北京商报讯（记者 魏蔚）8月28日，根据滴滴发布的2025年二季度财报，滴滴核心平台交易额（GTV） 1096亿元，固定汇率下同比增长15.9%。其中，中国出行GTV 825亿元，同比增长12.2%，国际业务 GTV 271亿元，固定汇率下同比增长27.7%。同期，包括中国出行和国际业务在内的核心平台订单量同 比增长15.2%，达到44.64亿单。其中，中国出行同比增长12.4%至33.76亿单，季度日均3710万单；国际 业务同比增长24.9%至10.88亿单，季度日均1196万单。 ...

人民财讯8月28日电，滴滴在官网发布的2025年第二季度业绩报告显示，该公司国际业务GTV(核心平台 交易额)固定汇率下近一年来保持同比25%以上增速。目前，滴滴国际业务覆盖了拉美、亚太和非洲的 14个国家，业务涵盖出行、外卖、金融等本地多元服务。 ...

Core Insights - Didi's Q2 2025 earnings report reveals an adjusted net profit of 3.1 billion yuan [1] - The company's Gross Transaction Value (GTV) reached 109.6 billion yuan, reflecting a year-on-year growth of 15.9% at fixed exchange rates [1] - Total order volume increased by 15.2% year-on-year, totaling 4.464 billion orders [1] Business Performance - In terms of order volume, Didi's domestic ride-hailing business saw a year-on-year increase of 12.4%, while international business orders grew by 24.9% [1] - The average daily orders reached a record high of 37.1 million for domestic services and 11.96 million for international services [1]

Core Insights - Didi's Q2 2025 performance report shows a robust growth trajectory, with a core platform transaction volume (GTV) reaching 109.6 billion yuan, reflecting a year-over-year increase of 15.9% at constant exchange rates [1] - The Chinese ride-hailing segment contributed 82.5 billion yuan to GTV, growing 12.2% year-over-year, while international business GTV reached 27.1 billion yuan, marking a 27.7% increase at constant exchange rates [1] - The total order volume for the core platform grew by 15.2% year-over-year to 4.464 billion orders, with both domestic and international segments achieving record highs [1] Domestic Market Performance - The Chinese ride-hailing segment saw a year-over-year order volume increase of 12.4%, totaling 3.376 billion orders, with a daily average of 37.1 million orders [1] - Didi has maintained a stable double-digit year-over-year growth in order volume for ten consecutive quarters since 2023 [1] International Market Expansion - Didi's international business has sustained a growth rate of over 25% year-over-year for nearly a year, with operations in 14 countries across Latin America, Asia-Pacific, and Africa [1] - In Brazil, the ride-hailing platform 99 has surpassed 55 million users, and its food delivery service has achieved significant milestones, including 1 million orders within 45 days of launch in Goiânia [2] - 99 plans to expand its food delivery service to 100 cities in Brazil by mid-2026, while also diversifying into financial services in Mexico, serving over 30 million users across more than 70 cities [2] Financial Performance - Didi reported an adjusted net profit of 3.1 billion yuan in Q2, indicating improved operational efficiency alongside stable growth [2] - The CEO emphasized the company's commitment to enhancing user experience and driver welfare while advancing AI applications and autonomous driving technologies to create long-term value for users, drivers, and partners [2]

