Core Viewpoint - The article discusses the launch of Gaode Map's "Street Scanning List," which is based on user behavior rather than subjective evaluations, aiming to create a healthier ecosystem in the local consumption market and challenge Meituan's dominance in the "to-store" consumption sector [1][3][4]. Summary by Sections Launch of the Street Scanning List - Gaode Map introduced the "Street Scanning List" on Alibaba's 26th anniversary, utilizing real user behaviors such as navigation, search, and visits to generate scores through AI models [1][3]. - The initiative is led by Gaode Map's CEO, Guo Ning, and aims to address the issue of fake reviews prevalent in traditional evaluation systems [1][4]. Strategic Intent and Market Positioning - Alibaba's choice of Gaode is strategic, leveraging its "super entrance" value to penetrate the local consumption market, which has been dominated by Meituan and Dianping for over a decade [3][11]. - The company is refocusing on local life services, with Gaode's high-frequency usage expected to drive new growth in the "to-store" market [3][12]. Innovation in Evaluation Methodology - The "Street Scanning List" emphasizes real user actions, such as repeat visits and dedicated trips, to assess restaurant popularity, contrasting with the low-barrier UGC evaluation model of Dianping [4][5]. - The scoring system combines behavior data and credit ratings, enhancing the credibility of evaluations through AI and the Sesame Credit system [5][11]. Potential Impact on Consumer Behavior - The introduction of the list may reshape consumer habits by integrating various services like ride-hailing, ranking, and navigation into a cohesive ecosystem, potentially disrupting Dianping's market position [9][10]. - Gaode's integration with its AI travel assistant allows users to access the list seamlessly, enhancing user experience [10]. Competitive Landscape - Meituan has responded by revamping Dianping's quality takeout service, indicating a competitive pushback against Gaode's new offering [10]. - Despite Gaode's advantages, experts express skepticism about its ability to significantly challenge Meituan's established presence in the local life sector [10][11]. Broader Strategic Goals - Alibaba's overarching strategy involves integrating various local life services under a unified framework, with Gaode positioned as a key player in this ecosystem [11][12]. - The company aims to leverage high-frequency scenarios to drive traffic to its other platforms, addressing the saturation in home delivery services [12][13].

Core Insights - Gaode aims to shift user inquiries from navigation to recommendations for dining options, indicating a strategic pivot towards enhancing local lifestyle services [1][2] Group 1: Gaode's New Initiatives - Gaode launched the "Gaode Street Ranking" to provide comprehensive merchant ratings, directly competing with Meituan's Dazhong Dianping [2][3] - The project was initiated in June 2023 under CEO Guo Ning's leadership, with a focus on maintaining high confidentiality during development [2][3] - Gaode's previous attempts to enter the local lifestyle market began in 2020, but the integration of its services has faced challenges, particularly with the merger of Koubei into Gaode [3][12] Group 2: Competitive Landscape - Meituan has responded by revamping its Dazhong Dianping platform to enhance quality takeout services, indicating a fierce competitive environment [2][9] - The ongoing battle between Alibaba and Meituan in the food delivery sector has now extended to in-store services, with both companies investing heavily to capture market share [9][13] - Other players like JD.com and Douyin are also entering the local lifestyle market, intensifying competition and diversifying the landscape [13][14] Group 3: Operational Challenges - Gaode's operational capabilities in managing merchant relationships and service delivery have been criticized, impacting its competitive edge against Meituan [11][12] - The integration of AI technology is seen as a potential solution to enhance user experience and operational efficiency, with Gaode aiming to leverage its large user base for data-driven insights [5][7] - The success of Gaode's new initiatives will depend on its ability to build a robust operational framework and effectively collaborate with other Alibaba services [12][14]

