Core Viewpoint - Alibaba is intensifying its competition with Meituan in the local lifestyle service sector, launching the "Gaode Street Ranking" to enhance its presence in the "to-store" business, while Meituan is reviving its quality takeaway service [2][8]. Group 1: Alibaba's Strategy - Alibaba's "Gaode Street Ranking" is based on real user behavior, focusing on repeat customers and is not commercialized, aiming to differentiate itself from Meituan's high market share [2][4]. - The "Gaode Street Ranking" project was initiated in June and now covers over 300 cities and 1.6 million offline service providers, including over 870,000 restaurants and 230,000 hotels [3]. - The ranking system utilizes AI to filter out false information and is integrated with the Sesame Credit system to enhance trust [4]. Group 2: Meituan's Response - Meituan announced the revival of its quality takeaway service on the same day as Alibaba's announcement, leveraging its extensive user review data to improve service reliability [8]. - Meituan's second-quarter financial report showed a revenue of 91.84 billion yuan, a year-on-year increase of 11.7%, but a significant drop in net profit by 89% [9]. - Despite the challenges, Meituan's app reached over 500 million monthly active users, with a 40% year-on-year increase in order volume for its to-store business [9]. Group 3: Market Dynamics - The competition between Alibaba and Meituan is heating up, with both companies accelerating the construction of their local lifestyle service ecosystems and extending their subsidy wars from takeaway to in-store services [2][7]. - The market is observing the impact of these new strategies, with both companies announcing substantial subsidies to attract customers, including over 1 billion yuan from Gaode and 25 million takeaway vouchers from Meituan [7][8]. - Analysts suggest that while Gaode's new ranking may disrupt Dazhong Dianping (Meituan's review platform), it will take time to build user trust and recognition [7].

Core Insights - Alibaba is intensifying competition with Meituan in the local services sector, launching the "Gaode Street Ranking" to challenge Meituan's dominance in the dining and service industry [1][2][3] - Meituan has responded by reviving its quality takeaway service, indicating a fierce battle in the local lifestyle market [2][7] Group 1: Alibaba's Strategy - The "Gaode Street Ranking" is based on real user behavior, focusing on repeat customers rather than likes or collections, and aims to differentiate itself from Meituan's offerings [1][3] - The project has been in development since June and currently covers over 300 cities and 1.6 million offline service providers, including over 870,000 restaurants [3][5] - Alibaba aims to leverage its credit system and AI capabilities to filter out false information and enhance user trust in the rankings [3][6] Group 2: Meituan's Response - Meituan announced the revival of its quality takeaway service, utilizing AI and real user reviews to improve decision-making for consumers [7][8] - The company has a history of integrating high-quality dining options into its takeaway service, which has been a significant part of its strategy since 2014 [8] - Meituan's second-quarter financial report showed a revenue of 91.84 billion yuan, with a year-on-year growth of 11.7%, but a significant drop in net profit by 89% [9][10] Group 3: Market Dynamics - Both companies are engaged in a subsidy war, with Gaode announcing over 1 billion yuan in subsidies to attract customers to offline dining and services [6][10] - The competition is expected to evolve as both companies work to enhance their local service ecosystems and improve consumer engagement [2][6] - Analysts suggest that while Meituan has a strong market position, the introduction of Gaode's ranking system could disrupt the existing dynamics due to its unique data advantages [6][10]

大众外卖、高德点评？一边是2500万张消费券，一边10亿补贴，阿里和美团又开新战场了。 昨晚阿里美股跳空上涨我就知道必有大事发生啊，果然今天就高调推出高德扫街榜。这不就是一个阿里 版的大众点评吗？除了外卖和闪购，显然阿里又开始围剿美团的另一座城池。 美团来了一招围剿与反围剿，同一天宣布大众点评"重启"品质外卖服务。 高德称发放10亿补贴，鼓励用户到店消费，给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。美团宣布大众点评"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。 市场现在有两种观点： 有人认为阿里一边出血一边回血，外卖电商互相倒流，越烧钱对阿里越有利。也有人认为本地生活依然 是美团独大，阿里烧钱只是打压了美团股价，对于竞争格局不会有改变。 今天上午港股市场，阿里巴巴连续4天大涨，创近4年新高。美团股价重新收复100元失地。 不管是此前的外卖大战，还是现在新一轮的互搏，看来三季度业绩才是两位巨头实力见真章的时刻！ （文章来源：21世纪经济报道） 高德扫街榜号称永不商业化，美团称首批已集合超百万家高分堂食店。这话暂且听听就好了，主要我们 看看两巨头打架给消 ...

