阿里没有重启口碑，大众点评重启了“品质外卖”

Core Viewpoint - Alibaba's announcement of the "GaoDe Street Ranking" on Teacher's Day marks a significant strategic move to enhance its local life services and compete with Meituan and Douyin in the rapidly growing market [1][20][34] Company Developments - On September 10, Alibaba's GaoDe Map launched the "GaoDe Street Ranking," a new offline service credit system based on user behavior, which is positioned as an S-level strategic project alongside "Taobao Flash Sale" [1][8][34] - The stock price of Alibaba rose by 4% over two days, reflecting market anticipation of this announcement, although it experienced a pullback on the day of the announcement [2][8] - GaoDe's new initiative is seen as a direct challenge to Meituan's core business, aiming to leverage its navigation data to create a credible evaluation system for local services [8][20][22] Market Context - The local life services market in China is projected to reach 35.3 trillion yuan in 2025, with an online penetration rate exceeding 30% [20] - Meituan currently holds over 60% market share in this sector, while Douyin is rapidly gaining ground with a reported GMV of approximately 560 billion yuan in 2024, reflecting an 81% year-on-year growth [21][22] - The competitive landscape is intensifying, with both GaoDe and Meituan announcing significant initiatives on the same day, indicating a fierce rivalry in the local services space [12][22] Strategic Implications - GaoDe's "Street Ranking" aims to transform the platform from a navigation tool into a comprehensive service platform, utilizing its large user base and navigation data to enhance user engagement and decision-making [18][22][29] - The initiative is part of Alibaba's broader strategy to integrate its various services, including GaoDe, Koubei, and Ele.me, to create a seamless "content-decision-transaction" ecosystem [22][34] - Analysts suggest that the success of GaoDe's new service will depend on its ability to maintain credibility and differentiate itself from competitors like Meituan and Douyin, which have established strong user bases and service offerings [22][26][27]