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来不及了快上车

来不及了快上车

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IP属地：浙江

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来不及了快上车

09-18

卖出阿里

来不及了快上车

09-18

欠钱是大爷

欠费14元像欠债40万？美团打车“催收式”短信遭吐槽

来不及了快上车

09-12

33

来不及了快上车

09-12

回头看，如果榜单那么好做，就不配单独有个app也不值得认同这么多年

来不及了快上车

09-12

又一个亏钱的玩意罢了，阿里什么都想做，什么都做不好

高德扫街，故事难讲

来不及了快上车

09-12

$霸王茶姬(CHA)$ 李东开始布局了[开心]

来不及了快上车

09-04

$霸王茶姬(CHA)$ 倒闭了[流泪]

来不及了快上车

09-02

今天中午闪购，蓝衣服根本没送到我手里，打了一个不通不打了，放保安亭，老远了

来不及了快上车

08-28

可以空了，美团暴跌

来不及了快上车

08-28

$美团-W(03690)$ 补了一手，哎，造孽

来不及了快上车

08-25

$美团-W(03690)$

来不及了快上车

08-18

$中国飞鹤(06186)$ 短期来看并不理想

来不及了快上车

07-31

$霸王茶姬(CHA)$ 第一次买。费用还挺高

来不及了快上车

07-30

$联合健康(UNH)$ 可以进场，利空到头了

来不及了快上车

07-30

$理想汽车-W(02015)$ 暴跌原因

来不及了快上车

07-30

招银确实🐮

异动解读 | 极兔速递-W盘中大涨5.01%，东南亚业务强劲增长获多家券商上调目标价

来不及了快上车

07-28

$中国飞鹤(06186)$

来不及了快上车

07-25

$维立志博-B(09887)$ 很硬

来不及了快上车

07-24

$拼多多(PDD)$ 这价格已经彻底疯狂

来不及了快上车

07-24

$维立志博-B(09887)$

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10:33","market":"us","language":"zh","title":"欠费14元像欠债40万？美团打车“催收式”短信遭吐槽","url":"https://stock-news.laohu8.com/highlight/detail?id=2568455035","media":"三言财经","summary":"三言Pro近日，三言注意到有网友反映自己遭到美团打车“催收式”短信通知提醒交费。这名网友称，“美团真是恶心到家了”，自己可能无意中使用美团打车；然后收到订单逾期警示短信。笔者亲测：使用美团打车欠款14元五天后遭“催收式”短信通知为了求证网友经历是否属实，笔者亲自使用美团打车进行测试。行程结束后，为了验证是否会收到美团打车“催收式”短信，笔者故意没有付款。","content":"<html><body><p>三言Pro</p><p>近日，三言注意到有网友反映自己遭到<a href=\"https://laohu8.com/S/MPNGY\">美团</a>打车“催收式”短信通知提醒交费。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/D6FAC44AE7735C165F34951D6566AD420F69F4C9_size80_w1080_h938.jpg\"/></p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/B5DAD7F773CE9EFEB3A14303A5C1CE8280CA0B25_size104_w1080_h929.jpg\"/></p><p>根据网友在社交平台上发布的帖子显示，<a href=\"https://laohu8.com/S/03690\">美团</a>打车给该网友发送警示短信称，“乘客您好，平台必须严肃警示您……打车账单已经逾期5天，务必于今日23:59前点击链接立即结清，否则将直接降低您在平台的个人信用。”</p><p>这名网友称，“美团真是恶心到家了”，自己可能无意中使用美团打车；然后收到订单逾期警示短信。</p><p>该网友认为，仅仅10元钱，五天未支付，美团竟以“催债公司”的逻辑催款，实在无法理解。</p><p>笔者亲测：</p><p>使用美团打车欠款14元</p><p>五天后遭“催收式”短信通知</p><p>为了求证网友经历是否属实，笔者亲自使用美团打车进行测试。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/6D2DD5B7B7C14338C26349E6AB91826C3D545D53_size72_w1080_h869.jpg\"/></p><p>“美团打车”入口在美团App首页顶部。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/046AA1B6854F6A048AE720DAB6386BE2158565B6_size136_w1080_h1692.jpg\"/></p><p>进入后，交互逻辑其它网约车平台类似，需要选择好上车点以及目的地信息。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/0B31FB649CAC97CD69F546BDF566A136A71F3D41_size167_w1080_h2246.jpg\"/></p><p>美团打车提供包括其自营车型在内的多家网约车选择，例如美团特选型、美团快车、<a href=\"https://laohu8.com/S/02643\">曹操出行</a>等。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/4A570C10109B7F6A2763A4B12B8A69C71A4E09C4_size122_w1080_h2205.jpg\"/></p><p>9月11日上午，笔者亲自使用美团打车前往1.6公里外的一家商场购物。整个打车体验除了感觉车来得比较慢外，都很不错。全程耗时5分钟，花费14元。</p><p>行程结束后，为了验证是否会收到美团打车“催收式”短信，笔者故意没有付款。</p><p>从行程结束那一刻算起，24小时内笔者未收到任何催款通知。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/6F3A2B759DCD7FE6C9CA6B8B7E3ED9F0CF683AD7_size74_w1080_h926.jpg\"/></p><p>而在9月14日，美团打车终于发来了第一条短信：</p><p>【美团打车】“支付延迟通知”重要提醒：尾号xxxx的2025-09-11订单已逾期48小时。及时支付将保障：✓ 维持良好信用记录✓ 享受平台专属权益。请立即点击或前往美团完成支付！</p><p>从这条短信的短信语气来看，语气平和，并不算严肃，还在强调有优惠之类信息。</p><p>会不会拖欠打车款比较久才会收到网友所述的“催收式”短信呢？于是笔者决定再等两天。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/70210DE953AEC1D75CFBBEC461D2D74798F65A4C_size66_w1080_h925.jpg\"/></p><p>果然，9月16日，笔者再次收到一条美团打车发的交费通知：</p><p>【美团打车】乘客您好，平台正式提醒您：订单“(京MFS131)：起点慧忠北里第二社...”已逾期5天，请务必于今日23:59前登录美团官方app完成支付，否则将直接影响您的平台信用记录！</p><p>而这一次，短信的语气严肃了很多，虽然和网友截图中的用词有出入，但确实有种“压力值爆表”感。</p><p>短信从“支付延迟通知”开头，直接转为“平台正式提醒您”；之后又是“请务必……”‘又是“否则将直接影响您的平台信用记录！”</p><p>这一连串话术给人一种“我不是欠了14元打车费，而是欠了40万‘黑网贷’”的感觉，说不定再拖几天就要“爆通讯录”。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/316D3D934C2D3C5293D5EAABD21FFC43ED7537E3_size37_w1080_h438.jpg\"/></p><p>于是笔者就这条短信内容咨询美团客服，尤其是短信中“平台信用记录”中“平台”是否指国家征信系统的信用记录提问。</p><p>但美团客服根本不正面回答，仅表示笔者以后不会再收到这类短信，同时也强调用户银行征信记录不会受影响。</p><p>大量网友吐槽美团打车</p><p>三言注意到，美团打车“催收式”通知短信情况并非个例。很多网友都曾在社交平台上吐槽过。这种情况甚至早在几年前就存在，而且短信话术都“五花八门”，并且充满“紧迫感”。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/C7FDB2127BBBA8253664BD3CB8AB26ECA2623396_size76_w1080_h1663.jpg\"/></p><p>比如有强调“平台会逐步加重处罚”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/DFC6B9D21A12C0341AD70518F267E90BE65C69D9_size95_w1080_h1359.jpg\"/></p><p>有“执行要求”，不按时支付“将采取必要措施”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/9B1B465B6A9288850BD523034528CBC81BF8FF7C_size69_w1080_h952.jpg\"/></p><p>有“账户封锁警告”、“紧急情况！您的账户将在1小时后全面封锁……”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/52C3B66F3FD9817F35FEFFB541E4D69777284245_size158_w1080_h2068.jpg\"/></p><p>有“追责即将启动”、“我方将启动刚性措施”、“避免今日23:59后的后果”、“最后警告”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/3D527B68A84CD7A1C3C514F1A9D4D77A4F25D73E_size76_w1080_h947.jpg\"/></p><p>有“征信黑名单”、“警告！如您在……不支付欠款”、“将被报送至征信机构，形成征信黑名单记录……”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/BDD3DBCC24E529FE91ED7ABC35B9C12EB68F0B37_size130_w888_h1568.jpg\"/></p><p>还有“启动处罚”、“拖欠和失信双名单处罚”、“构成拖欠并追责”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/DAE7D1ED88CFF02C893C5048031652F6D2441177_size471_w1080_h6437.jpg\"/></p><p>更离谱的是，还有网友晒出自己手机拦截记录显示，自一月起动不动就会受到美团打车的催款通知，而且从截图露出的部分看，通知短信用词都非常严厉，充满各种“法律诉讼预警”、“违约记录即将提交”、“账户封锁警告”……等内容。</p><p>诚信交易固然重要</p><p>用户体验同样应当被重视</p><p>如果不注意看通知短信前“美团打车”四个字的话，这些短信内容真的很像网贷逾期后遭到催收公司催款的短信通知。</p><p>当然，欠缴打车费用甚至故意拖欠确实不应该，使用网约车服务后及时交费也是一种义务。但是美团打车这样的行为是否少了点“人情味”呢？