本报讯 （记者梁傲男）11月25日晚，在阿里巴巴集团控股有限公司（以下简称"阿里"）2026财年Q2业 绩电话会上，阿里CEO吴泳铭表示，10月份高德扫街榜日均DAU（日活跃用户数）超7000万，日均评 论量是去年同期的3倍多。 其中，广西北海"越乡小厨"凭借真实口碑登顶全国TOP100美食榜榜首，国庆期间叫号超300桌；广 州"滋粥楼"、成都"康二姐串串"等老店也因上榜，迎来多年未见的排队长龙。 高德扫街榜，是报告期内阿里重点发布的生活服务入口，主打"行为+信用"双轮驱动机制：不仅基于用 户真实的到店行为，还引入AI进行评价的综合校准，有效规避传统榜单易被刷分、注水的问题，构建 了一套线下服务的全新信用体系。 吴泳铭在电话会上还表示："我们相信，提升消费信任一定有助于提振消费信心，让商家专心经营、消 费者放心消费，促进线下服务业更健康可持续发展。" 9月10日发布当日，扫街榜用户量即突破4000万，不到一个月吸引超4亿用户使用，渗透率接近高德整体 月活数据的一半。根据QuestMobile的最新数据，高德月活已超9亿。 此外高德扫街榜上线后，还很快与高德地图形成1+1>2的飞轮效应，用户规模在短时间内双双显 ...

11月25日晚，在阿里巴巴集团2026财年Q2业绩电话会上，阿里巴巴集团CEO吴泳铭表示，10月高德扫 街榜日均DAU超7000万，日均评论量是去年同期的3倍多。 高德扫街榜，是报告期内阿里巴巴集团重点发布的生活服务入口，主打"行为+信用"双轮驱动机制：不 仅基于用户真实的到店行为，还引入AI进行评价的综合校准，有效规避传统榜单易被刷分、注水的问 题，构建了一套线下服务的全新信用体系。 9月10日发布当日，扫街榜用户量即突破4000万，不到一月吸引超4亿用户使用，渗透率接近高德整体月 活数据的一半。根据QuestMobile的最新数据，高德月活已超9亿。 此外高德扫街榜上线后，还很快与高德地图形成1+1>2的飞轮效应，用户规模在短时间内双双显著上 升。10月1日，高德DAU峰值突破3.6亿，创下历史新高。 扫街榜之外，高德还密集连发多项组合式支持举措：启动"烟火好店支持计划"，投入超10亿元补贴鼓励 用户到店消费；为全国餐饮商家免一年入驻费，72小时内吸引超15万商家咨询入驻；发布人均83元的平 价TOP100餐厅榜，惠及普通消费者。 10月1日当天，接入扫街榜的"烟火小店"流量同比增长300%，本地生活餐饮 ...

Core Insights - The article highlights the rapid growth and success of the Gaode app and its newly launched "Gaode Street Ranking" feature, which has gained over 400 million users in just 23 days, indicating a significant shift in user perception from a navigation tool to a comprehensive lifestyle service platform [1][3][4]. User Engagement and Growth - As of October 1, the daily active users (DAU) of the Gaode app surpassed 360 million, setting a new historical record [1][3]. - The Gaode Street Ranking has achieved a user penetration rate of nearly 50%, with 8.9 million monthly active users [1][3]. - The feature's user base grew tenfold from 40 million to over 400 million within 23 days, demonstrating its effectiveness in addressing offline consumption challenges [3][4]. Impact on Local Businesses - The Gaode Street Ranking has significantly boosted local businesses, with a reported 300% increase in traffic for small shops and a 150% year-on-year growth in orders for the local dining industry [1][3]. - Over 2,000 restaurants have already displayed the "Gaode Street Ranking Listed Restaurant" sign, with some reporting a 30% increase in business after being featured [6]. Support Initiatives for Restaurants - Gaode has launched multiple support initiatives, including a subsidy program exceeding 1 billion yuan to encourage user visits to restaurants and waiving the annual entry fee for all dining establishments [4][6]. - The introduction of the first national TOP 100 restaurant list, with an average spending of 83 yuan, has been well-received, positioning it as a genuine "popular food ranking" [5]. Consumer Behavior and Trends - The article notes a surge in consumer interest, with restaurants experiencing long queues during the holiday period, indicating a strong correlation between the Gaode app's features and increased foot traffic to local dining establishments [6].