来自中国的两家科技巨头正在巴西"大打出手"。近期，美团与滴滴在当地的外卖市场竞争中实施了一系 列颇具针对性的商业行动。 二者的市场竞争已迅速蔓延至法庭。8月14日，美团旗下国际外卖品牌Keeta在巴西最大城市圣保罗对滴 滴旗下的99Food提起诉讼，指控该平台违反巴西竞争法。Keeta声称99Food动用约9亿雷亚尔（约合1.65 亿美元）与餐厅签署排他性协议，这些协议禁止餐厅在合同期内与Keeta合作。而且，相关协议并未限 制餐厅与巴西本土外卖龙头iFood的合作——该平台控制着该国约80%的市场份额。 Keeta在声明中表示："此类条款明显旨在阻挠Keeta进入巴西市场、限制竞争并抑制创新。"这种"二选 一"的做法标志着两家中国巨头间的紧张关系来到了新的高度。滴滴旗下的99Food于上个月在巴西上 线，并投入10亿雷亚尔开拓市场。据报道，小型餐厅可获得数十万雷亚尔的前期激励，大型连锁餐厅可 获得的金额更是高达1300万雷亚尔。 此次法律冲突之前，双方曾就"关键词广告营销"对簿公堂。8月，圣保罗法院对99Food发出禁令，要求 其停止购买"Keeta"相关的谷歌关键词及操纵搜索结果。法院认定该行为误导消费者 ...

"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 评相关负责人表示，"未来我们将根据顾客真实评分、商家真实运营情况不断邀请更多餐厅加入，争取 让全国所有高分堂食餐厅，都能为用户提供到店、到家的全面服务。"（21世纪经济报道） #美团将重启大众点评品质外卖##高德扫街榜PK大众点评#【"高德扫街榜"剑指大众点评 阿里与美团再 度交锋】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。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。 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 ...

出品|拾盐士 这场被业内称为"中国互联网史上规模宏大的补贴战"始于今年初京东的强势入局，打破了美团和饿了么长期主导的"双寡头"格局，演变为美团、阿里、京东 的"三足鼎立"混战。 监管加码：重构行业竞争规则 2025 年 9 月 9 日，市场监管总局新闻发言人王秋苹在新闻发布会上明确表态，要求主要外卖平台 "严守法律法规，杜绝不正当竞争，抵制恶性补贴"，这已 是年内第二次针对外卖行业的重磅监管举措。 回溯 7 月 18 日，市场监管总局已专门约谈饿了么、美团、京东三家头部平台，强调要严格遵守《电子商务法》《反不正当竞争法》等法律法规，规范促销 行为。 监管政策的密集出台并非偶然。 数据显示，2025 年 2 月京东以 "0 佣金 + 百亿补贴" 高调进军外卖市场后，引发全行业补贴混战：淘宝闪购联合饿了么推出 "免单红包"，部分订单甚至出现 "1 分钱买外卖" 的极端案例；美团紧急跟进发放 "满 18 减 18"" 满 25 减 20" 等高额无门槛优惠券，导致 7 月 5 日单日订单量突破 1.2 亿单，服务器因无法承 载流量而崩溃。这种非理性竞争不仅扰乱了正常价格体系，更将商家和骑手推向生存边缘 —— 北京大 ...

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]

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 ...

记者9月10日从美团获悉，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"提供可靠决策。 据悉，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，提供"真品质、真堂食、真评价"的外卖服务。 这也意味着，AI将成为其中重磅加持力量。与此适配的是，美团C端AI智能体服务将于一周内发布，目 前正在"封楼测试"阶段。 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"。 即时零售已成为一种寻常生活方式，外卖更是国内消费者主流的餐饮消费习惯，消费者对外卖商家的环 境条件、餐品水平、食品安全、门店资质有了更高的要求。 据悉，大众点评自成立以来，依托其用户真实评价、商户星级评分、吃喝玩乐住榜单等产品为核心 的"线上口碑"体系，以及以"AI+人工"组成的虚假评价识 ...