Group 1 - Didi Chuxing, Cao Cao Mobility, and T3 Mobility have announced a reduction in commission rates, with Didi and T3 lowering their maximum commission to 27% and Cao Cao reducing it to 22.5% [19] - Gaode Dache has also stated that it will work with partners to ensure that the commission rate for at least 80 ride-hailing platforms does not exceed 27% [19] - The average net income of truck drivers is reported to be 10,512 yuan per month, making it the highest among six new employment groups [10][11] Group 2 - The total electricity consumption in China reached 1.02 trillion kilowatt-hours in July, marking a historic first and a year-on-year increase of 8.6% [11] - This figure is equivalent to the total annual electricity consumption of ASEAN countries and has doubled compared to ten years ago [11] - The increase in electricity consumption is attributed to high temperatures and stable industrial production [11] Group 3 - The Hong Kong Stock Exchange is considering extending trading hours but emphasizes the need for caution due to the potential impact on the market [6] - The National Development and Reform Commission plans to conduct central frozen pork reserve storage to stabilize the pork market amid price fluctuations [7] - The State Council has approved a plan for the Jiangsu Free Trade Zone to promote the open innovation development of the biopharmaceutical industry [8] Group 4 - The National Foreign Exchange Administration is launching a pilot program for green foreign debt in 16 provinces and cities to support green finance development [9] - The CEO of Zhiyuan Robotics expects to complete a Series C financing round by the end of the year, aiming to attract more international investment [20] - Xiaopeng Motors' CEO He Xiaopeng has purchased 3.1 million shares at an average price of 80.49 HKD, signaling confidence in the company's future [21] Group 5 - Sinopec plans to repurchase A-shares worth between 5 billion and 10 billion yuan, which is expected to enhance earnings per share and boost stock prices [22] - WanTai Biologics has received approval for its nine-valent HPV vaccine, marking a new revenue growth point for the company [25] - NIO has launched the new ES8 model with a starting price of 416,800 yuan, indicating a strong market presence in the electric SUV segment [26]

Core Viewpoint - Didi has upgraded its membership system, expanding beyond just ride-hailing benefits to include a comprehensive range of services across dining, accommodation, and transportation, creating a "rights map" for users [3][4][5]. Membership System Upgrade - The new membership system is categorized into five main categories with over twenty privileges, structured into eight levels (V1-V8) [6][9]. - Members can receive a gift voucher package worth up to 300 yuan based on their membership level [9]. Specific Benefits - **Efficient Travel**: V5-V8 members can enjoy faster response times during peak hours, with V8 members receiving unlimited fast responses. Members can also benefit from free upgrades and cancellation fee waivers [9][10]. - **Comfortable Business Travel**: V8 members have access to airport and high-speed rail lounges once a month, and can redeem memberships for hotel chains like Hilton and Huazhu [10][12]. - **Dining Privileges**: V7 and V8 members can redeem queue-jumping and complimentary meal vouchers at Haidilao, enhancing the dining experience [6][10]. - **Shared Mobility and Other Travel Coupons**: V7 and V8 members can enjoy free rides on shared bikes and access various travel-related discounts [12][19]. Strategic Partnerships - Didi's membership system has integrated with several external brands, including Haidilao, Hilton, and Huazhu, to enhance user experience and create a more extensive service network [7][8][21]. User Engagement and Retention - Didi's membership program has been in development since 2016, focusing on improving user experience and engagement through a variety of travel-related services [21][22]. - The company aims to create a sense of "certainty" for users by providing consistent and reliable services across its various offerings [22][23]. Market Positioning - Didi's comprehensive membership system addresses common consumer anxieties related to travel, such as waiting times and cost efficiency, positioning the company as a leader in the ride-hailing industry [23][24]. - The integration of multiple service categories into a single membership program is a unique approach that differentiates Didi from competitors, potentially setting a new standard in the industry [24][25].

