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The black swan is coming, and the wine and 188bet best bookmaker industry is the first to bear the brunt.
One week before the Spring Festival,China’s Ministry of Culture and Tourism also made optimistic predictions,The number of Chinese Spring Festival travelers in 2020 is expected to exceed 4.500 million,Among them, the number of outbound tourists 188bet best bookmaker exceed 7 million。One week later,The wind has changed,The new coronavirus begins to spread across the country,Isolation at home becomes the key word during the Spring Festival。And catering、Same as retail and other service industries,Because the experience is mostly completed offline,Closely related to transportation and population movement,Unsurprisingly, wine tourism has become one of the areas with the heaviest losses。
An online travel platform that should have been extremely busy with the Spring Festival golden tour,Started emergency measures against the epidemic-activated major disaster insurance fund、Expand the scope of unsubscription protection、Publish special unsubscribe policy;Related losses incurred by consumers during the unsubscription process,It 188bet best bookmaker be borne by the OTA platform itself,Among them is Ctrip、The figures of Feizhu and Tongcheng Yilong。
Wine 188bet best bookmaker is a very international business,The busy ones during the Spring Festival are also foreign companies - and Chinese tourists。
Some passengers are unable to travel due to the epidemic。OYO released a refund and exchange guarantee policy in response to the epidemic before the Spring Festival,Provide full non-destructive refund service for hotel users in Wuhan area,Loss 188bet best bookmaker be borne by OYO;Airbnb 188bet best bookmaker further upgrade the scope of application of its “special cancellation policy” after the Spring Festival,Provide exemption cancellation guarantee for house bookings and guests’ travel within Hubei Province。
Some Chinese tourists are due to the epidemic,Refused service by the 188bet best bookmaker and tourism industry。
Booking informed users via email on January 30, Beijing time: It may be impossible to check into the booked 188bet best bookmaker—but soon,Chinese travelers discovered that “possibility” became a reality。The 188bet best bookmaker’s statement is,Booking officially requires hotels to cancel bookings made by Chinese tourists。Although Booking issued a refund,But no alternative accommodation was found for Chinese users who were suddenly forced to cancel their orders。
The virus is still spreading,It’s just the beginning 188bet best bookmaker new year,This heralds the difficult transformation of China’s wine tourism industry this year。
Before this,The wine travel industry seems to have been silent for a long time。188bet best bookmaker ends price war with eLong through merger and acquisition,The OTA market is highly concentrated。Although Alibaba sent the "Flying Pig",Meituan also sends “Meituan Travel”,But compared to a few years ago,The smell of gunpowder in the industry has faded a lot。Market players have overlapping businesses,Everyone is fighting on their own、Each of us goes towards our own future。No shining bayonet,Only the undercurrent is surging。
Although 2020 did not have a good start,Ctrip in three orbits、OYO and 188bet best bookmaker have already drawn up their plans for the new year。According to the original plan,While Ctrip continues to capture most of the domestic OTA market share,Focus on continued sinking and internationalization;The tags on 188bet best bookmaker are beginning to become more abundant,“B&B short-term rental booking platform” can no longer summarize everything,Eating, drinking and having fun has become his “new journey”;OYO focuses on solving the remaining problems caused by rapid expansion,Find your own position。
These plans could have been carried out step by step,Only because of the arrival of the uninvited guest of the new coronavirus,Everything has to be questioned: there is still uncertainty about how long the epidemic 188bet best bookmaker last,Press the pause button for domestic and outbound travel during the epidemic,The subjective and objective willingness of inbound tourists has also dropped significantly;After the epidemic is over,Can the willingness to travel be restored quickly、It is unknown whether the tourism industry 188bet best bookmaker usher in retaliatory growth,These 188bet best bookmaker directly affect the transportation and accommodation industries。
The wine and 188bet best bookmaker industry disrupted by the epidemic,Need to gradually find your own rhythm。
188bet best bookmaker: Internationalization is in trouble, can we make up for it by sinking?
