新浪财经·2025-09-23 09:27Core Viewpoint - Gaode, a subsidiary of Alibaba, is aggressively entering the local life service market by offering free one-year membership for all dining merchants, along with various support services, aiming to reshape the "people, store, scene" logic in offline life services [2][11]. Group 1: First Strike - Street Ranking and Good Store Support Plan - The "Street Ranking" is based on real navigation data and user behavior, avoiding traditional review manipulation, thus providing a more trustworthy recommendation system for local businesses [4][5]. - The launch of the "Street Ranking" saw over 40 million users on its first day, with a 187% increase in traffic for featured local stores, significantly benefiting small merchants [5]. - Gaode is investing 9.5 billion yuan in consumer vouchers and 2 billion yuan in travel subsidies to enhance user engagement and drive offline traffic [5]. Group 2: Second Strike - Closing the Transaction Loop - The introduction of group buying on major Alibaba platforms (Taobao, Alipay, Gaode) allows users to seamlessly transition from discovering restaurants to making purchases, thus shortening the consumer journey [8][9]. - This new model shifts the local life service logic from "people finding services" to "services finding people," leveraging Gaode's large user base for better conversion rates [9][10]. Group 3: Third Strike - Free Merchant Entry - Gaode's decision to allow free entry for dining merchants changes the competitive landscape, reducing operational costs for merchants and providing them with greater freedom and opportunities for growth [12][13]. - The strategy aims to attract a wide range of local businesses, potentially shifting merchant loyalty from Meituan to Gaode due to the latter's more favorable terms and comprehensive ecosystem [13][14]. Group 4: Strategic Implications - Gaode's approach represents a fundamental shift in the local service market, moving away from traditional app-based models to a more integrated service experience through its mapping platform [15][16]. - The competition with Meituan is not just about pricing and content but also about redefining the entry point for consumers, which could significantly impact user behavior and merchant relationships in the long term [15].