BABA(US:BABA) Huan Qiu Wang·2026-01-08 09:41Core Insights - Alibaba's Gaode has launched an upgraded version of the Gaode Street Ranking 2026 and initiated a "Million Fireworks Good Store Support Plan," committing to invest billions in computing resources to help 1 million merchants access "Flying Street View" for free [1][4] - Within 24 hours of the plan's announcement, over 200,000 merchants registered for the program, indicating strong interest in AI technology among offline businesses [1][4] Group 1: Business Impact - Since the launch of the Gaode Street Ranking 100 days ago, over 860,000 dining merchants have actively joined, leading to a more than 330% increase in order volume and over 270% growth in transaction value [4] - The CEO of Gaode expressed a desire to build a modern offline credit system to enhance consumer trust and confidence, emphasizing the importance of visibility for diligent businesses [4] Group 2: Technological Advancements - The "Flying Street View" feature utilizes Gaode's self-developed world model to provide realistic navigation and immersive experiences for users, allowing them to preview restaurant environments and other locations [4][6] - Merchants can easily create promotional content by simply filming and uploading videos and photos using a smartphone, significantly lowering the barrier to adopting new technology [6][8] Group 3: Industry Trends - The enthusiasm from merchants reflects a shift in business strategies, with many recognizing the value of showcasing their authentic qualities to build long-term trust and reputation rather than relying solely on complex marketing tactics [8] - The President of the China Hotel Association noted that the restaurant industry is at a critical juncture for high-quality development, emphasizing the importance of digital transformation for enhancing efficiency and sustainability [9]