Core Insights - Yiwit Aviation has recently completed a Series A financing round of several hundred million RMB, led by Jinfeng Investment, with participation from several other investors, to support the development of its main aircraft model and production capabilities for its electric propulsion system [1][11] - The company aims to accelerate urban air mobility (UAM) development and provide innovative solutions for future aerial transportation [1][10] - According to Guojin Securities, the demand for eVTOLs in China is expected to reach 16,316 units by 2030, covering various services such as short-distance passenger flights and medical transport [1][8] Company Overview - Yiwit Aviation was established in 2022, with a core team from COMAC, having experience in developing major aircraft models like the ARJ21 and C919 [1][10] - The company's flagship product is the ET9 eVTOL, which can carry five people, has a maximum takeoff weight of 2.2 tons, a range of 240 kilometers, and a maximum speed of 240 km/h [2][4] Product Development - The ET9 features a four-axis eight-rotor configuration and utilizes over 85% carbon fiber composite materials, resulting in a lightweight and modular design [2][4] - The company has also developed the ET3 hydrogen-lithium hybrid model, targeting long-distance inspection and survey needs with a range of up to 800 kilometers [2][4] Technological Advancements - Yiwit Aviation's self-developed electric propulsion system (EPS) has achieved full domestic production of motors, controls, and propellers, significantly reducing production costs compared to imported solutions [4][5] - The ET9 prototype completed its first flight in just 17 months, shorter than the industry average, and has conducted over 400 test flights to optimize flight control algorithms and structural design [4][5] Regulatory Challenges - The company is working towards obtaining airworthiness certification for its main models, with cargo certification expected in 2026 and passenger certification in 2027 [7][8] - Yiwit Aviation has established a simulation testing platform in collaboration with Nanjing University of Aeronautics and Astronautics to expedite the verification process [7][8] Market Strategy - The company has adopted a strategy of "order pre-positioning and scenario demonstration" to secure policy support and explore low-risk application scenarios [8][11] - Yiwit Aviation has signed over 300 letters of intent for various aircraft types, including cargo drones and passenger eVTOLs, and plans to open its EPS system to third-party manufacturers by 2026 [8][11] Investment Perspective - Investors view the low-altitude economy as a significant emerging industry in China with vast growth potential, highlighting Yiwit Aviation's strong team and capabilities in eVTOL development [11][12] - The company is recognized for its rapid development and operational efficiency, making it a leading player in the eVTOL market [12]

DiDi Announces Results for Second Quarter 2025 1 Core Platform Transactions refers to the number of completed rides for the China Mobility segment and completed rides or food deliveries for the International segment. Transactions are counted by the number of orders completed, so a carpooling ride with two paying consumers represents two transactions, even if both consumers start and end their ride at the same place, whereas two passengers on the same ride transaction order count as one transaction. 2 Core P ...

Core Viewpoint - The online prescription drug market in China is experiencing significant growth, driven by the increasing acceptance of electronic prescriptions and the expansion of internet hospitals, with sales projected to reach between 35 billion to 40 billion yuan in 2024 [1][2]. Group 1: Market Dynamics - The market share of prescription drugs in the online retail sector has consistently outperformed over-the-counter drugs for five consecutive years, indicating a strong trend towards online pharmaceutical sales [1]. - The average price for electronic prescriptions has decreased to between 0.4 and 0.6 yuan, facilitating the growth of the online prescription drug market [1][2]. - Major platforms like Meituan, Ele.me, and Alibaba Health are integrating external suppliers to meet consumer demand for prescription services, creating a robust electronic prescription supply chain [1]. Group 2: Pricing and Payment Structure - E-commerce platforms pay external suppliers between 0.4 and 0.8 yuan per prescription, while these suppliers compensate doctors between 0.2 and 0.4 yuan based on various performance metrics [2][5]. - The low cost of electronic prescriptions has led to a significant increase in the volume of prescriptions issued, with leading platforms surpassing 20 million prescriptions annually [4]. Group 3: Industry Structure and Roles - The electronic prescription industry operates on a complex chain involving consumers, pharmacies, platforms, internet hospitals, and doctors, with each entity sharing in the revenue generated [6]. - Although doctors are involved in the prescription process, many prescriptions are generated with significant AI assistance, raising concerns about the thoroughness of patient evaluations [7][8]. Group 4: Regulatory Evolution - The regulatory landscape for electronic prescriptions has evolved from strict prohibitions to a more permissive framework, allowing for the online sale of prescription drugs under certain conditions [12][18]. - As of July 2023, over 350,000 institutions have connected to the medical insurance electronic prescription system, with a cumulative issuance of 63 million prescriptions, reflecting a significant shift in policy and market dynamics [10]. Group 5: Future Outlook - The online prescription drug market is expected to continue expanding as policies become more refined, the medical insurance settlement system becomes more interconnected, and technology in AI and internet hospitals matures [20].