The online travel industry is like a red sea,Even more so in 2020。The online travel market concentration continues to increase,Including Ctrip、Qunar、TOP5 players including Fliggy occupy 80% 188bet best bookmaker market share,Therefore, the entrepreneurial space for C-end users is quite narrow,The enthusiasm for entrepreneurship in the industry is gradually being worn away。
Little players on the track have a particularly difficult life,Many travel agencies 188bet best bookmaker find it “uncomfortable”。An entrepreneur who specializes in vertically segmented self-driving tours expressed to 36Kr,In the second half of 2019,The number of groups formed is only about half of previous years,Travel is not a necessary expense,When the economy is bad, people 188bet best bookmaker reduce the number of trips。
Another person affected is business travel。The founder of a mid- to high-end hotel consulting company said,Stores with exhibitions are more affected,Participate、The number of exhibitors decreased significantly,Reduced size,This situation is likely to continue in 2020。For hotels,Business travelers who travel frequently are an important component of hotel loyal users,The reduction in business travel by corporate employers 188bet best bookmaker directly affect hotel bookings。
The hotel business is very difficult,Hotels are desperate for traffic,But traffic is often monopolized by online channels such as OTA。Therefore,2020 188bet best bookmaker be a tough year for hotels and OTAs。A manifestation is,The hotel is trying its best to pursue direct sales,Encourage users to switch from OTA channel bookings to direct hotel bookings,Kalibri Labs research shows that direct orders can increase 8.6% profit。
However, the above-mentioned founder still said: "Ctrip has more advantages than disadvantages for the 188bet best bookmaker industry,It is true that there are often a lot of fees,As long as you understand the rules、Just use the rules。”Ctrip is either a package buyer or a platform party,You can enter the ticket from the 188bet best bookmaker、Users of high-speed rail ticket channel,These users cannot be obtained through the 188bet best bookmaker itself。
Senior Vice President of Ctrip Group、In the eyes of Chen Ruiliang, CEO of the large accommodation business group,The online 188bet best bookmaker booking track looks like a red sea,But look beyond the original track,New growth points are still hidden and bright。
2020,Ctrip 188bet best bookmaker try its best to look for growth points externally。Becoming the largest in Asia within three years、Become the world’s largest tourism company within five years,is Ctrip’s new goal after its 20th birthday,Ctrip CEO Sun Jie calls “internationalization” Ctrip’s “third venture”。But the epidemic broke out at the beginning of the year,Let the wine and travel industry collectively enter the quick-freezing mode。
When WHO Director-General Tedros Adhanom Ghebreyesus held a press conference in Geneva,Recognize the pneumonia epidemic caused by the new coronavirus as a Public Health Emergency of International Concern (PHEIC)。Despite Tedros emphasis,WHO does not support or even opposes travel or trade bans on China,But in fact, the entry policies of various countries towards China have changed,Especially the United States、Australia has strong epidemic prevention capabilities、Developed countries with advanced epidemic prevention facilities overreacted to the Chinese epidemic,Took the lead in adopting entry restriction measures。Under the influence of restrictive measures,The number of people coming to China 188bet best bookmaker also predictably decrease accordingly。
Lan Xiang, Vice President of Qunar.com, noticed,Many airlines have begun to suspend sales on some routes,Judge from experience,There is a high probability that these flights 188bet best bookmaker be cancelled。China and the United States have the largest number of adjustments、Outside China-Australia route,All routes to Japan, South Korea and Southeast Asia around China,Reduced flights on these routes,Economic and trade exchanges with China and neighboring countries、Tourism and cultural exchanges have a huge impact。
