大厂“扎堆”巴西做外卖，美团投10亿美元，滴滴已有70万活跃骑手

Group 1 - Meituan has announced a $1 billion investment agreement to enter the Brazilian food delivery market with its service Keeta, following its previous launches in Hong Kong and Saudi Arabia [2] - The global food delivery market is projected to exceed $550 billion by 2024, indicating significant growth opportunities in overseas markets, particularly in regions like the Middle East, Japan, Southeast Asia, and Latin America [2] - Meituan aims to enhance consumer experience, support local restaurant development, and create more job opportunities in Brazil through its investment [2] Group 2 - Didi entered the Brazilian market in 2018 by acquiring the ride-hailing platform "99" and has since expanded its services to include food delivery under the "99 Food" brand [3] - Didi currently has 50 million active users and approximately 700,000 active riders in Brazil, covering over 3,300 towns [3] - Analysts note that both Meituan and Didi are not new competitors in the overseas market, as they will face established players like Delivery Hero, Uber Eats, and Grab [4]