This morning, many media and Kol gathered in Hangzhou to attend this Alibaba press conference with a full atmosphere. There is a lot of information on site, so we will directly focus on it here.
1. The controversial Ali confidentiality project was announced. Some of them, as expected by the outside world, were indeed focused on the store business.
2. Previously, Taobao flash sale was directed to the "home delivery" business, and this time Gaode started to "home delivery". The Alibaba Group takes advantage of the group's advantages and attacks on both sides, continuing to attack Meituan's two core businesses.
3. On Alibaba's 26th birthday, Alibaba, which has made great progress in the fields of AI and instant retail, took advantage of the victory and released the Gaode Street Sweeping List and entered the store field. This is an innovation that Gaode has accumulated map capabilities and AI technology over the past 20 years, shaping a brand new offline service credit system. This is also a microcosm of Alibaba's continuous efforts to solve social problems over the past 26 years.
4. The way Gaode enters the store starts with the list. At the press conference, Gaode released the "street sweeping list", emphasizing that the list is based on real travel behavior and is a list that cannot be beaten. The implication is that the ratings of Dianping, a subsidiary of Meituan, were obtained, and there were a lot of controversy before.
5. Gaode CEO Guo Ning said at the press conference that he organized many offline merchant research meetings this year, and industry pain points and user needs have become the original intention of making this product, hoping to create a healthy consumption environment where "good money drives out bad money". The meaning of the comments on the beta is very obvious.
6. In-store business has always been Meituan's moat. Meituan's profit margin is far higher than that of the takeaway business. It can be said that the takeaway business is Meituan's second largest barn, and in-store hotel tourism is Meituan's main source of profit. In recent years, consumers and merchants on the Internet have indeed complained about Dianping. Merchants are deeply involved in the intra-circulation of "no swipe, there will be no traffic, and no swipe can be stopped". Consumers do not believe in the merchant's real ratings, which can be said to be unpleasant on both sides.
7. Gaode has firmly ranked first in the Chinese map market, with 170 million daily active users, second only to Taobao in the Alibaba system. This time, it is natural to enter the life service scenario based on navigation scenarios and is also its unique advantage.
8. A single hair moves the whole body. Alibaba should have obviously planned its in-store business. It is said that this confidentiality project was launched in June, and Alibaba's Xixi Park launched Building 4, which has never been opened for this purpose. The confidentiality has finally been announced for 3 months.
9. Alibaba CEO said in the Alibaba financial report performance call on August 29 that Gaode has the opportunity to become an important new entrance to future life services through AI upgrades, and the meaning is clear. The series of actions released today seem to be a response to the implementation, which means that Gaode's strategic position in the Alibaba system will continue to improve and will become another super entrance to Alibaba's life services.
10. Although the fireworks have been emphasized at the press conference, I can be realistic and smell the strong smell of gunpowder.
11. The second half of the flash sale war officially began. It is happening in the future, and it will inevitably be a series of good shows. Everyone sit on the bench and continue watching the show.
