Core Insights - Alibaba's Gaode Map has launched the "Gaode Street Ranking" feature, which ranks businesses based on navigation data and real user reviews, covering various sectors such as food, hotels, and attractions [1][5] - Meituan has responded by launching the "Quality Takeaway" channel on Dazhong Dianping, emphasizing quality and real reviews, indicating a competitive landscape between the two platforms [5][11] Group 1: Gaode's Strategy - Gaode's "Street Ranking" feature leverages unique navigation data, utilizing 13 billion navigation trips from 51.32 million users over the past year, covering a total distance of 22.8 billion kilometers [5][10] - The ranking is based on analysis of 1.18 million stores frequented by users, combined with real reviews calculated by Sesame Credit, creating a comprehensive consumer recommendation list [8] - Gaode is offering substantial subsidies, including a 200 million yuan travel subsidy package and 950 million yuan in consumption vouchers to encourage users to visit quality local businesses [10][12] Group 2: Meituan's Response - Dazhong Dianping's "Quality Takeaway" channel has strict merchant entry standards, requiring all participating businesses to have a physical store and meet specific rating criteria [11][12] - To promote the quality takeaway service, Dazhong Dianping is offering significant red envelope incentives, including various discount promotions [12] Group 3: Competitive Landscape - The strategies of Gaode and Dazhong Dianping reflect differing approaches in the local service market, with Gaode focusing on navigation data and Dazhong Dianping emphasizing user review systems [12][13] - Meituan's market share has decreased from over 80% to around 65%, while Ele.me has gained a significant 28% market share, indicating increased competition [13][14] - The local service market is projected to grow rapidly, with estimates suggesting it could reach 35.3 trillion yuan by 2025, highlighting the ongoing competition and the need for enhanced user experience [18][19]

以下文章来源于财联社AI daily ，作者徐赐豪 财联社AI daily . 财联社及科创板日报旗下产品——未来已来，AI前沿，独家、深度、专业！ 昨日市场疯传的阿里重要业务，今日终于揭晓。 《科创板日报》记者获悉，阿里今日正式推出 "高德扫街榜" 这一全新业务。这一业务被视为阿里在本地生活服务领域向美团发起挑战的又 一关键举措，标志着双方竞争的第二战场正式拉开帷幕。 对标大众点评 高德扫街榜类似于美团旗下大众点评榜单，对商家进行综合评分、排名，涵盖美食、景点、酒店等多种业态。 《科创板日报》记者打开高德地图以杭州为例， 该榜单根据近一年4205万人的9.1亿次导航、181亿公里计算，通过用户多次反复前往的 118 万家店铺筛选，并结合芝麻信用计算的真实评价生成。 例如，在美食领域，用户在搜索附近餐厅时，高德扫街榜不仅会展示商家的基本信息、评分和评价，还能依据用户的出行轨迹和偏好，推送 符合其口味和消费习惯的餐厅。 这种基于出行场景的推荐方式，与传统点评平台形成差异化竞争， 有望吸引更多用户在出行过程中，便捷 地获取到优质商家信息，进而影响他们的消费决策。 据悉，与传统点评业务不同，高德扫街榜在评价体系构建 ...

Core Viewpoint - Alibaba is focusing on Gaode and has restarted its ranking business, indicating a strategic move to compete with Meituan's Dianping in the local services sector [1][9][19] Group 1: Business Overview - Gaode launched the "Gaode Street Ranking" on September 10, which focuses on three categories: food, hotels, and scenic spots, primarily featuring offline dining rankings [1][3] - The new ranking system is based on user behavior and credit, utilizing Zhima Credit to ensure the authenticity of the rankings, thus avoiding manipulation [1][4][7] - Gaode's previous attempt at a similar service, "Gaode Guide," was launched in September 2020 but did not achieve significant traction [3] Group 2: Competitive Landscape - The Gaode Street Ranking directly competes with Meituan's Dianping but differentiates itself by relying on real navigation behavior to generate rankings, which reduces the risk of fake reviews [5][7] - As of September 10, Gaode reported coverage of over 7 million restaurant locations nationwide, with 1.2 billion daily searches related to life services [8][13] - The competitive environment is intensifying, with Alibaba's various platforms, including Taobao Shanguo and Ele.me, potentially integrating with Gaode to enhance its market presence [8][10] Group 3: Strategic Support and Future Prospects - The ranking business has received significant support from Alibaba's upper management, including attention from Jack Ma, indicating a strong commitment to this initiative [4][11] - Gaode's ability to leverage real-time navigation data is seen as a competitive advantage in the review space, potentially allowing it to avoid issues related to fake reviews [7][13] - The collaboration between Gaode and other Alibaba services could create a closed-loop system from discovery to booking, enhancing user experience and operational efficiency [13]

