Core Viewpoint - Didi is restarting its food delivery business in Brazil under the "99 Food" brand, aiming to enhance user experience through a one-stop service model that integrates transportation, payment, and delivery services [1][4]. Group 1: Business Expansion - Didi's international business has shown significant growth, particularly in Brazil, with a total transaction volume (GTV) of 91.3 billion yuan projected for 2024, reflecting a continuous quarterly growth rate exceeding 30% [1][5]. - The company has established a strong presence in Brazil with 50 million active users and approximately 700,000 active delivery riders, covering over 3,300 towns [1][4]. - Didi's international business is expected to reach 3.613 billion orders in 2024, marking a year-on-year growth of 35.8% [5]. Group 2: Competitive Landscape - Didi faces strong competition from iFood, which controls about 80% of the Brazilian food delivery market and previously forced Didi and Uber Eats to exit the market [2][4]. - The competitive environment is characterized by iFood's market dominance and the challenges posed by its "choose one" policy, which limits Didi's operational flexibility [2][4]. Group 3: Strategic Integration - The relaunch of the food delivery service is seen as a natural extension of Didi's existing urban service ecosystem, allowing riders to deliver both passengers and food [4]. - Didi aims to integrate its food delivery service with existing transportation and grocery delivery networks, creating a closed-loop experience that reduces merchant reliance on single platforms [4][8]. - The company plans to focus on underserved markets, particularly smaller cities and nighttime delivery, where iFood has less penetration [4][8]. Group 4: Operational Efficiency - Didi can leverage its existing technology and operational frameworks, such as smart scheduling algorithms, to optimize delivery routes and reduce costs by up to 30% [8]. - The company intends to utilize its dynamic pricing and supply-demand matching algorithms to enhance competitiveness in the food delivery sector [8]. Group 5: Future Outlook - Didi's successful expansion in Brazil could pave the way for further international growth, as the company has already localized its operations in Latin America [8]. - The company must balance subsidy investments with profitability timelines to avoid excessive losses, particularly in a competitive market [8].

Core Viewpoint - Didi is restarting its food delivery business in Brazil under the "99 Food" brand, aiming to provide integrated services in local transportation, payment, and delivery [2][4]. Group 1: Market Context - Didi previously exited its non-core domestic businesses in early 2019, leading to the international expansion of its food delivery services, initially targeting Mexico and Brazil [2]. - The Brazilian food delivery market is highly competitive, dominated by players like iFood, which holds 80% market share, and other local competitors such as Rappi and Loggi [2][3]. - As of 2023, the Brazilian food delivery market has grown by 50.8% since 2019, reaching a total size of 1.39 trillion Brazilian Reais, with an annual growth rate of approximately 15%-20% [4]. Group 2: Strategic Focus - Didi plans to target underdeveloped markets in Brazil, focusing on small and medium-sized cities, where food delivery penetration is below 5% [3][4]. - The company has established partnerships with over 30,000 merchants in Brazil, aiming to expand its delivery network in smaller towns [3]. Group 3: Competitive Landscape - Didi's main competitor in smaller towns will be aiqfome, which has a revenue of 1.4 billion Reais and operates in 700 cities with over 2 million monthly orders [3]. - Didi's previous experience in Mexico, where it has achieved over 50% market share in food delivery, will inform its strategy in Brazil [5]. Group 4: Financial and Operational Strategy - Didi has launched a digital wallet, "99Pay," and acquired Brazilian fintech BePay to enhance its payment ecosystem, which includes cash, installment payments, and instant payments [6]. - The company plans to expand its food delivery services to all state capitals in Brazil within three years and aims to establish cross-border delivery networks with Argentina and Chile [6].

Core Viewpoint - Didi is re-entering the Brazilian food delivery market under the "99Food" brand, aiming to integrate its transportation, delivery, and payment ecosystem to challenge local leader iFood in a market valued at billions [1][5]. Company Strategy - The re-launch of the food delivery service is seen as a natural extension of Didi's existing urban service ecosystem in Brazil, rather than starting from scratch [3]. - Didi's international strategy focuses on deepening its presence in existing markets, providing a "one-stop" lifestyle service platform for local users [5][6]. Market Context - iFood dominates the Brazilian food delivery market, holding an 80% market share since its inception in 2011 [4]. - Didi's previous attempt to enter the food delivery space faced challenges due to iFood's restrictive practices, leading to the withdrawal of several platforms from the market [4]. Growth Potential - Brazil's food delivery market has grown by 50.8% from 2019 to 2023, reaching a total size of 139 billion reais (approximately 172.7 billion yuan), with an annual growth rate of 15%-20% [8]. - There remains significant unmet demand in second and third-tier cities, indicating potential for service enhancement [4]. Operational Challenges - High delivery costs, which account for 30% of order value, and a complex payment ecosystem present significant challenges for Didi [9]. - The Brazilian market features a mix of cash payments, installment payments (58% of orders), and instant payments (55.9% via the PIX system), complicating the payment landscape [8][9]. Competitive Landscape - Didi's strategy may involve leveraging its existing user base of 50 million to reduce customer acquisition costs and exploring differentiated services to increase average order value [10]. - The competitive pressure from iFood, which has achieved profitability and controls 70% of the market, poses a significant challenge for Didi [10]. Financial Performance - Didi's international business has become a crucial growth engine, with a total order volume of 3.613 billion in 2024, reflecting a year-on-year growth of 35.8% [7]. - The company aims to balance subsidies and profitability in a challenging economic environment characterized by high inflation and declining consumer confidence in Brazil [9][10].

