到了巴西还内卷，if_老虎社区_美港股上老虎 - 老虎社区

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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

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。▲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。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。

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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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n滴滴外卖在巴西搞商户“二选一”，斥资10亿排美团Keeta\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-19 13:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/t/2025-08-19/doc-infmnxmh1316806.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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。...</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":{"LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU0509642566.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) INC AV","MPNGY":"美团ADR","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0269904917.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) 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ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC"},"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":254,"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":[],"hasMoreComment":false,"orderType":2}