本次升级重启后，大众点评"品质外卖"已全面覆盖必吃榜、黑珍珠，以及高星酒店、宝藏小店等各类优 质堂食餐厅。截至9月10日，全国超1400家2025"必吃榜"上榜餐厅、近30家2025"黑珍珠"上榜餐厅以及 近1500家高星酒店餐厅均已入驻大众点评"品质外卖"。 9月10日，大众点评宣布"重启"品质外卖服务，将通过B端自研大模型，进一步剔除非真实点评数据， 为用户提供可靠决策。 平时排长队的必吃榜餐厅、需要提前订座的黑珍珠餐厅、入住奢华酒店才能吃到的美味，在大众点 评"品质外卖"，都可直接30分钟外卖到家。一众空间不大却常常满座的品质高分小店，也将为那些没法 到店用餐的用户提供品质外卖体验。 大众点评"品质外卖"首批已集合超百万家高分堂食优质商家，依托高分堂食餐厅供给、用户真实到店评 价，以及美团履约配送体系，为用户提供品质外卖服务。 据美团官微消息，美团C端AI智能体服务也将于一周内发布，目前正在"封楼测试"阶段。9月10日，大 众点评"品质外卖"将同步发放2500万张不同种类的大额"品质外卖"消费券。 据悉，早在2014年，大众点评就上线了外卖服务，并于2016年上线"品质外卖"。2022年，大众点评与美 ...

21世纪经济报道记者易佳颖 外卖平台的竞争策略开始转向对"品质"与"价值"的更深层挖掘，差异化策 略将重塑行业格局。 9月10日，美团宣布大众点评正式"重启"品质外卖服务，将通过B端自研大模型，结合海量真实评价数 据分析用户需求，进一步剔除非真实点评数据，以"AI+真实高分"为用户提供可靠决策。 同天，高德宣布推出"高德扫街榜"，与之相呼应的是，今年4月底，淘宝闪购上线，日订单峰值达到1.2 亿单，颇有几分相辅相成之意。 经历了夏季外卖订单高峰期，外卖市场格局呈现了何种变化？从数据来看，据京东财报显示，包括京东 外卖在内的新业务，收入同比大幅增长199%。美团的订单数量也出现明显增加，财报显示，美团核心 本地商业分部的收入由去年二季度的607亿元增长7.7%至653亿元。阿里巴巴中国电商事业群CEO蒋凡 表示，今年8月，淘宝闪购整体的月度交易买家数达到3亿，较今年4月增长了200%。"经过过去几个月 的发展，我们第一阶段的目标已经超预期实现。" 在这一过程中，补贴政策功不可没，并且补贴的脚步没有放缓。 另一边，9月9日，京东与锦江酒店（600754）正式签署战略合作协议。根据协议，京东旗下七鲜小厨将 进驻锦江 ...

Core Viewpoint - The upcoming competition between Alibaba and Meituan in the local service sector is expected to be the most intense in the past decade of the Chinese internet, particularly with the launch of Gaode's "Street Ranking" product aimed at reshaping the evaluation system for offline services [1][21]. Group 1: Market Dynamics - Gaode's launch of the "Street Ranking" is seen as a strategic move to enhance its presence in the local service market, leveraging its 170 million daily active users (DAU) to create a super entry point for lifestyle services [1][4]. - The competition is not just about food delivery but encompasses a broader battle for market share in local services, with Meituan's business model relying heavily on high-margin in-store and travel services [3][4]. - The outcome of this battle could significantly reshape the competitive landscape of the Chinese internet industry, moving from a previously polarized market to a more diversified one with multiple strong players [4][21]. Group 2: Financial Insights - Meituan's 2021 financial report indicated that its food delivery business had a profit margin of only 6.4%, while its in-store and travel services boasted a much higher profit margin of 43.3% [6][7]. - In 2024, Meituan's core local business revenue is projected to grow by 20.9% year-on-year, reaching RMB 250.2 billion, with operating profit increasing by 35.4% to RMB 52.4 billion [8][9]. - The global average operating profit margin for major food delivery platforms is only 2.2%, highlighting the low profitability of the food delivery sector compared to in-store services [6][8]. Group 3: Strategic Implications - If Alibaba succeeds, it could integrate various local services into a unified credit system based on real consumer behavior, significantly reducing decision-making costs for consumers [4][19]. - Conversely, if Meituan prevails, it would solidify its dominant position in local services, demonstrating the sustainability of its high-frequency, high-commitment business model [4][12]. - The competition is characterized as a cognitive and psychological battle, where both companies aim to influence consumer decision-making and establish a new credit system for offline consumption [17][27]. Group 4: Competitive Landscape - The rivalry is expected to be less about aggressive cash-burning strategies and more about establishing a new consumer mindset and experience [27][34]. - Both companies are likely to emerge as winners in different aspects, as the competition fosters innovation and efficiency in the local service market [21][25]. - The battle will test each company's ability to adapt and respond to market changes, with Alibaba's recent strategic focus on cloud and AI infrastructure enhancing its competitive edge [10][24].

