According to the data released by Liu Qing, president of Didi, from July 2065438 to July 2009, the order volume on Didi platform was about 20-30 million.
Interpretation: According to LatePost, Didi made organizational restructuring at the end of 20 19. At that time, Didi had great growth expectations for 2020.
However, affected by the COVID-19 epidemic in the past few months, Didi's business has been hit and is still recovering.
According to LatePost, a Didi employee said that the biggest impact of the epidemic on the company was that the 2020 plan made by 20 19 would be postponed. "The original core plan for 2020 was to increase passengers under the premise of safety. Last year, it was mentioned that there should be an overall growth of 40-50% this year, but this goal was not mentioned after the epidemic. "
In this case, Didi put forward a more radical three-year goal-0188, three core KPIs.
Whether it is 654.38+0 billion yuan or the penetration rate of the whole industry is 8%, the global MAU exceeds 800 million. For the current Didi, it is no small challenge.
The first is the order. The daily order of Didi has been maintained at the scale of 20-30 million since 20 17, and has not changed much in recent years. According to the Evening Post, during the epidemic, the number of drops once fell below10 million.
Full travel refers to public transportation systems such as subways and buses, as well as private travel areas such as bicycles, rentals and online car rentals. According to the data of the Ministry of Communications, in 20 19, the number of bus trips alone can reach 250 million person-times/day; In some big cities such as Beijing, the scale of subway travel has begun to exceed that of bus travel.
Although Didi has been laid out in private travel fields such as two-wheeled vehicles, network cars, and driving; In the field of public travel, the bus business has also been laid out. But the challenge may be that the overall public travel is still dominated by government forces and the participation of enterprises is insufficient.
As for the 800 million MAU, according to the data of Aurora Big Data, in 20 18 years, Didi MAU did not exceed 1 100 million a month.
This is an all-round high KPI, and it also reflects Didi's great expectations for the next three years.
At the beginning of the establishment of Magic Capital in 2020, it was extremely unfriendly to the network car company. The market value of Didi's global competitor Uber once fell below $30 billion in the US stock market and rose to $45.49 billion as of March 24, but even this figure still made investors uneasy. This is also very unfavorable for Didi, which is valued at more than 50 billion US dollars.
Uber's market value has almost become the most important reference for investors to evaluate Didi. In the absence of a breakthrough in Didi and Uber business, it is difficult for Didi's valuation to exceed Uber's market value ceiling.
In the past few years, Didi's performance has almost stagnated, and I am afraid it is difficult to satisfy shareholders. Didi must make a breakthrough in business as soon as possible.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.