滴滴：二季度GTV达到1096亿元，同比增长15.9%

Core Insights - Didi's Q2 2025 performance report shows a robust growth trajectory, with a core platform transaction volume (GTV) reaching 109.6 billion yuan, reflecting a year-over-year increase of 15.9% at constant exchange rates [1] - The Chinese ride-hailing segment contributed 82.5 billion yuan to GTV, growing 12.2% year-over-year, while international business GTV reached 27.1 billion yuan, marking a 27.7% increase at constant exchange rates [1] - The total order volume for the core platform grew by 15.2% year-over-year to 4.464 billion orders, with both domestic and international segments achieving record highs [1] Domestic Market Performance - The Chinese ride-hailing segment saw a year-over-year order volume increase of 12.4%, totaling 3.376 billion orders, with a daily average of 37.1 million orders [1] - Didi has maintained a stable double-digit year-over-year growth in order volume for ten consecutive quarters since 2023 [1] International Market Expansion - Didi's international business has sustained a growth rate of over 25% year-over-year for nearly a year, with operations in 14 countries across Latin America, Asia-Pacific, and Africa [1] - In Brazil, the ride-hailing platform 99 has surpassed 55 million users, and its food delivery service has achieved significant milestones, including 1 million orders within 45 days of launch in Goiânia [2] - 99 plans to expand its food delivery service to 100 cities in Brazil by mid-2026, while also diversifying into financial services in Mexico, serving over 30 million users across more than 70 cities [2] Financial Performance - Didi reported an adjusted net profit of 3.1 billion yuan in Q2, indicating improved operational efficiency alongside stable growth [2] - The CEO emphasized the company's commitment to enhancing user experience and driver welfare while advancing AI applications and autonomous driving technologies to create long-term value for users, drivers, and partners [2]