The recent development of Didi has always touched the hearts of domestic melon-eating netizens, and everyone wants to know how the country will finally deal with Didi, which ignores the national righteousness. Finally, Didi released its financial reports for the second and third quarters of 2021 on December 31, and under these two financial reports, Didi's already fragmented businesses were hidden.
In just two quarters, Didi's loss reached 54.646 billion, and some professionals analyzed that Didi's loss in 2021 may exceed 100 billion. However, the economic loss is not the biggest loss for Didi, and the two details exposed by Didi indicate that Didi may encounter greater misfortune.
Ali Daniel Zhang stepped down as a director
After Didi experienced many twists and turns, Ali's current CEO Daniel Zhang stepped down as Didi's director and was replaced by Zhang Yi, Ali's senior legal director. Ali's intention is very obvious, that is, he is no longer willing to clean up the mess of Didi, and wants to get rid of the relationship with Didi to prevent being implicated by Didi.
At present, Ali's situation is not optimistic, in the past year, Ali has experienced a series of problems such as anti-monopoly investigations, user information leakage investigations, employee sexual assault cases, etc. Now Ali is also precarious and has no ability to withstand more pressure. If the Didi thing makes Ali also implicated, then Ali will be completely plunged into a catastrophe.
Daniel Zhang stepping down as a director of Didi means that Ali is likely to have planned to divest. Zhang Yi, who was in danger, did not know much about the business, he only came to take care of the aftermath for Ali. Zhang Yi's task is to help Ali fight for more benefits when talking about divestment with Didi on the one hand; on the other hand, to help Ali clear the relationship with Didi before Ali withdraws, and not to let Didi's information security problems implicate Ali.
Ali's divestment is a disaster for Didi
The first is that the stock market will definitely be greatly affected by this, and the reason why Didi can develop to today's volume is inseparable from Ali's investment. Although Didi had already shown amazing development strength at that time, after all, online ride-hailing was an emerging project, and no one knew what the market would develop into in the future.
However, after Ali entered the game, people began to have strong expectations for the follow-up development of Didi, after all, the certification of Ali shows that Didi still has great prospects for development, so everyone also began to frantically follow the investment. And now Ali is planning to withdraw, which shows that Ali has also lost trust in Didi, which may be the last straw to crush Didi, and Didi's stock market may usher in a new round of collapse.
After Didi exposed the information security problem, Didi's market value has plummeted by more than 280 billion yuan, and the stock price has plummeted by 64.71%, which has put Didi on the verge of collapse, and Ali's withdrawal is likely to trigger a new round of divestment frenzy of Didi, and Didi will encounter greater disasters.
Secondly, the reason why Didi can obtain the largest user base in the Chinese market, one of the more important reasons is that there are Didi diversion channels on many of Ali's APP, such as Alipay, Taobao and many of Ali's APP have Didi's diversion channel, and it is with Ali's help that Didi can quickly grow to today's volume. Now once Ali and Didi interrupt cooperation, then Ali's diversion of Didi will also be interrupted, which means that Didi will lose huge traffic support.
Many of Didi's software were removed
In addition to Ali's departure, Didi has also encountered official sanctions, and at present, 25 of Didi's APP have been forcibly removed because of illegal collection of user information, which also means that Didi's business has been affected. At present, the relevant departments are studying how to deal with Didi, and industry insiders pointed out that Didi is likely to be split, after all, Didi's system is too large, and the information system is very comprehensive, which further increases the risk of information leakage.
Splitting Didi to zero can spread the risk. At present, many of Didi's software is already going through the review process, and it is difficult to say whether it will be unsealed in the end. Didi's painstakingly laid out community group buying business has also suffered great changes, because Didi's Orange Heart Preferred has been removed from Didi's major APP, and many people think that this may be a signal that Orange Heart Preferred will be split and self-reliant portal.
Didi once invested tens of billions of yuan to develop the community group buying market, and now the industry has just made some progress, and now Orange Heart Preferred is about to be split out, which is simply a devastating blow to Didi. Once Didi is forced to split, then the business system built by painstaking efforts will collapse, which will be a disaster for Didi, but these are Didi's self-inflicted, if Didi does not take the crooked door and evil way, it will not end up where it is now.
For Didi, the removal of the software is to close the entrance to the traffic, for the didi such a business that makes a fortune by traffic, once the floodgates of traffic are closed, it will eventually gradually collapse.
summary
Overall, Didi's current situation is not optimistic.
On the one hand, its APP continues to be removed, so that Didi's traffic entrance is cut off, if the market can not recover, then Didi will eventually become a pool of backwater; on the other hand, Didi's has now been delisted from the stock market in the United States, and many domestic capital has been withdrawn, the future of Didi's capital problems may become difficult to solve, which is very fatal for an Internet company that needs to spend money.
At this step, I hope that Didi can wake up, realize its own mistakes, cooperate with the investigation of relevant international departments, and actively rectify, so that it may be able to strive for leniency. The relevant state departments did not directly stop Didi's business, just to give Didi the opportunity to reform, hoping that Didi can seize the opportunity and not go back to the old road.
Lost in hemp! After a six-month loss of 54.6 billion yuan, Ali Daniel Zhang stepped down as a director of Didi
After the big wave, the software removed the director resigned, and didi had no way forward