</p><p>现在，移动支付的便捷往往让人们有时会充满“迟钝感”。尤其是网约车支付场景，不需要抵达目的地后立刻付款，可以事后在手机上完成履约。但生活中，出现“下车后忙着办事”等情景导致忘记支付的情况并不少见。</p><p>因此，相信绝大部分消费者并非故意欠款不还。</p><p>更何况，即使是在北上广深这样的大城市，使用网约车服务再贵充其量是几百元钱。那么，因几十、几百元钱就以及其严肃的口吻“催收”，着实在用户体验方面欠考虑。</p><p>从笔者和美团客服的沟通情况来看，这种短信催收形式是可以关闭的；其次，短信里所谓的“影响平台征信”应该也不是指国家级别的征信系统，否则客服也不会指出对征信没有影响。</p><p>那在某种角度上可以视作美团打车这种提醒方式多少有点“小题大做”、甚至“威胁”的意思。</p><p>在如今网约车市场竞争激烈的大背景下，各个玩家都在“卷”服务、“卷”体验。</p><p>在各个细节都能让用户满意，才更有赢的胜算。</p><p>笔者真心建议美团打车方面更换交费短信通知的话术，用温柔的语言，一样能够起到提醒大家的作用，不是吗？</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>欠费14元像欠债40万？美团打车“催收式”短信遭吐槽</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n欠费14元像欠债40万？美团打车“催收式”短信遭吐槽\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-17 10:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8miWa4rkxKM><strong>三言财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>三言Pro近日，三言注意到有网友反映自己遭到美团打车“催收式”短信通知提醒交费。根据网友在社交平台上发布的帖子显示，美团打车给该网友发送警示短信称，“乘客您好，平台必须严肃警示您……打车账单已经逾期5天，务必于今日23:59前点击链接立即结清，否则将直接降低您在平台的个人信用。”这名网友称，“美团真是恶心到家了”，自己可能无意中使用美团打车；然后收到订单逾期警示短信。该网友认为，仅仅10元钱，五天...</p>\n\n<a href=\"https://tech.ifeng.com/c/8miWa4rkxKM\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","LU0633140560.USD":"AB EMERGING MARKET MULTI ASSET PORTFOLIO \"A\" (USD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES 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SGD"},"source_url":"https://tech.ifeng.com/c/8miWa4rkxKM","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2568455035","content_text":"三言Pro近日，三言注意到有网友反映自己遭到美团打车“催收式”短信通知提醒交费。根据网友在社交平台上发布的帖子显示，美团打车给该网友发送警示短信称，“乘客您好，平台必须严肃警示您……打车账单已经逾期5天，务必于今日23:59前点击链接立即结清，否则将直接降低您在平台的个人信用。”这名网友称，“美团真是恶心到家了”，自己可能无意中使用美团打车；然后收到订单逾期警示短信。该网友认为，仅仅10元钱，五天未支付，美团竟以“催债公司”的逻辑催款，实在无法理解。笔者亲测：使用美团打车欠款14元五天后遭“催收式”短信通知为了求证网友经历是否属实，笔者亲自使用美团打车进行测试。“美团打车”入口在美团App首页顶部。进入后，交互逻辑其它网约车平台类似，需要选择好上车点以及目的地信息。美团打车提供包括其自营车型在内的多家网约车选择，例如美团特选型、美团快车、曹操出行等。9月11日上午，笔者亲自使用美团打车前往1.6公里外的一家商场购物。整个打车体验除了感觉车来得比较慢外，都很不错。全程耗时5分钟，花费14元。行程结束后，为了验证是否会收到美团打车“催收式”短信，笔者故意没有付款。从行程结束那一刻算起，24小时内笔者未收到任何催款通知。而在9月14日，美团打车终于发来了第一条短信：【美团打车】“支付延迟通知”重要提醒：尾号xxxx的2025-09-11订单已逾期48小时。及时支付将保障：✓ 维持良好信用记录✓ 享受平台专属权益。请立即点击或前往美团完成支付！从这条短信的短信语气来看，语气平和，并不算严肃，还在强调有优惠之类信息。会不会拖欠打车款比较久才会收到网友所述的“催收式”短信呢？于是笔者决定再等两天。果然，9月16日，笔者再次收到一条美团打车发的交费通知：【美团打车】乘客您好，平台正式提醒您：订单“(京MFS131)：起点慧忠北里第二社...”已逾期5天，请务必于今日23:59前登录美团官方app完成支付，否则将直接影响您的平台信用记录！而这一次，短信的语气严肃了很多，虽然和网友截图中的用词有出入，但确实有种“压力值爆表”感。短信从“支付延迟通知”开头，直接转为“平台正式提醒您”；之后又是“请务必……”‘又是“否则将直接影响您的平台信用记录！”这一连串话术给人一种“我不是欠了14元打车费，而是欠了40万‘黑网贷’”的感觉，说不定再拖几天就要“爆通讯录”。于是笔者就这条短信内容咨询美团客服，尤其是短信中“平台信用记录”中“平台”是否指国家征信系统的信用记录提问。但美团客服根本不正面回答，仅表示笔者以后不会再收到这类短信，同时也强调用户银行征信记录不会受影响。大量网友吐槽美团打车三言注意到，美团打车“催收式”通知短信情况并非个例。很多网友都曾在社交平台上吐槽过。这种情况甚至早在几年前就存在，而且短信话术都“五花八门”，并且充满“紧迫感”。比如有强调“平台会逐步加重处罚”的；有“执行要求”，不按时支付“将采取必要措施”的；有“账户封锁警告”、“紧急情况！您的账户将在1小时后全面封锁……”的；有“追责即将启动”、“我方将启动刚性措施”、“避免今日23:59后的后果”、“最后警告”的；有“征信黑名单”、“警告！如您在……不支付欠款”、“将被报送至征信机构，形成征信黑名单记录……”的；还有“启动处罚”、“拖欠和失信双名单处罚”、“构成拖欠并追责”的；更离谱的是，还有网友晒出自己手机拦截记录显示，自一月起动不动就会受到美团打车的催款通知，而且从截图露出的部分看，通知短信用词都非常严厉，充满各种“法律诉讼预警”、“违约记录即将提交”、“账户封锁警告”……等内容。诚信交易固然重要用户体验同样应当被重视如果不注意看通知短信前“美团打车”四个字的话，这些短信内容真的很像网贷逾期后遭到催收公司催款的短信通知。当然，欠缴打车费用甚至故意拖欠确实不应该，使用网约车服务后及时交费也是一种义务。但是美团打车这样的行为是否少了点“人情味”呢？现在，移动支付的便捷往往让人们有时会充满“迟钝感”。尤其是网约车支付场景，不需要抵达目的地后立刻付款，可以事后在手机上完成履约。但生活中，出现“下车后忙着办事”等情景导致忘记支付的情况并不少见。因此，相信绝大部分消费者并非故意欠款不还。更何况，即使是在北上广深这样的大城市，使用网约车服务再贵充其量是几百元钱。那么，因几十、几百元钱就以及其严肃的口吻“催收”，着实在用户体验方面欠考虑。从笔者和美团客服的沟通情况来看，这种短信催收形式是可以关闭的；其次，短信里所谓的“影响平台征信”应该也不是指国家级别的征信系统，否则客服也不会指出对征信没有影响。那在某种角度上可以视作美团打车这种提醒方式多少有点“小题大做”、甚至“威胁”的意思。在如今网约车市场竞争激烈的大背景下，各个玩家都在“卷”服务、“卷”体验。在各个细节都能让用户满意，才更有赢的胜算。笔者真心建议美团打车方面更换交费短信通知的话术，用温柔的语言，一样能够起到提醒大家的作用，不是吗？","news_type":1,"symbols_score_info":{"03690":1.5,"METmain":0.6,"HMTD.SI":0.6,"MPNGY":0.6}},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477606147392312,"gmtCreate":1757613233824,"gmtModify":1757613235226,"author":{"id":"3506287766564292","authorId":"3506287766564292","name":"来不及了快上车","avatar":"https://static.tigerbbs.com/eee2c21fc76011a50fb46048b486e783","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3506287766564292","authorIdStr":"3506287766564292"},"themes":[],"htmlText":"33","listText":"33","text":"33","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477606147392312","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":477603179704784,"gmtCreate":1757612089835,"gmtModify":1757612091877,"author":{"id":"3506287766564292","authorId":"3506287766564292","name":"来不及了快上车","avatar":"https://static.tigerbbs.com/eee2c21fc76011a50fb46048b486e783","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3506287766564292","authorIdStr":"3506287766564292"},"themes":[],"htmlText":"回头看，如果榜单那么好做，就不配单独有个app也不值得认同这么多年","listText":"回头看，如果榜单那么好做，就不配单独有个app也不值得认同这么多年","text":"回头看，如果榜单那么好做，就不配单独有个app也不值得认同这么多年","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477603179704784","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477600322077560,"gmtCreate":1757611405629,"gmtModify":1757611407592,"author":{"id":"3506287766564292","authorId":"3506287766564292","name":"来不及了快上车","avatar":"https://static.tigerbbs.com/eee2c21fc76011a50fb46048b486e783","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3506287766564292","authorIdStr":"3506287766564292"},"themes":[],"htmlText":"又一个亏钱的玩意罢了，阿里什么都想做，什么都做不好","listText":"又一个亏钱的玩意罢了，阿里什么都想做，什么都做不好","text":"又一个亏钱的玩意罢了，阿里什么都想做，什么都做不好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/477600322077560","repostId":"2566899947","repostType":2,"repost":{"id":"2566899947","kind":"news","pubTimestamp":1757597807,"share":"https://www.laohu8.com/m/news/2566899947?lang=&edition=full","pubTime":"2025-09-11 21:36","market":"hk","language":"zh","title":"高德扫街，故事难讲","url":"https://stock-news.laohu8.com/highlight/detail?id=2566899947","media":"蓝鲸财经","summary":"9月10日，借着阿里成立26周年之际，其旗下高德地图，正式发布“高德扫街榜”，强调“真实”和“永不商业化”，直指美团旗下大众点评的核心阵地。