Ge Long Hui·2025-09-13 18:57Core Viewpoint - Alibaba's Gaode Map has launched the world's first user behavior-based ranking list, "Gaode Street Ranking," to support offline dining and service consumption, covering over 300 cities in China [1][2]. Group 1: Gaode Street Ranking Launch - The "Gaode Street Ranking" focuses primarily on offline dining, with categories including food, hotels, and scenic spots, and features lists like "Local Favorites" and "Frequent Visits" [1]. - This initiative marks the beginning of Gaode's "in-store group buying" business layout, following Alibaba's earlier launch of Taobao Flash Sale [2]. Group 2: Synergy with Other Businesses - The in-store business is expected to have synergies with the takeout business, as merchant resources can be reused, and the complexity of in-store consumption is lower, leading to higher profit margins [2]. - Gaode Map's recent upgrade includes AI features for better user behavior analysis and a redesigned navigation bar, enhancing the app's usability for the new business model [2]. Group 3: Market Position and Future Outlook - Gaode Map's average daily active users (DAU) reached 186 million by July 2025, six times that of Dianping, indicating a strong traffic advantage [2]. - The integration of mapping, ride-hailing, reviews, group buying, and travel services positions Gaode to potentially rival Google Maps, aiming to create a "super app" in the domestic market [2]. Group 4: Broader Consumption Platform Strategy - The launch of Gaode Street Ranking complements Alibaba's broader strategy to enhance its "big consumption platform," with expectations for deeper involvement in in-store business and transaction integration [3]. - Revenue projections for FY2026-FY2028 are estimated at 1.06 trillion, 1.18 trillion, and 1.30 trillion yuan, with adjusted net profits of 125.6 billion, 159.9 billion, and 190.3 billion yuan, respectively [3].