Core Insights - Offline dining merchants have unexpectedly become the focal point in this year's local lifestyle competition, with the launch of Gaode's "Street Scanning List" injecting new vitality into the market [1][3][6] Group 1: Market Dynamics - Gaode's "Street Scanning List" has attracted over 400 million users within 23 days of its launch, indicating strong market acceptance and user engagement [6][7][9] - During the recent National Day and Mid-Autumn Festival holidays, Gaode drove over 100 million customer visits to offline dining establishments, showcasing its impact on consumer behavior [3][6] - The competition between Gaode and Meituan is not just about market share but represents a broader battle for establishing a new infrastructure for local services [5][11] Group 2: Consumer Behavior and Trends - The "Street Scanning List" and similar recommendation systems are evolving into essential infrastructure, akin to logistics and payment systems, enhancing the commercial and social value of local dining experiences [5][10][11] - The rise of small local eateries during the holidays reflects a shift in consumer preferences towards authentic dining experiences, with over 70% of popular dining spots seeing a more than 200% increase in traffic compared to pre-holiday levels [3][10] Group 3: Competitive Landscape - The competition in the local lifestyle market is characterized by a focus on building a reliable credit system for offline services, with both Gaode and Meituan striving to differentiate themselves through technology and algorithmic capabilities [9][12][14] - The ongoing battle for consumer trust and credibility in the evaluation of local dining options is central to the competition, as establishing a trustworthy credit system is crucial for market leadership [12][13][14]

各大平台围绕本地生活，尤其是到店餐饮业务的动作，越来越多了。 2024年，抖音本地生活宣布GMV 突破 3000 亿，并加大餐饮板块扶持；快手加大同城团购，对下沉市场商家尤其有吸引力；小红书同年上线"同城"和"附 近"入口，推动本地商户在站内做长尾流量。 到了2025年，高德赶在国庆前推出了"扫街榜"，以用户搜索、导航到店、收藏等行为数据为基础，对美食、景点和酒店等商家进行综合评分排名；小红书 推出了本地生活订阅会员服务"小红卡"，用户花168元购买年卡后，可以在精选门店中享受9折优惠。 餐饮商家也闻风而动，把目光投向不同的平台。 除了大众点评，一些商家在店铺开业前就在小红书造势引流，一些商家把目光放在了抖音直播团购，还有一些商家更重视私域的运营。 我们很好奇，为什么会有这样的变化？在大众点评、小红书和抖音上，餐饮商家的营销效果分别是怎么样的？我们采访了不同地区、不同类型的商家和相 关从业者，试图探究一二。 餐饮商家，不再"独宠"大众点评 通过到店餐饮业务，平台连接了商家和消费者，一边帮商家引流拉新，一边帮消费者找店。 根据浙商证券研究所的报告，2023年到店餐饮业务的线上化渗透率约为10%，市场空间广阔。而 ...

这个假期，美食之城"以食引客"，大批游客以美食为锚，跟着"必吃榜"走进街头巷尾。美团、大众点评 数据显示，假期中，"必吃榜"热门城市前10分别为上海、北京、广州、成都、杭州、苏州、天津、南 京、深圳、武汉，宝藏美食小城前10分别为南昌、泉州、珠海、湖州、汕头、南通、嘉兴、台州、扬 州、绍兴。此外，9月以来，美团和大众点评中"本地人推荐""本地特色"等关键词搜索量同比上升 438%。 美团旅行数据显示，"深度体验"的游客数量较2024年同期增长50%以上，沈阳洗浴、扬州三把刀、成都 茶馆非遗演出、大理扎染等富有城市特色的体验，成为旅游中的必打卡项目。以沈阳为例，国庆中秋假 期期间，"沈阳洗浴带住宿"搜索量同比增长超319%。 美团文旅研究院相关负责人表示，今年国庆中秋假期，受多元需求和优质新型供给驱动，文旅市场展现 出强劲活力。另据美团旅行数据预测，"拼假"出游热潮有望持续至10月12日，为"吃住行游购娱"深度旅 游提供了更多可能。 （文章来源：新京报） 8天超长假期，远途旅行热度攀升，带动目的地交通、住宿、小团游等订单量显著增长。美团旅行数据 显示，假期酒店预订增幅前10目的地分别为新疆阿勒泰地区、内蒙古赤峰 ...

