Di Yi Cai Jing Zi Xun·2025-09-10 08:23Core 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]