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AceSU

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- AceSUAceSU
  ·2022-06-08
  666
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- AceSUAceSU
  ·2022-01-15
  666
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- AceSUAceSU
  ·2021-09-24
  $海底捞(06862)$?
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- AceSUAceSU
  ·2021-08-16
  Up up up
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- AceSUAceSU
  ·2021-07-11
  ???
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- AceSUAceSU
  ·2021-07-07
  DIDI up
  Will advertising become the core income when Didi puts a big screen in Li Orange Special Car?
  种种迹象显示，滴滴正在加快户外广告业务的布局。长庚君了解到，滴滴已在部分礼橙专车上投放了车载广告屏，这是继一个月前滴滴在快车上投放车载广告屏后，再度加快该项业务的布局。(之前的报道在这里） 6月初，
  Will advertising become the core income when Didi puts a big screen in Li Orange Special Car?
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- AceSUAceSU
  ·2021-07-01
  Is it time to buy?
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- AceSUAceSU
  ·2021-06-27
  I waiting for it...
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- AceSUAceSU
  ·2021-06-27
  ???
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- AceSUAceSU
  ·2021-06-25
  ???
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up","listText":"DIDI up","text":"DIDI up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140365403","repostId":"1130494473","repostType":4,"repost":{"id":"1130494473","kind":"news","pubTimestamp":1625630000,"share":"https://ttm.financial/m/news/1130494473?lang=en_US&edition=fundamental","pubTime":"2021-07-07 11:53","market":"us","language":"zh","title":"Will advertising become the core income when Didi puts a big screen in Li Orange Special Car?","url":"https://stock-news.laohu8.com/highlight/detail?id=1130494473","media":"长庚科技","summary":"种种迹象显示，滴滴正在加快户外广告业务的布局。\n长庚君了解到，滴滴已在部分礼橙专车上投放了车载广告屏，这是继一个月前滴滴在快车上投放车载广告屏后，再度加快该项业务的布局。(之前的报道在这里）\n6月初，","content":"<p><img src=\"https://static.tigerbbs.com/31b11f89302957ecc6711f825cf96303\" tg-width=\"1080\" tg-height=\"1440\"></p><p>There are signs that Didi is accelerating the layout of outdoor advertising business.</p><p>Chang Gengjun learned that Didi has put on-board advertising screens on some Licheng special cars, which is another acceleration of the layout of this business after Didi put on-board advertising screens on express trains a month ago. (Previous report here)</p><p>In early June, Chang Gengjun revealed that on some Didi Express trains operating in Beijing, drivers had received notices requesting the installation of on-board advertising screens. At that time, some drivers revealed that Didi only installed on-board advertising screens on lower-priced express trains, and Youxiang and special cars would not install large screens. Different from drivers' predictions, in fact, since mid-to-late June, Didi has asked some private car drivers to install on-board advertising screens.</p><p>A special car driver revealed that his vehicle was notified to install on-board advertising screens at the end of June. According to his understanding, 15% of Licheng special cars in Beijing market have been installed.</p><p>In the same way as the Express, drivers who are notified are not charged for the installation and screen, and there is no compensation for screen damage. The difference is that if the screen is lost, the driver needs to compensate 2,500 yuan, while the express driver will compensate 1,800 yuan if the screen is lost.</p><p>Chang Gengjun found that the on-board screen installed on Licheng special car was much larger than that of the express train, and the screen had no obvious reflection phenomenon, which inferred that the cost of the on-board screen of the special car was higher. In addition, Didi's content on the car screen has been refined to a considerable degree compared to a month ago. There are not only children's songs, movies, variety shows and other programs, but also embedded LBS services such as food recommendations.</p><p>In terms of advertising, there are still only Bilibili, Youku, Sina and Didi's own promotional videos. At present, it is unclear whether these advertising contents are content replacement or direct delivery.</p><p><img src=\"https://static.tigerbbs.com/d1728a2f74e6233348dbd4e0d0e0fa9e\" tg-width=\"1080\" tg-height=\"1440\" referrerpolicy=\"no-referrer\"></p><p>Unlike pure advertising broadcast platform platforms like Focus, Didi may want to improve users' acceptance of outdoor advertising in the form of content + LBS service + advertising.</p><p>In November 2019, Didi spent RMB 10 million to establish Beijing LiliOrange Media Co., Ltd. The company's main task is to produce suitable in-car content for Didi. According to public information, the production team of Grain Orange has jointly produced a variety short drama \"Dream! Jingjing\" with Tik Tok and Zhenledao Culture, which will be broadcast jointly on Didi's car platform and Tik Tok platform.</p><p>It is understood that, unlike express drivers, Didi does not force special car drivers to install on-board advertising screens, but only promotes them to drivers by suggesting installation.</p>","source":"lsy1575616094547","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will advertising become the core income when Didi puts a big screen in Li Orange Special Car?