据《2025高德扫街榜·烟火济南洞察报告》显示，仅2025年10月，扫街榜为济南餐饮业带来超300万真实 到店客流，其中国庆假期贡献93万，非节假日达207万。截至11月30日，全市共有7425家门店登上高德 扫街榜，其中107家入选代表高品质的状元榜，45家入选代表市井气息的烟火小店。 济南市工商联副主席、济南市工商联餐饮协会会长韩震表示，伴随数字化浪潮，如何让传统的"烟火 气"被更多人看见，如何让承载着匠心与传承的优质餐饮商家，搭上数字经济的快车，是餐饮业的时代 命题。"烟火济南"支持计划的启动是一场深刻的"数字赋能"。高德扫街榜的出现，为餐饮企业，特别是 中小商户，打开了流量新入口，创造了增长新机遇。 新华财经北京12月16日电 记者从高德获悉，在12月16日举行的高德扫街榜"烟火城市系列发布会·烟火济 南"活动现场，阿里巴巴旗下高德与济南市商务局、济南市工商联餐饮协会、济南市饭店业协会、济南 市餐饮与住宿行业协会等携手正式启动 "烟火济南支持计划"， 旨在切实降低本地商家经营成本，激发 城市消费活力。 根据该计划，高德将投入1000万元专项出行补贴，鼓励用户到店消费，为本地线下餐饮服务业创造更多 生意 ...

Core Insights - Alibaba's Gaode signed a strategic cooperation framework agreement with Zhejiang's Cultural and Tourism Department to enhance the "Street Scanning List" initiative, aiming to promote high-quality development in Zhejiang's cultural tourism industry [1][2] - The collaboration will involve data sharing, joint promotions, and the creation of themed lists, including a "Hi Travel Street Scanning List" to guide tourism in Zhejiang [1] - The partnership marks the first strategic cooperation between Gaode's Street Scanning List and a provincial cultural tourism authority, highlighting a significant step towards digital and intelligent development in the industry [1] Group 1 - The agreement emphasizes principles of government guidance, market operation, resource sharing, and win-win cooperation in areas such as list co-construction and content operation [1] - Gaode will leverage its technological capabilities alongside authoritative data from Zhejiang's Cultural and Tourism Department to create diverse themed lists featuring local cuisine, attractions, and hotels [1] - The initiative aims to establish a new online promotional platform for Zhejiang's cultural tourism, enhancing the visibility of major attractions and museums [1] Group 2 - The Street Scanning List has become a new entry point for urban exploration, with over 70 million daily active users reported in October [2] - During the 2025 National Day holiday, Gaode is expected to bring over 20.76 million visitors to Zhejiang, with the Street Scanning List contributing 12.87 million [2] - Gaode plans to use the innovative practices from Zhejiang as a model for collaboration with other local governments nationwide, promoting standardized and intelligent development in the cultural tourism sector [2]

Core Insights - The article discusses the intense competition in the food delivery market, highlighting that there are no clear winners in the ongoing battle, particularly in Q3 2025, where both Alibaba and Meituan faced significant losses [4][10]. - Meituan's core local business segment reported a revenue decline of 2.8% year-on-year, resulting in an operating loss of 14.1 billion yuan, marking its first loss since Q4 2022 [4][9]. - Alibaba's aggressive strategy led to a profit drop of approximately 30 billion yuan, with significant investments in subsidies that have nearly exhausted their planned 50 billion yuan budget [10]. Meituan's Performance - Meituan's operating profit for its core local business was 14.6 billion yuan in Q3 2024, contrasting sharply with a loss of 14.1 billion yuan in the same period this year, indicating a significant shift in financial performance [9]. - The increase in sales and marketing expenses by 90.9% to 35.9% of revenue reflects the high cost of maintaining market share amid fierce competition [9][10]. - Despite the losses, Meituan's average order value (AOV) remains significantly higher than competitors, with over 70% market share in orders above 30 yuan [10]. Competitive Landscape - The competition has intensified with new entrants and existing players like Alibaba and JD.com increasing their efforts in the food delivery and local services market [13]. - Douyin (TikTok) is emerging as a formidable competitor, with its life services projected to exceed 800 billion yuan in GTV by 2025, narrowing the gap with Meituan [13]. - The article notes that both Alibaba and Meituan are still in the process of optimizing their user experience (UE) and expanding their instant retail offerings [11][12]. New Business Developments - Meituan's new business segment saw a revenue increase of 15.9% year-on-year to 28 billion yuan, although operating losses increased by 24.5% to 1.3 billion yuan [17]. - The company is expanding its offline retail efforts, with initiatives like the "Happy Monkey" discount supermarket and "Little Elephant" supermarket gaining traction [18]. - Meituan's overseas business, particularly in Brazil, is set to launch in December, with significant investments aimed at capturing market share in a competitive landscape dominated by iFood [19][20]. Future Outlook - Meituan's management expresses confidence in maintaining efficiency and market share despite ongoing losses, emphasizing the importance of patience and strategic focus [7][15]. - The company aims to leverage its strengths in high-value orders and continue exploring new opportunities in both domestic and international markets [10][20].

