This year is a watershed year for the ride-hailing industry.
Before that, didi was the only one. Platforms such as AutoNavi Taxi, Cao Cao Travel, T3 Travel, and Yi feeding hitchhiking followed closely behind, presenting a situation of super and many strong.
After this, the "how strong" is eager to move, and the entire market has entered the second stage of overturning the original pattern and rebuilding the new pattern.
How the future scenario will be is not known, according to the current situation, Didi's status of "one super" is not guaranteed is a fact.
First, it was surrounded and suppressed by many parties
Entering July, Didi embarked on the road of "overthrow" without warning, which attracted the encirclement and suppression of many online ride-hailing platforms.
It seems that there have been similar situations before, such as the Didi hitchhiking safety incident 4 years ago, the entire hitchhiking market has been almost subverted, and the entire market has been turbulent.
It was also at that time that Tick Travel, Hello Travel, and Yi Feed Hitchhiking all launched the Hitchhiking business, squeezing out Didi's market.
Today, the empty window period has reappeared, but didi at that time still has the strength to fight back, and now, it can only be passively defended.
Second, the market is volatile
Matching the internal instability of Didi, there are also changes in the external environment.
This year, the trend of strict investigation of online ride-hailing has spread, and it is no longer on paper. Earnestly check the driver, interview the platform, and the fine is not soft.
After suffering a big loss, Didi also began to be honest, from the original turning a blind eye to the current obedience. Large-scale clearance of documents or unlicensed drivers, and strive to become a "good baby" in the industry.
At the same time, Cao Cao Travel and t3 Travel have also received large amounts of financing. However, since 2018, capital has been significantly cautious about investing in the ride-hailing industry.
They don't shoot anymore because the policy uncertainty is too great. The batch that once invested in Didi to do automatic driving is estimated to have not returned to the cost now.
Third, the order runs away
According to the data, although Didi is still firmly in the top spot of online ride-hailing with a daily order volume of 20 million, this will not be the final result.
Looking around, the order volume of several platforms such as AutoNavi Taxi, Cao Cao Travel, and Ruqi Travel has grown rapidly, and even released activities such as "no commission" to attract drivers.
This makes the drivers who were released due to Didi's removal have a good breakthrough and trial point, not only that, but several other platforms have more or less given users and drivers considerable subsidies and preferences.
This scene seems to be back to the time when Didi and Uber, Bumblebee and others were engaged in the online ride-hailing subsidy war. It's just that at that time, Didi was a participant and had strong capital support.
Nowadays, it is just an object of being eaten, watching its former market share be gradually eroded.
Time flies.
I don't know how Cheng Wei and Liu Qing will feel when they witness this situation.