DiDi(US:DIDIY) Zhong Guo Ji Jin Bao·2025-11-26 10:38Core Insights - Didi's Q3 2025 performance report shows continued robust growth, with core platform order volume increasing by 13.8% year-on-year to 4.685 billion orders, marking 11 consecutive quarters of double-digit growth since 2023 [1] - The Gross Transaction Value (GTV) for Didi's core platform grew by 14.8% year-on-year to 115.8 billion yuan, with a net profit of 1.5 billion yuan for the quarter [1] - Didi's CEO emphasized the commitment to enhancing the travel service ecosystem, improving driver welfare, and leveraging AI to enhance user experience while expanding international market presence [1] Domestic Operations - In Q3, Didi's domestic ride-hailing orders reached 3.523 billion, a 10.7% increase year-on-year, with an average of 38.3 million daily orders; GTV grew by 10.1% to 86 billion yuan [2] - The company is focusing on refining its domestic travel ecosystem through differentiated services to stimulate potential travel demand, with new offerings like Didi Light Enjoy, Select Fast Car, and pet travel services [2] - Didi upgraded its membership system in August, partnering with various brands to enhance user experience and provide additional value-added services [2] International Operations - Didi's international business maintained over 20% growth in Q3, with order volume increasing by 24.3% year-on-year to 1.162 billion orders and GTV rising by 31% to 29.8 billion yuan [3] - The company has successfully launched its food delivery service in over 30 cities in Brazil, with plans to expand to 100 cities by mid-2026 [3] - Didi's international operations now cover 14 countries and regions, providing ride-hailing, food delivery, and financial services, with a significant user base in Brazil [3][4]