Core Viewpoint - Alibaba's announcement of the "GaoDe Street Ranking" on Teacher's Day marks a significant strategic move to enhance its local life services and compete with Meituan and Douyin in the rapidly growing market [1][20][34] Company Developments - On September 10, Alibaba's GaoDe Map launched the "GaoDe Street Ranking," a new offline service credit system based on user behavior, which is positioned as an S-level strategic project alongside "Taobao Flash Sale" [1][8][34] - The stock price of Alibaba rose by 4% over two days, reflecting market anticipation of this announcement, although it experienced a pullback on the day of the announcement [2][8] - GaoDe's new initiative is seen as a direct challenge to Meituan's core business, aiming to leverage its navigation data to create a credible evaluation system for local services [8][20][22] Market Context - The local life services market in China is projected to reach 35.3 trillion yuan in 2025, with an online penetration rate exceeding 30% [20] - Meituan currently holds over 60% market share in this sector, while Douyin is rapidly gaining ground with a reported GMV of approximately 560 billion yuan in 2024, reflecting an 81% year-on-year growth [21][22] - The competitive landscape is intensifying, with both GaoDe and Meituan announcing significant initiatives on the same day, indicating a fierce rivalry in the local services space [12][22] Strategic Implications - GaoDe's "Street Ranking" aims to transform the platform from a navigation tool into a comprehensive service platform, utilizing its large user base and navigation data to enhance user engagement and decision-making [18][22][29] - The initiative is part of Alibaba's broader strategy to integrate its various services, including GaoDe, Koubei, and Ele.me, to create a seamless "content-decision-transaction" ecosystem [22][34] - Analysts suggest that the success of GaoDe's new service will depend on its ability to maintain credibility and differentiate itself from competitors like Meituan and Douyin, which have established strong user bases and service offerings [22][26][27]

9月10日，在阿里巴巴成立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"。 高德地图CEO郭宁在发布会上表示，高德扫街榜希望营造"良币驱逐劣币"的健康生态，"高德扫街榜永 不商业化。" 据了解，这个项目在6月底内部正式立项，由郭宁直接领导，"完全是一个0到1的产品。"高德扫街榜产 品经理李刚向21世纪经济报道记者表示。 但阿里的野心远不止于做一个榜单。 阿里选择高德并非偶然，是对其"超级入口"价值的再次挖掘。背后意图非常明确：以出行场景为切入 口，杀入美团大众点评牢牢掌控十余年的"到店"消费市场。 今年以来，阿里重投本地生活，在不久前的财报会议上，阿里电商事业群CEO蒋凡透露，淘宝闪购显著 带动了手淘整体用户规模和活跃度。此次通过高德带动的"到店"市场，也许会成为新的增量。 重构榜单 "高科技不光是追逐星辰大海，更要呵护人间烟火。"郭宁在发布会上表示。这句话源自阿里巴巴创始人 马云今年4月的分享。 此次推出的扫街榜，依据高德地图计算出的规模化用户对于某一家餐厅最真实的行动，比如"有没有去 吃过"，"是不是回头客"，"是不是专程前往"等。 与传统榜单依赖主观评价的模式不同， ...

据披露，高德地图覆盖全国超700万个餐厅点位，目前每天有1.2亿次生活服务相关搜索，导航前往1300万个生活服 务目的地。 高德扫街榜产品经理李刚表示，高德地图上日导航总里程超15亿公里，这让高德将出行行为与店铺评价结合起来 成为可能。"高分店铺可能是刷出来的，但到店行为不会骗人。"李刚表示，大量真实的到店行为数据，使高德有 希望提供一个最真实的打分体系。 证券时报记者 陈雨康 "外卖大战"告一段落后，本地生活赛道再起波澜。9月10日，阿里巴巴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。同一天，美团旗下大众点评宣布重启品质外卖。受上述消息提振，当天阿里巴巴 和美团股价均有所上扬。 业内人士表示，两家互联网巨头在本地生活领域的产品迭代，反映了行业发展的新动向：竞争正从流量、曝光和 补贴，转向对真实性、信任度和服务品质的构建。 高德扫街榜拟构建全新的线下服务信用体系，其核心是通过用户的"行为+信用"，确保成为无法刷分的真实可信榜 单。据介绍，针对餐饮商家面临的"恶评门槛低""好评成本高"等困境，高德扫街榜将引入支付宝芝麻信用体系，结 合用户信用等级为可信评价加权，并借助AI风控，有效识别、 ...

