Overnight, 25 apps were taken off the shelves. That's right, this is a good show put on by the company Didi for netizens!
This story has to start with Didi Chuxing going public in the United States. On June 30, Didi quietly went public in the United States. Why is it said to be quiet?
According to common sense, as a well-known company, Didi is listed on such an important day, why did not see relevant media and self-media reports on that day? More relevant sources revealed that it is said that Didi executives kept the news of the listing very confidential, and even most of Didi employees did not know that Didi was about to go public in the United States. Seeing here, can not help but think of some problems!
First of all, why did Didi rush to go public in the United States?
Mr. Chun said before that Didi is really not easy. Although Didi is the overlord of domestic online car-hailing, in essence, Didi is a company whose capital is ripening.
Didi founder Cheng Wei once said that in the years when Didi was established, the loss was as high as tens of billions. This is true because Didi gained its market position through a series of subsidies back then.
can be seen from Didi's financing path. Didi has gone through dozens of rounds of financing since its establishment. Among them, Japan's Softbank has invested more than 10 billion US dollars in Didi.
Judging from Didi's previous prospectus, Didi founder and CEO Cheng maintained 7% of the shares, Tencent held 6.8% of the shares, and President Liu Qing held 1.7% of the shares.
Softbank of Japan and Uber of the United States are the largest and second largest shareholders of Didi respectively. Of course, the founder Cheng Wei has a one-vote veto.
Why is Didi eager to go public in the US? According to relevant sources, Didi previously signed a " gambling agreement " with the capital, which roughly stated that Didi would go public, and after the listing, the market value would be doubled to Uber. To put it bluntly, it is to leave an opportunity for early investors of Didi to cash out. Because the main investment project of the US dollar fund must be listed abroad! Otherwise, how to cash out?
How to deal with the issue of Didi APP removal?
Some netizens said that the core of Meituan is more than 6 million riders nationwide, while the core of Didi is more than 12 million drivers nationwide.
Mr. Chun believes that the core of Didi is not the driver, but the core of Didi is the amount of compliant transportation capacity it has. Didi is currently the car-hailing platform with the most compliant capacity, more than all its competitors combined.
For companies like Didi that have a lot of user data, the data must stay in China. So what kind of impact will Didi have on Didi this time?
Chun Gongzi believes that this wave of operations will have a certain impact on Didi, but it will not hurt the fundamentals. Perhaps many netizens will say that after the Didi APP is taken off the shelves, Meituan Taxi and AutoNavi Taxi will take the opportunity to seize the market share of Didi. In fact, this is a bit taken for granted, why? Online car-hailing is a money-burning business, and online car-hailing is not very profitable so far. One is that it is difficult to change user habits. Just like JD.com spent tens of billions for logistics, now you let your opponent burn money to do it. It is difficult to get a Jingdong logistics.
is the same, and it is difficult to spend tens of billions of dollars to burn a drop.Although the words are a bit ugly, they are indeed objective facts.
Of course, this wave of operations still has a considerable impact on Didi. You must know that Didi once skyrocketed when it first went public. Its stock price reached $18 and its market value exceeded $80 billion. In just a few days, tens of billions of dollars in market value were evaporated.
In the end, Didi's corporate image has been affected again. You know, many "hitchhiking incidents" have pushed Didi to the forefront. Is it possible that
Didi will be delisted from the US?
Mr. Chun believes that Didi still has the possibility of delisting from the United States. Why? Didi will not be delisted from the United States, so how to ensure the security of data? You know, Didi in China already has 377 million active users, with an average monthly active user of 156 million. Judging from the data alone, Didi Chuxing has become one of the infrastructures for Chinese people to travel. Didi Chuxing affects the daily life of Chinese people.
Of course, a company like Didi. Even if it is to be delisted, it is not something that can be finalized in a day or two. Even if is privatized, this kind of big plate depends on whether anyone takes it.
Do you still remember the " prism door " in the United States a few years ago? The United States itself is a distrustful country, and even its own allies have to eavesdrop.
The lessons learned from the past, the mentors of the future, the fitness app Keep, the medical data company Zero Krypton Technology, and Huolala are all considering listing in Hong Kong.
Conclusion: The reason why Didi made such a scene is that Mr. Chun believes that it has a certain relationship with us to vigorously develop the capital market.
In the past few years, Internet companies such as AlibabaJD.com have all returned to the Hong Kong stock market. Why should they come back? Of course, it is hoped that these companies have to leave benefits to domestic investors while promoting the development of our capital market.
We all know that the American industry has been seriously "hollowed out". What is a large amount of international capital investing in the United States? Of course, to invest in the US financial market. Does everyone say this is true?