Core Insights - The article highlights the intense competition in the food delivery sector, indicating that there are no clear winners in the ongoing battle, particularly in Q3 2025, where major players like Alibaba, Meituan, and JD.com are facing significant challenges and losses [3][5][8]. Summary by Sections Food Delivery Battle - Alibaba's aggressive strategy led to a profit drop of approximately 30 billion yuan, gaining market share but lacking evidence of successful e-commerce synergy [3][8]. - Meituan experienced a decline in market share and reported an operating loss of 14.1 billion yuan, marking its first loss since Q4 2022 [3][5]. - JD.com has reduced its investment in food delivery, focusing on user experience optimization instead [3]. Financial Performance - Meituan's core local business saw a significant shift, with operating profit dropping from 14.6 billion yuan to a loss of 14.1 billion yuan due to increased user incentives and marketing expenses [7]. - Meituan's sales costs rose by 23.7%, and marketing expenses surged by 90.9%, indicating a heavy reliance on subsidies to maintain market share [7]. - Alibaba's total profit dropped by 30 billion yuan in Q3, with a substantial portion of its planned 50 billion yuan subsidy nearly exhausted [8]. Market Dynamics - The competition has led to a significant change in market dynamics, with Alibaba and Meituan nearly equal in market share, while JD.com has lost about 8% [8]. - Both platforms are now focusing on high-value orders, with Meituan holding over 70% market share for orders above 30 yuan [8]. - The article notes that the intense competition has led to a temporary decrease in subsidy levels, allowing Meituan to regain some market share [8]. New Business Ventures - Meituan's new business segment reported a 15.9% revenue increase to 28 billion yuan, despite a 24.5% rise in operating losses [15]. - The company is expanding its offline retail efforts, with new stores like Xiaoxiang Supermarket and the discount store Happy Monkey [15]. - Meituan's overseas expansion continues, with Keeta achieving profitability in Hong Kong and launching operations in Brazil [16][18]. Future Outlook - Meituan's management expresses confidence in maintaining efficiency and market share despite ongoing losses [5][13]. - The company is preparing for a winter campaign to boost various metrics, including new store openings and promotional activities [12]. - The article concludes that while the core local business faces challenges, Meituan is committed to exploring new opportunities and maintaining its operational rhythm [18].

Core Insights - Meituan reported a significant net loss in Q3, marking the first operational loss in its core business in three years, primarily due to intensified subsidy wars in the industry [1] - The company's revenue for the quarter reached 95.5 billion RMB, a year-on-year increase of 2%, but the adjusted net loss amounted to 16 billion RMB [1][5] - Despite financial pressures, Meituan's user base continues to grow, with over 800 million transaction users and a significant increase in daily active users [1] Financial Performance - Meituan's core local commerce segment generated revenue of 67.4 billion RMB but incurred an operational loss of 14.1 billion RMB due to increased direct subsidies in the food delivery sector [1] - Sales costs surged by 23.7%, rising from 56.8 billion RMB in the same quarter last year to 70.3 billion RMB, with the cost-to-revenue ratio increasing from 60.7% to 73.6% [1] - The adjusted EBITDA for the quarter was a loss of 14.8 billion RMB, reflecting the financial strain on the company [3] Market Competition - The local lifestyle sector is experiencing fierce competition, with various platforms like Alibaba's Gaode Map and JD.com launching initiatives to capture market share through substantial subsidies [5] - Recent reports indicate a cooling in the price war within the food delivery sector, with Alibaba's Taobao Flash Purchase entering an efficiency optimization phase [5] - Meituan's stock has declined by 32.42% year-to-date, reflecting the impact of these competitive pressures on its market performance [5]