China’s outbound tourism has grown rapidly in recent years,But the number of inbound tourists is growing slowly,Both are the targets that Ctrip wants to capture。For B-side,Ctrip’s hotel management system E-booking supports 6 languages,Ctrip Hotel University is also rapidly going overseas,Explaining the preferences of Chinese tourists to foreign hotel owners and students、Training Chinese market consumption habits,Providing soft services;And on the sales side,Ctrip has continuously established cooperative relationships with distribution partners,Currently there are more than 1,000 distribution network members,Including Google、Booking、TripAdvisor etc.。If everything goes according to plan,The proportion of international business in Ctrip’s business 188bet best bookmaker continue to increase,Infinitely approaching the ratio of 1/2。
But under the influence of the epidemic,These increases 188bet best bookmaker take time to verify。A Ctrip executive confessed to 36Kr,How to watch the development of the epidemic next,Ctrip’s ability to resist risks is much stronger than it was 17 years ago,For some small travel agencies or hotels, the pressure may be greater,I still hope the government 188bet best bookmaker provide assistance and support to tourism enterprises,Regain people’s confidence。
In his opinion,What is certain in the long run,Overseas markets also include overseas guests booking overseas travel products,This business is temporarily not affected by the epidemic,For example, some foreign tourists who originally planned to travel to China have turned their attention to China’s neighboring countries,Ctrip also has a relatively high market share in these Southeast Asian countries,Can make up for it to a certain extent。Air ticket booking,Ctrip Airline COO Tan Yudong said not long ago,International air tickets account for 30% of Ctrip’s overall air ticket business,1/3 188bet best bookmaker origins and destinations are from overseas。
Look at China,The sinking market that e-commerce companies are vying to plunder after the epidemic is over,188bet best bookmaker still be an opportunity for Ctrip。Stores in lower-tier cities,There are also "rich" tourists who spend as much as Beijing, Shanghai and Guangzhou on a single trip,In fact, they also demand more standardized OTA to undertake services。Previously, Ctrip focused on hotel resources in first-tier cities and mid-to-high-end customer groups,Now it is also starting to move to lower-tier cities、Young people need to increase,在三、Open physical stores in fourth-tier cities。
However,The sinking battle of online hotel booking is not that easy,Meituan is a strong competitor that cannot be bypassed。Ctrip focuses on high-star hotels and overseas travel,Meituan looks for low-star hotels targeting local life,Once it involves the hotel sinking,Ctrip 188bet best bookmaker inevitably touch the warning line of Meituan。Predictable,There 188bet best bookmaker be a lot of tension between Ctrip and Meituan after the epidemic。
188bet best bookmaker: More than just a B&B,It is a comprehensive service platform for living in other places
188bet best bookmaker’s response speed is much faster。January 21st,With Ctrip、Tujia and other wine and travel platforms together,188bet best bookmaker has launched a special cancellation protection policy for housing orders in response to the new coronavirus epidemic。
2019 is the year that 188bet best bookmaker fully accelerates in China。Peng Tao officially joined 188bet best bookmaker in September 2018,The first report card handed over after taking charge of China business for half a year is: 2019 Q1,188bet best bookmaker’s business in China nearly tripled,The customer source market is sinking to second- and third-tier cities,Meanwhile China jumps to 188bet best bookmaker Australia、Thailand、The largest source of tourists from Japan and other places。
In the past year,Airbnb China President Peng Tao’s understanding of the industry is,Shared B&B is transforming from the initial stage to the growth stage,It is very important to promote the healthy development of the industry in this process,B&B has both accommodation experience and functionality,Cultural、Temperature and cultural experience have become considerations for quality B&Bs。And in 2020,This trend 188bet best bookmaker become more obvious。
China’s business 188bet best bookmaker continue to receive Airbnb’s attention in the new year。According to Peng Tao’s estimate,China 188bet best bookmaker become Airbnb’s largest source of customers in 2020,Implement product localization、Strengthen investment in quality、Create community cohesion、Expand brand boundaries、Strengthening security and trust measures 188bet best bookmaker become an important focus of Airbnb’s business in China。In addition,“Small town youth” are becoming a new consumer force,With the deepening and sinking of consumption upgrade,Residents in third- and fourth-tier cities 188bet best bookmaker have explosive potential in travel consumption,Therefore, regional sinking 188bet best bookmaker become one of Airbnb China’s continued localization strategies。
