半年收到140多张罚单，高德地图自营打车的“AB面”

东烽财经2025-12-18

北京市交通委员会近日公示的处罚信息显示，12月份截至目前，高德地图运营商高德软件有限公司子公司北京利通出行科技有限公司（简称“北京利通”），已被批量开出23张罚单。记者注意到，今年高德地图在自营网约车业务显著发力，而收到罚单的数量也出现了显著增长。据了解，北京利通是高德软件有限公司全资子公司，运营的火箭出行是高德旗下网约车服务平台，于2022年10月在北京正式上线。公开报道显示，火箭出行一开始就与...

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tickets in half a year, the \"AB side\" of self-operated taxis on AutoNavi Map","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"ALBmain":0.6,"HBBD.SI":0.6},"content_text":"北京市交通委员会近日公示的处罚信息显示，12月份截至目前，高德地图运营商高德软件有限公司子公司北京利通出行科技有限公司（简称“北京利通”），已被批量开出23张罚单。记者注意到，今年高德地图在自营网约车业务显著发力，而收到罚单的数量也出现了显著增长。据了解，北京利通是高德软件有限公司全资子公司，运营的火箭出行是高德旗下网约车服务平台，于2022年10月在北京正式上线。公开报道显示，火箭出行一开始就与北京利通形成了强绑定。多渠道信息均显示，“火箭出行”司机注册要求具备《网络预约出租汽车驾驶员证》和《网络预约出租汽车运输证》。但事实上，今年12月份，北京市交通委员会对北京利通开具处罚，多条处罚事由显示为：提供服务车辆未取得《网络预约出租汽车运输证》。这也并非北京利通首次因此收到相关部门的罚单，仅北京市交通委员会行政许可和行政处罚结果信息公示信息就显示，今年6月至今，北京利通累计行政处罚已经达148条，原因也多为“提供服务车辆未取得《网络预约出租汽车运输证》”。另外，公开报道也显示，近年来，高德地图并未大规模推动自营网约车平台扩张，而是利用地图流量优势做起了网约车聚合平台。公开信息显示，负责北京利通的周海晶曾在阿里巴巴集团从事财务工作，此前公开职务还包括高德地图副总裁、高德软件有限公司首席财务官等。周海晶目前还是高行（天津）管理咨询有限公司（简称“天津高行”）的负责人，这是高德地图投资网约车平台的主要出口。天津高行2021年11月成立至今，4年中投资了携华出行、享道出行、大众出行3个网约车品牌。其中，对携华出行控制力最强，在该品牌运营商杭州携华出行网络科技有限公司直接持股25.71%，是公司第二大股东。在高德地图的加持下，携华出行发展迅速，公司官网显示目前该公司日订单100万，累计注册司机超过230万。而天津高行持股6.46%的享道出行（上海）科技股份有限公司，已于近日正式向港交所递交招股书，拟登陆主板市场。对于高德地图在自营网约车平台的变化，有业内人士告诉记者，这或许可以反映出高德地图在网约车业务上的策略有所调整。“过去高德作为聚合平台，主要是卖平台用户打车的订单，自己在每单总价中抽取一定比例的服务费，这相当于加盟模式，而在平台打车用户数量到达一定基数后，自营平台强势进入，就可以从卖订单转为分配订单，将利润率更高的订单分配给自营平台，将有效提升高德地图的盈利能力。”该人士分析称。公开信息显示，高德地图在打车领域的合作伙伴已经超过100家，在超过300个城市可以调动超过2000万的司机和车辆。作为全国Top级的网约车聚合平台，高德地图强化自营网约车业务，也意味着其身份将从平台赋能者变为行业竞争者。而从高德自身发展的角度看，另有业内人士认为，2021年，高德与饿了么、飞猪整合打造本地生活服务板块，当时高德作为主力曾迎来自己的高光时刻。但去年9月，阿里巴巴集团调整业务板块，将高德地图调到了其他业务板块，这使得高德地图在集团内部的身份变得有些尴尬。“过去高德地图曾经与饿了么等融合打造本地生活服务平台，但该类业务今年已明显转向以淘天为核心的中国电商集团。高德虽然推出了扫街榜和文旅业务，但扫街榜强调永不商业化，文旅业务今年也多次传出解散消息，这意味着出行业务未来仍旧是高德提升盈利能力最主要的突破口。”该人士分析。大众新闻·东烽财经 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