DiDi(US:DIDIY) Feng Huang Wang·2025-08-28 10:27Group 1 - The core viewpoint of the article highlights Didi's strong growth momentum, achieving a gross transaction value (GTV) of 109.6 billion yuan in Q2 2025, reflecting a year-on-year increase of 15.9% at constant exchange rates [1] - Didi's domestic ride-hailing business contributed 82.5 billion yuan to the GTV, showing a year-on-year growth of 12.2%, while international business saw a remarkable GTV of 27.1 billion yuan, with a year-on-year surge of 27.7% at constant exchange rates [1] - The total number of orders completed on Didi's core platform reached 4.464 billion in Q2, marking a year-on-year increase of 15.2%, with domestic orders at 3.376 billion and international orders at 1.088 billion [1] Group 2 - Didi is transitioning from a single ride-hailing service to a comprehensive lifestyle service platform, enhancing its membership system and establishing partnerships with well-known brands to cover various service areas [1] - The overseas market, particularly in Latin America, has become a new growth driver, with the 99 platform in Brazil surpassing 55 million users and rapidly expanding its food delivery service [2] - In Q2, Didi reported an adjusted net profit of 3.1 billion yuan, indicating a positive cycle of scale growth and operational efficiency [3]