假期期间，滴滴海外出行打车需求上涨，4月5日迎来假期峰值。用户出国漫游人气最高的前五个地区依 次是济州岛、首尔、东京、新加坡和京都。 清明假期，自驾春游、短途探亲需求高涨。小桔充电数据显示，小长假全国充电需求同比去年涨超 50%，充电高峰集中在4月4日。广州、上海、杭州、北京、武汉等城市充电需求较高；滴滴加油数据显 示，洛阳、扬州、西安、广州和武汉，位居清明假期加油热门城市前列，加油需求与平日相比，分别上 涨了69%、48%、14%、8%和6%。 责任编辑：何俊熹 新浪科技讯 4月7日下午消息，滴滴出行数据显示，清明出行最高峰出现在节前最后一个工作日的晚高 峰时段：4月3日18时许，每分钟滴滴打车需求突破11万单。清明假期，滴滴打车需求同比去年上涨 14%。其中，旅游景点的需求同比上涨27%，前往公园、植物园踏青赏花的需求上涨21%，异地打车需 求同比上涨20%。 赏花踏青需求带动下，前往公园、植物园的滴滴打车需求同比去年上涨21%，北京、青岛、重庆、深 圳、成都成为打车去赏花需求量Top5城市。 慢节奏出行成为今年清明出行关键词，滴滴出行数据显示，清明假期打车早高峰较平日的8时推迟至10 时，14时取代平日 ...

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 Meta开源Llama4系列模型发布。北京时间4月6日凌晨，Meta发布开源大模型Llama 4系列首批模型，包 括两款高效模型Llama 4 Scout、Llama 4 Maverick。这是Meta首款采用混合专家（MoE）架构构建的原 生多模态模型，其中Scout首度支持超长10M上下文窗口。Meta还预览了其迄今最强大的新教师模型 ——Llama 4 Behemoth，总参数高达2万亿。Meta还预告将在4月29日的LlamaCon上分享更多关于其愿景 的内容。Meta AI已在40个国家更新为使用Llama 4模型。目前，多模态功能仅在美国以英语提供。 OpenAI透露将在未来几月公布GPT-5。4月4日，OpenAI CEO Sam Altman在X上宣布新模型发布计划调 整：o3和o4-mini将在几周内发布，在多个方面大幅改进了预览版本的 o3；GPT-5 将在几个月内发布。 Altman解释了这次调整的原因，是要把GPT-5做 ...

Group 1 - The net worth of the world's top three billionaires, Elon Musk, Jeff Bezos, and Mark Zuckerberg, has collectively evaporated by over $80 billion in the past 48 hours due to market volatility linked to recent U.S. tariffs on China [1] - Elon Musk's wealth decreased by $30 billion, while Jeff Bezos and Mark Zuckerberg lost $23.5 billion and $27.3 billion, respectively [1] Group 2 - Xiaomi Group, led by Chairman Lei Jun, celebrates its 15th anniversary, highlighting that the company has surpassed a market value of HKD 1 trillion and expects 2024 revenue to reach CNY 365.9 billion with a 32% year-on-year net profit growth [2] - Xiaomi's smart ecosystem includes mobile phones, home appliances, and electric vehicles, with plans to deliver 300,000 units of the SU7 Ultra model within the year [2] Group 3 - Apple faces supply chain challenges following the U.S. government's announcement of a 25% tariff on imported cars, leading to a 14.7% decline in its stock price over two days [3] - If tariff costs are fully passed on, the price of Apple's flagship iPhone could increase by 30%, as 90% of its assembly relies on Chinese supply chains [3] - Jaguar Land Rover has suspended exports of British models to the U.S. for one month to manage cost pressures, highlighting the operational risks posed by insufficient domestic capacity and global supply chain restructuring [3] Group 4 - BYD launched three new energy vehicle models in Switzerland, including the Seal, Sea Lion 07EV, and Song PLUS DM-i, covering both pure electric and plug-in hybrid technologies [4] - The company plans to establish 15 sales outlets in Switzerland by the end of the year through partnerships with local distributors, despite facing brand recognition challenges [4] - BYD aims to leverage its blade battery and CTB technology to differentiate itself in the European high-end market [4] Group 5 - Didi Chuxing has relaunched its food delivery service in Brazil under the "99 Food" brand, integrating local transportation, payment, and delivery resources [5] - Since acquiring the ride-hailing platform 99 in 2018, Didi has built a user base of 50 million active users and 700,000 riders across over 3,300 towns in Brazil [5] - The relaunch aims to explore a "one-stop" lifestyle service model to enhance delivery efficiency in response to the 15% annual growth in Brazil's food delivery market [5]

