The taxi industry is an important part of urban transportation and an important competitor of shared travel. With the rise of new forms of shared travel such as online car-hailing and Internet bicycle rental, the taxi industry is facing huge challenges and pressures, but it also has opportunities for transformation, upgrading and innovative development. This paper analyzes the market size, structure, characteristics and trends of the taxi industry in 2023 from the supply side and demand side of the taxi industry, and looks forward to the development prospects and opportunities of the taxi industry.

1. supply-side analysis

从供给端来看，出租车行业主要包括巡游出租车和网约出租车两种形式。巡游出租车是指在道路上随机接受乘客召唤或者在指定地点等候乘客上下车的传统出租车；网约出租车是指通过互联网平台预约乘客或者接受乘客预约后提供服务的新型出租车。

According to data from the Shangpu Consulting Group, in 2022, the scale and number of cruise taxis and online car-hailing in my country will decline. There are 16000 cruise taxi business license enterprises nationwide, with 985000 cruise taxi transport permits; there are 298 online car-hailing platform business license enterprises nationwide, with 5.177 million online car-hailing driver licenses and 2.191 million online car-hailing transport permits. It can be seen that cruise taxis still have an advantage in number, but online taxis have shown rapid growth in recent years.

From the perspective of regional structure, cruise taxis are mainly concentrated in central cities such as first-tier cities and new first-tier cities, while online taxis have a wider coverage. According to data from the Shangpu Consulting Group, the national online car-hailing passenger traffic accounted for 40.5 percent of the transportation sector in 2022, an increase of 6.4 percentage points from 2019. The 36 central cities of the cruise taxi passenger volume accounted for about half of the country's total. This shows that in central cities, cruise taxis still have strong competitiveness and market share; while in other cities, online taxis have greater development space and potential.

From the perspective of technical level, cruise taxis and online taxis are constantly improving their digital, intelligent, and green capabilities. On the one hand, the cruise taxi realizes the docking and information sharing with the Internet platform by installing GPS, electronic taximeter, intelligent dispatching system and other equipment, which improves the operation efficiency and service quality; on the other hand, the network taxi realizes better matching and communication with passengers by adopting new energy vehicles, intelligent driving assistance system, artificial intelligence voice recognition and other technologies, Reduce energy consumption and cost. According to data from Shangpu Consulting Group, the proportion of new energy vehicles in the national online car-making will reach 40% in 2022 and is expected to exceed 50% by the end of 2023.

2. Demand Side Analysis

From the demand side, the taxi industry mainly faces the travel needs of urban residents, especially the medium and long-distance, personalized, efficient and convenient travel needs. According to data from Shangpu Consulting Group, in 2022, the average daily order for online cars nationwide is 19 million, the average daily order for Internet rental bicycles is about 30 million, and the average daily order for Internet rental electric bicycles is about 20 million. It is estimated that there will be more than 30 billion new forms of shared travel services such as online car-hailing and Internet rental (electric) bicycles in 2022. It can be seen that shared travel has become an important choice for urban residents to travel, and taxis, as an important part of shared travel, also have a huge market demand.

From the perspective of user characteristics, taxi users are mainly young people, high-income groups, business people and other groups. According to data from Shangpu Consulting Group, in 2022, the proportion of online car users aged 25-34 will reach 46.7, the proportion of 35-44 years old will be 23.4, the proportion of monthly income above 8000 yuan will be 42.9, and the proportion of business travel will be 28.6. This shows that taxi users have higher consumption power and requirements for travel quality, and they also pay more attention to the convenience and comfort of travel.

From the perspective of user satisfaction, taxi users have a high evaluation of service quality, price rationality, safety and security. According to data from the Shangpu Consulting Group, the satisfaction rate of online car users in 2022 will be 83.6 percent, of which service quality satisfaction will be 86.4 percent, price rationality satisfaction will be 81.2 percent, and safety assurance satisfaction will be 85.6 percent. This shows that the online car platform has won the trust and recognition of users by providing high-quality drivers, vehicles, routes and other services.

