2026年一开年，高德北京总部洋溢着喜悦之情。高德员工宋磊高兴地说，过去一年大家干劲十足，年底 能拿到丰厚年终奖了。员工士气高涨背后，高德地图最新月活跃用户数已达9.96亿，高出第二名一大 截。 宋磊更开心的是，团队过去一年的努力，得到了阿里巴巴集团CEO吴泳铭的认可，他不光替高德的活动 站台，还在新年家书里，称赞高德去年推出的扫街榜能让商家专心经营、让消费者放心消费。 在阿里合伙人、技术派掌门刘振飞的带领下，高德地图以月活跃用户数9.96亿的体量，成为阿里生态中 跃升的关键力量，其破局点在于去年推出的扫街榜。它的推出标志着高德从导航工具成功转型为本地生 活服务的重要入口，与淘宝、支付宝、千问等业务深度协同，构成了阿里"AI+大消费"战略的核心支 点。 高德扫街榜是阿里生态协同的新典范。它在去年9月发布后，带动高德地图月活跃用户数持续攀升。曾 经游离于阿里主航道的高德，是怎么成为集团打通线上线下的关键棋子的？这背后藏着一个阿里技术派 蛰伏与崛起的故事。 01、技术派掌门的蛰伏与崛起 "他是个被低估的阿里合伙人。"阿里前员工李笠告诉《财经天下》。高德现任董事长刘振飞为人低调， 毕业于计算机专业，拥有北京科技大学 ...

Core Viewpoint - The article discusses the launch of Gaode's "Street Ranking" project, which aims to compete with platforms like Dazhong Dianping by leveraging real user behavior data and integrating it with Alipay's credit scoring system to enhance its ranking credibility [2][3][6]. Group 1: Product Launch and Features - Gaode's "Street Ranking" was officially launched on September 10, 2023, and claims to have over 40 million daily active users, making it the largest food ranking platform in China [6]. - The ranking system incorporates various user behaviors, including navigation and search, with higher weights given to users with higher Alipay Sesame scores [3][6]. - This is not Gaode's first attempt to enter the local services market; a similar initiative called "Gaode Guide" was launched five years ago, emphasizing real user experiences [7][11]. Group 2: Historical Context and Strategic Decisions - Gaode was acquired by Alibaba in 2014, during a time when the O2O (Online to Offline) market was highly competitive, but Gaode chose to focus solely on navigation rather than O2O services [12][16]. - Under the leadership of Yu Yongfu, Gaode's user base grew significantly, surpassing Baidu Maps in active users, but the monetization of navigation apps remains a challenge [19][20]. - In 2022, the global revenue for navigation platforms was approximately $16.2 billion, which is significantly lower than social media and e-commerce platforms [21][22]. Group 3: Challenges in Monetization and User Engagement - The inherent tool-like nature of navigation apps poses a challenge for user engagement and monetization, as users typically do not spend extended periods on these platforms [24][25]. - Despite Gaode's high daily active user count, it struggles to convert this traffic into revenue, as evidenced by the low monetization rates across the industry [20][41]. - The article highlights that Gaode's attempts to diversify its offerings have not significantly changed its core user engagement metrics, which remain focused on navigation [26][41]. Group 4: Competitive Landscape - The article compares Gaode's efforts to those of Dazhong Dianping, emphasizing that while Gaode has a large user base, it lacks the content ecosystem that allows for effective user engagement and monetization [39][40]. - Dazhong Dianping has successfully built a robust user-generated content platform, which Gaode is attempting to replicate but faces challenges due to its tool-centric identity [35][41]. - The historical context of other platforms like Koubei, which struggled to find a foothold in the competitive landscape, is also discussed, illustrating the difficulties faced by Gaode in establishing itself as a leader in local services [52][54].

Core Viewpoint - Alibaba is focusing on Gaode and has restarted its ranking business, which is seen as a complex strategic move to compete with Meituan's Dianping [5][9][26]. Summary by Sections Gaode's New Ranking Business - Gaode launched the "Gaode Street Ranking" on September 10, focusing on three categories: food, hotels, and scenic spots, primarily featuring offline dining rankings [5][8]. - The new ranking system is based on user behavior and credit, leveraging Zhima Credit to ensure the rankings are authentic and cannot be manipulated [5][11]. Historical Context and Support - Gaode previously introduced the "Gaode Guide" in September 2020, aiming to provide decision-making services through a data-driven ranking system [7]. - The current ranking initiative has received significant support from Alibaba's upper management, including attention from Jack Ma, indicating a strong commitment to this project [7][12]. Competitive Landscape - Gaode's ranking system is designed to counter Meituan's Dianping, with a focus on data authenticity to avoid issues of fake reviews prevalent in traditional platforms [11][20]. - As of September 10, Gaode reported 1.86 billion daily active users (DAU), surpassing Dianping, and has over 7 million restaurant listings across China [14]. Strategic Implications - The integration of Gaode's ranking business with Alibaba's broader ecosystem could enhance its competitive edge, potentially linking with other services like Ele.me and Taobao Shanguo [20][21]. - The local life group within Alibaba has shown consistent revenue growth, reaching hundreds of billions in scale over the past two fiscal years [20]. Industry Dynamics - The competitive environment is intensifying, with Alibaba's various platforms, including Taobao Shanguo and Ele.me, actively engaging in the food delivery market, while Gaode aims to fill the gap in the offline dining sector [16][18]. - Meituan's Dianping, despite its challenges, remains a significant cash flow source for the company, highlighting the importance of maintaining a competitive edge in the local services market [25][26].