Core Insights - Alibaba has launched a new feature called "Street Ranking" on Gaode Map, which marks a significant development in its local lifestyle strategy, focusing on user consumption decisions rather than direct transactions [1][3][5] Group 1: Product Development - The "Street Ranking" is based on user data from navigation, search, and collections, and it explicitly states that it does not accept paid rankings or participate in merchant transactions, establishing a trustworthy image for Gaode [5][12] - This feature represents a shift for Gaode, which has traditionally been viewed as a tool rather than a transactional platform, highlighting its emerging value in local lifestyle services [3][12] Group 2: Business Strategy - By guiding foot traffic to offline stores through the "Street Ranking," Alibaba can facilitate transactions via its other platforms like Taobao and Alipay, effectively capturing the entire consumer journey [7][15] - The company has made significant investments in AI and cloud technology, with a capital expenditure of 38.676 billion yuan in Q2, and holds a 35.8% market share in China's AI cloud market, indicating a strong technological foundation for its services [7][12] Group 3: Market Positioning - The non-commercial nature of the "Street Ranking" allows Alibaba to influence consumer behavior without directly engaging in transactions, ensuring that the flow of traffic remains within its ecosystem [15] - This strategic positioning emphasizes that while the actual transactions may occur elsewhere, the pathway to those transactions is controlled by Alibaba, reinforcing its dominance in the local lifestyle market [15]

Core Insights - The third "Street Life Festival" organized by Xiaohongshu has been officially announced, marking a significant expansion as it will take place simultaneously in Shanghai, Hangzhou, and Guangzhou for the first time [1][2] - The launch of the "Xiaohong Card," which is designed as a "selected dining and entertainment all-in-one card," allows users to enjoy discounts at selected stores nationwide and participate in exclusive offline events [1][2][3] Event Details - The festival will run from September 26 to October 12, featuring 24 selected Citywalk routes across the three cities, focusing on themes such as food exploration and photo opportunities [1][2] - Over 200 limited-time activities will be held at offline partner stores during the festival [1] Special Activities - Four additional themed high-point activities titled "Autumn Garden Party" will be held in the three cities, including a "Drunken Station" garden party in Shanghai and a "Light Nourishment Station" in Guangzhou [2] - The previous festival attracted nearly 600,000 participants in Shanghai alone, indicating strong public interest [2] Xiaohong Card Features - The Xiaohong Card is positioned as a key component of the festival, with activities requiring cardholders to participate, and nearly 100 events exclusively available for annual card users [3] - The card offers six core benefits, including discounts at over 1,000 partner stores and access to exclusive events, aimed at fostering high-quality local content creation [3]

Core Viewpoint - The competition between Alibaba and Meituan in the local lifestyle sector has intensified, with both companies launching new initiatives on the same day to capture market share in offline store services [1][4]. Group 1: Alibaba's Strategy - Alibaba launched the "Gaode Street Ranking" on September 10, leveraging Gaode Map's user behavior data to compete directly with Meituan's Dazhong Dianping [1]. - Gaode Map has three key advantages: it is a high-frequency app with 186 million daily active users, it possesses rich behavioral data reflecting real consumer intent, and it offers integrated services that facilitate transactions without user redirection [1]. - The initial user engagement with the Gaode Street Ranking exceeded 40 million on its launch day, indicating strong interest and potential market impact [1]. Group 2: Meituan's Response - Meituan announced the "restart" of Dazhong Dianping's quality takeaway service, utilizing AI models to filter out fake reviews and enhance user trust [1][3]. - Meituan aims to strengthen its traditional advantage in user-generated content (UGC) while ensuring the authenticity of reviews through AI-driven data cleaning [3]. Group 3: Industry Challenges and Technological Impact - The local lifestyle sector has faced challenges over the past two decades, including user exploitation of discounts and the prevalence of fake reviews, leading to issues of information asymmetry and trust [2]. - The introduction of AI technology is transforming the landscape by addressing trust issues from both user and merchant perspectives, allowing for more reliable decision-making and leveling the playing field for smaller businesses [3]. Group 4: Competitive Landscape - Despite Alibaba's advancements, Meituan's two-decade accumulation of merchant content and user reviews remains a significant barrier to entry for Gaode [4]. - The competition is expected to be a long-term battle, as user habits and merchant relationships are deeply entrenched [4].

