滴滴：出行行业调研要点- 巴西外卖业务单元经济性改善；国内业务稳步增长；维持买入评级

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 25 March 2026 | 12:24AM HKT Equity Research DiDi Global Inc. (DIDIY): Internet trip takeaways: Improving Brazil food delivery unit economics; steady domestic growth; Buy We hosted DiDi's Capital Markets team with investors on Mar 24 in Beijing as part of our China Internet Trip. Key investor focuses/topics discussed include: 1) Healthy China mobility order volume/AOV outlook: The company continues to expect order volume to grow healthily at 8% for the full year (GSe: 8%) with sl ...