Core Insights - The Gaode app and its "Street Ranking" feature have achieved record user engagement during the National Day holiday, with daily active users (DAU) surpassing 360 million on October 1, marking a historical high [1][2] - The "Street Ranking" feature, launched on September 10, has rapidly gained traction, accumulating over 400 million users in just 23 days, indicating a significant shift in user perception from a navigation tool to a comprehensive lifestyle service platform [1][2] User Engagement and Growth - The "Street Ranking" feature has a user penetration rate of nearly 50%, with 8.9 million monthly active users on the Gaode app, showcasing its rapid adoption [1][2] - On October 1, the "Street Ranking" reported a 300% increase in traffic for local shops, and a 150% year-on-year growth in orders for the local dining industry, contributing to significant foot traffic for offline services [1][2] Business Support Initiatives - Since the launch of the "Street Ranking," Gaode has implemented several support measures, including a 10 billion yuan subsidy program to encourage in-store consumption [3] - On September 23, Gaode announced a waiver of the one-year entry fee for all dining merchants, resulting in a 631% increase in new merchant registrations [3] - The "Street Ranking" has also released a TOP 100 restaurant list, with an average spending of 83 yuan, emphasizing affordability and attracting a wide range of consumers [3][4] Merchant Response and Impact - Over 2,000 dining establishments have displayed the "Street Ranking" signage, with some reporting a 30% increase in business after being featured [3][4] - During the National Day holiday, restaurants listed in the "Street Ranking" experienced long queues, indicating a surge in customer interest driven by the platform [4] - Gaode's management has committed to ongoing support for merchants, aiming to reduce operational costs while increasing customer traffic and digital opportunities [4]

Core Insights - The article highlights the significant impact of Gaode's initiatives on the restaurant industry, particularly through the "Street Scoring List" and the "Support Plan for Good Shops" which has led to a surge in merchant registrations and customer traffic [3][12][13] Group 1: Gaode's Initiatives - Gaode has launched a "Support Plan for Good Shops," providing over 1 billion yuan in subsidies and waiving annual registration fees for all restaurants, resulting in a 631% increase in merchant registrations [3][13] - The "Street Scoring List" has proven to be effective, with many small shops experiencing a traffic increase of up to 540% after being featured [4][11] Group 2: Merchant Benefits - Merchants on the "Street Scoring List" report an average business increase of 30%, with specific examples showing traffic growth of 300% to 540% for various restaurants [4][8] - The list provides daily exposure of 50 million to quality small shops, creating a fair competitive environment and helping merchants understand their customer base better [4][9] Group 3: User Engagement and Trust - The "Street Scoring List" is based on real user behavior, which enhances trust and credibility compared to traditional review platforms that often suffer from data distortion [7][9] - Gaode's approach integrates AI technology to analyze user actions, ensuring that the rankings reflect genuine consumer choices [9][10] Group 4: Market Position and Future Plans - Gaode's user base exceeds 1 billion, with daily active users surpassing 170 million, positioning it as a leading platform in the local service market [12] - The "Street Scoring List" will expand to 22 more cities, indicating Gaode's commitment to enhancing its service offerings and supporting local businesses [12][13]

Core Viewpoint - Alibaba's Gaode has announced a series of support measures for dining merchants, including waiving the annual membership fee for one year and providing traffic subsidies, dedicated customer service, and smart cash register services, aiming to reduce operational costs and increase business opportunities for merchants [1][6]. Group 1 - Gaode's initiative is part of a broader strategy to support dining merchants, following the launch of the "Gaode Street Ranking" and "Firewood Good Store Support Plan" just ten days prior [6]. - The "Gaode Street Ranking" aims to establish a new offline service credit system, while the "Firewood Good Store Support Plan" includes over 1 billion in travel and transaction subsidies to encourage consumer visits to stores [6]. - The move to waive the annual fee is seen as a competitive strategy against Meituan's Dianping, as it aims to attract more merchants to its platform [6]. Group 2 - The annual fee for merchants on Dianping varies from hundreds to thousands of yuan, depending on industry, location, and benefits, with basic services like store setup being free, while advanced marketing features require a paid subscription [6].