Core Viewpoint - The article emphasizes the importance of selecting hotels based on various critical dimensions such as geographical location, reputation, facilities, and services, rather than merely focusing on price. It outlines four key channels to help consumers make informed decisions and avoid common pitfalls in hotel selection [1][7]. Group 1: Geographical Location and Mapping Tools - Geographical location is the primary consideration when selecting a hotel, and mapping tools can help avoid location traps by identifying convenient and experiential accommodations [2]. - Users are advised to utilize mapping platforms like Amap and Baidu Maps to mark key demand points, ensuring proximity to attractions or business locations while considering transportation options [2]. - The street view feature on mapping platforms allows users to visually assess the surrounding environment of hotels, helping to avoid noisy or unsafe areas [2]. Group 2: Reputation and Review Channels - Reputation and customer reviews are crucial for assessing the true quality of hotels, with platforms like Black Cat Complaints and social media providing comprehensive insights [3][4]. - Black Cat Complaints serves as a first line of defense by highlighting frequent complaints related to hygiene, service, and hidden charges, allowing consumers to make informed choices [3]. - Social media platforms focus on detailed experiences, enabling users to compare promotional images with real-life photos and assess whether hotels meet personalized needs [4]. Group 3: Facilities and Services Checklist - The facilities and services offered by hotels directly impact the comfort of the stay, and consumers should verify these details against their personal needs [5]. - It is recommended to create a checklist of essential requirements and cross-check them with booking platforms and hotel websites to ensure all needs are met [5]. - Consumers should be cautious of vague promotions and confirm specific amenities, such as the type of smart room features or the view from a room labeled as a "view room" [5]. Group 4: Price and Guarantee Comparison - Reasonable price comparison and rights verification are essential for identifying the best value for money while minimizing consumer risks [6][7]. - When comparing prices, it is important to consider hidden costs, such as transportation time and additional fees for amenities like breakfast, which can affect overall value [7]. - Consumers should pay attention to cancellation policies and platform guarantees, as these can significantly reduce potential losses from booking mistakes [7].

导语：长期来看，高德的未来取决于能否将初期的势能转化为持续的动能。 当大众的目光，还聚焦在外卖战场上的正面交锋时，几乎所有人都忽略了牌桌旁那位沉默的观察者。然而，棋局的变化往往源于最意想不到的角 落。 9 月 10 日，阿里旗下的高德地图发动了一场出其不意的侧翼行动：从高德"扫街榜"切入，在到店业务上成功开辟了第二战场。 与传统依赖 UGC （用户生成内容）的评分逻辑截然不同，高德扫街榜祭出了一套完全的基于海量用户真实行为构建的评分体系。这一基于"第一 性原理"的底层逻辑创新，从根本上颠覆了传统榜单"刷单"与"送礼换好评"的操作空间，旨在将一份真正客观、可信的生活消费指南交还给广大消 费者。 市场的反馈是积极而热烈的。 上线首日，扫街榜用户数一举突破 4000 万，一跃成为国内规模最大的本地生活类榜单。而紧随其后的商家扶持政策——餐饮商家首年免入驻费， 更是点燃了众多商家的参与热情，首日新入驻高德的餐饮商家数环比暴涨 631% ，在餐饮行业当中激起了巨大的回响。 基于 1.7 亿日活用户使用高德地图过程中的导航、搜索、到店、收藏，乃至于"专程前往"、"回头客"等典型用户行为，同时结合支付宝的芝麻信 用分的评估 ...

9月23日，阿里巴巴旗下高德宣布：即日起所有餐饮商家免一年入驻年费，并为商家提供流量补贴、专属客服、智能收银等一系列支持服务。未来，高 德还将根据餐饮商家实际需求不断更新举措，支持商家获得更多生意机会。 高德商家成长负责人表示，"希望通过持续行动，帮助餐饮商家既'减负'，也'增数'；切实降低运营成本的同时，更带来客群数新增量和数字化新机遇。 △高德地图截图 这是继10天前高德推出"高德扫街榜"和"烟火好店支持计划"后，对餐饮商家的又一支持举措。9月10日，高德宣布推出"高德扫街榜"，构建全新的线下 服务信用体系；同时推出"烟火好店支持计划"，通过对用户发放超10亿出行补贴、交易补贴等措施，鼓励用户到店消费。 " 阿里半个月前推出 "高德扫街榜" 这一全新业务，被外界视为切入美团旗下大众点评业务的重要动作。此次高德宣布商家入驻免一年年费，也无疑是其 在大众点评相关领域搅动一池春水的举动。记者了解到，在大众点评上，商家入驻、开店上线团购、简单装修门店（如修改一张头图）等是免费的， 而如果要进行将门店顶部调整为多图样式、运营商家新鲜事、设置商家招牌菜等复杂营销，则需要开通商户通并缴纳相应年费，年费根据行业、地理 位 ...

