Core Insights - The article highlights the significant shift of offline restaurants towards online platforms, driven by Gaode's announcement to waive the first-year store opening fees and provide supportive policies [1][2]. Group 1: Market Response - Within just 72 hours of the announcement, Gaode received over 150,000 inquiries from restaurants, averaging 50,000 inquiries per day, indicating a strong interest from merchants to join the platform before the National Day holiday [2][4]. - The surge in inquiries reflects the widespread anxiety and demand among offline merchants, particularly small and medium-sized restaurants, seeking new avenues in a highly competitive market [4]. Group 2: Industry Challenges - The restaurant industry is facing a dual pressure of rising costs and declining trust, with promotional expenses on mainstream platforms becoming a heavy burden for many restaurant owners [5]. - Issues such as "paying for good reviews" and "professional fake reviews" have undermined the credibility of online rating systems, creating a vicious cycle for merchants who feel compelled to engage in these practices to maintain visibility [5]. Group 3: Gaode's Strategic Initiatives - Gaode's recent initiatives, including the "Street Ranking" and the "Smoke Fire Good Store Support Plan," aim to address these challenges by providing over 1 billion yuan in subsidies and enhancing visibility for participating stores [6]. - The "Street Ranking" leverages real user navigation data to create a more trustworthy evaluation system, significantly reducing the likelihood of manipulated ratings [6]. - Early results show that the "Street Ranking" has led to a 187% increase in traffic for featured stores, with some individual stores experiencing traffic growth of up to 540% [6]. Group 4: Future Outlook - The overwhelming response from merchants indicates a desire for a fairer and more transparent competitive environment, moving away from the ineffective "involution" of marketing budgets [8]. - Gaode's approach is seen as a significant attempt to reshape the offline consumption ecosystem through technology and trust, with potential long-term benefits for the restaurant industry [8]. - Future initiatives will continue to evolve based on the actual needs of restaurant merchants, aiming to create more business opportunities [8].
高德“免单”三天吸引15万咨询,餐饮业“用脚投票”逃离“内卷”红海
证券时报·2025-09-27 12:19