出行DIDI美国IPO上市路演PPT滴滴

RoadshowPresentationJune2021 Offering SummaryIssuerDiDi Global Iinc. ("DiDr" or the Company)Listing Venue /Ticker.NYSE / DIDIFiling RangeUSS13.00 - USS14.00 per ADSBase Offering Size288,000,000 ADSs (1 ADS represents 0.25 Class A ordinary shares, 100% primary)USS3,744MM-USS4,032MM (pre-greenshoe)Over-allotment Option43,200,000 ADSs (15.0% of Base 0ffering. 100% primary)US$562MM-US$605MMI0I in aggregate of up to $1,250MM, includingIndication of InterestUp to $750MM from Morgan Stanley Investment Management; andUp to $500MM from TemasekLock-up180 days~30% in investing in our technology capabilitiesUse of Proceeds30% in growing our presence in selected international markets outside of China~20% for other general corporate purposesExpected Pricing DateJune 29, 2021GoldmanMorgan StanleyJ.PMorganJoint BookrunnersSachsIn aphabetical orderODiDi OURMISSIONMake Life Better byTransforming MobilityODiDi FinancialsWorld'sLargestMobilityTechnologyPlatformCOVID-19Outbreak andSafetyRecovery493mm41mmReinforcementAnnualAverage DailyActive Users'TransactionsAcquiredLiberChine~4,000 cities? inRMB244bn16 Countries)Core PlatformGTV*?515mmRMB600bn+20122014S10t201620172018July 2018Dee 2020Annual ActiveDrivers'DriverIncomesE:1.TODiDi MaMDiDiProductsforEveryPersonandEveryPurpose>50km1-3kmServices withPrice Rangefrom LowtoHigh15cent>$100PublicBikeE-bikeCarpoolingHitchPiggyTransitExpressTaxiExpressPremierChauffeurLuxeSolutionsODiDi FinancialsWeAreBuildingtheFutureofMobilityMass Rollout ofPurpose-Built EVFullComprehensiveCommercializationshared mobilityMobility PlatformWorld's LargestCommercial Pilot ofL4 Autonomous inof Autonomousnetwork powered byAutonomous DrivingProductionDrivingsustainable energy201220202040EAutonomousDrivingGlobalPenetration )24%29%Hybrid DispatchUSS16.4TnGlobalPenetration(t)2%11%Purpose-built Electric VehiclesElectricVehiclesPrivate CarsTransformingOwnershipModelShared MobilityODiDi Why We WinOverviewFinancialsConsumersWinwithNextGenMobility:TheFutureIsNowinChinaDensely Populated CitiesAffordable Shared MobilityComparison of Cost per Kilometer for RiderCities with 1mm+ PopulationCost of Shared Mobility as Percentage ofRMBCost of Private Car Private CarShared Mobility1372.26.00.7xU.S.ChinaU.S.China4.53.53.5Limited Car Ownership2.8Unsatisfying Experience2.7Car Parc per CapitaBeijing as an Example10MinutesWaiting During Peak Hours?0.2Tier 1 CitiesTier 2 CitiesTier 3 Cities andChinaSiting in Traffic per DayBelowU.S.ODiDi OverviesFinancialsConsumerDemandforNextGenMobilityWillOnlyGrowUrbanization&RegionalEconomicGrowth20202030Tier 1 & 21030Tier 3 & BelowEst. numberof citiesUser PenetrationRate of Share24%7%of similar sizein China'153230Mobility in China?ConsumptionUpqradeGenerationalPreferenceShiftFavorableRegulationsand Guidance800million74.3%0.03%Est, annual disposable% of people aged between 25-35income of RMB40K andwho prefer using shared mobility to2020 Beijing license plateabove in 2030other transportation means)ODiDi OverviesFinancialsSharedMobilityWillContinuetoTakeShareinChinaChina SharedMobility Market SizeRMB9 Trillion(RMB Billion)25E-40ECAGR:17%>10xGrowth19-25E CAGR 23.2%86215-19 CAGR:48.2%24751201520192025E2040EMarket Size1.2%3.9%8.1%Penetration36%Number of Rides0.7%2.1%4.8%27%PenetrationODiDi10 OverviesinancialsWhyWeWinDiDiServe Consumers Betterand IncreasePenetration of Shared MobilityServeDrivers BetterandExpand Presence andReduce the Cost ofInnovative Businesses toMobilitySelected InternationalMarketsADrive Adoptionof ElectricInvest in Technology andMobilityArtificial IntelligencetoDrive the Future ofMobilityODiDi11 Why We WinOverviesFinancialsBringing ConsumerExperiencetotheNextLevelODiDiPrivateCarsAffordability70%DDConvenienceTrafficIn CarReportedSafetyAccidentsVDisputesCrimesReliabilityConsumerTransactionFrequencyAveragetransactionsFirst Year>>>Fifth Yearcompleted on DiDi platform20.241.9after joining12 DualFlywheel:DiDiDeliverstheBestConsumerExperienceByEmpoweringDriversElectric MobilitySolutionsDriving EVAdoptionCustomizedVehiclesElectricOTDiDiChargingLiquidityDriverEnablementNetworkNetworkliiShared MobilityIncreaseandAuto and ElectricImproveSupplyMobility SolutionsLeasintRetueMaintenance &RepairAuto SolutionsODiDi Why We WinFinancialsLowerPricesforConsumers.MorencomeforDriversandBetterMarginsforDiDiCostperKilometer(RMB)[Industry Average]Private CarShared MobilityAutonomousVehiclesTheMobileLivingRoom4.10.6Average Shared Mobility Cost fromRider Perspective:RMB2.90.8Platform's TakePlatform'sTakePlatform'sTake0.6Driver's TakePlatform's TakeDriver's Take1.1Driver's Take2.0830.80.60.2ICE VehiclesICE VehiclesElectric VehiclesD1Autonomous= DepreciationEnergy Insurance, Repair and Maintenance Parking and Ticketsoere OC. Note ICETODiDi Why We WinFinancialsPurpose-BuiltElectricVehicletoImproveExperienceforConsumersandDriversWorld's First Purpose-BuiltPassengerD1EVforShared MobilityErgonomic,ComfortableandFunSpace90%CustomerSatisfactionRate(4)DriversBetterDriving ExperienceInteractive Infotainment SystemD1E