但战局并未就此明朗。在高德地图推出榜单仅11天后，百度地图于9月21日联合美团、携程，上线了"AI 去·榜中榜"。与此同时，抖音生活服务则凭借其"心动榜"，在本地生活赛道上，通过内容和情绪价值另 辟蹊径。 地图工具不再满足于路线规划，本地生活这个价值万亿的市场，迎来新变量。一场围绕榜单、流量和用 户心智的战争已经打响。 国庆假期出行高峰，高德地图日活用户数据创下新高。这一成绩背后，于2025年9月10日高调推出的"扫 街榜"居功至伟。公开信息显示，该榜单上线首日便吸引了超过4000万用户访问。高德地图试图通过"扫 街榜"，以"入口"之姿，切入由美团主导的本地生活服务腹地。 然而，流量的光环之下，争议随之而来。部分用户反馈遭遇"幽灵推荐"，榜单推荐的商户与实际体验存 在落差。同时，其基于导航数据的算法逻辑，也被指可能偏向交通便利的"司机食堂"，也引发了关于算 法公平性的讨论。 风口上的高德扫街榜 在阿里巴巴集团的战略棋盘上，高德地图的位置一直在变。2025年8月，阿里巴巴进行了一次组织架构 调整，将原有的"1+6+N"模式整合为四大业务集团：阿里巴巴中国电商集团、阿里巴巴国际数字商业集 团、云智能集团以及"所有 ...

最近打开百度地图，是不是发现多了个 "爱去榜"？没开啥发布会，安安静静就上线了 —— 点进去能看到哪家餐馆开车去的人多、步行去的人多，想吃火 锅搜一下，排名靠前的店连 "多少人搜过" 都写得明明白白。 不光百度，高德之前也搞了个 "扫街榜"，美团、抖音更是天天推附近的美食、景点。这些互联网大厂，放着好好的大业务不盯，为啥突然扎堆盯紧 "家门 口的生意"？商家上这些平台、冲这些榜单有啥实在好处？还有怎么让顾客愿意帮你发好评？今天用大白话跟大家掰扯清楚，不管是开店的还是逛街的， 都能看明白。 你可能会问：阿里、百度、美团这些大厂，有钱有技术，为啥非得盯着 "吃饭、洗车、逛公园" 这些小事？答案特简单 —— 这 "家门口的生意"，实在是 块 "肥肉"。 首先，人人都需要，而且天天都需要。你想啊：早上买个包子、中午点外卖、周末带娃去游乐园、家里空调坏了找维修…… 这些事谁都躲不开，而且不 是买个手机用一年，是天天都得消费。2025 年这市场规模都快到 35 万亿了，这么大的蛋糕，大厂能不眼馋吗？ 其次，能把 "找路" 和 "花钱" 绑在一起。以前你用地图，就只"查怎么去某地"；现在不一样了：打开高德 "扫街榜"，搜 ...

"我忙晕了。"为配合扫街榜，部分高德地图工作人员国庆期间也在加班。一位接近美团的人士则向北京 商报记者透露，与百度地图的本地生活服务类合作几年前就上线了。 今年国庆中秋"双节"假期，一场围绕"本地生活服务入口"的暗战在地图软件与本地生活平台间全面打 响。高德地图"扫街榜"23天吸引4亿用户，百度地图联合美团、携程上线"AI去·榜中榜"，抖音"心动榜 酒店"覆盖39座城市443家特色酒店。这场战役不仅是流量争夺，更是技术能力与生态模式的较量， 从"用脚投票"到"手指点赞"，平台正以差异化策略争夺本地生活服务市场话语权。 联盟式破局 "AI去·榜中榜，用脚评出来的榜单"，百度地图最新版上线时，榜单在升级版本介绍中出现。进入百度 地图出行板块的"爱去榜"，"AI去榜中榜""大众点评榜""携程口碑榜"的字样并排出现在"AI去·榜中榜"的 下方。 北京商报记者体验发现，该榜单覆盖美食、景点、酒店、购物、休闲娱乐五类，每类有3至15个细分标 签可选。以美食类全民爱去榜第一名的胡大饭馆（簋街总店）为例，详情页展示了该店在大众点评的评 分、在携程口碑榜北京必打卡美食口碑榜的排名，以及在百度地图上的具体位置和电话。用户可以直接 ...

