Group 1: Alibaba and Gaode's New Initiative - Gaode, a subsidiary of Alibaba, launched the "Gaode Street Ranking," the world's first ranking based on user behavior data, emphasizing that it will "never be commercialized" [2][4] - The initiative aims to "rebuild the offline service credit system" and includes the "Firewood Good Store Support Plan," which offers 200 million yuan in ride-hailing vouchers, 950 million yuan in consumption vouchers, and 30 million yuan in cash incentives [2][4] - The ranking utilizes a "trustworthy algorithm" based on real user behavior data, ensuring authenticity and fairness, allowing small shops to gain visibility without incurring traffic costs [2][4] Group 2: Challenges and Future Potential - The model faces challenges, including data collection blind spots for certain demographics, such as elderly consumers, which may lead to underrepresentation of local shops [2] - The AI's logic for identifying "abnormal reviews" remains unclear to users and merchants, potentially leading to misjudgments of unique small shops [2][3] Group 3: Strategic Implications - The launch of the "Gaode Street Ranking" is a strategic move by Alibaba to deepen its local life services, focusing on rebuilding offline service credibility and enhancing user engagement [4] - The "Firewood Good Store Support Plan" not only empowers small shops to stimulate consumption but also helps Gaode accumulate scene traffic [4]

Core Insights - The launch of Gaode's "Street Scanning List" represents a significant shift in the local service credit system, aiming to support offline dining and service consumption [1][26] - Meituan's reintroduction of Dazhong Dianping's quality takeaway service indicates a defensive strategy against Gaode's new offering, highlighting the competitive landscape in local services [1][2] Company Strategies - Gaode's "Street Scanning List" utilizes user behavior data to create a credible ranking system, contrasting with Dazhong Dianping's perceived decline in trustworthiness [18][19] - Meituan's reliance on Dazhong Dianping for revenue generation remains strong, despite the latter's reduced visibility and user engagement [5][7] - The competitive dynamics are shifting, with Gaode's focus on authenticity and user-generated data posing a direct challenge to Meituan's established market position [24][26] Market Positioning - Dazhong Dianping, once a leading UGC platform, has seen its influence wane post-acquisition by Meituan, which has gradually diminished its independent identity [3][12] - Meituan's market share in the takeaway segment is projected to be 65% in 2024, down from 74% in 2020, indicating a slight contraction but still maintaining a dominant position [8] - Gaode's strategy includes free merchant entry and AI-driven authenticity checks, aiming to create a more equitable platform for businesses compared to Meituan's fee structure [24][25] Consumer Trust and Engagement - The erosion of consumer trust in Dazhong Dianping is evident, with users increasingly skeptical of the platform's ratings and reviews, leading to a search for alternative dining recommendations [12][16] - Gaode's approach to integrating user navigation and behavior data into its ranking system aims to restore credibility in local service evaluations [19][25] - The shift towards a more transparent and user-driven evaluation system could redefine consumer engagement in the local services market [26]

9月10日，阿里巴巴26岁之际，阿里旗下高德地图推出全球首个基于用户行为的"高德扫街榜"。上线第 一天，就有超过4000万名用户使用，用户规模超过大众点评。 "高德扫街榜"，是阿里巴巴以技术守护"人间烟火气"，构建全新的线下服务信用体系，全力支持线下餐 饮及服务消费的举措。与市面上已有的热门榜单不同，用户的真实导航行为与高信用用户的评价是榜单 评选的重要维度。 高德此举将给行业格局带来怎样的积极意义？线下服务信用将如何发展？平台如何在良性竞争中赋能中 小企业？中国社会科学院数量经济与技术经济研究所副所长蔡跃洲，中国中小企业协会专职副会长朱 玉，做客《中国经营报》在线视频访谈栏目"零观科技"，解读这一行业热点事件。 数据维度革命："行为"取代"打分" 在信息过载的数字化时代，消费者面对琳琅满目的餐饮榜单，往往陷入"选择困难"。米其林、美团必吃 榜等传统评价体系虽具有一定参考价值，却也难以避免"刷好评""赠品换口碑"等行业顽疾。商家疲 于"卷分内卷"，消费者苦于"信息失真"，餐饮评价体系亟待一场真正的革命。 "米其林、美团必吃榜等传统餐饮榜单，推动消费的同时，依赖的评价体系也存在一些固有难点。"朱玉 认为。 朱玉 ...

