“要全面开战了”，阿里美团激战升级

Core Viewpoint - The competition between Alibaba and Meituan in the local lifestyle service sector is intensifying, with Alibaba launching the "Gaode Street Ranking" to challenge Meituan's dominance in the dining and takeaway markets [3][4][5]. Group 1: Alibaba's Strategy - Alibaba has launched the "Gaode Street Ranking," which is based on user behavior rather than traditional metrics like likes or collections, focusing on repeat customers and avoiding commercialization [3][4]. - The "Gaode Street Ranking" covers over 300 cities and 1.6 million offline service providers, including more than 870,000 restaurants and 230,000 hotels [7]. - The initiative aims to leverage a differentiated credit system to penetrate Meituan's market share, utilizing AI to filter out false information and enhance user trust [7][10]. Group 2: Meituan's Response - On the same day, Meituan announced the "restart" of its quality takeaway service, aiming to enhance user engagement and improve merchant quality through AI and real user reviews [4][13]. - Meituan's second-quarter financial report showed a revenue of 91.84 billion yuan, a year-on-year increase of 11.7%, but a significant drop in net profit by 89% [14][15]. - Despite the challenges, Meituan's active user base exceeded 500 million, and its in-store business saw over 40% year-on-year growth in order volume [14]. Group 3: Market Dynamics - Both companies are engaged in a subsidy war, with Gaode announcing over 1 billion yuan in subsidies to attract customers to offline dining and services, while Meituan is offering 25 million quality takeaway vouchers [11][12]. - The competition is expected to evolve as both companies seek to create a closed-loop transaction and decision-making ecosystem in local services [10][11]. - Analysts suggest that while Gaode's new ranking system may disrupt Meituan, it will take time to build user trust and recognition [11].