Cai Jing Wang·2025-09-11 12:18Core Insights - Alibaba is leveraging its high-frequency traffic and platform advantages through the launch of the "Gaode Street Ranking" to penetrate the local lifestyle market, aiming to reshape the credit system based on user behavior data [1][4][9] - The competition in the local lifestyle sector is intensifying, with Meituan quickly responding by revamping its quality takeaway services and enhancing its user trust through AI and real reviews [7][8] Group 1: Alibaba's Strategy - The "Gaode Street Ranking" aims to create a non-manipulable ranking system that integrates user behavior and credit scores, addressing the long-standing issues faced by restaurant businesses regarding review credibility [2][4] - The ranking system will consider factors such as navigation visits, repurchase rates, and user demographics, with plans to introduce more niche rankings in the future [2][3] - Alibaba's previous attempts in the local lifestyle market have not significantly challenged Meituan's dominance, but the integration of Gaode's capabilities may provide a new opportunity for growth [4][9] Group 2: Competitive Landscape - Meituan has responded to the launch of the Gaode Street Ranking by reintroducing its quality takeaway service, emphasizing AI-driven real reviews and offering substantial consumer coupons [7][8] - The competition is not limited to Alibaba and Meituan; Douyin has also entered the local lifestyle market, achieving significant transaction volumes and posing a challenge to both companies [8][9] - Analysts suggest that both companies need to differentiate their services to avoid a homogenized user experience, as they both aim to optimize their respective ecosystems [9]