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滴滴入局低空经济产业资本加速抢占“空中的士”赛道
Shang Hai Zheng Quan Bao· 2025-10-12 17:07
滴滴入局低空经济 产业资本加速抢占"空中的士"赛道 "打飞的像打车一样简单"的梦想,或许正逐渐照进现实。 企查查App显示,近日,北京滴滴低空科技有限公司成立。股权穿透后发现,该公司由北京小桔科技集 团有限公司全资持股。北京小桔科技集团为滴滴出行母公司,其法人、实际控制人为滴滴出行创始人程 维。 目前已有企业明确瞄准了"空中的士"业务,并确定了价格范围。沃飞长空首席市场官费岚日前向上海证 券报记者表示,公司首批eVTOL商业化运营将定位于"高端专车2倍至3倍定价"市场。 她介绍称,这是预测大规模运营后的一个成本,不过随着未来运营规模扩大,加上电池、电机等核心部 件技术进步带来的成本下降,以及供应链体系的持续优化,有信心通过规模效应进一步摊薄成本,让低 空出行更加普惠,但这需要一个过程。 上市公司抢抓低空产业链机遇 低空版"滴滴"受青睐 从产业链分工而言,在未来的低空经济产业生态中,低空经济运营服务平台是不可或缺的一环。低空 版"滴滴"借鉴了网约车的便捷模式,主体从汽车变为无人机、eVTOL等低空飞行器。 目前,滴滴的竞争对手曹操出行,已经率先布局低空领域的共享出行业务。今年9月,曹操出行与吉利 系eVTOL厂 ...
滴滴,布局低空
Shang Hai Zheng Quan Bao· 2025-10-12 07:22
企查查APP显示,近日,北京滴滴低空科技有限公司成立,法定代表人为陈凯,经营范围包含:社会经 济咨询服务;企业管理咨询;软件开发;软件销售;人工智能应用软件开发;互联网销售等。 股权穿透显示,该公司由北京小桔科技集团有限公司全资持股。该公司为滴滴出行母公司,其法人、实 际控制人为滴滴出行创始人程维。 滴滴此前未披露过在低空领域的战略布局,但与此同时,已有不少企业、平台陆续宣布要打造低空 版"滴滴"。此次滴滴成立北京滴滴低空科技,或许正是出于防御与卡位的需要。对于低空经济产业而 言,出行巨头的"入场",也是一个不容忽视的信号。 就低空经济的eVTOL而言,对于eVTOL的应用场景,业内的共识是,场景开拓的先后顺序是从偏远地 区到人口密集区,从低频次场景到高频次场景,根据风险递进原则逐层推进。 亿航智能副总裁贺天星此前向上证报记者表示,现阶段eVTOL的商业应用将先以低空旅游、城市观光 领域为切入场景,而后逐步拓展至应急救援、交通接驳、空中通勤等场景,最终实现"空中出租车"的普 惠化。 eVTOL售价普遍高于汽车、低于直升机,个人直接购买eVTOL暂时不现实。因此,业内的普遍观点 是,eVTOL的大规模铺开,应先 ...
哈啰上了一条大船?
虎嗅APP· 2025-09-30 09:28
如果国庆假期你正巧行走在重庆到上海的长江沿线,不妨抬头望一眼江面。或许会看到这样一幕: 一艘游船正缓缓驶过,甲板上立着巨型的哈啰单车、哈啰租车、哈啰顺风车装置,蓝色的身影在江风 中格外醒目。 那正是日常街头巷尾随处可见,此刻却以全新姿态亮相的哈啰。 历时20天,横跨2000余公里,"哈啰号"自重庆起航,一路巡游直抵上海。 这趟航行,本身就是一个 有意味的隐喻: 哈啰的"假日狂欢节"亦如此。 哈啰把三者放在同一个舞台,千里巡游,意图已经不言自明—— 它不只是出行工具的集合,而是一 次关于"出行生态"的破圈宣言。 轮船,承担跨区域、大规模运输的远洋重任; 单车,解决城市出行最后一公里的个人难题; 四轮,则填补二者之间的空白场景。 从解决城市"最后一公里"难题的共享单车,到覆盖城际出行的顺风车服务,再到如今全面布局长途出 行场景,哈啰正通过多元化的出行产品,将一个个分散的出行需求串联成链。 "长途出行用哈啰"不再是一句口号,而是整合顺风车与租车等多业态的综合出行解决方案,为用户带 来更便捷、高效的长途出行新选择。 这场长江之上的狂欢,是哈啰为更宏大的战略叙事进行的用户心智预热与生态预演。 被低估的哈啰,又悄悄放了一 ...
