Jing Ji Guan Cha Wang·2025-09-11 15:44Core Viewpoint - The article discusses the launch of the "Gaode Street Ranking" by Gaode Map, which aims to create a more reliable local service evaluation system based on user behavior data and real reviews, directly competing with Meituan's Dazhong Dianping [3][12]. Group 1: Project Development and Launch - In June, a secret team of over 20 members was relocated to Alibaba's headquarters in Hangzhou to develop the Gaode Street Ranking, which was unveiled on September 10, coinciding with Alibaba's 26th anniversary [2][3]. - The Gaode Street Ranking is led by CEO Guo Ning and is based on user behavior data, incorporating the Sesame Credit system to filter out fake reviews, ensuring the ranking's authenticity [3][4]. Group 2: Competitive Landscape - The Gaode Street Ranking directly competes with Meituan's Dazhong Dianping, which has been a dominant player in the local service evaluation market for 22 years [9]. - On the same day as the Gaode Street Ranking's launch, Meituan announced the relaunch of its quality takeaway service, indicating a heightened competitive atmosphere [3][12]. Group 3: Evaluation Mechanism - The Gaode Street Ranking uses navigation behavior data and Sesame Credit scores to create a more dynamic and real-time evaluation system, contrasting with Dazhong Dianping's reliance on user-generated content and static monthly updates [4][5]. - The ranking updates daily based on real-time user behavior, while Dazhong Dianping updates its data monthly and annually [4][5]. Group 4: User Engagement and Market Strategy - Gaode Map aims to transition from being a mere traffic tool to becoming a starting point for consumer spending in local services, leveraging its vast user base of 1.7 billion daily active users [6][9]. - The company has initiated a "Smoke Fire Good Store Support Plan," committing over 1 billion in subsidies to encourage user visits to local businesses, particularly small and medium-sized shops [12][13]. Group 5: Future Outlook and Business Model - Gaode's strategy includes expanding its local service offerings and integrating with partners like Fliggy and Taobao to enhance user experience and drive traffic [19][20]. - The company has achieved profitability for the first time in Q3 2023, indicating a successful pivot towards local services, contrasting with the ongoing losses in its traditional navigation business [19][20].