4月6日消息，据小鹏汽车微博，小鹏充电2025年第13周上线自营站15座，其中S4超快充站11座，超充站2座，目的地站2座。 滴滴将重启巴西外卖业务 4月5日消息，滴滴宣布近期将以"99 Food"的品牌，重启巴西外卖业务，通过协同巴西本地出行和支付等多元化服务，持续提升用户"一站式"体验。 美团：为骑手补贴养老保险开始试点 日前，美团宣布，在"新职伤"2022年7月开始试点、今年将扩围至17个省市的基础上，基于国家已有的灵活就业人员参保政策，美团即日起启动骑手养老 保险试点，探索适合新就业群体灵活就业特点的养老保险方案。首批试点今日已在福建泉州、江苏南通两城区开启，向区域内全部骑手开放，后续逐步覆 盖至全国。 小鹏汽车：小鹏充电2025年第13周上线自营站15座 亚马逊上线"Buy for Me"服务 帮用户从其他电商平台代购商品 亚马逊购物应用正在测试新功能 Buy for Me，允许用户通过亚马逊购买其商店未销售的其他品牌商品。该功能已在部分美国用户的 iOS 和 Android 版应用 中上线，客户可通过」 按钮完成操作，使用 agentic AI 技术确保安全结账。亚马逊计划根据反馈逐步扩大品牌和产 ...

21世纪经济报道记者 董静怡 上海报道 过去一周（3.31-4.6），出海领域发生哪些动态？ 行业一览 美国取消小额包裹免税政策 当地时间4月2日，美国特朗普政府签署行政令，称自5月2日美国东部时间凌晨12:01开始，将取消从中 国内地和中国香港进口的小额包裹免税待遇。据行政命令，所有相关邮件物品，如果包含通过国际邮政 网络发送的商品，价值等于或低于800美元，且符合最低限度免税条件，则需缴纳其价值30%或每件25 美元的关税，2025年6月1日后增加到每件50美元。 美国对中国加征34%关税 当地时间4月2日，美国总统特朗普宣布了"对等关税"，特朗普政府将针对所有贸易伙伴征收不同水平的 关税，拟对中国加征34%关税，对欧盟、越南、中国台湾、日本、印度、韩国、泰国、瑞士、印度尼西 亚、马来西亚、柬埔寨等贸易伙伴征收20%到49%不等的关税，对任何贸易伙伴的最低对等税率也为 10%。 中方反制，对美加征34%关税 国务院关税税则委员会4月4日发布公告，自4月10日12时01分起，对原产于美国的所有进口商品，在现 行适用关税税率基础上加征34%关税。现行保税、减免税政策不变，此次加征的关税不予减免。2025年 4 ...

作者 | 谢美浴 编辑 | 付影 来源 | 独角金融 2025年3月，现代财产保险（中国）有限公司（以下简称"现代财险"）迎来重大人事变动——执掌公司 15年的韩国籍董事长赵镛一正式卸任。 现代财险方面表示，"赵镛一先生因个人原因请辞，当前现代财险战略路径清晰、人才梯队建设完善、 经营管理体系成熟、各项工作机制规范运行，因此其离任对公司影响不大。" 成立于2007年2月的现代财险，由韩国现代海上火灾保险株式会社100%出资设立；2020年，联想、滴滴 两大巨头携重金入场，以合计持有64%股权比例打破单一外资格局，将现代财险推入"中外合资"时代。 韩国籍董事长赵镛一离任后，新任董事长人选来自韩方还是中方，或将成为观察公司未来走向的关键指 标之一，新任董事长能否扭转现代财险连续四年的亏损也备受关注。 在保险行业高管频繁更迭的背景下，赵镛一长达15年的董事长任期较为罕见。 资料显示，赵镛一生于1958年，韩国国籍，毕业于韩国首尔大学英语文学专业。自2007年现代财险筹备 伊始，赵镛一便出任董事，2010年接棒首任董事长朴仁秀后，一直执掌公司至2025年3月。 在赵镛一任职期间，现代财险股权结构发生了重大变化。 20 ...

根据天眼查信息显示，4月1日，景某与现代财产保险（中国）有限公司【以下简称"现代财险"】相关责任保险合同纠纷民事案件在玉田县人民法院开庭审 理。 | 司法案件352 ? | | | | | 被告▼ 案件求职 ▲ 室由不限▼ | | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 案件名称 | 讲程目期 | 案件进程 | 案件身份 | 案号 | | | 1 | 罗某与严某，李某等相关机动车交通事 故责任纠纷 民事案件 | 2025-05-19 | 民事一审 | 民事一审被告 | (2024) 0108民初22689号 | 同 | | 2 | 承德市驰程物流有限公司与现代财产保 险（中国）有限公司相关财产保险合同 织给 民事案件 | 2025-04-17 | 民事一审 | 民事一审被告 | (2025) 冀0822民初478号 | ਜੋ | | 3 | 景某与现代财产保险（中国）有限公司 相关责任保险合同纠纷 民事案件 | 2025-04-01 | 民事一审 | 民事一审被告 | (2025) 冀0229民初1170号 | F | | ব | 邱某与淄博盛堡运 ...