行业观察｜滴滴订单量连续10个季度保持同比双位数增长

Core Insights - Didi's Q2 2025 performance report shows a significant growth in core platform order volume, reaching 4.464 billion orders, a year-on-year increase of 15.2% [2] - The company's gross transaction value (GTV) for Q2 2025 hit 109.6 billion yuan, reflecting a year-on-year growth of 15.9% [2] - Didi's international business continues to grow rapidly, with GTV increasing by over 25% year-on-year [2] Group 1: Domestic Performance - In China, Didi completed 3.376 billion orders in Q2 2025, with a daily average of 37.1 million orders, marking a 12.4% year-on-year increase [2] - The GTV for China's ride-hailing services reached 82.5 billion yuan, up 12.2% year-on-year [2] - Didi is enhancing its membership system by partnering with various hotels and restaurants, expanding its service offerings beyond transportation to include dining and accommodation [2] Group 2: International Expansion - Didi has expanded its international business to 14 countries across Latin America, Asia-Pacific, and Africa since 2018 [3] - In Brazil, the "99" platform has over 55 million users, and the recently relaunched "99 Delivery" service has achieved significant milestones, including 1 million orders in just 45 days [3] - "99 Delivery" is set to expand to 100 cities in Brazil by mid-2026, leveraging a large network of motorcycle riders for efficient service delivery [3] Group 3: Operational Efficiency and Future Plans - Didi reported an adjusted net profit of 3.1 billion yuan in Q2 2025, indicating improved operational efficiency [4] - The CEO emphasized the importance of user experience and driver ecosystem in the company's growth strategy, with plans to enhance service quality and efficiency [4] - Didi aims to promote AI applications and autonomous driving to create long-term value for users, drivers, and partners [4]