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高德攻入美团腹地 电商“三国杀”持续加码
Bei Jing Shang Bao· 2025-09-10 15:16
今年以来,阿里、美团和京东在外卖、酒旅、团购上数度拼起刺刀,不管到家还是到店,让一度沉寂的本地生活异常热闹,也让它们过往数年的恩怨情仇重 新燃起。这场关于金钱、效率、服务体验的多维战役显然不会轻易停止。 针尖对麦芒 在全面AI化后,高德又把团购业务重新捡起来了。目前,用户在高德地图点入"美食"频道后,平台会自动推送定位附近的餐饮门店,并呈现一系列榜单列 表,包括"扫街榜""状元榜""热门打卡"等,类目涵盖美食、景点、酒店等。毋庸置疑,"扫街榜"要挑战的是大众点评的"必吃榜"。 高德扫街榜产品经理李刚表示,"扫街榜"是10亿人用脚投票的真实榜单,覆盖全国300多个城市,有160万线下生活服务商家上榜,包括87万家餐厅、23万家 酒店和近5万个景区。 两手抓,两手都要硬,巨头在本地生活的战火愈加浓烈。淘宝闪购在"到家"市场攻城略地之时,阿里又派出高德"到店"侵入美团腹地。 9月10日一早,沸沸扬扬的市场传闻局部性落定,高德宣布上线"扫街榜",覆盖美食、景点、酒店,着力强调榜单真实性,直接对标美团的大众点评。几乎 同一时间,大众点评立刻回敬:"重启"品质外卖服务。 有意思的是,当高德推出"扫街榜"后,美团也于9月1 ...
阿里“扫街”、美团发券 到店大战2.0
Xin Jing Bao· 2025-09-10 11:26
9月10日,阿里周年庆"放招":高德地图首发"扫街榜",凭13亿条导航轨迹、228亿公里里程从118万家 店筛出"用脚投票"的口碑清单,直捣本地生活腹地。几乎同时,美团宣布重启"品质外卖"并豪撒消费 券。双巨头同日换档,告别烧钱,齐打"信任+品质"牌,赛道竞争进入理性时代。 ...
阿里一声号令 ,高德奇袭美团
3 6 Ke· 2025-09-10 09:32
对标美团,阿里有新打算 今年7月以来,多位高德产品派驻到杭州全球总部,"网传的消息夸张了,没有专门封闭一个楼,但确实在西溪园区C4号楼单独开辟了一块空间,做相关 新产品的研发"。 凤凰网科技从多位知情人士处获悉,高德于两个多月前着手筹备推出榜单类业务,9月10日,该产品终于亮相——"高德扫街榜",聚焦美食、酒店、景区 三大类目,主要以线下餐饮商家的榜单为主,此外还包括一些特色美食榜单,进一步加码本地生活领域。多位人士分析称,该业务直接对标美团旗下大众 点评,但与后者有着显著差异化,核心是通过用户的"行为+信用",芝麻信用在同日升级商业信用服务体系,表示将支持高德产品,确保这是一份无法刷 分的真实可信榜单,从而重新构建一套线下服务的信用体系。 这项业务并非没有根基,高德最早曾在2020年9月首度推出"高德指南"业务,同样希望通过数据驱动的榜单体系和用户UGC模式,提供覆盖餐饮、酒店、 景点等场景的决策服务,当时便剑指大众点评"必吃榜"。 "再回归无论是资源、产品还是与集团的协同效应,都与此前完全不同",有知情人士告诉凤凰网科技。 据透露,本次榜单业务得到了阿里相关高层的支持,多位知情人士指出是马云本人较为关注, ...
永不商业化!高德扫街榜引入芝麻信用,终结“刷好评乱象”?
新浪财经· 2025-09-10 08:37
值得注意的是,今日美团几乎在同一时间宣布大众点评"重启"品质外卖进行反击。由此可 见,美团与阿里在本地生活服务领域的竞争仍持续升级,双方在技术赋能、内容真实性等层 面的较量正步入深水区。 实测"扫街榜" 部分上榜商家未上线团购 文 | 《 BUG 》栏目 徐苑蕾 "阿里新业务"的神秘面纱终于揭开。今日,阿里正式发布首个基于行为 + 信用的榜单产 品"高德扫街榜"。 《 BUG 》栏目实测发现,"高德扫街榜"已在高德 App 首页最显眼的位置上线,涵盖"状 元榜""扫街榜"等四大类目。此外,部分登上"高德扫街榜"的餐馆目前在高德页面中仅展示 了门店信息、菜品与用户评价,尚未提供到店团购或代金券类服务;而在大众点评平台上, 同样的餐馆则已有相应的优惠产品。 对于"高德扫街榜",多位餐厅店员均表示,尚不知晓,目前也未就上线团购或代金券等事 宜与平台进行过沟通。 在发布会现场,高德地图 CEO 郭宁还强调,"高德扫街榜"永不商业化,核心目标是"真实 反映用户选择"。为杜绝刷分,"高德扫街榜"将在获得用户授权后首次引入支付宝芝麻信用 体系,作为用户评价分的重要校准因子影响商家的综合评分。 直至今日,备受关注的阿里神秘新 ...