Core Viewpoint - Gaode Map has launched the "Gaode Street Ranking," the world's first ranking based on real user behavior, marking a significant shift towards integrating local life services with e-commerce [1][21]. Group 1: Gaode's Strategic Shift - Gaode is transitioning from merely directing traffic to stores to facilitating actual transactions, allowing tool-based apps to monetize effectively [3][4]. - The app boasts a substantial user base with 186 million daily active users and 800 million monthly active users, indicating its critical role in users' travel and consumption decisions [4][5]. - Gaode's integration of "location-based e-commerce" aligns with Alibaba's broader ecosystem, enhancing connectivity across various services like e-commerce, payment, and logistics [5][6]. Group 2: The "Street Ranking" and Its Unique Features - The "Street Ranking" is distinguished by its evaluation system based on actual user behavior rather than subjective reviews, utilizing a three-layer firewall of behavior data, Sesame Credit, and AI risk control to ensure credibility [11][14]. - The ranking system reflects real merchant popularity through metrics like "Tire Wear Ranking" and "Returning Customer Ranking," providing a more accurate representation of consumer preferences [11][12]. - High credit users' evaluations carry more weight, enhancing the reliability of the ranking system and promoting a fair competitive environment for businesses [13][14]. Group 3: Implications for the Local Service Industry - The introduction of the "Street Ranking" aims to address the issues of "review inflation" and "fear of negative reviews" in the local service industry, transforming "real" into a tradable and valuable asset [16][18]. - Gaode's model is expected to expand beyond dining to other sectors like hotels and tourism, fostering a healthier ecosystem by rewarding genuine consumer behavior [18][19]. - The overarching goal is to convert user behavior data into a foundational element for a comprehensive consumption platform, enhancing the overall service quality in the industry [18][19]. Group 4: Future Outlook - The launch of the "Street Ranking" signifies a shift from traditional traffic-driven strategies to a focus on a credit-based system, potentially rewriting the rules of online and offline commerce [21]. - As the industry evolves, Gaode's approach may lead to a more integrated commercial landscape, where verified consumer actions replace superficial metrics [21].

Core Viewpoint - The upcoming competition between Alibaba and Meituan in the local service sector is expected to be the most intense in the past decade of the Chinese internet, particularly with the launch of Gaode's "Street Ranking" product aimed at reshaping the evaluation system for offline services [1][21]. Group 1: Market Dynamics - Gaode's launch of the "Street Ranking" is seen as a strategic move to enhance its presence in the local service market, leveraging its 170 million daily active users (DAU) to create a super entry point for lifestyle services [1][4]. - The competition is not just about food delivery but encompasses a broader battle for market share in local services, with Meituan's business model relying heavily on high-margin in-store and travel services [3][4]. - The outcome of this battle could significantly reshape the competitive landscape of the Chinese internet industry, moving from a previously polarized market to a more diversified one with multiple strong players [4][21]. Group 2: Financial Insights - Meituan's 2021 financial report indicated that its food delivery business had a profit margin of only 6.4%, while its in-store and travel services boasted a much higher profit margin of 43.3% [6][7]. - In 2024, Meituan's core local business revenue is projected to grow by 20.9% year-on-year, reaching RMB 250.2 billion, with operating profit increasing by 35.4% to RMB 52.4 billion [8][9]. - The global average operating profit margin for major food delivery platforms is only 2.2%, highlighting the low profitability of the food delivery sector compared to in-store services [6][8]. Group 3: Strategic Implications - If Alibaba succeeds, it could integrate various local services into a unified credit system based on real consumer behavior, significantly reducing decision-making costs for consumers [4][19]. - Conversely, if Meituan prevails, it would solidify its dominant position in local services, demonstrating the sustainability of its high-frequency, high-commitment business model [4][12]. - The competition is characterized as a cognitive and psychological battle, where both companies aim to influence consumer decision-making and establish a new credit system for offline consumption [17][27]. Group 4: Competitive Landscape - The rivalry is expected to be less about aggressive cash-burning strategies and more about establishing a new consumer mindset and experience [27][34]. - Both companies are likely to emerge as winners in different aspects, as the competition fosters innovation and efficiency in the local service market [21][25]. - The battle will test each company's ability to adapt and respond to market changes, with Alibaba's recent strategic focus on cloud and AI infrastructure enhancing its competitive edge [10][24].

Core Viewpoint - The upcoming competition between Alibaba and Meituan in the local service market is expected to be the most intense in the past decade, with Alibaba's Gaode launching the "Street Scanning List" to enhance its offline service evaluation system and establish itself as a super entry point for lifestyle services [1][3]. Group 1: Market Dynamics - The competition in the food delivery sector is seen as part of a broader battle in instant retail, where the real strategic value lies in the rich consumption scenarios behind the high traffic and frequency of food delivery [2][3]. - The battle for local services, particularly in dining and travel, represents a critical phase where Alibaba is directly challenging Meituan's core business model [3][4]. Group 2: Potential Outcomes - If Alibaba wins, it could integrate various service sectors into a consumer-based evaluation and credit system, enhancing consumer convenience and driving growth in physical consumption [4]. - A victory for Meituan would solidify its dominance in local services and validate its business model, which is difficult to replicate, thus maintaining the economic scale benefits of its delivery model [4][5]. Group 3: Future Market Structure - The competition may not lead to a "kill or be killed" scenario like the previous "thousand group war," but rather a multi-strong market structure where multiple players, including Alibaba, Meituan, JD, and Tencent, can coexist [5].

