Editor Huang Junjie
The layoffs that have been circulating inside Didi for half a year have finally settled. LatePost learned that in the middle of 5438+ 10, layoffs first started with the R-Lab of the Innovation Division. R-Lab business department was established on 20 17, and the main business of incubation is drip delivery, in addition to the exploration of minibuses.
This time, the domestic business of R-Lab was cancelled, and the international takeaway technical team was merged into the international department. Tam, former general manager of R-Lab, will focus on the products made by Didi.
Then, Didi opened a layoff plan covering almost the whole company. LatePost learned that recently, the heads of Didi's carpooling, two-wheeled vehicles, freight transportation and other travel businesses have received notice of layoffs.
The internationalization department has not been affected and is still recruiting people. People familiar with the matter believe that Didi's domestic business cannot register new users, and its share has declined, but it can continue to do so abroad.
Autopilot has no layoffs. After Didi Autopilot was split from 20 19 to an independent subsidiary, it is one of the most independent departments in Didi's existing business.
"First, the department heads informed, and then the human resources department informed," said a Didi person. The whole layoff plan will be implemented soon. The notice of layoffs will be completed by the end of February.
The proportion of layoffs varies from department to department, and the overall proportion of layoffs is around 20%. Both functions and business lines have to bear the 20% layoff target. Redundancy compensation is the legal standard N+ 1.
A Didi employee said that the year-end bonus of Didi will not be issued until the end of February, and the year-end bonus of some laid-off employees may be affected. For employees who are still in their posts at the end of February, the year-end bonus will be paid normally according to their performance. However, in 20021year, Didi was censored by information security, and the market scale declined, which would have affected the year-end bonus of employees. Some employees think that being laid off may also be a good choice. "There are more layoffs than year-end awards."
The value of stocks in the hands of Didi employees has also shrunk dramatically. At present, the market value of Didi is only $65.438+0.884 billion, which is lower than the financing valuation of 2065.438+06. The value of employee stock is 75% less than the high point after Didi's listing.
Following two vicious hitchhiking incidents on 20 18, Didi also laid off employees on a large scale. The main action is to focus on the main business and close the non-main business. Overall layoffs 15% of the company's staff size, reaching 2000 people. However, the employees of Didi who were laid off that time got N+2 compensation.
After half a year off the shelf, the daily order for online car rental dropped by about 20%.
A Didi person said that after the Didi application went offline, it had a great impact on the online car service. Not only can Didi not be updated, but the original users are also losing.
Didi's financial report shows that in the third quarter of 20021year, its core business data such as travel business income, order volume and average income in China decreased by 13%, 9% and 5% respectively compared with the previous quarter. The business that could have made a net profit of more than one billion in the last quarter now has a net loss of 29 million (excluding interest, amortization, depreciation and tax).
LatePost understands that by June 5438+ 10, 2022, the daily average order volume of Didi is about 20 million orders, which is lower than the 25 million orders disclosed in the listing prospectus 1/5. The share of Didi in the online car market has also dropped from nearly 90% to 70%.
"Some core departments responsible for pricing, trading and subsidies are laying off staff," said a person from Didi Special Car Platform Company.
Didi's car business has changed from actively exploring the market to defending. Sun Shu, CEO of the network car platform company, said that Didi would focus on the construction of drivers and supply ecology at the annual meeting of the network car held in June 5438+ 10, 2022.
LatePost understands that Didi 202 1 has been adjusted in the second half of 20265438. Liu Xidi, the platform driver and general manager of customer service department, began to be responsible for some areas of network car rental. Some employees interpret it as that the focus of the area will change from passengers to drivers.
Didi originally wanted to focus on the express car business, attract new users with low prices (70-90% discount on express cars), and achieve an average daily order of100000 by the end of 2002.
But drivers generally complain about express trains. According to public reports, many drivers reported that Didi received nearly 30% commission from the express train, much higher than the express ticket. This has also become an opportunity for competitors to win over Didi drivers.
