China Automobile Dealers Association: Monthly Report of the Connected New Mobility Branch in September 2020

The monthly active users of the online car-hailing market continued to grow. Driven by the two major festivals and stimulated by platform discounts, the demand for online car-hailing market increased, and the monthly active users increased by 9.2% month-on-month.

The monthly active scale of drivers in the online ride-hailing market increased by 14% month-on-month. One reason is that the platform's driver capacity has recovered and increased. The other reason may be that the Huaxiaozhu platform recruited drivers on a large scale and activated the existing drivers.

03Performance of drivers on various platforms across the country

Although Didi Chuxing's year-on-year growth still declined by 21%, it increased slightly by 4.5% month-on-month, showing a good recovery trend.

The rapid growth of Hua Xiaozhu's driver-side users is mainly related to its higher incentive policies and lower franchise threshold. The growth rate of Cao Cao Travel's driver-side users has slowed down, increasing by 0.26% month-on-month.

On October 10, the Ministry of Industry and Information Technology organized the preparation of the "Management Measures for the Recycling of Power Batteries for New Energy Vehicles" (draft for comments) in order to strengthen the management of the recycling of power batteries for new energy vehicles, improve the level of comprehensive resource utilization, and ensure the quality of recycled battery products.

02Local online car-hailing policies

On October 12, the Xiamen Municipal Transportation Bureau issued the "Implementation Rules for the Operation and Service Management of Online Taxi Booking in Xiamen (Draft for Comments)". The "Draft for Comments" pointed out that new and updated online taxis are pure electric vehicles.

On September 7, the Yuxi Municipal Government issued a revised policy, the "Yuxi City Online Taxi Booking Service Management Implementation Rules". The new policy clearly cancels the restrictions on the registered place of business of online taxi operators.

On the 12th, Didi's "Fast New Taxi" released its industry development strategy. Its general manager Shi Donghai said that in October, Fast New Taxi will add 100 million yuan in subsidies to encourage passengers to call taxis. In the next three years, Fast New Taxi will continue to subsidize 1 billion yuan in three stages to create a "lower cost taxi experience" model, so that more users are accustomed to placing orders online on the platform, while encouraging drivers to provide better services.

04 Taxi sector: Continue to deepen taxi business reform

On September 23, Jining City held a launching ceremony for the cruising taxi hailing phone number 95128, a taxi hailing platform.

On September 28, Shanghai's unified taxi platform "Shencheng Travel" was launched for trial operation. It has currently connected to more than 100 taxi companies and more than 20,000 taxis.