滴滴国际出行业务连续2年盈利

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, a year-on-year increase of 19.9%, while the annual GTV for 2025 was 450.8 billion yuan, up 14.8% [1] - Didi's CEO highlighted the strong performance in both domestic and international markets, with a focus on strategic investments in overseas new businesses [1] Domestic Business Performance - In Q4 2025, Didi's domestic ride-hailing orders grew by 10.1% year-on-year to 3.578 billion, with an average daily order volume of 38.9 million [2] - The GTV for domestic services in Q4 increased by 11.2% to 87.2 billion yuan, while the annual GTV for 2025 was 333.8 billion yuan, reflecting a 10.7% growth [2] - Didi has been diversifying its service offerings to meet personalized user demands, introducing various products and features to enhance user experience [2] User Engagement and Membership - Didi's core membership count rose by over 15% year-on-year in Q4, with more than 20 membership benefits launched, including partnerships with major brands for cross-industry benefits [3] - The company has upgraded user experience in 165 cities, enhancing services at major transportation hubs [3] International Business Growth - Didi's international business saw a 24.5% year-on-year increase in Q4 order volume, reaching 1.265 billion orders, with an annual growth of 24.7% to 4.505 billion orders [4] - The GTV for international services in Q4 surged by 47.1% to 36.6 billion yuan, with a 28.2% annual increase to 117 billion yuan [4] - Didi's international operations cover 14 countries and regions, serving over 100 million users with various services [4] Expansion in Brazil - Didi's food delivery service in Brazil has expanded to over 60 cities, with plans to reach 100 cities by mid-2026 [5] - The company is also advancing its autonomous driving technology, with new Robotaxi models entering production and testing phases [5]