中国大厂扎堆去巴西送外卖，为什么？

Core Viewpoint - Chinese internet companies are increasingly targeting Brazil as a key market for expansion, with significant investments planned in the food delivery sector [3][4]. Group 1: Company Initiatives - Meituan plans to introduce its food delivery service Keeta in Brazil, investing $1 billion over the next five years to develop a nationwide instant delivery network [5]. - Didi is also expanding its services in Brazil, planning to build 10,000 electric vehicle charging stations and re-launching its food delivery service under the "99 Food" brand [2][6]. - Didi has approximately 700,000 active riders and 50 million active users in Brazil, covering over 3,300 towns and cities [6]. Group 2: Market Potential - Brazil is the largest market in Latin America, with a projected online food delivery market size of $18.8 billion by 2024, making it one of the top ten markets globally [9][10]. - The entry of Chinese companies into Brazil is driven by the country's large population, its regional influence, and favorable geopolitical relations between China and Brazil [9]. Group 3: Competitive Landscape - The Brazilian food delivery market is currently dominated by the local platform iFood, which has a market share of 89% and over 60 million customers [13][14]. - iFood's success is attributed to its aggressive advertising strategies and exclusive partnerships with restaurants, which have raised concerns about competition [14]. - The return of Didi and the entry of Meituan are seen as positive developments by local restaurant associations, aiming to increase competition and diversify service offerings [12]. Group 4: Strategic Advantages - Chinese companies are perceived to be more flexible and technologically advanced, leveraging successful strategies from other markets to adapt to local conditions in Brazil [14][15]. - Didi's experience in Mexico and Colombia, where it has successfully integrated ride-hailing, food delivery, and financial services, is expected to enhance its operations in Brazil [15].