Mei Ri Jing Ji Xin Wen·2025-09-11 00:16Core Insights - Alibaba's recent launch of the "Gaode Street Ranking" aims to enhance its local service business, positioning it against Meituan's core operations [1][3] - The competition between Alibaba and Meituan has escalated into a comprehensive ecosystem battle, with AI technology playing a crucial role [2][9] Group 1: Alibaba's Strategy - The "Gaode Street Ranking" is designed to create a credible ranking system based on user behavior and credit, aiming to connect users with quality local businesses [3][6] - Gaode has announced over 1 billion yuan in subsidies to drive foot traffic to offline dining and service industries [1][3] - Gaode's map currently covers over 7 million restaurant locations, with 1.2 billion daily searches related to life services [5] Group 2: Meituan's Response - Meituan has upgraded its Dazhong Dianping service, reintroducing "Quality Takeout" with AI-driven enhancements to ensure authentic user reviews [7][8] - As of September 10, over 1,400 restaurants from the "2025 Must-Eat List" and nearly 30 from the "2025 Black Pearl List" have joined the "Quality Takeout" service [7] - Meituan's strategy focuses on reinforcing its existing strengths while addressing previous shortcomings in its service offerings [12] Group 3: Market Dynamics - The ongoing subsidy war has led to significant increases in marketing expenses, with the three major players (Meituan, Alibaba, JD) collectively spending over 37 billion yuan [10] - Meituan's net profit plummeted by 96.8% in Q2 2025, while Alibaba's profit decline was comparatively smaller at 17.65% [11] - The market reaction to these developments has been mixed, with Alibaba's stock rising over 30% since July, while Meituan's has dropped nearly 20% [11][12] Group 4: Future Outlook - Both companies are leveraging AI to reshape their service offerings, with Gaode focusing on travel data to enhance restaurant ratings and Meituan optimizing its user review system [9][12] - The competition is expected to evolve, with platforms like Douyin and Xiaohongshu also entering the local service space, intensifying the rivalry [12] - Experts suggest that the future competition will hinge on differentiating service offerings and leveraging technology for better user experiences [12]