Group 1 - Alibaba is intensifying its efforts in the local lifestyle market with the launch of the Gaode Street Ranking, emphasizing the importance of Gaode in its in-store strategy [2][3] - The Gaode Street Ranking project began in June 2023 and has grown from a team of about 20 to around 100 members, indicating significant investment in this initiative [3][4] - Gaode has reported coverage of over 7 million restaurant locations across China, with 120 million daily searches related to lifestyle services [3][4] Group 2 - The launch of the Gaode Street Ranking signals Alibaba's aggressive entry into the in-store market, supported by a substantial subsidy plan of over 1 billion to attract daily foot traffic to offline businesses [5][6] - The competitive landscape for in-store services has evolved, with new players like Douyin and Xiaohongshu entering the market, making it more challenging for Alibaba to establish dominance [5][6] - Industry experts suggest that Alibaba's future success may hinge on integrating its in-store and at-home services, leveraging user flow and supply chain efficiencies [6]

Core Viewpoint - The article discusses the launch of Gaode Map's "Street Scanning List," which is based on user behavior rather than subjective evaluations, aiming to create a healthier ecosystem in the local consumption market and challenge Meituan's dominance in the "to-store" consumption sector [1][3][4]. Summary by Sections Launch of the Street Scanning List - Gaode Map introduced the "Street Scanning List" on Alibaba's 26th anniversary, utilizing real user behaviors such as navigation, search, and visits to generate scores through AI models [1][3]. - The initiative is led by Gaode Map's CEO, Guo Ning, and aims to address the issue of fake reviews prevalent in traditional evaluation systems [1][4]. Strategic Intent and Market Positioning - Alibaba's choice of Gaode is strategic, leveraging its "super entrance" value to penetrate the local consumption market, which has been dominated by Meituan and Dianping for over a decade [3][11]. - The company is refocusing on local life services, with Gaode's high-frequency usage expected to drive new growth in the "to-store" market [3][12]. Innovation in Evaluation Methodology - The "Street Scanning List" emphasizes real user actions, such as repeat visits and dedicated trips, to assess restaurant popularity, contrasting with the low-barrier UGC evaluation model of Dianping [4][5]. - The scoring system combines behavior data and credit ratings, enhancing the credibility of evaluations through AI and the Sesame Credit system [5][11]. Potential Impact on Consumer Behavior - The introduction of the list may reshape consumer habits by integrating various services like ride-hailing, ranking, and navigation into a cohesive ecosystem, potentially disrupting Dianping's market position [9][10]. - Gaode's integration with its AI travel assistant allows users to access the list seamlessly, enhancing user experience [10]. Competitive Landscape - Meituan has responded by revamping Dianping's quality takeout service, indicating a competitive pushback against Gaode's new offering [10]. - Despite Gaode's advantages, experts express skepticism about its ability to significantly challenge Meituan's established presence in the local life sector [10][11]. Broader Strategic Goals - Alibaba's overarching strategy involves integrating various local life services under a unified framework, with Gaode positioned as a key player in this ecosystem [11][12]. - The company aims to leverage high-frequency scenarios to drive traffic to its other platforms, addressing the saturation in home delivery services [12][13].

高德却认为，一家餐馆好不好吃、一个景点值不值得玩，"用脚投票"的行动更有说服力。 9月10日， 阿里巴巴迎来26岁生日。 网传保密3个月的阿里神秘项目正式亮相。9月9日深夜11时，基于用户真实出行数据产生的榜单——"高 德扫街榜"在高德App首页突然上线，以榜单切入线下到店领域。 集美食、景点、酒店多个推荐维度为一体，"高德扫街榜"与现在市面上的热门榜单有何不同，高德地图 CEO郭宁说在于"用脚投票"，用户的真实导航行为与高信用用户的评价是榜单的两个重要维度。相比那 些加了滤镜、经营流量和设计出来的美好，郭宁认为数据不会骗人，用户的抵达更真实有效。 尝试用真实出行数据打造榜单背后，是高德地图日积月累本地生活持续燃烧的热情，更重要的是，继淘 宝闪购上演即时零售闪电战之后，高德打响阿里到店第一枪。 颠覆现有"榜单"？ 在决定消费和出行之前，用户往往习惯先上网看评价、查榜单。是否擅长经营线上流量往往成为一家餐 厅能不能火起来的必须技能。 打开"高德扫街榜"，涉及美食、景点、酒店多个维度，更像一棵结构复杂的大树。也印证了此前团队闭 关三月，郭宁亲自负责的传闻。 按照高德"用脚投票"的特殊逻辑，用户会看到对应不同类型行 ...

Core Viewpoint - The upcoming competition between Alibaba and Meituan in the local service market is expected to be the most intense in the past decade, with Alibaba's Gaode launching the "Street Scanning List" to enhance its offline service evaluation system and establish itself as a super entry point for lifestyle services [1][3]. Group 1: Market Dynamics - The competition in the food delivery sector is seen as part of a broader battle in instant retail, where the real strategic value lies in the rich consumption scenarios behind the high traffic and frequency of food delivery [2][3]. - The battle for local services, particularly in dining and travel, represents a critical phase where Alibaba is directly challenging Meituan's core business model [3][4]. Group 2: Potential Outcomes - If Alibaba wins, it could integrate various service sectors into a consumer-based evaluation and credit system, enhancing consumer convenience and driving growth in physical consumption [4]. - A victory for Meituan would solidify its dominance in local services and validate its business model, which is difficult to replicate, thus maintaining the economic scale benefits of its delivery model [4][5]. Group 3: Future Market Structure - The competition may not lead to a "kill or be killed" scenario like the previous "thousand group war," but rather a multi-strong market structure where multiple players, including Alibaba, Meituan, JD, and Tencent, can coexist [5].

