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].

Core Insights - The article discusses Alibaba's launch of the "Gao De Street Ranking," a behavior-based ranking system aimed at enhancing the local consumption market and competing with Meituan and Dianping [1][2][4] Group 1: Gao De Street Ranking - Gao De Street Ranking is the world's first ranking based on user behavior, utilizing real actions such as navigation, search, and visits to generate scores, addressing the issue of fake reviews [1][3] - The ranking aims to create a healthy ecosystem by promoting genuine user experiences and discouraging the practice of artificially inflating ratings [1][4] - The scoring system incorporates both behavioral data (navigation, search, visits) and credit data (via Sesame Credit) to enhance the credibility of evaluations [5][10] Group 2: Strategic Intent - Alibaba's choice of Gao De is strategic, leveraging its high-frequency usage to penetrate the local consumption market, which has been dominated by Meituan and Dianping for years [2][16] - The integration of Gao De with other Alibaba services aims to create a seamless ecosystem that connects travel, dining, and shopping, enhancing user engagement [17][18] - The initiative reflects Alibaba's broader strategy to revitalize its local life services and drive traffic to its e-commerce platforms, particularly in light of slowing growth in its core business [18][19] Group 3: Competitive Landscape - The launch of Gao De Street Ranking is seen as a direct challenge to Meituan's established position in the local services market, with Gao De's user base significantly larger than that of Dianping [16][15] - Meituan has responded by enhancing its own review systems, indicating a competitive race to improve service quality and user trust in the local consumption space [14][15] - The effectiveness of Gao De's strategy in disrupting Meituan's dominance remains uncertain, as user habits and established content ecosystems will take time to shift [15][19]

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 ...

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies involved Core Insights - Alibaba is intensifying its offline services strategy through Amap's launch of the "Street Ranking," focusing on offline dining merchants and leveraging user behavior data for authenticity [1][11] - Amap's "Street Ranking" aims to create a full-cycle consumer journey from exploration to consumption, positioning itself as a key entry point for Alibaba's offline services [12][13] - The competitive landscape is shifting towards a duopoly between Meituan and Douyin, with Alibaba's re-entry potentially catalyzing a new phase of competition in local services [14][15] Summary by Sections Event - On September 10, 2025, Amap launched the "Street Ranking," covering food, hotels, and tourist attractions, emphasizing authenticity and non-commercialization [1][11] Commentary - Alibaba's strategy aims to integrate "to-home + to-store" services, utilizing Amap's strong user base and data capabilities to enhance its local services ecosystem [12][13] - Amap's daily active users (DAU) reached 186 million, significantly surpassing competitors, which enhances its distribution capabilities [13] Competitive Landscape - The local services market is evolving from Meituan's dominance to a Meituan-Douyin duopoly, with Alibaba's strategy potentially impacting market dynamics in the medium to long term [14][15] - Amap's differentiation lies in its use of authentic user behavior data and AI for scoring and recommendations, contrasting with competitors reliant on review systems [12][14]

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].

Core Viewpoint - The competition between Alibaba and Meituan in the local lifestyle service sector is intensifying, with Alibaba launching the "Gaode Street Ranking" to challenge Meituan's dominance in the dining and takeaway markets [3][4][5]. Group 1: Alibaba's Strategy - Alibaba has launched the "Gaode Street Ranking," which is based on user behavior rather than traditional metrics like likes or collections, focusing on repeat customers and avoiding commercialization [3][4]. - The "Gaode Street Ranking" covers over 300 cities and 1.6 million offline service providers, including more than 870,000 restaurants and 230,000 hotels [7]. - The initiative aims to leverage a differentiated credit system to penetrate Meituan's market share, utilizing AI to filter out false information and enhance user trust [7][10]. Group 2: Meituan's Response - On the same day, Meituan announced the "restart" of its quality takeaway service, aiming to enhance user engagement and improve merchant quality through AI and real user reviews [4][13]. - 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% [14][15]. - Despite the challenges, Meituan's active user base exceeded 500 million, and its in-store business saw over 40% year-on-year growth in order volume [14]. 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, while Meituan is offering 25 million quality takeaway vouchers [11][12]. - The competition is expected to evolve as both companies seek to create a closed-loop transaction and decision-making ecosystem in local services [10][11]. - Analysts suggest that while Gaode's new ranking system may disrupt Meituan, it will take time to build user trust and recognition [11].

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].