3. development trend and prospect

From the perspective of development trends, the taxi industry will face the following changes:

One is the tightening of policy regulation. With the expansion of the scale and influence of the online car-hailing platform, government departments have carried out more stringent and detailed supervision on it, including qualification reviews such as business licenses, driver licenses, and transportation licenses, as well as safety responsibilities, data protection, and Price supervision and other aspects of regulation. This is not only a pressure and challenge, but also an opportunity and motivation for the online car-hailing platform, prompting it to improve its own management and service levels and standardize development.

Second, technological innovation is accelerating. With the continuous development and application of technologies such as the Internet, big data, and artificial intelligence, the online car-hailing platform will use these technologies to enhance its core competitiveness, including optimizing matching algorithms, improving scheduling efficiency, and reducing empty driving rates; improving vehicle intelligence and safety, Energy-saving level, to achieve better driving experience and travel experience; explore the application of cutting-edge technologies such as unmanned driving and Internet of Vehicles to achieve innovation and breakthroughs in travel.

Third, market competition intensified. With the continuous expansion and segmentation of the shared travel market, the network car platform will face competition from other new forms of shared travel, such as Internet rental bicycles, Internet rental electric bicycles, Internet rental motorcycles and so on. These new formats have lower thresholds and costs, higher flexibility and convenience, and are more suitable for short-distance travel and last-mile travel. Therefore, the online car-hailing platform needs to provide more diversified and differentiated services according to different user needs and scenarios, and form its own core advantages and characteristics.

Four is the diversification of user needs. With the continuous growth and change of the travel demand of urban residents, the online car Hailing platform needs to meet the higher requirements of users for travel quality, price, safety, comfort and so on. At the same time, it also needs to meet more expectations of users for personalization, customization and diversification. For example, the online car-hailing platform can provide different types of services such as chauffeured cars, luxury cars, women's chauffeured cars, and children's chauffeured cars to meet the preferences and needs of different user groups; it can also provide different modes of services such as carpooling, ride-hailing, and chartered cars to adapt to different travel scenarios and purposes.

From the perspective of development prospects, the taxi industry will have the following opportunities:

First, policy support is favorable. With the advancement of the country's strategies for new urbanization and transportation power, government departments have given more support and encouragement to the new format of shared travel, including formulating relevant laws and regulations, improving relevant standards and regulations, and strengthening relevant infrastructure construction. This provides a good policy environment and development space for the network car platform.

Second, technological progress helps. With the continuous deepening and extensive scientific and technological innovation, the online car-hailing platform will be able to use more advanced and mature technical means to improve its service level and competitiveness. For example, by leveraging technologies such as 5G networks, the Internet of Things, and blockchain, the ride-hailing platform will be able to achieve faster and more stable data transmission and exchange, more secure and transparent data storage and management, and more intelligent and convenient data analysis and application.

Third, the market potential is huge. With the acceleration of urbanization and the expansion of urban scale, the demand of urban residents for travel services will continue to grow. According to the prediction of Shangpu Consulting Group, by the end of 2023, the national urban population will reach 0.86 billion, and the urbanization rate will reach 61.5; the total mileage of urban rail transit will reach 10000 kilometers; the scale of the national shared travel market will reach 600 billion billion yuan. This provides a broad market prospect and development potential for the network car platform.

In summary, the market supply and demand analysis and development prospects of the taxi industry in 2023 are as follows:

From the supply side, the taxi industry mainly includes cruise taxis and online taxis. Cruise taxis still have an advantage in number, but online taxis have shown rapid growth in recent years; cruise taxis Mainly concentrated in central cities, and online taxis have a wider coverage; cruise taxis and online taxis are constantly improving their digital, intelligent, and green capabilities.

From the demand side, the taxi industry mainly faces the travel needs of urban residents, especially the medium and long-distance, personalized, efficient and convenient travel needs; taxi users are mainly young people, high-income people, business people and other groups, with higher consumption capacity and requirements for travel quality, but also pay more attention to the convenience and comfort of travel; taxi users have a high evaluation of service quality, price rationality, security and so on.

From the perspective of development trend, the taxi industry will face changes such as stricter policy supervision, accelerated technological innovation, intensified market competition, and diversified user needs.

From the perspective of development prospects, the taxi industry will have opportunities such as favorable policy support, helpful technological progress, and huge market potential.