谁在布局全球出行的宏大叙事？

Core Insights - The article discusses the evolution and globalization of China's ride-hailing industry, highlighting key players like Didi and Cao Cao Mobility, and their strategies for international expansion [1][4][8]. Group 1: Ride-Hailing Platforms - Didi has been expanding internationally since 2015, initially through capital investments in platforms like Grab and later acquiring local companies such as 99 in Brazil, marking a shift from mere investment to deep market penetration [4][5]. - As of now, Didi has 55 million active users and 1.5 million drivers in Brazil, covering over 3,300 towns, and has extended its reach to 14 countries across Latin America, Asia-Pacific, and Africa [5]. - Didi's international business saw over 20% growth in Q3 2025, with order volume increasing by 24.3% year-on-year to 1.162 billion orders, indicating its significant global presence [6][5]. - Cao Cao Mobility, backed by Geely, has also made strides in international markets, achieving a total transaction volume (GTV) of 17 billion yuan in 2024, with a market share of 5.4% [6][7]. Group 2: Autonomous Driving - The autonomous driving sector is a critical extension of the ride-hailing industry, with companies like WeRide and Pony.ai aggressively pursuing global expansion [9][10]. - WeRide received approval to operate a fully autonomous Robotaxi service in Abu Dhabi, marking a significant milestone as the first city-level L4 autonomous driving commercial license outside the U.S. [10]. - Pony.ai has also made progress in the Middle East, conducting successful Robotaxi road tests in Qatar and obtaining testing permits in Dubai [10][11]. - Baidu's Apollo Go has initiated public autonomous driving services in Abu Dhabi and is exploring partnerships in Europe to navigate regulatory challenges [11]. Group 3: New Entrants - New players like Hello Bike are emerging in the market, leveraging support from Ant Group to expand their business model beyond bike-sharing to include four-wheeled transport and local services [14][15]. - The ride-hailing industry in China is projected to grow significantly, with the market size expected to reach 10 trillion yuan by 2029 [13]. - The article notes that the demand for mobility solutions is driving innovation and competition, with various companies exploring new technologies and business models [13][16]. Group 4: Industry Trends - The article emphasizes the importance of digital mapping and location services in the ride-hailing industry, as companies adapt to new technologies that reduce reliance on high-precision maps [15]. - The rise of eVTOL (electric vertical takeoff and landing) vehicles is highlighted, with companies like XPeng and Tsinghua Technology securing significant orders for eVTOL aircraft [15][16]. - The overall narrative suggests a burgeoning global landscape for the ride-hailing and mobility sectors, with Chinese companies poised to play a significant role in shaping the future of transportation [17].