阿里重仓高德喊 “无刷分”，马云“推榜”真靠谱？

Core Viewpoint - Alibaba is focusing on Gaode and has restarted its ranking business, which is seen as a complex strategic move to compete with Meituan's Dianping [5][9][26]. Summary by Sections Gaode's New Ranking Business - Gaode launched the "Gaode Street Ranking" on September 10, focusing on three categories: food, hotels, and scenic spots, primarily featuring offline dining rankings [5][8]. - The new ranking system is based on user behavior and credit, leveraging Zhima Credit to ensure the rankings are authentic and cannot be manipulated [5][11]. Historical Context and Support - Gaode previously introduced the "Gaode Guide" in September 2020, aiming to provide decision-making services through a data-driven ranking system [7]. - The current ranking initiative has received significant support from Alibaba's upper management, including attention from Jack Ma, indicating a strong commitment to this project [7][12]. Competitive Landscape - Gaode's ranking system is designed to counter Meituan's Dianping, with a focus on data authenticity to avoid issues of fake reviews prevalent in traditional platforms [11][20]. - As of September 10, Gaode reported 1.86 billion daily active users (DAU), surpassing Dianping, and has over 7 million restaurant listings across China [14]. Strategic Implications - The integration of Gaode's ranking business with Alibaba's broader ecosystem could enhance its competitive edge, potentially linking with other services like Ele.me and Taobao Shanguo [20][21]. - The local life group within Alibaba has shown consistent revenue growth, reaching hundreds of billions in scale over the past two fiscal years [20]. Industry Dynamics - The competitive environment is intensifying, with Alibaba's various platforms, including Taobao Shanguo and Ele.me, actively engaging in the food delivery market, while Gaode aims to fill the gap in the offline dining sector [16][18]. - Meituan's Dianping, despite its challenges, remains a significant cash flow source for the company, highlighting the importance of maintaining a competitive edge in the local services market [25][26].