Core Insights - The first overseas launch of the "Must-Eat List" by Dianping took place in Dubai on November 10, 2025, featuring 348 restaurants from 28 regions including Hong Kong, Macau, Taiwan, and overseas, marking a 50% increase in the number of listed restaurants compared to the previous year [1] Group 1 - The "Must-Eat List" will expand globally next year, utilizing a self-developed B-end model to analyze user reviews and identify new demands and trends [1] - Dianping's continuous investment in "local life information infrastructure" is fundamental for providing reliable references for "overseas culinary experiences" [1] - Currently, Dianping's information infrastructure covers over 3,000 cities and hundreds of millions of merchants globally, supporting the expansion of the list [1] Group 2 - Dianping announced an additional investment of 3 billion to upgrade its "information infrastructure" to enhance information verification capabilities in more regions worldwide [1] - The company plans to integrate Meituan's self-developed B-end model to establish an information calibration mechanism [1]

Core Insights - The first overseas launch of the "Must-Eat List" by Dianping took place in Dubai, featuring 348 restaurants from 28 countries and regions, with Dubai having 10 restaurants on the list [1][2] - The list has seen a 50% increase in the number of restaurants compared to last year, with a significant focus on local eateries and long-established restaurants [1][6] - The initiative aims to enhance the digital infrastructure for accurate merchant information and AI-driven decision-making to meet the growing demand for global culinary experiences [1][8] Summary by Sections Event Overview - The "Must-Eat List" was launched in Dubai, marking the first time the city has been featured, with 10 restaurants recognized [1][2] - The list reflects a diverse culinary culture, including Middle Eastern, Chinese, African, and American cuisines [2][5] Market Trends - There has been a dramatic increase in discussions and searches related to Dubai's cuisine, with comment volume up by 506.95% and search volume by 80% [2] - The list has become a significant driver for attracting Chinese tourists, enhancing their culinary exploration in Dubai [5][7] Digital Infrastructure and AI Utilization - Dianping is investing in global "information infrastructure" to ensure timely and accurate merchant information, which is crucial for the expansion of the "Must-Eat List" [1][8] - The platform utilizes AI to analyze user reviews, ensuring the selection of widely recognized restaurants [8][9] Future Plans - The "Must-Eat List" will continue to expand, with plans to cover more cities and regions, enhancing the global culinary culture exchange [8][9] - The collaboration with Meituan and the focus on digital transformation aims to improve the travel experience for Chinese tourists in Dubai [5][9]

Core Insights - The first overseas launch of the "Must-Eat List" by Dianping took place in Dubai, featuring 348 restaurants from 28 countries and regions, with Dubai having 10 restaurants on the list [1][2] - The list has seen a 50% increase in the number of restaurants compared to last year, with a significant focus on local eateries and long-established restaurants [1][4] - The collaboration between Dianping and Dubai's tourism sector aims to enhance the dining experience for Chinese tourists and promote cultural exchange [3][6] Summary by Categories Market Trends - The "Must-Eat List" has experienced a surge in interest, with comments related to Dubai's cuisine increasing by 506.95%, notes by 452%, and search volume up by 80% [2] - The list reflects a diverse culinary landscape in Dubai, showcasing eight different cuisines, including Middle Eastern, Chinese, African, and American [2][3] Business Strategy - Dianping plans to invest in global "information infrastructure" to ensure accurate and timely merchant information, enhancing AI decision-making for the "Must-Eat List" [1][6] - The list serves as a marketing tool for restaurants, with those featured experiencing over a 100% increase in user reviews post-listing [4][5] Cultural Exchange - The initiative is seen as a bridge for cultural exchange, promoting deeper cooperation between China and Dubai in tourism and dining [3][7] - The "Must-Eat List" is positioned as a means to connect top dining brands in Dubai with Chinese consumers, facilitating a digital transformation in local dining tourism services [3][6]

Group 1 - The 2025 "Must-Eat List" by Dianping was launched in Dubai, featuring 10 restaurants from 8 different cuisines, reflecting the diversity of local food culture [1] - The number of restaurants on the list increased by 50% compared to last year, with nearly 60% of the featured restaurants being over 10 years old [1] - There has been a significant increase in interest in Dubai's cuisine in the Chinese market, with comment volume growth of 506.95%, note growth of 452%, and a 80% increase in search volume [1] Group 2 - Dianping's overseas business aims to enhance the coverage, accuracy, and timeliness of local life information, currently covering over 3,000 cities and nearly 1 billion merchants globally [2] - The company plans to invest at least 3 billion yuan over the next five years to upgrade its local life information infrastructure, focusing on information verification capabilities [2] - Since its establishment, Dianping has invested hundreds of billions in digitizing local physical world information and will accelerate its international expansion in this area [2]

