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].

Core Viewpoint - The article discusses the launch of Gaode Map's "Street Scanning List," which aims to provide a more authentic reflection of consumer experiences by utilizing real behavioral data from 1 billion users, rather than relying solely on user reviews and ratings [1][10]. Summary by Sections Introduction to the Problem - Consumers often find that high restaurant ratings may be misleading, as they can be influenced by marketing tactics, leading to a demand for a more reliable reference for dining choices [1][4]. Gaode Map's Solution - Gaode Map introduced the "Street Scanning List" on September 10, coinciding with Alibaba's 26th anniversary, which is based on real user actions rather than subjective reviews [1][4]. - The list aims to highlight genuine dining experiences, allowing users to discover local favorites that may not be widely advertised [4][14]. Data-Driven Approach - The "Street Scanning List" is built on extensive user behavior data, with 170 million daily navigations and searches, covering over 1.6 million offline service providers across more than 300 cities [5][13]. - This data includes 870,000 restaurants, 230,000 hotels, and nearly 50,000 scenic spots, creating a comprehensive "city food map" [5][13]. User Experience Enhancement - The list provides a real-time food map that highlights recommended dining options without the clutter of traditional ranking systems, allowing users to navigate directly to their chosen locations [5][9]. - The scoring system incorporates real behavior metrics, such as navigation to the restaurant, repeat visits, and user credit scores, ensuring a more accurate representation of a restaurant's popularity [8][9]. Comparison with Other Platforms - Unlike traditional review-based lists, the "Street Scanning List" emphasizes actual user behavior, making it less susceptible to manipulation and more reflective of true consumer preferences [9][10]. - This approach contrasts with platforms like Yelp and TripAdvisor, which have faced criticism for fake reviews, highlighting the need for a trustworthy reference system in the dining industry [10][18]. Broader Implications - The initiative aims to restore trust in local dining recommendations, benefiting both consumers and businesses by reducing reliance on marketing and enhancing the visibility of quality establishments [14][18]. - By focusing on real user actions, Gaode Map seeks to create a sustainable ecosystem where good restaurants can thrive based on their quality and customer satisfaction [14][18].

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]

Core Insights - JD's strategy of using food delivery to drive traffic is proving effective, with Q2 financial results showing a 20% increase in overall revenue and retail business income despite the impact of food delivery investments [2] - The opening of JD's Qixian Food Mall has quickly become a popular destination in Harbin, with foot traffic increasing over three times and a near 100% shopping rate [2][16] - JD is innovating in the local lifestyle sector, with plans to expand the Qixian Food Mall to over 10 cities, emphasizing a long-term commitment to quality dining and food delivery [4][13] Business Model and Operations - The Qixian Food Mall employs a "dine-in + delivery" model, allowing customers to enjoy meals on-site or order online, focusing on quality, safety, and affordability [6][11] - The implementation of 100% kitchen live streaming addresses trust issues in the food delivery industry, enhancing customer confidence and reducing complaints [3][18] - JD's supply chain strategy is evident in its partnerships with vendors, allowing them to operate with minimal overhead by utilizing JD's logistics for timely ingredient delivery [4][8] Expansion Plans - JD plans to accelerate the rollout of Qixian Food Malls across multiple cities, with a focus on high-consumption areas and strategic partnerships to mitigate risks [5][14] - The introduction of Qixian Kitchen, with lower price points, aims to capture community markets and complement the offerings of Qixian Food Mall [4][15] Consumer Engagement and Experience - The combination of Qixian Food Mall and Qixian Kitchen is designed to enhance customer experience by providing diverse dining options and seamless integration between dine-in and delivery services [11][12] - The "cross-store selection" feature has significantly boosted delivery order volumes, with over half of delivery customers utilizing this function [22] Market Differentiation - Qixian Food Mall distinguishes itself by offering a mix of traditional and trendy dining options, catering to a wide range of consumer preferences and enhancing overall foot traffic [18][20] - The focus on transparency and quality control through live kitchen feeds sets Qixian Food Mall apart from competitors, addressing prevalent issues in the food delivery sector [3][18]

Core Viewpoint - Kuaishou has entered the food delivery market amidst a slowdown in competition among major players like Meituan, Taobao, and JD, which have called for a halt to chaotic competition [1][2][5]. Group 1: Market Dynamics - The food delivery war has entered a phase of reduced competition, with major platforms advocating for orderly practices [1][2]. - Kuaishou's entry into the food delivery space comes at a time when other platforms, such as Douyin, have explicitly stated they have no plans to develop their own delivery services [5][10]. - Kuaishou's food delivery feature acts as a link to third-party services rather than establishing its own delivery infrastructure, similar to previous collaborations with Meituan [5][7]. Group 2: User Engagement and Strategy - Kuaishou's decision to launch a food delivery service is driven by a need to retain user engagement as its growth rate slows [7][11]. - The platform aims to keep users within its ecosystem while they order food, contrasting with the strategies of e-commerce platforms that seek to attract users to their apps [15][17]. - Kuaishou's community culture and high user retention rates are seen as critical assets in this strategy [19][21]. Group 3: Financial Performance and Growth - Kuaishou's local life services have shown significant growth, with a reported GMV increase and a revenue growth of 200% year-on-year in Q1 2025 [24][25]. - Despite revenue growth, Kuaishou's core marketing projects have seen a decline in growth rates, indicating a need for diversification in revenue streams [28][29]. - The company is exploring various monetization avenues, including self-operated e-commerce and food delivery, to adapt to competitive pressures [30][32]. Group 4: Competitive Landscape - Other platforms like JD are also exploring new models in the food delivery space, such as opening their own delivery kitchens, which presents a competitive challenge to Kuaishou [33][36]. - Kuaishou's user demographics are more concentrated in specific regions, allowing for targeted strategies in food delivery that leverage local preferences [39][41]. - The integration of food delivery with Kuaishou's existing content and community features could enhance user interaction and retention [43][44].

Core Viewpoint - Douyin's local life service is planning a significant push for group buying merchants, aiming to boost transaction volumes ahead of the peak season's end [2]. Group 1: Douyin's Strategy - Douyin's local life service will conduct a nationwide order surge event on August 16, referred to as "8.16 Life Service Big Day," with some provinces targeting nearly 200 million in transaction volume, nearly doubling the usual peak [2]. - The platform will provide substantial subsidies to group buying merchants, estimated at 10% of their projected transaction volume. For instance, a merchant forecasting 1 million in sales could receive a 100,000 subsidy [2]. - The push is part of a broader strategy to increase order volumes before the end of the busy season, with preparations intensifying in the week leading up to the event [2][3]. Group 2: Operational Adjustments - Employees in some direct-operated cities have been notified to work extended hours, from 10 AM to 7 PM, with live streaming for merchants potentially starting as early as 6 AM and continuing until 1 AM the following day [2]. - Some service providers received notifications about the event only in the past week, indicating a last-minute push for participation, while smaller service providers may opt out [2]. Group 3: Market Context - The competitive landscape of food delivery services has intensified recently, and Douyin's local life service is preparing to make a significant impact in this ongoing battle [3].