21世纪经济报道·2025-09-12 16:06Core Viewpoint - The competition between Alibaba and Meituan in the local lifestyle sector has intensified, with both companies launching new initiatives on the same day to capture market share in offline store services [1][4]. Group 1: Alibaba's Strategy - Alibaba launched the "Gaode Street Ranking" on September 10, leveraging Gaode Map's user behavior data to compete directly with Meituan's Dazhong Dianping [1]. - Gaode Map has three key advantages: it is a high-frequency app with 186 million daily active users, it possesses rich behavioral data reflecting real consumer intent, and it offers integrated services that facilitate transactions without user redirection [1]. - The initial user engagement with the Gaode Street Ranking exceeded 40 million on its launch day, indicating strong interest and potential market impact [1]. Group 2: Meituan's Response - Meituan announced the "restart" of Dazhong Dianping's quality takeaway service, utilizing AI models to filter out fake reviews and enhance user trust [1][3]. - Meituan aims to strengthen its traditional advantage in user-generated content (UGC) while ensuring the authenticity of reviews through AI-driven data cleaning [3]. Group 3: Industry Challenges and Technological Impact - The local lifestyle sector has faced challenges over the past two decades, including user exploitation of discounts and the prevalence of fake reviews, leading to issues of information asymmetry and trust [2]. - The introduction of AI technology is transforming the landscape by addressing trust issues from both user and merchant perspectives, allowing for more reliable decision-making and leveling the playing field for smaller businesses [3]. Group 4: Competitive Landscape - Despite Alibaba's advancements, Meituan's two-decade accumulation of merchant content and user reviews remains a significant barrier to entry for Gaode [4]. - The competition is expected to be a long-term battle, as user habits and merchant relationships are deeply entrenched [4].