Sou Hu Cai Jing·2025-09-10 05:55Core 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]