济宁哈啰强管理保双节用车 倡导用户文明骑停
Qi Lu Wan Bao· 2025-09-29 04:28
9月29日,哈啰运维员小张正在对理工学院周边的车辆进行清洁整理维护。"每年国庆假期,济宁用车的市民和游客依 然很多,今年国庆又遇中秋节,我们加大了车辆调度频率,保障双节期间车辆停放秩序和用车需求。"小张表示,运 河城附近有密集的写字楼和商圈,假期期间用车需求都特别大,但停车区限停数量有限,高峰时段"一车难求"。为了 进一步满足用车需求,保障运河城周边用车秩序,哈啰针对运河城商圈进行调度策略的调整。"现在不少用户也向我 们反映车辆不够用的问题,我们会利用假期时间进行车辆疏散路线模拟,制定高峰时段车辆补充方案,全力满足市民 用车需求。" 此外,哈啰也增派人手进行线下还车指导。"假期来济宁的游客,有一些是第一次使用共享助力车,停车不是很规 范,对于图像识别地面'绿T'标识垂直停车技术不了解,我们在各大商超、车站都配备了巡查人员,进行不定时的引导 和协助。"哈啰运维员小张表示。 济宁市共享单车序化管理以来,哈啰不断优化停车图像识别技术,对采集到的数据进行更新数据库,减少误判,提升 精准度,还车成功率和用户体验逐年提升。哈啰骑行济宁城市经理杜辉表示:"哈啰采取多项措施,进一步优化共享 助力车停车体验,配合城市主管部门提 ...
共享出行平台行业深度报告:行业呈燎原之势,曹操出行的弯道超车机会在即
Minsheng Securities· 2025-09-26 05:58
共享出行平台行业深度报告 行业呈燎原之势,曹操出行的弯道超车机会在即 2025 年 09 月 26 日 ➢ 中国出行市场规模稳居全球首位,聚合平台兴起或改写滴滴出行主导用户交 互的行业生态。中国出行市场规模稳居全球首位,2024 年市场规模为 8 万亿元。 得益于下沉市场出行需求的增长以及共享出行市场规模的扩大,据弗若斯特沙利 文的预测,2025-2029 年,出行市场的 CAGR 有望提升至 5.4%;地图导航, 本地生活型聚合平台崛起,重塑行业流量生态,弗若斯特沙利文预计 2029 年通 过聚合平台完成的网约车订单比例或攀升至 53.9%,为第二梯队的企业提供了突 围的机会,打破了以往滴滴出行主导用户交互的局面。 ➢ 曹操出行:国内唯一"三合一"自动驾驶运营平台,公司弯道超车机会在即。 1)吉利孵化的中国领先共享出行平台,发展持续提速。公司为吉利集团孵化, 公司实控人李书福为吉利汽车的创始人及董事长,曹操出行现已成长中国第二大 共享出行平台,2025H1 公司实现 GTV109.5 亿元,同比+53.6%;1H25 完成 订单 380 亿单,同比+49%。 2)与吉利业务协同效应显著,打造中国最大规模定制 ...
