多元化会员生态体系

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交易规模持续攀升!滴滴最新发布
券商中国· 2025-08-28 12:49
Core Insights - Didi's core platform transaction volume (GTV) reached 109.6 billion yuan in Q2 2025, with a year-on-year growth of 15.9% at fixed exchange rates [1] - The company continues to experience double-digit growth in both domestic and international markets, with domestic GTV at 82.5 billion yuan (up 12.2%) and international GTV at 27.1 billion yuan (up 27.7%) [1] - Didi's order volume increased by 15.2% year-on-year to 4.464 billion orders, marking a record high for both domestic and international orders [1] Domestic Market Performance - In the domestic market, Didi's order volume reached 3.376 billion, with a quarterly average of 37.1 million orders per day, reflecting a 12.4% year-on-year increase [1] - The company has been expanding its service offerings by enhancing its membership system and collaborating with various hotels and restaurants to create a comprehensive lifestyle ecosystem [1] International Market Expansion - Didi's international business has maintained a growth rate of over 25% year-on-year, with operations in 14 countries across Latin America, Asia-Pacific, and Africa [2] - In Brazil, Didi's subsidiary 99 has over 55 million users and has successfully launched its food delivery service, achieving 1 million orders in just 45 days [2] - The company plans to expand its food delivery service to 100 cities in Brazil by mid-2026, leveraging a large network of motorcycle riders [2] Operational Efficiency - Didi achieved an adjusted net profit of 3.1 billion yuan in Q2, indicating improved operational efficiency [3] - The CEO emphasized the importance of user experience and driver ecosystem, committing to advancements in service and efficiency while exploring AI and autonomous driving technologies [3]
滴滴千亿交易规模持续攀升 二季度GTV同比增长15.9%
Sou Hu Cai Jing· 2025-08-28 10:14
Group 1 - Didi's core platform Gross Transaction Value (GTV) reached 109.6 billion yuan in Q2 2025, with a year-on-year growth of 15.9% at fixed exchange rates [1] - The GTV for Didi's domestic ride-hailing services was 82.5 billion yuan, growing 12.2% year-on-year, while international business GTV was 27.1 billion yuan, with a year-on-year growth of 27.7% at fixed exchange rates [1] - Total core platform order volume increased by 15.2% year-on-year to 4.464 billion orders, with domestic orders growing 12.4% to 3.376 billion and international orders growing 24.9% to 1.088 billion [1] Group 2 - Didi has been expanding its international business since 2018, currently covering 14 countries, with a GTV growth rate of over 25% year-on-year [2] - In Brazil, Didi's platform 99 has over 55 million users and has launched its food delivery service, achieving 1 million orders in 45 days in Goiânia and expanding to São Paulo [2] - In Mexico, Didi has diversified from ride-hailing to include financial and food delivery services, serving over 30 million users across more than 70 cities [2] Group 3 - Didi achieved an adjusted net profit of 3.1 billion yuan in Q2, indicating improved operational efficiency [3] - The CEO emphasized the importance of user experience and driver ecosystem, committing to enhancing service and efficiency while promoting AI and autonomous driving [3]