Core Viewpoint - Gaode Map has launched the "Gaode Street Ranking," which emphasizes rankings based on real user behavior rather than user reviews, aiming to enhance credibility in the hotel and restaurant sectors [1][5][10]. Group 1: Gaode Street Ranking Features - The ranking includes categories such as "Top Picks," "Street Ranking," "Popular Check-ins," and "City Guide," focusing on essential local experiences [4][10]. - The "Top Picks" section covers three main categories: must-try foods, must-visit attractions, and must-stay hotels, highlighting the importance of the hotel industry in local life [4][10]. - The ranking claims to be based on "10 billion people voting with their feet," emphasizing real navigation, frequent visits, and trustworthy evaluations [4][10]. Group 2: Competitive Landscape - The launch of the Gaode Street Ranking is seen as a direct challenge to Meituan's Dazhong Dianping, indicating a fierce competition in the local lifestyle sector among major players like Alibaba, Meituan, JD, and ByteDance [10][13]. - The local lifestyle market is divided into "to-home" and "to-store" services, with the latter focusing on restaurants, hotels, and leisure venues, making it a critical battleground for these companies [10][12]. Group 3: User Behavior and Trust - The ranking system prioritizes user behavior metrics such as real navigation numbers, searches, visits, and collections, which are believed to provide a more reliable measure of a venue's appeal compared to subjective reviews [7][8]. - The credibility of the ranking is further enhanced by incorporating user credit scores to validate the authenticity of evaluations [7][8]. Group 4: Challenges Ahead - Gaode needs to change user perceptions, as many still associate it primarily with navigation rather than consumption, requiring significant investment in brand exposure and user engagement [16][20]. - The current ranking system has limitations in coverage and needs continuous optimization to improve user experience and engagement [17][20]. - Establishing a commercial ecosystem is crucial, as mere navigation traffic does not directly translate to consumption; the ranking could serve as a tool to build trust and enhance conversion rates [20][21].

"送您一道菜，可以给一个五星好评吗？""帮您免单，可以帮忙删除差评吗……"当店员恳切地对 顾客发出类似请求，并附带一定的利益让渡时，大概率不会遭到拒绝——这是点评类应用评分失 真的重要来源场景之一。 点评平台赋予用户的话语权，通过长期积累构成了针对商户的量化评价体系；但当下包含一定情绪和随机性的 评价，难以对用户行为进行回溯，从而造成了评价体系失真现象和诸多消费争议。 阿里巴巴旗下高德地图9月10日推出的高德扫街榜，力图直击上述痛点，其创新之处在于将用户评价同信用和 行为两大要素挂钩。一方面，高德扫街榜对用户发言权的极低门槛特性进行纠偏，引入了支付宝芝麻信用体 系，为可信评价加权，有利于过滤恶评和噪音。 另一方面，在主观评价之外引入客观变量——行为。正如网友的辣评"嘴会骗人，但脚不会"，高德地图的长板 在于导航服务。通过出行、到店等真实数据，高德推出了"轮胎磨损榜""回头客榜"等，这些"用脚投票"的真实 行为榜单，比起纯主观评价的榜单更取信于用户。 从用户行为上看，高德扫街榜也有其长处。例如，消费者专程远距离前往某家小店，用餐后离开，其行为会纳 入"轮胎磨损榜"，成为商家的评分因子之一，省去用户了"绞尽脑汁想 ...

Core Insights - The article discusses the launch of Gaode Map's "Street Ranking" feature aimed at addressing the issue of distorted user ratings on review platforms by linking user evaluations to credit and behavior metrics [1][2] - The innovation shifts the evaluation mechanism from subjective expressions to objective behaviors, incorporating user credit systems and support plans for small businesses [2][3] Group 1: Company Initiatives - Gaode Map introduced the "Street Ranking" to tackle the problem of distorted ratings caused by emotional and random evaluations [1] - The feature integrates Alipay's Sesame Credit system to enhance the credibility of user reviews, filtering out negative feedback and noise [1][2] - The "Street Ranking" also includes objective behavioral data, such as actual visits to businesses, which is seen as more trustworthy than purely subjective ratings [1][2] Group 2: Market Context - The local lifestyle sector is experiencing intense competition, transitioning from aggressive customer acquisition strategies to a focus on building trust and quality [3] - The competition in the local lifestyle space is evolving to emphasize core values like authenticity and reliability, which are crucial for consumer confidence [3]

Core Viewpoint - Alibaba is focusing on Gaode and has restarted its ranking business, which is seen as a complex strategic move to compete with Meituan's Dianping [5][9][26]. Summary by Sections Gaode's New Ranking Business - Gaode launched the "Gaode Street Ranking" on September 10, focusing on three categories: food, hotels, and scenic spots, primarily featuring offline dining rankings [5][8]. - The new ranking system is based on user behavior and credit, leveraging Zhima Credit to ensure the rankings are authentic and cannot be manipulated [5][11]. Historical Context and Support - Gaode previously introduced the "Gaode Guide" in September 2020, aiming to provide decision-making services through a data-driven ranking system [7]. - The current ranking initiative has received significant support from Alibaba's upper management, including attention from Jack Ma, indicating a strong commitment to this project [7][12]. Competitive Landscape - Gaode's ranking system is designed to counter Meituan's Dianping, with a focus on data authenticity to avoid issues of fake reviews prevalent in traditional platforms [11][20]. - As of September 10, Gaode reported 1.86 billion daily active users (DAU), surpassing Dianping, and has over 7 million restaurant listings across China [14]. Strategic Implications - The integration of Gaode's ranking business with Alibaba's broader ecosystem could enhance its competitive edge, potentially linking with other services like Ele.me and Taobao Shanguo [20][21]. - The local life group within Alibaba has shown consistent revenue growth, reaching hundreds of billions in scale over the past two fiscal years [20]. Industry Dynamics - The competitive environment is intensifying, with Alibaba's various platforms, including Taobao Shanguo and Ele.me, actively engaging in the food delivery market, while Gaode aims to fill the gap in the offline dining sector [16][18]. - Meituan's Dianping, despite its challenges, remains a significant cash flow source for the company, highlighting the importance of maintaining a competitive edge in the local services market [25][26].

