新浪科技讯 2月11日晚间消息，近日，高德扫街榜启动一系列春节促消费行动，通过为全国超100万商 家提供飞行街景接入服务、发布"20大年味城市指南"，并联合多地文旅部门打造特色榜单，助推春 节"烟火经济"释放新活力。 责任编辑：何俊熹 为助力线下商户把握春节消费高峰，高德扫街榜在今年春节到来前加码"飞行街景"的数字化赋能，面向 全国商家启动大规模激励计划。据高德扫街榜负责人介绍，为支持商户在春节期间降本增效，扫街榜推 出了专项激励方案：新开通"飞行街景"的商户，最高可获得价值20万元的广告流量激励及相关权益，旨 在鼓励更多中小商户拥抱AI数字化经营。截至目前，全国申请预约开通该功能的商家已突破100万家。 数据显示，首批上线飞行街景的商家，在高德平台的日均流量环比增长超40%，日均成交额环比增长超 23%。 为助力线下商户把握春节消费高峰，高德扫街榜在今年春节到来前加码"飞行街景"的数字化赋能，面向 全国商家启动大规模激励计划。据高德扫街榜负责人介绍，为支持商户在春节期间降本增效，扫街榜推 出了专项激励方案：新开通"飞行街景"的商户，最高可获得价值20万元的广告流量激励及相关权益，旨 在鼓励更多中小商户拥抱A ...

Core Insights - The article highlights the significant growth in merchant engagement with Gaode's "Flying Street View" feature, with over 1 million merchants applying for the service before the Spring Festival [1] - The first batch of merchants utilizing this feature experienced a daily traffic increase of over 40% and a daily transaction amount increase of over 23% [1] Merchant Engagement - Over 1 million merchants have applied for the "Flying Street View" feature [1] - Merchants that have recently activated this feature can receive advertising traffic incentives worth up to 200,000 yuan [1] User Engagement - Gaode's "2026 Spring Festival Flavor Guide" covers 20 cities including Beijing, Xi'an, Quanzhou, Chaozhou, Harbin, and Guangzhou [1] - A themed activity titled "Street Wish, Full of New Year" will be launched on February 12, allowing users to mark wishes for specific merchants or travel destinations and participate in a lottery for a chance to win up to 1,888 yuan [1] Collaborations - Gaode has partnered with various cultural and tourism departments, including the Guangdong Provincial Department of Culture and Tourism, to launch the "Le You Guangdong" cultural tourism map 2.0 [1] - This collaboration includes the creation of a provincial-level cultural tourism ranking that integrates official data from museums, cultural centers, and performance venues with user travel trends, along with the distribution of special coupons for taxis, hotels, and dining [1] - Similar partnerships have been established with cultural tourism departments in Beijing and Zhejiang [1]

Core Viewpoint - The article highlights the significant boost in offline consumption during the 2026 Spring Festival, driven by initiatives from Gaode's Street Scanning List, which aims to enhance consumer engagement and support local businesses through digital tools and promotional activities [1][3]. Group 1: Business Initiatives - Gaode's Street Scanning List has launched a large-scale incentive program for over 1 million merchants, offering up to 200,000 yuan in advertising flow incentives for those who activate the "Flying Street View" feature [3]. - The "Flying Street View" technology provides realistic navigation and store exploration experiences, leading to a reported over 40% increase in daily traffic and over 23% increase in daily transaction volume for participating merchants [3]. Group 2: Consumer Engagement - Gaode has released the "2026 Spring Festival Flavor Guide," featuring 20 cities known for their local cultural experiences, to assist consumers in making informed decisions about dining and entertainment [4][6]. - A themed activity called "Street Scanning Wishes, Prosperous New Year" will launch on February 12, allowing users to make wishes for their favorite local shops or travel destinations, with a chance to win up to 1,888 yuan in "Street Scanning Red Envelopes" [6]. Group 3: Regional Collaboration - Gaode collaborates with local cultural and tourism departments to promote regional characteristics and boost offline consumption, exemplified by the "Le You Guangdong" series of cultural maps developed in partnership with Guangdong's tourism department [7]. - The collaboration includes the creation of a province-level "Street Scanning List" that features local attractions and offers real-time updates on activities, enhancing consumer navigation and engagement [7].