目前，高德扫街榜已覆盖全国300多个地级市，有160万个商家上榜，包括87万家餐厅、23万家酒店和近5万个景区。一名业内人士解释，高德推出扫街榜的核心逻辑，是以“无商业化、重质量”的姿态切入本地生活市场，最直接的目的在于抢占流量入口。","content":"<html><body><blockquote><p>作者 |定焦One 李梦冉</p></blockquote><p>阿里和<a href=\"https://laohu8.com/S/MPNGY\">美团</a>，又杠上了。</p><p>9月10日，借着阿里成立26周年之际，其旗下高德地图，正式发布“高德扫街榜”，强调“真实”和“永不商业化”，直指<a href=\"https://laohu8.com/S/03690\">美团</a>旗下大众点评的核心阵地。</p><p>此前，该业务已释放多重信号：市场早有传言阿里在总部推进高级别本地生活新项目，高德团队频繁往返北京、杭州协同。有求职者及高德前员工透露，8月收到专项攻坚面试或回流邀约，项目核心团队集中在阿里西溪园区“C4楼”封闭办公，进一步印证阿里加码本地生活的动作。</p><p>如今这个神秘的业务终于揭开面纱，预料之中的是，阿里再攻本地生活，这次寄希望于高德从地图工具变为消费决策入口；而在猜测之外的，则是目前并未与阿里其他业务打通，仅由高德单方面单打独斗。</p><p>事实上，这并不是阿里第一次在本地生活中的尝试，此前，它依托口碑网、饿了么等，试图在团购、外卖等赛道突围，但始终未能撼动美团的地位。</p><p>这一次，高德称将发出2亿打车券、9.5亿消费券，降低用户的到店成本，为烟火小店提供5000万次的精准曝光。这又将是一场烧钱换流量的游戏。</p><p>同一天，美团大众点评宣布将正式“重启”品质外卖服务，将以“AI+真实高分”为用户提供可靠决策，剔除非真实点评数据。在大众点评“品质外卖”入口，也将发放2500万张不同种类的大额“品质外卖”消费券。</p><p>而在此之前，美团推出美食社区产品“鸭觅”APP，同样打出拒绝商业化的口号。这一系列动作也被视为美团的防御与反击。</p><p>外卖大战尚未尘埃落定，新一轮较量又将开启。</p><p>高德扫街，是噱头还是突破？</p><p>同样是将地图和到店结合，有人说，高德扫街榜有机会成为中国版的Google Map，也有人担心，它会影响地图最核心的使用体验。</p><p>我们先来看看高德扫街榜。高德扫街榜分为状元榜、扫街榜、热门打卡和城市指南四大部分，涵盖“吃喝玩住”。</p><p>其中，“状元榜”为年度榜单，覆盖美食、酒店、景区三大类。“扫街榜”为日榜，以线下餐食商家为主；此外扫街榜中还包括一些特色美食榜单，比如“烟火小店”“本地人爱去”“多次前往”等。“热门打卡”和“城市指南”榜单则聚焦周边娱乐、社交场所和景区等。</p><p><img src=\"https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/429c29d902f24e699dfdd36411df46e3~tplv-tt-shrink:640:0.image?lk3s=06827d14&amp;traceid=20250911104707C37677010FAF9316F00E&amp;x-expires=2147483647&amp;x-signature=ybIaAFhTfPHgd6kMlIPsxXSvE08%3D\" width=\"640\"/></p><p>目前，高德扫街榜已覆盖全国300多个地级市，有160万个商家上榜，包括87万家餐厅、23万家酒店和近5万个景区。</p><p>按照高德的说法，扫街榜的最大亮点有两个：</p><p>一是真实，榜单通过融合用户真实行为数据（如导航、搜索、到店、收藏）与AI算法，并引入芝麻信用做可信评价加权，二是“永不商业化”，不接入广告和佣金入口，避免榜单被“买榜”。可以看到的是，高德扫街榜并没有接入消费入口。</p><p>相比之下，早在2021年就有消息称，美团内部测算大众点评佣金收入以及广告收入超过100亿元，接近美团到店业务的三分之一。</p><p>一位餐厅商家告诉“定焦One”，如果不在大众点评上花钱做推广，门店可能很难被顾客注意到。高德扫街榜“永不商业化”的口号诱惑力很大，但他也坦言，现在高德扫街榜单是个新产品，定位比较理想化，他还需要持续观望，看看平台是否“言行一致”。</p><p>产品发布后，在社交平台上也褒贬不一。支持的用户称，“能够倒逼行业整治刷好评和广告。”</p><p>不看好的用户也不少，疑虑主要集中在榜单依赖导航行为。有用户评价，“本地人和回头客根本不用导航，这是否是个伪命题？”“商家又要卷新的游戏规则”。</p><p><img src=\"https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/64a4bfd7c3894989842668de9de2521d~tplv-tt-shrink:640:0.image?lk3s=06827d14&amp;traceid=20250911104707C37677010FAF9316F00E&amp;x-expires=2147483647&amp;x-signature=oFcbiolwJsUg3BOyv87JRHHftoo%3D\" width=\"640\"/></p><p>一名业内人士解释，高德推出扫街榜的核心逻辑，是以“无商业化、重质量”的姿态切入本地生活市场，最直接的目的在于抢占流量入口。相比依赖广告变现，这种路径在短期内有助于提升高德的用户规模、粘性以及使用场景的延展性。</p><p>而从商家端来看，榜单机制会驱动他们通过优化服务、改进菜品质量等方式主动运营，以维持排名。这个过程本身就意味着新的商业价值积累，也是高德扫街榜与大众点评运营逻辑差异化所在，甚至可能反哺阿里在外卖、闪购等相关业务的发展。</p><p>如果这一“理想化”定位能够真正落地，商家将多一个更纯粹的展示平台，而阿里也能在本地生活场景中沉淀长期价值。但必须承认，想依靠扫街榜在本地生活领域突出重围，高德面临的挑战不小。</p><p>阿里本地生活屡战屡败，高德能成为黑马吗？</p><p>事实上，这并非高德第一次做榜单，也并非阿里在本地生活赛道首次落子。</p><p>早在2020年，高德就曾推出过“高德指南”，发布了包含美食、酒店、景点、玩乐四个类别的“必去榜”。不过，彼时的榜单只是一个单纯的榜单，没有像“高德扫街榜”这样打出依托AI算法模型和用户行为数据进行动态更新。</p><p>而阿里的本地生活故事，还要从更早的口碑网说起。</p><p><img src=\"https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/b6e6782bf1804d6abf48a2bea19445f8~tplv-tt-shrink:640:0.image?lk3s=06827d14&amp;traceid=20250911104707C37677010FAF9316F00E&amp;x-expires=2147483647&amp;x-signature=ZoNJ7H4qAQj4mFZm1aYW%2F2S2ZTQ%3D\" width=\"640\"/></p><p>2004年，李治国从<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>离职后，创办口碑网，主打提供房产信息，两年后，阿里注资入局，口碑网开始扩大业务范围。2008年，阿里完成对口碑网的全资收购，李治国也回归阿里负责口碑网，和雅虎中国合并称“雅虎口碑”。</p><p>站在现在的视角回望，口碑网更像是阿里在本地生活领域的“试水工具”，错失了和大众点评网一较高下的机会。</p><p>次年，伴随阿里“大淘宝”战略升级，口碑网被并入淘宝体系，这一调整看似是资源整合，实则让口碑网陷入“定位模糊”的困境。有消息称，并入淘宝后，口碑网的老员工走了一大半。阿里的第一次本地生活探索以“迷茫”收尾。</p><p>直到2013年移动互联网浪潮兴起，O2O（线上到线下）模式成为市场热点，阿里加快了本地生活的布局节奏：一方面，推出“淘点点”平台，涵盖外卖与团购两大核心业务；另一方面，以注资形式获得高德28%的股份，首次涉足地图赛道，并于次年以11亿美元完成了对高德的全资收购。第二次尝试，思路清晰，但在执行上并未跑出规模。</p><p>2015年，中国进入移动支付大发展年，支付宝急需通过线下场景巩固用户粘性，阿里的本地生活战略也迎来重要调整：6月，阿里与蚂蚁金服（已改名<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>）正式重启“口碑”，由时任阿里副总裁的范驰接棒CEO；同时，将淘点点的商家侧资源与运营团队整体并入口碑，实现资源集中。这一次重启，口碑从“资讯提供”正式转换到“本地生活交易服务”，2017年口碑上线独立APP。</p><p>2018年是阿里本地生活的关键一年：4月，阿里以全资收购的方式买下饿了么，直接帮阿里补齐了“到家”业务的短板，与口碑的“到店”业务形成互补。同年10月，饿了么和口碑正式合并，成立<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>本地生活服务公司，打造本地生活服务平台，由阿里巴巴联合创始人王磊担任总裁。</p><p>这一阶段，可以算是阿里在本地生活的第三次大动作，但这一整合的效果未达预期，易观智库数据显示，2019年上半年口碑饿了么活跃商户达到400万家，同期美团590万家；餐饮外卖方面，美团一直占据市场份额的一半以上。</p><p>2021年7月，阿里再次调整本地生活架构，将饿了么、飞猪、高德正式整合为“本地生活服务板块”，曾多次“临危受命”的俞<a href=\"https://laohu8.com/S/300712\">永福</a>又一次重返中心战场，代表阿里集团分管本地生活整个版块。这一调整，让高德开始承担更多生态协同角色。</p><p>直到2023年3月，高德再次被推向台前。多家媒体报道，高德召开内部会议，宣布和阿里本地生活服务板块下饿了么到店业务（原口碑）正式合并，未来阿里旗下所有本地生活到店业务将统一并入高德。这意味着，经过多年的整合与试错，阿里最终选择将本地生活的“到店核心”交给高德。</p><p>第四次押注，阿里对高德寄予厚望。不过，高德未能成为阿里本地生活的新支点。</p><p>从业务布局看，今年6月，淘天集团整合饿了么、飞猪后，发力淘宝闪购，本地生活与酒旅入口及重心移至闪购，高德存在感骤降；商业化层面，高德作为地图功能性应用，商业化进展缓慢，尤其是2020年开始自负盈亏，增长压力更大。一直到2025财年第三季度，才依靠降本首次实现盈利。</p><p>从口碑网的早期探索，到淘点点的试水，再到饿了么的收购与高德的接棒，阿里本地生活沉浮已十几年。如今高德能否成为阿里本地生活的“破局关键”尚未可知。</p><p>从现有信息来看，此次高德扫街榜目前仍停留在单枪匹马作战阶段，没有饿了么、闪购的协同，没有重金补贴，也没有集团高层“站台”。一位业内人士认为，这更像是高德向集团内部证明其自身价值的一次表态。</p><p>高德扫街，美团慌吗？</p><p>高德如今强势“扫街”，美团还能否安心“打榜”？</p><p>海豚社创始人李成东评价称，高德扫街榜这一动作“稳准狠”，找准了痛点。但阿里如果想借高德地图，改变用户心智，让地图导航挑战美团变成本地生活服务的第一入口，仍面临巨大挑战。</p><p>具体而言，目前高德扫街榜的优势首先在于拥有天然的流量入口。</p><p>高德坐拥7亿月活，日活用户达1.7亿，每天会产生1.2亿次生活服务相关搜索，是当之无愧的国民级APP。