最近在巴西，美团的外卖业务还没上线，就被同样在巴西没站稳脚跟的中国企业滴滴"二选一"了。 事情是这样的：美团出海品牌Keeta宣布进军巴西市场，滴滴也重启了自己在巴西的外卖业务99Food。 这两个中国出海企业面对的最大竞争对手，是市占率超过80%的巴西本土外卖品牌：iFood。 其实iFood也不是正统的巴西本地企业，它由Prosus控股。Prosus是从南非报业集团分拆上市的子公司， 在国内，Prosus更为熟知的身份是腾讯的单一最大股东。 背靠Prosus大树，iFood当年就是靠"钞能力"在商户间搞"二选一"挤走了滴滴的99Food和Uber Eats。目前 iFood在巴西外卖市场一家独大，估值超120亿美元，是拉美估值最高的科技公司之一。 按照正常的商业逻辑，新入局者应该抓紧时间打造自己的差异化服务，快速抢占市场。尤其是滴滴，已 经是二次征战巴西市场了，对本土的最大竞争对手iFood应该十分了解了。 但滴滴99Food做了一个出乎所有人意料的决定：绕过老对手iFood，集中所有火力进攻新手美团Keeta， 用的还是熟悉的配方"二选一"——当年iFood用在挤兑自己身上的战术，滴滴反手用在了自己同胞 ...

Group 1 - Multiple ride-hailing platforms have announced reductions in commission rates, with Didi Chuxing and T3 Chuxing lowering their maximum commission to 27%, and Cao Cao Chuxing reducing it to 22.5% [1][2][8] - Didi Chuxing plans to lower the maximum commission rate from 29% to 27% by the end of this year, with the aim of ensuring all drivers benefit from this adjustment [2][5] - Didi Chuxing also aims for an average commission rate of 14% across all orders by 2024, providing transparency in commission details to drivers [5] Group 2 - T3 Chuxing will reduce the proportion of orders with a commission rate of 26%-27% from 21% to 17% by the end of this year [5][8] - T3 Chuxing guarantees that for drivers completing at least 50 orders per month, the commission cap will not exceed 25%, with excess amounts refunded [8] - Cao Cao Chuxing has lowered the commission cap for app and mini-program orders from 22.7% to 22.5%, emphasizing sharing development benefits with drivers [8][10] Group 3 - Gaode Dache is working with over 80 partner ride-hailing platforms to ensure that commission rates do not exceed 27%, benefiting over one million drivers [10] - Gaode Dache has set a cap of 9% on its information service fees and is implementing measures to reduce overall costs for partner platforms by 2% [10]

在降低每笔订单最高抽成上限的基础上，滴滴公告称，将通过主动加大补贴力度、优化派单等方式，优 化抽成分布结构，重点解决个别高抽成场景问题，在年底前进一步降低高抽成订单比例。 T3出行表示，平台抽成比例最高不超过27%，今年年底前，抽成比例26%到27%的订单数量占比将从 21%降至17%。同时，对于每月订单完成量不少于50单的司机，平台将保障其当月流水总额的抽成上限 不超过25%，超出部分自动返还司机。 滴滴、T3、曹操等多家网约车平台纷纷宣布调低抽成比例。滴滴出行近日在其公众号上发布公告称， 今年年底前，平台将把每笔订单最高抽成上限从29%降至27%，超出27%的部分将随单返还。滴滴公告 提到，2024年平台所有订单平均抽成14%，"虽然目前抽成达到27%以上的订单只占极少数，但我们希 望通过这项无门槛的调整，进一步确保滴滴平台内所有网约车司机都能受益。" 此外，滴滴将针对每月在平台完成订单达到50单的司机，通过"返佣宝"保障其当月月均抽成上限不超过 25%，超过部分将在次月自动返还至司机账户。该功能及新版司机账单目前已在21个城市试点，后续将 在全国其他城市陆续试行上线。 来源：北京日报客户端 记者：孙奇茹 ...