为什么高德要主动冲锋？

Core Viewpoint - The article discusses the launch of Gaode's "Gaode Street Ranking" and its implications for the local lifestyle market, highlighting the challenges it faces in competing with established players like Dianping [3][5][10]. Group 1: Project Launch and Expectations - Gaode has launched the "Gaode Street Ranking," which provides rankings for food, attractions, and hotels, but the anticipation surrounding the project was high, leading to disappointment among users [3][4]. - Users have expressed frustration with inflated ratings on platforms like Dianping, indicating a demand for more authentic evaluations [6][7][8]. - The expectation was for Alibaba to leverage its resources to significantly disrupt Dianping's market position, but the current offering seems underwhelming [5][10]. Group 2: Competitive Landscape - The competitive landscape is challenging, as Gaode's ranking system relies on navigation data, which is a feasible approach, but it may not be sufficient to compete with established platforms like Dianping [25][28]. - Gaode's role is different from Dianping; users typically use Gaode after deciding where to go, which complicates its ability to influence consumer decisions [31][56]. - Establishing a user habit of opening Gaode before Dianping is crucial for Gaode to gain a competitive edge, but this is a difficult task [33][32]. Group 3: Internal Dynamics and Leadership - The project was initiated without the involvement of key leader Jiang Fan, which raises concerns about its potential success [11][16][24]. - Jiang Fan's leadership has been pivotal in Alibaba's recent successes in the instant retail sector, and his absence may hinder Gaode's ability to secure necessary resources [14][50]. - Gaode's current strategy appears to be a self-initiated effort to prove its value within Alibaba, especially as other divisions like Ele.me and Fliggy have gained traction [41][42]. Group 4: Financial Considerations and Market Position - Gaode's subsidy strategy is conservative compared to Alibaba's other initiatives, indicating a lack of robust support for the "Gaode Street Ranking" project [38][39]. - The financial backing for Gaode's initiatives is significantly lower than that of Alibaba's other projects, which raises questions about its long-term viability [40][46]. - Gaode's integration into Alibaba's broader organizational structure places it alongside non-core businesses, potentially limiting its growth opportunities [47][48].