Di Yi Cai Jing·2025-09-17 14:39Core Insights - Chinese companies are aggressively entering the Brazilian food delivery market, with Didi and Meituan making significant investments and strategic moves to establish their presence [1][2]. Group 1: Didi's Investment in Brazil - Didi's subsidiary, 99, announced an additional investment of 2 billion Brazilian Reais (approximately 2.6 billion RMB) in its food delivery platform, 99Food, to be fully implemented by June 2026 [1]. - A portion of the investment, 500 million Reais, will be allocated to building support points for local delivery personnel, providing rest areas, drinking water, and sanitation facilities [1]. - 99Food plans to launch a welfare program worth 6 billion Reais (approximately 7.8 billion RMB) to support delivery workers with credit for purchasing and renting electric motorcycles and bicycles [1]. Group 2: Meituan's Strategy in Brazil - Meituan's CEO, Wang Xing, announced plans to introduce its food delivery service, Keeta, to Brazil, with a commitment to invest 1 billion USD over the next five years [1][2]. - Meituan has already established a local team in Brazil and aims to leverage its extensive data analytics capabilities, which include a system that manages 7 million delivery personnel in China [2]. - Keeta will focus on food delivery, with future considerations for fresh produce and pharmaceutical e-commerce, but will not venture into ride-hailing services [2]. Group 3: Competitive Landscape and Legal Challenges - The competition between Chinese firms in Brazil is intensifying, with Didi and Meituan already facing legal disputes over issues such as "exclusive selection," "infringement," and "confusing search terms" [2]. - Both companies are employing strategies similar to their domestic operations, including offering various incentives to attract merchants and delivery personnel [2].