However,The spread of the new coronavirus has begun to affect the overall situation。On the one hand, domestic travel is suspended,Surge in number of B&B cancellation and change orders,Directly increase the vacancy rate;In terms of epidemic prevention and control,The bad side is that it is difficult for B&Bs to achieve unified management like hotels,The good thing is that many 188bet best bookmaker properties are single vacant listings,May not be a gathering place,The decision to host Chinese tourists is more of a homeowner’s decision – which leaves room for 188bet best bookmaker to accommodate Chinese tourists。
The homestay industry shrouded in the epidemic has inevitably cast a shadow。But the good news is,Airbnb 188bet best bookmaker move towards its highlight moment in such a difficult situation。
“The Airbnb idea sucked,But their founder is Xiao Qiang who cannot be killed,So I trust the products they develop、The company you founded 188bet best bookmaker never fail”,YC founder,Paul Graham, who is also an early investor in Airbnb, commented。These "bad ideas",188bet best bookmaker support Airbnb to become a public company in 2020。Airbnb is currently valued at over billion。
In the opinion of Leigh Gallagher, author of "The Biography of Airbnb",What people know about Airbnb is actually what it was two years ago,There is a certain deviation between the actual appearance of Airbnb and the external perception。Until today,This cognitive bias still exists,For example, in the view of some European 188bet best bookmaker companies and cities,Airbnb is not an Internet service company,But a real estate agency,They even submitted a complaint to the European Court of Justice for a ruling。Natural,The ruling of the EU’s highest court is,Airbnb is an online platform,Not a real estate agent,Therefore not subject to Europe’s onerous real estate regulations。
In fact,B&B can no longer summarize everything in 188bet best bookmaker,Looking at the longer term,You can think of it as the "remote life service version" of Meituan + Ctrip。188bet best bookmaker’s business plate is constantly expanding,Open 188bet best bookmaker official website,The "Local Experience" entrance is placed in an inconspicuous corner,This is an important part of what Leigh Gallagher calls 188bet best bookmaker’s “new journey” in his book。
36氪 also learned,Airbnb is preparing 188bet best bookmaker reservations、Ground transportation、New business such as air ticket booking,These new businesses are closely centered on wine and tourism related industries.。An Airbnb China employee expressed to 36Kr,In the future, Airbnb’s business may cover every link in the tourism link,“Connect like Meituan、Life service platforms such as Dianping are not necessarily”。
A visible move in hotel booking is,Airbnb made three investments intensively in 2019,Respectively, HotelTonight, a hotel booking app developer、Lyric, a small luxury apartment rental company, and OYO, an Indian budget hotel chain。Airbnb 188bet best bookmaker launch OYO’s accommodation products on its own platform。
It’s not hard to see,With its strong competitor Tujia in the field of short-term homestay rentals in China、Xiaozhu short-term rental comparison,Airbnb is striving for differentiated competition,Although this looks like touching the cheese of Meituan and Ctrip at the same time。Peng Tao spoke frankly to 36氪,Overall, the shared accommodation industry is positive,But creating differentiation is the key to competition between platforms,For example, the community driver is Airbnb shared housing、The core of the shared experience business model,Products and technologies are easily copied,But the stickiness of the community 188bet best bookmaker not。
2020,188bet best bookmaker may become the first shared short-term rental company in the world;Tujia and Xiaozhu Short-term Rental have also further advanced their listing plans,may soon become a listed company
188bet best bookmaker: The biggest opponent is yourself
Before the 188bet best bookmaker spread,OYO’s start to 2020 is already a bit hectic。
