Qi Lu Wan Bao·2025-09-11 10:58Core Viewpoint - Alibaba's Gaode Map has launched the "Gaode Street Ranking," which is expected to significantly impact competitors like Meituan and Dazhong Dianping in the local service market [1][5]. Group 1: Gaode Street Ranking Features - The new feature includes various information categories such as "Top Performers," "Street Rankings," "Popular Check-ins," and "City Guides," covering food, attractions, hotels, and more, with comprehensive merchant ratings and rankings [1]. - The ranking system is based on real user behavior, utilizing data from 42.05 million users and 910 million navigation instances over the past year, focusing on 1.18 million stores [3]. Group 2: Unique Evaluation System - Gaode's evaluation system incorporates user ratings and Alipay credit scores, making merchant credit status a crucial evaluation dimension, which addresses issues like fake reviews prevalent in traditional platforms [5]. - The launch includes a "Good Store Support Plan," offering over 1 billion yuan in subsidies to encourage consumer visits to physical stores, aiming to increase daily foot traffic by 10 million [5]. Group 3: Competitive Response - On the same day as the Gaode Street Ranking launch, Meituan announced the relaunch of its "Quality Takeaway" service, leveraging its self-developed model and high-rated restaurants to enhance its competitive edge [5]. - Dazhong Dianping is also issuing 25 million various types of large consumption coupons and has onboarded numerous high-rated restaurants to strengthen its market position [5][6]. Group 4: Market Dynamics - Dazhong Dianping has built a substantial user base and merchant resources over the years, but faces challenges such as fake reviews and overly commercialized content, which could provide opportunities for competitors [6]. - The competition in the local service market is expected to intensify, raising questions about whether Meituan and Dazhong Dianping can maintain their positions against the new Gaode Street Ranking [6].