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<section style="background-image: url("http://mmbiz.qpic.cn/mmbiz_png/aiame9lr14OJeRBo4yBESgjEic2wOR9FiaOb3of0oM5JGehgeYms0mKGQn1dV6Vu4wL6yuKprrQxBHvpt0s8c6ATQ/640?wx_fmt=png");background-position: 23.2432% -0.307692%;background-repeat: repeat;background-size: 100.16%;background-attachment: scroll;box-sizing: border-box;font-style: normal;font-weight: 400;text-align: justify;font-size: 16px;"><section style="text-align: center;justify-content: center;transform: translate3d(1px, 0px, 0px);margin: 10px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: auto;vertical-align: top;min-width: 10%;max-width: 100%;height: auto;background-color: rgba(0, 0, 0, 0);box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;margin: 0px 0% -20px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100px;vertical-align: top;height: auto;box-sizing: border-box;"><section style="text-align: center;margin: 0px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;box-sizing: border-box;"><img data-ratio="0.5925926" data-w="1080" src="http://mmbiz.qpic.cn/mmbiz_png/318TSmdC8Lu5kRreEWGHz8qEHdIc4zL8aA7ulWHyp1oo6uQuA0eoRG4tXXKRkDrU1ruhBW47M0MEICq99Wroibw/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;box-sizing: border-box;" data-type="png"  /></section></section></section></section><section style="justify-content: center;margin: 0px 0% 10px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: bottom;width: auto;align-self: flex-end;min-width: 10%;max-width: 100%;height: auto;box-sizing: border-box;"><section style="font-size: 38px;line-height: 1;letter-spacing: 3px;padding: 0px 10px;color: rgb(164, 127, 115);box-sizing: border-box;" powered-by="gulangu"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">悠悠父爱</strong></p></section></section><section style="display: inline-block;vertical-align: bottom;width: 60px;align-self: flex-end;height: auto;box-sizing: border-box;"><section style="text-align: left;margin: 0px 0%;justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 75%;height: auto;box-sizing: border-box;"><img data-ratio="1.70625" data-w="480" src="http://mmbiz.qpic.cn/mmbiz_png/Eker88LnIlziaENGhFmubtLpNice73gHe0Vx4ot7nbmuOicMuUolknvfyibibcXibsWKjmyv8UYeCSQHHxeawhic5V1jA/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section></section></section><section style="justify-content: center;margin: 15px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: bottom;width: 60px;align-self: flex-end;height: auto;box-sizing: border-box;"><section style="margin: 0px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;box-sizing: border-box;"><img data-ratio="0.61" data-w="200" src="http://mmbiz.qpic.cn/mmbiz_png/ebQibMglkFZeY57kwiaBWEoFzamhsiaq4y78OYVSkEXngtCkqvbbG3u7eYcGZcvCOe5l5cpqslY3OoWcicrT2JHiamQ/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;box-sizing: border-box;" data-type="png"  /></section></section></section><section style="display: inline-block;vertical-align: bottom;width: auto;align-self: flex-end;min-width: 10%;max-width: 100%;height: auto;box-sizing: border-box;"><section style="font-size: 38px;line-height: 1;letter-spacing: 3px;padding: 0px 10px;color: rgb(164, 127, 115);box-sizing: border-box;" powered-by="gulangu"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">厚重如山</strong></p></section></section></section><section style="margin: 0px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="letter-spacing: 1px;font-size: 20px;color: rgb(164, 127, 115);line-height: 1;box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;">Happy Father's Day</p></section></section></section></section><section powered-by="gulangu" style="display: inline-block;width: 100%;vertical-align: top;background-image: url("http://mmbiz.qpic.cn/mmbiz_png/qO6r2iaGcicrFM6abWCONiaVyb3xXWYWkeJ4OuZyTqmfXeFibs8X3LLwtUicJibaZ8HQGficMz31HyriaKAnIGwY648GKg/640?wx_fmt=png");background-position: 50% 50%;background-repeat: no-repeat;background-size: 100% 100%;background-attachment: scroll;box-sizing: border-box;"><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;margin: 0px 0% 20px;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;box-sizing: border-box;"><img data-ratio="0.155" data-w="1600" src="http://mmbiz.qpic.cn/mmbiz_gif/qO6r2iaGcicrFM6abWCONiaVyb3xXWYWkeJWAXAVuO87JSVficLHibRLjqBt4BgLicVD5EEtShK6XM7XJo8Osnzqk2SA/640?wx_fmt=gif" style="vertical-align: middle;max-width: 100%;box-sizing: border-box;" data-type="gif"  /></section></section></section><section style="line-height: 1.5;letter-spacing: 1px;padding: 0px 20px;font-size: 13px;box-sizing: border-box;" powered-by="gulangu"><p style="text-align: center;white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">小时候</p><p style="text-align: center;white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">父亲是一座城</p><p style="text-align: center;white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">又深又远，令人捉摸不透</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p><p style="text-align: center;white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">长大后</p><p style="text-align: center;white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">城历经风雨，成了古城</p><p style="text-align: center;white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">散发着不一样的韵味，令人向往</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p><p style="text-align: center;white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">可这又如何？</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p><p style="text-align: center;white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">它已是一个</p><p style="text-align: center;white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">在节假日才令人驻足的景点</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p><p style="text-align: center;white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">就像父亲 难以等来你 短暂的回眸</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p><p style="text-align: center;white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><span style="color: rgb(203, 160, 121);box-sizing: border-box;"></span></p><p style="text-align: center;white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><span style="color: rgb(203, 160, 121);box-sizing: border-box;">Happy Father's Day</span></p></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;margin: 0px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 12%;height: auto;box-sizing: border-box;"><img data-ratio="0.390625" data-w="256" src="http://mmbiz.qpic.cn/mmbiz_gif/Tr8jMkEoqdh6PPRWNzJtBmic1ZHjvWkaBfNE98Ahs7poD6DibIDnhMUa2t9CqmGaVpFhrHKWPJXGmiblrR6WUx9qA/640?wx_fmt=gif" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="gif"  /></section></section><section style="text-align: left;transform: translate3d(50px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 20%;vertical-align: top;border-top: 2px none rgb(255, 202, 0);border-top-left-radius: 0px;border-bottom: 3px solid rgb(200, 166, 32);border-bottom-right-radius: 0px;box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section><section style="margin: 10px 0%;transform: translate3d(50px, 0px, 0px);text-align: left;justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="text-align: justify;line-height: 1.8;font-size: 12px;color: rgb(160, 160, 160);letter-spacing: 2px;box-sizing: border-box;"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">本文需阅读 - 22 分钟</p></section></section><section style="margin: 20px 0%;text-align: right;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: bottom;width: 60%;box-sizing: border-box;"><section style="text-align: left;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;min-width: 10%;max-width: 100%;vertical-align: top;box-sizing: border-box;"><section style="margin: 15px 0% 0px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;vertical-align: top;border-style: none;border-width: 0px;border-radius: 0px;border-color: rgba(95, 156, 239, 0.69);background-color: rgb(200, 166, 32);padding: 10px 20px 0px 0px;box-shadow: rgb(237, 194, 113) 0px 0px 0px;box-sizing: border-box;"><section style="margin: -20px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="font-size: 27px;color: rgb(160, 160, 160);line-height: 0.9;letter-spacing: 1.5px;box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">一览众山小</strong></p></section></section></section></section></section></section><section style="text-align: left;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;min-width: 10%;max-width: 100%;vertical-align: top;box-sizing: border-box;"><section style="margin: 15px 0% 0px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;vertical-align: top;border-style: none;border-width: 0px;border-radius: 0px;border-color: rgb(97, 208, 167);background-color: rgb(200, 166, 32);padding: 10px 20px 0px 0px;box-sizing: border-box;"><section style="margin: -20px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="font-size: 27px;color: rgb(160, 160, 160);line-height: 0.9;letter-spacing: 0px;box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">Sustainable</strong></p></section></section></section></section></section></section><section style="text-align: left;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;min-width: 10%;max-width: 100%;vertical-align: top;box-sizing: border-box;"><section style="margin: 15px 0% 0px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;vertical-align: top;border-style: none;border-width: 0px;border-radius: 0px;border-color: rgb(97, 208, 167);background-color: rgb(200, 166, 32);padding: 10px 20px 0px 0px;box-sizing: border-box;"><section style="margin: -20px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="font-size: 27px;color: rgb(160, 160, 160);line-height: 0.9;letter-spacing: 1px;box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">Cities &</strong></p></section></section></section></section><section style="margin: 15px 0% 0px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;vertical-align: top;border-style: none;border-width: 0px;border-radius: 0px;border-color: rgb(97, 208, 167);background-color: rgb(200, 166, 32);padding: 10px 20px 0px 0px;box-sizing: border-box;"><section style="margin: -20px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="font-size: 27px;color: rgb(160, 160, 160);line-height: 0.9;letter-spacing: 1px;box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">Mobility</strong></p></section></section></section></section></section></section><section style="margin: 15px 0% 20px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;vertical-align: top;border-left: 2px solid rgb(237, 194, 113);border-bottom-left-radius: 0px;box-sizing: border-box;"><section style="text-align: justify;font-size: 12px;color: rgb(179, 179, 179);padding: 0px 5px;letter-spacing: 2px;line-height: 1.8;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><span style="color: rgb(182, 182, 182);box-sizing: border-box;">城市规划与发展战略</span></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;"><span style="color: rgb(200, 166, 32);box-sizing: border-box;">城市综合交通</span></strong></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><span style="color: rgb(160, 160, 160);box-sizing: border-box;">公共交通与非机动化出行</span></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><span style="color: rgb(160, 160, 160);box-sizing: border-box;">活力街区、街道与城市设计</span></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><span style="color: rgb(160, 160, 160);box-sizing: border-box;">量化城市与大数据</span></p></section></section></section><section style="transform: translate3d(-7px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="text-align: left;font-size: 12px;color: rgb(200, 166, 32);line-height: 2;letter-spacing: 0px;padding: 0px 5px;box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><span style="box-sizing: border-box;"><strong style="box-sizing: border-box;">「」</strong></span><strong style="box-sizing: border-box;"><br style="box-sizing: border-box;"  /></strong></p></section></section><section style="text-align: justify;font-size: 12px;padding: 0px 5px;color: rgb(200, 166, 32);line-height: 1.8;letter-spacing: 