Didi, which was listed on the lightning, pressed the delisting button after half a year of us stock tour. However, the pain of this industry giant who has been in business for 9 years, lost money for 8 consecutive years, and accumulated a loss of 59.3 billion yuan is far from over.
In the 160 days since Didi was removed, Didi's market share has been declining, and many people feel that the era of Didi has passed.
According to the national online ride-hailing supervision information interaction platform, in November, there were 623.099 million orders for online ride-hailing in November, and there were 17 online ride-hailing platforms with a monthly order volume of more than 300,000 orders, and Didi's single volume was still the highest among all platforms, but Didi had two data performance, one was that the decline rate of order volume reached 11%. In addition, the compliance rate of orders only ranks third from the bottom.
In November 2021, the order compliance rate of online ride-hailing platforms with orders of more than 300,000 orders was from high to low, namely Xiangdao Travel, Ruqi Travel, Landao Travel, Timely Car, Shenzhou Chauffeur, Sunshine Travel, T3 Travel, Toto E-Travel, Yihua Travel, Cao Cao Travel, Shouqi Ride-hailing, Bangbang Travel, Meituan Taxi, Wanshun Taxi, Didi Travel, Flower Pig Travel, and Accompanying Orange. The Didi platform is just better than spending piggies traveling and accompanying oranges.
At the same time, competitors are still making efforts, in November, the order volume of Ruqi Travel rose by 18.7%, the order volume of T3 Travel rose by 6.9%, the order volume of Toto E Line rose by 23.7%, and the order volume of Meituan Taxi in November rose by 43.5%. Especially Meituan Travel, under the large subsidies, Meituan is accelerating to seize the market, although it is difficult to shake the status of Didi in the short term, but in the long run, Didi's market share will continue to be eroded, and Didi's shelf time is still difficult to determine.
The most critical thing is that the policy direction for next year has not yet been determined, if the requirements for compliant vehicles are more stringent, then Didi's dark moment will really come, because Didi's vehicle compliance rate is very low, once the regulations are restricted, the Didi platform will be devastated.
Didi has already started the journey to Hong Kong, waiting for didi to return from the end of Qianfan, do not know whether the jianghu at that time is still the jianghu that Didi knows?