晚点独家丨阿里到店第一步:高德做榜单,重做一套线下信用体系
晚点LatePost·2025-09-10 01:32

Core Insights - Alibaba has launched the "Gaode Street Ranking" to enhance its offline business, focusing on food, hotels, and attractions, covering over 300 cities in China [3][16][17] - The initiative aims to leverage Gaode's navigation data to create a credible food ranking system, differentiating itself from existing platforms like Dazhong Dianping [20][21] - The project is led by Gaode's CEO and is part of Alibaba's broader strategy to penetrate the "new service industry e-commerce" market, estimated to exceed 10 trillion yuan [16][17] Group 1 - The "Gaode Street Ranking" is primarily focused on offline dining establishments, with categories such as "Local Favorites" and "Frequent Visitors" [3][16] - Gaode's ranking system will utilize user behavior data, including navigation counts and repurchase rates, to ensure authenticity and reliability [20][21] - The project is independent of Alibaba's other platforms like Taobao and Ele.me, indicating a strategic move to establish Gaode as a standalone entry point for offline services [19][30] Group 2 - Gaode's daily active users (DAU) reached 186 million by July 2025, significantly outpacing Dazhong Dianping, which positions Gaode to effectively distribute content and services [29] - The competitive landscape for offline services is intensifying, with Douyin rapidly expanding its local life services, prompting Alibaba to enhance its offerings [30][31] - The ranking system will not be commercialized, focusing instead on providing genuine user experiences and feedback, with a scoring system based on real user behavior [20][22]