本地生活入口 本地生活的战火从线上烧到了线下。9月10日，阿里巴巴又甩出一张王牌——"高德扫街榜"，基于用户真实"行为+信用"生成榜单，号称永不商业化。高德 扫街榜是阿里巴巴集团的高优先级项目，上一个类似级别的项目是淘宝闪购。 如果说上一轮的外卖平台"0元购"还只是停留在补贴换增长，这一次高德推出的扫街榜直指大众点评的核心腹地，一场围绕用户决策入口的争夺战就此拉 开帷幕，在这一场争夺中还能看到抖音、小红书的身影。 成巨头必争之地 根据行业数据，2024年中国本地生活服务市场规模已突破35万亿元，其中"到店"相关服务（含餐饮、旅游、休闲娱乐等）占比超60%，市场规模超21万亿 元。高德扫街榜，正是看中了本地生活市场的巨大潜力。通过争夺用户决策入口，阿里巴巴希望在高德地图庞大的用户基础上，进一步拓展本地生活服务 生态。 大众点评能在本地生活领域屹立多年，其护城河究竟是什么？决策入口的重要性为何如此重要？作为中国本地生活服务领域的"活化石"，大众点评2003年 创立，在2015年与美团合并，合并后大众点评原创始团队相继退出管理层，"大众点评"App被完整保留并持续迭代，目前来看，这也成为了美团一项优质 的资产。 与 ...

Core Insights - The Chinese internet industry is experiencing a strategic confrontation, with major players like JD.com, Alibaba, and Meituan making significant moves in the local lifestyle service market [2][11] - Alibaba's restructuring, which integrates Ele.me and Fliggy into its China e-commerce business group, signifies a shift from traditional e-commerce to a broader consumer platform strategy [5][6] Group 1: Company Strategies - JD.com announced that its food delivery service has surpassed 25 million daily orders, while also entering the hotel and travel market [2][13] - Alibaba's integration of Ele.me and Fliggy aims to enhance synergy within its e-commerce ecosystem, allowing for better collaboration between instant delivery and retail services [5][11] - Meituan is expanding its instant retail offerings, including a comprehensive upgrade of its retail categories and international market exploration [2][11] Group 2: Market Dynamics - The local lifestyle service market in China is projected to grow significantly, with online penetration expected to rise from 12.7% in 2021 to 30.8% by 2025, reaching an estimated market size of 35.3 trillion yuan [2][11] - The competition in the local lifestyle sector is intensifying, with Alibaba, JD.com, and other platforms like Douyin vying for market share through differentiated strategies [6][14] - The integration of Ele.me and Fliggy is seen as a long-term strategic move to enhance Alibaba's competitive edge against rivals in the local lifestyle and instant retail sectors [11][14] Group 3: Financial Performance - In the fourth quarter of fiscal year 2025, Alibaba's Taobao and Tmall group reported revenue of 101.37 billion yuan, a 9% increase year-over-year, while its international digital commerce group saw a 22% revenue growth [4] - The rapid growth of Taobao's flash purchase service, which has surpassed 60 million daily orders in collaboration with Ele.me, indicates a strong performance in the instant retail segment [11]