How is the Didi market going? Hotspot analysis and data interpretation of the entire network in the past 10 days
Recently, Didi Chuxing, as a leading company in the domestic online ride-hailing industry, has attracted much attention for its market performance and industry trends. This article combines the hot topics and structured data of the entire network in the past 10 days (as of October 2023) to analyze the current market situation of Didi from the dimensions of policy, market, and user evaluation.
1. Policies and Industry Trends
1.The aftermath of the cybersecurity review: Didi has gradually resumed new user registrations recently after being reviewed in 2021, but its market share faces challenges. 2.New policies for online car-hailing in various places: Shanghai, Shenzhen and other places have strengthened driver qualification audits, and Didi’s compliance rate has increased to 89% (the industry average is 82%).
| City | Compliance rate | Year-on-year change |
|---|---|---|
| Beijing | 91% | +5% |
| Shanghai | 88% | +7% |
| Guangzhou | 85% | +4% |
2. Market performance data
According to a third-party monitoring platform, Didi's average daily order volume has recently rebounded to 25 million orders, but is down about 15% from the peak. The main competitor data comparison is as follows:
| platform | Average daily order volume (10,000 orders) | market share |
|---|---|---|
| Didi Chuxing | 2500 | 68% |
| Meituan Taxi | 600 | 16% |
| T3 travel | 450 | 12% |
3. User feedback hot spots
Analysis of keywords discussed on social platforms in the past 10 days shows:
| keywords | frequency of occurrence | emotional tendencies |
|---|---|---|
| price adjustment | 128,000 | neutral to negative |
| Taxi waiting time | 94,000 | Negative |
| Coupon activity | 76,000 | front |
4. Capital market performance
Didi US stock (DIDI) trading data in the past 10 days:
| date | Closing price (USD) | Increase or decrease |
|---|---|---|
| October 1 | 8.23 | +1.2% |
| October 5 | 8.05 | -0.8% |
| October 10 | 8.17 | +0.6% |
5. Forecast of future trends
1.Market structure: Didi will still maintain its leading position in the short term, but the penetration rate of Meituan, T3 and other platforms in the regional market continues to increase. 2.Technical investment: Didi’s autonomous driving subsidiary plans to expand the scope of testing in 2024, which may become a new growth point. 3.policy risk: Price controls on online ride-hailing services in various places may affect platform profit margins.
Summarize: Presentation of current Didi market conditions"Slow recovery, increasing competition"Its core advantages lie in brand recognition and driver resources, but it needs to continue to make breakthroughs in user experience and technological innovation to respond to market changes.
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