Guan Cha Zhe Wang·2025-10-11 11:35Core Insights - Offline dining merchants have unexpectedly become the focal point in this year's local lifestyle competition, with the launch of Gaode's "Street Scanning List" injecting new vitality into the market [1][3][6] Group 1: Market Dynamics - Gaode's "Street Scanning List" has attracted over 400 million users within 23 days of its launch, indicating strong market acceptance and user engagement [6][7][9] - During the recent National Day and Mid-Autumn Festival holidays, Gaode drove over 100 million customer visits to offline dining establishments, showcasing its impact on consumer behavior [3][6] - The competition between Gaode and Meituan is not just about market share but represents a broader battle for establishing a new infrastructure for local services [5][11] Group 2: Consumer Behavior and Trends - The "Street Scanning List" and similar recommendation systems are evolving into essential infrastructure, akin to logistics and payment systems, enhancing the commercial and social value of local dining experiences [5][10][11] - The rise of small local eateries during the holidays reflects a shift in consumer preferences towards authentic dining experiences, with over 70% of popular dining spots seeing a more than 200% increase in traffic compared to pre-holiday levels [3][10] Group 3: Competitive Landscape - The competition in the local lifestyle market is characterized by a focus on building a reliable credit system for offline services, with both Gaode and Meituan striving to differentiate themselves through technology and algorithmic capabilities [9][12][14] - The ongoing battle for consumer trust and credibility in the evaluation of local dining options is central to the competition, as establishing a trustworthy credit system is crucial for market leadership [12][13][14]