滴滴又在日本发力，但逻辑变了

Core Insights - Didi's operational strategy in Japan reflects a broader shift among Chinese internet companies venturing abroad, moving from aggressive expansion to focusing on finding seed users [1][11] - The challenges faced by Didi in Japan highlight the difficulties of replicating successful business models in foreign markets, particularly due to local market conditions and consumer habits [2][4][5] Market Challenges - The inability to replicate the original business logic of ride-hailing services in Japan, where the existing taxi system is well-protected and difficult to disrupt [3][4] - Price advantages are not evident in Japan, as traditional taxi services are readily available and priced similarly to online services, making the latter less appealing [4][5] - Japanese consumers tend to prefer public transportation due to high taxi fares, and the older demographic of taxi drivers may resist adopting new technologies [5] Operational Strategy Shift - Didi has integrated its app for Chinese tourists, allowing for easier access and usage, which could help establish a user base among the influx of Chinese visitors [2][7] - The company is focusing on leveraging the large number of Chinese tourists visiting Japan, with 7.98 million arrivals in the first three quarters of 2025, representing a 60% year-on-year increase [7] - Didi's approach includes language support and payment options that cater to Chinese tourists, addressing common barriers faced when traveling abroad [8] Finding Seed Users - The strategy of identifying seed users is crucial for Didi's success in Japan, as even a small number of users can lead to significant order volumes [11] - The competition between Didi and Meituan in South America illustrates the challenges of entering new markets, where existing business models may not apply [11] - The experience of other Chinese internet companies suggests that simply copying domestic success is not a viable strategy for international expansion [11][12]