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阿里剑指美团腹地
21世纪经济报道· 2025-09-10 14:07
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].