Core Viewpoint - The launch of the "Gaode Street Ranking" marks a significant shift for Gaode Map, transitioning from a tool-based platform to a closed-loop ecosystem that integrates content, decision-making, and transactions, aiming to reshape the online and offline commercial landscape [2][4][21] Group 1: Gaode's Strategic Shift - Gaode Map is evolving from merely directing users to stores to facilitating actual transactions, allowing tool-based apps to monetize effectively [4][6] - The platform boasts a substantial user base with 186 million daily active users and 800 million monthly active users, indicating its critical role in users' travel and consumption decisions [4][5] - Gaode's integration of "location e-commerce" aligns with Alibaba's broader ecosystem, enhancing connectivity across various services like e-commerce, payment, and logistics [6][7] Group 2: The "Street Ranking" System - The "Street Ranking" is based on real user behavior rather than subjective reviews, utilizing a three-tier evaluation system of behavior data, Sesame Credit, and AI risk control to ensure authenticity [10][12] - This new ranking system aims to combat the issues of inflated reviews and malicious negative feedback, creating a healthier competitive environment for businesses [13][16] - Gaode's approach transforms user behavior into a valuable asset, where each genuine visit contributes to a merchant's credibility, thus promoting a more trustworthy marketplace [18][21] Group 3: Market Implications - The introduction of the "Street Ranking" signifies a shift from a focus on traffic to a focus on credit systems, potentially leading to a new era in local service industries [8][21] - Gaode's strategy is expected to lower customer acquisition costs for quality merchants while enhancing service quality across the industry [18][19] - The initiative is part of a broader trend towards digitalization in various sectors, leveraging AI and user data to create a comprehensive consumption platform [19][20]

今年以来，阿里重投本地生活，在不久前的财报会议上，阿里电商事业群CEO蒋凡透露，淘宝闪购显著带动了手淘整体用户规 模和活跃度。此次通过高德带动的"到店"市场，也许会成为新的增量。 重构榜单 借高德撬动万亿到店消费 21世纪经济报道记者董静怡 杭州报道 9月10日，在阿里巴巴成立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"。 与传统榜单依赖主观评价的模式不同，扫街榜以导航、搜索、到店、收藏等真实行为作为核心指标，再通过AI模型驱动计算得 出分数，直指行业"刷好评"的痛点。 高德地图CEO郭宁在发布会上表示，高德扫街榜希望营造"良币驱逐劣币"的健康生态，"高德扫街榜永不商业化。" 据了解，这个项目在6月底内部正式立项，由郭宁直接领导，"完全是一个0到1的产品。"高德扫街榜产品经理李刚向21世纪经济 报道记者表示。 但阿里的野心远不止于做一个榜单。 阿里选择高德并非偶然，是对其"超级入口"价值的再次挖掘。背后意图非常明确：以出行场景为切入口，杀入美团大众点评牢 牢掌控十余年的"到店"消费市场。 "高科技不光是追逐星辰大海，更要呵护人间烟火。"郭宁在发布会上表示。这句话源自阿里 ...

xiawumiancaijing.com / 11年前，马云用15亿美元买下高德，如今，15亿美元肯定买不来这样能直接撬动本地生活格局的标的了。 重要提醒！！！为防失联，请"星标"我们！进入无冕财经公众号，点击右上角"..."，再""，以便您及时接收每篇推送~ 作者：海棠葉 编辑：陈涧 设计：岚昇 教师节这天，马老师"发狠"了。 但终局如何依然难知，声势浩大进攻的背后，双方后续的投入与损耗充满变数。 只有马老师，还是当年那个擅长布局的马老师：11年前埋下的"闲棋"，长成对抗劲敌的王牌。 "要美团的命" 9月9日，一则消息突然发酵：阿里将于次日召开发布会，有"重磅业务发布"，已有大量媒体收到邀约前往杭州。 消息迅速点燃市场热情，当天下午开盘，阿里股价直线拉升，最终上涨3.35%，资本的期待肉眼可见。 9月10日，"高德扫街榜"亮相，带着超10亿补贴向美团下战书。 发布会很是隆重，台上是"追求星辰大海，更要呵护人间烟火"显眼标语，台下坐满媒体，前一天就盛传他们从各地奔赴杭州西溪园区了。 马老师也很关注，传闻在总部专门拨了一栋从未用过的大楼供秘密研发，阿里集团还会给出大级别的支持。 在内部，高德扫街榜被定义为与"淘 ...