根据报告，滴滴国际业务三季度订单量同比增长24.3%至11.62亿单，日均订单1263万单；GTV同比增长 31%至298亿元。滴滴旗下的99平台已在巴西30多个城市上线外卖服务，覆盖圣保罗、里约热内卢、萨 尔瓦多、贝洛奥里藏特、戈亚尼亚等巴西主要都市圈。按照规划，外卖服务将在2026年年中扩展至巴西 的100个城市。 北京商报讯（记者 魏蔚）11月26日，滴滴网发布的2025年三季度业绩报告显示，滴滴核心平台（包括 中国出行和国际业务）订单量同比增长13.8%，攀升至46.85亿单，日均订单突破5000万。核心平台GTV （总交易额）同比增长14.8%至1158亿元，公司实现净利润15亿元。 ...

随着订单量的不断增长，滴滴第三季度： IT之家 11 月 26 日消息，滴滴今日在其官网发布 2025 年第三季度业绩报告，三季度滴滴订单量和 GTV（IT之家注：总交易额）仍保持双位数的稳定增长。 三季度，滴滴核心平台（中国出行和国际业务）订单量达 46.85 亿单，同比增长 13.8%，季度日均订单量首次突破 5000 万单。 其中，中国出行同比增长 10.7% 至 35.23 亿单，日均 3830 万单； 国际业务同比增长 24.3% 至 11.62 亿单，日均 1263 万单。 GTV 规模达到 1158 亿元，同比增长 14.8%，按固定汇率计算增长 14.4%。 中国出行和国际业务平台销售额达到人民币 228 亿元，同比增长 23.7%。中国出行业务平台销售额达到人民币 198 亿元，同比增长 23.5%；国际业务 平台销售额达到人民币 30 亿元，同比增长 25.5%。 实现净利润 15 亿元。 | | For the Three | | | For the Nine | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

Core Insights - Didi's Q3 2025 performance report shows steady growth, with core platform order volume increasing by 13.8% year-on-year to 4.685 billion orders [1] - The core platform's Gross Transaction Value (GTV) rose by 14.8% year-on-year to 115.8 billion yuan, with a net profit of 1.5 billion yuan for the quarter [1] - Didi's domestic and international businesses are experiencing robust growth, with daily average orders surpassing 50 million [1] Domestic Business Performance - In Q3 2025, Didi's domestic ride-hailing orders reached 3.523 billion, a year-on-year increase of 10.7%, with daily average orders at 38.3 million [2] - The GTV for domestic services grew by 10.1% year-on-year to 86 billion yuan, and adjusted EBITA profit was 3 billion yuan [1][2] International Business Performance - Didi's international business saw over 20% growth, with order volume increasing by 24.3% year-on-year to 1.162 billion orders [2] - The GTV for international operations grew by 31% year-on-year to 29.8 billion yuan, with adjusted EBITA achieving cumulative profitability in the first three quarters of 2025 [2] Expansion and New Services - Didi is expanding its service offerings in Brazil, having launched food delivery services in over 30 cities since April 2025, with plans to reach 100 cities by mid-2026 [2] - The company has a significant presence in Brazil, with 55 million active users and 1.5 million drivers, covering over 3,300 towns [2] Strategic Initiatives - Didi is focusing on enhancing its domestic travel ecosystem through differentiated services to stimulate potential travel demand [2] - The company has launched various services such as Didi Light Enjoy, Select Fast Car, and pet travel to cater to diverse consumer needs [2] - Didi has also introduced a standardized ride-hailing service in Mexico using 500 electric vehicles, marking a commitment to green transportation [3]

人民财讯11月26日电，11月26日，滴滴在其官网发布2025年第三季度业绩报告。延续了此前增长态势， 三季度滴滴订单量和GTV(总交易额)仍保持双位数的增长。三季度，滴滴核心平台(中国出行和国际业 务)订单量达46.85亿单，同比增长13.8%，季度日均订单量首次突破5000万单。其中，中国出行同比增 长10.7%至35.23亿单，日均3830万单；国际业务同比增长24.3%至11.62亿单，日均1263万单。随着订单 量的不断增长，滴滴三季度GTV规模达到1158亿元，实现净利润15亿元。 ...

