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33来迟
2021-07-12
一定会涨回来的
滴滴蒸发近600亿市值的背后，谁能坐收渔翁之利？
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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n滴滴蒸发近600亿市值的背后，谁能坐收渔翁之利？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 19:47 北京时间 <a href=https://mp.weixin.qq.com/s/_dpYXIMI7oWl_ApkcSKk-g><strong>福布斯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一石激起千层浪，滴滴低调IPO之后，瞬间成为众矢之的。\n继接连被监管责令暂停新用户注册、因数据安全而被全网下架之后，7月9日，网信办又因严重违法违规收集使用个人信息问题，下架“滴滴企业版”等25款App。\n对此，滴滴出行在其官方微博表示：滴滴诚恳接受并坚决服从相关主管部门的要求，严格按照法律规定，参照国家有关标准，深入排查、认真整改存在的所有问题，切实保障广大用户个人信息安全。\n截止发稿，滴滴股价...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/_dpYXIMI7oWl_ApkcSKk-g\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5ea7ede672eda39f3803f5271d88222","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://mp.weixin.qq.com/s/_dpYXIMI7oWl_ApkcSKk-g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181314103","content_text":"一石激起千层浪，滴滴低调IPO之后，瞬间成为众矢之的。\n继接连被监管责令暂停新用户注册、因数据安全而被全网下架之后，7月9日，网信办又因严重违法违规收集使用个人信息问题，下架“滴滴企业版”等25款App。\n对此，滴滴出行在其官方微博表示：滴滴诚恳接受并坚决服从相关主管部门的要求，严格按照法律规定，参照国家有关标准，深入排查、认真整改存在的所有问题，切实保障广大用户个人信息安全。\n截止发稿，滴滴股价已经从上市首日的约670亿美元跌至577亿美元，跌幅达93亿美元（约602亿元人民币）。\n就在滴滴处于最大的危机关头，同行中谁能坐收渔翁之利，也成为关注的焦点。\n事实上，高德打车、美团打车、首汽约车、百度打车、曹操出行、T3出行等厂商等都想借此机会，以挑战滴滴的地位。7月9日，新版“美团打车”App在各大主流应用商店重新上架，该APP在2019年5月下架。而有传闻T3 出行在内部信中表示，滴滴下架对于公司是千载难逢的机会，号召全公司人员“007”大干一个月。\n同时，目前国内网约车市场竞争也日益激烈。据全国网约车监管信息交互平台统计，截至2021年6月30日，全国共有236家网约车平台公司取得网约车平台经营许可，环比增加2家。在订单量超过30万单的网约车平台中，订单合规率排行中，排名前列的是如祺出行、享道出行、T3出现、神州专车和阳光出行，滴滴出行仅排第九位。\n公开数据显示，滴滴在中国市场拥有1.56亿月活用户、出行业务日均交易量为2,500万次、市场占有率超过90%。但从其一直以来的补贴政策来看，虽然培养了用户网约车的使用习惯，但用户的忠诚度方面则有待商榷。受此次暂停新用户注册、APP下架以及违规事件影响，势必让竞争对手有机可乘。\n但另一方面，滴滴毕竟拥有巨大的用户基数及庞大的资本加持，多年来一直面临亏损，依旧不断获得巨大融资，最终实现IPO，可见大量且持续不断的补贴是其杀手锏，这也是其他竞争难以逾越的一道坎。因此，对于滴滴来说，短时间被超越的可能性并不大，首先要解决的就是这一系列违规问题。\n另一方面，滴滴刚刚在美股上市，就遭遇轮番监管挑战，说明了国家对中概股监管的越发重视。7月10日，国家互联网信息办公室发布关于《网络安全审查办法（修订草案征求意见稿）》（下称“征求意见稿”）公开征求意见的通知。其中对中国互联网企业赴国外上市的种种要求进行了更为具体的规范。\n值得注意的是，征求意见稿的第六个条款，其明确指出掌握超过100万用户个人信息的运营者赴国外上市，必须向网络安全审查办公室申报网络安全审查。同时，还强调了核心数据、重要数据或大量个人信息被窃取、泄露、毁损以及非法利用或出境的风险。\n所以，在此次“滴滴事件”之后，中概股赴美上市将越发艰难，而A股和港股势必成为中国科技企业的首选IPO平台。","news_type":1},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[],"lives":[]}