永安行科技股份有限公司关于完成工商变更登记并换发营业执照的公告
Shang Hai Zheng Quan Bao· 2025-09-25 21:12
统一社会信用代码:913204005603281353 名称:永安行科技股份有限公司 类型:股份有限公司(上市) 证券代码:603776 证券简称:永安行 公告编号:2025-122 永安行科技股份有限公司 住所:常州市新北区汉江路399号 关于完成工商变更登记并换发营业执照的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担个别及连带责任。 永安行科技股份有限公司(以下简称"公司")分别于2025年8月27日召开第五届董事会第五次会议、 2025年9月16日召开2025年第三次临时股东会,审议通过了《关于变更注册资本、经营范围暨修订〈公 司章程〉的议案》,具体详见刊登在上海证券交易所网站(www.sse.com.cn)以及公司指定披露的媒体 上的《关于变更注册资本、经营范围暨修订〈公司章程〉的公告(2025-117)》《2025年第三次临时股 东会决议公告(2025-121)》。 根据上述决议,公司于近日办理完成工商变更登记和备案手续,并领取了常州市政务服务管理办公室换 发的《营业执照》,变更后的公司基本信息如下: 2025年9月2 ...
北斗技术全力赋能共享出行
Zhong Guo Jing Ji Wang· 2025-09-25 07:56
Group 1 - Meituan's bike-sharing service has deployed over 2.63 million shared bikes equipped with Beidou high-precision positioning technology across more than 30 cities in China, making it the first company in the industry to exceed a million units of Beidou application scale [1] - The integration of Beidou technology allows for "sub-meter" high-precision positioning, enhancing user experience in locating and returning bikes while providing critical data support for refined operations [1] - Meituan has established the first urban-level shared mobility Beidou data center in China, transforming dispersed bike positioning data into insights for urban slow traffic patterns, marking a shift from single tool applications to platform capabilities [1] Group 2 - The application of Beidou technology in consumer sectors is rapidly expanding, evolving from a distant "sky system" to an integral part of daily services [2] - Meituan's "Beidou+" application ecosystem extends from two-wheeled vehicles to a three-dimensional space, showcasing an "air-ground integration" intelligent delivery network that utilizes Beidou for autonomous drone navigation and decision-making [2] - The integration of "Beidou+" is empowering various industries and is seen as a significant driver for high-quality economic and social development, with shared mobility being a key area for Beidou applications [2]
人在湖南却收到徐州哈啰单车90多笔骑行订单,哈啰曾要求当事人自证非本人骑行
Yang Zi Wan Bao Wang· 2025-09-23 09:50
Core Viewpoint - A user in Hunan discovered over 90 unauthorized orders on the Hello Bike app, all occurring in Xuzhou, Jiangsu, despite never having visited the city, raising concerns about account security and customer service response [1][4][10]. Group 1: User Experience - The user, Ms. Yao, has been living in Hunan since 2022 and has not used the Hello Bike app since 2021, yet found multiple transactions from 2023 to 2025 linked to her account [4][10]. - The unauthorized charges were processed through Alipay's automatic payment feature, which the user was unaware of until she checked her account [4][8]. Group 2: Company Response - Hello Bike's customer service suggested that the issue might be due to the previous owner of the phone number or account sharing, and they refused to provide IP address information citing privacy concerns [6][7]. - Despite the user's complaints, Hello Bike initially denied any system errors and did not offer a refund until later, when they acknowledged the issue and agreed to return the funds [10][12]. Group 3: User Advocacy - Ms. Yao's main request was not for compensation but for the company to investigate the issue and apologize, highlighting the need for users to disable automatic payments to prevent similar incidents [8][12]. - The user found that others had experienced similar unauthorized charges, indicating a potential systemic issue within the Hello Bike platform [8].
