定制客运迈入规模化数字化“快车道”

Core Viewpoint - The traditional road passenger transport industry is experiencing structural contraction due to changing public travel habits, and customized passenger transport is seen as a key solution to this challenge [1]. Policy and Regulatory Environment - The Ministry of Transport has been deepening the "delegation, regulation, and service" reform in road passenger transport, introducing multiple policy documents to optimize the business environment and encourage innovation [1]. - Since 2020, several policy documents have been revised and issued, defining customized passenger transport and promoting its standardized development [1]. Market Development - As of the end of 2024, over 9,000 customized passenger transport routes have been opened nationwide, representing a 40% year-on-year increase [1]. - Short-distance intercity routes under 200 kilometers account for 67.1% of customized passenger transport, highlighting its advantages in urban commuting [2]. Regional Insights - Provinces such as Jiangsu, Shandong, and Guangdong lead in the number of customized passenger transport routes, with the top ten provinces accounting for 75.4% of the total [2]. - Regions like Sichuan and Yunnan show strong local innovation in network platform development, with over 20 regional and local platforms [2]. Service Innovation - Customized passenger transport has gained market acceptance by offering flexible "door-to-door" services, breaking the limitations of traditional "station-to-station" transport [2]. - Examples include the "Beijing-Tianjin-Hebei Customized Express Bus," which serves over 7,000 passengers daily and reduces commuting time by over 30% [2]. Platform Development - By the end of 2024, there are 302 customized passenger transport network platforms, with the top ten platforms covering 91% of the routes [3]. - Platforms like "Didi Bus" collaborate with over 200 passenger transport companies, enhancing service through data mining and smart algorithms [3]. Business Growth - Didi Bus reported a business scale growth of over 75% from October to November 2025, leveraging the "Internet+" model to combine digital technology with offline service capabilities [5]. - The traditional road passenger transport industry is gradually moving towards digitalization, scalability, and branding, paving a sustainable path for transformation [5].