滴滴：春节百公里以上远距离订单上涨43% 亲友同行六座打车需求增长141%

Core Insights - The concept of "dual-direction travel" has emerged as a new highlight for the 2026 Spring Festival travel, with orders for intercity rides in third-tier cities and below increasing by 95% compared to regular days [1][3] - The "reverse New Year" trend has significantly boosted ride orders in first-tier cities, achieving record growth [1][3] - The enthusiasm for travel to China has surged, with ride orders from inbound users increasing by 74% year-on-year during the holiday [1][4] Group 1: Travel Trends - The demand for rides to return home remains strong during the Spring Festival, with intercity ride orders in third-tier cities and below up by 95% compared to regular days [1][3] - Long-distance orders (over 100 kilometers) have increased by 43% compared to regular days, indicating a strong desire to reunite with family [1][3] - The trend of "first returning home and then traveling" has emerged during the nine-day holiday, with demand for six-seat vehicles rising by 141% [4] Group 2: Market Adaptation - Didi has partnered with agents in lower-tier markets to optimize travel experiences based on local conditions, enhancing ride demand and supporting economic development in county-level areas [1][3] - As of now, Didi's authorized agents cover 25 provinces/regions across the country, indicating a broad market presence [1][3] - The demand for rides in Hong Kong from mainland tourists has surged by 58% during the Spring Festival, with popular destinations including Disneyland and Victoria Peak [4] Group 3: User Demographics - The daily average of intercity ride orders from users aged 55 and above, residing in third-tier cities and below, has increased by 45% in first-tier and new first-tier cities [1][3] - The combination of "reverse New Year" and holiday travel has led to a significant increase in ride demand in first-tier cities, with intercity ride orders up by 20% year-on-year [1][3] - Inbound users from countries such as South Korea, Russia, Malaysia, and Singapore have shown the highest activity during the holiday period [4]