Core Viewpoint - The upcoming competition between Alibaba and Meituan in the local service market is expected to be the most intense in the past decade, with Alibaba's Gaode launching the "Street Scanning List" to enhance its offline service evaluation system and establish itself as a super entry point for lifestyle services [1][3]. Group 1: Market Dynamics - The competition in the food delivery sector is seen as part of a broader battle in instant retail, where the real strategic value lies in the rich consumption scenarios behind the high traffic and frequency of food delivery [2][3]. - The battle for local services, particularly in dining and travel, represents a critical phase where Alibaba is directly challenging Meituan's core business model [3][4]. Group 2: Potential Outcomes - If Alibaba wins, it could integrate various service sectors into a consumer-based evaluation and credit system, enhancing consumer convenience and driving growth in physical consumption [4]. - A victory for Meituan would solidify its dominance in local services and validate its business model, which is difficult to replicate, thus maintaining the economic scale benefits of its delivery model [4][5]. Group 3: Future Market Structure - The competition may not lead to a "kill or be killed" scenario like the previous "thousand group war," but rather a multi-strong market structure where multiple players, including Alibaba, Meituan, JD, and Tencent, can coexist [5].

Core Insights - The article discusses Alibaba's launch of the "Gao De Street Ranking," a behavior-based ranking system aimed at enhancing the local consumption market and competing with Meituan and Dianping [1][2][4] Group 1: Gao De Street Ranking - Gao De Street Ranking is the world's first ranking based on user behavior, utilizing real actions such as navigation, search, and visits to generate scores, addressing the issue of fake reviews [1][3] - The ranking aims to create a healthy ecosystem by promoting genuine user experiences and discouraging the practice of artificially inflating ratings [1][4] - The scoring system incorporates both behavioral data (navigation, search, visits) and credit data (via Sesame Credit) to enhance the credibility of evaluations [5][10] Group 2: Strategic Intent - Alibaba's choice of Gao De is strategic, leveraging its high-frequency usage to penetrate the local consumption market, which has been dominated by Meituan and Dianping for years [2][16] - The integration of Gao De with other Alibaba services aims to create a seamless ecosystem that connects travel, dining, and shopping, enhancing user engagement [17][18] - The initiative reflects Alibaba's broader strategy to revitalize its local life services and drive traffic to its e-commerce platforms, particularly in light of slowing growth in its core business [18][19] Group 3: Competitive Landscape - The launch of Gao De Street Ranking is seen as a direct challenge to Meituan's established position in the local services market, with Gao De's user base significantly larger than that of Dianping [16][15] - Meituan has responded by enhancing its own review systems, indicating a competitive race to improve service quality and user trust in the local consumption space [14][15] - The effectiveness of Gao De's strategy in disrupting Meituan's dominance remains uncertain, as user habits and established content ecosystems will take time to shift [15][19]

Group 1 - The core theme of the event is the integration of technology and innovation in service trade, highlighted by the presence of various interactive activities and new development dynamics [1] - Meituan showcased its latest advancements in technology, including drones, unmanned vehicles, and services like Meituan Flash Purchase and Meituan Medicine Delivery [1] - The newly developed indoor and outdoor integrated intelligent delivery robot "Meituan Little Yellow Bee" made its debut, capable of providing efficient, precise, and safe delivery services in diverse environments such as supermarkets, apartments, airports, communities, and parks [1]