Core Viewpoint - The article emphasizes that Dazhong Dianping is shifting its focus back to its core mission of building a comprehensive and accurate "cyber yellow pages" for local life, rather than merely being a content community or ranking platform [1][3][14]. Investment and Infrastructure - On November 5, Dazhong Dianping announced an investment of at least 3 billion over the next five years to upgrade its "local life information infrastructure," which will enhance its ability to verify information globally [1]. - The investment aims to establish a real-time digital replica of the physical world, ensuring accurate and timely information for users [1][10]. Importance of POI - Points of Interest (POI) are identified as the foundation of Dazhong Dianping's service, with content and rankings being secondary outcomes derived from accurate POI data [3][14]. - Accurate and timely POI information is crucial for user decision-making, as it serves as the basis for verifying the reliability of local businesses [7][9]. User Behavior and Trust - Users often engage in a "double-check" process, where they confirm information on Dazhong Dianping before making decisions, highlighting the platform's role in ensuring trust and reliability [3][9][14]. - The platform's long-standing commitment to maintaining accurate POI information has built a strong reputation for reliability, which is essential for user trust [9][14]. Challenges and Complexity - Maintaining a comprehensive and dynamic POI database is a complex and ongoing challenge, requiring significant resources and effort to ensure accuracy across millions of listings [10][17]. - The article notes that while many content platforms may not prioritize POI accuracy, Dazhong Dianping views it as essential to its business model and user experience [12][14]. Expansion of POI Boundaries - The investment will also focus on expanding the boundaries of POI to include not just commercial establishments but also parks, camping sites, and other recreational areas, enhancing the platform's utility for users [17][19]. - This expansion aligns with evolving user needs, as consumers seek inspiration for various activities beyond dining and lodging [17][19]. AI and Data Utilization - Dazhong Dianping plans to leverage AI models to enhance the efficiency of information verification and update processes, utilizing data from users, merchants, and delivery personnel [22]. - The structured nature of the POI data allows for innovative AI-driven content and decision-making tools, providing users with tailored recommendations based on their preferences [32].

Core Viewpoint - The company, Dianping, announced a significant investment of at least 3 billion over the next five years to upgrade its "local life information infrastructure," focusing on enhancing information verification capabilities globally and developing a more efficient information calibration mechanism using its self-developed B-end large model [1][2]. Group 1: Investment and Strategy - The 3 billion investment will be directed towards two main areas: expanding information mining and verification capabilities in more global regions and building a more efficient information calibration mechanism [1][2]. - This investment reflects a long-term commitment to ensuring the "realness" of information, which is crucial in the current consumer landscape dominated by content seeding, live streaming, and algorithm-driven traffic [1][2]. Group 2: Importance of Accurate Information - Accurate and timely information about the physical world is essential for user decision-making, as consumers rely on basic information such as business hours and location when making choices [2][8]. - The accuracy of AI-generated recommendations is heavily dependent on the underlying information database's authenticity, highlighting the need for a robust information infrastructure [2][8]. Group 3: Complex System Behind Information Accuracy - The process of ensuring accurate basic information involves a complex system that includes data collection from various sources, including merchants, users, and delivery personnel [14][15]. - Dianping employs a dual verification mechanism combining AI and human review to ensure the accuracy of the information presented to users [15][16]. Group 4: Long-term Commitment to Information Infrastructure - The company has invested hundreds of billions since its inception to build a solid information infrastructure, which is a dynamic project requiring ongoing investment in technology, manpower, and resources [17][24]. - The long-term strategy emphasizes the importance of maintaining accurate, real-time data to enhance user trust and retention [19][20]. Group 5: Competitive Advantage - The extensive and deep accumulation of accurate information over two decades creates a significant competitive barrier that is difficult for others to replicate [19][20]. - The trust built through consistent delivery of accurate information fosters user habits that are hard to change, reinforcing Dianping's market position [20][25].

Core Viewpoint - The article emphasizes the significant investment by Dazhong Dianping (大众点评) in enhancing the authenticity of local business information, with a commitment to invest 30 billion over the next five years to upgrade its "local life information infrastructure" [3][4]. Investment and Strategy - Dazhong Dianping has already invested hundreds of billions over the past 20 years in this area, focusing on solving the issue of the authenticity of offline store experiences [3][4]. - The company aims to ensure that the information users see matches the reality of the physical world, addressing the challenge of real-time changes in business operations [4][6]. Industry Context - The article discusses the shift in the industry from a lack of information to an overload of information, where the authenticity and timeliness of data have become critical user needs [6][10]. - Dazhong Dianping recognizes that the fundamental requirement is to filter out false information and provide users with reliable data to avoid wasting time and resources [10][11]. Data Collection and Verification - The company employs a multi-faceted approach to gather accurate information, relying on user feedback, merchant reports, and data from delivery riders, who provide timely and reliable updates on local businesses [10][11]. - The use of AI is highlighted, not as a gimmick, but as a means to logically correlate data to derive trustworthy conclusions, ensuring that the information provided is accurate and actionable [10][11]. Challenges and Value Proposition - The article outlines the immense difficulty in achieving this level of data accuracy, likening it to a significant barrier that, once overcome, could create a competitive advantage that is hard to replicate [11]. - Dazhong Dianping's commitment to this challenging path is seen as a reflection of its understanding of the true value of reliable local information, which is essential for users looking to minimize decision-making risks [11].

Core Viewpoint - Dazhong Dianping plans to invest at least 3 billion yuan over the next five years to upgrade its "local life information infrastructure" [1] Group 1: Investment Plans - The investment will primarily focus on expanding information verification capabilities globally [1] - The company aims to build an information calibration mechanism in conjunction with Meituan's self-developed B-end large model [1] Group 2: Market Challenges - The accuracy and timeliness of information in the physical world are essential for user decision-making, requiring long-term investment [1] - The introduction of large models and other tools has accelerated and diversified user decision-making, presenting new challenges for Dazhong Dianping's information services [1] Group 3: Future Strategy - Dazhong Dianping has invested hundreds of billions of yuan since its establishment to digitize physical world information in China and plans to accelerate its overseas expansion in this area [1] - The platform will continue to increase investment to serve as a "global dynamic yellow pages" for consumers, leveraging AI large models to launch diverse "recommendation" products [1]