经济观察报·2025-09-12 01:46Core Viewpoint - Gaode Map aims to transition from being a mere navigation tool to becoming a key player in local consumption, leveraging its massive user traffic to connect offline services and enhance user experience in local life services [1][22]. Group 1: Product Development and Launch - In June, a secret team of over 20 product managers from Gaode was relocated to Alibaba's headquarters in Hangzhou to develop a new product called "Gaode Street Ranking," which was officially launched on September 10 [2][4]. - The "Gaode Street Ranking" is based on real user behavior data and incorporates the Sesame Credit system to filter out false reviews, ensuring the authenticity of the rankings [4][5]. - The ranking system competes directly with Meituan's "Must Eat List" and includes various categories such as food, attractions, and hotels, aiming to provide a more reliable evaluation system for users [4][13]. Group 2: Data and Evaluation Mechanism - The evaluation metrics for the "Gaode Street Ranking" rely on navigation behavior data, including arrival rates and repeat customer frequency, combined with user credit scores [5][7]. - The ranking updates in real-time based on user behavior, contrasting with Meituan's monthly updates, which rely on user-generated content [5][8]. - The team behind the ranking has expanded significantly, indicating the importance and urgency of the project, especially with the upcoming peak traffic during the National Day holiday [8][12]. Group 3: Competitive Landscape - The launch of the "Gaode Street Ranking" has intensified competition with Meituan, which responded by revamping its quality takeaway services and leveraging AI for better user decision-making [4][17]. - Gaode's strategy reflects a broader trend in the local service market, where platforms like Douyin are also increasing support for small businesses, indicating a competitive shift in the landscape [19][21]. - The rivalry is characterized by significant financial backing, with Gaode committing over 1 billion in subsidies to support local businesses, while Meituan also announced financial incentives for quality restaurants [17][18]. Group 4: Strategic Goals and Future Outlook - Gaode's long-term vision includes establishing a robust local service ecosystem that not only enhances user experience but also supports small and medium-sized businesses [21][27]. - The company aims to create a healthy consumption environment by promoting trustworthy services and businesses, thereby driving user engagement and satisfaction [21][26]. - Gaode's recent profitability indicates a successful pivot towards local services, contrasting with the ongoing losses in the competitive takeaway market, suggesting a more sustainable business model in the local consumption space [26][27].