DiDi(US:DIDIY) Sou Hu Cai Jing·2025-08-20 02:46Core Insights - Didi's subsidiary 99Food is aggressively pursuing market share in Brazil by spending 900 million reais (approximately 1 billion RMB) to force merchants into "semi-exclusive agreements" that prohibit them from partnering with Meituan's Keeta, despite allowing continued collaboration with local giant iFood, which holds over 80% market share [1] - This strategy is seen as hypocritical, as Didi itself was a victim of similar tactics in 2022 when iFood imposed exclusive agreements that forced Didi out of the Brazilian delivery market [1] - The Brazilian court has intervened, ordering Didi to cease its unfair competition practices, including the purchase of Google Ads for the term "Keeta," which misleads users and diverts traffic away from Keeta's organic search results [1][7] Industry Context - The Brazilian food delivery market is experiencing a healthy annual growth rate of 20%, indicating a potential blue ocean for new entrants [2] - Instead of focusing on collaborative growth within this expanding market, Didi's actions reflect a more competitive and divisive approach, which may hinder overall industry development [2]