滴滴Q4再创新高，日订单峰值超6500万单

Core Insights - Didi's Q4 2025 performance shows steady growth, with core platform order volume increasing by 13.5% year-on-year to 4.844 billion orders, and a peak daily order volume exceeding 65 million [1] - The total transaction value (GTV) for the core platform in Q4 reached 123.8 billion yuan, reflecting a year-on-year growth of 19.9%, while the annual GTV for 2025 was 450.8 billion yuan, up 14.8% [1] - Didi's CEO highlighted the continuous double-digit growth in China's ride-hailing sector for 12 consecutive quarters and strong international business performance, with strategic investments in overseas markets [1] Domestic Business Performance - In Q4 2025, Didi's domestic ride-hailing order volume grew by 10.1% year-on-year to 3.578 billion orders, with an average daily order volume of 38.9 million [2] - The GTV for domestic ride-hailing in Q4 was 87.2 billion yuan, marking an 11.2% increase year-on-year, while the annual GTV for 2025 reached 333.8 billion yuan, up 10.7% [2] - Didi has diversified its service offerings to meet personalized user demands, introducing various services such as pet transportation and premium ride options, and enhancing user experience through AI-driven solutions [2] International Business Growth - Didi's international business saw a significant order volume increase of 24.5% year-on-year in Q4, totaling 1.265 billion orders, with an annual growth of 24.7% to 4.505 billion orders for 2025 [4] - The GTV for international operations in Q4 surged by 47.1% to 36.6 billion yuan, with a 28.2% annual increase to 117 billion yuan for 2025 [4] - Didi's international services cover 14 countries and regions, serving over 100 million users, with a strong presence in Brazil, where it has accumulated 55 million active users [4][5] Technological Advancements - Didi is advancing its autonomous driving technology, with the new Robotaxi model R2 delivered in January and ongoing road tests in major cities [5] - The company is committed to integrating AI and other cutting-edge technologies into its services, enhancing user experience and operational efficiency [5]