Group 1 - The core idea of the news is that the upcoming Spring Festival in 2026 is expected to ignite a surge in offline consumption, driven by various promotional activities and digital enhancements by Gaode's Street Ranking initiative [1] - Gaode's Street Ranking has launched a series of consumer promotion actions, including providing access to street view services for over 1 million merchants and releasing a guide to 20 cities rich in local flavor [1][5] - The initiative aims to support merchants in maximizing the Spring Festival consumption peak through a large-scale incentive program, offering up to 200,000 yuan in advertising flow incentives for new merchants adopting the "Flying Street View" feature [2][4] Group 2 - The "Flying Street View" feature allows consumers to experience a realistic navigation and store exploration, enhancing their confidence in making purchasing decisions [2][4] - Data shows that merchants who have adopted the "Flying Street View" feature have experienced over a 40% increase in daily traffic and over a 23% increase in daily transaction volume on the Gaode platform [4] - The 2026 Spring Festival Flavor Guide focuses on 20 popular cities, providing users with a comprehensive decision-making guide for dining, entertainment, and travel [5][17] Group 3 - Gaode is collaborating with local cultural and tourism departments to explore regional characteristics and boost offline consumption, exemplified by the "Le You Guangdong" series of cultural tourism maps [18] - The collaboration includes the creation of a provincial-level "Street Ranking" that integrates authoritative data from local tourism departments with real user travel data for ranking and recommendations [18] - The initiative aims to highlight hidden local gems and enhance the visibility of unique shops and attractions, contributing to the growth of the "smoky economy" during the Spring Festival [18]

近日，交通运输新业态协同监管部际联席会议办公室组织对高德打车进行了约谈。 约谈指出了高德打车对合作网约车平台管理不到位、压低运价、应急处置不当等突出问题，并要求高德打车立即 落实约谈要求，深刻反思，采取针对性措施，确保全面整改到位，切实维护司机群体合法权益。 高德打车表示，将严格落实约谈要求，汲取教训，补齐短板，举一反三，全面整改，进一步增强风险意识，切实 履行企业责任，依法合规经营，及时化解矛盾问题，维护公平竞争市场秩序，保障司机群体合法权益。 据QuestMobile统计，2025年四季度高德月活用户数增至9.96亿。近期，高德还推出基于世界模型应用发布新功 能"飞行街景"。 值得一提的是，2026年1月29日，广州市交通运输局发布召开了网络预约出租汽车聚合平台专项约谈会，集中约谈 了高德打车、花小猪打车、腾讯出行等6家主流聚合平台。 约谈会上，监管部门指出，当前聚合平台的三大突出问题，一是未切实履行资质核验义务，审核把关不到位，二 是数据上传质量差，无法满足监管要求，三是合作网约车平台的订单合规率偏低，乱象屡禁不止。 据交通运输部公众号文章显示，此次对高德约谈提出了5点要求： 一是强化合作网约车平台监督 ...

Core Insights - The upcoming Spring Festival holiday, lasting 9 days, is expected to boost offline consumer spending, with more people opting for travel during this period [1] - Gaode has launched the "2026 Spring Festival Flavor Guide TOP 20 Cities," focusing on popular destinations to enhance consumer travel experiences [1][3] - The "Flying Street View" feature is gaining traction, with participating merchants seeing a significant increase in daily transaction volume [4][5] Group 1: Consumer Trends - The trend of "traveling for the New Year" is on the rise, with preferences for destinations like ancient cities, high-altitude prayer sites, and island retreats [1] - The "Flavor Guide" provides real-time insights into local cultural experiences, helping consumers plan their holiday activities effectively [3] Group 2: Technological Innovations - The "Flying Street View" feature offers immersive navigation and store exploration, enhancing consumer confidence in their purchasing decisions [4] - Over 100,000 merchants have applied for the "Flying Street View," with initial participants experiencing a 23% increase in daily transaction volume [5]

Core Insights - The upcoming "longest Spring Festival holiday" is expected to boost offline consumption, with a 9-day holiday in 2026 encouraging more consumers to choose "traveling for the New Year" [1] - Gaode has launched a "2026 Spring Festival Flavor Guide TOP 20 Cities" to help consumers plan their holiday experiences, focusing on popular cities like Beijing, Xi'an, and Harbin [1][3] - The "Flying Street View" feature introduced by Gaode is enhancing customer acquisition for offline merchants, with first batch merchants seeing a daily transaction increase of over 23% [1][5] Group 1: Consumer Trends - The report indicates a shift in consumer preferences towards travel during the Spring Festival, with destinations like ancient cities and islands gaining popularity [1] - The "Flavor Guide" provides real-time insights into local cultural experiences and dining options, enhancing the holiday experience for users [3] Group 2: Business Impact - Over 100,000 merchants have booked the "Flying Street View" feature, which has led to a 40% increase in daily traffic and a 23% increase in daily transaction volume for the first batch of merchants [5] - The integration of digital technology with real-life services is expected to support the growth of offline businesses during the holiday season [5][6] Group 3: Future Outlook - Gaode plans to continue deepening the integration of digital technology with lifestyle services to enhance the vitality of the "smoky economy" in the digital wave [6]