打开社交媒体或者内容平台，总能看到「必吃榜」「网红榜」，可真到亲自走一趟，体验往往大打折扣。甚至有人总结出一条反直觉的经验——餐厅评分越 高，越要警惕它可能只是营销的产物。好评可以刷，广告可以买，今天消费者早已被眼花缭乱的排名和推荐所裹挟。 图片来源：雷科技 评论可能会造假，但无数人的真实行为数据不会骗人。 而与其说高德想做一份排名，不如说它想在冰冷的数据背后，找回那份「人间烟火」。无论是藏在小巷的老馆子，还是跨城值得一去的招牌店，高德扫街榜 的目标，都是让真正的好店被看到，让用户的选择回归真实。 就像阿里创始人马云所言，高科技不光要追求星辰大海，更要呵护人间烟火。今天来看，阿里选择了用一份 10 亿人用脚投票真实的榜单，打开烟火气十足 的「本地生活」。 高德扫街榜上线，做最好的「当地朋友」 去一座城市旅行、出差，寻觅美食几乎每个人的必修课。不同人有不同的方式和习惯，但在大多数人的心里，最靠谱的答案往往是：问下「当地朋友」。因 为只有真正生活在这座城市里的人，才知道哪家小店值得走上几公里，哪家馆子才是藏在巷子里的烟火气。 高德这次上线的「扫街榜」，某种意义上就是要成为所有人最好的「当地朋友」。 但消费者真正需 ...

Core Insights - Alibaba is re-entering the local services market with a strategic focus on its mapping service, Gaode, which is now equipped with significant financial backing and innovative features aimed at competing with Meituan and Douyin [1][9] - The launch of the "Gaode Street Ranking" aims to redefine consumer trust and engagement by utilizing real user behavior and credit systems, distancing itself from traditional promotional tactics [2][3] Group 1: Alibaba's Strategy - On its 26th anniversary, Alibaba activated Gaode with over 11 billion yuan in subsidies to challenge competitors directly [1] - Gaode is positioned not just as a navigation tool but as a key player in reshaping local consumption and enhancing the physical retail landscape [1][5] - The integration of Gaode with Taobao Flash Purchase is seen as a critical move to create a comprehensive local service ecosystem [6][8] Group 2: Gaode's Innovations - The "Gaode Street Ranking" is based on data from 51.32 million users covering 22.8 billion kilometers, identifying 1.18 million frequently visited stores [3] - Gaode's approach emphasizes authenticity and trust, with a commitment to never commercialize the ranking system, thus fostering a healthier marketplace [2][3] - The initiative includes substantial financial incentives, such as 2 billion yuan in travel and 9.5 billion yuan in transaction vouchers to stimulate market penetration [3][4] Group 3: Competitive Landscape - The competitive dynamics have shifted, with Meituan feeling pressure from both Douyin and Alibaba's renewed efforts in local services [7][9] - Gaode's extensive user base and high-frequency usage scenarios provide a strategic advantage in linking navigation with local consumption [5][6] - The battle for dominance in local services is now focused on capturing critical consumer touchpoints across platforms, with Gaode positioned to influence user decisions significantly [8][9]

Group 1 - The core focus of the article is the launch of Xiaohongshu's local lifestyle business, specifically the "Xiaohong Card" program, which is set to fully roll out by the end of September [1] - The initial testing phase of the "Xiaohong Card" targets merchants in the dining, leisure activities, and exhibition sectors, with the first cities being Hangzhou, Shanghai, and Guangzhou [1] - The "Xiaohong Card" offers users at least a 10% discount at participating merchants, while merchants have the flexibility to set their own discount levels [1] Group 2 - Xiaohongshu's "Xiaohong Card" is similar to loyalty programs like Taobao's 88VIP and JD's PLUS, aiming to connect online decision-making with offline consumption to create a transaction loop [1] - Youzan serves as the exclusive service provider for the "Xiaohong Card," having previously collaborated with Xiaohongshu to launch local lifestyle solutions covering group buying and food delivery [1] - Several local influencers in Hangzhou have already participated in the internal testing and shared their experiences through posts [1]