从流量巨头到出行龙头，各大平台纷纷跨界切入团购、外卖之外的生活服务赛道，背后是万亿级本地生活市场的巨大吸引力，也是流量红利见顶后对存量 价值的争夺。相较于高度内卷的即时配送赛道，家政、招聘、装修、养车等低频高客单价的生活服务，正成为巨头们眼中的新蓝海。 巨头们争相涌入，正在彻底改变普通人的日常生活服务，也让本地生活服务市场的竞争格局愈发复杂和激烈。 01 快手、滴滴双双入局 本地生活服务赛道的竞争版图正在被重新改写。 继美团、抖音等玩家站稳脚跟后，快手与滴滴两大巨头也加快了进场节奏，分别基于自身优势领域出发，向家政、招聘等生活服务细分场景渗透。 Tech星球了解到，快手正筹备推出名为"快手圈圈"的独立App，这款产品明确聚焦生活服务信息平台，核心覆盖招聘、家政等民生刚需领域。 Tech星球独家获悉，快手将推出"快手圈圈"App，据消息人士透露，该产品是一个生活服务信息平台，包含但不限于招聘、家政等服务，可以看作是快手 版的58同城。无独有偶，滴滴也已在其滴滴出行App上线家政/搬家等独立入口，进一步深入生活服务领域。 不难看出，本地生活服务赛道的战火，早已跳出团购与外卖的传统疆域，蔓延至更广阔的民生服务场景。 ...

对于不少老字号而言，登上高德扫街榜是一场"意外的惊喜"，它们未曾主动运营，却因消费者的 真实选择被推至台前。 高德扫街榜百日，6.6亿人用脚投票的一场新消费试验 作者：王子阳 封图：图片资料室 "感觉我们的坚持被真实地看见了。"在贵阳深巷中的玉珍酸笋火锅店，运营负责人陈家贤指着榜 单上"店铺1年内吸引了食客专程用导航超过123536公里前来"的数据说。 近期，这家同时登上高德扫街榜"状元榜"与"烟火小店榜"的火锅店，上榜后日均排队满号时间从 过去的5-6小时缩短至1-2小时，30-40岁的高客单人群显著增多。 玉珍酸笋火锅店是一个缩影。从2025年9月至今，高德扫街榜上线百日，用户破6.6亿，增速迅 猛。1月7日，高德扫街榜围绕数字、信任、科技实现全面升级。在算法推荐与营销泛滥的时代， 高德如何赢得新的信任？ 从老字号到"反骨"小店 拥有30年历史的北京餐饮标杆金鼎轩副总经理王建彪发现，在凭借一组"一年内食客为探访该店而 专程导航的总里程高达34万余公里"的数据登上高德扫街榜北京粤菜榜后，门店在国庆期间迎来了 贵阳玉珍酸笋火锅 客流40%的显著增长。"有高达六成的新增顾客会主动提及通过榜单慕名而来。"王建彪说 ...

Group 1 - Beijing Universal Resort is launching the "Universal China Year" event from January 23 to March 3, featuring a blend of traditional Chinese New Year elements with international theme park experiences [2] - The event aims to stimulate seasonal consumer demand and enhance brand emotional connection by integrating local cultural elements with proprietary intellectual properties [2] - This strategy effectively activates off-peak visitor traffic and encourages secondary consumption and surrounding sales, highlighting the importance of cultural resonance in increasing user engagement and purchase frequency [2] Group 2 - ZhiMi Technology showcased its "whole-home smart ecosystem" at CES 2026, featuring a range of smart products including appliances, cleaning devices, and personal care items [3] - The company introduced groundbreaking innovations such as embodied smart vacuum cleaners and lawn mowers, emphasizing the role of embodied intelligence technology in transforming interactions between smart devices and the real world [4] Group 3 - Gaode's "Street Ranking" feature has attracted 860,000 new merchants within 100 days of its launch, with merchant order volume increasing by over 330% and revenue by over 270% [5] - The user base for Gaode's Street Ranking has surpassed 660 million, contributing to a monthly increase of 46 million active users, bringing the total to 996 million [5] - The differentiated operation of the credit system in the Street Ranking is helping Gaode capture market share and redefine the local service entry logic [6]