9月10日，阿里巴巴在杭州高调召开发布会，推出高德扫街榜。高德地图App显示，新功能"高德扫街榜"已上线。该榜单对商家进行综合评分、排名，涵 盖美食、景点、酒店等多种业态。 阿里这一举动被认为是向美团旗下大众点评发起挑战，除了外卖、闪购以外，阿里巴巴在到店层面也在全面重启，一系列举动直指美团。而美团显然已有 准备，当天也宣布，即日起，大众点评将正式"重启"品质外卖服务，称其首批已集合超百万家高分堂食店。 在发布会现场，高德CEO郭宁表示，高德扫街榜永不商业化。扫街榜希望每天为全国线下店铺多带去1000万消费者，每天为小店带来5000万流量的精准曝 光，解决"酒香也怕巷子深"难题，为更多商家提供公平的展示机会。同时，高德启动"烟火好店支持计划"，通过发放超10亿补贴等措施，鼓励用户到店消 费，希望每天能为线下餐饮及其他服务业多带去1000万客流。 此外，高德首次披露，高德地图覆盖全国超700万个餐厅点位，目前每天有1.2亿次生活搜索，导航前往1300万个生活服务目的地。 受此消息提振，阿里巴巴-W（09988.HK）港股高开近2%，创出近4年新高，截至13：12，涨2.04%，报144.8港元/股。阿里零售概念 ...

Core Insights - Meituan's Dazhong Dianping has officially "restarted" its quality takeaway service, leveraging a self-developed AI model to analyze user needs and filter out fake reviews, aiming to provide reliable decision-making through "AI + real high scores" [1][2] - The quality takeaway service has already aggregated over one million high-rated dining merchants, ensuring a service that emphasizes "true quality, true dining, true reviews" [1][2] - The initiative includes the distribution of 25 million various high-value consumption coupons to attract customers [1] Company Strategy - The relaunch of the quality takeaway service is a response to evolving consumer demands and integrates resources from both platforms, enhancing the product offering [4] - Dazhong Dianping will further filter high-rated dining restaurants and display their ratings and reviews, filling information gaps for decision-making [4] - The service will focus on recommending nearby high-rated small shops and community restaurants, while also providing takeaway consumption coupons to encourage orders [4] Market Context - Instant retail has become a common lifestyle, with takeaway services being a mainstream dining consumption habit in China, leading to higher consumer expectations regarding restaurant conditions, food quality, and safety [2] - Dazhong Dianping has established itself as a "rating standard" in the Chinese dining industry through its user-generated reviews and a mechanism for identifying fake reviews [2] Performance Metrics - In the past year, Dazhong Dianping accumulated 363 million real reviews, with daily "photo reviews" browsing volume increasing by 11% year-on-year, and the rate of users prioritizing negative reviews rising by 36% [3] Future Outlook - The company aims to invite more restaurants to join the social dining evaluation system based on real customer ratings and operational conditions, striving to provide comprehensive services for all high-rated dining establishments [5]

补贴方面，高德在扫街榜发布当日宣布启动"烟火好店支持计划"，通过三方面大力度补贴，鼓励用户到店消费，助力烟火小店客流、交易的双增长。具体 而言，在出行补贴上，高德地图针对出发地或目的地是线下商家的用户，发放价值2亿元专属到店出行补贴券包，包含公交地铁补贴、打车券、加油券 等，补贴用户出行成本；在交易补贴上，高德地图将发放9.5亿元消费券，鼓励用户前往烟火好店体验优质服务，包含到店优惠券、招牌菜折扣等，所有 成本由平台承担。 除此之外，高德还将通过首页AI推荐、搜索热词推送、导航语音播报等方式，每天为优质烟火小店提供5000万流量的精准曝光。同时提供3000万元平台 激励，广泛邀请行业达人帮助小店制作优质推广内容。 9月10日，在阿里巴巴成立26周年之际，阿里旗下高德地图宣布推出全球首个基于用户行为产生的榜单"高德扫街榜"。 目前，该榜单已登陆高德地图。从页面布局与来看，高德扫街榜与美团旗下大众点评的推荐逻辑类似。 同日，美团方面披露重要进展，大众点评宣布"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。 在此背景下 ...

