以下文章来源于斑马消费 ，作者任建新 斑马消费 . 01 业绩压力巨大 2024 年 6 月，嘀嗒出行（ 02559.HK ）作为顺风车市场亚军，登陆港股市场，成为"共享出行第一股"，一时风光无两。 寻找泛消费领域的斑马企业 作为独立顺风车平台中的绝对老大，嘀嗒出行的业务表现，也成为顺风车这种出行模式的缩影。 2024 年 6 月上市以来，嘀嗒经历了最灰色的一年，业务和业绩表现持续下滑。今年上半年，尽管车主和用户数量持续增长，但其 顺风车业务量下降 30% ， GMV 下降接近 35% 。 顺风车，没人坐了吗？一方面，随着宏观消费环境的变化，整个移动出行市场都遭遇增长压力；另外，网约车整体价格下降等原因，也挤压了用户对顺风车的 积极性。 作为顺风车平台，纯靠抽佣的业务模式，能够保证盈利，但无法维持增长。而且，随着各类对手对顺风车市场的降维打击，嘀嗒的压力越来越大。 更关键的是， 当竞争对手们正在押注下一代出行平台，偏安于角落的嘀嗒出行，如何赢得自己的未来？ 然而，谁也没想到，仅仅一年之后，嘀嗒出行的业务和业绩，就迎来了全面下滑。 2025 年上半年，公司收入 2.86 亿元，同比下降 29.1% ；净利润 1 ...

Core Insights - The core viewpoint of the articles is that Dida Chuxing has upgraded its ride-sharing features to enhance user experience by facilitating repeat rides among users, thereby fostering a semi-familiar travel atmosphere [1][2]. Group 1: Feature Enhancements - Dida Chuxing has introduced a new feature allowing users to invite previous travel companions before booking a ride, increasing the certainty of shared rides and improving the efficiency of the invitation process [1]. - The platform has also launched a WeChat invitation feature, enabling passengers to share their travel plans on WeChat to invite others to join, which helps in cost-sharing and rewards both the inviter and invitee [1]. - The platform will utilize historical travel data, route compatibility, and user ratings to intelligently recommend potential travel companions to both drivers and passengers [1]. Group 2: User Demand and Social Integration - The upgrades to the repeat ride invitation feature are based on genuine user demand, particularly from those with fixed routes and schedules who prefer to travel with familiar companions [2]. - The ability to invite companions through WeChat enhances trust among users and strengthens social connections within their networks, contributing to the development of a semi-familiar travel ecosystem [2].