Sou Hu Cai Jing·2025-09-09 23:02Core Viewpoint - Alibaba Group is launching a new strategic business similar to Dazhong Dianping, focusing on merchant ratings and rankings, primarily integrated into the Gaode Map app [2][3]. Group 1: Business Strategy - The new business will utilize resources from Gaode, Ele.me, and Alipay's credit score as auxiliary evaluation criteria [4]. - The launch of the review business aligns with Jack Ma's vision of enhancing the value of credit [5]. - There are rumors about the revival of the group-buying business and the relaunch of Koubei, but multiple insiders have denied these claims, although there are indications that group-buying is in a gray testing phase [5][10]. Group 2: Gaode's Role - Gaode is the main focus of this launch, with its CEO Guo Ning as the keynote speaker [6]. - Gaode has been actively recruiting for positions related to rankings and reviews, indicating a significant push in this area [9]. Group 3: Competitive Landscape - Despite denials from Alibaba insiders regarding the group-buying business, signs suggest that it may become a battleground against Meituan [10]. - Alibaba's recent performance in the food delivery sector has been strong, with daily order peaks reaching 120 million [11]. - The launch of the new services is expected to enhance user engagement, as evidenced by a 20% increase in DAU for Taobao in August [12]. Group 4: Market Potential - Experts believe that Alibaba's entry into the in-store business is a logical step, with potential profits exceeding 10 billion annually if executed well [13].