Star Brands - Anta Sports is rumored to be considering a bid for Puma, potentially in collaboration with a private equity firm, with other bidders including Li Ning and Asics. Anta's corporate communications department stated they do not comment on market rumors, consistent with their response from August [2] - ByteDance donated 10 million HKD to support emergency relief and recovery efforts following a major fire in Hong Kong's Tai Po district [2] - Xiaohongshu announced a donation of 5 million HKD for the same fire disaster relief efforts, focusing on emergency aid and emotional support for affected residents [3] - JD.com was the first company to deliver emergency supplies to the fire-affected area in Tai Po, quickly mobilizing resources to meet the basic needs of the victims [4] - Hema Fresh signed a deal to open its first store in Shunde, integrating community living, food experiences, and online delivery services [5] - Yiming Food announced a board expansion, nominating Zhu Feng, the daughter of the controlling shareholder, as a non-independent director [5] - Tea Yan Yue Se denied rumors about its sub-brand Yuan Yang Coffee changing its name, stating there are no plans for a new brand [5] - Zong Fuli has stepped down as the chairman of Wahaha, with Xu Simin taking over, while Zong retains a 29.40% stake in the company [6] - Pizza Hut's WOW stores have opened over 40 new locations in lower-tier cities, optimizing their model for these markets [7] - Swire Group reportedly laid off about 10% of its Hong Kong headquarters staff to streamline operations [7] - Campbell's Soup Company suspended an executive for derogatory comments about its products, emphasizing the quality of its ingredients [8] Consumer Platforms - Alibaba's CEO reported that Gaode's daily active users exceeded 70 million in October, with a threefold increase in daily comments compared to the previous year [9] - Local membership-based supermarket fudi has formed an exclusive strategic partnership with JD.com for instant delivery services [10] - The rules for the 2025 Taobao Double 12 shopping festival have been officially released, with specific timelines for seller participation [11] - Kuaishou has intensified its efforts to combat vulgar content, resulting in over 37,000 streamers being penalized for inducing tips [12] - Douyin's service related to the 15th National Games saw over 2.65 billion views, significantly boosting offline transaction volumes in cities like Guangzhou and Shenzhen [13] Investment and Financing - Meet Xiaomian plans to issue over 97 million shares in its Hong Kong IPO, with a maximum price of 7.04 HKD per share, and is set to begin trading on December 5 [14] - Dick's Sporting Goods announced the closure of several Foot Locker stores following its acquisition, aiming to mitigate the brand's negative impact on profits [15] Consumer Dynamics - A customer at Haidilao reported dissatisfaction with service regarding a request for additional side dishes, raising concerns about customer treatment [16][17] - The manager of the Haidilao location confirmed the incident and stated that staff training would be conducted to improve communication [18]

Core Insights - Alibaba Group's CEO, Wu Yongming, reported that the daily active users (DAU) of the Gaode Street Ranking exceeded 70 million in October, with daily comments being more than three times that of the same period last year [1] - The Gaode Street Ranking, launched as a key service entry, utilizes a "behavior + credit" dual-driven mechanism, incorporating AI for evaluation to avoid issues of score manipulation [1] - The Gaode Street Ranking achieved over 40 million users within a month of its launch, reaching nearly half of Gaode's overall monthly active user data [1] Group 1 - The peak DAU for Gaode reached 360 million on October 1, setting a historical record [1] - Gaode has initiated multiple support measures, including the "Good Store Support Plan," investing over 1 billion yuan in subsidies to encourage in-store consumption [1] - Over 150,000 merchants consulted for entry within 72 hours of waiving the one-year entry fee for national catering businesses [1] Group 2 - The "Good Store" traffic increased by 300% year-on-year on the day the Street Ranking was integrated, with local dining orders rising by 150% [1] - Wu Yongming emphasized that enhancing consumer trust will boost consumer confidence, allowing merchants to focus on operations and consumers to feel secure, promoting healthier and sustainable development in the offline service industry [2]

