高德做点评，宿敌的交锋

Core Insights - Gaode has launched a new ranking list called "Gaode Street Ranking," which is based on real user behavior rather than scores, focusing on metrics like foot traffic, repurchase rates, and user demographics [2][3] - The initiative aims to compete directly with Meituan's Dianping, indicating a strategic move by Alibaba to strengthen its position in the local services market [2][3] - Gaode's CEO emphasized that the ranking will never be commercialized, aiming for authenticity through user behavior and credit data, similar to Google Maps' model [2][3] User Engagement and Market Position - Gaode has a significant user base, with daily active users (DAU) exceeding 100 million since 2021, and monthly active users (MAU) surpassing 800 million, making it one of the top five apps in China [3] - The transition from navigation to store discovery is seen as a natural extension of user needs, with an average daily usage time of 28 minutes for navigation [5] - The local services market is projected to exceed 10 trillion yuan by 2025, with a compound annual growth rate (CAGR) of over 15%, highlighting the potential for growth in this sector [6] Competitive Landscape - Gaode's strategy includes integrating various services such as navigation, ride-hailing, dining, and travel into a super app, aiming to create a seamless user experience [7] - The competition with Meituan is intense, as Meituan has previously indicated that its takeaway business is not profitable, with its core local business generating significant revenue from in-store dining and travel [5][6] - Gaode's "Street Ranking" is designed to address the shortcomings of existing ranking systems, which have been criticized for being overly commercialized and not reflective of genuine user preferences [8][9] Data-Driven Approach - The ranking system utilizes real user data, including navigation and search behaviors, to ensure authenticity and reliability, supported by the Sesame Credit system [8][9] - Gaode has introduced a "Smoke Fire Good Store Support Plan" with over 1 billion yuan in subsidies to facilitate transactions from Gaode to Alipay, creating a consumption loop [11] - The initial success of the "Street Ranking" is evident, with over 40 million active users on its first day, surpassing Dianping's peak user count [12] Challenges Ahead - Despite the strong start, Gaode faces challenges in changing user perceptions, as many consumers are accustomed to using Dianping for restaurant reviews and recommendations [12][13] - Building a robust user-generated content (UGC) library will take time, as Gaode currently lacks the depth of content that Dianping has accumulated [12][15] - The effectiveness of Gaode's data-driven evaluation system is still under scrutiny, as it may not fully capture the nuances of user experiences and preferences [15][16]