Core Points - Alibaba's Gaode has announced that all restaurant merchants will be exempt from annual membership fees for one year, providing various support services such as traffic subsidies, dedicated customer service, and smart cash registers [2] - The initiative aims to help restaurant merchants reduce operational costs while increasing customer numbers and digital opportunities [2] - This announcement follows the launch of the "Gaode Street Ranking" and "Smoke Fire Good Store Support Plan," which are part of Gaode's ongoing support for the restaurant industry [2] Summary by Sections Support Measures - Gaode is offering a one-year waiver on membership fees for restaurant merchants and additional support services [2] - The company plans to continuously update measures based on the actual needs of restaurant merchants [2] Recent Initiatives - The "Gaode Street Ranking" was launched 10 days prior, establishing a new offline service credit system [2] - The "Smoke Fire Good Store Support Plan" includes over 1 billion in travel and transaction subsidies to encourage in-store consumption, aiming to bring 10 million customers daily to offline dining and service industries [2] User Engagement - Gaode's Daily Active Users (DAU) exceed 170 million, with over 40 million users on the first day of the "Gaode Street Ranking" launch [3] - The traffic for listed small stores on the "Gaode Street Ranking" increased by 187% in the first week [3]

Group 1 - The core idea of the news is the significant increase in foot traffic to local eateries, referred to as "smoky small shops," following the launch of the Gaode Street Ranking, with a reported 187% growth in traffic for listed shops in the first week [1] - The Gaode Street Ranking, launched by Alibaba's Gaode Map, is the world's first service ranking based on actual in-store behavior, aiming to create a new offline service credit system to support dining and service consumption [7] - The user base for the Gaode Street Ranking has exceeded 40 million, making it the largest food review ranking in China [7] Group 2 - In the past week, various local eateries across China, such as home-style restaurants in Beijing and clay pot rice shops in Guangzhou, have seen an influx of new customers, indicating a shift in consumer behavior towards seeking out these lesser-known establishments [3] - In Beijing, the top 10 "smoky small shops" on the Gaode Street Ranking have received high ratings, all above 4.6, showcasing the popularity of these hidden gems [4] - Gaode Map has initiated the "Support for Smoky Good Shops" program, providing over 1 billion yuan in subsidies and daily exposure of 50 million in traffic to encourage users to dine in these local establishments [7]

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]

Core Insights - Alibaba's Gaode Map launched the world's first user behavior-based "Gaode Street Ranking" to enhance offline service credit systems, attracting over 40 million users on its first day, surpassing Dazhong Dianping [2] - The ranking system aims to address the challenges of traditional evaluation methods in the food and service industry, which often suffer from authenticity issues and incentivize businesses to engage in unfair practices [3][4] Group 1: Innovation in Evaluation Mechanism - The "Gaode Street Ranking" shifts from subjective scoring to objective user behavior data, leveraging Gaode's vast navigation data to ensure credibility and real-time insights [4][5] - The introduction of a credit system, integrating Zhima Credit, enhances the reliability of evaluations by weighting user ratings based on their credit levels [4][5] Group 2: Support for Small and Medium Enterprises - Gaode initiated the "Smoke Fire Good Store Support Plan," allocating over 1 billion yuan in subsidies to drive foot traffic to offline dining and service sectors, aiming to bring in 10 million customers daily [6] - The ranking system provides a fair exposure opportunity for small businesses, allowing them to gain visibility without relying on paid traffic, thus breaking the cycle of "buying traffic" [6][7] Group 3: Platform's Evolving Role - The launch of the ranking signifies a shift in platform roles from mere traffic distributors to ecosystem builders, focusing on sustainable consumption and mutual benefits for merchants and consumers [8] - Experts emphasize the need for regulatory measures to manage commercial traffic and prevent market distortions caused by traffic purchasing mechanisms [9][10] Group 4: Addressing Consumer Needs - The platform's approach aims to uncover and meet diverse consumer demands, particularly in the long-tail market, by providing accurate supply-demand information [10] - The initiative aligns with national efforts to boost consumption and create new growth points in service consumption, highlighting the importance of technology in driving consumer engagement [9][10]

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 ...

