以下文章来源于全天候科技 ，作者全天候科技 全天候科技 . 为优质内容而生，帮助投资者理解科技。 作者周智宇 柴旭晨，编辑张晓玲 在烧掉数百亿资金后，美团和抖音都以为，牌桌上只剩下彼此。然而，牌桌一旁，阿里巴巴一直虎视眈眈。 9月10日，阿里26周年庆。一枚11年前由马云亲手布下的棋子——高德地图，被现任CEO吴泳铭猛然激活。它不再甘于只做沉默的导航工具，而是携超11亿真 金白银的补贴，以及一份号称无法刷单的"扫街榜"，直接杀到美团与抖音对峙的前线腹地。 这一刻，距离马云斥资近15亿美元买下高德，顶住外界"看不懂"的压力，已经过去了整整十一年。当初那步着眼于未来的闲棋，如今成了搅动整个战局的胜负 手。 高德要争夺的，不仅仅是交易，更是定义下一代消费场景的权力。它也会和淘宝闪购一起，成为阿里重塑本地生活的重要抓手。 这种从根本上改写游戏规则的意图，宣告了那个以狼性与奇袭著称的阿里，正在重返战场中央。 而这一次，它所讲述的故事也已截然不同。阿里将不再仅仅是那个线上的电商帝国，而是一个左手探索AI的数字未来，右手激活实体商业物理世界的双栖巨 头。它的新价值，既在云端的算力，更在地面上每一条街道的活力。 高德亮剑 华 ...

到店业务方面，展现了阿里对本地生活服务野心。阿里继加大对外卖与即时零售的投资后，该行认为高 德的升级是其进军到店业务的第一步，与美团-W(03690)大众点评以本地搜索为主的模式形成对比。据 Quest Mobile数据，高德目前拥有1.7亿日活跃用户，每日处理超过1.2亿次搜索及1,300万次本地商户导 航，而大众点评日活为3,300万(约高德五分之一)，不过美团在本地服务的用户心智、累积评价及商户关 系上仍有优势。该行会继续关注高德在本地生活服务的进展，包括即将试点推出的到店团购功能(部分 城市已开始测试)。 外卖方面，瑞银指阿里旗下饿了么的商户拓展有望加速。渠道调查显示，美团外卖覆盖餐厅约560万 间，饿了么则为340万间，两者差距明显(Quest Mobile数据)。基于高德的LBS(定位服务)与用户行为数 据，或有助饿了么更有效拓展中小型商户，特别是在三、四线城市，有望缩小与美团的商户供给差距。 就高德长远变现潜力。虽然初期仍以非变现为主，但若高德措施成功落实，预计用户流量增长将在未来 带来广告、品牌标注等变现机会。现时高德仍归入阿里"其他"板块，截至6月季度仍录得亏损14亿元人 民币。 智通财经A ...

Core Insights - The competition among major internet giants, particularly Alibaba, Meituan, and JD.com, has intensified in the local service sector following Alibaba's launch of the "Gaode Street Ranking" to rival Meituan's "Dazhong Dianping" [2][3][4] - Both Alibaba and Meituan have announced significant subsidies to attract customers, with Alibaba pledging over 1 billion yuan and Meituan offering 25 million vouchers for quality takeaway services [3][4] - Analysts suggest that Alibaba's new initiative may enhance its user growth and create synergies, while Meituan faces immediate challenges in user traffic and merchant resources [3][4][5] Company Strategies - Alibaba's Gaode Street Ranking aims to provide a more objective measure of store popularity through real-time monitoring of foot traffic, potentially giving it a competitive edge over Meituan's user-generated reviews [4] - Meituan is responding by enhancing its quality takeaway services and leveraging AI to filter out non-authentic reviews, indicating a shift towards improving service reliability [2][3] - JD.com, while primarily focused on e-commerce, is also feeling competitive pressure from Alibaba's expanding ecosystem, necessitating a focus on logistics and supply chain management to maintain its market position [5][6] Market Dynamics - The competitive landscape is described as a "three-way battle," with significant implications for financial performance across the sector, as seen in the second-quarter results of Meituan and JD.com [5][6] - Investors are advised to monitor the evolving competitive dynamics and potential profit margin pressures resulting from intensified competition among these platforms [4][5] - The overall sentiment suggests a preference for established companies with unique market positions, as the industry faces challenges from aggressive pricing strategies and competition [5][6]