今年以来，阿里重投本地生活，在不久前的财报会议上，阿里电商事业群CEO蒋凡透露，淘宝闪购显著带动了手淘整体用户规 模和活跃度。此次通过高德带动的"到店"市场，也许会成为新的增量。 重构榜单 借高德撬动万亿到店消费 21世纪经济报道记者董静怡 杭州报道 9月10日，在阿里巴巴成立26周年之际，阿里旗下高德地图宣布推出全球首个基于用户行 为产生的榜单"高德扫街榜"。 与传统榜单依赖主观评价的模式不同，扫街榜以导航、搜索、到店、收藏等真实行为作为核心指标，再通过AI模型驱动计算得 出分数，直指行业"刷好评"的痛点。 高德地图CEO郭宁在发布会上表示，高德扫街榜希望营造"良币驱逐劣币"的健康生态，"高德扫街榜永不商业化。" 据了解，这个项目在6月底内部正式立项，由郭宁直接领导，"完全是一个0到1的产品。"高德扫街榜产品经理李刚向21世纪经济 报道记者表示。 但阿里的野心远不止于做一个榜单。 阿里选择高德并非偶然，是对其"超级入口"价值的再次挖掘。背后意图非常明确：以出行场景为切入口，杀入美团大众点评牢 牢掌控十余年的"到店"消费市场。 "高科技不光是追逐星辰大海，更要呵护人间烟火。"郭宁在发布会上表示。这句话源自阿里 ...

Core Insights - Alibaba and Meituan are shifting their strategies towards a focus on trust and quality, moving away from aggressive spending and competition in the local services market [1] Group 1: Alibaba - Alibaba's Gaode Map launched a "Street Scanning List" based on 1.3 billion navigation trajectories and 22.8 billion kilometers of travel, filtering through 1.18 million stores to create a reputation list based on consumer behavior [1] Group 2: Meituan - Meituan announced the revival of its "Quality Takeaway" service and is distributing consumer coupons, indicating a strategic pivot towards enhancing customer trust and service quality [1] Group 3: Industry Trends - The competitive landscape between Alibaba and Meituan is entering a more rational phase, with both companies emphasizing quality and consumer trust over previous aggressive spending strategies [1]

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， ...

本地生活战场的终局，可能不再是"APP工厂"的无限"内卷"，而是"超级AI助理"的智慧对决。 特约评论员 陈白 互联网平台围绕本地生活的竞争，开始从外卖延伸到了到店。 在阿里巴巴 9 月 10 日公司周年庆这一天，高德宣布推出 "高德扫街榜"，主要分为美食、酒店、景区三 类，尤其以线下餐饮商家的榜单为主。据媒体报道，在AI地图能力的基础上，高德扫街榜的排名主要 纳入四个因子：导航到店的人数、复购率、专程前往、人群宽度。 就在同一天，美团宣布大众点评将正式"重启"品质外卖服务，将通过B端自研大模型，结合海量真实评 价数据分析用户需求，进一步剔除非真实点评数据，以"AI+真实高分"为用户提供可靠决策。 过去二十年，在本地生活这块最贴近民生的商业领域，经历了无数轮激烈的竞争缠斗。 传统的解决方案是UGC（用户生成内容），即大众点评开创的"评价+星级"模式，这个模式在早期极大 地解决了信息差，后来逐渐成为普遍认可的品质标准。但随着商家的激增，UGC内容也开始出现了一 些争议，平台也在持续发力进行打击以保障大众用户口碑。 这个时候，AI为平台带来了更多元的解题思路。AI更核心的作用在于"理解"和"提炼"。海量的真实评价 ...

中国电子 China (Overseas) Technology 阿里加码到店业务，高德扫街榜发布 Alibaba doubles down on offline services with Amap Street Ranking 姚书桥 Barney Yao 吴叡霖 Louis Ng barney.sq.yao@htisec.com louis.yl.ng@htisec.com [Table_yemei1] 热点速评 Flash Analysis [Table_Title] 研究报告 Research Report 10 Sep 2025 事件 2025 年 9 月 10 日，高德地图正式上线"高德扫街榜"，涵盖美食、酒店、景区三大类，尤其聚焦线下餐饮商家。榜 单依托高德的导航、搜索、收藏、打卡等行为数据，结合复购率、专程前往、人群宽度等因子，并引入芝麻信用 加权，强调"真实、不可刷分"，并承诺永不商业化。此外，高德同步推出"烟火好店支持计划"，计划投入超 10 亿 元补贴，为线下商家带来日均 1000 万客流。 点评 到店战略再启，补齐本地生活生态版图。继 2024 年 Q2 淘宝闪购切入即时配送并进入外 ...