6.6亿用户“走”出增长神话:高德扫街榜成为本地生活超级入口
第一财经·2026-01-07 10:16

Core Insights - Gaode is transitioning from a mapping service to a local life super entrance, with the launch of the Gaode Street Ranking 2026 marking a significant milestone in this evolution [1][10] - The Gaode Street Ranking has achieved a cumulative user base of over 660 million and attracted more than 860,000 merchants within 100 days of its launch [1][7] User Growth and Engagement - The Gaode Street Ranking was launched on September 10, 2025, and saw its user base exceed 40 million on the first day, reaching an average of 70 million daily active users by October 2025, showcasing a "phenomenal" growth amidst a slowing mobile internet user growth trend [3][7] - The average revenue of the 860,000 merchants that joined the platform increased by over 270% [7] Market Positioning and Strategy - The Gaode Street Ranking disrupts the traditional local life review system by focusing on actual store visits as a core reference, thus allowing lesser-known but quality establishments to gain visibility [7][10] - The ranking system is based on user behavior and credit, utilizing AI capabilities to filter out false information, thereby enhancing the credibility of the rankings [7][10] Technological Advancements - The upgrade to Gaode Street Ranking 2026 includes 6,553 dynamic seasonal rankings and 1,550 category rankings, expanding its coverage to global listings across over 200 countries and regions [11][14] - New features such as friend dynamics and AR capabilities for immersive navigation are set to enhance user experience and engagement [13][14] Industry Implications - The Gaode Street Ranking is positioned to address the challenges of declining traffic dividends and increasing user trust issues in the local life service market, aiming to reshape the consumption credit system and growth logic [15] - By leveraging its extensive spatial data and AI infrastructure, Gaode is establishing a competitive edge in the local life service sector, potentially tapping into a trillion-dollar real consumption market [10][14]