本报讯 （记者梁傲男）11月25日晚，在阿里巴巴集团控股有限公司（以下简称"阿里"）2026财年Q2业 绩电话会上，阿里CEO吴泳铭表示，10月份高德扫街榜日均DAU（日活跃用户数）超7000万，日均评 论量是去年同期的3倍多。 其中，广西北海"越乡小厨"凭借真实口碑登顶全国TOP100美食榜榜首，国庆期间叫号超300桌；广 州"滋粥楼"、成都"康二姐串串"等老店也因上榜，迎来多年未见的排队长龙。 高德扫街榜，是报告期内阿里重点发布的生活服务入口，主打"行为+信用"双轮驱动机制：不仅基于用 户真实的到店行为，还引入AI进行评价的综合校准，有效规避传统榜单易被刷分、注水的问题，构建 了一套线下服务的全新信用体系。 吴泳铭在电话会上还表示："我们相信，提升消费信任一定有助于提振消费信心，让商家专心经营、消 费者放心消费，促进线下服务业更健康可持续发展。" 9月10日发布当日，扫街榜用户量即突破4000万，不到一个月吸引超4亿用户使用，渗透率接近高德整体 月活数据的一半。根据QuestMobile的最新数据，高德月活已超9亿。 此外高德扫街榜上线后，还很快与高德地图形成1+1>2的飞轮效应，用户规模在短时间内双双显 ...

11月25日晚，在阿里巴巴集团2026财年Q2业绩电话会上，阿里巴巴集团CEO吴泳铭表示，10月高德扫 街榜日均DAU超7000万，日均评论量是去年同期的3倍多。 高德扫街榜，是报告期内阿里巴巴集团重点发布的生活服务入口，主打"行为+信用"双轮驱动机制：不 仅基于用户真实的到店行为，还引入AI进行评价的综合校准，有效规避传统榜单易被刷分、注水的问 题，构建了一套线下服务的全新信用体系。 9月10日发布当日，扫街榜用户量即突破4000万，不到一月吸引超4亿用户使用，渗透率接近高德整体月 活数据的一半。根据QuestMobile的最新数据，高德月活已超9亿。 此外高德扫街榜上线后，还很快与高德地图形成1+1>2的飞轮效应，用户规模在短时间内双双显著上 升。10月1日，高德DAU峰值突破3.6亿，创下历史新高。 扫街榜之外，高德还密集连发多项组合式支持举措：启动"烟火好店支持计划"，投入超10亿元补贴鼓励 用户到店消费；为全国餐饮商家免一年入驻费，72小时内吸引超15万商家咨询入驻；发布人均83元的平 价TOP100餐厅榜，惠及普通消费者。 10月1日当天，接入扫街榜的"烟火小店"流量同比增长300%，本地生活餐饮 ...

今年"双11"期间，本地生活服务（如外卖、即时零售）成为核心战场，美团闪购、京东秒送等平台表现 突出，销售额和用户增长显著。"双11"后不到一周，京东集团创始人、董事局主席刘强东宣布推出京东 外卖独立APP、京东点评、京东真榜。此前，阿里巴巴旗下高德地图宣布推出基于用户行为产生的榜 单"高德扫街榜"。自9月以来，本地生活服务领域迎来竞争浪潮。各个平台密集调整战略、升级服务， 竞争场景从"到家"延伸至"到店"，从餐饮拓宽至酒旅，多领域、高强度的行业变革正深刻重塑市场格 局。 当前，行业竞争焦点已从规模扩张转向服务质量与体验提升，人工智能赋能与信用机制重建成为平台突 围的重要方向。在这场"无硝烟的战争"中，消费者、商家与平台如何共享发展红利，成为行业关注的重 点。 差异竞争重塑格局 随着互联网流量红利逐渐消退，本地生活成为各大平台寻求新增长点的关键战场。 高德推出"扫街榜"与"烟火好店支持计划"，并宣布对全国餐饮商家免收首年开店费，提供配套扶持举 措；抖音推出"烟火小店扶持计划"；美团重启品质外卖并引入AI筛选真实评价；淘宝闪购与饿了么联合 推出团购业务；小红书凭借社区属性推出"小红卡"会员服务……这一系列举措表 ...