Core Insights - Gaode has upgraded its "Street Ranking" product by introducing "Flying Street View," dynamic lifestyle service rankings, and a friend dynamic feature, aiming to build a "space + content + social" local life service ecosystem [1][3][6] Group 1: Product Upgrades - The upgrades include the launch of the world's first "Flying Street View," which provides realistic navigation and store exploration, enhancing user experience before visiting restaurants or attractions [3][5] - A new dynamic lifestyle service ranking has been introduced, leveraging data from Gaode's 1 billion users and 290 million daily behavior sequences to create seasonal and regional rankings [3][5] - The scope of the rankings has expanded to include various lifestyle interests, generating 1,550 category rankings alongside 6,553 seasonal rankings [5][6] Group 2: Market Positioning and Strategy - Gaode is transitioning from a navigation tool to a comprehensive local life platform, responding to changing user needs and the increasing demand for intelligent local life assistance [7] - The introduction of friend relationships aims to enhance user interaction and trust in consumption decisions, leveraging social attributes to increase user engagement and platform stickiness [6][7] - The competitive landscape of local life services is evolving, focusing on traffic, content, ecosystem, and experience, with Gaode aiming to establish a strong user entry advantage and credible data and recommendation mechanisms [6][7] Group 3: User Growth and Engagement - The user base of the Street Ranking has surpassed 660 million, with Gaode's app gaining 46 million new monthly active users, bringing the total to 996 million [7]

这意味着，扫街榜这一产品在体量上，已经有了庞大的用户和商家基础。不仅激发线下经济，也在助推高德突破流量天花板：根据QuestMobile数据， 2025年10月，高德APP月活跃用户数（MAU）逼近10亿大关，达到9.96亿，短短一个月内新增了近4600万月活用户。 在"种草"可能被异化为"割草"，好评也可以被量产的时代，高德扫街榜选择了一条最笨、也是最难的道路：摒弃流量思维，以真实行为为核心逻辑，做现 实世界的忠实映射。事实证明，在当下，真实恰恰是扫街榜最大魔力，近半数中国人"用脚投票"出来的选择，打开了通往烟火经济的入口。 今天，随着扫街榜2026正式发布，高德以真实数据为基础，利用海量时空数据积累和"世界模型"，围绕数字、信任、科技全面进化，继续向传统本地生活 市场发起一场变革。 真实重构信任 老北京胡同里的"隐形"小店，曾是城市商业难以触达的末梢。 道路狭窄、地形复杂、停车困难等物理空间的限制，让许多坚守传统手艺的"苍蝇馆子"难以被发现。在店里忙活了十多年的店长刘师傅，是"锅儿挑"面馆 的掌勺大厨，这家藏在北京雍和宫附近五道营胡同深处的小店，至今还保留着老北京人"面条出锅不过水"的地道吃法。 刘师傅守 ...

高德正在从地图走向本地生活超级入口。1月7日，高德发布扫街榜2026并公布百日成绩单，会上，高德 披露，上线100天，高德扫街榜累计用户规模已突破6.6亿，有超86万商家主动入驻。 "用脚投票" "上线高德扫街榜以后，店里的客人很快从每天大约二十来桌变成了三十来桌。"在北京，雍和宫附近的 五道营胡同里，锅儿挑面馆在纵横交错的胡同里开了13年，位置"不好找"、停车"不方便"让这家老面馆 常接待的都是熟客，但在上线高德扫街榜后，店长刘师傅发现了变化。 高德扫街榜2025年9月10日上线，成为阿里在本地生活"到店"领域的关键落子。上线首日，高德扫街榜 用户规模便超过4000万人，到2025年10月，扫街榜日均活跃用户数已突破7000万。在移动互联网用户增 长整体趋缓、头部应用格局看似固化的今天，这一增长堪称"现象级"。 变化来自一张海报，锅儿挑面馆在"高德扫街榜·烟火小店榜"上榜，高德为这家店找到了一个相当直观 的数字标签："食客导航总里程超7576公里"。 高德扫街榜是如何完成突围的？在本地生活的复杂战事中，"用脚投票"的新故事正在发生。 这是高德扫街榜推出后，对过去本地生活点评体系的一次"颠覆"，以到店行为作为 ...

智通财经APP获悉，兴业证券发布研报称，2025年全A涨幅的27.65%中，盈利贡献5.29%，估值贡献20.44%，股息贡献1.91%。从一级行业来看，盈利成为 决定2025年各行业表现的"分水岭"。涨幅居前的有色、AI硬件(通信、电子)、新能源、机械等，盈利均有较多贡献。而涨幅靠后的消费、地产链、红利 等，也基本上均由盈利拖累。二级行业看，涨幅居前的二级行业盈利贡献大多为正，而军工(航天装备、地面兵装、军工电子)、冶钢原料、装修装饰盈利 贡献为负，主要受估值驱动。 兴业证券主要观点如下： 2025年全A涨幅的27.65%中，盈利贡献5.29%，估值贡献20.44%，股息贡献1.91%。 A股二级行业看，涨幅居前的二级行业盈利贡献大多为正，而军工(航天装备、地面兵装、军工电子)、冶钢原料、装修装饰盈利贡献为负，主要受估值驱 动。涨幅落后的二级行业盈利贡献大多为负，而非白酒、乘用车、轨交设备、通信服务、房地产服务、白色家电、汽车服务盈利贡献为正，主要受估值拖 累。 2025年恒生综指涨幅的30.98%中，盈利贡献-1.2%，估值贡献28.99%，股息贡献3.2%。 A股一级行业来看，盈利成为决定2025年各行 ...