Core Insights - Alibaba's Taobao Flash Sale has launched an in-store group buying service, initially in Shanghai, Shenzhen, and Jiaxing, to compete with Meituan and Douyin in the instant retail sector [1][4][18] - The service aims to attract users by offering discounts and is seen as a natural extension of existing offerings, with a focus on enhancing consumer and merchant experiences [6][9] - The competition landscape is evolving, with various platforms like Gaode and Douyin also entering the in-store group buying space, indicating a shift in how local services are marketed and consumed [10][14] Group 1: Taobao Flash Sale's Strategy - Taobao Flash Sale's in-store group buying service was officially launched on September 20, 2023, with a focus on multiple food categories [4][6] - The initial rollout is part of a broader strategy to leverage existing user bases and enhance service offerings, with plans for expansion into more cities [1][9] - The pricing strategy shows competitive pricing against Meituan, with some products priced lower on Taobao Flash Sale, particularly in the tea and dessert categories [6][4] Group 2: Competitive Landscape - Gaode has introduced its own features to compete with platforms like Dazhong Dianping, while also hiring for local life-related positions, indicating its commitment to the in-store group buying market [10][11] - Douyin is actively pursuing in-store group buying as a key growth area, with plans for significant promotional events to boost sales [14] - Other platforms like Kuaishou and Xiaohongshu are also exploring local life services, indicating a trend towards diversification in service offerings across multiple platforms [15][18] Group 3: Merchant Perspectives - Merchants express a preference for private domain operations, indicating a desire to retain customer relationships beyond platform-driven sales [18] - Feedback from merchants suggests that the operational model for Taobao Flash Sale's group buying is similar to that of Meituan, focusing on signing contracts with merchants and facilitating offline redemption [8][18] - The competitive dynamics suggest that while platforms vie for user attention, merchants are primarily concerned with profitability and customer retention [18]

文丨顾小白 编辑丨百进 来源丨正经社（ID：zhengjingshe） 【正经社"科技前沿"观察之60】 2025年的本地生活服务赛道，一场关于数据"霸权"与内容"霸权"的战争正在上演。 近日，在阿里巴巴26周年庆典上，其旗下的高德地图CEO郭宁官宣，高德地图正式推出"扫街榜"。 外界普遍认为，高德地图这一举措是对于大众点评的正面挑战：高德扫街榜试图用导航行为数据重构线下服务评价体系，此举直指大众点评的基石——基于 图文的内容评价。 同日，大众点评宣布"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。 （本文约为3300字） 事实上，二者的基本组成元素几乎是一致的，无非就是地点、菜系、评分、人均价格等等。所不同的，是底层组织逻辑，以及因之推动的决策路径差异，这 导致了完全不同的用户体验和商业模式。 用"人话"来说，二者最根本的差别不在于"有什么"，而在于"如何组织与生成"这些信息。 然而，对于如正经社分析师一样的个人消费者而言，这个差异重要吗？ 1 大众点评就像工具，用于降低决策风险。它通过大量的前置信息帮助你做一 ...

Core Viewpoint - The company, Lepu Medical (300003.SZ), has signed a strategic cooperation agreement with Hanhai Information Technology (Shanghai) Co., Ltd. to establish a long-term partnership focused on resource sharing and mutual development [1][2]. Group 1: Strategic Partnership - The agreement aims to create a comprehensive strategic partnership based on equality and mutual benefit [1][2]. - Hanhai Information will have the authority to promote and operate the company's medical beauty brands after receiving authorization [2]. - The partnership will leverage Hanhai Information's online and offline resources to provide a comprehensive marketing plan for the brands Yuyayan and Flora [2]. Group 2: Marketing and Sales Strategy - Both parties will collaborate on the full-chain marketing of Yuyayan and Flora products, including strategy formulation, sales execution, and after-sales operations [2]. - The cooperation will enhance the company's sales channels by adding online collaboration to existing offline sales channels, creating an omnichannel sales network [2]. - Future cooperation may extend to other products under the company's brand, subject to mutual agreement [2]. Group 3: Impact on Business Performance - The immediate impact of the agreement on the company's operating performance is uncertain; however, it may positively influence future annual performance as the cooperation progresses [2].

Core Viewpoint - The company has signed a strategic cooperation agreement with Hanhai Information Technology (Shanghai) Co., Ltd. to establish a long-term partnership focused on resource sharing and mutual development [1][2]. Group 1: Partnership Details - Hanhai Information will have the authority to promote and operate the company's medical beauty brands after receiving company authorization [2]. - Hanhai Information is the distributor for the company's Yuyayan and Flora products in mainland China, providing both online and offline operational solutions [2]. - The collaboration will involve deep coordination on the full-chain marketing of Yuyayan and Flora products, including strategy formulation, sales execution, and after-sales operations [2]. Group 2: Strategic Implications - The partnership aims to enhance the company's medical beauty business by adding online sales channels that complement existing offline channels [2]. - The signing of the strategic cooperation agreement may have uncertain impacts on the company's current operating performance, but could positively influence future annual performance as the collaboration progresses [2].