两轮出行为何越来越受青睐(美丽中国)
Ren Min Ri Bao· 2025-09-21 22:41
Core Insights - The two-wheeled transportation, primarily bicycles and electric bicycles, is increasingly favored for short-distance commuting and leisure due to its convenience and flexibility [2][3] - The sector contributes to reducing carbon emissions and promotes the green transformation of the entire industry chain [2][3] Group 1: Market Growth and Trends - As of now, the social ownership of bicycles in China exceeds 200 million units, while electric bicycles reach approximately 380 million units [2] - Urban residents complete about 30 out of every 100 trips using two-wheeled transportation [2] - The average riding time for bicycles in urban areas increased from 12.6 minutes in 2021 to 13.88 minutes in 2023 [3] Group 2: Environmental Impact - Two-wheeled transportation contributes to a daily reduction of approximately 10,000 tons of carbon emissions, equivalent to saving about 6.6 million liters of gasoline [3] - In 2023, the total reduction in carbon emissions from two-wheeled transportation reached 4.2925 million tons, translating to an environmental cost saving of around 2.6 billion yuan [3] Group 3: Cultural and Social Aspects - The rise of cycling culture has led to an increase in cycling activities, with over 18 million cycling enthusiasts and more than 100 million people cycling regularly [4] - Cycling has become a new social trend, enhancing community engagement [4] Group 4: Shared Mobility and Infrastructure - Shared bicycles have become a crucial part of urban public transport, with over 12 million shared bicycles deployed nationwide, and an average of 24 million rides taken daily [5] - The integration of Beidou technology with shared bicycles enhances user experience by improving bike locating and swapping convenience [5] - The proportion of cycling activities around rail transit stations has steadily increased, with electric bicycle usage around these areas growing by 11.3% in 2023 [5] Group 5: Future Prospects and Innovations - The introduction of hydrogen-powered shared bicycles marks a shift towards greener energy solutions, with features like quick refueling and long-range capabilities [6] - The recycling rate of bicycles in the Guangdong-Hong Kong-Macao Greater Bay Area is about 25%, with shared bicycles achieving nearly 100% recycling [6] - The ongoing improvement of infrastructure and rising environmental awareness are expected to sustain the popularity of two-wheeled transportation as a key component of green development [6]
我国城镇居民每100次出行中,约有30次由自行车、电动自行车完成 两轮出行为何越来越受青睐(美丽中国)
Ren Min Ri Bao· 2025-09-21 22:05
Core Insights - The two-wheeled transportation, primarily bicycles and electric bicycles, is increasingly favored for short-distance commuting and leisure due to its convenience and flexibility, contributing to a green transition in related industries [1][2] Group 1: Market Growth and Trends - The number of bicycles in China has surpassed 200 million, while electric bicycles have reached approximately 380 million, with urban residents completing about 30 out of every 100 trips using two-wheeled transportation [1] - From 2021 to 2023, the average riding time for urban residents increased from 12.6 minutes to 13.88 minutes, indicating a growing preference for two-wheeled commuting [2] - Daily carbon emissions reduced by two-wheeled transportation amount to approximately 10,000 tons, equating to a savings of about 6.6 million liters of gasoline [2] Group 2: Cultural and Social Impact - The rise of cycling culture has led to over 18 million cycling enthusiasts in China, with more than 100 million people cycling regularly, making it a new social trend [3] Group 3: Shared Mobility and Infrastructure - Over 12 million shared bicycles have been deployed nationwide, with an average of 24 million rides per day, highlighting the importance of shared mobility in urban transport [4] - The integration of rail and cycling is becoming more prevalent, with a steady increase in cycling activities around rail transit stations from 2021 to 2023 [4] Group 4: Sustainable Development Initiatives - The introduction of hydrogen-powered shared bicycles in Qingdao marks a shift towards using green energy in two-wheeled transportation [5] - The recycling rate of bicycles in the Guangdong-Hong Kong-Macao Greater Bay Area is about 25%, with shared bicycles achieving nearly 100% recycling [5] - The industry is evolving into a healthier, greener, and low-carbon lifestyle, with expectations for continued growth in two-wheeled transportation as infrastructure improves and environmental awareness increases [5]