滴滴、美团拼抢海外外卖市场

Core Insights - Chinese companies are aggressively investing in Brazil's food delivery market, with Didi and Meituan leading the charge [1][2] - Didi's subsidiary, 99, plans to invest 2 billion Brazilian Reais (approximately 2.6 billion RMB) in its food delivery platform, 99Food, by June 2026 [1] - Meituan is set to introduce its food delivery service, Keeta, in Brazil with a planned investment of 1 billion USD over the next five years [1][4] Group 1: Didi's Strategy - Didi's 99Food will allocate 500 million Reais for local support points for delivery personnel, including rest areas and sanitation facilities [1] - A credit support plan of 6 billion Reais will be launched to assist delivery workers in purchasing or leasing electric motorcycles and bicycles [1] - 99Food aims to expand its services to over 100 cities by mid-2026 [1] Group 2: Meituan's Approach - Meituan's CEO expressed confidence in the Brazilian market and has already established a local team [1][4] - The company plans to utilize its extensive data analytics capabilities, developed in China, to optimize order distribution and rider management in Brazil [4] - Keeta aims to cover 1,000 major cities within five years and will focus solely on food delivery, with potential future expansions into fresh produce and pharmaceuticals [4] Group 3: Competitive Landscape - The competition between Didi and Meituan has led to legal disputes over issues such as "choose one" practices and trademark infringement [2] - Both companies are employing strategies similar to their domestic operations, including promotional policies to attract merchants and riders [4]