阿里美团齐出新招 本地生活赛道掀波澜

Core Insights - The competition in the local lifestyle sector is shifting from traffic and subsidies to building authenticity, trust, and service quality, as evidenced by the recent product iterations from Alibaba's Gaode Map and Meituan's Dazhong Dianping [1][2] Group 1: Gaode Map Developments - Gaode Map launched the world's first behavior-based ranking list, the Gaode Street Ranking, aimed at creating a new offline service credit system that ensures a credible ranking through user behavior and credit [1] - The Gaode Street Ranking will leverage Alipay's Sesame Credit system to weight trustworthy evaluations based on user credit levels, while AI risk control will help identify and filter out fake reviews [1] - Gaode Map currently covers over 7 million restaurant locations nationwide, with 120 million daily searches related to lifestyle services and navigation to 13 million service destinations [1] Group 2: Dazhong Dianping's Quality Takeout Service - Dazhong Dianping has relaunched its quality takeout service, utilizing a self-developed large model to analyze user needs based on vast amounts of real review data, aiming to eliminate non-authentic review data [2] - The quality takeout service will cover various high-quality restaurants, including over 1 million high-rated dining establishments, with notable entries from the 2025 "Must-Eat List" and "Black Pearl" restaurants [2] - The integration of travel and dining scenarios in Gaode Map may reduce user reliance on other review applications, while its low-cost traffic strategy could compel other review platforms to adjust their commission and advertising structures [2] Group 3: Synergies and Market Positioning - The relaunch of Dazhong Dianping's quality takeout service is expected to enhance user stickiness and improve the quality of merchant resources, creating a synergistic effect with Meituan's takeout services [3] - Quality takeout merchants bring their own traffic and reputation, which can elevate the overall quality of merchants on the platform, while also allowing merchants to leverage online traffic to boost offline dining [3]