1、ab10 September 2025Global ResearchFirst ReadChina Internet SectorOur thoughts on Amaps ranking feature launchEvent:Amap launched Street Food Ranking featureAlibabas Amap launched its Street Food Ranking feature today(10 Aug).Instead of traditional user reviews,Amaps AI-powered ranking is based on ac

2、tual user behaviour,including no.of users navigating to a store,repeat purchase rate,intentional visits,and the diversity of visitor demographics.The system also leverages the demographics and credit profile from Alipays users for better accuracy.Amaps ranking is emphasized as not being designed for

3、 monetization.Initially,Amaps ranking would cover over 300 cities,providing recommendations for 1.6m local businesses,spanning from restaurants,hotels and attractions.To drive user engagement,Amap would invest Rmb1bn platform subsidies,which would support ride-hailing trips and offline restaurant pu

4、rchases.These efforts aim to bring an additional 10m daily user traffic to local businesses.Meanwhile,Meituan announced to integrate its in-house LLM into Dianping(a location-based rating app)to refine review filtering process,and would launch a ToC Agentic AI service in a week.3 implications from A

5、maps upgrade1)In-store:BABAs ambition in local services.Following BABAs stepped up investments in food delivery and quick commerce,we view Amaps upgrade as a preliminary step toward its entry into the in-store business.This approach contrasts with Meituan Dianping,which primarily focuses on location

6、-based search.It is reported that Amap currently has 170m DAU,processing over 120m searches and 13m navigation requests to local businesses per day.In comparison,Meituan Dianping has 33m DAU(1/6 of Amap),albeit its stronger focus on local services,according to QuestMobile(Fig 1).We see Meituan Dianp