2px;box-sizing: border-box;" powered-by="gulangu"><p style="text-align: left;white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">2020年<span style="box-sizing: border-box;"> | 6</span><span style="box-sizing: border-box;">月21日期</span></strong></p></section></section><section style="display: inline-block;vertical-align: bottom;width: 40%;box-sizing: border-box;"><section style="margin: 0px 0%;font-size: 3px;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 60%;box-shadow: rgb(237, 194, 113) 0px 0px 0px;height: auto;box-sizing: border-box;"><img data-ratio="0.7074074" data-w="1080" src="http://mmbiz.qpic.cn/mmbiz_png/mee9Bdh9Tia8vTyUmw73EOkRkyMNEa4baesu60cmvDcPhuupkjdBGTg65D1uGw9oZso29ibcv8ISyMpOtJRpmloQ/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section></section></section><section style="margin: 10px 0% 0px;text-align: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;border-color: rgb(239, 70, 70);border-style: none;border-width: 1px;background-color: rgb(246, 246, 246);border-radius: 0px;box-sizing: border-box;"><section style="text-align: right;margin: -20px 0% 0px;transform: translate3d(-60px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 17%;box-sizing: border-box;"><img data-ratio="1" data-w="120" src="http://mmbiz.qpic.cn/mmbiz_png/yFP8XfNvrsMJSozlN32M7vxXBibveYb6Z1UHJ5xKwf4VQmTWPvelfFuw0TMC5hnc6AbhIeNp1D5Ps845XhozKdQ/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section><section style="font-size: 18px;color: rgb(125, 146, 160);line-height: 2;letter-spacing: 5px;padding: 0px 5px;box-sizing: border-box;" powered-by="gulangu"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">团队成员<br style="box-sizing: border-box;"  /></strong></p></section><section style="text-align: left;margin: -20px 0% 0px;transform: translate3d(40px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 5%;box-sizing: border-box;"><img data-ratio="1" data-w="120" src="http://mmbiz.qpic.cn/mmbiz_png/yFP8XfNvrsMJSozlN32M7vxXBibveYb6Z1UHJ5xKwf4VQmTWPvelfFuw0TMC5hnc6AbhIeNp1D5Ps845XhozKdQ/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section><section style="text-align: left;margin: -20px 0% 20px;transform: translate3d(45px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 10%;box-sizing: border-box;"><img data-ratio="1" data-w="120" 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138px;height: 138px;vertical-align: top;overflow: hidden;border-width: 0px;border-radius: 100%;border-style: none;border-color: rgb(62, 62, 62);box-sizing: border-box;"><section style="margin: 0px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;box-sizing: border-box;"><img data-ratio="1" data-w="170" src="http://mmbiz.qpic.cn/mmbiz_jpg/mee9Bdh9Tia8vTyUmw73EOkRkyMNEa4baXNdtRwn8GIme8AMWw9Szwku8A0oYTkFHvHugmtHpEpLSXCHHEOb10A/640?wx_fmt=jpeg" style="vertical-align: middle;max-width: 100%;box-sizing: border-box;" data-type="jpeg"  /></section></section></section></section></section></section></section><section style="display: inline-block;vertical-align: top;width: 50%;padding: 0px 0px 0px 5px;box-sizing: border-box;"><section style="text-align: left;margin: 0px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 150px;height: 150px;vertical-align: top;overflow: hidden;background-color: rgba(118, 178, 124, 0);border-radius: 100%;border-width: 1px;border-style: solid dashed;border-color: rgb(1, 169, 216);padding: 0px;box-sizing: border-box;"><section style="text-align: center;margin: 5px 0% 0px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 138px;height: 138px;vertical-align: top;overflow: hidden;border-width: 0px;border-radius: 100%;border-style: none;border-color: rgb(62, 62, 62);box-sizing: border-box;"><section style="margin: 0px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;box-sizing: border-box;"><img data-ratio="0.9823529" data-w="170" src="http://mmbiz.qpic.cn/mmbiz_jpg/mee9Bdh9Tia8QiaQcOPA2rQFv5d4KBXsZ3POZOJHNSUcMiaQn9CaAcUPopA9hZuZoo9oNdC1eK9qkx8KPbPDVfzfw/640?wx_fmt=jpeg" style="vertical-align: middle;max-width: 100%;box-sizing: border-box;" data-type="jpeg"  /></section></section></section></section></section></section></section></section><section style="margin: 10px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;vertical-align: top;box-shadow: rgb(255, 202, 0) 0px 0px 0px;box-sizing: border-box;"><section style="margin: 10px 0% 20px;transform: translate3d(-50px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 12%;box-sizing: border-box;"><img data-ratio="1" data-w="120" src="http://mmbiz.qpic.cn/mmbiz_png/yFP8XfNvrsMJSozlN32M7vxXBibveYb6Z1UHJ5xKwf4VQmTWPvelfFuw0TMC5hnc6AbhIeNp1D5Ps845XhozKdQ/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section><section style="margin: 0px 0% 3px;box-sizing: border-box;" powered-by="gulangu"><section style="font-size: 14px;padding: 0px;line-height: 1.8;letter-spacing: 1.5px;color: rgb(125, 146, 160);box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;"><span style="font-size: 12px;box-sizing: border-box;">原文</span></strong><span style="font-size: 12px;box-sizing: border-box;">/ </span>Gridwise </p><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;"><span style="font-size: 12px;box-sizing: border-box;">翻译</span></strong><span style="font-size: 12px;box-sizing: border-box;">/季钧一   </span></p><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="font-size: 12px;box-sizing: border-box;">排版</strong><span style="font-size: 12px;box-sizing: border-box;">/众山小  </span><strong style="font-size: 12px;box-sizing: border-box;">校核</strong><span style="font-size: 12px;box-sizing: border-box;">/众山小  </span><br style="box-sizing: border-box;"  /></p><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;"><span style="font-size: 12px;box-sizing: border-box;">文献</span></strong><span style="font-size: 12px;box-sizing: border-box;">/梁晓娜    <strong style="box-sizing: border-box;">编辑</strong>/众山小</span></p><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><span style="color: rgb(128, 178, 188);box-sizing: border-box;"><strong style="box-sizing: border-box;"><span style="font-size: 12px;box-sizing: border-box;">微博 |</span></strong><span style="font-size: 12px;box-sizing: border-box;"> weibo.com/</span></span></p></section></section></section></section><section style="text-align: right;margin: 10px 0% 20px;transform: translate3d(-50px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 7%;box-sizing: border-box;"><img data-ratio="1" data-w="120" src="http://mmbiz.qpic.cn/mmbiz_png/yFP8XfNvrsMJSozlN32M7vxXBibveYb6Z1UHJ5xKwf4VQmTWPvelfFuw0TMC5hnc6AbhIeNp1D5Ps845XhozKdQ/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section><section style="margin: 0px 0%;transform: translate3d(15px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 12%;box-sizing: border-box;"><img data-ratio="1" data-w="120" src="http://mmbiz.qpic.cn/mmbiz_png/yFP8XfNvrsMJSozlN32M7vxXBibveYb6Z1UHJ5xKwf4VQmTWPvelfFuw0TMC5hnc6AbhIeNp1D5Ps845XhozKdQ/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section><section style="margin: -55px 0% 10px;transform: translate3d(1px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 27%;box-sizing: border-box;"><img data-ratio="1" data-w="120" src="http://mmbiz.qpic.cn/mmbiz_png/mee9Bdh9Tia9klSppAALpZlkjr65Bbib9jC6ycLedulOib8xekyyrszcIgKzAcYWo3ia8GYJoHNPOSdoSL8uIjWU8Q/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section></section></section><section style="margin: 0px 0%;text-align: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;border-color: rgb(239, 70, 70);border-style: none;border-width: 1px;border-radius: 0px;background-color: rgb(210, 195, 193);box-sizing: border-box;"><section style="margin: -18px 0% 10px;font-size: 8px;box-sizing: border-box;" powered-by="gulangu"><section style="background-color: rgb(246, 246, 246);display: inline-block;width: 2.5em;height: 2.5em;line-height: 2.5em;border-radius: 100%;margin-left: auto;margin-right: auto;font-size: 14px;color: rgb(255, 255, 240);box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section><section style="text-align: right;transform: translate3d(-40px, 0px, 0px);margin: 0px 0% 10px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 20%;vertical-align: top;border-style: solid;border-width: 3px;border-radius: 0px;border-color: rgb(246, 246, 246);box-sizing: border-box;"><section style="margin: 10px 0%;transform: translate3d(5px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="text-align: center;font-size: 22px;color: rgb(246, 246, 246);line-height: 1.8;letter-spacing: 5px;padding: 0px;box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><span style="font-family:Optima-Regular, PingFangTC-light;box-sizing: border-box;"><strong style="box-sizing: border-box;">一览导读</strong></span></p></section></section></section></section><section style="margin: 10px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 96%;vertical-align: top;box-shadow: rgb(255, 255, 255) 0px 0px 6px;border-width: 0px;border-style: none;border-color: rgb(239, 70, 70);border-radius: 8px;overflow: hidden;box-sizing: border-box;"><section style="text-align: right;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;vertical-align: top;padding: 10px 15px 8px;box-shadow: rgb(182, 182, 182) 0px 0px 0px;box-sizing: border-box;"><section style="margin: 10px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="text-align: justify;font-size: 14px;color: rgb(255, 255, 255);padding: 0px 10px;line-height: 1.8;letter-spacing: 2px;box-sizing: border-box;"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">自3月中旬以来，美国大部分州开始采取强制社交隔离(social distancing)措施，社会出行总量减少，uber和lyft等平台的网约车出行量也大幅下降。本文通过司机收入这一切入点，分析了疫情期间网约客运货运场景的供需平衡“新常态”。网约车公司也在不断加快面向后疫情时代的应对动作：包括提升司机出车意愿度，注重服务质量，加大对外卖配送市场的关注。随着美国城市逐步进入重新开放阶段，消费者在一段时间内仍会减少公共交通出行，可以预期网约车出行需求会重新增长，外卖业务也将蓬勃发展。<span style="color: rgb(255, 255, 255);font-size: 14px;letter-spacing: 2px;background-color: rgb(210, 195, 193);">后疫情时代，乘风破浪的网约车行业依旧走在奔向成功的康庄大道上。</span>如何在挑战中抓住新常态的机遇，是网约车公司触底反弹、走向春天的必解之题。</p></section></section></section></section></section></section><section style="text-align: right;margin: -50px 0% 0px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 15%;vertical-align: top;background-color: rgba(190, 217, 227, 0.58);box-sizing: border-box;"><section style="margin: 10px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="text-align: justify;box-sizing: border-box;"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section><section style="text-align: left;margin: -70px 0% 0px;font-size: 18px;transform: translate3d(-10px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="width: 5em;height: 5em;margin: auto;display: inline-block;vertical-align: bottom;text-align: center;border-radius: 100%;background-color: rgb(255, 255, 255);box-sizing: border-box;"><section style="display: table;width: 100%;height: 5em;box-sizing: border-box;"><section style="display: table-cell;vertical-align: middle;width: 100%;line-height: 1.2;color: rgb(200, 166, 32);font-size: 15px;padding: 10px;letter-spacing: 2px;box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">阅读</strong></p><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">正文</strong></p></section></section></section></section><section style="margin: -10px 0% 20px;box-sizing: border-box;" powered-by="gulangu"><section style="background-image: linear-gradient(to left, rgba(252, 136, 141, 0) 0%, rgb(255, 187, 185) 50%, rgba(252, 136, 141, 0) 100%);height: 1px;box-sizing: border-box;line-height: 0;"><br  /></section></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;padding: 15px;background-color: rgb(255, 255, 255);box-shadow: rgb(145, 112, 101) 0px 0px 0px;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;font-size: 14px;line-height: 1.8;letter-spacing: 1.8px;padding: 0px;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">在过去的三个月中，新冠疫情已经在美国大规模扩散。病毒破坏了将近200万美国人的生命健康，所有人不得不面对后疫情时代的新常态。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">毫无疑问，这种新常态正在给办公室、饭店、工厂、零售店、发廊、体育馆以及所有被视为“非必须”而无限期停工的企业带来毁灭性的打击。尽管采取这些适应性措施来保障公共卫生安全是必不可少的，但这些措施却给经济带来了灾难性的打击——消费者支出减少16%，失业率飙升至大萧条以来的最高水平，城市交通几乎陷入停滞。