DiDi(US:DIDIY) Sou Hu Cai Jing·2025-08-28 09:51Core Insights - Didi's Q2 2025 performance report shows continued double-digit growth, with a core platform transaction value (GTV) reaching 109.6 billion yuan, a year-on-year increase of 15.9% at fixed exchange rates [1] - The domestic ride-hailing GTV reached 82.5 billion yuan, growing 12.2% year-on-year, while international business GTV hit 27.1 billion yuan, with a significant year-on-year growth of 27.7% at fixed exchange rates [1] - The total order volume for the core platform increased by 15.2% year-on-year to 4.464 billion orders, marking a record high for both domestic and international orders [1] Domestic Business Performance - The domestic ride-hailing segment saw a year-on-year order volume growth of 12.4%, reaching 3.376 billion orders, with a daily average of 37.1 million orders [1] - Didi has been expanding its service offerings by enhancing its membership system and collaborating with hotels and restaurants to create a comprehensive lifestyle ecosystem [1] International Business Expansion - Didi's international business continues to grow rapidly, maintaining a year-on-year growth rate of over 25% for nearly a year [2] - The international operations cover 14 countries across Latin America, Asia-Pacific, and Africa, with a focus on diversifying services beyond ride-hailing [2] - In Brazil, the 99 platform has over 55 million users, and its food delivery service has achieved significant milestones, including 1 million orders in 45 days and expansion plans to reach 100 cities by mid-2026 [2] Operational Efficiency and Profitability - Didi achieved an adjusted net profit of 3.1 billion yuan in Q2, indicating improved operational efficiency [3] - The CEO emphasized the importance of user experience and driver ecosystem, with plans to enhance service efficiency and invest in AI and autonomous driving technologies [3]