[Global Network Technology Comprehensive Report]Recently, in response to the outside world’s news about the "sudden drop in Didi takeaway orders", Didi responded that there is no basis for the 50% drop in orders. In fact, the current number of users of the Didi takeaway platform is growing steadily.
The relevant authorities have stopped subsidies, and the entire industry has been affected. It is normal for many food delivery platforms to have short-term changes in orders. Didi is planning to open a batch of new cities and will soon recruit riders in new cities.
It is understood that on April 9, Didi takeaway was officially launched in Wuxi, Jiangsu. On the first day of the launch, the order reached 334,000 orders, becoming the first takeaway platform in Wuxi market share. On April 12, Didi takeaway official Weibo released 9 posters today, saying that the national city is about to open. After that, Didi rider client side updated, in addition to Wuxi, it added eight cities of Nanjing, Changsha, Fuzhou, Jinan, Ningbo, Xiamen, Wenzhou and Chengdu.
For consumers, Didi Takeaway once launched various attractive prices and subsidies, and Meituan and Ele.me also joined the "subsidy war" one after another. All kinds of incredible screenshots of takeaway prices have swept the Moments of Wuxi people. Song Hongwei, head of national offline operations of Didi Takeaway, said: "We definitely hope to give consumers short-term discounts. In the long run, we hope that consumers can choose the takeaway platform rationally and experience more value-added services and experience enhancements brought to them by Didi."
For the high subsidies in the takeaway market, some industry analysts have analyzed that high market subsidies can indeed gain a large market share in the short term, but the takeaway market is a basically parallel market, and the problems that can be solved in the short term, once stopped, the number of users who pick up wool will definitely decrease, and the market will definitely return to its essence. From the outside, Didi’s entry into the takeaway industry is more of a defensive approach, for Meituan’s threat to its position in the taxi market. The scale of the national catering market in one year exceeds 3 trillion, and the proportion of takeout is less than 10%. One more competitor is a benign competition for this market.