今年国庆中秋假期，出行、旅游以及餐饮迎来爆发式增长。 10月9日，大众点评"必吃榜"发布黄金周寻味数据。"十一"假期，"必吃榜"榜单流量整体环比上月增幅接近180%，一众美食小城榜单流量涨超217%。 今年国庆中秋假期，大批游客以美食为锚，用味蕾探索当地文化。"从早上5点到晚上9点，一直泡在厨房里。"汕头非遗美食苏南勤记卤鹅负责人李梓毅对第 一财经记者表示，今年假期，苏南勤记旗下的4家餐厅，单日最高客流量突破10万人次，假期期间所有门店日均客流量是平日的10倍以上。 李梓毅表示，苏南勤记在假期中卖出了上千只卤鹅。为了迎接爆发式增长的客流，旗下几家门店增加了超50张桌子，营业时间比日常延长了5个小时。 长线出行成为更多人的长假选择。滴滴数据显示，假期异地打车需求相比节前上涨89%，其中68%的需求来自省外用户。异地出行用户常住地与目的地城市 相距800公里以上的长线游打车需求同比去年上涨22%，其中00后和95后贡献了47%的长线需求。新疆喀什、甘肃武威、黑龙江齐齐哈尔三地假期用车需求 突出，同比分别上涨87%、78%和74%。 部分城市充分利用当地特色优势，强化了城市名片。长假期间，景德镇"鸡排哥"吸引了大量 ...

国庆中秋假期，众多美食之城"以食引客"，大批游客跟着"必吃榜"走街串巷，体验本地烟火气，带动各地上榜餐厅迎来新生意，假日文旅消费 迸发新动能。 10月9日，大众点评"必吃榜"发布黄金周寻味数据。"十一"假期，"必吃榜"榜单流量整体环比上月增幅接近180%，上海、北京、广州、成都、 杭州、苏州、天津、南京、深圳、武汉为"味蕾游"热门城市TOP10；此外，小城小店变身"味蕾游黑马"，一众美食小城榜单流量涨超217%。 街角小店成"味蕾游"美食新据点 "从早9点到晚9点，一直'泡'在厨房里。"在假期"味蕾游"热门城市南京，今年首登"必吃榜"的街边小店——三百碗宝应长鱼面徐老板告诉记 者，"榜单的力量太强大了，超乎想象。" 今年双节期间，大批游客以美食为锚，跟着"必吃榜"解锁"本地人专属"街角小店成为主流寻味方式。"天天都被游客挤爆，全国各地来的都 有。"徐老板说道，"一个假期卖出了上百斤长鱼，我们还特地加了近10张外摆桌子。" 在大众点评上，记者发现，这家"必吃榜"面馆已被平台收录13年，总评分达4.0分，口味分为4.1分。其评论区有几小时前打卡食客留下的真实 感受："位置比较偏，不提前看'必吃榜'做攻略的话找不到 ...

今年国庆中秋8天超长假期，全面点燃出行、消费热情，随着移动互联网工具的普及，在这个长假中，用手机解决吃喝玩乐已经成为了常态，而从相关数据 中，也可以看出如今移动互联网时代的消费新趋势。 出游："活力大湾区"具象化 美团旅行发布数据显示，长达八天的超级黄金周，带动平台出行订单量较2024年国庆假期增长超30%。而来自大湾区的景点更是成为了国内外游客的热门目 的地。美团旅行数据显示，国庆假期"00后"热选的Top10黑马景区中，深圳华发冰雪热雪奇迹排名全国第一，深圳小梅沙海洋世界、广州长隆旅游度假区也 榜上有名。以长隆旅游度假区为例，受广东消费券刺激，国庆假期，景区的"00后"游客数量同比增长13%。 来自飞猪的数据也显示，今年国庆中秋假期，广东的旅游预订量在去年的基础上大幅增长，其中包车游预订量同比增长331%，门票预订量同比增长18%。 广州、深圳、珠海、东莞、惠州是最热门城市，河源、揭阳、清远增速最快。 据微信团队公布的"2025 国庆中秋数据报告"显示，港澳仍然是内地游客出境游首选目的地，在跨境支付数据中，港澳微信支付交易笔数排名第一，内地游 客在香港通过滴滴、高德、Uber 等线上平台打车的订单数量同比 ...