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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: 12.5px; color: #7E829C; margin: 0;}\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\">\nWill advertising become the core income when Didi puts a big screen in Li Orange Special Car?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">长庚科技</strong><span class=\"h-time small\">2021-07-07 11:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/31b11f89302957ecc6711f825cf96303\" tg-width=\"1080\" tg-height=\"1440\"></p><p>There are signs that Didi is accelerating the layout of outdoor advertising business.</p><p>Chang Gengjun learned that Didi has put on-board advertising screens on some Licheng special cars, which is another acceleration of the layout of this business after Didi put on-board advertising screens on express trains a month ago. (Previous report here)</p><p>In early June, Chang Gengjun revealed that on some Didi Express trains operating in Beijing, drivers had received notices requesting the installation of on-board advertising screens. At that time, some drivers revealed that Didi only installed on-board advertising screens on lower-priced express trains, and Youxiang and special cars would not install large screens. Different from drivers' predictions, in fact, since mid-to-late June, Didi has asked some private car drivers to install on-board advertising screens.</p><p>A special car driver revealed that his vehicle was notified to install on-board advertising screens at the end of June. According to his understanding, 15% of Licheng special cars in Beijing market have been installed.</p><p>In the same way as the Express, drivers who are notified are not charged for the installation and screen, and there is no compensation for screen damage. The difference is that if the screen is lost, the driver needs to compensate 2,500 yuan, while the express driver will compensate 1,800 yuan if the screen is lost.</p><p>Chang Gengjun found that the on-board screen installed on Licheng special car was much larger than that of the express train, and the screen had no obvious reflection phenomenon, which inferred that the cost of the on-board screen of the special car was higher. In addition, Didi's content on the car screen has been refined to a considerable degree compared to a month ago. There are not only children's songs, movies, variety shows and other programs, but also embedded LBS services such as food recommendations.</p><p>In terms of advertising, there are still only Bilibili, Youku, Sina and Didi's own promotional videos. At present, it is unclear whether these advertising contents are content replacement or direct delivery.</p><p><img src=\"https://static.tigerbbs.com/d1728a2f74e6233348dbd4e0d0e0fa9e\" tg-width=\"1080\" tg-height=\"1440\" referrerpolicy=\"no-referrer\"></p><p>Unlike pure advertising broadcast platform platforms like Focus, Didi may want to improve users' acceptance of outdoor advertising in the form of content + LBS service + advertising.</p><p>In November 2019, Didi spent RMB 10 million to establish Beijing LiliOrange Media Co., Ltd. The company's main task is to produce suitable in-car content for Didi. According to public information, the production team of Grain Orange has jointly produced a variety short drama \"Dream! Jingjing\" with Tik Tok and Zhenledao Culture, which will be broadcast jointly on Didi's car platform and Tik Tok platform.</p><p>It is understood that, unlike express drivers, Didi does not force special car drivers to install on-board advertising screens, but only promotes them to drivers by suggesting installation.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/By1Icoz6Fhvf4ok-fxNpDw\">长庚科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b65bfcb358a6800fc2fe39bc0b3af8fc","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://mp.weixin.qq.com/s/By1Icoz6Fhvf4ok-fxNpDw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130494473","content_text":"种种迹象显示，滴滴正在加快户外广告业务的布局。\n长庚君了解到，滴滴已在部分礼橙专车上投放了车载广告屏，这是继一个月前滴滴在快车上投放车载广告屏后，再度加快该项业务的布局。(之前的报道在这里）\n6月初，长庚君披露了在北京运营的部分滴滴快车上，司机收到过要求安装车载广告屏的通知。当时曾有司机透露，滴滴仅在价格较低的快车上安装车载广告屏，优享和专车将不会安装大屏。与司机们预测不同的是，事实上从6月中下旬开始，滴滴就已经要求部分专车司机安装车载广告屏。\n一位专车司机透露，他的车辆是在6月底收到通知安装车载广告屏，据他了解目前北京市场已有15%的礼橙专车完成了安装。\n与快车相同的是，收到通知的司机无需缴纳安装和屏幕费用，屏幕损坏也无需赔偿。不同的是屏幕如果丢失，司机需要赔偿2500元，而快车司机如果屏幕发生丢失，赔偿金额为1800元。\n长庚君发现，礼橙专车上安装的车载屏比快车的屏幕大很多，且屏幕没有明显反光现象，由此推断专车的车载屏成本更高。此外，与一个月前相比，滴滴在车载屏上的内容已经得到相当程度的完善。不仅有儿歌、影视、综艺等节目，还内嵌了如美食推荐等LBS服务。\n在广告方面、依然只有B站、优酷、新浪和滴滴自己的宣传片，目前尚不清楚是这些广告内容是内容置换还是直接投放。\n\n与分众这样的纯广告播放平台平台不同，滴滴可能希望以内容+LBS服务+广告的形式来提高用户对户外广告的接受程度。\n滴滴在2019年11月斥资1000万元人民币成立北京粒粒橙传媒有限公司。该公司主要任务就是为滴滴制作适合的车载内容。公开信息显示，粒粒橙的制作团队已经与抖音、真乐道文化联合制作综艺短剧《做梦吧!晶晶》，该剧会在滴滴的车载平台与抖音平台共同播出。\n据了解，与快车司机不同的是，滴滴并未强制要求专车司机安装车载广告屏，只是以建议安装的方式向司机推广。","news_type":1,"symbols_score_info":{"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":3633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158027417,"gmtCreate":1625115259539,"gmtModify":1703736473260,"author":{"id":"3576956646613612","authorId":"3576956646613612","name":"AceSU","avatar":"https://static.tigerbbs.com/cada8c68090b1acf0108ea47608d34dc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576956646613612","idStr":"3576956646613612"},"themes":[],"title":"","htmlText":"Is 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