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“要全面开战了”,阿里美团激战升级
Di Yi Cai Jing Zi Xun· 2025-09-10 08:51
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].
“要全面开战了”,阿里美团激战升级
第一财经· 2025-09-10 08:42
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" ...
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
Core Viewpoint - Alibaba has officially launched its new product "Gaode Street Ranking," which is based on user behavior and credit scoring, aiming to enhance local service offerings and compete with Meituan's Dazhong Dianping [3][4][12]. Group 1: Product Launch and Features - "Gaode Street Ranking" is prominently displayed on the Gaode App homepage and includes categories such as "Top Scholars," "Street Ranking," "Popular Check-ins," and "City Guide" [3][7]. - The ranking system under "Top Scholars" features lists like "Must-Eat Foods," "Must-Visit Attractions," and "Must-Stay Hotels," while "Street Ranking" includes categories like "Local Favorites" and "Tire Wear Ranking," with daily updates based on dynamic data [8][10]. - The product aims to provide a reliable ranking system by incorporating the Alipay Sesame Credit system to calibrate user ratings, thus preventing score manipulation [4][16]. Group 2: Competitive Landscape - The launch of "Gaode Street Ranking" is seen as a strategic move to counter Meituan's Dazhong Dianping, which recently announced a revival of its quality takeaway service [4][11][17]. - Both companies are engaged in an escalating competition in the local service sector, focusing on technology empowerment and content authenticity [11][17]. Group 3: User Engagement and Incentives - Gaode has initiated a "Support for Local Good Stores" program, offering over 1 billion yuan in subsidies to drive foot traffic to offline dining and service industries, with an aim to attract 10 million customers daily [10]. - The platform plans to distribute 950 million yuan in consumer vouchers to encourage users to visit local businesses, covering costs entirely by the platform [10].
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
Core Insights - Alibaba has officially launched its first behavior and credit-based ranking product, "Gaode Street Ranking" [2][4] - The launch of "Gaode Street Ranking" is seen as a strategic move to compete with Meituan's Dianping in the local service sector [5][9] - The ranking system aims to reflect genuine user choices and will incorporate Alipay's Sesame Credit system to ensure the credibility of user evaluations [9][13] Summary by Categories Product Launch - "Gaode Street Ranking" is prominently featured on the homepage of the Gaode app and includes categories such as "Top Scholars," "Street Ranking," "Popular Check-ins," and "City Guide" [2][4] - The ranking will be updated daily based on dynamic data, with specific categories highlighting different types of user behaviors [5] Competitive Landscape - The launch coincides with Meituan's announcement to "restart" quality takeout services on Dianping, indicating an ongoing competitive rivalry between Alibaba and Meituan in the local service market [2][8] - Both companies are enhancing their platforms to improve content authenticity and user experience, with Alibaba focusing on technology and consumer services as key strategic opportunities [8][9] User Engagement and Trust - To prevent score manipulation, "Gaode Street Ranking" will require user authorization to integrate the Sesame Credit system, which will serve as a calibration factor for merchant ratings [9][13] - The initiative aims to address concerns over the reliability of traditional ranking systems, which have been criticized for being susceptible to biased reviews and manipulation [9][13] Financial Incentives - Gaode has initiated a "Support for Good Shops" program, allocating over 1 billion yuan in subsidies to drive foot traffic to offline dining and service businesses [7] - The platform will also distribute 950 million yuan in consumer vouchers to encourage users to visit featured shops, covering all associated costs [7]
阿里美团激战升级!高德10亿补贴杀入“到店”榜单,点评“重启”品质外卖
Di Yi Cai Jing Zi Xun· 2025-09-10 08:23
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]
高德携10亿补贴杀入本地生活,阿里系战火升级
Sou Hu Cai Jing· 2025-09-10 08:22
Core Insights - Alibaba's launch of the "Gaode Street Ranking" marks a significant move in the local lifestyle market, aiming to leverage its extensive user base and financial resources to enhance offline consumer engagement [2][6][20] Group 1: Gaode's Strategy and Offerings - Gaode has announced a substantial subsidy plan of 11.5 billion, indicating a strong commitment to driving user engagement and foot traffic to offline businesses [2][4] - The "Gaode Street Ranking" is based on real user behaviors, including navigation, search, and visit data, ensuring authenticity without commercial interference [4][10] - The ranking currently covers over 300 cities and includes 1.6 million businesses, showcasing a wide reach and diverse offerings [4][10] Group 2: Market Dynamics and Competition - The local lifestyle service market is becoming increasingly competitive, with players like Meituan and emerging platforms like Douyin and Xiaohongshu intensifying the battle for market share [9][11][20] - Taobao Shanguo has rapidly gained traction, achieving a peak daily order volume of 1.2 billion, significantly altering the competitive landscape [8][20] - The shift towards a data-driven approach in evaluating businesses is crucial, as users seek genuine reviews amidst a sea of marketing noise [10][18] Group 3: Future Outlook - Gaode aims to attract 10 million consumers daily to offline services, indicating ambitious growth targets and a focus on integrating online and offline experiences [6][20] - The collaboration potential between Gaode, Ele.me, and Taobao Shanguo suggests a strategic alignment to create a comprehensive local service ecosystem [6][20] - The ongoing competition and evolving strategies highlight the importance of timing and market positioning in achieving success in the local lifestyle sector [18][20]
大众外卖 高德点评?阿里美团又开新战场
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 ...
高盛:对美团-W本地服务领导地位充满信心 维持目标价144港元
Zhi Tong Cai Jing· 2025-09-08 02:22
Core Viewpoint - Goldman Sachs expresses confidence in Meituan-W (03690) maintaining its leadership position in the expanded Total Addressable Market (TAM) for local services, anticipating a gradual normalization of food delivery subsidies by 2026. The target price is set at HKD 144 with a "Buy" rating [1]. Group 1 - The main focus of investors is on the latest competitive landscape in food delivery and Meituan's unique positioning [1]. - There is significant interest in the competition and profit margin trends in the in-store business [1]. - Growth and profitability prospects for instant retail are also key areas of investor attention [1]. Group 2 - The expansion and investment scale of Keeta is a point of interest for investors [1]. - The company's AI strategy is under scrutiny as part of its future growth potential [1]. - Investors are monitoring the situation regarding the narrowing losses of new business ventures [1].