---
title: "Nomura: Alibaba's Gaode Map saw a 26% increase in \"monthly total usage time\" in August, while Baidu remained flat year-on-year"
description: "Nomura released a report stating that the total monthly usage time of Amap, a subsidiary of Alibaba, increased by 26% year-on-year in August, while Baidu Maps remained flat. Amap's DAU grew by 19% to "
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/258441622.md"
published_at: "2025-09-23T02:17:25.000Z"
---

# Nomura: Alibaba's Gaode Map saw a 26% increase in "monthly total usage time" in August, while Baidu remained flat year-on-year

> Nomura released a report stating that the total monthly usage time of Amap, a subsidiary of Alibaba, increased by 26% year-on-year in August, while Baidu Maps remained flat. Amap's DAU grew by 19% to 193 million, while Baidu Maps had 85 million. Meituan's total monthly usage time and DAU also increased by 10% and 26%, respectively. However, the total usage time of Ele.me, another Alibaba subsidiary, decreased by 39%. Baidu's stock price fell by 6.7%, Alibaba's stock price rose by 0.6%, and Meituan declined by 2.4%

Nomura released a report on China's internet industry, stating that as China's largest mobile map service provider, Alibaba-W (09988.HK) subsidiary Amap's "Monthly Total Usage Duration" (MTS) in August grew by 26% year-on-year, while Baidu-SW (09888.HK) subsidiary Baidu Maps remained flat year-on-year.

The firm indicated that Amap's growth is primarily driven by DAU (Daily Active Users), which increased by 19% in August to 193 million, while Baidu Maps had 85 million.

Nomura noted that Amap is competing with Meituan-W (03690.HK) subsidiary Dianping, launching a new restaurant ranking list on September 10, based purely on navigation data, distinguishing it from other rankings that rely on user reviews. Meituan Dianping's user activity remains resilient, with a 19% year-on-year increase in monthly total usage duration in August (up from 17% in July), and DAU grew by 26% to 33 million.

In August, Meituan and its subsidiary Dianping applications saw their "Monthly Total Usage Duration" grow by 10% and 19% year-on-year, respectively, mainly benefiting from DAU growth of 10% and 26% year-on-year. However, the total usage duration of Alibaba's Ele.me declined by 39% year-on-year, primarily dragged down by a 13% year-on-year decrease in DAU and a 30% drop in average daily usage duration.

Baidu opened nearly 2% lower this morning and the decline expanded, hitting a low of 126.2 yuan during the session, down 7% at one point, and the latest price is 126.5 yuan, down 6.7%, with a transaction volume of 1.672 billion yuan. Alibaba's stock price rose by 0.6% to 160.1 yuan, while Meituan (03690.HK) fell by 2.4%

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.