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用脚投票,高德“扫街”为哪般?阿里到店业务再进一程,本地生活“背水一战”
Sou Hu Cai Jing· 2025-09-16 10:06
Core Viewpoint - Alibaba's Gaode Map launched the "Gaode Street Ranking," a credit system based on user behavior and trust, which aims to enhance its offline service offerings without commercializing the ranking system [1][3][12] Group 1: Product Overview - The "Gaode Street Ranking" is the world's first ranking list generated from user behavior, incorporating real actions such as navigation, search, and visits to stores [3][9] - The ranking system evaluates merchants based on user interactions and employs AI models to ensure the authenticity and quality of reviews [3][12] - The ranking currently covers over 1.6 million offline service providers across more than 300 cities in China, including over 870,000 restaurants and 230,000 hotels [3][12] Group 2: Strategic Implications - The launch of the "Gaode Street Ranking" is seen as a significant step for Alibaba's offline business, potentially integrating with other services like Taobao's instant retail and delivery [1][12] - Experts suggest that the ranking can enhance Gaode's transition from a navigation tool to a content community and transaction platform, thereby improving revenue and profitability [12][13] - The initiative is viewed as a revival of Alibaba's local service strategy, aiming to leverage data and credit systems to compete effectively in the local lifestyle market [12][14] Group 3: Competitive Landscape - The "Gaode Street Ranking" is positioned against Meituan's Dazhong Dianping, with a focus on behavior-driven metrics compared to Dazhong Dianping's content-driven approach [9][13] - The local lifestyle market is becoming increasingly competitive, with established players like Meituan and new entrants vying for market share [16][17] - Future competition in the local lifestyle sector is expected to revolve around data dimensions and credit systems, potentially leading to a three-way competitive landscape among Meituan, Gaode, and Douyin [17]