Core Viewpoint - Alibaba's Gaode Map has launched the "Gaode Street Ranking," the world's first ranking product based on real user behavior, covering food, hotels, and attractions, aiming to enhance local life services and reduce the need for users to switch between different apps [1][2]. Group 1: Product Features - The "Gaode Street Ranking" utilizes navigation data from 5143 million users, analyzing 12 billion navigation trips over 228 billion kilometers to create a ranking based on real user behavior [2][3]. - The ranking combines user navigation, search, visit, and collection behaviors, making it difficult for businesses to manipulate ratings through fake reviews [2][9]. - The ranking includes unique categories such as "Special Trip Ranking" and "Repeat Visitor Ranking," providing a more dynamic and diverse selection for users [14][15]. Group 2: Technological Integration - The underlying technology of the "Gaode Street Ranking" is driven by AI, utilizing Alibaba's Tongyi model to enhance user experience through precise recommendations and demand matching [3][9]. - AI algorithms quantify user behaviors on the app, ensuring the authenticity and quality of reviews, thus filtering out false information [3][9]. Group 3: Market Strategy and Impact - Gaode has invested over 1 billion yuan in the "Smoke Fire Good Store Support Plan," offering 200 million yuan in travel subsidies and 950 million yuan in consumption coupons to encourage users to visit local businesses [16][17]. - The launch of the "Smoke Fire Small Store Ranking" features 2962 small businesses across 61 cities, aiming to boost visibility and support the local economy [17][18]. - The initiative is expected to reshape the local service credit system and enhance the overall dining experience by focusing on genuine user feedback rather than manipulated ratings [18].

Core Insights - The local life service market is experiencing renewed competition as Alibaba and Meituan both make significant moves, with Meituan restarting its "Quality Takeout" service and Alibaba launching the "Gaode Street Ranking" [1][2] Group 1: Gaode's New Initiatives - Gaode Map has introduced the "Gaode Street Ranking," the world's first ranking based on user behavior, aiming to create a new offline service credit system to support dining and service consumption [2] - The "Street Ranking" features various categories such as "Tire Wear Ranking" and "Repeat Customer Ranking," updated daily based on dynamic data [2] - The initiative aims to address industry pain points like low thresholds for negative reviews and high costs for positive ones by integrating user behavior with the Alipay Sesame Credit system [2][3] Group 2: Meituan's Strategy - Meituan has relaunched its "Quality Takeout" service, utilizing self-developed AI models to analyze user needs and filter out non-authentic reviews [4] - The "Quality Takeout" service now covers various high-quality dining options, including must-try lists and high-star hotels, enhancing user decision-making [4] Group 3: Market Dynamics - Gaode's transition from a navigation tool to a proactive life service platform is supported by its extensive user base and data, with over 700 million restaurant points covered and 1.2 billion life service-related searches daily [5] - The competition between Alibaba and Meituan is expected to intensify, with both companies needing to differentiate themselves to attract users [6][7] - The local life service sector is projected to become a primary competitive field for major companies over the next five years, potentially revitalizing traditional offline business districts [7]

Core Insights - The 2025 China International Service Trade Fair was held in Beijing from September 10 to September 14, showcasing JD's local life services including JD Takeout, Seven Fresh Kitchen, and JD Home Services [1] - JD's home services aim to address traditional industry pain points and enhance the at-home service market [1] JD Takeout - Launched in March 2025, JD Takeout focuses on "quality takeout" and operates in 350 cities with daily orders exceeding 25 million [3] - The platform has signed contracts with over 1.5 million quality dining establishments, with nearly 200 brands achieving sales over 1 million [3] - JD is the first platform to provide full social insurance for its delivery riders, with over 150,000 full-time riders [3] Seven Fresh Kitchen - Officially launched in July 2025, Seven Fresh Kitchen is a "cooperative quality dining production platform" that addresses challenges in the traditional restaurant industry [3] - It features a "freshly cooked and transparent kitchen" model and aims to combat issues like "ghost takeout" [3] - The platform has introduced a "dish partner" model, investing 1 billion yuan to recruit chefs and offering a guaranteed minimum share of 1 million yuan per dish [3] Seven Fresh Food MALL - Seven Fresh Food MALL is JD's first restaurant infrastructure brand, complementing its takeout services [4] - The first store opened on June 18, 2025, featuring live kitchen broadcasts and a unique "cross-store selection" takeout service [4] - It has become a popular landmark in Harbin, collaborating with several well-known dining brands [4] JD Travel - JD Travel leverages JD's supply chain and digital technology to offer services in transportation, hotel accommodations, and vacation packages [4] - The hotel segment covers nearly 400,000 domestic hotels and over 1 million international hotels, while the flight service includes thousands of routes [4] JD Home Services - Since its launch in 2021, JD Home Services has expanded its offerings to include various cleaning and specialized services [5] - The business currently operates in over 70 cities, with plans to expand to over 100 cities by the end of 2025 [6]