来源：滚动播报 （来源：新消费日报） 文|徐赐豪 京东私有化达达后的业务整合迈出关键一步。 京东物流今日（9日）在港交所公告，于10月8日与京东集团（JD.com）订立业务转让协议，拟以2.70亿 美元收购原达达集团的本地即时配送业务，具体通过受让达疆、达盛两家全资子公司100%股权实现。 根据公告，此次收购的核心标的为京东集团旗下从事本地即时配送服务的全资子公司 —— 达疆与达 盛。其中，达疆为中国境内注册企业，注册资本达7亿美元；达盛则为2025年1月在香港新成立的公。二 者在收购前均由京东集团100%持股。 新消费日报记者从京东处获悉，此次拟收购的本地即时配送业务为原达达集团的即时配送业务。 值得注意的是，此次收购是京东私有化达达进程的关键收尾。回溯整个流程，京东于今年1月25日向达 达提交初步非约束性私有化提案，拟以每股ADS2.0美元（或每股普通股0.5美元）收购全部已发行股 份；4月，达达集团宣布达成私有化交易；6月10日，私有化协议经达达临时股东大会通过；到如今10 月，核心业务资产转让便已完成。 从达达业绩来看，其2024年营收为96.6亿元，较2023年的105亿元同比下滑8%；净亏损为20 ...

Core Insights - The local life service market has experienced a significant transformation during the National Day Golden Week, with the introduction of Taobao Flash's in-store group buying service, enhancing consumer choices and merchant operations [1][15][17] Consumer Experience: From Limited Choices to Abundant Selections - The launch of Taobao Flash's in-store group buying service has addressed consumer demands for diverse dining options and better value for money during the National Day holiday [2][8] - The service offers a wide range of categories, including hot pot, barbecue, local cuisines, and international dishes, allowing consumers to discover both well-known and hidden gem restaurants [2][15] - Multi-platform price comparison has enabled consumers to find significant discounts, such as a 7.4% discount on a Hong Kong-style meal set and a 5.9% discount on a squid dish [4][6] Merchant Operations: From Traffic Bonuses to Operational Certainty - The introduction of Taobao Flash's in-store group buying service provides merchants with a more stable business environment, reducing reliance on single traffic channels and high commission fees [10][14] - The service has generated additional orders, helping merchants improve their operational efficiency and manage fixed costs during peak periods like the National Day holiday [11][14] - Merchants have reported increased customer traffic and a more diversified customer base due to the multi-channel approach of Taobao Flash [14][17] Industry Impact: From Imbalance to Healthy Development - The National Day holiday serves as a critical period for industry dynamics, with Taobao Flash's entry promoting healthier competition and a focus on service quality rather than just price wars [15][16] - The service encourages a shift from high channel dependency to a more diversified ecosystem, enhancing the overall vitality of the in-store group buying sector [15][16] - The collaboration between Taobao, Alipay, and Gaode has created a new customer acquisition engine, leveraging the unique user bases of each platform to drive growth for local merchants [16][17]

一位接近美团的人士则向北京商报记者透露，与百度地图的本地生活服务类合作几年前就上线了。 2025年国庆黄金周，一场围绕"本地生活服务入口"的暗战在地图软件与本地生活平台间全面打响。高德地图"扫街榜"23天吸引4亿用户，百度地图联合美 团、携程上线"AI去· 榜中榜"，抖音"心动榜酒店"覆盖39座城市443家特色酒店。这场战役不仅是流量争夺，更是技术能力与生态模式的较量，从"用脚投 票"到"手指点赞"，平台正以差异化策略争夺本地生活服务市场话语权。 "我忙晕了。"为配合扫街榜，部分高德地图相关工作人员国庆期间也在加班。 都是地图软件，都是榜单，让人不难联想到百度地图的竞争对手高德地图。"平台间这种合作不是百度地图独有的，也不是百度地图先尝试的，准确来说是 平台互联互通的一种形式。"比达分析师李锦清告诉北京商报记者，"在这个节点，更像是竞争对手给用户提供的，我也要有。" "联盟式"破局 "AI去·榜中榜，用脚评出来的榜单"，百度地图最新版上线时，榜单在升级版本介绍中出现。进入百度地图出行板块的"爱去榜"，"AI去榜中榜""大众点评 榜""携程口碑榜"的字样并排出现在"AI去·榜中榜"的下方。 北京商报记者体验发现 ...

北京超级转转门店客流也增幅明显，10月1日客流量，较前一周日均客流量增长270%，日均订单量增长 165%，服饰、音响、耳机成门店热卖前三的商品。 不仅如此，电商平台还借助地图工具为本地生活业务服务。今年国庆节，高德"扫街榜"服务用户数超过 4亿人，本地生活餐饮行业订单量同比增长150%，"烟火小店"客流整体增长达300%。成都、重庆和广州 进入"长假美食吸引力城市榜TOP10"前三名。 据了解，"双节"前夕，为招揽商家入驻，高德宣布为全国所有餐饮商家免一年入驻费，并提供一系列数 字化支持服务，9月23日当天吸引入驻商家量环比增长631%。 国庆出游消费也刺激着景区附近的快递网点业务增长。在江西南昌的滕王阁景区附近，中通快递南昌十 一部快递员袁鹏负责周边商户的收派工作。据了解，由于不少游客在夜游滕王阁时会购买纪念品，商户 国庆中秋"双节"迎来出游聚会高峰，电商线下场景升温迅猛。10月8日，北京商报记者从多家平台了解 到，电商线下业务在"双节"期间订单攀升，部分电商平台门店累计接待顾客超500万人次，将线上流量 转化为线下客流。与此同时，快递网点也被节日出游带动，一些景区附近的快递员日均揽件量能达400 件。 ...

