However, the rapid increase in the number of drivers has led to a dilution of the average number of orders each driver receives.
The surge in the number of drivers has also intensified industry competition. As of September 2025, there were 393 registered ride-hailing platforms across the country, with a total of 7.5 million drivers, roughly equivalent to the population of a second-tier city. The oversupply of drivers has driven down the number of available orders.
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