Heavy signal!Didi encountered 8 billion days of tickets. Is the boots landing?Or a heavy hammer?

Didi was fined 8 billion, what signal to release?

After this punishment is on the ground, maybe the market is more concerned about whether Didi's biggest uncertainty has been completely lifted in the future?

Judging from the current procedure, this punishment may be a turning point for Didi in the future. Later, you need to observe the time point of the Didi App on the shelves. Judging from Didi's response, in the future, it is the most important task for comprehensive and in -depth self -inspection and careful completion of rectification. This also means that the subsequent rectification is completed and the possibility of re -shelves.

Let's look at Didi's core disk: China's shared travel track. Although Didi's APP was removed from rectification, the shared travel market is still growing rapidly. As of the end of 2021, the number of users in my country reached 453 million, an increase of 87.33 million compared with the end of 2020. It is expected that the transaction scale of the online ride -hailing will exceed 400 billion yuan by 2022. At the same time, capital has poured into the shared travel market again.

Will this huge ticket impact on its operations? It will be the biggest test of Didi.

Didi was punished

It is always coming.

On July 21, the heavy penalty of Didi: The National Internet Information Office is based on the "Cyber ​​Security Law", "Data Security Law", "Personal Information Protection Law", "Administrative Penalty Law" and other laws and regulations. Global Co., Ltd. (hereinafter referred to as "Didi Company") was fined RMB 8.026 billion, and the chairman and CEO of Didi, CEO Cheng Wei, and President Liu Qing of RMB 1 million.

Didi Chuxing also posted the first time that: sincerely accept, resolutely obey, comprehensively conduct self -inspection, actively cooperate, and rectify carefully.

In the future, the relevant person in charge of the Internet Information Office also answered the reporter's decision to punish Didi, revealing more details.

Among them, the most intense point of the market discusses is that Didi's specific illegal facts.

According to the relevant person in charge of the Internet Information Office, Didi has a total of 16 illegal facts, which are mainly summarized by 8 aspects:

1. The screenshot information in the user's mobile phone album illegally collects 11.963 million pieces;

2. Excessive collecting user shear board information and application list information 8.323 billion pieces;

3. Excessive collection of 107 million pieces of face recognition information, 53.592 million pieces of age, 16.3356 million pieces of occupational information, 1.3829 million family relationship information, "home" and "company" taxi address information;

4. During the passage of passenger evaluation, the accurate location (latitude and latitude) information of the accurate location (latitude) information when the APP is running in the background of the APP, and the mobile phone connecting the orange recorder equipment.

5. Excessive collection of 142,900 driver's academic information, 57.8026 million pieces of information on the driver's identity card number in the form of explicit text;

6. Under the circumstances of not being clearly informed of passengers, analyzing passengers' opinion information information information information 53.976 billion, resident city information of 1.538 billion, and 304 million pieces of tourism information in different places;

7. Frequent "telephone permissions" when passengers use ride -winding services;

8. Non -accurate and clearly indicate 19 personal information processing purposes such as user equipment information.

Another topic that the market is concerned is that in the face of this huge fine, does Didi have the ability to pay?

According to its financial report data, as of the end of 2021, Didi's book cash, cash equivalent, and restricted cash volume reached 43.98 billion yuan. From this point of view, this fine of 8.026 billion yuan is still within the current Didi.

After the boots landed

After the penalty decision is decided, the market is more concerned about whether Didi ’s biggest uncertainty has been completely lifted?

Back to the past timeline, on June 30, 2021, Didi went to the United States to go public quickly; on July 2 of the same year, the official website of the National Network Information Office announced that it started network security review for Didi Chuxing. Stop new users' registration; on July 9, Twilit's 25 APPs were completely removed.

In May this year, Didi disclosed the 2021 annual report with revenue of 173.827 billion yuan, an increase of 22.68%year -on -year; the annual loss was as high as 49.334 billion yuan. On May 23, Didi Temporary Shareholders' General Assembly voted voting and confirmed that it will be delisted from U.S. stocks; on June 10, Didi was the last trading day of U.S. stocks.