Core Insights - Alibaba's Taobao Flash has launched an "in-store group buying" service, initially covering key business districts in Shanghai, Shenzhen, and Jiaxing, aiming to enhance local life services and capitalize on the upcoming National Day holiday [1][2][3] - The service allows users to access group buying deals across multiple platforms (Taobao, Alipay, and Gaode) without switching apps, streamlining the user experience [1][2] - The launch is seen as a strategic move to leverage Alibaba's existing resources and user base, with plans to expand to over 50 cities after initial success [6][10][21] Group Buying Market Dynamics - The group buying service is positioned to disrupt the market by increasing competition and providing consumers with better prices and services, as noted by industry experts [2][19] - Initial user experiences indicate significant savings, with some deals offering discounts of up to 50% compared to in-store prices [2][5] - The service has already shown promising results, with high redemption rates for group deals in Shenzhen, particularly among younger consumers [5][12] Competitive Landscape - The entry of Taobao Flash into the group buying market intensifies competition with existing players like Meituan and Douyin, which have established advantages [19][20] - The market is shifting from single-point competition to ecosystem-based competition, with Taobao integrating e-commerce, payment, and delivery resources [20][21] - The competitive environment is expected to benefit consumers through lower prices and improved service quality, as platforms strive to attract users [21][22] Strategic Implications for Alibaba - Alibaba's strategy reflects a broader shift towards becoming a comprehensive consumer platform, integrating various services to enhance user engagement and transaction volume [21] - The company aims to restore bargaining power to small and medium-sized merchants, allowing them to choose platforms based on favorable terms [21] - The success of the group buying model could pave the way for further expansion into other service areas, contingent on market acceptance and performance [22]

淘宝闪购，能否打破三角困局？ 文｜郭梦仪 在上海陆家嘴工作的李琴（化名），坐地铁总会看到连成一片的橘色广告——"出门用淘宝闪购，团购最高再减15元"。她知道，又一轮薅羊毛的时间到 了。 这套看似顺理成章的操作背后，不仅藏着平台多年积累的资源"家底"，更像一颗 "搅局石"投进团购市场，让多元竞争成为可能，也为用户带来更多选择 与实惠。 就像工信部专家盘和林说过："多元竞争能打破信息不对称，用户能以更低的价格，享受更好的服务——这才是市场充分竞争的核心价值，也是消费者最 想看到的。" 01 薅国庆流量,淘宝闪购"闪击"本地生活 作为"首批尝鲜者"，李琴根据海报提示打开了淘宝闪购首页并搜索"团购"，在到店团购页面抢到了9.9元的尊宝比萨小吃套餐，比门店买便宜快一半。"下 单后秒出核销码，到店出示就能用，全程不到3分钟，这效率绝了。" 商业数据派体验了一下团购业务，淘宝闪购首页金刚位也有到店团购入口，进入页面后可见品类涵盖正餐、轻食、饮品等主流品类，价格优势也较为明 显。 前后高德地图的扫街榜，后有淘宝闪购的到店团购。今年本地生活的大战，阿里出招之快，电光石火，足以令外界应接不暇。 9月20日，淘天旗下淘宝闪购悄悄搞 ...

Core Insights - The rapid growth of the Gaode Street Ranking app, which reached over 400 million users in just 23 days, highlights a significant shift in consumer behavior towards using navigation apps for local dining and entertainment recommendations [3][5][11] - The National Day holiday, combined with the Mid-Autumn Festival, created a unique opportunity for increased consumer spending and foot traffic, benefiting local businesses and platforms like Gaode [3][6][12] User Engagement and Growth - Gaode's Street Ranking app achieved a user penetration rate of nearly 50% among Gaode's 890 million monthly active users, indicating strong engagement [3][5] - On October 1, Gaode's daily active users peaked at 360 million, setting a new historical record for the app [11] Market Dynamics - The National Day holiday is traditionally a peak season for the tourism industry, with an estimated 2.36 billion cross-regional trips expected, leading to a surge in local service consumption [3][6] - Gaode's Street Ranking app has covered over 300 cities and included 1.6 million offline merchants, showcasing its extensive reach and rapid adoption [5][6] Strategic Initiatives - Gaode launched a substantial subsidy program worth over 1 billion yuan to support local businesses, which included 200 million yuan in travel subsidies and 950 million yuan in consumption vouchers [6][12] - The introduction of various sub-rankings and promotional activities during the holiday period further enhanced user engagement and merchant visibility [6][12] Competitive Landscape - The integration of Gaode's services with Alibaba's ecosystem, including group buying features on platforms like Taobao and Ele.me, positions Gaode as a "super entrance" for local life services [8][12] - The competition in the local service market is intensifying, with a focus on user experience and transaction efficiency, as platforms aim to capture a larger share of consumer spending [12]