北京商报讯（记者 张天元）国庆中秋假期，众多美食之城"以食引客"，带动各地餐厅迎来新生意。10 月9日，大众点评"必吃榜"发布黄金周寻味数据。"十一"假期，"必吃榜"榜单流量整体环比上月增幅接 近180%，上海、北京、广州等成为"味蕾游"热门城市TOP10。 假期期间，各地街角小店正成为美食新据点。大众点评数据显示，双节假期，全国超7成"必吃榜"烟火 小店，流量环比节前增长超200%，其中近半数为收录10年及以上的市井老店。同时，不少小店的客流 增加情况也折射出双节假期"小城小店"的火爆程度。据大众点评数据，10月1-8日，众多美食小城"必吃 榜"榜单流量涨超217%，带动当地上榜小店订单量涨超222%、上榜老店订单量涨超248%，远超全国大 盘。 另外，今年假期，对于排队吃不上的本地特色美食，游客开始点外卖打卡了，"外卖味蕾游"成为新趋 势。大众点评数据显示，10月1-8日，覆盖众多"必吃榜"等高分堂食餐厅的"品质外卖"异地用户流量环 比节前增长近165%，广州、深圳、上海、杭州、武汉、北京、南京、苏州、重庆、成都为"外卖味蕾 游"热门城市TOP10。双节期间，更多元的"味蕾游"玩法，给各地"必吃榜"餐厅生 ...

Core Viewpoint - The competition among major players in the local lifestyle market, particularly Alibaba, Meituan, and JD, has intensified, with each company launching aggressive strategies to capture market share in food delivery, travel, and group buying services [4][16]. Group 1: Market Dynamics - Alibaba's Taobao Flash and Meituan are engaged in fierce competition, with Alibaba's Gaode launching the "Street Ranking" to directly challenge Meituan's Dazhong Dianping [1][4]. - Gaode's "Street Ranking" covers over 300 cities and includes 1.6 million local service providers, emphasizing the authenticity of its rankings based on user behavior [5][8]. - Meituan responded by revamping its Dazhong Dianping service to enhance quality in food delivery, utilizing AI to filter out fake reviews [5][6]. Group 2: Subsidy Strategies - Both Alibaba and Meituan have initiated subsidy programs, with Gaode offering over 1 billion yuan to encourage in-store consumption and Meituan distributing 25 million various discount vouchers [6][16]. - The competition is not just about rankings but fundamentally about capturing the in-store market, which is more profitable than food delivery due to lower operational costs [6][10]. Group 3: User Engagement and Trust - Gaode aims to differentiate its "Street Ranking" by ensuring its authenticity through a combination of user behavior data and credit scores, while also addressing concerns about privacy and data accuracy [7][8][12]. - Merchants are looking for platforms that can provide digital operational guidance and enhance brand reputation through effective traffic support [11][19]. Group 4: Competitive Landscape - The ongoing battle is reminiscent of past market conflicts, with the current competition being described as historically significant due to its scale and the involvement of multiple major players [17][19]. - The entry of JD into the food delivery space has further complicated the competitive landscape, prompting aggressive responses from both Alibaba and Meituan [15][16]. Group 5: Future Outlook - Analysts suggest that the local lifestyle market will continue to see intense competition, with potential collaborations and further market entries from platforms like Douyin and Kuaishou [20][21]. - The effectiveness of Gaode's strategies and its ability to maintain user trust will be crucial for its success in challenging Meituan's dominance [25].

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 Insights - The "Must-Eat List" event in Shenzhen highlighted the growing trend of consumers seeking authentic local dining experiences, with a focus on traditional eateries that evoke cultural memories [1][2][3] - The integration of online and offline strategies is crucial for restaurants to attract customers, as demonstrated by the success of local establishments like Jicai Beef [2][4] - The "Must-Eat List" features 3,091 restaurants across 144 cities, with Guangdong province leading with 396 listings, showcasing a significant presence of traditional and long-established eateries [2][3] Industry Trends - There is a notable increase in consumer engagement with local food culture, as evidenced by the high percentage of small, traditional restaurants on the list, with over 70% categorized as "smoky" eateries and nearly 35% being over 10 years old [2][3] - The digital transformation of the food service industry is enhancing consumer access to local dining options, with platforms like Meituan and Dazhong Dianping driving growth in regional restaurant orders [5][6] - The upcoming "Must-Eat Festival" aims to further boost local consumption by leveraging significant marketing resources to promote the list across all participating cities [6]

