Core Viewpoint - Didi's Q2 2025 performance demonstrates strong growth, with a core platform Gross Transaction Value (GTV) reaching 109.6 billion RMB, reflecting a 15.9% year-over-year increase at constant exchange rates [1][2]. Financial Highlights - In Q2 2025, Didi's total transactions increased to 4.464 billion, a 15.2% rise compared to Q2 2024 [2]. - The GTV for China Mobility was 82.5 billion RMB, up 12.2% year-over-year, while international GTV reached 27.1 billion RMB, marking an 18.6% increase [2]. - Adjusted EBITDA for Q2 2025 was 3.198 billion RMB, significantly improving from a loss of 2.482 billion RMB in Q2 2024 [2]. - The adjusted profit for the period was 3.069 billion RMB, compared to 1.475 billion RMB in Q2 2024 [2]. Operational Highlights - Didi's Q2 performance indicates a solid foundation and higher growth potential, as it continues to achieve double-digit growth in its tenth consecutive quarter [3]. - The domestic mobility market saw a GTV of 82.5 billion RMB, with a total of 44.64 billion orders, reflecting a 15.2% increase year-over-year [4]. - Didi's focus on technology-driven operational efficiency has enhanced both driver and passenger experiences, contributing to its growth [6]. International Expansion - Didi has expanded its international business to 14 countries, including regions in Latin America, Asia-Pacific, and Africa, with Q2 international GTV reaching 27.1 billion RMB, a 27.7% increase year-over-year [7][8]. - In Brazil, Didi's platform 99 has over 55 million users and has successfully launched its food delivery service, achieving significant order volumes shortly after its introduction [7]. - The company is leveraging its ride-hailing services to expand into food delivery and financial services, enhancing user engagement and market penetration [11]. Strategic Insights - Didi's Q2 GTV milestone of over 100 billion RMB signifies not just numerical growth but also reflects its strategic positioning and operational efficiency in a competitive landscape [9]. - The company is transitioning from a ride-hailing platform to a comprehensive mobility ecosystem, focusing on user needs and operational excellence to drive sustainable growth [11]. - Didi's approach emphasizes the importance of ecosystem and efficiency in future competition, moving away from reliance on subsidies for growth [9].

Core Insights - Didi's Q2 2025 performance report shows a significant growth in core platform order volume, reaching 4.464 billion orders, a year-on-year increase of 15.2% [2] - The company's gross transaction value (GTV) for Q2 2025 hit 109.6 billion yuan, reflecting a year-on-year growth of 15.9% [2] - Didi's international business continues to grow rapidly, with GTV increasing by over 25% year-on-year [2] Group 1: Domestic Performance - In China, Didi completed 3.376 billion orders in Q2 2025, with a daily average of 37.1 million orders, marking a 12.4% year-on-year increase [2] - The GTV for China's ride-hailing services reached 82.5 billion yuan, up 12.2% year-on-year [2] - Didi is enhancing its membership system by partnering with various hotels and restaurants, expanding its service offerings beyond transportation to include dining and accommodation [2] Group 2: International Expansion - Didi has expanded its international business to 14 countries across Latin America, Asia-Pacific, and Africa since 2018 [3] - In Brazil, the "99" platform has over 55 million users, and the recently relaunched "99 Delivery" service has achieved significant milestones, including 1 million orders in just 45 days [3] - "99 Delivery" is set to expand to 100 cities in Brazil by mid-2026, leveraging a large network of motorcycle riders for efficient service delivery [3] Group 3: Operational Efficiency and Future Plans - Didi reported an adjusted net profit of 3.1 billion yuan in Q2 2025, indicating improved operational efficiency [4] - The CEO emphasized the importance of user experience and driver ecosystem in the company's growth strategy, with plans to enhance service quality and efficiency [4] - Didi aims to promote AI applications and autonomous driving to create long-term value for users, drivers, and partners [4]