Core Insights - Alibaba and Meituan are shifting their strategies towards a focus on trust and quality, moving away from aggressive spending and competition in the local services market [1] Group 1: Alibaba - Alibaba's Gaode Map launched a "Street Scanning List" based on 1.3 billion navigation trajectories and 22.8 billion kilometers of travel, filtering through 1.18 million stores to create a reputation list based on consumer behavior [1] Group 2: Meituan - Meituan announced the revival of its "Quality Takeaway" service and is distributing consumer coupons, indicating a strategic pivot towards enhancing customer trust and service quality [1] Group 3: Industry Trends - The competitive landscape between Alibaba and Meituan is entering a more rational phase, with both companies emphasizing quality and consumer trust over previous aggressive spending strategies [1]

| 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 109.02 亿元 | +24.26 亿元 | | 泡泡玛特(09992) | 34.20 亿元 | -12.98 亿元 | | 中芯国际(00981) | 30.19 亿元 | +1.19 亿元 | | 腾讯控股(00700) | 28.96 亿元 | +2317.41 万元 | | 小米集团-W(01810) | 26.63 亿元 | -3.26 亿元 | | 美团-W(03690) | 24.60 亿元 | -2.91 亿元 | | 康方生物(09926) | 15.30 亿元 | -1.57 亿元 | | 金山云(03896) | 15.26 亿元 | -3.31 亿元 | | 中国海洋石油(00883) | 13.01 亿元 | +1.55 亿元 | | 国泰君安国际(01788) | 11.39 亿元 | +2567.24 万元 | 深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988 ...

Core Insights - Alibaba is launching the "Gaode Street Ranking" project with over 1 billion yuan in subsidies to challenge Meituan's dominance in the local lifestyle market [2][9][32] - The project is led by Gaode's CEO and is considered a top-tier initiative within Alibaba, receiving significant internal support [4][5][9] - The competitive landscape is heating up, with both Alibaba and Meituan preparing for an intense battle over market share and consumer engagement [26][32] Group 1 - The "Gaode Street Ranking" aims to provide a more authentic ranking system based on user navigation behavior, contrasting with traditional platforms that have faced criticism for manipulated scores [11][14] - The initiative is expected to generate an additional 10 million customer visits daily to offline dining and service industries through targeted subsidies and promotions [9][19] - Alibaba's stock saw a significant increase, reflecting market optimism about the new project, with shares rising over 4% [2][3] Group 2 - Meituan responded to the challenge by revamping its "Quality Takeout" service and emphasizing the use of AI to ensure data authenticity in user reviews [16][19] - Meituan has a strong market presence, holding a 62% share in the dining sector, which provides a solid foundation for countering Alibaba's advances [21][20] - Both companies are expected to incur substantial costs in this competitive clash, leading to potential profit declines for both [31][32] Group 3 - The strategic importance of Gaode has increased, as it leverages Alibaba's resources to compete directly with Meituan, marking a significant shift in its role within the company [36] - The long-term vision of Alibaba's investment in Gaode, made 11 years ago for approximately 1.5 billion USD, is now seen as a critical asset in the ongoing competition [2][36] - The outcome of this rivalry remains uncertain, but the initial moves suggest a fierce battle for dominance in the local lifestyle market [26][32]

对标美团，阿里有新打算 今年7月以来，多位高德产品派驻到杭州全球总部，"网传的消息夸张了，没有专门封闭一个楼，但确实在西溪园区C4号楼单独开辟了一块空间，做相关 新产品的研发"。 凤凰网科技从多位知情人士处获悉，高德于两个多月前着手筹备推出榜单类业务，9月10日，该产品终于亮相——"高德扫街榜"，聚焦美食、酒店、景区 三大类目，主要以线下餐饮商家的榜单为主，此外还包括一些特色美食榜单，进一步加码本地生活领域。多位人士分析称，该业务直接对标美团旗下大众 点评，但与后者有着显著差异化，核心是通过用户的"行为+信用"，芝麻信用在同日升级商业信用服务体系，表示将支持高德产品，确保这是一份无法刷 分的真实可信榜单，从而重新构建一套线下服务的信用体系。 这项业务并非没有根基，高德最早曾在2020年9月首度推出"高德指南"业务，同样希望通过数据驱动的榜单体系和用户UGC模式，提供覆盖餐饮、酒店、 景点等场景的决策服务，当时便剑指大众点评"必吃榜"。 "再回归无论是资源、产品还是与集团的协同效应，都与此前完全不同"，有知情人士告诉凤凰网科技。 据透露，本次榜单业务得到了阿里相关高层的支持，多位知情人士指出是马云本人较为关注， ...