Core Insights - The summer travel season has seen a significant increase in demand for cross-border travel, prompting Didi Chuxing to launch a promotional campaign offering discounts on rides from July 1 to July 31 [1][2] Group 1: Promotional Activities - Didi Chuxing is offering a summer discount of 30% on rides, with users able to access exclusive ride vouchers through the Didi app or mini-program [1] - The promotional package includes two 30% off vouchers (up to 20 yuan each) and one 20% off voucher (up to 10 yuan) for overseas rides [1] - Specific discounts vary by destination, such as special ride vouchers for users traveling to South Korea, Japan, and Hong Kong, with varying maximum discounts [1] Group 2: User Experience and Features - Since the launch of Didi's overseas service, it has provided convenient and affordable travel options during major holidays, allowing users to switch to overseas cities without needing additional apps [2] - The app supports Chinese and English input for locations, offers Chinese customer service, and allows payment through Alipay and WeChat, enhancing the user experience for international travelers [2] - Popular travel destinations during the summer include Tokyo, Seoul, and Singapore, with users primarily coming from first and second-tier cities in China [2]

3 月 18 日晚，滴滴公布了 24 年 4 季度财报，以下是核心要点： 1、 核心运营数据上，2024 年 4 季度滴滴国内出行实现 GTV 784 亿，同比增长 9.3% ，较上季小幅加速 1.5pct，体现出 滴滴在国内网约车行业的领先地位进一步 稳固 。环比角度， 本季国内 GTV 增长了 0.3%， 历史上 4Q 相比 3Q 是相对淡季，本季度逆势环增是 2021 年以来的首次。 拆分价量来看， 滴滴自身披露的国内出行订单量（ 包括网约车及顺风车、代驾等业务） 同比增长 10.8%， 相比上季的 10.6% 略增， 国内业务量的增长已相对平 稳 。 由于交通部在 10 月之后不再公布月度的网约车订单数据，无法再比较滴滴的单量增速与行业大盘的差异。但 App MAU 数据上， 24 年底到 25 年初滴滴 App 和旗 下花小猪 App 的用户月活都出现了明显向上拉升，其他各平台则没有类似的显著变化。 似乎也指向滴滴在国内市场的领先地位和市占率有所走高。 2、但四季度市场地位的提升有代价： 营收角度， 滴滴国内出行板块本季收入 474 亿元，同比增长 5.6%，跑输了 GTV 约 9% 的增速 。这种 ...