Didi laid off 20% employees across the board, and some business departments even reached 40%. It also released its own financial statements with a net loss of 29 million!
Is this really going to collapse, or is it shrinking to cope with the cold winter?
There are many discussions in the industry about the network car platform. Whether it's Dida Inc. or hitchhiking, people are worried. I don't know what earth-shaking changes it will bring to the market.
First of all, the driver
Didi layoffs, the first thing that is restless is the driver. The platforms on which we depend for a living are now downsizing, which is a sign of decline.
Some people say that the online car platform is not just a drop, but a drop has fallen, and Qian Qian has stood up.
If you don't believe me, ask Meituan to take a taxi, take a taxi, feed a ride and other platforms. Which one is not waiting for Didi?
Others say that Didi is still a company with tens of millions of people, although it has been searched by countless drivers for "glorious deeds" such as high-cost inaction in previous years.
Just fell, the shock to the market is beyond words.
Second, the market.
Since its birth, the network car industry has formed a pattern headed by Didi, followed by the second echelon platforms such as Gaode taxi, Didi, and Sunshine Travel.
It can also be said that in the past ten years, people have become accustomed to this configuration.
Although the online car market is a bit chaotic, it will converge under the pressure of the leading boss Didi. After all, Didi monopolizes 90% of the market, and the remaining small platforms can only warm up in order to survive.
Now that the Didi has fallen, most of the traffic is unclaimed, and how many platforms have broken their heads, just to become the second Didi.
It is unknown who will win this battle, but it is natural and inevitable that the market will usher in a turbulent period.
Third, compliance.
Compliance was put on the agenda as early as two years ago, but it has not been implemented due to the monopoly of the online car industry.
Now that Didi's share price has shrunk, layoffs are a good reason. The monopolist who dominates the market is gone, and the rest of the younger brother is much easier to manage.
Now the signs of marketization of online car are getting weaker and weaker, and everything is running around compliance. In the future, the control of compliant drivers and platforms will become stricter, and the investigation of non-compliant drivers will also intensify.
Although people's daily life is inseparable from travel, the way of travel is not irreplaceable. With the development of science and technology and the improvement of people's living standards, online car rental may no longer be a necessity for people's lives.
It is not known where the network car driver and platform should go.