"AI 原生 100" 是虎嗅科技组推出针对 AI 原生创新栏目，这是本系列的第「 14 」篇文章。 共享算力，这件事放在今天，并不新鲜。早在20世纪80年代就有人尝试，甚至有人用它寻找外星文明，但却没人在共享算力上赚到钱。 一直到AI Agent的大爆发，这一模式第一次获得了商业上的成功。首次将共享算力这事儿，在全球范围内能跑通，并实现盈利，竟让一个00后团队做到了。 2025年7月，在世界人工智能大会上，付智十分忙碌，他是共绩科技的CEO。这一次，他在大会上对接了40多条线索、转化了20多条潜在商机。 2025年，被业界视为"AI Agent"爆发的元年，这直接导致了AI推理的算力需求暴增。根据第三方分析机构IDC的预测，推理服务器的工作负载占比从2020年 的51.5%，增加到了2026年的62.2%。 这些推理的需求，投射到终端，就是一系列AI视频生成公司、AI陪伴机器人公司、AI模型公司的爆发。但这些AI公司的痛点在于，每次都需要支付一大笔 长租服务器的费用给到云厂商，这造成的问题是，当需求较少时，他们需要为算力服务，承担闲置算力资源的成本，当需求增多时，他们又要让用户排队。 这对于成本敏感、精细化 ...

中国科技大厂的"内卷"神功，越来越国际范儿了。 国内"外卖大战"刚有退火迹象，鲜为人知的是，1.8万公里外的巴西市场，滴滴对美团的阻击战已呈白热化。 巴西是拉美最大的经济体，人口超2.1亿，外卖市场规模达120亿美元，年增长率约20%，是全球第五大外卖市场。该 市场长期被本土平台"iFood"垄断，占据约80%市场份额。 今年5月12日，美团旗下海外市场外卖品牌"Keeta"宣布将进军巴西。不足月余，6月9日，滴滴宣布重启其巴西外卖业 务"99Food"。 本应是一场中国双龙鏖战巴西地头蛇的戏码，未成想，一开场便扭曲成了一场内卷倾轧局。 "攘外必先安内"，100年过去了，这一隐喻的含金量依旧成色十足。 01 滴滴外卖的"三支箭" 整理巴西与国内两地公开媒体信息可知，从业务重启至今仅两个月，滴滴在巴西外卖市场已连发三支箭，直指它的老 对手美团。 1、与商户签订限制性协议 据媒体报道，今年6月下旬，巴西当地自媒体率先爆出，滴滴的99Food，与当地部分知名连锁参与商户取得接触，提 供给单个商户提供数百万元的现金激励（预付款），签订针对美团Keeta的限制性合约。部分合约内容显示，禁止商户 与美团Keeta合作，但 ...

Group 1 - Didi has launched a new project called "Hui Min Medical Travel Experience" in Huizhou, collaborating with 10 local hospitals to facilitate transportation for citizens seeking medical services [1] - The project includes online coupon distribution and offline guidance at Didi stations to enhance the convenience of medical travel for users [1] - Didi has established over 4,000 stations across more than 200 cities, including major cities like Beijing, Shanghai, Guangzhou, Chengdu, Hangzhou, Wuhan, and Huizhou [1]

最近巴西媒体都在看中国企业的笑话，《O Globo》等巴西权威媒体集体曝光：滴滴旗下99Food在巴西狂砸 9亿雷尔（约10亿人民币）逼迫商户签约"半独家协议"。协议要求，这些商家不准跟美团Keeta合作，但并不 禁止他们继续和市占超过80%的本土巨头iFood合作。 这操作简直离谱到家：美团目前甚至还没有正式进入巴西市场，滴滴就已经迫不及待从背后向同胞放冷箭 了！有商户爆料，滴滴单店报价最高达 1.3 亿人民币现金，只为封杀 Keeta。 更讽刺的是，滴滴自己曾经就是"二选一"的受害者。2022年，因为iFood搞排他协议，禁止商家和滴滴合 作，滴滴被迫退出了巴西外卖市场。如今卷土重来，不想着联合同胞一起报仇，却把这套脏招用在自己人 身上！ 除此之外，滴滴99Food为了狙击同胞，还抢先在谷歌上购买Keeta的广告词，把用户引流到自己平台，连巴 西法院都看不下去了，在8月11日判滴滴停止劫持"Keeta"的搜索关键词，如果逾期每天罚2万雷尔。这已经 是滴滴本月第二次因不正当竞争被告，之前刚承认签了排他协议，转头就变本加厉。 按理说，巴西外卖市场也不是什么竞争激烈的红海，现在年增速20%呢。面对蓝海不想着好好 ...