Core Insights - Alibaba's Gaode Map launched a new AI-driven service ranking called "Street Ranking," which utilizes extensive travel and review data to cover over 300 cities in China [1][4] - The CEO of Gaode Map, Guo Ning, emphasized that the purpose of the Street Ranking is to enhance consumer trust and confidence in offline consumption through AI technology [3][5] Group 1: AI Integration and Consumer Trust - Gaode Map has fully integrated AI into its services, evolving from a navigation tool to a comprehensive lifestyle service platform [4][6] - The AI assistant "Xiao Gao" has achieved over 1.2 billion daily searches and 1.5 billion kilometers of navigation, showcasing the depth of user behavior understanding [4][6] - The Street Ranking aims to create a more "real, open, credible, and simple" consumption environment, addressing the growing demand for trustworthy service consumption [4][5] Group 2: Street Ranking Features - The Street Ranking is distinguished by its focus on "realness," utilizing 1 billion behavioral data points to ensure authentic ratings [6][7] - The ranking incorporates Sesame Credit scores and AI to filter out false information, ensuring the reliability of user reviews [6][7] - The initiative is expected to attract an additional 10 million consumers to offline stores daily [3][9] Group 3: Support for Small Businesses - Gaode Map launched the "Firewood Good Store Support Plan" to help small, quality shops gain visibility and customer traffic [7][9] - The plan includes distributing 200 million yuan in taxi vouchers and 950 million yuan in consumption vouchers to reduce user costs and promote offline transactions [9] - The company aims to assist 100,000 small businesses by providing over 50 million precise traffic exposures daily through AI recommendations and navigation voice broadcasts [9]

Core Insights - Alibaba's Gaode launched the "Street Ranking" to challenge Meituan's Dianping, aiming to establish a new offline service credit system [1][2] - The introduction of the Street Ranking signifies an escalation in the competition for Meituan's core profit area, transitioning from food delivery to instant retail and local services [3][8] - A "post-review era" is emerging, where real user behavior data will become the core metric for measuring commercial value, with credit replacing traffic as the most valuable asset for merchants [4][14] Gaode's Strategy - Gaode's Street Ranking integrates user behavior data with feedback, making it difficult to manipulate rankings, thus targeting Meituan's weaknesses [2][3] - The ranking system is based on a "behavior + credit" model, utilizing real user actions such as navigation to stores and repurchase rates to create a trustworthy scoring system [5][6] - By leveraging vast and authentic user data, Gaode aims to provide a more reliable evaluation system compared to traditional review platforms [10][11] Competitive Landscape - Gaode's entry into the local services market poses a significant threat to Meituan, which has relied heavily on its food delivery and local service business for profits [12][13] - Meituan's core local business, particularly in dining and travel, has a much higher profit margin compared to its food delivery segment, making it vulnerable to Gaode's new offerings [12][13] - The competition is intensifying, with both Gaode and Douyin (TikTok) targeting Meituan's market share, indicating a shift in the balance of power in the local services sector [13][14] Future Implications - The Street Ranking could transform how merchants operate, allowing them to focus on product and service quality rather than manipulating reviews for visibility [7][14] - For consumers, the new ranking system promises a more straightforward and trustworthy selection process, enhancing their overall experience [7][14] - Gaode's evolution from a navigation tool to a comprehensive service platform could redefine its role in the local economy, potentially becoming an essential "life service intelligence" provider [14]

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].

Core Insights - Alibaba's Gaode Map launched a new product called "Gaode Street Ranking" to establish a credit system for offline services, marking a significant innovation in the industry [1][2] - The ranking system utilizes AI technology to create a dual verification mechanism based on user behavior and credit, moving away from subjective evaluations [1][2] - The initiative addresses the trust crisis in the offline service industry, where traditional online review systems are often manipulated [2][3] Summary by Sections Product Launch - Gaode Street Ranking is positioned as a "super new entry" for Alibaba's life services, leveraging AI to redefine evaluation standards for service rankings [1] - The system analyzes user behavior data, such as navigation routes and visit frequency, combined with credit scoring to create an objective ranking mechanism [1][2] Industry Context - The launch coincides with a rapid growth phase in service consumption in China, with GDP per capita exceeding $13,000 and service retail expected to grow by 6.2% in 2024 [3] - A lack of a robust credit system has been identified as a barrier to unlocking the full potential of service consumption [3] Technical Feasibility - Gaode's comprehensive AI transformation allows for precise understanding of user intent and demand matching, enhancing the ranking's effectiveness [2][4] - The platform's daily AI search volume exceeds 120 million, supporting the authenticity of the rankings [2] Strategic Alignment - The launch aligns with Alibaba's strategic focus on technology and consumer platforms, as highlighted in their recent earnings call [4] - Gaode's initiative is part of a broader strategy to integrate online and offline services, enhancing the local life service ecosystem [4]