艾媒咨询数据显示，2024年中国网民使用的地图导航APP中，高德地图、<a href=\"https://laohu8.com/S/BIDU\">百度</a>地图和<a href=\"https://laohu8.com/S/00700\">腾讯</a>地图位列前三，占比依次为46.17%、36.96%和28.83%。</p><p>其次，大众点评、小红书等平台上的种草内容常被诟病“广告太多、缺乏真实感”，权威榜单缺失，存在一定市场机会。高德借助导航数据作为榜单评判依据，确实具备一定差异化。</p><p>不过，美团同样在强化“真实”。</p><p>前不久美团上线“鸭觅”APP，主打非商业化，通过官方筛选的“推荐官”机制减少广告、营销和刷评等，打造一个真实、纯粹的美食爱好者的独立社区。推荐官通常由鸭觅亲自寻找邀请、通过大众点评资深大V推荐等，核心指标是自费吃喝或吃的餐厅数量足够多。此前一位鸭觅推荐官向“定焦One”证实，他目前纯是为爱发电，无任何盈利性质。只是，与高德相比，鸭觅的最大短板在于缺少流量入口。</p><p>相比优势，高德面临的挑战也不少。</p><p>一来盈利模式模糊，“永不商业化”的定位，引发外界对其业务可持续性的质疑。</p><p>一名咖啡简餐商家就向“定焦One”透露，在申请入驻高德商铺时，很多信息需要开通“高德旺铺”才可以填写，如设置管理团购活动、分发优惠券、上传和更新商品信息等，甚至在没有开通的情况下，门店照片只能上传三张，目前开通界面显示“高德旺铺”基础版本为600元/年，688元/13个月。</p><p><img src=\"https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/9fe7e70d909440ad8170dabc63e46042~tplv-tt-shrink:640:0.image?lk3s=06827d14&amp;traceid=20250911104707C37677010FAF9316F00E&amp;x-expires=2147483647&amp;x-signature=N6mu2A%2B0gr1IDl0eg6XvGVPioAo%3D\" width=\"640\"/></p><p>虽然这看似是对标美团的“推广通”形式，对扫街榜上榜影响不大，但这名商家仍然觉得感受不佳。</p><p>其次，高德扫街榜依赖的地图模式也存在一些局限。有用户提出，“回头客餐厅”“本地人爱吃”等标签，往往与导航使用场景相悖。</p><p>甚至有用户担心，现阶段大部分用户仍旧依赖大众点评推荐，然后导航前往，这是否会沦为大众点评榜单的复制？</p><p>综合多位从业者的观点，高德扫街榜的推出，短期内会给行业带来讨论度，出发点也具有差异化价值，但在竞争异常激烈的本地生活赛道，“榜单难做”早已是行业共识，即便背靠阿里这样的巨头，高德也难以在短时间内实现颠覆式突破。</p><p>跟淘宝闪购发起的外卖大战相比，美团这次不用太慌。</p><p>*题图来源于高德地图微博。</p></body></html>","source":"lanjinger_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高德扫街，故事难讲</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高德扫街，故事难讲\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-11 21:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/1757559639738409622><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 |定焦One 李梦冉阿里和美团，又杠上了。9月10日，借着阿里成立26周年之际，其旗下高德地图，正式发布“高德扫街榜”，强调“真实”和“永不商业化”，直指美团旗下大众点评的核心阵地。此前，该业务已释放多重信号：市场早有传言阿里在总部推进高级别本地生活新项目，高德团队频繁往返北京、杭州协同。有求职者及高德前员工透露，8月收到专项攻坚面试或回流邀约，项目核心团队集中在阿里西溪园区“C4楼”封闭...</p>\n\n<a href=\"https://www.lanjinger.com/d/1757559639738409622\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","BK4505":"高瓴资本持仓","LU0396098781.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AT\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0608807433.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","BK1249":"综合零售","HBBD.SI":"Alibaba HK SDR 5to1","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","BK4579":"人工智能","LU1102505762.USD":"富达新兴市场焦点 A","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 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李梦冉阿里和美团，又杠上了。9月10日，借着阿里成立26周年之际，其旗下高德地图，正式发布“高德扫街榜”，强调“真实”和“永不商业化”，直指美团旗下大众点评的核心阵地。此前，该业务已释放多重信号：市场早有传言阿里在总部推进高级别本地生活新项目，高德团队频繁往返北京、杭州协同。有求职者及高德前员工透露，8月收到专项攻坚面试或回流邀约，项目核心团队集中在阿里西溪园区“C4楼”封闭办公，进一步印证阿里加码本地生活的动作。如今这个神秘的业务终于揭开面纱，预料之中的是，阿里再攻本地生活，这次寄希望于高德从地图工具变为消费决策入口；而在猜测之外的，则是目前并未与阿里其他业务打通，仅由高德单方面单打独斗。事实上，这并不是阿里第一次在本地生活中的尝试，此前，它依托口碑网、饿了么等，试图在团购、外卖等赛道突围，但始终未能撼动美团的地位。这一次，高德称将发出2亿打车券、9.5亿消费券，降低用户的到店成本，为烟火小店提供5000万次的精准曝光。这又将是一场烧钱换流量的游戏。同一天，美团大众点评宣布将正式“重启”品质外卖服务，将以“AI+真实高分”为用户提供可靠决策，剔除非真实点评数据。在大众点评“品质外卖”入口，也将发放2500万张不同种类的大额“品质外卖”消费券。而在此之前，美团推出美食社区产品“鸭觅”APP，同样打出拒绝商业化的口号。这一系列动作也被视为美团的防御与反击。外卖大战尚未尘埃落定，新一轮较量又将开启。高德扫街，是噱头还是突破？同样是将地图和到店结合，有人说，高德扫街榜有机会成为中国版的Google Map，也有人担心，它会影响地图最核心的使用体验。我们先来看看高德扫街榜。高德扫街榜分为状元榜、扫街榜、热门打卡和城市指南四大部分，涵盖“吃喝玩住”。其中，“状元榜”为年度榜单，覆盖美食、酒店、景区三大类。“扫街榜”为日榜，以线下餐食商家为主；此外扫街榜中还包括一些特色美食榜单，比如“烟火小店”“本地人爱去”“多次前往”等。“热门打卡”和“城市指南”榜单则聚焦周边娱乐、社交场所和景区等。目前，高德扫街榜已覆盖全国300多个地级市，有160万个商家上榜，包括87万家餐厅、23万家酒店和近5万个景区。按照高德的说法，扫街榜的最大亮点有两个：一是真实，榜单通过融合用户真实行为数据（如导航、搜索、到店、收藏）与AI算法，并引入芝麻信用做可信评价加权，二是“永不商业化”，不接入广告和佣金入口，避免榜单被“买榜”。可以看到的是，高德扫街榜并没有接入消费入口。相比之下，早在2021年就有消息称，美团内部测算大众点评佣金收入以及广告收入超过100亿元，接近美团到店业务的三分之一。一位餐厅商家告诉“定焦One”，如果不在大众点评上花钱做推广，门店可能很难被顾客注意到。高德扫街榜“永不商业化”的口号诱惑力很大，但他也坦言，现在高德扫街榜单是个新产品，定位比较理想化，他还需要持续观望，看看平台是否“言行一致”。产品发布后，在社交平台上也褒贬不一。支持的用户称，“能够倒逼行业整治刷好评和广告。”不看好的用户也不少，疑虑主要集中在榜单依赖导航行为。有用户评价，“本地人和回头客根本不用导航，这是否是个伪命题？”“商家又要卷新的游戏规则”。一名业内人士解释，高德推出扫街榜的核心逻辑，是以“无商业化、重质量”的姿态切入本地生活市场，最直接的目的在于抢占流量入口。相比依赖广告变现，这种路径在短期内有助于提升高德的用户规模、粘性以及使用场景的延展性。而从商家端来看，榜单机制会驱动他们通过优化服务、改进菜品质量等方式主动运营，以维持排名。这个过程本身就意味着新的商业价值积累，也是高德扫街榜与大众点评运营逻辑差异化所在，甚至可能反哺阿里在外卖、闪购等相关业务的发展。如果这一“理想化”定位能够真正落地，商家将多一个更纯粹的展示平台，而阿里也能在本地生活场景中沉淀长期价值。但必须承认，想依靠扫街榜在本地生活领域突出重围，高德面临的挑战不小。阿里本地生活屡战屡败，高德能成为黑马吗？事实上，这并非高德第一次做榜单，也并非阿里在本地生活赛道首次落子。早在2020年，高德就曾推出过“高德指南”，发布了包含美食、酒店、景点、玩乐四个类别的“必去榜”。不过，彼时的榜单只是一个单纯的榜单，没有像“高德扫街榜”这样打出依托AI算法模型和用户行为数据进行动态更新。而阿里的本地生活故事，还要从更早的口碑网说起。2004年，李治国从阿里巴巴离职后，创办口碑网，主打提供房产信息，两年后，阿里注资入局，口碑网开始扩大业务范围。2008年，阿里完成对口碑网的全资收购，李治国也回归阿里负责口碑网，和雅虎中国合并称“雅虎口碑”。站在现在的视角回望，口碑网更像是阿里在本地生活领域的“试水工具”，错失了和大众点评网一较高下的机会。次年，伴随阿里“大淘宝”战略升级，口碑网被并入淘宝体系，这一调整看似是资源整合，实则让口碑网陷入“定位模糊”的困境。有消息称，并入淘宝后，口碑网的老员工走了一大半。阿里的第一次本地生活探索以“迷茫”收尾。直到2013年移动互联网浪潮兴起，O2O（线上到线下）模式成为市场热点，阿里加快了本地生活的布局节奏：一方面，推出“淘点点”平台，涵盖外卖与团购两大核心业务；另一方面，以注资形式获得高德28%的股份，首次涉足地图赛道，并于次年以11亿美元完成了对高德的全资收购。第二次尝试，思路清晰，但在执行上并未跑出规模。2015年，中国进入移动支付大发展年，支付宝急需通过线下场景巩固用户粘性，阿里的本地生活战略也迎来重要调整：6月，阿里与蚂蚁金服（已改名蚂蚁集团）正式重启“口碑”，由时任阿里副总裁的范驰接棒CEO；同时，将淘点点的商家侧资源与运营团队整体并入口碑，实现资源集中。这一次重启，口碑从“资讯提供”正式转换到“本地生活交易服务”，2017年口碑上线独立APP。2018年是阿里本地生活的关键一年：4月，阿里以全资收购的方式买下饿了么，直接帮阿里补齐了“到家”业务的短板，与口碑的“到店”业务形成互补。同年10月，饿了么和口碑正式合并，成立阿里巴巴本地生活服务公司，打造本地生活服务平台，由阿里巴巴联合创始人王磊担任总裁。这一阶段，可以算是阿里在本地生活的第三次大动作，但这一整合的效果未达预期，易观智库数据显示，2019年上半年口碑饿了么活跃商户达到400万家，同期美团590万家；餐饮外卖方面，美团一直占据市场份额的一半以上。2021年7月，阿里再次调整本地生活架构，将饿了么、飞猪、高德正式整合为“本地生活服务板块”，曾多次“临危受命”的俞永福又一次重返中心战场，代表阿里集团分管本地生活整个版块。这一调整，让高德开始承担更多生态协同角色。直到2023年3月，高德再次被推向台前。多家媒体报道，高德召开内部会议，宣布和阿里本地生活服务板块下饿了么到店业务（原口碑）正式合并，未来阿里旗下所有本地生活到店业务将统一并入高德。这意味着，经过多年的整合与试错，阿里最终选择将本地生活的“到店核心”交给高德。第四次押注，阿里对高德寄予厚望。不过，高德未能成为阿里本地生活的新支点。