Core Insights - Alibaba's Gaode has announced a one-year waiver of entry fees for all restaurant merchants, along with various support services such as traffic subsidies, dedicated customer service, and smart cash register solutions [1][2] - The initiative aims to reduce operational costs for restaurant merchants while increasing customer traffic and digital opportunities [1] - This announcement follows the launch of the "Gaode Street Ranking" and "Smoke Fire Good Store Support Plan," which were introduced just ten days prior to further support the restaurant industry [1] Summary by Categories Company Initiatives - Gaode is providing free entry for restaurant merchants and will continuously update measures based on their actual needs to help them gain more business opportunities [1] - The "Gaode Street Ranking" aims to build a real offline service credit system, connecting consumers with well-managed restaurants [2] - The "Smoke Fire Good Store Support Plan" includes over 1 billion yuan in travel and transaction subsidies to encourage consumer visits to physical stores [1][2] User Engagement - Gaode has over 170 million daily active users, making it the largest map and travel app in China [2] - On the first day of the "Gaode Street Ranking" launch, user engagement exceeded 40 million [2]

Core Insights - Alibaba's Gaode has announced a one-year waiver of entry fees for all restaurant merchants, along with various support services such as traffic subsidies, dedicated customer service, and smart cash register systems [2] - The initiative aims to reduce operational costs for restaurant merchants while increasing customer traffic and digital opportunities [2] Support Measures - **Support One: Waiver of Store Fees** Restaurant merchants can start with zero burden, as the first-year store fee of up to 4,800 yuan is waived [6] - **Support Two: Traffic Subsidy** A traffic subsidy worth 1,000 yuan is provided to help attract customers, with additional incentives for sharing the entry [7] - **Support Three: Consumption Subsidies** The platform will issue over 9.5 billion yuan in consumption subsidies and 2 billion yuan in travel subsidies to boost customer flow during the Golden Week [8] - **Support Four: Smart Cash Register Upgrade** Free upgrades to smart cash register systems will be provided, allowing customers to make payments easily and enjoy discounts [8] - **Support Five: Dedicated Services** Online support services will be available to assist merchants [9] Recent Initiatives - On September 10, Gaode launched the "Gaode Street Ranking" and the "Smoke Fire Good Store Support Plan," aiming to create a new offline service credit system and encourage consumer traffic to physical stores [11] - The "Gaode Street Ranking" has over 1.7 million daily active users, with more than 40 million users on its first day, becoming the largest food and lifestyle ranking in China [11] - In the first week, restaurants listed in the "Gaode Street Ranking" saw a 187% increase in traffic [11]

Core Insights - Alibaba's Gaode has announced a significant initiative to support restaurant merchants by waiving the annual membership fee for one year and providing various support services such as traffic subsidies, dedicated customer service, and smart cash register solutions [1][3] Group 1: Support Measures for Restaurant Merchants - All restaurant merchants can now join Gaode for free for the first year, saving up to 4800 yuan in fees, which allows them to start with zero burden [5][6] - Gaode is offering a traffic subsidy worth 1000 yuan to help attract customers, with additional incentives for sharing the registration process [6] - The company has committed to providing over 10 billion yuan in subsidies to enhance the popularity of restaurants and encourage consumer visits [8] Group 2: Recent Initiatives - This announcement follows the launch of the "Gaode Street Ranking" and the "Firewood Good Store Support Plan," aimed at building a new offline service credit system and encouraging consumer spending in physical stores [3][8] - The "Gaode Street Ranking" has already seen over 40 million users on its first day, indicating strong consumer interest and engagement [8] - The first week of the "Gaode Street Ranking" saw a 187% increase in traffic for featured small restaurants, demonstrating the effectiveness of these initiatives [8]

Core Insights - Alibaba's Gaode has announced a one-year waiver of entry fees for all restaurant merchants, along with various support services such as traffic subsidies, dedicated customer service, and smart cash register solutions. This initiative aims to help merchants reduce operational costs while increasing customer numbers and digital opportunities [1][3]. Group 1 - Gaode's recent actions include the launch of the "Gaode Street Ranking" and the "Smoke Fire Good Store Support Plan," which are part of a broader strategy to support the restaurant industry [1][4]. - The "Gaode Street Ranking" aims to establish a new offline service credit system, connecting consumers with well-managed restaurants, while the "Smoke Fire Good Store Support Plan" offers over 1 billion in travel and transaction subsidies to encourage in-store consumption [4]. - Gaode's Daily Active Users (DAU) exceed 170 million, making it the largest map and travel app in China, with the "Gaode Street Ranking" attracting over 40 million users on its first day and a 187% increase in traffic for featured small restaurants in the first week [4].