Core Insights - Alibaba is intensifying its focus on local services by launching the "Street Ranking" initiative through its Gaode Map, aiming to establish a new offline service credit system and encourage in-store consumption with over 1 billion in subsidies [2][16] - This move is seen as a direct competition to Dazhong Dianping, especially after Alibaba's recent entry into the food delivery market with Taobao Flash Purchase, which has achieved an average daily order volume of 80 million [2][7] Group 1: Strategic Moves - The "Street Ranking" project has been in the works for several months, with a dedicated team led by Gaode's CEO, indicating a well-planned offensive strategy [6][15] - Gaode Map has a significant user base, with 170 million daily active users and 120 million daily searches related to life services, making it a strong platform for promoting in-store services [11][12] - The initiative aims to drive foot traffic to offline merchants, with a goal of bringing in 10 million customers daily through subsidies and increased visibility [16] Group 2: Competitive Landscape - Dazhong Dianping has also announced a revival of its quality takeout service, indicating a competitive response to Alibaba's moves in the local services market [18] - Gaode's previous attempts to integrate in-store services have faced challenges, as users typically prefer to use other platforms for restaurant decisions before navigating to them [19][22] - The "Street Ranking" will leverage user behavior and credit scores to create a more authentic ranking system, differentiating it from competitors [22][25] Group 3: Future Prospects - Alibaba's strategy to enhance in-store services is seen as a critical step in completing its local lifestyle ecosystem, with potential for higher customer engagement and profitability compared to delivery services [27][28][29] - The integration of Gaode with Alibaba's broader ecosystem, including Taobao and Alipay, suggests a coordinated effort to maximize resource allocation and operational efficiency [31] - The success of the "Street Ranking" initiative could significantly impact Alibaba's local service strategy, although replicating past successes remains uncertain [33]

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， ...

Core Insights - The competition in the local lifestyle sector is shifting from traffic and subsidies to building authenticity, trust, and service quality, as evidenced by the recent product iterations from Alibaba's Gaode Map and Meituan's Dazhong Dianping [1][2] Group 1: Gaode Map Developments - Gaode Map launched the world's first behavior-based ranking list, the Gaode Street Ranking, aimed at creating a new offline service credit system that ensures a credible ranking through user behavior and credit [1] - The Gaode Street Ranking will leverage Alipay's Sesame Credit system to weight trustworthy evaluations based on user credit levels, while AI risk control will help identify and filter out fake reviews [1] - Gaode Map currently covers over 7 million restaurant locations nationwide, with 120 million daily searches related to lifestyle services and navigation to 13 million service destinations [1] Group 2: Dazhong Dianping's Quality Takeout Service - Dazhong Dianping has relaunched its quality takeout service, utilizing a self-developed large model to analyze user needs based on vast amounts of real review data, aiming to eliminate non-authentic review data [2] - The quality takeout service will cover various high-quality restaurants, including over 1 million high-rated dining establishments, with notable entries from the 2025 "Must-Eat List" and "Black Pearl" restaurants [2] - The integration of travel and dining scenarios in Gaode Map may reduce user reliance on other review applications, while its low-cost traffic strategy could compel other review platforms to adjust their commission and advertising structures [2] Group 3: Synergies and Market Positioning - The relaunch of Dazhong Dianping's quality takeout service is expected to enhance user stickiness and improve the quality of merchant resources, creating a synergistic effect with Meituan's takeout services [3] - Quality takeout merchants bring their own traffic and reputation, which can elevate the overall quality of merchants on the platform, while also allowing merchants to leverage online traffic to boost offline dining [3]