从业务布局看，今年6月，淘天集团整合饿了么、飞猪后，发力淘宝闪购，本地生活与酒旅入口及重心移至闪购，高德存在感骤降；商业化层面，高德作为地图功能性应用，商业化进展缓慢，尤其是2020年开始自负盈亏，增长压力更大。一直到2025财年第三季度，才依靠降本首次实现盈利。从口碑网的早期探索，到淘点点的试水，再到饿了么的收购与高德的接棒，阿里本地生活沉浮已十几年。如今高德能否成为阿里本地生活的“破局关键”尚未可知。从现有信息来看，此次高德扫街榜目前仍停留在单枪匹马作战阶段，没有饿了么、闪购的协同，没有重金补贴，也没有集团高层“站台”。一位业内人士认为，这更像是高德向集团内部证明其自身价值的一次表态。高德扫街，美团慌吗？高德如今强势“扫街”，美团还能否安心“打榜”？海豚社创始人李成东评价称，高德扫街榜这一动作“稳准狠”，找准了痛点。但阿里如果想借高德地图，改变用户心智，让地图导航挑战美团变成本地生活服务的第一入口，仍面临巨大挑战。具体而言，目前高德扫街榜的优势首先在于拥有天然的流量入口。高德坐拥7亿月活，日活用户达1.7亿，每天会产生1.2亿次生活服务相关搜索，是当之无愧的国民级APP。艾媒咨询数据显示，2024年中国网民使用的地图导航APP中，高德地图、百度地图和腾讯地图位列前三，占比依次为46.17%、36.96%和28.83%。其次，大众点评、小红书等平台上的种草内容常被诟病“广告太多、缺乏真实感”，权威榜单缺失，存在一定市场机会。高德借助导航数据作为榜单评判依据，确实具备一定差异化。不过，美团同样在强化“真实”。前不久美团上线“鸭觅”APP，主打非商业化，通过官方筛选的“推荐官”机制减少广告、营销和刷评等，打造一个真实、纯粹的美食爱好者的独立社区。推荐官通常由鸭觅亲自寻找邀请、通过大众点评资深大V推荐等，核心指标是自费吃喝或吃的餐厅数量足够多。此前一位鸭觅推荐官向“定焦One”证实，他目前纯是为爱发电，无任何盈利性质。只是，与高德相比，鸭觅的最大短板在于缺少流量入口。相比优势，高德面临的挑战也不少。一来盈利模式模糊，“永不商业化”的定位，引发外界对其业务可持续性的质疑。一名咖啡简餐商家就向“定焦One”透露，在申请入驻高德商铺时，很多信息需要开通“高德旺铺”才可以填写，如设置管理团购活动、分发优惠券、上传和更新商品信息等，甚至在没有开通的情况下，门店照片只能上传三张，目前开通界面显示“高德旺铺”基础版本为600元/年，688元/13个月。虽然这看似是对标美团的“推广通”形式，对扫街榜上榜影响不大，但这名商家仍然觉得感受不佳。其次，高德扫街榜依赖的地图模式也存在一些局限。有用户提出，“回头客餐厅”“本地人爱吃”等标签，往往与导航使用场景相悖。甚至有用户担心，现阶段大部分用户仍旧依赖大众点评推荐，然后导航前往，这是否会沦为大众点评榜单的复制？综合多位从业者的观点，高德扫街榜的推出，短期内会给行业带来讨论度，出发点也具有差异化价值，但在竞争异常激烈的本地生活赛道，“榜单难做”早已是行业共识，即便背靠阿里这样的巨头，高德也难以在短时间内实现颠覆式突破。跟淘宝闪购发起的外卖大战相比，美团这次不用太慌。*题图来源于高德地图微博。","news_type":1,"symbols_score_info":{"89988":0.6,"03690":0.9,"09988":0.6,"BABA":0.6,"ALBmain":0.6,"METmain":0.6,"HBBD.SI":0.6,"HMTD.SI":0.6,"MPNGY":0.6}},"isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561431744953696","authorId":"3561431744953696","name":"你是哪根葱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3561431744953696","authorIdStr":"3561431744953696"},"content":"你真敢评论？[开心]你做好了哪些事","text":"你真敢评论？[开心]你做好了哪些事","html":"你真敢评论？[开心]你做好了哪些事"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477598960402808,"gmtCreate":1757610960772,"gmtModify":1757610961859,"author":{"id":"3506287766564292","authorId":"3506287766564292","name":"来不及了快上车","avatar":"https://static.tigerbbs.com/eee2c21fc76011a50fb46048b486e783","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3506287766564292","authorIdStr":"3506287766564292"},"themes":[],"htmlText":"<a 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-07-10 13:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月10日，极兔速递-W（01519）股价盘中大涨5.01%，截至13:27报价8.77港元，成交额超过3亿港元。自月初以来，该股已累计上涨近三成。</p>\n\n<p>引发股价上涨的主要原因是极兔速递近期公布的强劲业绩数据以及多家券商的正面评级。公司7月8日发布的2025年第二季度及上半年经营数据显示，上半年总包裹量达到139.9亿件，同比增长27%。其中，东南亚市场表现尤为亮眼，第二季度包裹量同比增长65.9%，创下公司上市以来的单季纪录。</p>\n\n<p>多家券商对极兔速递的业绩表现给予积极评价。大和证券将公司目标价从6.8港元上调至8.8港元；美银证券将目标价从7.7港元上调至9.1港元；招银国际更是将目标价上调45%至10港元。分析师普遍认为，极兔速递在东南亚市场的强劲增长将带来持续的成长动能，同时公司在中国市场的经验有助于其在新兴市场有效控制成本，提升盈利能力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01519":"极兔速递-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184647185","content_text":"7月10日，极兔速递-W（01519）股价盘中大涨5.01%，截至13:27报价8.77港元，成交额超过3亿港元。自月初以来，该股已累计上涨近三成。\n引发股价上涨的主要原因是极兔速递近期公布的强劲业绩数据以及多家券商的正面评级。公司7月8日发布的2025年第二季度及上半年经营数据显示，上半年总包裹量达到139.9亿件，同比增长27%。其中，东南亚市场表现尤为亮眼，第二季度包裹量同比增长65.9%，创下公司上市以来的单季纪录。\n多家券商对极兔速递的业绩表现给予积极评价。大和证券将公司目标价从6.8港元上调至8.8港元；美银证券将目标价从7.7港元上调至9.1港元；招银国际更是将目标价上调45%至10港元。分析师普遍认为，极兔速递在东南亚市场的强劲增长将带来持续的成长动能，同时公司在中国市场的经验有助于其在新兴市场有效控制成本，提升盈利能力。","news_type":1,"symbols_score_info":{"01519":1}},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461470686724104,"gmtCreate":1753673166911,"gmtModify":1753673178125,"author":{"id":"3506287766564292","authorId":"3506287766564292","name":"来不及了快上车","avatar":"https://static.tigerbbs.com/eee2c21fc76011a50fb46048b486e783","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3506287766564292","authorIdStr":"3506287766564292"},"themes":[],"htmlText":"<a 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21:36","market":"hk","language":"zh","title":"高德扫街，故事难讲","url":"https://stock-news.laohu8.com/highlight/detail?id=2566899947","media":"蓝鲸财经","summary":"9月10日，借着阿里成立26周年之际，其旗下高德地图，正式发布“高德扫街榜”，强调“真实”和“永不商业化”，直指美团旗下大众点评的核心阵地。目前，高德扫街榜已覆盖全国300多个地级市，有160万个商家上榜，包括87万家餐厅、23万家酒店和近5万个景区。一名业内人士解释，高德推出扫街榜的核心逻辑，是以“无商业化、重质量”的姿态切入本地生活市场，最直接的目的在于抢占流量入口。","content":"<html><body><blockquote><p>作者 |定焦One 李梦冉</p></blockquote><p>阿里和<a href=\"https://laohu8.com/S/MPNGY\">美团</a>，又杠上了。</p><p>9月10日，借着阿里成立26周年之际，其旗下高德地图，正式发布“高德扫街榜”，强调“真实”和“永不商业化”，直指<a href=\"https://laohu8.com/S/03690\">美团</a>旗下大众点评的核心阵地。</p><p>此前，该业务已释放多重信号：市场早有传言阿里在总部推进高级别本地生活新项目，高德团队频繁往返北京、杭州协同。有求职者及高德前员工透露，8月收到专项攻坚面试或回流邀约，项目核心团队集中在阿里西溪园区“C4楼”封闭办公，进一步印证阿里加码本地生活的动作。</p><p>如今这个神秘的业务终于揭开面纱，预料之中的是，阿里再攻本地生活，这次寄希望于高德从地图工具变为消费决策入口；而在猜测之外的，则是目前并未与阿里其他业务打通，仅由高德单方面单打独斗。</p><p>事实上，这并不是阿里第一次在本地生活中的尝试，此前，它依托口碑网、饿了么等，试图在团购、外卖等赛道突围，但始终未能撼动美团的地位。</p><p>这一次，高德称将发出2亿打车券、9.5亿消费券，降低用户的到店成本，为烟火小店提供5000万次的精准曝光。这又将是一场烧钱换流量的游戏。</p><p>同一天，美团大众点评宣布将正式“重启”品质外卖服务，将以“AI+真实高分”为用户提供可靠决策，剔除非真实点评数据。在大众点评“品质外卖”入口，也将发放2500万张不同种类的大额“品质外卖”消费券。</p><p>而在此之前，美团推出美食社区产品“鸭觅”APP，同样打出拒绝商业化的口号。这一系列动作也被视为美团的防御与反击。</p><p>外卖大战尚未尘埃落定，新一轮较量又将开启。</p><p>高德扫街，是噱头还是突破？</p><p>同样是将地图和到店结合，有人说，高德扫街榜有机会成为中国版的Google Map，也有人担心，它会影响地图最核心的使用体验。</p><p>我们先来看看高德扫街榜。高德扫街榜分为状元榜、扫街榜、热门打卡和城市指南四大部分，涵盖“吃喝玩住”。</p><p>其中，“状元榜”为年度榜单，覆盖美食、酒店、景区三大类。“扫街榜”为日榜，以线下餐食商家为主；此外扫街榜中还包括一些特色美食榜单，比如“烟火小店”“本地人爱去”“多次前往”等。“热门打卡”和“城市指南”榜单则聚焦周边娱乐、社交场所和景区等。</p><p><img src=\"https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/429c29d902f24e699dfdd36411df46e3~tplv-tt-shrink:640:0.image?lk3s=06827d14&amp;traceid=20250911104707C37677010FAF9316F00E&amp;x-expires=2147483647&amp;x-signature=ybIaAFhTfPHgd6kMlIPsxXSvE08%3D\" width=\"640\"/></p><p>目前，高德扫街榜已覆盖全国300多个地级市，有160万个商家上榜，包括87万家餐厅、23万家酒店和近5万个景区。