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">随着居家令的生效，网约车出行量也大幅下降，Uber和Lyft报告称其订单量在美国主要城市下降了80%。下面的可视化展示了纽约市和洛杉矶市的网约车出行，表明自新冠疫情暴发以来，网约车出行量的减少情况。</p></section></section></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: middle;width: 35%;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 1px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section></section><section style="display: inline-block;vertical-align: middle;width: 35%;border-left: 0px solid rgb(203, 160, 121);border-bottom-left-radius: 0px;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: right;justify-content: flex-end;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 60px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgba(0, 0, 0, 0);box-sizing: border-box;"><section style="text-align: left;margin: 6px 0% 0px;transform: rotateY(180deg);justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 95%;height: auto;box-sizing: border-box;"><img data-ratio="0.9404145" data-w="772" src="http://mmbiz.qpic.cn/mmbiz_png/Eker88LnIlziaENGhFmubtLpNice73gHe0zOwF4OJsH6LpaF6QOlb23GEwzsOG1WnibPBBJKMJkTV1kgnJibAgXtvg/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section></section></section></section></section><section style="text-align: center;justify-content: center;margin: 0px 0% 10px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;margin: 0px 0% -15px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 15px;height: 15px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section><section style="justify-content: center;margin: 0px 0% -10px;transform: translate3d(10px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;vertical-align: top;background-color: rgb(241, 233, 227);height: auto;padding: 10px;box-sizing: border-box;"><section style="margin-top: 10px;margin-bottom: 10px;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;box-sizing: border-box;"><img data-ratio="0.6666667" data-w="1080" src="http://mmbiz.qpic.cn/mmbiz_jpg/mee9Bdh9Tia8vTyUmw73EOkRkyMNEa4bad0iczV2QpVhvVABqB9iaQUEiaEE4qLudyiaNTiaEHG2d3J9vDJs7PcrVOTA/640?wx_fmt=jpeg" style="vertical-align: middle;max-width: 100%;box-sizing: border-box;" data-type="jpeg"  /></section></section></section></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;margin-top: 10px;margin-bottom: 10px;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;box-sizing: border-box;"><img data-ratio="0.75" data-w="800" src="http://mmbiz.qpic.cn/mmbiz_gif/mee9Bdh9Tia8vTyUmw73EOkRkyMNEa4ba2qbGYZ9U07N04rbMibRImH8kD3CKq1rlCO8LDdLte9qWPexgtQ26pbg/640?wx_fmt=gif" style="vertical-align: middle;max-width: 100%;box-sizing: border-box;" data-type="gif"  /></section></section><section style="padding: 0px;color: rgb(156, 160, 132);line-height: 1.8;font-size: 15px;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">图一、纽约市网约车出行减少情况</p></section><section style="text-align: center;margin-top: 10px;margin-bottom: 10px;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;box-sizing: border-box;"><img data-ratio="0.75" data-w="800" src="http://mmbiz.qpic.cn/mmbiz_gif/mee9Bdh9Tia8vTyUmw73EOkRkyMNEa4baibw5ICupQwsCPs1AGTwDDjOay2wXiajLOOkJw6ibQ5UMWGS5GrYzoEBlA/640?wx_fmt=gif" style="vertical-align: middle;max-width: 100%;box-sizing: border-box;" data-type="gif"  /></section></section><section style="padding: 0px;color: rgb(156, 160, 132);line-height: 1.8;font-size: 15px;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">图二、旧金山市网约车出行减少情况</p></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;padding: 15px;background-color: rgb(255, 255, 255);box-shadow: rgb(145, 112, 101) 0px 0px 0px;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;font-size: 14px;line-height: 1.8;letter-spacing: 1.8px;padding: 0px;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><span style="letter-spacing: 1.8px;box-sizing: border-box;">但在危机面前，我们人类总是坚韧不拔并能克服一切挑战，正如我们过去度过各种危机所证明的那样。因此，就像杂货店、餐馆和我们的医护人员已经适应了这一新常态一样，我们其他人也将会适应。这正是我们该做的。</span><br style="box-sizing: border-box;"  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">随着美国大部分地区开始复工复产，交通出行领域也在思考后疫情时代网约车行业的未来。消费者会重新拥抱Uber和Lyft吗？是会有更多，还是更少的人乘坐公共交通呢？交通最终将以怎样的速度恢复如初？</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">为了寻找有关网约车行业未来发展的答案，我们转向了一个常常被忽略的角度：网约车司机收入。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">本文通过搜集超过12万名网约车与送货司机的匿名数据，可以发现网约车行业服务提供方对新冠疫情的反应，并且我们可以由此理解未来网约车行业的复兴方向。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">我们先来看看近期网约车司机收入的数据。</p></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;justify-content: center;margin: 10px 0% 25px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 70px;vertical-align: top;height: auto;box-sizing: border-box;"><section style="margin: 0px 0% -8px;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 100%;height: auto;box-sizing: border-box;"><img data-ratio="0.61" data-w="200" src="http://mmbiz.qpic.cn/mmbiz_png/ebQibMglkFZeY57kwiaBWEoFzamhsiaq4y78OYVSkEXngtCkqvbbG3u7eYcGZcvCOe5l5cpqslY3OoWcicrT2JHiamQ/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section><section style="font-size: 20px;line-height: 1;box-sizing: border-box;" powered-by="gulangu"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">01</strong></p></section></section></section><section style="margin: 10px 0% 20px;text-align: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: middle;width: 10px;box-sizing: border-box;"><section style="width: 5px;height: 5px;margin-left: 5px;background-color: rgb(203, 160, 121);box-sizing: border-box;line-height: 0;"><br  /></section><section style="width: 5px;height: 5px;background-color: rgb(203, 160, 121);box-sizing: border-box;line-height: 0;"><br  /></section><section style="width: 5px;height: 5px;margin-left: 5px;background-color: rgb(203, 160, 121);box-sizing: border-box;line-height: 0;"><br  /></section></section><section style="display: inline-block;vertical-align: middle;padding: 0px 10px;line-height: 1.8;letter-spacing: 1.8px;box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">疫情期间网约车司机的收入如何波动？</strong></p></section><section style="display: inline-block;vertical-align: middle;width: 10px;box-sizing: border-box;"><section style="width: 5px;height: 5px;background-color: rgb(203, 160, 121);box-sizing: border-box;line-height: 0;"><br  /></section><section style="width: 5px;height: 5px;margin-left: 5px;background-color: rgb(203, 160, 121);box-sizing: border-box;line-height: 0;"><br  /></section><section style="width: 5px;height: 5px;background-color: rgb(203, 160, 121);box-sizing: border-box;line-height: 0;"><br  /></section></section></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;padding: 15px;background-color: rgb(255, 255, 255);box-shadow: rgb(145, 112, 101) 0px 0px 0px;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;font-size: 14px;line-height: 1.8;letter-spacing: 1.8px;padding: 0px;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">新冠疫情以来，美国网约车的出行量下降了80%，不难发现，与此同时司机的收入也急剧下降，在图三中，我们可以看到在3月16日那一周，每小时驾驶员收入在两周内暴跌了36%。</p></section></section></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: middle;width: 35%;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 1px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section></section><section style="display: inline-block;vertical-align: middle;width: 35%;border-left: 0px solid rgb(203, 160, 121);border-bottom-left-radius: 0px;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: right;justify-content: flex-end;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 60px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgba(0, 0, 0, 0);box-sizing: border-box;"><section style="text-align: left;margin: 6px 0% 0px;transform: rotateY(180deg);justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 95%;height: auto;box-sizing: border-box;"><img data-ratio="0.9404145" data-w="772" src="http://mmbiz.qpic.cn/mmbiz_png/Eker88LnIlziaENGhFmubtLpNice73gHe0zOwF4OJsH6LpaF6QOlb23GEwzsOG1WnibPBBJKMJkTV1kgnJibAgXtvg/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section></section></section></section></section><section style="text-align: center;justify-content: center;margin: 0px 0% 10px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;margin: 0px 0% -15px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 15px;height: 15px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section><section style="justify-content: center;margin: 0px 0% -10px;transform: translate3d(10px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;vertical-align: top;background-color: rgb(241, 233, 227);height: auto;padding: 10px;box-sizing: border-box;"><section style="margin-top: 10px;margin-bottom: 10px;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;box-sizing: border-box;"><img data-ratio="0.5296296" data-w="1080" src="http://mmbiz.qpic.cn/mmbiz_png/mee9Bdh9Tia8vTyUmw73EOkRkyMNEa4baA4h87EEcD2EkfbAZTAWjZO7jSRlc8Bib3r8a3b55KwBUHnXOllvAgiag/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;box-sizing: border-box;" data-type="png"  /></section></section><section style="text-align: justify;font-size: 14px;color: rgb(200, 166, 32);box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">图三、美国全国网约车司机每小时收入变化图</p></section></section></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;padding: 15px;background-color: rgb(255, 255, 255);box-shadow: rgb(145, 112, 101) 0px 0px 0px;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;font-size: 14px;line-height: 1.8;letter-spacing: 1.8px;padding: 0px;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><span style="letter-spacing: 1.8px;box-sizing: border-box;">在经历了急剧下滑后，我们惊讶地发现驾驶员收入开始迅速回升至疫情之前的水平。从图三可以看到，2020年5月24日那一周，驾驶员每小时收入达到了20美元。</span><br style="box-sizing: border-box;"  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">为什么网约车司机的收入在疫情刚刚开始的时候下降如此之快，但却随着疫情恶化而逐步反弹呢？</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">正如Freakonomics（译者注：《魔鬼经济学》，出版于2005年，经济学畅销书，讨论生活现象背后的经济学原理）一书的作者，芝加哥大学的经济学家Steve Levitt教授所说，网约车行业呈现了经济学家对经济的期待。为什么这么说？因为人们对网约车服务支付的价格直接影响了供需关系，这就是市场该有的模样。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">当许多人同时约车但司机不够的时候，网约车服务的价格就会上涨。而当司机过多而需求不足的时候，价格就会维持较低水平。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">事实上，在新冠疫情期间，有57%的驾驶员已经告别道路居家保持健康安全。而有14%的驾驶员已经完全转向货运驾驶，以此在确保安全的前提下继续谋生。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">这意味着有71%的网约车司机离开了网约车行业，也可以说，网约车的供给流失了71%。</p></section></section></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: middle;width: 35%;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 1px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section></section><section style="display: inline-block;vertical-align: middle;width: 35%;border-left: 0px solid rgb(203, 160, 121);border-bottom-left-radius: 0px;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: right;justify-content: flex-end;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 60px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgba(0, 0, 0, 0);box-sizing: border-box;"><section style="text-align: left;margin: 6px 0% 0px;transform: rotateY(180deg);justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 95%;height: auto;box-sizing: border-box;"><img data-ratio="0.9404145" data-w="772" src="http://mmbiz.qpic.cn/mmbiz_png/Eker88LnIlziaENGhFmubtLpNice73gHe0zOwF4OJsH6LpaF6QOlb23GEwzsOG1WnibPBBJKMJkTV1kgnJibAgXtvg/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section></section></section></section></section><section style="text-align: center;justify-content: center;margin: 0px 0% 10px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;margin: 0px 0% -15px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 15px;height: 15px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section><section style="justify-content: center;margin: 0px 0% -10px;transform: translate3d(10px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;vertical-align: top;background-color: rgb(241, 233, 227);height: auto;padding: 10px;box-sizing: border-box;"><section style="margin-top: 10px;margin-bottom: 10px;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;box-sizing: border-box;"><img data-ratio="0.9444444" data-w="1080" src="http://mmbiz.qpic.cn/mmbiz_png/mee9Bdh9Tia8vTyUmw73EOkRkyMNEa4baWSyPsRF3LIlFydx4OMUWmhgsMniccO8EATX2MXtTZ5FymNibho0AEGSg/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;box-sizing: border-box;" data-type="png"  /></section></section><section style="text-align: justify;font-size: 14px;color: rgb(200, 166, 32);box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">图四、71%的网约车司机停止开网约车</p></section></section></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;padding: 15px;background-color: rgb(255, 255, 255);box-shadow: rgb(145, 112, 101) 0px 0px 0px;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;font-size: 14px;line-height: 1.8;letter-spacing: 1.8px;padding: 0px;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><span style="letter-spacing: 1.8px;box-sizing: border-box;">在许多城市，如果你打开Uber或Lyft的应用程序约车，可能会发现等待时间都在10分钟以上，而以前只需要几分钟就可以找到网约车。