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日经中文网·2025-09-22 05:01

Core Viewpoint - Didi is actively expanding its overseas business, particularly in Latin America, to seek new growth opportunities as its market share in China declines due to intensified competition from rivals like Alibaba and Meituan [2][7][8]. Group 1: Market Expansion and Strategy - Didi has entered 14 countries, focusing on Latin America, with Brazil as a key market for its new food delivery service "99Food" [2][9]. - The company plans to double its investment in the food delivery sector in Brazil to 2 billion Brazilian Reais by June 2026 [4]. - Didi aims to expand its service coverage in Brazil from two cities to 20 by January 2026, collaborating with Yadea Group to develop dedicated electric delivery vehicles [5]. Group 2: Financial Performance - Didi's sales revenue for the period from April to June 2025 increased by 10% year-on-year, reaching 56.4 billion yuan, with overseas sales growing 2.4 times compared to the same period in 2022 [11]. - Overseas business now accounts for 25% of Didi's total transaction volume, surpassing the growth rate of its Chinese ride-hailing business [11]. Group 3: Competitive Landscape - Didi faces fierce competition in the Latin American market, particularly from local players like iFood, which holds an 80% market share in Brazil's food delivery sector [12]. - The company is also contending with regulatory changes in Mexico aimed at protecting the rights of delivery workers, which may increase operational costs [12].