</p><p>按照高德的说法，扫街榜的最大亮点有两个：</p><p>一是真实，榜单通过融合用户真实行为数据（如导航、搜索、到店、收藏）与AI算法，并引入芝麻信用做可信评价加权，二是“永不商业化”，不接入广告和佣金入口，避免榜单被“买榜”。可以看到的是，高德扫街榜并没有接入消费入口。</p><p>相比之下，早在2021年就有消息称，美团内部测算大众点评佣金收入以及广告收入超过100亿元，接近美团到店业务的三分之一。</p><p>一位餐厅商家告诉“定焦One”，如果不在大众点评上花钱做推广，门店可能很难被顾客注意到。高德扫街榜“永不商业化”的口号诱惑力很大，但他也坦言，现在高德扫街榜单是个新产品，定位比较理想化，他还需要持续观望，看看平台是否“言行一致”。</p><p>产品发布后，在社交平台上也褒贬不一。支持的用户称，“能够倒逼行业整治刷好评和广告。”</p><p>不看好的用户也不少，疑虑主要集中在榜单依赖导航行为。有用户评价，“本地人和回头客根本不用导航，这是否是个伪命题？”“商家又要卷新的游戏规则”。</p><p><img src=\"https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/64a4bfd7c3894989842668de9de2521d~tplv-tt-shrink:640:0.image?lk3s=06827d14&amp;traceid=20250911104707C37677010FAF9316F00E&amp;x-expires=2147483647&amp;x-signature=oFcbiolwJsUg3BOyv87JRHHftoo%3D\" width=\"640\"/></p><p>一名业内人士解释，高德推出扫街榜的核心逻辑，是以“无商业化、重质量”的姿态切入本地生活市场，最直接的目的在于抢占流量入口。相比依赖广告变现，这种路径在短期内有助于提升高德的用户规模、粘性以及使用场景的延展性。</p><p>而从商家端来看，榜单机制会驱动他们通过优化服务、改进菜品质量等方式主动运营，以维持排名。这个过程本身就意味着新的商业价值积累，也是高德扫街榜与大众点评运营逻辑差异化所在，甚至可能反哺阿里在外卖、闪购等相关业务的发展。</p><p>如果这一“理想化”定位能够真正落地，商家将多一个更纯粹的展示平台，而阿里也能在本地生活场景中沉淀长期价值。但必须承认，想依靠扫街榜在本地生活领域突出重围，高德面临的挑战不小。</p><p>阿里本地生活屡战屡败，高德能成为黑马吗？</p><p>事实上，这并非高德第一次做榜单，也并非阿里在本地生活赛道首次落子。</p><p>早在2020年，高德就曾推出过“高德指南”，发布了包含美食、酒店、景点、玩乐四个类别的“必去榜”。不过，彼时的榜单只是一个单纯的榜单，没有像“高德扫街榜”这样打出依托AI算法模型和用户行为数据进行动态更新。</p><p>而阿里的本地生活故事，还要从更早的口碑网说起。</p><p><img src=\"https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/b6e6782bf1804d6abf48a2bea19445f8~tplv-tt-shrink:640:0.image?lk3s=06827d14&amp;traceid=20250911104707C37677010FAF9316F00E&amp;x-expires=2147483647&amp;x-signature=ZoNJ7H4qAQj4mFZm1aYW%2F2S2ZTQ%3D\" width=\"640\"/></p><p>2004年，李治国从<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>离职后，创办口碑网，主打提供房产信息，两年后，阿里注资入局，口碑网开始扩大业务范围。2008年，阿里完成对口碑网的全资收购，李治国也回归阿里负责口碑网，和雅虎中国合并称“雅虎口碑”。</p><p>站在现在的视角回望，口碑网更像是阿里在本地生活领域的“试水工具”，错失了和大众点评网一较高下的机会。</p><p>次年，伴随阿里“大淘宝”战略升级，口碑网被并入淘宝体系，这一调整看似是资源整合，实则让口碑网陷入“定位模糊”的困境。有消息称，并入淘宝后，口碑网的老员工走了一大半。阿里的第一次本地生活探索以“迷茫”收尾。</p><p>直到2013年移动互联网浪潮兴起，O2O（线上到线下）模式成为市场热点，阿里加快了本地生活的布局节奏：一方面，推出“淘点点”平台，涵盖外卖与团购两大核心业务；另一方面，以注资形式获得高德28%的股份，首次涉足地图赛道，并于次年以11亿美元完成了对高德的全资收购。第二次尝试，思路清晰，但在执行上并未跑出规模。</p><p>2015年，中国进入移动支付大发展年，支付宝急需通过线下场景巩固用户粘性，阿里的本地生活战略也迎来重要调整：6月，阿里与蚂蚁金服（已改名<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>）正式重启“口碑”，由时任阿里副总裁的范驰接棒CEO；同时，将淘点点的商家侧资源与运营团队整体并入口碑，实现资源集中。这一次重启，口碑从“资讯提供”正式转换到“本地生活交易服务”，2017年口碑上线独立APP。</p><p>2018年是阿里本地生活的关键一年：4月，阿里以全资收购的方式买下饿了么，直接帮阿里补齐了“到家”业务的短板，与口碑的“到店”业务形成互补。同年10月，饿了么和口碑正式合并，成立<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>本地生活服务公司，打造本地生活服务平台，由阿里巴巴联合创始人王磊担任总裁。</p><p>这一阶段，可以算是阿里在本地生活的第三次大动作，但这一整合的效果未达预期，易观智库数据显示，2019年上半年口碑饿了么活跃商户达到400万家，同期美团590万家；餐饮外卖方面，美团一直占据市场份额的一半以上。</p><p>2021年7月，阿里再次调整本地生活架构，将饿了么、飞猪、高德正式整合为“本地生活服务板块”，曾多次“临危受命”的俞<a href=\"https://laohu8.com/S/300712\">永福</a>又一次重返中心战场，代表阿里集团分管本地生活整个版块。这一调整，让高德开始承担更多生态协同角色。</p><p>直到2023年3月，高德再次被推向台前。多家媒体报道，高德召开内部会议，宣布和阿里本地生活服务板块下饿了么到店业务（原口碑）正式合并，未来阿里旗下所有本地生活到店业务将统一并入高德。这意味着，经过多年的整合与试错，阿里最终选择将本地生活的“到店核心”交给高德。</p><p>第四次押注，阿里对高德寄予厚望。不过，高德未能成为阿里本地生活的新支点。</p><p>从业务布局看，今年6月，淘天集团整合饿了么、飞猪后，发力淘宝闪购，本地生活与酒旅入口及重心移至闪购，高德存在感骤降；商业化层面，高德作为地图功能性应用，商业化进展缓慢，尤其是2020年开始自负盈亏，增长压力更大。一直到2025财年第三季度，才依靠降本首次实现盈利。</p><p>从口碑网的早期探索，到淘点点的试水，再到饿了么的收购与高德的接棒，阿里本地生活沉浮已十几年。如今高德能否成为阿里本地生活的“破局关键”尚未可知。</p><p>从现有信息来看，此次高德扫街榜目前仍停留在单枪匹马作战阶段，没有饿了么、闪购的协同，没有重金补贴，也没有集团高层“站台”。一位业内人士认为，这更像是高德向集团内部证明其自身价值的一次表态。</p><p>高德扫街，美团慌吗？</p><p>高德如今强势“扫街”，美团还能否安心“打榜”？</p><p>海豚社创始人李成东评价称，高德扫街榜这一动作“稳准狠”，找准了痛点。但阿里如果想借高德地图，改变用户心智，让地图导航挑战美团变成本地生活服务的第一入口，仍面临巨大挑战。</p><p>具体而言，目前高德扫街榜的优势首先在于拥有天然的流量入口。</p><p>高德坐拥7亿月活，日活用户达1.7亿，每天会产生1.2亿次生活服务相关搜索，是当之无愧的国民级APP。艾媒咨询数据显示，2024年中国网民使用的地图导航APP中，高德地图、<a href=\"https://laohu8.com/S/BIDU\">百度</a>地图和<a href=\"https://laohu8.com/S/00700\">腾讯</a>地图位列前三，占比依次为46.17%、36.96%和28.83%。</p><p>其次，大众点评、小红书等平台上的种草内容常被诟病“广告太多、缺乏真实感”，权威榜单缺失，存在一定市场机会。高德借助导航数据作为榜单评判依据，确实具备一定差异化。</p><p>不过，美团同样在强化“真实”。</p><p>前不久美团上线“鸭觅”APP，主打非商业化，通过官方筛选的“推荐官”机制减少广告、营销和刷评等，打造一个真实、纯粹的美食爱好者的独立社区。推荐官通常由鸭觅亲自寻找邀请、通过大众点评资深大V推荐等，核心指标是自费吃喝或吃的餐厅数量足够多。此前一位鸭觅推荐官向“定焦One”证实，他目前纯是为爱发电，无任何盈利性质。只是，与高德相比，鸭觅的最大短板在于缺少流量入口。</p><p>相比优势，高德面临的挑战也不少。</p><p>一来盈利模式模糊，“永不商业化”的定位，引发外界对其业务可持续性的质疑。</p><p>一名咖啡简餐商家就向“定焦One”透露，在申请入驻高德商铺时，很多信息需要开通“高德旺铺”才可以填写，如设置管理团购活动、分发优惠券、上传和更新商品信息等，甚至在没有开通的情况下，门店照片只能上传三张，目前开通界面显示“高德旺铺”基础版本为600元/年，688元/13个月。</p><p><img src=\"https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/9fe7e70d909440ad8170dabc63e46042~tplv-tt-shrink:640:0.image?lk3s=06827d14&amp;traceid=20250911104707C37677010FAF9316F00E&amp;x-expires=2147483647&amp;x-signature=N6mu2A%2B0gr1IDl0eg6XvGVPioAo%3D\" width=\"640\"/></p><p>虽然这看似是对标美团的“推广通”形式，对扫街榜上榜影响不大，但这名商家仍然觉得感受不佳。</p><p>其次，高德扫街榜依赖的地图模式也存在一些局限。有用户提出，“回头客餐厅”“本地人爱吃”等标签，往往与导航使用场景相悖。</p><p>甚至有用户担心，现阶段大部分用户仍旧依赖大众点评推荐，然后导航前往，这是否会沦为大众点评榜单的复制？</p><p>综合多位从业者的观点，高德扫街榜的推出，短期内会给行业带来讨论度，出发点也具有差异化价值，但在竞争异常激烈的本地生活赛道，“榜单难做”早已是行业共识，即便背靠阿里这样的巨头，高德也难以在短时间内实现颠覆式突破。</p><p>跟淘宝闪购发起的外卖大战相比，美团这次不用太慌。</p><p>*题图来源于高德地图微博。</p></body></html>","source":"lanjinger_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高德扫街，故事难讲</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高德扫街，故事难讲\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-11 21:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/1757559639738409622><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 |定焦One 李梦冉阿里和美团，又杠上了。9月10日，借着阿里成立26周年之际，其旗下高德地图，正式发布“高德扫街榜”，强调“真实”和“永不商业化”，直指美团旗下大众点评的核心阵地。此前，该业务已释放多重信号：市场早有传言阿里在总部推进高级别本地生活新项目，高德团队频繁往返北京、杭州协同。