</span><br style="box-sizing: border-box;"  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">从中我们观察到的是网约车供给方的市场萎缩。换句话说，在路上行驶的网约车司机赚了更多的钱，是因为道路上的出行需求超过了响应需求的网约车供给。</p></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;justify-content: center;margin: 10px 0% 25px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 70px;vertical-align: top;height: auto;box-sizing: border-box;"><section style="margin: 0px 0% -8px;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 100%;height: auto;box-sizing: border-box;"><img data-ratio="0.61" data-w="200" src="http://mmbiz.qpic.cn/mmbiz_png/ebQibMglkFZeY57kwiaBWEoFzamhsiaq4y78OYVSkEXngtCkqvbbG3u7eYcGZcvCOe5l5cpqslY3OoWcicrT2JHiamQ/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section><section style="font-size: 20px;line-height: 1;box-sizing: border-box;" powered-by="gulangu"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">02</strong></p></section></section></section><section style="margin: 10px 0% 20px;text-align: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: middle;width: 10px;box-sizing: border-box;"><section style="width: 5px;height: 5px;margin-left: 5px;background-color: rgb(203, 160, 121);box-sizing: border-box;line-height: 0;"><br  /></section><section style="width: 5px;height: 5px;background-color: rgb(203, 160, 121);box-sizing: border-box;line-height: 0;"><br  /></section><section style="width: 5px;height: 5px;margin-left: 5px;background-color: rgb(203, 160, 121);box-sizing: border-box;line-height: 0;"><br  /></section></section><section style="display: inline-block;vertical-align: middle;padding: 0px 10px;line-height: 1.8;letter-spacing: 1.8px;box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">数据背后的故事</strong></p><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">从网约车出行需求能发现什么？</strong></p></section><section style="display: inline-block;vertical-align: middle;width: 10px;box-sizing: border-box;"><section style="width: 5px;height: 5px;background-color: rgb(203, 160, 121);box-sizing: border-box;line-height: 0;"><br  /></section><section style="width: 5px;height: 5px;margin-left: 5px;background-color: rgb(203, 160, 121);box-sizing: border-box;line-height: 0;"><br  /></section><section style="width: 5px;height: 5px;background-color: rgb(203, 160, 121);box-sizing: border-box;line-height: 0;"><br  /></section></section></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;padding: 15px;background-color: rgb(255, 255, 255);box-shadow: rgb(145, 112, 101) 0px 0px 0px;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;font-size: 14px;line-height: 1.8;letter-spacing: 1.8px;padding: 0px;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">让我们快速浏览一下网约车公司公开的需求数据。<span style="letter-spacing: 1.8px;box-sizing: border-box;">在第一季度财报上，Uber和Lyft都总结了过去几个星期的出行情况，以下是Uber财报中的重点：</span></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p><ul class="list-paddingleft-2" style="list-style-type: disc;box-sizing: border-box;"><li style="box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><span style="font-size: 12px;box-sizing: border-box;">4月，Uber全球总订单量下降了80%；</span></p></li><li style="box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><span style="font-size: 12px;box-sizing: border-box;">截至5月3日，Uber的周出行总量环比增长9%，周订单总量环比增长12%；</span></p></li><li style="box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><span style="font-size: 12px;box-sizing: border-box;">截至5月3日，Uber的周订单总量环比增长12%，其中纽约市14%，旧金山8%，洛杉矶10%，芝加哥11%；</span></p></li><li style="box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><span style="font-size: 12px;box-sizing: border-box;">截至5月3日，Uber的周订单总量在佐治亚州和德州分别增长了43%和50%；</span></p></li><li style="box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><span style="font-size: 12px;box-sizing: border-box;">截至5月3日，Uber在香港的出行量回到了疫情前70%的水平。</span></p></li></ul><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">以下是Lyft财报中的重点：</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p><ul class="list-paddingleft-2" style="list-style-type: disc;box-sizing: border-box;"><li style="box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><span style="font-size: 12px;box-sizing: border-box;">4月，Lyft的总订单量下降了75%，乘客量在4月的第二周似乎触底；</span></p></li><li style="box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><span style="font-size: 12px;box-sizing: border-box;">截至5月3日，出行量比低点上升了21%；</span></p></li><li style="box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><span style="font-size: 12px;box-sizing: border-box;">截至乘客量环比增长7%；</span></p></li><li style="box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><span style="font-size: 12px;box-sizing: border-box;">4月份，机场相关的出行量不足总出行量的2%，低于2019年第三季度与第四季度的水平（9%）；</span></p></li><li style="box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><span style="font-size: 12px;box-sizing: border-box;">4月最后一周相比于3月最后一周，亚特兰大的出行量增加了25%，芝加哥为35%，休斯顿为29%，新奥尔良为39%，纽约为22%，西雅图为25%；</span></p></li><li style="box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><span style="font-size: 12px;box-sizing: border-box;">截至5月3日，Lyft取得了以下的增长：在拉斯维加斯，出行量环比增长22%；田纳西州首府纳什维尔，出行量环比增长16%；奥兰多环比增长14%；奥斯汀环比增长16%；休斯顿环比增长12%。</span></p></li></ul><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">有了这些数据，我们可以对网约车未来的发展方向做出哪些猜想呢？</p></section></section></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: middle;width: 35%;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 1px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section></section><section style="display: inline-block;vertical-align: middle;width: 35%;border-left: 0px solid rgb(203, 160, 121);border-bottom-left-radius: 0px;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: right;justify-content: flex-end;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 60px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgba(0, 0, 0, 0);box-sizing: border-box;"><section style="text-align: left;margin: 6px 0% 0px;transform: rotateY(180deg);justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 95%;height: auto;box-sizing: border-box;"><img data-ratio="0.9404145" data-w="772" src="http://mmbiz.qpic.cn/mmbiz_png/Eker88LnIlziaENGhFmubtLpNice73gHe0zOwF4OJsH6LpaF6QOlb23GEwzsOG1WnibPBBJKMJkTV1kgnJibAgXtvg/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section></section></section></section></section><section style="text-align: center;justify-content: center;margin: 0px 0% 10px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;margin: 0px 0% -15px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 15px;height: 15px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section><section style="justify-content: center;margin: 0px 0% -10px;transform: translate3d(10px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;vertical-align: top;background-color: rgb(241, 233, 227);height: auto;padding: 10px;box-sizing: border-box;"><section style="margin-top: 10px;margin-bottom: 10px;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;box-sizing: border-box;"><img data-ratio="0.5621622" data-w="740" src="http://mmbiz.qpic.cn/mmbiz_png/mee9Bdh9Tia8vTyUmw73EOkRkyMNEa4baDibCibTVvzDoQNMiaAIXUJ8q5HHMzwgTge80kwmMIB2p6q9srvagiaL0xA/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;box-sizing: border-box;" data-type="png"  /></section></section></section></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="margin: 10px 0%;text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 75%;vertical-align: top;height: auto;background-color: rgba(255, 255, 255, 0);border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);padding: 10px 10px 10px 0px;box-sizing: border-box;"><section style="box-sizing: border-box;" powered-by="gulangu"><section style="display: flex;flex-flow: row nowrap;margin: -5px 0% 0px;box-sizing: border-box;"><section style="display: inline-block;vertical-align: top;width: auto;min-width: 10%;max-width: 100%;flex: 0 0 auto;height: auto;align-self: flex-start;background-color: rgb(255, 255, 255);margin: 0px 0px 0px -10px;padding: 0px 5px 0px 0px;box-sizing: border-box;"><section style="text-align: justify;font-size: 34px;font-family: Optima-Regular, PingFangTC-light;line-height: 1;color: rgb(203, 160, 121);box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">1</strong></p></section></section><section style="display: inline-block;vertical-align: middle;width: auto;flex: 100 100 0%;align-self: center;height: auto;padding: 0px;margin: 0px;background-color: rgba(254, 255, 255, 0);border-width: 0px;box-sizing: border-box;"><section style="text-align: right;justify-content: flex-end;margin: 0px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="text-align: justify;padding: 0px 5px;letter-spacing: 1px;color: rgb(203, 160, 121);box-sizing: border-box;"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">猜想一、<span style="background-color: rgba(255, 255, 255, 0);box-sizing: border-box;">短期内网约车公司想迎回司机不容易</span></p></section></section></section></section></section><section style="text-align: right;font-size: 0px;justify-content: flex-end;margin: 0px 0% -15px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 8px;height: 8px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);border-radius: 0px;border-width: 0px;border-style: none;border-color: rgb(255, 255, 255);box-sizing: border-box;line-height: 0;"><br  /></section></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;padding: 15px;background-color: rgb(255, 255, 255);box-shadow: rgb(145, 112, 101) 0px 0px 0px;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;font-size: 14px;line-height: 1.8;letter-spacing: 1.8px;padding: 0px;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">Uber和Lyft在迎回网约车司机方面都面临巨大的挑战。他们不仅会收到一系列的负面消息，还会遇到前所未有的、来自新供应方的竞争。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">对于网约车司机而言，曾经投身外卖配送服务是一条退路，因为网约车的收益要高得多。但是，如今驾驶员发现配送外卖和杂货的收益都跟网约车的收益差不多、甚至更高。只需要看看DoorDash平台（译者注：美国跑腿外送独角兽企业）司机在2020年4月19日至2020年5月17日的四个星期内的收入情况就能发现这一现象。</p></section></section></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: middle;width: 35%;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 1px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section></section><section style="display: inline-block;vertical-align: middle;width: 35%;border-left: 0px solid rgb(203, 160, 121);border-bottom-left-radius: 0px;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: right;justify-content: flex-end;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 60px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgba(0, 0, 0, 0);box-sizing: border-box;"><section style="text-align: left;margin: 6px 0% 0px;transform: rotateY(180deg);justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 95%;height: auto;box-sizing: border-box;"><img data-ratio="0.9404145" data-w="772" src="http://mmbiz.qpic.cn/mmbiz_png/Eker88LnIlziaENGhFmubtLpNice73gHe0zOwF4OJsH6LpaF6QOlb23GEwzsOG1WnibPBBJKMJkTV1kgnJibAgXtvg/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section></section></section></section></section><section style="text-align: center;justify-content: center;margin: 0px 0% 10px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;margin: 0px 0% -15px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 15px;height: 15px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section><section style="justify-content: center;margin: 0px 0% -10px;transform: translate3d(10px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;vertical-align: top;background-color: rgb(241, 233, 227);height: auto;padding: 10px;box-sizing: border-box;"><section style="margin-top: 10px;margin-bottom: 10px;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;box-sizing: border-box;"><img data-ratio="0.5268519" data-w="1080" src="http://mmbiz.qpic.cn/mmbiz_png/mee9Bdh9Tia8vTyUmw73EOkRkyMNEa4baAgAB2DwYFObpyaZV4Jtia45UHPbr2oGNH7Qbmoqp87pT0iahtqREwPww/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;box-sizing: border-box;" data-type="png"  /></section></section><section style="text-align: left;font-size: 14px;color: rgb(200, 166, 32);box-sizing: border-box;" powered-by="gulangu"><p style="margin: 0px;padding: 0px;box-sizing: border-box;">图五、全国范围内DoorDash司机每小时收入</p></section></section></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;padding: 15px;background-color: rgb(255, 255, 255);box-shadow: rgb(145, 112, 101) 0px 0px 0px;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;font-size: 14px;line-height: 1.8;letter-spacing: 1.8px;padding: 0px;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">尽管DoorDash司机的时薪仍比网约车司机少，但收入差距比以往任何时候都要小。