阿里与美团之战。 9月10日，阿里巴巴在杭州高调召开发布会，推出高德扫街榜。高德地图App显示，新功能"高德扫街 榜"已上线。该榜单对商家进行综合评分、排名，涵盖美食、景点、酒店等多种业态。 阿里这一举动被认为是向美团旗下大众点评发起挑战，除了外卖、闪购以外，阿里巴巴在到店层面也在 全面重启，一系列举动直指美团。而美团显然已有准备，当天也宣布，即日起，大众点评将正式"重 启"品质外卖服务，称其首批已集合超百万家高分堂食店。 （2014年，大众点评试水外卖，2016年，进一步上线"品质外卖"） 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"。 数据显示，过去一年，大众点评累计有3.63亿条真实评价，其中日均"带图评价"浏览量同比上升11%， 差评优先查看率达到14%，优先查看差评的用户数同比提升36%。 "只要不'内卷'、不拉踩、不爬数据，我们欢迎更多公司进入社会休闲餐饮评价体系建设中来。"大众点 评相关 ...

美团则在同日宣布，即日起，大众点评将正式"重启"品质外卖服务，将通过B端自研大模型，以"AI+真实高分"为用户提供可靠决策。美团表示，首批已集 合超百万家高分堂食店，依托海量用户真实到店评价，将优质堂食餐厅的外卖送到大家身边。本次"品质外卖"升级，也将重点为用户推荐周边的高分小店、 社区店、夫妻老婆店，帮助优质堂食小店，获得更多线上线下增量。 每经北京9月10日电（记者赵雯琪）9月10日，提前一天让市场躁动、传言满天飞的阿里"重大项目"揭开面纱，《每日经济新闻》记者在杭州发布会现场看 到，本次发布会的主角将是"高德扫街榜"。这是高德全面AI化后的又一次重磅发布。有消息称，近期高德还可能上线团购。 图片来源：每经记者 陈婷摄 每日经济新闻 ...

美团旅行数据显示，18岁—29岁的年轻人在"十一"机票预订人群中的占比达46%。"'十一'出行人群 中，年轻人结伴出行规模大、增量多，'拼假'行为也多发于年轻人，亲子出游也有增加。'银发族'则更多 选择在10月8日之后错峰出行。"美团旅行相关负责人说。 再过半个多月，长达8天的"超级黄金周"将到来，不少人已迫不及待为假期行程做准备。美团旅行 数据显示，今年"十一"假期，国内机票预订热门TOP10目的地分别为上海、成都、北京、深圳、广州、 昆明、重庆、西安、南京和杭州。从购票人群来看，年轻人是"十一"出游的主力。 "学生时期没有太多预算规划长途旅行，工作之后终于可以用自己攒的钱，和朋友一起去新疆玩 了！"在南京一家信息科技公司就职的小刘对即将到来的国庆假期充满期待。这是他毕业3年后的第一次 长途旅行，他和朋友都请了几天年假，准备花12天从阿勒泰一路玩到禾木、赛里木湖、那拉提等地， 深入探索秋季新疆的魅力。 为了帮助年轻用户走得更远，玩得更深，探索人生旅途上的更多未知目的地，美团旅行日前联合 20余家航空公司，为16岁—28岁的青年用户推出"青春省钱卡"。符合年龄的用户支付9元购卡后，可享 受90天内不限次专属优 ...

美团则在同日宣布，即日起，大众点评将正式"重启"品质外卖服务，将通过B端自研大模型，以"AI+真 实高分"为用户提供可靠决策。美团表示，首批已集合超百万家高分堂食店，依托海量用户真实到店评 价，将优质堂食餐厅的外卖送到大家身边。本次"品质外卖"升级，也将重点为用户推荐周边的高分小 店、社区店、夫妻老婆店，帮助优质堂食小店，获得更多线上线下（300959）增量。 每经北京9月10日电（记者赵雯琪）9月10日，提前一天让市场躁动、传言满天飞的阿里"重大项目"揭开 面纱，《每日经济新闻》记者在杭州发布会现场看到，本次发布会的主角将是"高德扫街榜"。这是高德 全面AI化后的又一次重磅发布。有消息称，近期高德还可能上线团购。 ...