有求职者及高德前员工透露，8月收到专项攻坚面试或回流邀约，项目核心团队集中在阿里西溪园区“C4楼”封闭...</p>\n\n<a href=\"https://www.lanjinger.com/d/1757559639738409622\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","BK4505":"高瓴资本持仓","LU0396098781.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AT\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0608807433.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","BK1249":"综合零售","HBBD.SI":"Alibaba HK SDR 5to1","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","BK4579":"人工智能","LU1102505762.USD":"富达新兴市场焦点 A","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 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李梦冉阿里和美团，又杠上了。9月10日，借着阿里成立26周年之际，其旗下高德地图，正式发布“高德扫街榜”，强调“真实”和“永不商业化”，直指美团旗下大众点评的核心阵地。此前，该业务已释放多重信号：市场早有传言阿里在总部推进高级别本地生活新项目，高德团队频繁往返北京、杭州协同。有求职者及高德前员工透露，8月收到专项攻坚面试或回流邀约，项目核心团队集中在阿里西溪园区“C4楼”封闭办公，进一步印证阿里加码本地生活的动作。如今这个神秘的业务终于揭开面纱，预料之中的是，阿里再攻本地生活，这次寄希望于高德从地图工具变为消费决策入口；而在猜测之外的，则是目前并未与阿里其他业务打通，仅由高德单方面单打独斗。事实上，这并不是阿里第一次在本地生活中的尝试，此前，它依托口碑网、饿了么等，试图在团购、外卖等赛道突围，但始终未能撼动美团的地位。这一次，高德称将发出2亿打车券、9.5亿消费券，降低用户的到店成本，为烟火小店提供5000万次的精准曝光。这又将是一场烧钱换流量的游戏。同一天，美团大众点评宣布将正式“重启”品质外卖服务，将以“AI+真实高分”为用户提供可靠决策，剔除非真实点评数据。在大众点评“品质外卖”入口，也将发放2500万张不同种类的大额“品质外卖”消费券。而在此之前，美团推出美食社区产品“鸭觅”APP，同样打出拒绝商业化的口号。这一系列动作也被视为美团的防御与反击。外卖大战尚未尘埃落定，新一轮较量又将开启。高德扫街，是噱头还是突破？同样是将地图和到店结合，有人说，高德扫街榜有机会成为中国版的Google Map，也有人担心，它会影响地图最核心的使用体验。我们先来看看高德扫街榜。高德扫街榜分为状元榜、扫街榜、热门打卡和城市指南四大部分，涵盖“吃喝玩住”。其中，“状元榜”为年度榜单，覆盖美食、酒店、景区三大类。“扫街榜”为日榜，以线下餐食商家为主；此外扫街榜中还包括一些特色美食榜单，比如“烟火小店”“本地人爱去”“多次前往”等。“热门打卡”和“城市指南”榜单则聚焦周边娱乐、社交场所和景区等。目前，高德扫街榜已覆盖全国300多个地级市，有160万个商家上榜，包括87万家餐厅、23万家酒店和近5万个景区。按照高德的说法，扫街榜的最大亮点有两个：一是真实，榜单通过融合用户真实行为数据（如导航、搜索、到店、收藏）与AI算法，并引入芝麻信用做可信评价加权，二是“永不商业化”，不接入广告和佣金入口，避免榜单被“买榜”。可以看到的是，高德扫街榜并没有接入消费入口。相比之下，早在2021年就有消息称，美团内部测算大众点评佣金收入以及广告收入超过100亿元，接近美团到店业务的三分之一。一位餐厅商家告诉“定焦One”，如果不在大众点评上花钱做推广，门店可能很难被顾客注意到。高德扫街榜“永不商业化”的口号诱惑力很大，但他也坦言，现在高德扫街榜单是个新产品，定位比较理想化，他还需要持续观望，看看平台是否“言行一致”。产品发布后，在社交平台上也褒贬不一。支持的用户称，“能够倒逼行业整治刷好评和广告。”不看好的用户也不少，疑虑主要集中在榜单依赖导航行为。有用户评价，“本地人和回头客根本不用导航，这是否是个伪命题？”“商家又要卷新的游戏规则”。一名业内人士解释，高德推出扫街榜的核心逻辑，是以“无商业化、重质量”的姿态切入本地生活市场，最直接的目的在于抢占流量入口。相比依赖广告变现，这种路径在短期内有助于提升高德的用户规模、粘性以及使用场景的延展性。而从商家端来看，榜单机制会驱动他们通过优化服务、改进菜品质量等方式主动运营，以维持排名。这个过程本身就意味着新的商业价值积累，也是高德扫街榜与大众点评运营逻辑差异化所在，甚至可能反哺阿里在外卖、闪购等相关业务的发展。如果这一“理想化”定位能够真正落地，商家将多一个更纯粹的展示平台，而阿里也能在本地生活场景中沉淀长期价值。但必须承认，想依靠扫街榜在本地生活领域突出重围，高德面临的挑战不小。阿里本地生活屡战屡败，高德能成为黑马吗？事实上，这并非高德第一次做榜单，也并非阿里在本地生活赛道首次落子。早在2020年，高德就曾推出过“高德指南”，发布了包含美食、酒店、景点、玩乐四个类别的“必去榜”。不过，彼时的榜单只是一个单纯的榜单，没有像“高德扫街榜”这样打出依托AI算法模型和用户行为数据进行动态更新。而阿里的本地生活故事，还要从更早的口碑网说起。2004年，李治国从阿里巴巴离职后，创办口碑网，主打提供房产信息，两年后，阿里注资入局，口碑网开始扩大业务范围。2008年，阿里完成对口碑网的全资收购，李治国也回归阿里负责口碑网，和雅虎中国合并称“雅虎口碑”。站在现在的视角回望，口碑网更像是阿里在本地生活领域的“试水工具”，错失了和大众点评网一较高下的机会。次年，伴随阿里“大淘宝”战略升级，口碑网被并入淘宝体系，这一调整看似是资源整合，实则让口碑网陷入“定位模糊”的困境。有消息称，并入淘宝后，口碑网的老员工走了一大半。阿里的第一次本地生活探索以“迷茫”收尾。直到2013年移动互联网浪潮兴起，O2O（线上到线下）模式成为市场热点，阿里加快了本地生活的布局节奏：一方面，推出“淘点点”平台，涵盖外卖与团购两大核心业务；另一方面，以注资形式获得高德28%的股份，首次涉足地图赛道，并于次年以11亿美元完成了对高德的全资收购。第二次尝试，思路清晰，但在执行上并未跑出规模。2015年，中国进入移动支付大发展年，支付宝急需通过线下场景巩固用户粘性，阿里的本地生活战略也迎来重要调整：6月，阿里与蚂蚁金服（已改名蚂蚁集团）正式重启“口碑”，由时任阿里副总裁的范驰接棒CEO；同时，将淘点点的商家侧资源与运营团队整体并入口碑，实现资源集中。这一次重启，口碑从“资讯提供”正式转换到“本地生活交易服务”，2017年口碑上线独立APP。2018年是阿里本地生活的关键一年：4月，阿里以全资收购的方式买下饿了么，直接帮阿里补齐了“到家”业务的短板，与口碑的“到店”业务形成互补。同年10月，饿了么和口碑正式合并，成立阿里巴巴本地生活服务公司，打造本地生活服务平台，由阿里巴巴联合创始人王磊担任总裁。这一阶段，可以算是阿里在本地生活的第三次大动作，但这一整合的效果未达预期，易观智库数据显示，2019年上半年口碑饿了么活跃商户达到400万家，同期美团590万家；餐饮外卖方面，美团一直占据市场份额的一半以上。2021年7月，阿里再次调整本地生活架构，将饿了么、飞猪、高德正式整合为“本地生活服务板块”，曾多次“临危受命”的俞永福又一次重返中心战场，代表阿里集团分管本地生活整个版块。这一调整，让高德开始承担更多生态协同角色。直到2023年3月，高德再次被推向台前。多家媒体报道，高德召开内部会议，宣布和阿里本地生活服务板块下饿了么到店业务（原口碑）正式合并，未来阿里旗下所有本地生活到店业务将统一并入高德。这意味着，经过多年的整合与试错，阿里最终选择将本地生活的“到店核心”交给高德。第四次押注，阿里对高德寄予厚望。不过，高德未能成为阿里本地生活的新支点。从业务布局看，今年6月，淘天集团整合饿了么、飞猪后，发力淘宝闪购，本地生活与酒旅入口及重心移至闪购，高德存在感骤降；商业化层面，高德作为地图功能性应用，商业化进展缓慢，尤其是2020年开始自负盈亏，增长压力更大。一直到2025财年第三季度，才依靠降本首次实现盈利。从口碑网的早期探索，到淘点点的试水，再到饿了么的收购与高德的接棒，阿里本地生活沉浮已十几年。如今高德能否成为阿里本地生活的“破局关键”尚未可知。从现有信息来看，此次高德扫街榜目前仍停留在单枪匹马作战阶段，没有饿了么、闪购的协同，没有重金补贴，也没有集团高层“站台”。一位业内人士认为，这更像是高德向集团内部证明其自身价值的一次表态。高德扫街，美团慌吗？高德如今强势“扫街”，美团还能否安心“打榜”？海豚社创始人李成东评价称，高德扫街榜这一动作“稳准狠”，找准了痛点。但阿里如果想借高德地图，改变用户心智，让地图导航挑战美团变成本地生活服务的第一入口，仍面临巨大挑战。具体而言，目前高德扫街榜的优势首先在于拥有天然的流量入口。高德坐拥7亿月活，日活用户达1.7亿，每天会产生1.2亿次生活服务相关搜索，是当之无愧的国民级APP。艾媒咨询数据显示，2024年中国网民使用的地图导航APP中，高德地图、百度地图和腾讯地图位列前三，占比依次为46.17%、36.96%和28.83%。其次，大众点评、小红书等平台上的种草内容常被诟病“广告太多、缺乏真实感”，权威榜单缺失，存在一定市场机会。高德借助导航数据作为榜单评判依据，确实具备一定差异化。不过，美团同样在强化“真实”。前不久美团上线“鸭觅”APP，主打非商业化，通过官方筛选的“推荐官”机制减少广告、营销和刷评等，打造一个真实、纯粹的美食爱好者的独立社区。推荐官通常由鸭觅亲自寻找邀请、通过大众点评资深大V推荐等，核心指标是自费吃喝或吃的餐厅数量足够多。此前一位鸭觅推荐官向“定焦One”证实，他目前纯是为爱发电，无任何盈利性质。只是，与高德相比，鸭觅的最大短板在于缺少流量入口。相比优势，高德面临的挑战也不少。一来盈利模式模糊，“永不商业化”的定位，引发外界对其业务可持续性的质疑。一名咖啡简餐商家就向“定焦One”透露，在申请入驻高德商铺时，很多信息需要开通“高德旺铺”才可以填写，如设置管理团购活动、分发优惠券、上传和更新商品信息等，甚至在没有开通的情况下，门店照片只能上传三张，目前开通界面显示“高德旺铺”基础版本为600元/年，688元/13个月。虽然这看似是对标美团的“推广通”形式，对扫街榜上榜影响不大，但这名商家仍然觉得感受不佳。其次，高德扫街榜依赖的地图模式也存在一些局限。有用户提出，“回头客餐厅”“本地人爱吃”等标签，往往与导航使用场景相悖。甚至有用户担心，现阶段大部分用户仍旧依赖大众点评推荐，然后导航前往，这是否会沦为大众点评榜单的复制？综合多位从业者的观点，高德扫街榜的推出，短期内会给行业带来讨论度，出发点也具有差异化价值，但在竞争异常激烈的本地生活赛道，“榜单难做”早已是行业共识，即便背靠阿里这样的巨头，高德也难以在短时间内实现颠覆式突破。跟淘宝闪购发起的外卖大战相比，美团这次不用太慌。*题图来源于高德地图微博。","news_type":1,"symbols_score_info":{"89988":0.6,"03690":0.9,"09988":0.6,"BABA":0.6,"ALBmain":0.6,"METmain":0.6,"HBBD.SI":0.6,"HMTD.SI":0.6,"MPNGY":0.6}},"isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561431744953696","authorId":"3561431744953696","name":"你是哪根葱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3561431744953696","authorIdStr":"3561431744953696"},"content":"你真敢评论？[开心]你做好了哪些事","text":"你真敢评论？[开心]你做好了哪些事","html":"你真敢评论？