Core Insights - Gaode is transitioning from a mapping service to a local life super entrance, with the launch of the Gaode Street Ranking 2026 marking a significant milestone in this evolution [1][10] - The Gaode Street Ranking has achieved a cumulative user base of over 660 million and attracted more than 860,000 merchants within 100 days of its launch [1][7] User Growth and Engagement - The Gaode Street Ranking was launched on September 10, 2025, and saw its user base exceed 40 million on the first day, reaching an average of 70 million daily active users by October 2025, showcasing a "phenomenal" growth amidst a slowing mobile internet user growth trend [3][7] - The average revenue of the 860,000 merchants that joined the platform increased by over 270% [7] Market Positioning and Strategy - The Gaode Street Ranking disrupts the traditional local life review system by focusing on actual store visits as a core reference, thus allowing lesser-known but quality establishments to gain visibility [7][10] - The ranking system is based on user behavior and credit, utilizing AI capabilities to filter out false information, thereby enhancing the credibility of the rankings [7][10] Technological Advancements - The upgrade to Gaode Street Ranking 2026 includes 6,553 dynamic seasonal rankings and 1,550 category rankings, expanding its coverage to global listings across over 200 countries and regions [11][14] - New features such as friend dynamics and AR capabilities for immersive navigation are set to enhance user experience and engagement [13][14] Industry Implications - The Gaode Street Ranking is positioned to address the challenges of declining traffic dividends and increasing user trust issues in the local life service market, aiming to reshape the consumption credit system and growth logic [15] - By leveraging its extensive spatial data and AI infrastructure, Gaode is establishing a competitive edge in the local life service sector, potentially tapping into a trillion-dollar real consumption market [10][14]

Core Viewpoint - Gaode is enhancing its penetration in the local life service sector through the upgraded "Street Ranking" product, leveraging its map data and traffic advantages to find differentiated paths in the local life market [1] Group 1: Product Development - Gaode's "Street Ranking" has been upgraded to include the "Flying Street View" feature, which is the first application of its self-developed world model technology in the life service industry, providing users with a continuous dynamic navigation experience from street view to in-store [1] - The "Flying Street View" allows users to preview restaurant environments and nearby parking details before arriving at their destination, enhancing the "real scene exploration" experience [1] Group 2: Merchant Engagement - Gaode aims to lower the entry barrier for merchants by allowing them to create their own "Flying Street View" by simply uploading videos and photos taken with their smartphones, with plans to provide this service for free to 1 million small and micro merchants [2] - The initiative is part of a broader strategy to enrich Gaode's content ecosystem and convert online traffic into offline transactions, with partnerships already initiated in cities like Shanghai, Sichuan, and Jinan [2] Group 3: User Growth and Engagement - Gaode's app has seen a significant increase in monthly active users (MAU), reaching 996 million, with a monthly addition of 46 million users, driven by the "Street Ranking" feature [2] - Within 100 days of the "Street Ranking" launch, 860,000 new merchants joined the platform, with a more than 330% increase in order volume and over 270% growth in revenue for these merchants [2] Group 4: Competitive Landscape - The local business competition is intensifying, with competitors like Meituan leveraging ground teams and fulfillment capabilities, while Douyin uses short video content to penetrate the market [3] - Gaode is attempting to utilize its map as a foundational infrastructure to combine user location, real-time traffic, and consumer reviews, aiming to guide consumer choices while planning routes [3] - The introduction of "Flying Street View" and AR features is intended to enhance user experience and attract more merchant resources amid fierce market competition [3]

Group 1 - The core viewpoint of the news is that Dazhong Dianping has significantly increased its user engagement and evaluation volume, with a total of nearly 450 million new authentic reviews in the past year, representing a 35% year-on-year growth [1] - The total user base for sharing reviews and check-ins has grown by nearly 40%, with check-in users increasing by 45% and review authors by nearly 30% [1] - The evaluation growth is most pronounced in the food, leisure, and beauty categories, with food merchants, particularly "smoky small shops," seeing an 80% increase in review volume [1] Group 2 - The increase in evaluation and check-in users is attributed to the company's investment in "local life information infrastructure," which enhances the accuracy and timeliness of merchant information [2] - The company has invested hundreds of billions since its inception and plans to invest at least 3 billion over the next five years to enhance information verification capabilities globally [2] - Dazhong Dianping aims to improve user experience through features like "voice reviews" and various user incentive programs, which have contributed to the steady growth of its evaluation ecosystem [2] Group 3 - According to QuestMobile, Dazhong Dianping's user growth rate reached 28% year-on-year as of September 2025, making it the leading local life app [3] - The company emphasizes its commitment to providing accurate and timely information to enhance user experience and encourage sharing of authentic reviews and check-ins [3] - Dazhong Dianping plans to reflect the actual operational levels of merchants online based on user reviews and check-in data, helping more "good places" to be recognized [3]