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。 ...

Core Insights - Meituan announced the upcoming release of its C-end AI intelligent service within a week, currently in the "closed testing" phase [1] - On September 1, Meituan officially launched LongCat-Flash-Chat (Chinese name: 龙猫), which has been open-sourced on GitHub and Hugging Face, and is also available on its official website [1] - Meituan has made significant progress in AI this year, releasing multiple applications including the AI Coding Agent tool NoCode, the AI business decision assistant "Kangaroo Consultant," and the hotel management-specific AI Agent "Meituan Jibai" [1]

新浪科技讯 9月10日上午消息，美团官方今日官宣，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，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。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。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新餐厅 加入，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。 此外，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。本次升级重启后，大众点 评品质外卖将全面覆盖必吃榜、黑珍珠以及高星酒店等各类优质餐厅。 美团表示，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"。（罗宁） 责任编辑：杨赐 ...

Core Insights - The competition among the three major homestay booking platforms, Muniu, Tujia, and Meituan, is not just a marketing battle but a deep strategic game regarding platform positioning, user mindset, and operational rhythm [1][9][14] Group 1: Market Dynamics - As September marks a relatively off-peak season between summer and the National Day holiday, the homestay booking platforms have not entered a quiet period, with Muniu, Tujia, and Meituan all launching new activities [1][2] - The competition reflects a shift back to normal marketing strategies, with platforms focusing on their unique strengths during this off-peak period [2][9] Group 2: Muniu's Strategy - Muniu's activities in September focus on weekend travel themes, launching the "Cool Autumn Pick" campaign, which aims to capture weekend travel mindsets through coupon distribution [2][4] - The platform has introduced a 110 yuan shared coupon package for nearby travel, with no minimum spending requirement, encouraging immediate use through limited-time offers [4][10] Group 3: Tujia's Approach - Tujia has launched a staggered travel campaign, bundling regular discounts like "Tonight's Special" and "Early Bird Booking" with a focus on large space rentals suitable for family group travel [6][11] - The platform's offerings are primarily centered around three-bedroom properties that accommodate six or more people, targeting family and group travel scenarios [6][11] Group 4: Meituan's Tactics - Meituan continues its "Skyfall Coupon" initiative, allowing users to receive a 20 yuan coupon with no minimum spending, although the actual value is limited to a small selection of properties [8][12] - The platform's strategy emphasizes low-cost options, primarily targeting budget-conscious travelers, which contrasts with the more quality-focused approaches of Muniu and Tujia [12][14] Group 5: Industry Trends - The homestay platforms have moved away from a competition model based solely on quantity and traffic, recognizing that a focus on quality and user experience is essential for sustainable growth [9][13][14] - Each platform has established differentiated strategies: Muniu focuses on trendy homestays, Tujia on villa rentals, and Meituan on low-cost accommodations, all aiming to enhance their brand value through quality improvements [9][10][12]

Core Viewpoint - The intense competition among Meituan, Alibaba, and JD.com in the instant retail sector has led to significant market changes and financial impacts, with a total subsidy investment exceeding 30 billion yuan, resulting in a shift from Meituan's 74% market share to a more balanced distribution of 65% for Meituan, 28% for Alibaba, and 7% for JD.com [1][10]. Industry Overview - The instant retail market in China is projected to exceed 1 trillion yuan by 2025, with the total market size reaching 650 billion yuan in 2023, reflecting a growth of 9.46 times over five years and accounting for 4.2% of total online sales [1][2]. Competitive Landscape - Meituan's core advantage lies in its robust offline operations and mature delivery network, boasting the largest monthly average of 3.36 million couriers, leading to a 40% increase in order volume in 2023 [3][6]. - Alibaba's strategy focuses on ecosystem synergy, integrating various services to drive traffic to its platforms, with its Taobao Flash Sale achieving a peak of 120 million daily orders within four months [4][7]. - JD.com differentiates itself by emphasizing "quality delivery," leveraging its strong supply chain to enhance delivery efficiency, despite facing significant losses in the competitive landscape [5][8]. Financial Impact - The competitive subsidy war has drastically affected the financial performance of the three companies, with Meituan's adjusted net profit dropping 89% to 1.49 billion yuan, JD.com's net profit declining 50.8% to 6.2 billion yuan, and Alibaba's non-GAAP net profit falling 18% to 33.51 billion yuan [5][10]. Strategic Differentiation - Meituan's strategy involves expanding from food delivery to a broader instant retail model, aiming for a significant market share in e-commerce [6][10]. - Alibaba's restructuring of its instant retail operations aims to streamline processes and enhance merchant experiences, facilitating a more integrated service offering [7][10]. - JD.com's recent integration of its delivery services into "JD Seconds" aims to optimize resource allocation and improve operational efficiency [8][10]. Future Trends - The competition in instant retail is expected to shift from subsidy wars to technology innovation and service upgrades, with increased investment in big data, AI, and IoT [9][10]. - The market will likely expand to include a wider variety of products, including high-end and customized goods, while also focusing on sustainable practices in response to consumer demand for environmentally friendly options [9][10]. Market Leadership Outlook - Based on current competitive dynamics, Alibaba is positioned as the most likely winner due to its ecosystem synergy and financial strength, followed by Meituan, which retains a strong market position despite short-term profit pressures, while JD.com appears to be in a weaker competitive stance [11][12].

出品｜搜狐科技 作者｜杨锦 9月10日，阿里巴巴集团创办26周年之际，阿里今日将在杭州总部举办新战略级业务。 搜狐科技从知情人士处获悉，该业务类似于大众点评，将对商家进行评分、评级、排榜，具体业务将主要落到高德地图APP中。 在其他阿里资源的调用上，除了高德、饿了么，还将引入支付宝的信用分，作为辅助评价依据。 该人士对搜狐科技透露，上线点评业务，是马老师（马云）的意思。 4个多月前，马云现身阿里西溪园区发表演讲时，提到了"高科技绝不仅是征服星辰大海，更应该呵护人间烟火。"更早一些，在去年内网的帖子中，马云曾 写道"信用不值钱，我们让信用变得无价。" 巧合的是，搜狐科技提前探访现场时看到，这次发布会所在的报告厅玻璃幕墙上，赫然印着"出发！向人间烟火。" 而对于传闻中的到店团购业务和重启口碑，多位阿里内部人士对搜狐科技表示不实。也有接近阿里巴巴的知情人士对搜狐科技反馈，阿里在到店团购已经在 灰度测试。有用户对搜狐科技展示了他的淘宝页面截图，其首页显著位置处确有"到店团购"板块。 高德上线大量点评相关新岗位 据搜狐科技了解，除了高德的项目，其他关于苹果和芯片的传闻不实，"楼上楼下都是空的"。 有阿里员工告诉搜狐科技 ...