Core Insights - Didi's core platform transaction value (GTV) reached 109.6 billion yuan in Q2 2025, showing a year-on-year growth of 15.9% at fixed exchange rates [1] - The company has maintained double-digit growth in order volume for 10 consecutive quarters since 2023, with a total of 4.464 billion orders in Q2, a 15.2% increase year-on-year [2] Group 1: Financial Performance - In Q2, Didi's GTV for domestic travel was 82.5 billion yuan, growing 12.2% year-on-year, while international business GTV reached 27.1 billion yuan, with a 27.7% increase at fixed exchange rates [1] - The adjusted net profit for Didi in Q2 was 3.1 billion yuan, indicating improved operational efficiency [4] Group 2: Market Expansion - Didi has expanded its international business to 14 countries across Latin America, Asia-Pacific, and Africa, with a focus on diversifying services beyond ride-hailing to include food delivery and financial services [2][3] - In Brazil, Didi's platform 99 has over 55 million users and has successfully launched its food delivery service, achieving 1 million orders within 45 days of its launch in Goiânia [2][3] Group 3: Membership and Ecosystem Development - Didi upgraded its membership system in August, partnering with hotels and restaurants to create a comprehensive ecosystem covering travel, dining, and accommodation [2] - The company aims to build a high-value membership ecosystem that enhances user experience and service offerings [2]
滴滴千亿交易规模持续攀升,二季度GTV同比增长15.9%
中国基金报·2025-08-28 11:29