Core Viewpoint - The upcoming Spring Festival holiday, lasting 9 days, is expected to boost offline consumer spending, with more consumers opting for travel during the holiday season [1] Group 1: Consumer Trends - The trend of "traveling for the New Year" is gaining popularity among consumers, alongside traditional family reunions [1] - Popular destinations include ancient cities for cultural experiences, high-altitude locations for blessings, and islands for escaping the cold [1] Group 2: Consumer Guidance - Gaode has launched the "2026 Spring Festival Flavor Guide TOP 20 Cities," focusing on 20 popular cities such as Beijing, Xi'an, Quanzhou, Chaozhou, and Harbin, providing a one-stop reference for holiday consumption decisions [1] - The "Flavor Guide" is based on real behavioral data from Gaode Map, highlighting local cultural experiences and activities [3] Group 3: Technological Innovations - Gaode's "Flying Street View" feature has become a new engine for offline merchants to attract customers, offering immersive navigation and store exploration experiences [3] - This feature allows consumers to view the surrounding environment of stores and gain insights into interior design and dining ambiance, enhancing consumer confidence and trust [3] - The integration of digital technology with real-life services provides offline businesses with cost-effective digital tools, revitalizing the "smoky economy" amid the digital wave [3]

Core Insights - The Gaode Street Ranking has undergone a comprehensive upgrade, introducing the world's first "Flying Street View" and a dynamic lifestyle service ranking covering all seasons, categories, and demographics [1][4][5] - The platform has achieved significant user growth, with over 660 million users and a 270% increase in merchant revenue since its launch [1][9] - The introduction of a trust-based recommendation mechanism enhances user engagement and interaction, allowing users to see friends' ratings and create their own lists [7][8] Group 1: Product Features - The "Flying Street View" feature allows users to experience a realistic view of stores and surroundings before visiting, addressing common navigation challenges [4][11] - A total of 6,553 seasonal rankings and 1,550 category rankings have been created, showcasing the platform's ability to generate dynamic content based on time and location [5] - The platform will soon introduce an "AR Real Scene" feature, providing users with interactive experiences related to restaurants and tourist attractions [4] Group 2: User and Merchant Impact - The Gaode Street Ranking has attracted 860,000 new merchants, with order volumes increasing by over 330% [9] - The platform's focus on real user behavior data has established a more trustworthy service credit system, enhancing consumer confidence [2][8] - Merchants can now create their own "Flying Street View" at no cost, allowing them to showcase their unique offerings without significant marketing expenses [12] Group 3: Industry Implications - The upgrade signifies a shift in the local service industry towards a more authentic evaluation system, promoting healthy competition among businesses [12][13] - The integration of AI and spatial intelligence positions Gaode as a key player in the evolving landscape of local services, moving beyond traditional navigation tools [14] - The competition in the local service sector is transitioning from price subsidies to a focus on reliable data and AI capabilities [14]

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The report highlights the initiation of an antitrust investigation by the State Council against the food delivery industry, focusing on issues such as "subsidy wars, price competition, and traffic control" [2] - The investigation is expected to accelerate industry reshuffling, shifting platforms from "traffic competition" to "value creation," ultimately benefiting consumers, merchants, delivery personnel, and platforms [2] - Future trends in the food delivery market are identified as technology-driven efficiency, supply chain optimization, and regulatory evolution aimed at balancing consumer rights, merchant profits, and delivery personnel welfare [4] Summary by Sections Regulatory Developments - The report outlines a timeline of regulatory actions against food delivery platforms, including multiple rounds of discussions and the signing of a self-regulatory food safety management agreement by eight platforms [3] Market Dynamics - The report notes that high-value orders are becoming a key competitive focus, with Meituan capturing over 66% of orders above 15 yuan and 70% of those above 30 yuan [4] - The increase in high-value order proportions indicates that acquiring and retaining high-quality users will be crucial for sustainable platform development [4] Technological Advancements - Platforms are expected to invest in AI algorithms and smart scheduling to enhance fulfillment efficiency, indicating a shift towards technology-driven operations [4] Company Highlights - Alibaba's Gaode Map launched a new feature that attracted over 600,000 merchant reservations within five days, showcasing the demand for digital tools among offline businesses [5][6] - Tencent continues to lead the global mobile gaming market, with its flagship game "Honor of Kings" generating over $2 billion in revenue, contributing to its strong market position [7] - ByteDance is increasing its option grant prices to enhance talent retention and competitiveness, reflecting its commitment to maintaining a strong workforce amid global talent competition [8][9]