中国におけるE-ヘイリングプラットフォーム市場、2022年：Frost Radar

中国のE-ヘイリング市場は成熟しています。成長の促進要因は、住民の生活水準の向上、自家用車での移動の制限、巡回タクシーの不足などです。2021年、中国のE-ヘイリングの市場規模は505億2,000万米ドルに達しました。同市場は引き続き成長軌道にあり、2022年には前年比11.7%増の564億3,000万米ドルに達する見込みです。

当レポートでは、中国におけるE-ヘイリングプラットフォーム市場について調査し、市場の概要とともに、戦略的インペラティブ、成長の機会などを提供しています。

目次

戦略的インペラティブと成長環境

• 戦略的インペラティブ
• 成長環境

フロストレーダー（TM）

• Frost Radar（TM）：中国におけるE-ヘイリングプラットフォーム
• Frost Radar（TM）：競合環境

活躍企業

• AutoNavi
• Cao Cao Mobility
• Dida Chuxing
• Didi
• Hello Chuxing
• Meituan Dache
• Shouqi Yueche
• T3 Mobility
• UCar
• Xiangdao Chuxing

戦略的洞察

• 戦略的洞察

次のステップ：Frost Radar（TM）を活用した主要な利害関係者へのエンパワーメント

• Frost Radar（TM）に参加する意義
• Frost Radar（TM）によるCEOの成長チームへのエンパワーメント
• Frost Radar（TM）による投資家へのエンパワーメント
• Frost Radar（TM）による顧客へのエンパワーメント
• Frost Radar（TM）による取締役会へのエンパワーメント

Frost Radar（TM）分析

• Frost Radar（TM）：将来の成長可能性のベンチマーキング
• Frost Radar（TM）：将来の成長可能性のベンチマーキング
• 免責事項

A Benchmarking System to Spark Companies to Action Innovation that Fuels New Deal Flow and Growth Pipelines

In the last 5 years, the Chinese government has tightened vehicle data collection, data protection, data privacy, and cybersecurity through a series of laws and regulations. Frost & Sullivan recognizes that all electronic hailing (eHailing) platform providers in China must assess these regulations and update their business operations and strategies to ensure legal compliance.

China's eHailing market is mature. Growth drivers include residents' improved living standards, restricted private car travel, and shortages of cruising taxis. In 2021, the country's eHailing market transaction scale reached $50.52 billion. The market remains on a growth trajectory and is on course to reach $56.43 billion in 2022, registering year-on-year (YOY) growth of 11.7%.

By the end of 2021, 258 eHailing service providers had obtained the Online Taxi Booking Business License, an increase of 40 companies compared to 2019. Meanwhile, 3.9 million online ride-hailing driver's licenses and 1.6 million vehicle licenses were issued across China.

China has tightened data-related rules on the eHailing industry. In fact, the eHailing giant Didi Global Inc. (Didi) was fined $1.20 billion for 16 legal violations. As the investigation of the company's cybersecurity gradually unfolded, Didi's rivals began competing to grab more market share. Chinese regulators later summoned 11 eHailing platforms, including Meituan, T3 Mobility, AutoNavi, and many other companies mentioned in this study, to stop illegal business expansion and publicity practices to recruit both drivers and passengers. Therefore, eHailing platforms must take serious measures to comply with newly released national cybersecurity laws and security guidelines on processing data collected from their vehicles.

Despite the ongoing national investigation on Didi, the company still dominates the eHailing market, with nearly 70.0% share in 2021. Tier II eHailing platforms such as Xiangdao Chuxing, T3 Mobility, Cao Geode Mobility, Shouqi Yueche, and Dida Chuxing totaled 20.0% market share in 2021. More than 200 eHailing platforms split the remaining 10.0% market share. Frost & Sullivan independently plotted China's top 10 eHailing platforms in this Frost Radar™ analysis.

The study features Didi Global Inc. (Didi), Shouqi Group (Shouqi Yueche), SAIC Mobility Technology and Service (Xiangdao Chuxing), T3 Mobile Travel Services (T3 Mobility), Zhejiang Geely Holding Group (Cao Cao Mobility), Hello TransTech (Hello Chuxing), UCAR Inc. (UCar), Meituan (Meituan Dache), AutoNavi Holdings (AutoNavi), and Beijing Changxing Information Technology (Dida Chuxing). While more than 200 companies either are exploring the market or have recently entered it, Frost & Sullivan has identified these 10 as the market powerhouses.

Table of Contents

Strategic Imperative and Growth Environment

• Strategic Imperative
• Strategic Imperative (continued)
• Growth Environment
• Growth Environment (continued)

Frost Radar™

• Frost Radar™: eHailing Platforms in China
• Frost Radar™: Competitive Environment
• Frost Radar™: Competitive Environment (continued)

Companies to Action

• AutoNavi
• Cao Cao Mobility
• Dida Chuxing
• Didi
• Hello Chuxing
• Meituan Dache
• Shouqi Yueche
• T3 Mobility
• UCar
• Xiangdao Chuxing

Strategic Insights

• Strategic Insights

Next Steps: Leveraging the Frost Radar™ to Empower Key Stakeholders

• Significance of Being on the Frost Radar™
• Frost Radar™ Empowers the CEO's Growth Team
• Frost Radar™ Empowers Investors
• Frost Radar™ Empowers Customers
• Frost Radar™ Empowers the Board of Directors

Frost Radar™ Analytics

• Frost Radar™: Benchmarking Future Growth Potential
• Frost Radar™: Benchmarking Future Growth Potential
• Legal Disclaimer