Core Insights - Didi's food delivery service, 99Food, has officially launched in Rio de Janeiro, marking its entry into the second-largest city in Brazil [1][3] - This launch follows the service's introduction in Goiânia in June and São Paulo in August, demonstrating rapid expansion into major urban centers [2][4] - The strategic significance of Rio de Janeiro is highlighted by its large population exceeding 10 million, including surrounding satellite cities [3] Expansion Strategy - Didi plans to expand 99Food to 20 major cities in Brazil by January 2026, with a goal of reaching 100 cities by mid-2026 [5] - The company has established a substantial user base in Brazil, with 55 million active users and 1.5 million drivers, providing services across over 3,300 towns [6] Operational Synergies - The existing user base provides a natural flow of customers to the food delivery service, leveraging resources effectively [7] - Didi's mature technology infrastructure, including intelligent dispatch systems and payment platforms, enhances operational efficiency [7] Ecosystem Development - Didi's strategy in Brazil is not solely focused on food delivery but aims to create a "super app ecosystem" that meets diverse user needs [8][9] - The successful model of combining ride-hailing and food delivery services has been validated in the Mexican market [10] International Growth - Didi's rapid expansion in Brazil reflects its broader international growth strategy, with a reported 25% year-over-year growth in international business GTV [12]

滴滴服务好司机，司机服务好乘客。双节假期出行需求高，为鼓励司机出车提供好服务，让师傅们优劳 优得，共度佳节，滴滴将发放超4亿元司机补贴，推出"单超多，0佣金"奖励活动。 双节同庆聚团圆，滴滴还将通过线下线上相结合的方式，为司机师傅派发60万份中秋月饼礼盒。除了参 加线下城市中秋家宴与福利站领取礼盒，9月22日起，全国145城的"城市传奇"等级的司机师傅均可以通 过司机端免费领取，其他等级的司机师傅们也都有机会一起参与抽奖赢取好礼。礼盒中除了有多种口味 的月饼，还有来自滴滴司机子女手绘图画的毛毡纸巾盒，传递美好的祝愿与心意。 滴滴在全国超200个城市上线秋季及十一假期专属优惠活动。其中，140余个城市的用户可在滴滴App地 址栏输入"滴滴5折"或进入"天天5折起"活动主会场参与活动，用户无需领券，部分品类下单即享折扣， 天天打车低至5折，还能限量领取5折券，详情以所在城市活动页面为准。 司机师傅登录滴滴车主App奖励中心，可参与低至1分钱购免佣卡，免佣时长累计最高156个小时；低至 1分钱购流水加速卡，最高流水加速比例40%，单笔上涨封顶15元；部分城市完单抽奖每天最高可赢 1088元现金奖励，还有单单奖、服务 ...

Key Points - Didi announced an average commission rate of 14% for all orders in 2024, clarifying that commission does not equate to profit as most funds are used for subsidies and platform maintenance [4] - Didi's platform saw a year-on-year growth of 12.4% in Q2, reaching 3.376 billion orders, with an average daily order volume of 37.1 million [4] - Faraday Future (FF) faces allegations of using fake orders to support its stock price, with the company’s founder, Jia Yueting, denying these claims and stating that legal action will be taken [7] - Neta Auto held its first creditor meeting after announcing bankruptcy restructuring, revealing a total debt of approximately 51 billion yuan with only 15.5 million yuan in cash [8] - Lingxin Qiaoshou aims to reduce the price of its dexterous hands to below 500 yuan within three years, having recently completed a multi-hundred million yuan angel round of financing [9] - Alibaba's acquisition of AutoNavi is highlighted as a strategic move to compete against Meituan, with significant developments in local services and map integration [10] - WeChat will close the JD shopping entry as of September 30, following the expiration of a three-year strategic cooperation agreement [11] - Xiaopeng Motors plans to invest 500 billion yuan annually in R&D, with 300 billion yuan allocated to AI, aiming for profitability in Q4 [14] - Tesla is accused of favoring visa employees over American citizens to reduce labor costs, with a lawsuit filed alleging systematic discrimination [22] - Amazon is set to launch consumer-grade AR glasses by late 2026 or early 2027, with plans for a specialized version for delivery drivers [24]