Now Didi has lowered the priority of the express train in the passenger order interface, and the team has also made adjustments.
A Didi person said that these actions can show that Didi will not be a category in 202 1, but a year to protect drivers.
Didi application has been offline for more than 7 months, and Gaode, the second in the industry, took the opportunity to subsidize the market and seized the market. In this year, its average daily turnover increased from 2 million to 5 million.
However, with the increasing scale of orders, the growth of drivers in Gaode began to encounter bottlenecks, which also led to the daily average order of Gaode staying at around 5 million since last September.
An industry insider said that Gaode began to prepare to use independent applications for self-management, not just to aggregate the network cars of other platforms. The first stop may be Beijing.
A travel company executive said that the tourism industry has three wheels, namely drivers, passengers and experience. Only when the first two wheels have scale effect can the rear wheels turn.
Gaode is just an aggregation platform, which can neither control drivers nor enhance the passenger experience. Therefore, if Gaud wants to further expand its scale, self-employment is a necessary step.
Didi has burned more than 20 billion dollars over the years, and it is difficult to remove it in a short time. But as long as the application is not online for one more month, it is more likely to be seized by competitors.
An industry insider judged that no one in the online car industry has been able to solve the essential problem-compliance. In the long run, the outcome of the online car ride may be that many people are equally divided and are no longer the only one.
The future of new business is uncertain.
After the Didi application was removed from the shelf, it was not just the network car that was affected. Without new traffic, the optimization of two-wheeled vehicles, freight and orange centers are all affected to varying degrees.
A person familiar with the matter told the Evening Post that in 20021year, Didi's two-wheeled vehicles were still at a loss.
The orange heart optimization of community group buying business continues to shrink. Since September 20021year, the preferred service area of orange heart has been reduced from 3 1 province to 9 provinces, and the number of people has been reduced from16,000 to 5,000. According to Didi's 202 1 third quarter financial report, orange heart has been on the line for more than a year, which has brought Didi an investment loss of 20.8 billion yuan.
In 2020, the management of Didi put forward the goal of achieving an average daily travel business of 654.38+billion tickets in 2022: 50 million tickets for CAR Inc., 40 million tickets for bicycles and motorcycles, and 65.438+million tickets for internationalization. In order to achieve this goal, Didi also launched the price taxi service Flower Pig.
Some Didi employees believe that due to the market and policies, Didi is unlikely to maintain the previous monopoly industry pattern on the online car.
Freight is also one of the possible directions of Didi. Compared with community group buying, it is more logical for Didi to move from carrier to delivery. As a new business of Didi, freight independently raised $654,380.5 billion at the beginning of 20021(half of which came from Didi itself), and quickly opened in 20 cities across the country in April. At that time, a Didi employee said, "Get ready for a big fight."
However, without the diversion of the main application, the Didi freight business is progressing slowly. After the Didi application was removed from the shelves, the freight has been laying off employees. Some Didi people said that Didi may send a new person in charge to take over the freight.
Internationalization is another growth possibility. This time, the internationalization department is not within the scope of layoffs. A Didi Internationalist said that internationalization is still recruiting many people. The confrontation between Didi and Uber overseas has achieved initial results. According to LatePost, after nearly four years of development, Didi's international travel business was basically the same as Uber's market share in Latin America at the end of 20021.
In the past year, Didi's internationalization (including travel and takeaway) has progressed slowly. In June 5438+February, 2020, the average daily trip has reached 5 million times, and the average daily take-out is 1.5 million. In the third quarter of 2002/KLOC-0, the transaction volume was 499 million, with about 5.5 million orders per day.
Didi's international business can be carried out as usual, but it also depends on whether the group can continue to provide financial support. After all, Didi's opponent is Uber, a global online car giant with more cash. In the third quarter of 20021alone, Didi's international business lost 654.38+08 billion yuan. If we want to grow in more fields, Didi needs to continue to invest.