While announcing the delisting of U.S. stocks, Didi said that the board of directors had authorized the company to start the preparations for the listing of the main board of Hong Kong.

Judging from the current procedure, this punishment may be a turning point for Didi in the future. Later, you need to observe the time point of the Didi App on the shelves.

Judging from the response of Didi, it is the most important task for its comprehensive and in -depth self -examination in the next period of time. This also means that the subsequent rectification is completed and the possibility of re -shelves.

In addition, it can be seen from the specific punishment content and amount that the supervision does not want to kill Didi "a stick", which is more like the practice of "killing chickens and monkeys", and knocked a alarm clock for the Internet industry.

Everbright Securities also pointed out in the latest research report that this punishment marks that the verification of the investigation of Didi cyber security review has ended, and the rectification work of the Internet platform in the future is expected to enter the accelerated ending stage.

In fact, the capital market also responded to this penalty. On July 21, after the disclosure of Didi's penalty announcement, Guoji Automobile rose straight in the afternoon of the day and rose up. There have been rumors in the market that Didi will invest 1 billion yuan to acquire national opportunity Zhijun and become its second largest shareholder. The earliest transaction time may be finalized at the end of the month. Market speculation is that as the punishment is landing, once Didi completes the rectification, its car construction plan may accelerate.

Didi may be moving towards a new start. If you are listed in Hong Kong in the future, you can get greater imagination, including being able to be able to in the fields of new energy, driverless, smart travel.

For the current Didi, financial losses have been sufficiently expected to be in the market. A penalty fine just increases the amount of losses. If it can actively complete the rectification and meet the requirements of supervision, its product matrix and business management may be highly probability of business operations will be a high probability of business operations. Return to the right track.

Shared travel track, still broad

Let's look at Didi's core disk: China's shared travel track.

Although Didi's APP was removed from rectification, the shared travel market is still growing rapidly. As of the end of 2021, there were a total of 3.948 million driver permits and 1.558 million vehicle transportation permits in various places. In addition, the size of my country's online car rental users reached 453 million, an increase of 87.33 million compared with the end of 2020. It is estimated that the transaction scale of the online car will exceed 400 billion yuan by 2022.

According to the latest data from the Ministry of Transport, in June of this year, the number of online ride -hailing orders in the country reached 635.685 million, an increase of 20.7%month -on -month.

At the same time, capital has poured into the shared travel market again. In the second half of 2021, Cao Cao's travel, T3 travel, and Harbin travel received huge amounts of financing one after another. Among them, the amount of T3 travel was as high as 7.7 billion yuan, which refreshed the record of the largest single financing of the domestic online car industry since 2018.

From this point of view, Didi's shared travel track is still promising. Specifically, the operating situation of Didi Company, despite the survey, removed, delisting storms, relying on the leading advantage of capacity to maintain its core business, it has maintained its core business. Basic disk.

As of data from the beginning of this year, Didi Chuxing accounted for nearly 80%of the market share, and was in an absolute leading position.

However, compared to the release, its market share also declined to a certain extent, from nearly 90 % to 80 %. In addition, from the perspective of order volume, the fourth quarter of 2021 decreased by 64 million, and the average daily order volume fell 2%month -on -month, a year -on -year decrease of 11%.

In January of this year, Didi ’s average order volume dropped to 20 million orders, a decrease of 25%compared to the 25 million orders disclosed in 2021. In addition, according to the online ride -hailing operation data released by the Ministry of Transport, the single volume of Didi Month in February 2022 fell 32%compared to June 2021.

At the same time, Gaode taxis and Meituan taxis snatched some of Didi's market share. In addition, Cao Cao's travel and T3 travel have also grown very strong. Since March 2021, Cao Cao's specialized orders and T3 travel volume have increased equally, both of which have doubled.

From this point of view, the time left to Didi has been very urgent. After it has completed the rectification, can it return smoothly? Will this huge ticket impact on its operations? This is the test of Didi.

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