瑞银：阿里推高德扫街榜是进军到店业务第一步

Core Viewpoint - UBS reports that Alibaba's Gaode Map has launched a new feature called Gaode Street Ranking, which utilizes AI-driven sorting based on user behavior rather than traditional user reviews [1] Group 1: Gaode Map's New Feature - Gaode Map's ranking system is based on real user behaviors, including the number of users navigating to a merchant, repurchase rates, willingness to visit, and diversity of visitors [1] - The system integrates personal data and credit ratings from Alipay users to enhance accuracy [1] - The initial rollout covers over 300 cities and provides recommendations for 1.6 million local merchants, including restaurants, hotels, and attractions [1] Group 2: Financial Implications and User Engagement - Gaode will invest 1 billion RMB in platform subsidies to encourage user participation in travel and in-store consumption [1] - UBS estimates that these initiatives will generate an additional 10 million user visits daily for local merchants [1] Group 3: Market Dynamics and Future Outlook - The upgrade reflects the dynamic competitive landscape of local life services, extending from instant retail to in-store business, which is the most profitable segment for Meituan [1] - Looking ahead to Q4, the focus is expected to shift from food delivery to non-food instant retail and in-store business, potentially leveraging traffic during the Golden Week holiday [1]