[开心]你做好了哪些事"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439557992043360,"gmtCreate":1748342321190,"gmtModify":1748342323775,"author":{"id":"3506287766564292","authorId":"3506287766564292","name":"来不及了快上车","avatar":"https://static.tigerbbs.com/eee2c21fc76011a50fb46048b486e783","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3506287766564292","authorIdStr":"3506287766564292"},"themes":[],"htmlText":"Replying 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href=\"https://laohu8.com/S/03690\">美团</a>打车给该网友发送警示短信称，“乘客您好，平台必须严肃警示您……打车账单已经逾期5天，务必于今日23:59前点击链接立即结清，否则将直接降低您在平台的个人信用。”</p><p>这名网友称，“美团真是恶心到家了”，自己可能无意中使用美团打车；然后收到订单逾期警示短信。</p><p>该网友认为，仅仅10元钱，五天未支付，美团竟以“催债公司”的逻辑催款，实在无法理解。</p><p>笔者亲测：</p><p>使用美团打车欠款14元</p><p>五天后遭“催收式”短信通知</p><p>为了求证网友经历是否属实，笔者亲自使用美团打车进行测试。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/6D2DD5B7B7C14338C26349E6AB91826C3D545D53_size72_w1080_h869.jpg\"/></p><p>“美团打车”入口在美团App首页顶部。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/046AA1B6854F6A048AE720DAB6386BE2158565B6_size136_w1080_h1692.jpg\"/></p><p>进入后，交互逻辑其它网约车平台类似，需要选择好上车点以及目的地信息。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/0B31FB649CAC97CD69F546BDF566A136A71F3D41_size167_w1080_h2246.jpg\"/></p><p>美团打车提供包括其自营车型在内的多家网约车选择，例如美团特选型、美团快车、<a href=\"https://laohu8.com/S/02643\">曹操出行</a>等。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/4A570C10109B7F6A2763A4B12B8A69C71A4E09C4_size122_w1080_h2205.jpg\"/></p><p>9月11日上午，笔者亲自使用美团打车前往1.6公里外的一家商场购物。整个打车体验除了感觉车来得比较慢外，都很不错。全程耗时5分钟，花费14元。</p><p>行程结束后，为了验证是否会收到美团打车“催收式”短信，笔者故意没有付款。</p><p>从行程结束那一刻算起，24小时内笔者未收到任何催款通知。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/6F3A2B759DCD7FE6C9CA6B8B7E3ED9F0CF683AD7_size74_w1080_h926.jpg\"/></p><p>而在9月14日，美团打车终于发来了第一条短信：</p><p>【美团打车】“支付延迟通知”重要提醒：尾号xxxx的2025-09-11订单已逾期48小时。及时支付将保障：✓ 维持良好信用记录✓ 享受平台专属权益。请立即点击或前往美团完成支付！</p><p>从这条短信的短信语气来看，语气平和，并不算严肃，还在强调有优惠之类信息。</p><p>会不会拖欠打车款比较久才会收到网友所述的“催收式”短信呢？于是笔者决定再等两天。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/70210DE953AEC1D75CFBBEC461D2D74798F65A4C_size66_w1080_h925.jpg\"/></p><p>果然，9月16日，笔者再次收到一条美团打车发的交费通知：</p><p>【美团打车】乘客您好，平台正式提醒您：订单“(京MFS131)：起点慧忠北里第二社...”已逾期5天，请务必于今日23:59前登录美团官方app完成支付，否则将直接影响您的平台信用记录！</p><p>而这一次，短信的语气严肃了很多，虽然和网友截图中的用词有出入，但确实有种“压力值爆表”感。</p><p>短信从“支付延迟通知”开头，直接转为“平台正式提醒您”；之后又是“请务必……”‘又是“否则将直接影响您的平台信用记录！”</p><p>这一连串话术给人一种“我不是欠了14元打车费，而是欠了40万‘黑网贷’”的感觉，说不定再拖几天就要“爆通讯录”。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/316D3D934C2D3C5293D5EAABD21FFC43ED7537E3_size37_w1080_h438.jpg\"/></p><p>于是笔者就这条短信内容咨询美团客服，尤其是短信中“平台信用记录”中“平台”是否指国家征信系统的信用记录提问。</p><p>但美团客服根本不正面回答，仅表示笔者以后不会再收到这类短信，同时也强调用户银行征信记录不会受影响。</p><p>大量网友吐槽美团打车</p><p>三言注意到，美团打车“催收式”通知短信情况并非个例。很多网友都曾在社交平台上吐槽过。这种情况甚至早在几年前就存在，而且短信话术都“五花八门”，并且充满“紧迫感”。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/C7FDB2127BBBA8253664BD3CB8AB26ECA2623396_size76_w1080_h1663.jpg\"/></p><p>比如有强调“平台会逐步加重处罚”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/DFC6B9D21A12C0341AD70518F267E90BE65C69D9_size95_w1080_h1359.jpg\"/></p><p>有“执行要求”，不按时支付“将采取必要措施”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/9B1B465B6A9288850BD523034528CBC81BF8FF7C_size69_w1080_h952.jpg\"/></p><p>有“账户封锁警告”、“紧急情况！您的账户将在1小时后全面封锁……”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/52C3B66F3FD9817F35FEFFB541E4D69777284245_size158_w1080_h2068.jpg\"/></p><p>有“追责即将启动”、“我方将启动刚性措施”、“避免今日23:59后的后果”、“最后警告”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/3D527B68A84CD7A1C3C514F1A9D4D77A4F25D73E_size76_w1080_h947.jpg\"/></p><p>有“征信黑名单”、“警告！如您在……不支付欠款”、“将被报送至征信机构，形成征信黑名单记录……”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/BDD3DBCC24E529FE91ED7ABC35B9C12EB68F0B37_size130_w888_h1568.jpg\"/></p><p>还有“启动处罚”、“拖欠和失信双名单处罚”、“构成拖欠并追责”的；</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_38/DAE7D1ED88CFF02C893C5048031652F6D2441177_size471_w1080_h6437.jpg\"/></p><p>更离谱的是，还有网友晒出自己手机拦截记录显示，自一月起动不动就会受到美团打车的催款通知，而且从截图露出的部分看，通知短信用词都非常严厉，充满各种“法律诉讼预警”、“违约记录即将提交”、“账户封锁警告”……等内容。</p><p>诚信交易固然重要</p><p>用户体验同样应当被重视</p><p>如果不注意看通知短信前“美团打车”四个字的话，这些短信内容真的很像网贷逾期后遭到催收公司催款的短信通知。</p><p>当然，欠缴打车费用甚至故意拖欠确实不应该，使用网约车服务后及时交费也是一种义务。但是美团打车这样的行为是否少了点“人情味”呢？</p><p>现在，移动支付的便捷往往让人们有时会充满“迟钝感”。尤其是网约车支付场景，不需要抵达目的地后立刻付款，可以事后在手机上完成履约。但生活中，出现“下车后忙着办事”等情景导致忘记支付的情况并不少见。</p><p>因此，相信绝大部分消费者并非故意欠款不还。</p><p>更何况，即使是在北上广深这样的大城市，使用网约车服务再贵充其量是几百元钱。那么，因几十、几百元钱就以及其严肃的口吻“催收”，着实在用户体验方面欠考虑。</p><p>从笔者和美团客服的沟通情况来看，这种短信催收形式是可以关闭的；其次，短信里所谓的“影响平台征信”应该也不是指国家级别的征信系统，否则客服也不会指出对征信没有影响。</p><p>那在某种角度上可以视作美团打车这种提醒方式多少有点“小题大做”、甚至“威胁”的意思。</p><p>在如今网约车市场竞争激烈的大背景下，各个玩家都在“卷”服务、“卷”体验。</p><p>在各个细节都能让用户满意，才更有赢的胜算。</p><p>笔者真心建议美团打车方面更换交费短信通知的话术，用温柔的语言，一样能够起到提醒大家的作用，不是吗？</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>欠费14元像欠债40万？美团打车“催收式”短信遭吐槽</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n欠费14元像欠债40万？美团打车“催收式”短信遭吐槽\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-17 10:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8miWa4rkxKM><strong>三言财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>三言Pro近日，三言注意到有网友反映自己遭到美团打车“催收式”短信通知提醒交费。根据网友在社交平台上发布的帖子显示，美团打车给该网友发送警示短信称，“乘客您好，平台必须严肃警示您……打车账单已经逾期5天，务必于今日23:59前点击链接立即结清，否则将直接降低您在平台的个人信用。”这名网友称，“美团真是恶心到家了”，自己可能无意中使用美团打车；然后收到订单逾期警示短信。该网友认为，仅仅10元钱，五天...</p>\n\n<a href=\"https://tech.ifeng.com/c/8miWa4rkxKM\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","LU0633140560.USD":"AB EMERGING MARKET MULTI ASSET PORTFOLIO \"A\" (USD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES 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