Guan Cha Zhe Wang·2025-09-10 12:15Core Viewpoint - The upcoming competition between Alibaba and Meituan in the local service market is expected to be the most intense in the past decade, with Alibaba's Gaode launching the "Street Scanning List" to enhance its offline service evaluation system and establish itself as a super entry point for lifestyle services [1][3]. Group 1: Market Dynamics - The competition in the food delivery sector is seen as part of a broader battle in instant retail, where the real strategic value lies in the rich consumption scenarios behind the high traffic and frequency of food delivery [2][3]. - The battle for local services, particularly in dining and travel, represents a critical phase where Alibaba is directly challenging Meituan's core business model [3][4]. Group 2: Potential Outcomes - If Alibaba wins, it could integrate various service sectors into a consumer-based evaluation and credit system, enhancing consumer convenience and driving growth in physical consumption [4]. - A victory for Meituan would solidify its dominance in local services and validate its business model, which is difficult to replicate, thus maintaining the economic scale benefits of its delivery model [4][5]. Group 3: Future Market Structure - The competition may not lead to a "kill or be killed" scenario like the previous "thousand group war," but rather a multi-strong market structure where multiple players, including Alibaba, Meituan, JD, and Tencent, can coexist [5].