Core Insights - Didi's Brazilian food delivery business, 99Food, has been accused of engaging in "choose one" practices and unfair competition, similar to past allegations in the domestic market [1] - The company has invested over 1 billion RMB in Brazil, offering prepayments of at least 900 million Brazilian Reais to over 100 restaurant chains in exchange for exclusive agreements that primarily target Meituan's Keeta [1] - 99Food has admitted to signing "choose one" exclusive agreements with some restaurants and has been found to engage in practices that undermine Meituan's visibility in search results [1] - A Brazilian court has ruled that 99Food's actions constitute unfair competition and trademark infringement, ordering the company to cease these activities within three days or face daily fines [1] Investment and Market Dynamics - 99Food's strategy includes targeting key merchants with substantial financial incentives, such as offering 6 million Reais (approximately 8 million RMB) for semi-exclusive agreements [1] - The competitive landscape in Brazil's food delivery market is dominated by iFood, which holds an 80% market share, while Meituan's Keeta is still in the preparatory phase of entering the market [1] - The recent legal ruling against 99Food highlights the regulatory challenges and potential risks associated with aggressive competitive strategies in the Brazilian market [1]

Core Viewpoint - Didi's subsidiary, 99Food, is reportedly investing over 1 billion RMB in Brazil to secure exclusive agreements with merchants, preventing them from collaborating with Meituan's Keeta while allowing partnerships with local competitor iFood, which holds an 80% market share in Brazil's food delivery sector [1][2]. Group 1 - Didi's 99Food has approached over 100 restaurant chains in Brazil, offering at least 900 million BRL (over 1 billion RMB) in advance payments for exclusive "choose one" agreements [1]. - The "choose one" clause primarily targets Meituan's Keeta, while not restricting merchants from working with iFood, the dominant player in the market [1]. - Didi's strategy appears to be focused on maintaining a competitive position against iFood, as both 99Food and Meituan Keeta are new entrants in the Brazilian market [1][2]. Group 2 - Didi 99Food has acknowledged signing "choose one" agreements with some restaurants, with reports indicating offers as high as 6 million BRL (approximately 8 million RMB) for semi-exclusive contracts that target Keeta but allow for iFood partnerships [2]. - The company has also engaged in competitive advertising practices by purchasing Google ads containing the term "Keeta," aiming to lower the visibility of Keeta's search results [2]. - A Brazilian court has ruled that such advertising practices constitute unfair competition and trademark infringement, ordering Didi 99Food to cease these activities within three days or face a daily fine of 20,000 BRL [2].

近日，据海外媒体报道，滴滴(DIDIY.US)旗下巴西外卖业务99Food在当地通过巨额现金预付激励，与商 户签订"二选一"排他协议，明确禁止商户与美团(03690)/Keeta展开任何形式合作。对此，美团旗下国际 外卖品牌Keeta已向当地法院提起诉讼。Keeta称，这些条款的特定设计旨在阻止Keeta进入巴西市场，从 而限制竞争并减少创新。 要商家"二选一"，滴滴旗下外卖平台开出排他性合同 根据巴西媒体Globo报道，近日，巴西外卖市场"平台大战"再度升级。由滴滴出行控股的 99Food在上月 重返巴西外卖市场，并投入10亿雷亚尔。为了快速抢占份额，它向一些"战略级"餐厅提供数百万雷亚尔 的"前期激励金"(upfront)，条件是这些餐厅在合同期内不得与Keeta(美团在巴西的品牌)建立任何商业或 合同关系。但不限制商户与巴西本土外卖巨头iFood的合作 作为交换，99Food支付一笔一次性"投资"费用，但并未公开具体金额或名单。有知情人士表示，数百万 元的只是小商户，大商户收到了1.3亿元激励金。 报道中还指出，99Food回应表示，这些做法在巴西外卖行业"合法且普遍"，并称其"分层商业策略"是为 了在 ...

Core Insights - Didi's food delivery app 99Food officially launched operations in São Paulo on August 12, with an investment of 500 million Brazilian Reais, which accounts for half of 99Food's investment plan in the Brazilian market [1] Company Strategy - The strategy for 99Food in Brazil includes not only food delivery services but also plans for future integration of transportation, delivery, and payment services [1]