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高德文旅之死「罗生门」:前员工血泪撕开8亿用户变现之困
Core Viewpoint - A resignation letter from a former senior business specialist has exposed the internal issues of Gaode Map's cultural tourism division, leading to its rumored dissolution and highlighting significant operational failures and strategic misalignments within the company [2][4][8]. Group 1: Operational Failures - The cultural tourism division of Gaode Map was launched with high ambitions in early 2025, aiming to create a smart tourism infrastructure by collaborating with various provincial tourism departments and travel agencies [4][19]. - Despite initial successes, including a 35% penetration rate for joint tickets and a 120% increase in secondary consumption in a pilot project, the entire initiative was abruptly halted just before signing contracts, leaving the team to bear the consequences of government accountability and partner claims [4][20]. - The division's blind imitation of Meituan's advertising model led to a staggering 82% loss rate among merchants, with some travel agencies reporting zero transactions over five months [5][22]. Group 2: Strategic Misalignment - The strategic shift within Alibaba's "big consumption ecosystem" marginalized Gaode Map's cultural tourism efforts, relegating it to a "sacrificial pawn" in organizational adjustments [7][12]. - Significant disparities in resource allocation were noted, with substantial funding directed towards tunnel navigation projects while the budget for the cultural tourism data platform was drastically cut [7][22]. - The company’s decision to sell all effective advertising slots to Ctrip and impose high promotional fees on travel agencies further eroded its original mission of facilitating travel [7][22]. Group 3: Internal Conflicts - Gaode Map's official response to the resignation letter claimed the author was an outsourced sales personnel with poor performance, contradicting the author's assertion of being part of the direct team [8][12]. - The resignation process was marked by dramatic shifts in HR's stance, from attempts to retain the employee to a sudden insistence on termination regardless of performance metrics [8][12]. - The author highlighted that many employees in the cultural tourism division had been let go, despite the company's claims of not having terminated the business [8][12]. Group 4: Financial Performance - Gaode Map's revenue heavily relies on advertising, with total revenue exceeding 12 billion yuan in 2024, of which 7.8 billion yuan came from online advertising, accounting for 65% of total revenue [12][14]. - Despite achieving profitability for the first time, the underlying financial stability remains uncertain, as the local life group reported an adjusted EBITA loss of 596 million yuan for the last quarter of 2024 [12][14]. - The company faces challenges in monetizing its user base, as evidenced by the low average daily usage time of 12 minutes for 70% of its users, primarily focused on navigation [15][18].