中经记者 李立 上海报道 9月10日，阿里巴巴成立26周年之际，阿里旗下高德地图宣布推出全球首个基于用户行为产生的榜单"高 德扫街榜"，构建全新的线下服务信用体系，全力支持线下餐饮及服务消费。 高德同时启动"烟火好店支持计划"，通过发放超10亿元补贴等措施，鼓励用户到店消费，希望每天能为 线下餐饮及其他服务业多带去1000万客流。 "对于千万中小商家而言，'高德扫街榜'意味着一种摆脱流量陷阱的新可能，打造更公平的竞争环 境。"中国中小企业协会专职副会长朱玉做客《中国经营报》在线视频访谈栏目《零观科技》时表示。 朱玉特别谈到，"人间烟火气"源于千千万万特色鲜明、充满生机的中小商家，呵护"人间烟火气"需要政 策和企业共同努力。 "用脚投票"避免刷分"内卷" "米其林、美团必吃榜等传统餐饮榜单，确实起到了消费指引的作用，但所依赖的评价体系也存在一些 固有难点。"朱玉认为。 第一是评价真实性难保障。虽然平台有算法和人工审核，但是商家用赠品换好评或者利益干扰仍然很难 完全杜绝；第二，商家陷入了卷分的"内卷"，一些商家可能为了获取流量，卷入刷好评的竞争，难以专 注提升产品与服务。 "'高德扫街榜'里最吸引眼球的是关注烟火 ...

围绕线下生活，服务消费正迎来蓬勃发展。2024年，我国服务业占GDP的比重持续提升，达到了56.7%；居民人均服务性消费支出占人均消费支出的比重 46.1%。同时，服务业就业人员达3.58亿人，占就业人员总数的48.8%。 服务消费一头连着经济，一头连着民生，但随着服务消费规模不断扩大，一些问题也逐渐显现。今年以来，高德在多场线下调研中发现，无论是商家还是消 费者，都期待一个更加"真实、开放、可信、简单"的消费环境。 郭宁表示，这八个字背后承载着一种更深刻的商业文明，那就是契约精神、合作理性与长期主义。用AI探索打造一套全新线下服务信用体系，正是培育这 种商业文明的最优技术路径，即通过服务信用体系去提升消费信任，提振消费信心，让商家用心经营，让用户安心消费，最终用科技助力服务消费新增长。 9月10日，阿里巴巴旗下高德地图推出全新的AI生活服务榜单"扫街榜"，该榜基于高德地图规模化、真实可信的出行和评价数据，以科学的AI算法模型驱动 生成，覆盖全国超300多个城市的线下吃喝玩乐全品类服务。 "科技既是星辰大海，更是人间烟火。"高德地图CEO郭宁表示，扫街榜的初衷是用科技AI去打造一份真实榜单，通过提升消费信任， ...

1、阿里巴巴成立26周年之际，高德推出"扫街榜"，剑指美团旗下大众点评，意图构建全新的线下服务信用体系。 2、用户的行动指标被纳入，将真实的导航到店行为与评价反馈结合起来，让高德扫街榜成为一个很难被刷榜的产品，高德意图用这种方式对 大众点评实行降维打击。 3、直击核心腹地，高德扫街榜的出现意味着，从外卖延伸至即时零售，再到本地生活的战争，已全面升级为围绕美团核心利润区的攻防战。 4、挑战与机遇并存。一个"后点评时代"正在到来，用户的真实行为数据将成为衡量商业价值的核心标尺，信用将取代流量成为商家最宝贵的 资产。 2023年，抖音和美团在团购业务激战正酣时，一条话题贴在社交网站引发广泛关注，其大意是：如果大众点评能争气，可能就没小红书（崛起）的机会。 它揭示了两个深刻的问题：第一，面对具备流量优势的竞争对手，尤其是抖音这种流量巨兽的降维打击，以团购为核心的大众点评显得力不从心；第二， 大众点评的交易属性日益压倒了其赖以起家的点评心智，用户用完即走，而那片曾经孕育了无数消费决策的内容社区土壤，正在被小红书的种草心智侵蚀 和取代。 高德选择了一条完全不同的路径 ，它手中的王牌正是海量、真实且难以伪造的出行行为数据。 ...

Core Viewpoint - Alibaba's launch of the "Gaode Street Ranking" is seen as a direct competition to Meituan's review business, aiming to enhance local service consumption through user behavior-based rankings and significant subsidies [1][3]. Group 1: Gaode Street Ranking - The "Gaode Street Ranking" is the world's first ranking based on user behavior, designed to encourage offline consumption with over 1 billion yuan in subsidies, targeting an additional 10 million customers daily for the service industry [1]. - The ranking features various categories such as "Tire Wear Ranking" for long-distance visits and "Repeat Customer Ranking," with daily updates based on dynamic data [1][4]. - Gaode aims to establish a credit system for offline services, addressing the challenges faced by restaurants regarding low barriers for negative reviews and high costs for positive ones [3]. Group 2: Business Strategy and Financial Performance - Gaode's CEO emphasized that the ranking will never be commercialized, aiming to create a healthy ecosystem that prioritizes genuine user experiences over artificial metrics [3]. - Alibaba's recent financial report showed a revenue of 247.65 billion yuan for Q1 FY2026, a 2% year-on-year increase, with a 10% growth when excluding sold businesses [4]. - The company's instant retail business has shown significant growth, with a 25% year-on-year increase in monthly active consumers on the Taobao app, projecting a transaction increment of 1 trillion yuan over the next three years [4]. Group 3: Market Reaction - Following the announcement, Alibaba's stock opened nearly 2% higher, reaching a four-year high, while closing with a slight increase of 0.63% [5].