送货司机不会像网约车司机一样面临健康风险。此外，聪明的司机在DoorDash上接单的时候会更有策略性，这将进一步增加他们的收入。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">更有意思的是，在同一时段内，杂货配送平台的司机收入要比网约车司机收入高。</p></section></section></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: middle;width: 35%;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 1px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section></section><section style="display: inline-block;vertical-align: middle;width: 35%;border-left: 0px solid rgb(203, 160, 121);border-bottom-left-radius: 0px;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: right;justify-content: flex-end;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 60px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgba(0, 0, 0, 0);box-sizing: border-box;"><section style="text-align: left;margin: 6px 0% 0px;transform: rotateY(180deg);justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 95%;height: auto;box-sizing: border-box;"><img data-ratio="0.9404145" data-w="772" src="http://mmbiz.qpic.cn/mmbiz_png/Eker88LnIlziaENGhFmubtLpNice73gHe0zOwF4OJsH6LpaF6QOlb23GEwzsOG1WnibPBBJKMJkTV1kgnJibAgXtvg/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section></section></section></section></section><section style="text-align: center;justify-content: center;margin: 0px 0% 10px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;margin: 0px 0% -15px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 15px;height: 15px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section><section style="justify-content: center;margin: 0px 0% -10px;transform: translate3d(10px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;vertical-align: top;background-color: rgb(241, 233, 227);height: auto;padding: 10px;box-sizing: border-box;"><section style="margin-top: 10px;margin-bottom: 10px;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;box-sizing: border-box;"><img data-ratio="0.5546296" data-w="1080" src="http://mmbiz.qpic.cn/mmbiz_png/mee9Bdh9Tia8vTyUmw73EOkRkyMNEa4bao7XZicyG44E8TkMV4FcKIJ4xnCMfJEalUKnLw3IIoFe5qibcyIxP49icA/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;box-sizing: border-box;" data-type="png"  /></section></section><section style="text-align: justify;font-size: 14px;color: rgb(200, 166, 32);letter-spacing: 1px;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">图六、全国范围内Instacart（译者注：Instacart是美国杂货配送平台，主要是跑腿代购，包括生鲜食品、日常用品等）司机每小时收入</p></section></section></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;padding: 15px;background-color: rgb(255, 255, 255);box-shadow: rgb(145, 112, 101) 0px 0px 0px;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;font-size: 14px;line-height: 1.8;letter-spacing: 1.8px;padding: 0px;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">从图六可以看到，在4月和5月的几周里，杂货配送员的收入比网约车司机高，而他们所付出的成本却很少得多，因为他们不必开车巡游，只需要完成点对点的配送任务。因此，驾驶员可以节省大量的汽油、车辆保养、车辆维修和折旧费用。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">网约车司机也很有可能待在家里，因为他们至少可以在接下来的几个月内领取失业救济金。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">考虑到供应方的竞争（主要来自送餐平台和杂货配送平台）加剧、司机对疫情的担忧以及失业救济补贴，传统的网约车公司在招募司机方面可能面临一次艰难的挑战。</p></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="margin: 10px 0%;text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 75%;vertical-align: top;height: auto;background-color: rgba(255, 255, 255, 0);border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);padding: 10px 0px 10px 10px;box-sizing: border-box;"><section style="box-sizing: border-box;" powered-by="gulangu"><section style="display: flex;flex-flow: row nowrap;margin: -5px 0% 0px;box-sizing: border-box;"><section style="display: inline-block;vertical-align: top;width: auto;flex: 100 100 0%;height: auto;align-self: flex-start;background-color: rgba(254, 255, 255, 0);margin: 0px;padding: 0px 5px 0px 0px;border-width: 0px;box-sizing: border-box;"><section style="text-align: right;justify-content: flex-end;margin: 0px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="padding: 0px 5px;letter-spacing: 1px;color: rgb(203, 160, 121);box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;">猜想二、网约车公司的司机激励补贴支出将增加，这可能会导致网约车公司总体抽成率的下降</p></section></section></section><section style="display: inline-block;vertical-align: middle;width: auto;flex: 0 0 auto;align-self: center;min-width: 10%;max-width: 100%;height: auto;padding: 0px;margin: 0px -10px 0px 0px;background-color: rgb(255, 255, 255);border-width: 0px;box-sizing: border-box;"><section style="text-align: justify;font-size: 34px;font-family: Optima-Regular, PingFangTC-light;line-height: 1;color: rgb(203, 160, 121);box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">2</strong></p></section></section></section></section><section style="text-align: left;font-size: 0px;justify-content: flex-start;margin: 0px 0% -15px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 8px;height: 8px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);border-radius: 0px;border-width: 0px;border-style: none;border-color: rgb(255, 255, 255);box-sizing: border-box;line-height: 0;"><br  /></section></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;padding: 15px;background-color: rgb(255, 255, 255);box-shadow: rgb(145, 112, 101) 0px 0px 0px;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;font-size: 14px;line-height: 1.8;letter-spacing: 1.8px;padding: 0px;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">Uber财报中最重要的一个指标就是平台的抽成率（译者注：Take rate，通常是指是收取的交易费用占交易价值的百分比，在这里是网约车平台从乘车费用中抽取分成的比例），被定义为调整后的净收益占总订单量的百分比。在图七中，可以发现Uber一直在逐步提高其抽成率。</p></section></section></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: middle;width: 35%;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 1px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section></section><section style="display: inline-block;vertical-align: middle;width: 35%;border-left: 0px solid rgb(203, 160, 121);border-bottom-left-radius: 0px;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: right;justify-content: flex-end;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 60px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgba(0, 0, 0, 0);box-sizing: border-box;"><section style="text-align: left;margin: 6px 0% 0px;transform: rotateY(180deg);justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 95%;height: auto;box-sizing: border-box;"><img data-ratio="0.9404145" data-w="772" src="http://mmbiz.qpic.cn/mmbiz_png/Eker88LnIlziaENGhFmubtLpNice73gHe0zOwF4OJsH6LpaF6QOlb23GEwzsOG1WnibPBBJKMJkTV1kgnJibAgXtvg/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section></section></section></section></section><section style="text-align: center;justify-content: center;margin: 0px 0% 10px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;margin: 0px 0% -15px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 15px;height: 15px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section><section style="justify-content: center;margin: 0px 0% -10px;transform: translate3d(10px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;vertical-align: top;background-color: rgb(241, 233, 227);height: auto;padding: 10px;box-sizing: border-box;"><section style="margin-top: 10px;margin-bottom: 10px;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;box-sizing: border-box;"><img data-ratio="0.4962963" data-w="1080" src="http://mmbiz.qpic.cn/mmbiz_png/mee9Bdh9Tia8vTyUmw73EOkRkyMNEa4ba9KiadZAJB2l3xQEfYwXRmezqciaOIa02Eh8e7sM4icMK7ibT09enHu4tuA/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;box-sizing: border-box;" data-type="png"  /></section></section><section style="text-align: justify;font-size: 14px;color: rgb(200, 166, 32);box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">图七、Uber抽成率的变化</p></section></section></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;padding: 15px;background-color: rgb(255, 255, 255);box-shadow: rgb(145, 112, 101) 0px 0px 0px;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;font-size: 14px;line-height: 1.8;letter-spacing: 1.8px;padding: 0px;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">Uber和Lyft主要会采用两种方法来提高其抽成率，其中一种是削减司机的基本工资或奖金。我们来看看Uber第一季度财报中GAAP与非GAAP的财务对账情况的变化趋势（译者注：GAAP全称为Generally Accepted Accounting Principle，通用会计准则，这里的非GAAP是未经审计而披露的数据，其中就包括薪酬等开销）。</p></section></section></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: middle;width: 35%;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 1px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section></section><section style="display: inline-block;vertical-align: middle;width: 35%;border-left: 0px solid rgb(203, 160, 121);border-bottom-left-radius: 0px;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: right;justify-content: flex-end;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 60px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgba(0, 0, 0, 0);box-sizing: border-box;"><section style="text-align: left;margin: 6px 0% 0px;transform: rotateY(180deg);justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 95%;height: auto;box-sizing: border-box;"><img data-ratio="0.9404145" data-w="772" src="http://mmbiz.qpic.cn/mmbiz_png/Eker88LnIlziaENGhFmubtLpNice73gHe0zOwF4OJsH6LpaF6QOlb23GEwzsOG1WnibPBBJKMJkTV1kgnJibAgXtvg/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section></section></section></section></section><section style="text-align: center;justify-content: center;margin: 0px 0% 10px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;margin: 0px 0% -15px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 15px;height: 15px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section><section style="justify-content: center;margin: 0px 0% -10px;transform: translate3d(10px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;vertical-align: top;background-color: rgb(241, 233, 227);height: auto;padding: 10px;box-sizing: border-box;"><section style="margin-top: 10px;margin-bottom: 10px;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;box-sizing: border-box;"><img data-ratio="0.1533101" data-w="574" src="http://mmbiz.qpic.cn/mmbiz_png/mee9Bdh9Tia8vTyUmw73EOkRkyMNEa4baKN4blSXO6coUpekL8qTXRFibDnLdzgdcbkiaJ6uYZwuwzwhBkqc12cyQ/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;box-sizing: border-box;" data-type="png"  /></section></section><section style="text-align: justify;font-size: 14px;color: rgb(200, 166, 32);box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">图八、Uber近年来的财务对账情况</p></section></section></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;padding: 15px;background-color: rgb(255, 255, 255);box-shadow: rgb(145, 112, 101) 0px 0px 0px;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;font-size: 14px;line-height: 1.8;letter-spacing: 1.8px;padding: 0px;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">在图八中，我们看到除了2019年第四季度（冬季）的季节性波动以外，Uber在激励司机上路方面的开销越来越少，因为用于司机的外部开销和司机猎头的费用都在下降。