2 1 Shi Ji Jing Ji Bao Dao·2025-09-12 13:15Core Viewpoint - The competition between Alibaba and Meituan in the local lifestyle sector has intensified, with both companies launching new initiatives on the same day to capture market share in offline store services [2]. Group 1: Alibaba's Strategy - Alibaba launched the "Gaode Street Ranking" on September 10, leveraging Gaode Map's user behavior data to compete directly with Meituan's Dazhong Dianping [2]. - Gaode Map has three key advantages: it is a high-frequency app with 186 million daily active users, it possesses rich behavioral data reflecting genuine consumer intent, and it offers integrated services that facilitate seamless transactions [2]. - The initial response to the Gaode Street Ranking was strong, with over 40 million users engaging with the feature on its first day [2]. Group 2: Meituan's Response - Meituan announced the "restart" of Dazhong Dianping's quality takeaway service, utilizing AI models to filter out fake reviews and enhance user trust [2][5]. - Meituan aims to strengthen its traditional advantage in user-generated content (UGC) while ensuring the authenticity of reviews through AI-driven data cleaning [5][6]. Group 3: Industry Challenges and Technological Impact - The local lifestyle sector has faced challenges over the past two decades, including user exploitation of discounts and the prevalence of fake reviews, leading to issues of information asymmetry and trust [3]. - AI technology is transforming the landscape by addressing trust issues for both users and merchants, allowing for more reliable decision-making and enabling lesser-known businesses to gain visibility [4][6]. - Despite the technological advancements, Meituan's long-standing user habits, merchant relationships, and service depth present significant barriers for Gaode to overcome in the competitive landscape [6].