After 449 days, Didi Shunfeng car business was put into operation again on November 20, 2019. It is reported that as of January 7, 2020, Didis downwind business has been successfully restarted in 18 cities across the country, and Shanghai, which has been considered to have little hope of restarting, is also listed. At the same time, downwind will provide services between 5:00 a.m. and 8:00 p.m., and the downwind mileage in the city is within 50 kilometers.
In response, Zhou Hongda, head of didi travel, said in an interview with the Securities Daily that didi would continue to optimize its products based on the user feedback of the pilot city, and then decide on the next business promotion plan after improving the plan. When talking about the number of operating vehicles registered 48 days after restarting the downwind business, Zhou Hongda said that there is no specific statistical data at present.
In the past year of safety rectification, Shunfan team has also done a lot of work for the safety problems that were widely concerned before, and has also made more optimization and improvement on the business plan. Zhou Hongda said.
Most female passengers
I didnt know didi windmill was restarted. It didnt work for a long time. Ive been using Dida windmill for a long time. Li, a female passenger in Beijing, told the Securities Daily that Didis windmill was often used before it was closed. Later, due to safety accidents, it was really prudent to use the windmill again. She dared not make an appointment at night or remotely.
Ms. Lis worry is not unreasonable, which is an important reason for didi to shut down the service before hitchhiker. However, Didi has made some improvements in terms of safety precautions when restarting the service.
The reporter of Securities Daily noticed on the selection page of didi apps ride business that as a passenger, the ride rules are also much stricter than before. Passengers need to carry out face recognition certification first, and then carry out ride safety knowledge test, so as to complete registration and apply for appointment of ride.
After completing a series of preparatory work, the reporter chose a ride route. The starting and ending points are all around the Third Ring Road of Beijing, which is not remote. Although the final calculated ride price is 50% lower than that of taking a taxi, after two hours of waiting, the reporter did not receive any invitation from any car owner. The first ride application ended in failure.
More passengers and car owners will tend to choose a fixed group, because the commuting time is relatively fixed. If there is a demand for a ride, such as the restriction of the number plate of their own vehicles, there will be a fixed number of car owners, which can be said that the market demand for a ride is also very fixed. Mr. Yan, a Beijing citizen who has run the ride business, said that in the current ride business, the communication between passengers and car owners is very limited. Only after receiving the order can the two sides communicate by phone. Although this measure can prevent the two sides from bypassing the platform for private contact and avoid some security risks, it has a great impact on the communication efficiency of both sides, thus affecting the business volume.
At the same time, the reporter learned in the interview that the people who take the ride are mainly concentrated in the three age groups of Post-70s, post-80s and post-90s, and the proportion of female passengers is higher than that of male.
Some car owners are reluctant to accept orders due to the new regulations
According to Mr. Yan, the current didi windmill business market is almost the same as before it was stopped. There are many passengers with the demand for windmills, but few car owners can make a trip. The main reasons are as follows: first, the car owner and the passenger have different destinations and are often forced to detour; second, many passengers do not arrive at the boarding place on time, often need to wait for the car owner, shadow Time arrangement; third, compared with the first two items, the owners profit is too small; fourth, the owner still needs to complete the information and audit process, many owners think it is too cumbersome, so they give up the ride business.
Some people in the industry said that from the perspective of car owners, Didi is improving the access threshold for car owners. In addition to the regular certificate audit, the video dynamic audit of the owners certificate has also been added. The more important change is that didi downwind car limits the setting of the car owners common receiving points, and only 4 common points are allowed to be set.
Only four common places are set up, which actually limits the driving route of car owners. Behind them, there is also the business of preventing car owners from taking advantage of the service of the windmill to actually do the fast car, so that the windmill can return to its original function, that is, to truly complete the demand of riding the windmill, rather than become a way of travel for car owners to make money by relying on it. But it also creates some obstacles. For example, there will be too many passengers around the way to invite me to take orders. In order not to waste time, I usually choose to refuse, a woman owner who uses the ride service told the Securities Daily
In response, Zhou Hongda said that although it is difficult to do a good job in the tailwind business, Didi does not have a 100% risk-free product plan on safety issues, but didi is still willing to stick to the tailwind business.
It is worth mentioning that in more than 400 days since didi got off the ride, the ride market has changed a lot, especially Dida trip has increased the penetration rate of user base scale. Previously, Alibabas nail platform pushed news that it would jointly launch the tailwind business with Dida and hello. In June 2019, Gaode went online in Wuhan and Guangdong, and Cao Caos trip started trial operation in September 2019.
According to media reports, Li Jinlong, co-founder of Dida travel, said that after 2016, the growth scale of tailwind drivers on the platform has slowed down significantly. From 2014 to 2017, the number of tailwind drivers increased by 12 million, while from 2017 to 2019, the number of tailwind drivers increased by only 3 million.
Previously, Cai Tuanjie, a spokesman for the Ministry of transport and deputy director of the transport service department, said that shunfengche is a typical sharing economy and the country encourages it. But in the development process of hitchhikers, some enterprises carry out illegal online car hailing in the name of hitchhikers, which breaks through the bottom line of safety, and we need to crack down on it.
So it seems that hitchhikers still have a market, which is why both platforms and enterprises are willing to enter this field. Some insiders told our reporter that the Spring Festival is coming and didi will restart 18 cities with the windmill, which is also to seize market share as soon as possible. After all, to gain more users is the key point of corporate profits.
Source: responsible editor of Securities Daily: Wang Fengzhi, nt2541