Core Viewpoint - Alibaba is intensifying its competition with Meituan in the local lifestyle service sector, launching the "Gaode Street Ranking" to enhance its presence in the "to-store" business, while Meituan is reviving its quality takeaway service [2][8]. Group 1: Alibaba's Strategy - Alibaba's "Gaode Street Ranking" is based on real user behavior, focusing on repeat customers and is not commercialized, aiming to differentiate itself from Meituan's high market share [2][4]. - The "Gaode Street Ranking" project was initiated in June and now covers over 300 cities and 1.6 million offline service providers, including over 870,000 restaurants and 230,000 hotels [3]. - The ranking system utilizes AI to filter out false information and is integrated with the Sesame Credit system to enhance trust [4]. Group 2: Meituan's Response - Meituan announced the revival of its quality takeaway service on the same day as Alibaba's announcement, leveraging its extensive user review data to improve service reliability [8]. - Meituan's second-quarter financial report showed a revenue of 91.84 billion yuan, a year-on-year increase of 11.7%, but a significant drop in net profit by 89% [9]. - Despite the challenges, Meituan's app reached over 500 million monthly active users, with a 40% year-on-year increase in order volume for its to-store business [9]. Group 3: Market Dynamics - The competition between Alibaba and Meituan is heating up, with both companies accelerating the construction of their local lifestyle service ecosystems and extending their subsidy wars from takeaway to in-store services [2][7]. - The market is observing the impact of these new strategies, with both companies announcing substantial subsidies to attract customers, including over 1 billion yuan from Gaode and 25 million takeaway vouchers from Meituan [7][8]. - Analysts suggest that while Gaode's new ranking may disrupt Dazhong Dianping (Meituan's review platform), it will take time to build user trust and recognition [7].

2025.09. 10 本文字数：2798，阅读时长大约4分钟 作者 | 第一财经 陈杨园 陆涵之 "要全面开战了。"一天前，阿里重磅业务即将发布，传闻阿里重启口碑、杀入团购，一位美团员工 这样对第一财经记者感慨。 今日上午靴子落地。阿里自称的"重磅业务发布会"揭晓，并非传闻中的团购，而是发布"高德扫街 榜"，对标美团大众点评。 "这不是一个流量榜，也不是一个广告榜，更不是一个网红榜。"高德地图CEO郭宁对第一财经等媒 体表示，高德扫街榜基于用户真实行为产生，不是点赞，不是收藏，更看重回头客，并且永不商业 化。 很快，大众点评在同日宣布"重启"品质外卖服务，借大众点评支援外卖战场。 本地生活的火药味儿甚浓。阿里与美团在外卖领域的交锋不断，如今，阿里再度冲击到店业务，攻入 美团腹地。 隔空打擂台的背后，美团、阿里在"到店""到家"领域的战争正在全面燃起，二者都在加快本地生活 服务生态的建设，完善消费闭环，补贴战也从外卖进一步向到店领域延伸。 随着新动向的披露，9月10日盘中，截至发稿，美团阿里巴巴港股均涨超2%。尽管双方新一轮 的"攻防战"仍有待观望，但在本地生活这个战场，市场正在等待新故事的发生。 高德再攻" ...

Core Insights - Alibaba is intensifying competition with Meituan in the local services sector, launching the "Gaode Street Ranking" to challenge Meituan's dominance in the dining and service industry [1][2][3] - Meituan has responded by reviving its quality takeaway service, indicating a fierce battle in the local lifestyle market [2][7] Group 1: Alibaba's Strategy - The "Gaode Street Ranking" is based on real user behavior, focusing on repeat customers rather than likes or collections, and aims to differentiate itself from Meituan's offerings [1][3] - The project has been in development since June and currently covers over 300 cities and 1.6 million offline service providers, including over 870,000 restaurants [3][5] - Alibaba aims to leverage its credit system and AI capabilities to filter out false information and enhance user trust in the rankings [3][6] Group 2: Meituan's Response - Meituan announced the revival of its quality takeaway service, utilizing AI and real user reviews to improve decision-making for consumers [7][8] - The company has a history of integrating high-quality dining options into its takeaway service, which has been a significant part of its strategy since 2014 [8] - Meituan's second-quarter financial report showed a revenue of 91.84 billion yuan, with a year-on-year growth of 11.7%, but a significant drop in net profit by 89% [9][10] Group 3: Market Dynamics - Both companies are engaged in a subsidy war, with Gaode announcing over 1 billion yuan in subsidies to attract customers to offline dining and services [6][10] - The competition is expected to evolve as both companies work to enhance their local service ecosystems and improve consumer engagement [2][6] - Analysts suggest that while Meituan has a strong market position, the introduction of Gaode's ranking system could disrupt the existing dynamics due to its unique data advantages [6][10]

Group 1 - Meituan has upgraded its membership services to include comprehensive health and wellness offerings, addressing users' summer needs for beauty and health [1][2] - Black Diamond members can now access a photorejuvenation service provided by renowned medical institutions, marking the first time Meituan has included medical beauty services in its core membership benefits [1] - Black Gold and above members can enjoy a free "instant doctor consultation" service, with an average consultation time of 30 seconds and a service duration of 30 minutes [1] Group 2 - From August 7 to August 14, Meituan will launch a "Summer Beauty" themed event, allowing Black Diamond members to choose from various beauty services [2] - All members will receive a large coupon package applicable to medical beauty, health, and pharmacy services, along with exclusive pricing for consultations and medications [2] - Since its launch, the Meituan membership system has focused on providing tangible benefits across various local life scenarios, gradually building a more comprehensive and sticky multi-service ecosystem [2]

以下文章来源于中国企业家杂志 ，作者李艳艳 中国企业家杂志 . 讲好企业家故事，弘扬企业家精神 瞄准"酒旅"，攻打OTA命门。 来源：中国企业家杂志 记者： 李艳艳 编辑 ：张晓迪 平静已久的 OTA （在线旅游）市场 再起波澜。 近期，有消息称，京东正以 3 倍薪资从携程、美团、飞猪、同程 等平台 大规模 " 挖角 " 酒 旅人才，并主打 " 零捆绑、透明价 " + 补贴 策略， 此举被 业内 理解为 " 直指携程、美团 盈利核心 " 。 还有业界人士推测，京东 "明攻外卖、暗抢酒旅 " ，企图 " 用高频外卖引 流，靠高利润酒旅赚钱 " 。 截至发稿，京东 、 美团 和携程 官方层面对此暂无回应。 但 今年以来 ， 京东 在 外卖 行业 的高调入局和强势出击，让外界很难忽略它在本地生活领 域的一举一动。 业界普遍猜测，京东此番 " 加码 " 酒旅，或将复制外卖业务的 " 闪电战 " 打法 —— 高薪组队、补贴开路、痛点营销 。 只是， 酒旅市场的护城河远比外卖更深。 与此同时 ，给京东外卖频频 " 站台 " 的刘强东刷足了 " 存在感 " 。从年初参观香港科技大 学教授贾佳亚团队的人工智能项目，到参加全国 ...