中国大厂扎堆去巴西送外卖，为什么远赴南美淘金？

Group 1 - Chinese companies are increasingly targeting the Brazilian food delivery market, with Meituan and Didi making significant investments and expansions [1][2][5] - Meituan plans to introduce its delivery service Keeta in Brazil, investing $1 billion over the next five years to build a national instant delivery network [2][5] - Didi is restarting its food delivery service "99 Food" in Brazil, leveraging its existing user base and rider network to enhance local service offerings [3][5] Group 2 - Brazil is seen as a major market for Chinese companies due to its large population and potential for growth, with the online food delivery market expected to reach $18.8 billion by 2024 [5][6] - The Brazilian restaurant association welcomes the entry of Chinese companies, believing it will increase competition and diversify service offerings in the market [6][7] - Previous attempts by other international companies, such as Uber Eats, to enter the Brazilian market have failed, highlighting the challenges of competition and market concentration [7][8] Group 3 - iFood, a local competitor, currently dominates the Brazilian market with a 89% market share in active users and has established exclusive partnerships with restaurants [7][8] - Chinese companies are perceived to have advantages in flexibility and technology, which may help them adapt to the Brazilian market [8][9] - Didi's experience in other Latin American countries, such as Mexico and Colombia, is expected to inform its strategy in Brazil, where it has successfully integrated multiple services [9]