永不商业化!高德扫街榜引入芝麻信用,终结“刷好评乱象”?
Xin Lang Cai Jing· 2025-09-10 08:30
文 | 《BUG》栏目 徐苑蕾 "阿里新业务"的神秘面纱终于揭开。今日,阿里正式发布首个基于行为+信用的榜单产品"高德扫街 榜"。 《BUG》栏目实测发现,"高德扫街榜"已在高德App首页最显眼的位置上线,涵盖"状元榜""扫街榜"等 四大类目。此外,部分登上"高德扫街榜"的餐馆目前在高德页面中仅展示了门店信息、菜品与用户评 价,尚未提供到店团购或代金券类服务;而在大众点评平台上,同样的餐馆则已有相应的优惠产品。 对于"高德扫街榜",多位餐厅店员均表示,尚不知晓,目前也未就上线团购或代金券等事宜与平台进行 过沟通。 在外界看来,阿里推出"高德扫街榜"意在对抗并牵制美团旗下的大众点评。不过,在随机对比多家餐馆 后注意到,部分登上"高德扫街榜"的餐馆目前在高德页面中仅展示了门店信息、菜品与用户评价,尚未 提供到店团购或代金券类服务;而在大众点评平台上,同样的餐馆则已有相应的优惠产品。 多位餐厅店员表示,不知晓餐厅登上了"高德扫街榜",目前也未就上线团购或代金券等事宜与平台进行 过沟通。 | 生日 | | | 在大鸽饭(北京路店)附近搜索 | | 02 88 | | --- | --- | --- | --- | - ...
大众外卖 高德点评?阿里美团又开新战场
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-10 07:56
大众外卖、高德点评?一边是2500万张消费券,一边10亿补贴,阿里和美团又开新战场了。 昨晚阿里美股跳空上涨我就知道必有大事发生啊,果然今天就高调推出高德扫街榜。这不就是一个阿里 版的大众点评吗?除了外卖和闪购,显然阿里又开始围剿美团的另一座城池。 美团来了一招围剿与反围剿,同一天宣布大众点评"重启"品质外卖服务。 高德称发放10亿补贴,鼓励用户到店消费,给全国线下店铺多带去1000万消费者,每天为小店带来5000 万流量的精准曝光。美团宣布大众点评"品质外卖"将同步发放2500万张不同种类的大额"品质外卖"消费 券。 市场现在有两种观点: 有人认为阿里一边出血一边回血,外卖电商互相倒流,越烧钱对阿里越有利。也有人认为本地生活依然 是美团独大,阿里烧钱只是打压了美团股价,对于竞争格局不会有改变。 今天上午港股市场,阿里巴巴连续4天大涨,创近4年新高。美团股价重新收复100元失地。 不管是此前的外卖大战,还是现在新一轮的互搏,看来三季度业绩才是两位巨头实力见真章的时刻! (文章来源:21世纪经济报道) 高德扫街榜号称永不商业化,美团称首批已集合超百万家高分堂食店。这话暂且听听就好了,主要我们 看看两巨头打架给消 ...
