Market performance
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01 National online car-hailing market scale trend
online car-hailing market users increased by 9.841.5% month-on-year 12.2%; The monthly active size of drivers maintained a growing trend, with a month-on-month increase of 10%.
02 Nationwide Major platform online ride-hailing users
On a year-on-year basis, the monthly activity of shouqi ride-hailing users is in decline, and Xiangdao travel basically remains stable. Didi Chuxing, Cao Cao Travel, T3 Travel and other platforms all have different growth rates. Didi Travel has an increase of 1.6%, and Ruqi Travel has the largest increase at 59.7%.
From a month-on-month perspective, Shouqi taxi-hailing declined slightly, and platforms such as Didi Chuxing showed a growth trend. T3 Travel and Xiangdao Travel ranked at the forefront with 43.2% and 12.3% growth respectively.
03 Performance of drivers on various platforms across the country
From a year-on-year perspective, the monthly activity scale of Didi Chuxing, Shouqi Car-hailing and Dongfeng Mobility drivers has declined, while the monthly activities of the remaining platforms are somewhat different For example, the monthly life of drivers in Ruqi travel has the largest year-on-year increase of 113.5%.
From a month-on-month perspective, the monthly activity of platform drivers is increasing, with Didi Chuxing increasing by 7%, Huaxiaozhu taxi-hailing growth by 21.8%, and Ruqi's transportation capacity surged by 49%.
policy interpretation
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01 Xiamen’s new and finer online car-hailing full use of pure electric vehicles
issued by the Xiamen Municipal People’s Government on January 4 The Administrative Measures of Xiamen Municipality on the Management of Online Reservation of Taxi Service Services, and will be implemented from February 1, 2021. Compared with the original "Implementation Rules", the revised content is mainly reflected in the following three aspects: First, it is clearly stipulated that new and updated online car-hailing vehicles must use pure electric vehicles; Second, the driver access standards are relaxed and the third is to simplify the licensing process. And procedures, canceled the requirements for online car-hailing vehicles and drivers to submit paper materials for administrative licenses.
02 Zhanjiang City liberalizes the requirements for the number of online car-hailing platforms to join in the same time period
On December 22, 2020, Zhanjiang Municipal People’s Government issued a revised "Zhanjiang City Online Taxi Booking The decision of the "Interim Provisions on Management of Business Services" mainly revised the access conditions for online car-hailing vehicles, application materials for online car-hailing platforms, and the residential management of online car-hailing drivers.
03 Baoji City adjusts model standards and increases specific requirements for insurance purchase limits
On January 13, Baoji City Transportation Bureau issued the "Baoji City Online Taxi Service Management Implementation Rules (Temporary)" Announcement for soliciting opinions, the "Draft for Solicitation of Comments" relaxes the vehicle exhaust volume requirements from ≥1.6L to ≥1.6L or 1.4T, and increases the specific coverage requirements for insurance purchases.For example, the carrier’s liability insurance coverage (passenger accident insurance) requires ≥ 1 million yuan per seat.
Industry dynamics
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01 platform Kaicheng dynamic overview
On December 18, SAIC Group's mobile travel strategy brand Xiangdao Travel announced that it has completed a round of strategic financing of over 300 million yuan, which was jointly invested by Alibaba and CATL. At the same time, Xiangdao Mobility released its "ACTS" technology strategy. In addition, it announced the completion of the "All-Scenario Smart Mobility Complex" layout, fully covering online car-hailing, corporate car, personal car rental and taxi business, becoming the industry's first comprehensive coverage of these four A travel platform for the core business sector.
03 T3 Mobility will accelerate the advancement of online car-hailing, taxis and autonomous driving businesses
On December 22, the mobility platform T3 Mobility held a "Ride the Wind and Waves, Leading the East" strategic conference in Shanghai. Officially released the 2021 strategic goal-the 4833 strategy, that is, the online car-hailing business will be launched in 48 cities across the country, and the three major strategic sectors of "online car-hailing business + patrol network integrated super taxi + autonomous driving ecological operation alliance" will be accelerated and implemented. By the end of 2021, we will achieve the goal of 3 million orders per day across all business lines.
04 T3 Mobility initiated the establishment of a leading alliance to establish an autonomous driving ecosystem
On December 18, the T3 Mobility, Suzhou High-speed Rail New City, and Jiangsu Universiade Group strategic cooperation conference was held in Suzhou,The three parties signed a strategic cooperation agreement and will reach in-depth cooperation in the areas of compliance and transportation capacity. At the press conference, T3 Travel also teamed up with more than 30 partners including Suzhou High-speed Rail New City, vehicle companies, and technology companies to jointly initiate the establishment of an autonomous driving ecological operation alliance-Auto-union.
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