DiDi(US:DIDIY) Feng Huang Wang·2025-12-30 09:22Group 1 - Didi Chuxing predicts that on December 31, 2025, domestic ride-hailing demand will exceed 80 million orders due to multiple factors such as New Year's Eve celebrations, commuting, and travel [1] - The peak demand for rides on New Year's Eve is expected to start at 3 PM and last until 8 PM [1] - Demand for rides to outdoor entertainment venues, tourist attractions, and major shopping areas is projected to increase by over 9 times compared to the same week last year [1] Group 2 - The demand for high-quality transportation options, such as ride-hailing and luxury vehicles, is expected to rise significantly, with increases of 226% and 188% respectively compared to the previous week [2] - The post-00s generation is anticipated to be the main contributor to ride-hailing demand on New Year's Eve, accounting for approximately 37% of total orders, and 45% of orders at 1 AM on January 1 [1] - During the New Year's holiday period (January 1 to January 3), the main travel themes are "heading south to escape the cold" and "going north for snow," with cities like Guangzhou and Shenzhen seeing high demand and significant year-on-year growth [1] Group 3 - Didi's car rental data shows a substantial year-on-year increase of 243% in rental bookings during the New Year's holiday [2] - Over 70% of users opted to pick up rental cars before the holiday (from December 27 to 31), with 50% planning 2 to 4 days of self-driving trips [2] - The majority of rental orders (60%) are for cars at travel destinations, with popular locations including Haikou, Qingdao, Urumqi, and Sanya [2] Group 4 - To manage the travel peak and incentivize drivers, Didi will launch commission-free cards in 245 cities from December 31 to January 3, along with additional rewards in some cities [2] - The rental orders in Harbin are expected to reach five times the volume of the same period in 2025, while the Altay region is projected to see a sevenfold increase [2]