但是，如果Uber难以吸引司机（因为司机们有很多其他的就业机会），Uber就要花更多的钱用来激励司机，这就会导致Uber平台抽成率的降低。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">过去，Uber总是能够为激励司机提供充足的资金，但是，在疫情尚未消退、司机尚不能确保自身健康安全的时候，Uber不太可能主动地鼓励司机工作。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">作为替代，Uber推出了新冠疫情响应计划并花费了数百万美元。图八展示了Uber在2020年第一季度用于新冠疫情的1900万美元支出，我们知道这些支出在第二季度还会有所增加。</p></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="margin: 10px 0%;text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 75%;vertical-align: top;height: auto;background-color: rgba(255, 255, 255, 0);border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);padding: 10px 10px 10px 0px;box-sizing: border-box;"><section style="box-sizing: border-box;" powered-by="gulangu"><section style="display: flex;flex-flow: row nowrap;margin: -5px 0% 0px;box-sizing: border-box;"><section style="display: inline-block;vertical-align: top;width: auto;min-width: 10%;max-width: 100%;flex: 0 0 auto;height: auto;align-self: flex-start;background-color: rgb(255, 255, 255);margin: 0px 0px 0px -10px;padding: 0px 5px 0px 0px;box-sizing: border-box;"><section style="text-align: justify;font-size: 34px;font-family: Optima-Regular, PingFangTC-light;line-height: 1;color: rgb(203, 160, 121);box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">3</strong></p></section></section><section style="display: inline-block;vertical-align: middle;width: auto;flex: 100 100 0%;align-self: center;height: auto;padding: 0px;margin: 0px;background-color: rgba(254, 255, 255, 0);border-width: 0px;box-sizing: border-box;"><section style="text-align: right;justify-content: flex-end;margin: 0px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="text-align: justify;padding: 0px 5px;letter-spacing: 1px;color: rgb(203, 160, 121);box-sizing: border-box;"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">猜想三、Uber和Lyft将竞争将转向拼服务质量，而非拼价格</p></section></section></section></section></section><section style="text-align: right;font-size: 0px;justify-content: flex-end;margin: 0px 0% -15px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 8px;height: 8px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);border-radius: 0px;border-width: 0px;border-style: none;border-color: rgb(255, 255, 255);box-sizing: border-box;line-height: 0;"><br  /></section></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;padding: 15px;background-color: rgb(255, 255, 255);box-shadow: rgb(145, 112, 101) 0px 0px 0px;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;font-size: 14px;line-height: 1.8;letter-spacing: 1.8px;padding: 0px;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">过去，网约车业务是一场价格大战，每家公司都试图以更低的价格提供服务以吸引客流。然而在2019年，Uber和Lyft都在缓慢提高价格——我们甚至都没有注意到。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">这是因为网约车需求缺少弹性。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">我们再来看看经济学家Steve Levitt的理解，Steve Levitt在播客中详细解读了网约车行业的经济状况。他说：</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><span style="color: rgb(200, 166, 32);box-sizing: border-box;"><em style="box-sizing: border-box;">“对于网约车，需求弹性我们通常估算为一个数字，比如-0.6或-0.7，这是什么意思呢？这意味着，当Uber价格上涨一倍时，Uber的需求仅下降了40%。这就是经济学家所谓的非弹性需求。缺乏弹性的需求表明人们对价格不是很敏感。”</em></span></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">因此，基于非弹性需求原则，即使经济紧缩且消费者的可支配收入少，他们仍然可能愿意为网约车支付与疫情前一样、甚至更高的费用。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">如果您最近一直在关注Uber的营销，你会发现他现在更关注品牌的声誉，而不是价格的低廉。Uber是第一个发布安全报告的网约车公司，因为公司高层知道他们能够并将持续改善他们的安全指标。当他们推进这一计划的时候，就会去找到他们的安全问题，并改进安全隐患。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">同样的，在新冠疫情期间的公共卫生安全方面，Uber也会对此采用相同的策略。公司将花费数百万美元为司机提供个人防护装备和消毒剂，还将花费数百万美元用于广告宣传，宣传Uber是值得信赖的安全品牌。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">在这些措施的作用下，后疫情时代Uber的价格非但不会下降，还会逐步提升。同时Uber会提供更多的优质服务选项，而这些选项的抽成率会远高于UberX（Uber的快车服务）。</p></section></section></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: middle;width: 35%;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 1px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section></section><section style="display: inline-block;vertical-align: middle;width: 35%;border-left: 0px solid rgb(203, 160, 121);border-bottom-left-radius: 0px;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: right;justify-content: flex-end;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 60px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgba(0, 0, 0, 0);box-sizing: border-box;"><section style="text-align: left;margin: 6px 0% 0px;transform: rotateY(180deg);justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 95%;height: auto;box-sizing: border-box;"><img data-ratio="0.9404145" data-w="772" src="http://mmbiz.qpic.cn/mmbiz_png/Eker88LnIlziaENGhFmubtLpNice73gHe0zOwF4OJsH6LpaF6QOlb23GEwzsOG1WnibPBBJKMJkTV1kgnJibAgXtvg/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section></section></section></section></section><section style="text-align: center;justify-content: center;margin: 0px 0% 10px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;margin: 0px 0% -15px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 15px;height: 15px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section><section style="justify-content: center;margin: 0px 0% -10px;transform: translate3d(10px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;vertical-align: top;background-color: rgb(241, 233, 227);height: auto;padding: 10px;box-sizing: border-box;"><section style="margin-top: 10px;margin-bottom: 10px;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;box-sizing: border-box;"><img data-ratio="0.6669922" data-w="1024" src="http://mmbiz.qpic.cn/mmbiz_jpg/mee9Bdh9Tia8QiaQcOPA2rQFv5d4KBXsZ3yH5ff3Eb0jicG61BhYUj0licTTzMloGSu3bRscuM5BZwvsuFHEqqe3pA/640?wx_fmt=jpeg" style="vertical-align: middle;max-width: 100%;box-sizing: border-box;" data-type="jpeg"  /></section></section></section></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="margin: 10px 0%;text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 75%;vertical-align: top;height: auto;background-color: rgba(255, 255, 255, 0);border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);padding: 10px 0px 10px 10px;box-sizing: border-box;"><section style="box-sizing: border-box;" powered-by="gulangu"><section style="display: flex;flex-flow: row nowrap;margin: -5px 0% 0px;box-sizing: border-box;"><section style="display: inline-block;vertical-align: top;width: auto;flex: 100 100 0%;height: auto;align-self: flex-start;background-color: rgba(254, 255, 255, 0);margin: 0px;padding: 0px 5px 0px 0px;border-width: 0px;box-sizing: border-box;"><section style="text-align: right;justify-content: flex-end;margin: 0px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="padding: 0px 5px;letter-spacing: 1px;color: rgb(203, 160, 121);box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;">猜想四、网约车出行需求</p><p style="margin: 0px;padding: 0px;box-sizing: border-box;">会迅速反弹</p></section></section></section><section style="display: inline-block;vertical-align: middle;width: auto;flex: 0 0 auto;align-self: center;min-width: 10%;max-width: 100%;height: auto;padding: 0px;margin: 0px -10px 0px 0px;background-color: rgb(255, 255, 255);border-width: 0px;box-sizing: border-box;"><section style="text-align: justify;font-size: 34px;font-family: Optima-Regular, PingFangTC-light;line-height: 1;color: rgb(203, 160, 121);box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">4</strong></p></section></section></section></section><section style="text-align: left;font-size: 0px;justify-content: flex-start;margin: 0px 0% -15px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 8px;height: 8px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);border-radius: 0px;border-width: 0px;border-style: none;border-color: rgb(255, 255, 255);box-sizing: border-box;line-height: 0;"><br  /></section></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;padding: 15px;background-color: rgb(255, 255, 255);box-shadow: rgb(145, 112, 101) 0px 0px 0px;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;font-size: 14px;line-height: 1.8;letter-spacing: 1.8px;padding: 0px;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">尽管对于乘车公司来说想要迎回司机很难，但有很多迹象表明，出行需求已经开始反弹，而且很快就会反弹。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">让我们来看看各个市场的网约车司机的收入，从而来了解需求变化的情况。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">我们先来看看亚特兰大的司机收入情况。</p></section></section></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: middle;width: 35%;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 1px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section></section><section style="display: inline-block;vertical-align: middle;width: 35%;border-left: 0px solid rgb(203, 160, 121);border-bottom-left-radius: 0px;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: right;justify-content: flex-end;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 60px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgba(0, 0, 0, 0);box-sizing: border-box;"><section style="text-align: left;margin: 6px 0% 0px;transform: rotateY(180deg);justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 95%;height: auto;box-sizing: border-box;"><img data-ratio="0.9404145" data-w="772" src="http://mmbiz.qpic.cn/mmbiz_png/Eker88LnIlziaENGhFmubtLpNice73gHe0zOwF4OJsH6LpaF6QOlb23GEwzsOG1WnibPBBJKMJkTV1kgnJibAgXtvg/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section></section></section></section></section><section style="text-align: center;justify-content: center;margin: 0px 0% 10px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;margin: 0px 0% -15px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 15px;height: 15px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section><section style="justify-content: center;margin: 0px 0% -10px;transform: translate3d(10px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;vertical-align: top;background-color: rgb(241, 233, 227);height: auto;padding: 10px;box-sizing: border-box;"><section style="margin-top: 10px;margin-bottom: 10px;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;box-sizing: border-box;"><img data-ratio="0.5611111" data-w="1080" src="http://mmbiz.qpic.cn/mmbiz_png/mee9Bdh9Tia8vTyUmw73EOkRkyMNEa4baWQHtHRsibxVAebtrSll41JRjkcCXnicpg6hCpcDFbcY5KBPCTOy5F9Aw/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;box-sizing: border-box;" data-type="png"  /></section></section><section style="text-align: justify;font-size: 14px;color: rgb(200, 166, 32);box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">图九、亚特兰大网约车司机每小时的收入中位数</p></section></section></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;padding: 15px;background-color: rgb(255, 255, 255);box-shadow: rgb(145, 112, 101) 0px 0px 0px;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;font-size: 14px;line-height: 1.8;letter-spacing: 1.8px;padding: 0px;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">在这里，我们可以看到3月中旬的司机收入急剧下降，随后收入逐渐恢复，甚至超过了疫情之前的水平。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">这样的现象背后有两种可能的供需关系，一种是供给持续下降，下降速度快于需求下降；另一种是供给下降而需求开始回升。我们可以从其他的数据源来了解现在正在发生的变化，苹果的出行趋势数据让我们能更好地了解人们如何在城市内重新移动。让我们来看一下亚特兰大的数据。