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印尼设置佣金上限威胁电召载客行业盈利，Grab与GoTo前景蒙上阴影

分析师称，该政策可能打击投资者情绪，而此时正值电召载客公司开始扭亏为盈之际。

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Elisa Valenta

Elisa Valenta

Published Mon, May 4, 2026 · 06:35 PM
    • 雅加达方面还宣布，将要求电召载客平台为司机提供意外与健康保险。
    • 雅加达方面还宣布，将要求电召载客平台为司机提供意外与健康保险。 图片来源：路透社

    本文由AI辅助翻译

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    【雅加达】印度尼西亚总统 Prabowo Subianto 决定大幅削减该国的电召载客佣金，此举可能为零工带来了喜讯，但分析师们对包括 Grab Holdings 和 GoTo Group 在内的区域运营商的盈利所受影响表示担忧。

    Prabowo 于5月1日宣布，政府将把电召载客平台收取的佣金上限从20%下调至8%。这项政策旨在改善 电召载客司机的福祉。

    这项在劳动节庆祝活动上公布的法规，还将要求公司为司机提供意外和健康保险。分析师表示，尽管有关该规则的细节仍然有限，但这一政策转变可能会对在东南亚最大经济体运营的电召载客公司的利润率构成压力。

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    IndonesiaGrabGoTo GroupRide-hailingPrabowo Subianto

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