Once upon a time, there were only two ways for people without a private car to get around: by public transport and by taxi. However, both modes of travel have great drawbacks, and sometimes they are not so convenient. As a result, "online car-hailing" came into being, with the advantages of cheap price, thoughtful service, convenience and speed quickly captured the hearts of the public, and the domestic online car hailing market ushered in the spring.
After a brutal money-burning war, Didi finally had the last laugh and became the leader of the ride-hailing industry. At its peak, Didi's market share reached a terrifying 90%, to paraphrase a phrase that is very popular on the Internet recently: Back then, I had my hands in my pockets and didn't know what an opponent was. For Didi in the taxi market, it is a lonely existence.
However, all this was pressed on July 2, 2021, the third day after Didi went public in the United States. The Cybersecurity Review Office reviewed Didi in accordance with the Cybersecurity Review Measures, stopped the registration of new Didi users, and two days later, the "Didi Chuxing" app was required to be removed. Why did Didi suffer such a devastating blow just three days after its listing in the United States?
In July 2021, the CAC found that Didi had committed 16 violations and fined Didi RMB8.026 billion. 在2022年7月国家网信办公布的滴滴16项违法事实中，涵盖违法收集用户手机相册中的截图信息、过度收集用户剪切板信息、过度收集乘客人脸识别信息等8个方面，还发现滴滴公司存在严重影响国家安全的数据处理活动，但因涉及国家安全，依法不公开。
As the saying goes: Blessing is unmatched, and misfortune is not alone. After the "Didi Chuxing" APP was removed, users could only place orders through various mini program entrances, resulting in a large loss of customers. In June 2022, Didi was officially delisted from the main board of the US stock market at $2.29 per share, with its share price falling by more than 80% from the issue price of $14, and its market value evaporated by more than $75 billion.
Just a week after Didi was tragically removed, the Meituan taxi independent app was relaunched after two years, and in just one month, it quickly opened travel service functions in more than 100 cities across the country. In July last year, Huawei, Tencent, and Douyin were all revealed to have a layout in the field of online car hailing. Among them, Huawei and Tencent launched Petal Mobility and Tencent Mobility respectively. 不仅如此，去年，享道出行和如祺出行相继宣布完成超10亿元融资，为了抢占网约车市场备足了弹药。 资本市场纷纷对滴滴的网约车市场份额虎视眈眈。
However, Didi's "bad luck" seems to have come to an end. On January 16, 2023, Didi Chuxing's official Weibo posted that from now on, the registration of new users of "Didi Chuxing" will be resumed. After 563 days, Didi finally resumed the registration of new users, which is undoubtedly for Didi to finally "keep the clouds open and see the moon".
Even if the app is removed and new user registrations are stopped, Didi is still the leader in the ride-hailing industry, and Didi's prospectus mentions that in the 12 months ended March 31, 2021, Didi had 493 million annual active users worldwide, 377 million annual active users in China, and an average daily trading volume of 25 million times in China's travel business. In February last year, according to a late LatePost report, Didi's ride-hailing market share fell from nearly 90% to about 70%, still occupying the lead.
In the days when Didi was sanctioned, other ride-hailing car companies failed to seize the opportunity to seize Didi's market share, and now that Didi has finally "lifted the ban", the ride-hailing market will inevitably trigger a new round of bloody storms. However, from the perspective of consumers, the more they fight, the more we profit, how the future of the ride-hailing industry will develop, and whether Didi can complete the "unification" of the ride-hailing industry again, let's wait and see.