</p></section></section></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: middle;width: 35%;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 1px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section></section><section style="display: inline-block;vertical-align: middle;width: 35%;border-left: 0px solid rgb(203, 160, 121);border-bottom-left-radius: 0px;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: right;justify-content: flex-end;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 60px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgba(0, 0, 0, 0);box-sizing: border-box;"><section style="text-align: left;margin: 6px 0% 0px;transform: rotateY(180deg);justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 95%;height: auto;box-sizing: border-box;"><img data-ratio="0.9404145" data-w="772" src="http://mmbiz.qpic.cn/mmbiz_png/Eker88LnIlziaENGhFmubtLpNice73gHe0zOwF4OJsH6LpaF6QOlb23GEwzsOG1WnibPBBJKMJkTV1kgnJibAgXtvg/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section></section></section></section></section><section style="text-align: center;justify-content: center;margin: 0px 0% 10px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;margin: 0px 0% -15px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 15px;height: 15px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section><section style="justify-content: center;margin: 0px 0% -10px;transform: translate3d(10px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;vertical-align: top;background-color: rgb(241, 233, 227);height: auto;padding: 10px;box-sizing: border-box;"><section style="margin-top: 10px;margin-bottom: 10px;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;box-sizing: border-box;"><img data-ratio="0.8895782" data-w="806" src="http://mmbiz.qpic.cn/mmbiz_png/mee9Bdh9Tia8vTyUmw73EOkRkyMNEa4ba8y1oguiayR7302FQUm7yx4sHNyHcMU9bVM9G1akSgjXUosQd1yjjiaiaQ/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;box-sizing: border-box;" data-type="png"  /></section></section><section style="text-align: justify;font-size: 14px;color: rgb(200, 166, 32);box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">图十、亚特兰大出行趋势</p></section></section></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;padding: 15px;background-color: rgb(255, 255, 255);box-shadow: rgb(145, 112, 101) 0px 0px 0px;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;font-size: 14px;line-height: 1.8;letter-spacing: 1.8px;padding: 0px;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">我们可以发现，自四月以来，驾车和步行活动都在稳步增长，逐步恢复到疫情前的水平。这表明乘车需求正在回升。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">我们还可以直接查看Uber和Lyft发布的收益数据。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">在Uber的2020年第一季度财报中，首席执行官Dara Khosrowshahi表示，亚特兰大的出行量每周都在增加。他还表示，相比于处于出行量最低位的四月第一周，四月最后一周的出行量增长了43%。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">在Lyft的2020年第一季度财报中，首席执行官Logan Green表示，公司从4月5日到5月3日出行量增长了35%。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">在亚特兰大，我们看到司机收入也在反弹，甚至超过了2020年的峰值，达到了每小时17.83美元（该州复工复产的第一周）。我们还可以看到，驾驶员的收入与出行需求的增长趋势一致。</p></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="margin: 10px 0%;text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 75%;vertical-align: top;height: auto;background-color: rgba(255, 255, 255, 0);border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);padding: 10px 10px 10px 0px;box-sizing: border-box;"><section style="box-sizing: border-box;" powered-by="gulangu"><section style="display: flex;flex-flow: row nowrap;margin: -5px 0% 0px;box-sizing: border-box;"><section style="display: inline-block;vertical-align: top;width: auto;min-width: 10%;max-width: 100%;flex: 0 0 auto;height: auto;align-self: flex-start;background-color: rgb(255, 255, 255);margin: 0px 0px 0px -10px;padding: 0px 5px 0px 0px;box-sizing: border-box;"><section style="text-align: justify;font-size: 34px;font-family: Optima-Regular, PingFangTC-light;line-height: 1;color: rgb(203, 160, 121);box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">5</strong></p></section></section><section style="display: inline-block;vertical-align: middle;width: auto;flex: 100 100 0%;align-self: center;height: auto;padding: 0px;margin: 0px;background-color: rgba(254, 255, 255, 0);border-width: 0px;box-sizing: border-box;"><section style="text-align: right;justify-content: flex-end;margin: 0px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="text-align: justify;padding: 0px 5px;letter-spacing: 1px;color: rgb(203, 160, 121);box-sizing: border-box;"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">猜想五、消费者会选择网约车替代公共交通</p></section></section></section></section></section><section style="text-align: right;font-size: 0px;justify-content: flex-end;margin: 0px 0% -15px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 8px;height: 8px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);border-radius: 0px;border-width: 0px;border-style: none;border-color: rgb(255, 255, 255);box-sizing: border-box;line-height: 0;"><br  /></section></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;padding: 15px;background-color: rgb(255, 255, 255);box-shadow: rgb(145, 112, 101) 0px 0px 0px;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;font-size: 14px;line-height: 1.8;letter-spacing: 1.8px;padding: 0px;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">在图十的出行趋势中我们可以看到，虽然驾车和步行活动都在增加，但公共交通一直保持在较为低迷的水平。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">这是因为随着人们在城市中移动，大家会尽可能避免到人群聚集的地方。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">Gridwise团队在四月下旬进行了一项研究，以更好地了解城市交通出行习惯。他们发现在居家令取消后，采用公共交通上下班的乘客减少了23.37%。以休闲为目的的公共交通出行量也减少了31.49%。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">随着越来越多的城市复工复产，人们开始回到办公室，我们预计人们会继续规避人群聚集而减少公共交通的使用，驾驶员的收入还将继续增长。</p></section></section></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: middle;width: 35%;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 1px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section></section><section style="display: inline-block;vertical-align: middle;width: 35%;border-left: 0px solid rgb(203, 160, 121);border-bottom-left-radius: 0px;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: right;justify-content: flex-end;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 60px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgba(0, 0, 0, 0);box-sizing: border-box;"><section style="text-align: left;margin: 6px 0% 0px;transform: rotateY(180deg);justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 95%;height: auto;box-sizing: border-box;"><img data-ratio="0.9404145" data-w="772" src="http://mmbiz.qpic.cn/mmbiz_png/Eker88LnIlziaENGhFmubtLpNice73gHe0zOwF4OJsH6LpaF6QOlb23GEwzsOG1WnibPBBJKMJkTV1kgnJibAgXtvg/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section></section></section></section></section><section style="text-align: center;justify-content: center;margin: 0px 0% 10px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;margin: 0px 0% -15px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 15px;height: 15px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section><section style="justify-content: center;margin: 0px 0% -10px;transform: translate3d(10px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;vertical-align: top;background-color: rgb(241, 233, 227);height: auto;padding: 10px;box-sizing: border-box;"><section style="margin-top: 10px;margin-bottom: 10px;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;box-sizing: border-box;"><img data-ratio="0.6666667" data-w="1080" src="http://mmbiz.qpic.cn/mmbiz_jpg/mee9Bdh9Tia8QiaQcOPA2rQFv5d4KBXsZ31Vic0XaT6CYy8PfDNicGvKP1M9RU4luEJMECG54o8rU3ibhbvj5Ps8VXQ/640?wx_fmt=jpeg" style="vertical-align: middle;max-width: 100%;box-sizing: border-box;" data-type="jpeg"  /></section></section></section></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="margin: 10px 0%;text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 75%;vertical-align: top;height: auto;background-color: rgba(255, 255, 255, 0);border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);padding: 10px 0px 10px 10px;box-sizing: border-box;"><section style="box-sizing: border-box;" powered-by="gulangu"><section style="display: flex;flex-flow: row nowrap;margin: -5px 0% 0px;box-sizing: border-box;"><section style="display: inline-block;vertical-align: top;width: auto;flex: 100 100 0%;height: auto;align-self: flex-start;background-color: rgba(254, 255, 255, 0);margin: 0px;padding: 0px 5px 0px 0px;border-width: 0px;box-sizing: border-box;"><section style="text-align: right;justify-content: flex-end;margin: 0px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="padding: 0px 5px;letter-spacing: 1px;color: rgb(203, 160, 121);box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;">猜想六、网约车公司会继续关注外卖业务并且巩固这一市场</p></section></section></section><section style="display: inline-block;vertical-align: middle;width: auto;flex: 0 0 auto;align-self: center;min-width: 10%;max-width: 100%;height: auto;padding: 0px;margin: 0px -10px 0px 0px;background-color: rgb(255, 255, 255);border-width: 0px;box-sizing: border-box;"><section style="text-align: justify;font-size: 34px;font-family: Optima-Regular, PingFangTC-light;line-height: 1;color: rgb(203, 160, 121);box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">6</strong></p></section></section></section></section><section style="text-align: left;font-size: 0px;justify-content: flex-start;margin: 0px 0% -15px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 8px;height: 8px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);border-radius: 0px;border-width: 0px;border-style: none;border-color: rgb(255, 255, 255);box-sizing: border-box;line-height: 0;"><br  /></section></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;padding: 15px;background-color: rgb(255, 255, 255);box-shadow: rgb(145, 112, 101) 0px 0px 0px;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;font-size: 14px;line-height: 1.8;letter-spacing: 1.8px;padding: 0px;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">在过去的几个月中，疫情迫使大多数美国人待在家里，因此食品和杂货的配送需求猛增，而且随着复工复产，这样的需求并不会消失。根据Gridwise的数据，到2020年后，大多数美国人将继续使用食物配送和杂货配送服务。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">从图五、图六中送餐送货司机收入不断增长也可以推测，送餐送货等外卖业务需求比以往任何时候都高。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">考虑到这一点，我们预计网约车行业巨头也会关注外卖业务，并巩固这一市场。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">Uber正在尝试收购Grubhub，原因有两个：一是为了保持竞争优势。Uber知道，如果不是某一行业的龙头，那么在这个市场获利就极为困难，相较于原生的Uber Eats业务，通过对Grubhub的收购，Uber能更低价也更轻松地占据美国外卖市场55%的份额。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">其次，如果没有庞大的规模支撑，一家外卖配送企业要想盈利是非常困难的。Grubhub作为该领域的龙头企业，即使是疫情带来需求激增，它还仍在盈亏线附近挣扎。这是因为运作这些平台的间接费用非常高，但是通过合并，许多费用可以迅速削减，这就能带来盈利路径。</p></section></section></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: middle;width: 35%;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 1px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section></section><section style="display: inline-block;vertical-align: middle;width: 35%;border-left: 0px solid rgb(203, 160, 121);border-bottom-left-radius: 0px;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: right;justify-content: flex-end;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 60px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgba(0, 0, 0, 0);box-sizing: border-box;"><section style="text-align: left;margin: 6px 0% 0px;transform: rotateY(180deg);justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 95%;height: auto;box-sizing: border-box;"><img data-ratio="0.9404145" data-w="772" src="http://mmbiz.qpic.cn/mmbiz_png/Eker88LnIlziaENGhFmubtLpNice73gHe0zOwF4OJsH6LpaF6QOlb23GEwzsOG1WnibPBBJKMJkTV1kgnJibAgXtvg/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section></section></section></section></section><section style="text-align: center;justify-content: center;margin: 0px 0% 10px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;margin: 0px 0% -15px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 15px;height: 15px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section><section style="justify-content: center;margin: 0px 0% -10px;transform: translate3d(10px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;vertical-align: top;background-color: rgb(241, 233, 227);height: auto;padding: 10px;box-sizing: border-box;"><section style="margin-top: 10px;margin-bottom: 10px;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;box-sizing: border-box;"><img data-ratio="0.6666667" data-w="1080" src="http://mmbiz.qpic.cn/mmbiz_jpg/mee9Bdh9Tia8QiaQcOPA2rQFv5d4KBXsZ3AQYzRNhXhtZiaRkgPY6cyW4P7UDaMiatuVFISpJVbWgLqdQjSCicBz7yg/640?wx_fmt=jpeg" style="vertical-align: middle;max-width: 100%;box-sizing: border-box;" data-type="jpeg"  /></section></section></section></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;justify-content: center;margin: 10px 0% 25px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 70px;vertical-align: top;height: auto;box-sizing: border-box;"><section style="margin: 0px 0% -8px;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 100%;height: auto;box-sizing: border-box;"><img