Core Insights - The 2025 "Must-Eat List" award ceremony was held in Beijing, featuring over 200 merchants from Beijing, Tianjin, Shandong, and Hebei [1] - A total of 3,091 restaurants from 144 cities and regions made it to the list, with 25 new food cities added this year [1] - The list highlights local eateries, with nearly 80% being small local shops and over 40% being over 10 years old [1] Group 1: Industry Trends - The "Must-Eat List" is evolving into a "culinary business card" for various cities, with nearly 50% of the featured merchants showcasing local food culture [2] - User behavior has shifted from passive acceptance to active discovery, with 7.8 billion searches for food on the platform in the past year [2] - The platform has accumulated 363 million authentic reviews, aiding millions in finding their desired dining experiences [2] Group 2: Cultural and Economic Impact - The event reflects the integration of technology and traditional food culture, contributing to the high-quality development of the restaurant industry in Haidian District, Beijing [3] - The upcoming third "Must-Eat Festival" aims to convert the list's recognition into new consumption momentum across all listed cities [3] - The company emphasizes its mission to help users discover trustworthy dining options and promote the inheritance and innovation of Chinese food culture [3]

Core Insights - The 2025 "Must-Eat List" by Dianping was unveiled in Nanjing, featuring 3,091 restaurants across 144 cities, with Shanghai, Beijing, Chengdu, Chongqing, and Shenzhen being the top five cities in terms of the number of listed restaurants [2] - Over half of the restaurants on the 2025 list are newcomers, with more than 2,400 being lesser-known local eateries and over 1,200 being long-established local favorites [3] - The list reflects a growing trend in the culinary tourism market, with over 60% of cities seeing more than 50% of users from outside the area [3] Industry Trends - The "Must-Eat List" has become a key indicator of consumer trends in the restaurant industry over its nine years of development [3] - The list has expanded to include 10 new domestic culinary cities and 15 popular cities in Hong Kong, Macau, Taiwan, and overseas [3] - The user experience is emphasized, with a focus on real reviews and a commitment to authenticity in the evaluation process [4][5] Evaluation Process - The selection process for the "Must-Eat List" is based solely on user reviews, with no economic interests involved, and is conducted by a team of algorithm engineers, data engineers, and product managers [5] - The evaluation team analyzed 3.63 billion real reviews to select the 3,091 restaurants from over 6 million merchants, ensuring the credibility of the reviews [5] - A strong regulatory stance is maintained against businesses attempting to manipulate reviews, with independent verification processes in place [5] Business Strategy - Dianping operates independently within Meituan, focusing on enhancing user experience rather than commercial metrics [4][7] - The platform aims to maintain high information density and relevance to user needs, distinguishing itself from Meituan's efficiency-driven approach [7][8] - Future plans include launching additional lists such as "Must-Stay" and "Must-Play" to further integrate travel and dining experiences [3][9]

Core Insights - The 2025 "Must-Eat List" by Dianping has been released, featuring a record 3,091 restaurants across 144 cities and regions, marking the highest numbers in both city and restaurant counts in history [1] - The list includes over 2,400 small local eateries and more than 1,200 restaurants that have been operating for over 10 years [1] Summary by Categories City and Restaurant Growth - The number of cities on the "Must-Eat List" has increased from 77 in 2017 to 144 in 2025, representing a 25% increase from 119 cities in 2024 and a 136% increase from 61 cities in 2023 [1] - The number of restaurants listed has grown significantly, from 1,062 in 2017 to 3,091 in 2025, with the first breakthrough of over 2,000 restaurants occurring in 2023 [1] Localization and International Expansion - Dianping's Senior Vice President, Li Shubin, indicated that the company will enhance localized operations in various cities due to previous shortcomings [1] - The 2025 list includes 25 new cities, with 10 being smaller inland cities and 15 from Hong Kong, Macau, Taiwan, and overseas popular destinations, reflecting a growing demand for Dianping's services in international markets [1] Catering to Foreign Tourists - The increase in foreign tourists visiting China has led to a surge in demand for Dianping's services, prompting the launch of a translation page for the "Must-Eat List" to assist foreign visitors [1] - The company aims to establish overseas teams to expand its services more rapidly and effectively in international markets [1]