Core Viewpoint - Didi has reached a settlement of $734 million (5.3 billion) regarding a collective lawsuit from investors following its IPO in the U.S., marking the largest settlement amount for a Chinese internet company listed in the U.S. to date [2][3] Financial Performance - For Q2 2025, Didi reported revenue of 56.4 billion, a year-on-year increase of 10.9%, but incurred a net loss of 2.5 billion primarily due to a one-time provision for the lawsuit [2] - Didi's revenue for the first half of 2025 reached 109.6 billion, with Q1 showing a net profit of 2.4 billion and Q2 reflecting a loss of 2.5 billion, while adjusted profit was 3.1 billion [5] Stock Buyback and Market Activity - Since November 2023, Didi has spent approximately $1.263 billion (9.1 billion) to repurchase 286.8 million ADS, effectively buying back 90% of the shares issued during its IPO at an average price of $4.4 [3][4] - Didi's stock price increased from below $4 at the end of 2023 to $5.85, although it remains significantly lower than the IPO price of $14 [4] Legal and Regulatory Context - Didi faced multiple lawsuits alleging significant misstatements in its IPO documents, leading to a settlement that does not imply admission of wrongdoing [2][3] - The company was subjected to a cybersecurity review shortly after its IPO, resulting in a ban on new user registrations and eventual delisting from the NYSE in June 2022 [3] Shareholder Structure - Major shareholders include SoftBank (20.8% ownership), Uber (12.4%), and Tencent (6.9%), with Didi's chairman and CEO Cheng Wei holding 6.5% of the shares and 42.3% of the voting rights [4] Business Metrics - Didi's core platform order volume grew by 15.2% year-on-year to 4.464 billion orders in Q2 2025, with a notable 12.4% increase in Chinese ride-hailing orders [5] - The company has maintained double-digit growth in order volume for ten consecutive quarters since 2023 [5] Goodwill and Asset Valuation - Didi's goodwill stands at 46.3 billion (6.3 billion), accounting for nearly 30% of its total assets, primarily from acquisitions of Kuaidi and Uber China [5]

Group 1 - Didi has agreed to pay $740 million to settle a class-action lawsuit initiated by investors, stating that there was no wrongdoing and the settlement aims to avoid litigation costs and business disruptions [2][3] - The settlement includes a binding terms list with current and former executives and directors, and Didi has confirmed a provision of $740 million in its Q2 2025 financial results [2] - Didi was listed on the New York Stock Exchange on June 30, 2021, and subsequently announced its delisting on December 3, 2021, eventually delisting on June 10, 2022, to trade on the OTC market [2] Group 2 - The settlement is contingent upon several conditions, including court approval, and does not constitute an admission of any legal basis for the claims made in the lawsuit [3] - As of the last market close, Didi's stock price on the OTC market was $5.82, with a total market capitalization of approximately $28.251 billion (around HK$220 billion) [3]

Core Insights - Didi's Q2 2025 earnings report shows continued double-digit growth after surpassing a trillion RMB in transaction volume, with a core platform Gross Transaction Value (GTV) of 109.6 billion RMB, a year-on-year increase of 15.9% [1][2] Financial Performance - Revenue for Q2 reached 56.4 billion RMB, reflecting a year-on-year growth of 10.9% [1] - The net loss for the quarter was 2.5 billion RMB, compared to a loss of 900 million RMB in the same period last year [1][2] - Adjusted net profit was 3.1 billion RMB, up approximately 107% from 1.5 billion RMB in the previous year [1] Operational Highlights - Total orders across the core platform grew by 15.2% year-on-year, reaching 4.464 billion orders [2] - Orders in China Mobility increased by 12.4% to 3.376 billion, with a daily average of 37.1 million orders [1][2] - International orders saw a significant rise of 24.9%, totaling 1.088 billion, with a daily average of 11.96 million orders [1][2] Business Segments - GTV for China Mobility was 82.5 billion RMB, a 12.2% increase year-on-year, while international GTV reached 27.1 billion RMB, growing by 18.6% [2] - Platform sales increased by 23.4% to 20.77 billion RMB, with China Mobility sales up 24.6% to 18.02 billion RMB [2] Growth Trends - Didi has maintained a stable double-digit year-on-year growth in order volume for 10 consecutive quarters since 2023 [1]