data-ratio="0.61" data-w="200" src="http://mmbiz.qpic.cn/mmbiz_png/ebQibMglkFZeY57kwiaBWEoFzamhsiaq4y78OYVSkEXngtCkqvbbG3u7eYcGZcvCOe5l5cpqslY3OoWcicrT2JHiamQ/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section><section style="font-size: 20px;line-height: 1;box-sizing: border-box;" powered-by="gulangu"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">最后</strong></p></section></section></section><section style="margin: 10px 0% 20px;text-align: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: middle;width: 10px;box-sizing: border-box;"><section style="width: 5px;height: 5px;margin-left: 5px;background-color: rgb(203, 160, 121);box-sizing: border-box;line-height: 0;"><br  /></section><section style="width: 5px;height: 5px;background-color: rgb(203, 160, 121);box-sizing: border-box;line-height: 0;"><br  /></section><section style="width: 5px;height: 5px;margin-left: 5px;background-color: rgb(203, 160, 121);box-sizing: border-box;line-height: 0;"><br  /></section></section><section style="display: inline-block;vertical-align: middle;padding: 0px 10px;line-height: 1.8;letter-spacing: 1.8px;box-sizing: border-box;"><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">最后的最后：过渡到新常态</strong></p><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;">网约车行业能够生存并发展</strong></p></section><section style="display: inline-block;vertical-align: middle;width: 10px;box-sizing: border-box;"><section style="width: 5px;height: 5px;background-color: rgb(203, 160, 121);box-sizing: border-box;line-height: 0;"><br  /></section><section style="width: 5px;height: 5px;margin-left: 5px;background-color: rgb(203, 160, 121);box-sizing: border-box;line-height: 0;"><br  /></section><section style="width: 5px;height: 5px;background-color: rgb(203, 160, 121);box-sizing: border-box;line-height: 0;"><br  /></section></section></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;padding: 15px;background-color: rgb(255, 255, 255);box-shadow: rgb(145, 112, 101) 0px 0px 0px;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;font-size: 14px;line-height: 1.8;letter-spacing: 1.8px;padding: 0px;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">尽管第一季度备受打击，并且疫情消退遥遥无期，但Uber长期来看仍然处于走在成功的道路上。尽管我们还不清楚疫情对网约车行业带来的具体损失，但我们最近研究了后疫情时代乘客是否还会一如既往地使用网约车服务。我们了解到，人们会减少频繁外出，并有超过三分之一的人表示他们会将出行次数减少25%至50%。而采用公共交通上下班的出行会减少23%。以休闲为目的的公共交通出行也会减少31%。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">对于网约车行业来说，这看起来不是个好消息，但根据我们对美国人计划减少公共交通出行的研究发现，我们预计会有更多人从公共交通转向网约车，随着时间的推移，这最终会增加网约车的需求。此外，外卖业务正在蓬勃发展，专家估计这种现象会持续很长一段时间。因此，Uber很可能会适应这种情况，并积极地拓展其外卖配送业务。</p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;">很显然，和其他许多企业一样，Uber今年的开局非常艰难。即使居家令取消，Uber也不可能一夜之间恢复如初。但可以预见的是，Uber的出行需求将逐步而稳定的增长，并随着新的配送业务的拓展，最终迎来新的春天。</p></section></section></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: middle;width: 35%;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 1px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section></section><section style="display: inline-block;vertical-align: middle;width: 35%;border-left: 0px solid rgb(203, 160, 121);border-bottom-left-radius: 0px;height: auto;align-self: center;box-sizing: border-box;"><section style="text-align: right;justify-content: flex-end;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 60px;height: 65px;vertical-align: top;overflow: hidden;background-color: rgba(0, 0, 0, 0);box-sizing: border-box;"><section style="text-align: left;margin: 6px 0% 0px;transform: rotateY(180deg);justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 95%;height: auto;box-sizing: border-box;"><img data-ratio="0.9404145" data-w="772" src="http://mmbiz.qpic.cn/mmbiz_png/Eker88LnIlziaENGhFmubtLpNice73gHe0zOwF4OJsH6LpaF6QOlb23GEwzsOG1WnibPBBJKMJkTV1kgnJibAgXtvg/640?wx_fmt=png" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="png"  /></section></section></section></section></section></section><section style="text-align: center;justify-content: center;margin: 0px 0% 10px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;border-style: solid;border-width: 1px;border-radius: 0px;border-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: left;justify-content: flex-start;margin: 0px 0% -15px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 15px;height: 15px;vertical-align: top;overflow: hidden;background-color: rgb(203, 160, 121);box-sizing: border-box;"><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section><section style="justify-content: center;margin: 0px 0% -10px;transform: translate3d(10px, 0px, 0px);box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;vertical-align: top;background-color: rgb(241, 233, 227);height: auto;padding: 10px;box-sizing: border-box;"><section style="margin-top: 10px;margin-bottom: 10px;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;box-sizing: border-box;"><img data-ratio="0.562963" data-w="1080" src="http://mmbiz.qpic.cn/mmbiz_jpg/mee9Bdh9Tia8QiaQcOPA2rQFv5d4KBXsZ3ArfDXictibKdcQmYt9Y4hRQ9HNenOKtLd21mETvBmVNNtKpgxcTROvZg/640?wx_fmt=jpeg" style="vertical-align: middle;max-width: 100%;box-sizing: border-box;" data-type="jpeg"  /></section></section></section></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;margin: 10px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;width: 12%;height: auto;box-sizing: border-box;"><img data-ratio="0.390625" data-w="256" src="http://mmbiz.qpic.cn/mmbiz_gif/Tr8jMkEoqdh6PPRWNzJtBmic1ZHjvWkaBfNE98Ahs7poD6DibIDnhMUa2t9CqmGaVpFhrHKWPJXGmiblrR6WUx9qA/640?wx_fmt=gif" style="vertical-align: middle;max-width: 100%;width: 100%;box-sizing: border-box;" width="100%" data-type="gif"  /></section></section><section style="text-align: center;box-sizing: border-box;" powered-by="gulangu"><p style="margin: 0px;padding: 0px;box-sizing: border-box;">~END~</p></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;margin: 0px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="max-width: 100%;vertical-align: middle;display: inline-block;line-height: 0;box-sizing: border-box;"><img data-ratio="0.155" data-w="1600" src="http://mmbiz.qpic.cn/mmbiz_gif/qO6r2iaGcicrFM6abWCONiaVyb3xXWYWkeJWAXAVuO87JSVficLHibRLjqBt4BgLicVD5EEtShK6XM7XJo8Osnzqk2SA/640?wx_fmt=gif" style="vertical-align: middle;max-width: 100%;box-sizing: border-box;" data-type="gif"  /></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><section style="text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 90%;vertical-align: top;height: auto;box-sizing: border-box;"><section style="line-height: 1.8;letter-spacing: 1.8px;font-size: 14px;box-sizing: border-box;" powered-by="gulangu"><p style="margin: 0px;padding: 0px;box-sizing: border-box;">小时候</p><p style="margin: 0px;padding: 0px;box-sizing: border-box;">父亲是一座城</p><p style="margin: 0px;padding: 0px;box-sizing: border-box;">又深又远，令人捉摸不透</p><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p><p style="margin: 0px;padding: 0px;box-sizing: border-box;">长大后</p><p style="margin: 0px;padding: 0px;box-sizing: border-box;">城历经风雨，成了古城</p><p style="margin: 0px;padding: 0px;box-sizing: border-box;">散发着不一样的韵味，令人向往</p><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p><p style="margin: 0px;padding: 0px;box-sizing: border-box;">可这又如何？</p><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p><p style="margin: 0px;padding: 0px;box-sizing: border-box;">它已是一个</p><p style="margin: 0px;padding: 0px;box-sizing: border-box;">在节假日才令人驻足的景点</p><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p><p style="margin: 0px;padding: 0px;box-sizing: border-box;">就像父亲 <span style="letter-spacing: 1.8px;box-sizing: border-box;">难以等来你 短暂的回眸</span></p><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><span style="color: rgba(38, 176, 231, 0.79);box-sizing: border-box;"></span></p><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><span style="color: rgba(38, 176, 231, 0.79);box-sizing: border-box;">Happy Father's Day</span></p><p style="margin: 0px;padding: 0px;box-sizing: border-box;"><span style="letter-spacing: 1.8px;box-sizing: border-box;"></span><br style="box-sizing: border-box;"  /></p></section></section></section><section style="margin: 0px 0% -30px;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: top;width: 40%;height: auto;background-color: rgba(239, 233, 207, 0);padding: 15px 10px;box-sizing: border-box;"><section style="transform: translate3d(40px, 0px, 0px);opacity: 0.4;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 100%;vertical-align: top;background-color: rgba(238, 233, 207, 0);padding: 10px;border-style: none;border-width: 3px;border-radius: 0px;border-color: rgb(185, 184, 124);box-sizing: border-box;"><section style="margin: 0px 0%;box-sizing: border-box;" powered-by="gulangu"><section style="box-sizing: border-box;"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section></section></section><section style="display: inline-block;vertical-align: top;width: 20%;align-self: flex-start;height: auto;box-sizing: border-box;line-height: 0;"><section style="line-height: 0;width: 0px;"><svg viewbox="0 0 1 1" style="vertical-align:top;"></svg></section></section><section style="display: inline-block;vertical-align: top;width: 40%;align-self: flex-start;height: auto;box-sizing: border-box;"><section style="margin: 10px 0%;font-size: 24px;text-align: right;opacity: 0.11;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;box-sizing: border-box;"><section style="width: 1.5em;height: 3em;line-height: 3em;border-top-left-radius: 2em;border-bottom-left-radius: 2em;background-color: rgb(203, 160, 121);text-align: center;color: rgb(255, 255, 255);box-sizing: border-box;"><p style="clear: none;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section><img data-ratio="2" data-w="50" src="http://mmbiz.qpic.cn/mmbiz_png/z8YOYicjUiamqxwDScIeiclfAuTHb9URmpf0ic1x8hLhSccnMo4V3d70icpyM2JuiaTics7QFIRZ8UtC5ia7caDicmBG1lA/640?wx_fmt=png" style="box-sizing: border-box;width: 1.5em;float: left;margin-top: -3em;text-align: start;" width="1.5em" data-type="png"  /> </section></section></section></section><section style="box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: top;width: 50%;box-sizing: border-box;"><section style="text-align: left;margin: 0px 0% -70px;justify-content: flex-start;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 145px;height: 145px;vertical-align: top;overflow: hidden;background-color: rgba(234, 215, 161, 0.28);border-radius: 100%;border-width: 1px;border-style: solid dashed;border-color: rgba(239, 233, 207, 0);padding: 0px;box-sizing: border-box;"><section style="box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;vertical-align: middle;width: 1%;box-sizing: border-box;"><section style="text-align: center;box-sizing: border-box;" powered-by="gulangu"><section style="display: inline-block;width: 1px;height: 150px;vertical-align: top;overflow: hidden;box-sizing: border-box;line-height: 0;"><br  /></section></section></section><section style="display: inline-block;vertical-align: middle;width: 99%;padding: 0px 15px;box-sizing: border-box;"><section style="margin: 28px 0% 0px;text-align: center;justify-content: center;box-sizing: border-box;" powered-by="gulangu"><section style="text-align: justify;font-size: 46px;color: rgb(206, 174, 161);letter-spacing: 5px;line-height: 1.5;padding: 0px;text-shadow: rgb(255, 255, 255) 1px 1px, rgb(255, 255, 255) 1px -1px, rgb(255, 255, 255) -1px 1px, rgb(255, 255, 255) -1px -1px, rgb(255, 255, 255) 0px 1.4px, rgb(255, 255, 255) 0px -1.4px, rgb(255, 255, 255) -1.4px 0px, rgb(255, 255, 255) 1.4px 0px;box-sizing: border-box;"><p style="text-align: center;white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><strong style="box-sizing: border-box;"><span style="box-sizing: border-box;">祝</span></strong></p></section></section><section style="text-align: justify;box-sizing: border-box;" powered-by="gulangu"><p style="white-space: normal;margin: 0px;padding: 0px;box-sizing: border-box;"><br style="box-sizing: border-box;"  /></p></section></section></section></section></section></section><section 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