3 6 Ke·2025-09-10 23:48Core Insights - Alibaba's Gaode launched the "Street Ranking" to challenge Meituan's Dianping, aiming to establish a new offline service credit system [1][2] - The introduction of the Street Ranking signifies an escalation in the competition for Meituan's core profit area, transitioning from food delivery to instant retail and local services [3][8] - A "post-review era" is emerging, where real user behavior data will become the core metric for measuring commercial value, with credit replacing traffic as the most valuable asset for merchants [4][14] Gaode's Strategy - Gaode's Street Ranking integrates user behavior data with feedback, making it difficult to manipulate rankings, thus targeting Meituan's weaknesses [2][3] - The ranking system is based on a "behavior + credit" model, utilizing real user actions such as navigation to stores and repurchase rates to create a trustworthy scoring system [5][6] - By leveraging vast and authentic user data, Gaode aims to provide a more reliable evaluation system compared to traditional review platforms [10][11] Competitive Landscape - Gaode's entry into the local services market poses a significant threat to Meituan, which has relied heavily on its food delivery and local service business for profits [12][13] - Meituan's core local business, particularly in dining and travel, has a much higher profit margin compared to its food delivery segment, making it vulnerable to Gaode's new offerings [12][13] - The competition is intensifying, with both Gaode and Douyin (TikTok) targeting Meituan's market share, indicating a shift in the balance of power in the local services sector [13][14] Future Implications - The Street Ranking could transform how merchants operate, allowing them to focus on product and service quality rather than manipulating reviews for visibility [7][14] - For consumers, the new ranking system promises a more straightforward and trustworthy selection process, enhancing their overall experience [7][14] - Gaode's evolution from a navigation tool to a comprehensive service platform could redefine its role in the local economy, potentially becoming an essential "life service intelligence" provider [14]