这种设计直击行业痛点。当前，线下服务业线上评价系统存在严重信任危机：商家通过赠送小菜、甜品 换取好评，职业差评师恶意刷低分等现象屡见不鲜，导致消费者难以获取真实信息。高德扫街榜的"扫 榜"逻辑，将评价权从少数活跃用户手中转移至10亿用户的集体行为，通过AI算法对海量数据进行脱敏 处理与综合分析，最终形成一份"用脚投票"的榜单。据高德披露，其本地生活类地点日均AI搜索量超 1.2亿次，导航前往的生活服务目的地达1300万个，这些数据为榜单的真实性提供了坚实支撑。 9月10日，阿里巴巴迎来成立26周年纪念日，旗下高德地图在这一特殊节点发布全新产品——"高德扫街 榜"，以"阿里生活服务超级新入口"的定位，正式切入线下服务信用体系建设领域。这款基于AI技术驱 动的榜单产品，不仅重新定义了生活服务类榜单的评价标准，更被业内视为"用AI打通跨界创新的全新 物种"。 与传统榜单依赖用户主观评价不同，高德扫街榜的核心逻辑在于"行为+信用"的双维验证。其底层依托 高德地图的AI化升级，通过阿里通义大模型实现空间智能与现实场景的深度融合。具体而言，系统会 综合分析用户在高德平台上的导航轨迹、到店频次、专程前往距离等客观行为数据， ...

Core Insights - Alibaba's Gaode Map launched a new AI-driven service ranking called "Street Ranking," aimed at enhancing consumer trust and boosting offline consumption by leveraging real travel and review data across over 300 cities in China [1][2] - The CEO of Gaode Map, Guo Ning, emphasized the importance of building a reliable offline service credit system through AI to foster consumer confidence and stimulate service consumption growth [2] Group 1: AI Integration and User Engagement - Gaode Map has transitioned to a fully AI-driven platform, evolving its navigation services into an intelligent travel assistant capable of deep temporal and spatial understanding [1] - The AI assistant "Xiao Gao Laoshi" achieved a daily usage of over 1.2 billion calls, with local lifestyle searches averaging 120 million per day and total navigation mileage reaching 1.5 billion kilometers [1] Group 2: Street Ranking Features - The "Street Ranking" is distinguished by its focus on "realness," utilizing a massive dataset of over 1 billion real behavior data points, including navigation and search activities [2] - The ranking system incorporates Sesame Credit scores and employs AI to filter out false information, ensuring the authenticity of user reviews [2] Group 3: Support for Local Businesses - Gaode Map introduced the "Firewood Good Store Support Plan," which includes a "Firewood Small Store" ranking to increase visibility and foot traffic for quality small businesses [3] - The initiative includes distributing 200 million yuan in ride-hailing vouchers and 950 million yuan in consumption vouchers to lower user costs and promote offline transactions [3] - The plan aims to provide over 50 million precise traffic exposures daily to small stores through AI recommendations and navigation voice broadcasts [3]

Core Viewpoint - Alibaba's Gaode Map launched a new AI-driven service ranking called "Street Ranking," aimed at enhancing consumer trust and boosting offline consumption by leveraging real travel and review data across over 300 cities in China [1][2]. Group 1: AI Integration and Consumer Behavior - Gaode Map has fully integrated AI into its services, evolving from a navigation tool to a comprehensive lifestyle service platform, with daily AI search volumes reaching 120 million and navigation distances totaling 1.5 billion kilometers [2]. - The service sector in China is projected to account for 56.7% of GDP in 2024, with per capita service consumption expenditure making up 46.1% of total consumption [2]. Group 2: Trust and Credibility in Consumption - The "Street Ranking" emphasizes "realness," utilizing a large volume of genuine behavioral data to ensure trustworthy evaluations, while also incorporating Sesame Credit scores to filter out false information [4][5]. - The initiative aims to create a more authentic and reliable consumption environment, addressing issues like distorted ratings that affect consumer choices [2][3]. Group 3: Support for Small Businesses - Gaode Map introduced the "Firewood Good Store Support Plan," which includes a budget of 2 billion yuan in ride-hailing vouchers and 9.5 billion yuan in consumption vouchers to drive foot traffic to small businesses [6]. - The plan aims to help 100,000 small stores gain visibility and customer flow, with an expected daily increase of 10 million consumers visiting offline stores due to the "Street Ranking" [5][6].