Yishion
08-19
到了巴西还内卷,ifood笑嘻了哥们,什么常凯申行为这是
滴滴外卖在巴西搞商户“二选一”,斥资10亿排美团Keeta
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(来源:雷峰网)据巴西媒体8月14日报道,滴滴旗下巴西外卖业务99Food在当地通过巨额现金预付激励,与商户签订“二选一”排他协议,明确禁止商户与美团/Keeta展开任何形式合作。对此,美团旗下国际外卖品牌Keeta已向当地法院提起诉讼。Keeta称,这些条款的特定设计旨在阻止Keeta进入巴西市场,从而限制竞争并减少创新。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-08-19/doc-infmnxmh1316806.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0828238088.HKD":"SCHRODER ISF GLBL EMGNG MKT OPPS \"A\" (HKD) ACC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","MPNGY":"美团ADR","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0589944569.HKD":"ALLIANZ EMERGING ASIA EQUITY \"AT\" (HKD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU1102505929.USD":"FIDELITY SUSTAINABLE EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) ACC","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","DIDIY":"DiDi Global Inc.","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC","LU0509642566.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) INC AV","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","HMTD.SI":"Meituan HK SDR 5to1","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0823426480.USD":"法巴中国股票经典Dis","LU0269904917.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","03690":"美团-W","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1224709979.USD":"FIDELITY CHINA FOCUS \"A\" (USD) ACC","LU0455707207.USD":"FIDELITY FUNDS CHINA INNOVATION \"A\" (USD) INC","LU0196878994.USD":"MANULIFE GF CHINA VALUE \"AA\" (USD) INC","LU0594300419.USD":"富达中国消费基金A"},"source_url":"https://finance.sina.com.cn/stock/t/2025-08-19/doc-infmnxmh1316806.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2560157182","content_text":"炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! (来源:雷峰网)据巴西媒体8月14日报道,滴滴旗下巴西外卖业务99Food在当地通过巨额现金预付激励,与商户签订“二选一”排他协议,明确禁止商户与美团/Keeta展开任何形式合作。对此,美团旗下国际外卖品牌Keeta已向当地法院提起诉讼。Keeta称,这些条款的特定设计旨在阻止Keeta进入巴西市场,从而限制竞争并减少创新。▲滴滴旗下巴西外卖业务99Food在巴西与商户签署的合作协议中,明确要求商户不得与美团/Keeta展开任何合作。(附葡语和译文)这是滴滴99Food继高价恶意购买“Keeta”广告词一案被圣保罗法院签发禁令后,再次因不正当竞争被起诉。当地时间8月11日,法院责令99Food三日内停止在Google及类似平台上混淆“Keeta”关键词搜索结果的行为,逾期将处以每日2万雷尔的罚款。▲99Food在Google上高价竞购“Keeta”关键词,以混淆其搜索结果,该行为已被巴西当地法院签发禁令。据《圣保罗页报》报道,滴滴99Food目前在当地已接触超过100家餐饮连锁,提供至少9亿雷尔(超10亿元人民币)的预付款换取“二选一”排他协议。但该“二选一”条款主要针对美团/Keeta,而不限制商户与当地外卖巨头iFood的任何合作。此前,滴滴99Food曾向巴西媒体回应,承认确实与部分餐厅签署了类似的“二选一”排他协议。据巴西一位自媒体作者6月份爆料,滴滴99Food向一家商户就开出了600万雷尔(约800万元人民币)的现金报价,以获得针对Keeta而不限制iFood的“半独家”协议。99Food此举也被解读为,“先保住第二的位置,再去考虑怎么对抗第一”。iFood目前是巴西外卖市场的绝对主导者,市场占有率80%。美团和滴滴则均为新进入者,滴滴于今年6月刚刚重启了巴西外卖业务99Food;美团Keeta则于今年5月宣布将在数月内进入巴西,目前尚在业务筹备阶段。▲巴西外卖市场竞争时间线。\n\n\n海量资讯、精准解读,尽在新浪财经APP","news_type":1,"symbols_score_info":{"03690":1,"DIDIY":1,"METmain":1,"HMTD.SI":0.6,"MPNGY":1}},"isVote":1,"tweetType":1,"viewCount":142,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":49,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/469207933706568"}
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