. "The Anti-Monopoly Law is against the monopoly that is harmful to the market economy. On the contrary, it is a monopoly that is harmful to consumers." Wang Jun said that the market entry cost of taxi software is not high, and that existing competitors can never rest easy. It can always be replaced by better innovation. Therefore, the combination of Didi and Quick seems to be a “monopoly†on the surface, but it has no control over the market. Through the subsidy war of burning money, the habit of calling the car and paying the fare of the user's mobile phone has been popularized. Instead, it has paved the way for the backward competitors and has no harm to the consumers.
Although the Anti-Monopoly Bureau has not given a clear reply to whether the merger or the quick merger violates the Anti-Monopoly Law, many industry experts believe that the discussion should be to break the taxi market. Monopoly.
The development of the Chinese taxi market for more than 20 years has been under the control of the government and is an administrative monopoly. In some cities, the number of taxis has not changed even in 10 years. It is difficult for taxi workers in the first-tier cities to complain, and the service attitude of taxi drivers is also uneven...
The emergence of taxi software has given the taxi market a new boost. For example, the scoring system for drivers helps to improve the quality of service, and the function of tipping also breaks through the original government price control, which makes the taxi price market-oriented. In particular, the launch of the special car service is to break through the license restrictions, increase the number of taxis in disguise, and promote the marketization of taxis.
During the two sessions of the country this year, the taxi market has also become a hot topic. The National Federation of Industry and Commerce wrote in the proposal: All kinds of contradictions in the taxi industry are due to the "quantity control" system, and the taxi license is an industry monopoly resource under the administrative license. The government should clearly define its responsibilities, cut off the interests of the industry, and completely withdraw from the industry. In addition, the taxi market should be open to the public and break the “quantity controlâ€. Li Shufu, member of the National Committee of the Chinese People's Political Consultative Conference and chairman of Geely Automobile Group, also believes that the direction of the reform of the taxi industry should be to implement full marketization, return the allocation of taxi numbers to the market, and directly open taxi management rights to first-line drivers who meet the requirements. Directly provide taxi services to the public.
In addition to the discussion of the NPC deputies and CPPCC members, the National People's Congress also sent good news about the taxi market reform. On March 5, Premier Li Keqiang mentioned in the government work report that "the emerging consumption of the Internet and the online and offline interactions will be booming." Yang Chuantang, Minister of Transportation, also revealed in an interview that the taxi reform guidance will be introduced in the first half of this year. The guidance will try to coordinate the taxi users, operators and Internet operators to find the greatest common denominator of the three.
"Whether it is in the field of taxi software or the taxi market, the monopoly itself is not terrible." Wang Jun said that the terrible thing is that the monopoly affects the sustainable and healthy development of the entire industry and jeopardizes the vital interests of the consumers associated with it. "This monopoly is what the "Anti-Monopoly Law" should strike."
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