又要「开战」?高德上线点评业务之际,美团官宣大众点评重启「品质外卖」
Sou Hu Cai Jing· 2025-09-10 05:55
Core Insights - Alibaba's Gaode Map has launched the "Gaode Street Ranking" feature, which ranks businesses based on navigation data and real user reviews, covering various sectors such as food, hotels, and attractions [1][5] - Meituan has responded by launching the "Quality Takeaway" channel on Dazhong Dianping, emphasizing quality and real reviews, indicating a competitive landscape between the two platforms [5][11] Group 1: Gaode's Strategy - Gaode's "Street Ranking" feature leverages unique navigation data, utilizing 13 billion navigation trips from 51.32 million users over the past year, covering a total distance of 22.8 billion kilometers [5][10] - The ranking is based on analysis of 1.18 million stores frequented by users, combined with real reviews calculated by Sesame Credit, creating a comprehensive consumer recommendation list [8] - Gaode is offering substantial subsidies, including a 200 million yuan travel subsidy package and 950 million yuan in consumption vouchers to encourage users to visit quality local businesses [10][12] Group 2: Meituan's Response - Dazhong Dianping's "Quality Takeaway" channel has strict merchant entry standards, requiring all participating businesses to have a physical store and meet specific rating criteria [11][12] - To promote the quality takeaway service, Dazhong Dianping is offering significant red envelope incentives, including various discount promotions [12] Group 3: Competitive Landscape - The strategies of Gaode and Dazhong Dianping reflect differing approaches in the local service market, with Gaode focusing on navigation data and Dazhong Dianping emphasizing user review systems [12][13] - Meituan's market share has decreased from over 80% to around 65%, while Ele.me has gained a significant 28% market share, indicating increased competition [13][14] - The local service market is projected to grow rapidly, with estimates suggesting it could reach 35.3 trillion yuan by 2025, highlighting the ongoing competition and the need for enhanced user experience [18][19]
阿里巴巴,剑指美团第二战场
财联社· 2025-09-10 05:54
以下文章来源于财联社AI daily ,作者徐赐豪 财联社AI daily . 财联社及科创板日报旗下产品——未来已来,AI前沿,独家、深度、专业! 昨日市场疯传的阿里重要业务,今日终于揭晓。 《科创板日报》记者获悉,阿里今日正式推出 "高德扫街榜" 这一全新业务。这一业务被视为阿里在本地生活服务领域向美团发起挑战的又 一关键举措,标志着双方竞争的第二战场正式拉开帷幕。 对标大众点评 高德扫街榜类似于美团旗下大众点评榜单,对商家进行综合评分、排名,涵盖美食、景点、酒店等多种业态。 《科创板日报》记者打开高德地图以杭州为例, 该榜单根据近一年4205万人的9.1亿次导航、181亿公里计算,通过用户多次反复前往的 118 万家店铺筛选,并结合芝麻信用计算的真实评价生成。 例如,在美食领域,用户在搜索附近餐厅时,高德扫街榜不仅会展示商家的基本信息、评分和评价,还能依据用户的出行轨迹和偏好,推送 符合其口味和消费习惯的餐厅。 这种基于出行场景的推荐方式,与传统点评平台形成差异化竞争, 有望吸引更多用户在出行过程中,便捷 地获取到优质商家信息,进而影响他们的消费决策。 据悉,与传统点评业务不同,高德扫街榜在评价体系构建 ...
美团高级副总裁李树斌:点评App会跟美团App越长越不同
3 6 Ke· 2025-06-27 02:31
Core Insights - Dazhong Dianping's "Must-Eat List" serves as a significant indicator in the dining sector, reflecting consumer preferences and trends in offline consumption [1][2] - The 2025 "Must-Eat List" was announced in Nanjing, featuring 3,091 restaurants across 144 cities, with 900 million food orders processed in the past year [2] - The integration of Dazhong Dianping into Meituan's core local business marks a new phase, emphasizing competition and collaboration within the industry [2][4] Business Integration and Strategy - The merger with Meituan enhances Dazhong Dianping's operational capabilities, leveraging Meituan's extensive infrastructure and business development resources [4][22] - Dazhong Dianping maintains its independence as a business unit, focusing on user experience and information density rather than aggressive commercialization [4][25] - The platform aims to balance being a tool for users while also serving as a content platform, emphasizing the importance of relevant information [9][10] Competition and Market Position - The competitive landscape has shifted towards a normalized state, with Dazhong Dianping focusing on its unique strengths in providing authentic user reviews and structured information [2][8] - The platform's commitment to maintaining high information density is seen as crucial for user engagement and satisfaction [3][10] - Dazhong Dianping's "Must-Eat List" is based on genuine user evaluations, with strict measures in place to prevent manipulation of ratings [11][15] Consumer Trends and Insights - There is a noticeable shift in consumer preferences from efficiency to experience, with a growing interest in local and unique dining options [12][13] - The platform has expanded its reach, exploring more cities and regions, thus uncovering hidden gems in the dining landscape [12][20] - Dazhong Dianping's focus on helping users discover local treasures aligns with its mission to enhance the dining experience [20][22] Future Directions - The company plans to enhance its offerings with new initiatives like "Must-Stay List" and "Must-Play List," further integrating dining with travel and leisure experiences [18][19] - Dazhong Dianping is exploring the use of AI to improve user experience in finding restaurants, indicating a forward-looking approach to technology integration [27] - The platform's future strategy will continue to emphasize its unique identity within the Meituan ecosystem, focusing on user needs and local experiences [24][26]