Core Insights - Didi has achieved a transaction volume (GTV) of 109.6 billion yuan in Q2 2025, reflecting a year-on-year growth of 15.9% at fixed exchange rates [1] - The company's international business has shown remarkable growth, with GTV reaching 27.1 billion yuan, a year-on-year increase of 27.7% at fixed exchange rates [1] - Didi's core platform order volume has grown by 15.2% year-on-year, totaling 4.464 billion orders in Q2 [1] Domestic Market Performance - In the Chinese market, Didi's GTV for domestic travel reached 82.5 billion yuan, with a year-on-year growth of 12.2% [1] - The number of domestic orders increased by 12.4% year-on-year, reaching 3.376 billion orders, with a daily average of 37.1 million orders [1] International Market Expansion - Didi has expanded its international business to 14 countries across Latin America, Asia-Pacific, and Africa, with a focus on ride-hailing and exploring local services like food delivery and finance [2] - In Brazil, Didi's subsidiary 99 has over 55 million users, and its food delivery service has completed 1 million orders within 45 days of launch in Goiânia [2] - 99 plans to expand its food delivery service to 100 cities in Brazil by mid-2026 [2] Operational Efficiency and Profitability - Didi reported an adjusted net profit of 3.1 billion yuan in Q2, indicating improved operational efficiency [3] - The company is enhancing its membership system by collaborating with hotels and restaurants to create a diversified and high-value membership ecosystem [3] - Didi's CEO emphasized the importance of user experience and driver ecosystem in the company's growth strategy, alongside advancements in AI and autonomous driving [3]

Core Viewpoint - Didi has agreed to pay $740 million to settle a class-action lawsuit initiated by investors, asserting that the company did not engage in any wrongdoing and that the settlement aims to avoid litigation costs and business disruptions [2][3][4]. Group 1: Legal Settlement - Didi has reached a binding terms list with current and former executives and directors to resolve the "securities litigation" concerning Didi Global [3]. - The company will recognize a provision of $740 million in the second quarter of 2025 for this settlement [3]. - The lawsuit originated in July 2021, following Didi's IPO on June 30, 2021, and subsequent regulatory scrutiny [3][4]. Group 2: Business Development - After its delisting, Didi is focusing on business development, including advancing its autonomous driving initiatives and exploring international markets [6]. - Didi has been actively expanding its international presence since 2018, currently covering 14 countries in Latin America, Asia-Pacific, and Africa [6]. - In Brazil, Didi's ride-hailing platform 99 has surpassed 55 million users, and its food delivery service has achieved significant milestones in major cities [6]. Group 3: Financial Performance - Didi reported that its overseas revenue growth has outpaced domestic market growth in the latest quarter [5].

2025.08. 28 本文字数：982，阅读时长大约2分钟 作者 | 第一财经 陆涵之 8月28日，滴滴宣布同意支付7.4亿美元解决一项投资者发起的集体诉讼。 滴滴表示，公司不存在任何不当行为，和解是为了避免诉讼带来的成本和对业务发展的干扰。科技企 业的涉诉讼案并不鲜见，这些官司也往往达成和解，此前苹果和高通的官司也以和解收场。 "避免诉讼对业务的干扰" 滴滴在当日发布的二季度财务业绩中表示，滴滴与部分现任和前任高管及董事已达成具有约束力的条 款清单，以解决"关于滴滴全球公司的证券诉讼"。 根据该条款清单，滴滴同意支付7.4亿美元达成和解，被告将获得所有免责。基于上述情况，滴滴已 确认在2025年第二季度提了7.4亿美元的拨备。 这起诉讼源于2021年7月。 在2021年12月3日，滴滴出行官方微博发文称："经认真研究，公司即日起启动在纽交所退市的工 作。" 同样在2021年，部分投资者对滴滴提起集体诉讼，认为滴滴可能向投资者发布了严重误导性的商业 信息。这场诉讼在数年后才得以和解。 滴滴今日表示，和解取决于包括法院批准在内的许多条件，不构成承认或认定诉讼中提出的索赔有任 何法律依据。 海外增速超过国内 滴 ...

"避免诉讼对业务的干扰" 滴滴在当日发布的二季度财务业绩中表示，滴滴与部分现任和前任高管及董事已达成具有约束力的条款 清单，以解决"关于滴滴全球公司的证券诉讼"。 根据该条款清单，滴滴同意支付7.4亿美元达成和解，被告将获得所有免责。基于上述情况，滴滴已确 认在2025年第二季度提了7.4亿美元的拨备。 这起诉讼源于2021年7月。 8月28日，滴滴宣布同意支付7.4亿美元解决一项投资者发起的集体诉讼。 滴滴表示，公司不存在任何不当行为，和解是为了避免诉讼带来的成本和对业务发展的干扰。科技企业 的涉诉讼案并不鲜见，这些官司也往往达成和解，此前苹果和高通的官司也以和解收场。 2021年滴滴经历了起伏。2021年6月11日，滴滴向SEC递交了IPO招股书，并在当年6月30日正式在纽交 所挂牌上市，股票代码为"DIDI"。 2021年7月2日，网络安全审查办公室发布公告，为防范国家数据安全风险，维护国家安全，决定对滴滴 出行启动网络安全审查，审查期间暂停注册新用户。当年7月4日，国家网信办发布通报表示，经检测核 实滴滴出行App由于存在严重违法违规收集使用个人信息问题已被下架。 在2021年12月3日，滴滴出行官方 ...

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]

Core Insights - Didi's Q2 2025 performance report shows a robust growth trajectory, with a core platform transaction volume (GTV) reaching 109.6 billion yuan, reflecting a year-on-year increase of 15.9% at fixed exchange rates [1] - The company has achieved a significant milestone with its domestic and international order volumes both hitting record highs, with total orders growing by 15.2% year-on-year to 4.464 billion [1][2] - Didi's international business continues to thrive, maintaining a growth rate of over 25% year-on-year, particularly strong in Latin America [2] Financial Performance - In Q2, Didi reported an adjusted net profit of 3.1 billion yuan, indicating improved operational efficiency alongside stable growth [3] - The core business of Didi has shown consistent growth, with a focus on enhancing user experience and operational efficiency [3] Business Expansion - Didi is diversifying its service offerings by expanding into travel and hospitality, partnering with major hotel chains and restaurants to create a comprehensive membership ecosystem [1] - The international business has expanded to 14 countries, with notable success in Brazil, where the local platform 99 has over 55 million users and has recently launched a food delivery service [2] Strategic Initiatives - Didi's CEO emphasized the importance of user experience and driver ecosystem in the company's development, alongside plans to leverage AI and autonomous driving technologies for long-term value creation [3]

同期，包括中国出行和国际业务在内的核心平台订单量同比增长15.2%，达到44.64亿单。其 中，中国出行同比增长12.4%至33.76亿单，季度日均达到3710万单；国际业务同比增长 24.9%至10.88亿单，季度日均达到1196万单。国内外订单量双双创新高。 自2023年以来，滴滴订单量已经连续10个季度保持着同比双位数的稳定增长。 8月28日，滴滴在官网发布2025年第二季度业绩报告。进入千亿交易规模后，公司仍保持了 双位数的高增长。 二季度，滴滴核心平台交易额（GTV）达到1096亿元，固定汇率下同比增长15.9%。其中， 中国出行GTV达到825亿元，同比增长12.2%；国际业务GTV达到271亿元，固定汇率下同比 增长27.7%。 规模稳定增长同时，滴滴的运营效率也在不断提升。二季度滴滴实现经调整净利润31亿元。 滴滴创始人、CEO程维表示："二季度公司核心业务持续增长，产品服务及运营效率进一步提 升。滴滴始终将用户体验和司机生态作为公司发展的根本，未来我们将坚持在服务和效率上 的进步，在扩大就业容量、提升司机保障的同时，积极推动AI应用和自动驾驶发展，为用户、 司机及合作伙伴创造长期价值。" （ ...

Group 1 - The core viewpoint of the article highlights Didi's strong growth momentum, achieving a gross transaction value (GTV) of 109.6 billion yuan in Q2 2025, reflecting a year-on-year increase of 15.9% at constant exchange rates [1] - Didi's domestic ride-hailing business contributed 82.5 billion yuan to the GTV, showing a year-on-year growth of 12.2%, while international business saw a remarkable GTV of 27.1 billion yuan, with a year-on-year surge of 27.7% at constant exchange rates [1] - The total number of orders completed on Didi's core platform reached 4.464 billion in Q2, marking a year-on-year increase of 15.2%, with domestic orders at 3.376 billion and international orders at 1.088 billion [1] Group 2 - Didi is transitioning from a single ride-hailing service to a comprehensive lifestyle service platform, enhancing its membership system and establishing partnerships with well-known brands to cover various service areas [1] - The overseas market, particularly in Latin America, has become a new growth driver, with the 99 platform in Brazil surpassing 55 million users and rapidly expanding its food delivery service [2] - In Q2, Didi reported an adjusted net profit of 3.1 billion yuan, indicating a positive cycle of scale growth and operational efficiency [3]