First, the New York Times claimed that OYO increased the number of listings on its website by adding unavailable rooms,Also suspected of bribing officials by providing free accommodation。Continue,OYO is reportedly laying off thousands of employees in China and India,In the next 3-4 months,The number of employees in India 188bet best bookmaker also decrease by 1,200。
Fake housing listings and disguised bribery 188bet best bookmaker not be discussed for the time being,An unavoidable factor that caused OYO’s layoffs at the beginning of the year was running too fast。
2019 is a period of rapid development for OYO,As of October,OYO India’s guest rooms reach 200,000,More than 590,000 in China。In contrast,China Huazhu Group’s total number of guest rooms nationwide during the same period was 420,000。The 188bet best bookmaker is expanding too fast,The service did not keep up with the promise。OYO’s original plan was to reform the 188bet best bookmaker brand and decoration style from top to bottom,Integrate service/training/system/marketing,Finally solved traffic and membership issues,But some cases show,These plans are gone after the second step。
In this process,OYO does not have a clear enough positioning,I just blindly recruit all the hotels that are willing to cooperate,Adopt the lowest-end low-price marketing;High commission for business managers,Do whatever you can to win over the 188bet best bookmaker,As for the business situation after the cooperation, it is a little slack。
In fact,The price of house closing is very high,OYO’s system is not complete enough to support so many hotels in a short period of time,If you don’t have the ability to digest these properties,You 188bet best bookmaker get stuck in a certain link and cannot move,Eventually leading to hotel owners、Guest、Investor、Passive situation where internal employees are not satisfied。Under the influence of multiple factors,Low-end hotels have almost become synonymous with OYO。
“It is still difficult to build a 188bet best bookmaker across borders,It’s not that you can’t do it across borders,At least it would be better for decision-makers to understand the rules of the 188bet best bookmaker industry”,The founder of a mid- to high-end 188bet best bookmaker consulting company said。
In addition to the lack of management experience,Model is not OYO’s problem,Light transformation、The business of flip shop is indeed very good。Although the exploration is full of traps,Everyone is crossing the river by feeling the stones,But this does not mean that independent hotels represented by OYO 188bet best bookmaker go downhill。In this founder’s opinion,Hotel chaining is the inevitable path in the future,OYO is exploring the road ahead,In fact, it saves the people behind you a lot of detours。
“Actually, to put 188bet best bookmaker bluntly,OYO’s biggest opponent is itself”,The founder said。
But after the spread 188bet best bookmaker new coronavirus,OYO faces new problems。First of all, there is a decrease in passenger travel、Passenger flow is gradually shrinking,According to Ministry of Transportation data,The number of passengers carried by civil aviation nationwide has increased from an average of more than 1.9 million passengers per day in the early Spring Festival travel period,Down to less than 600,000 passengers per day in February,The single-day year-on-year decrease has exceeded 70%。This leads to aviation、The number of tickets for transportation such as roads and railways has decreased significantly,Thus affecting the room nights of downstream accommodation,And the duration of this effect is unknown。
“Compared with the transportation industry,The situation of the 188bet best bookmaker industry may be worse”,A 188bet best bookmaker industry entrepreneur expressed to 36Kr。Except for reduced demand、In addition to increased compensation,The most difficult thing in the 188bet best bookmaker industry right now is cost pressure,Especially the venue rental、Manual、High operating costs such as water and electricity。
However, OYO faces a big test of survival,On the one hand, we have to deal with OTA。In the past 2019,The radical expansion of OYO was met with disappointment in front of Ctrip and Meituan: they not only blocked OYO’s traffic,They also support their own independent 188bet best bookmaker brands to attack OYO。
Mentioned in the Ctrip article above,The 188bet best bookmaker is desperate for traffic,However, traffic is often monopolized by online channels such as OTA,Hotels are inevitably controlled by OTAs。Natural,OYO was unbanned by Meituan and Ctrip only after handing over a sky-high toll fee,And request the other platform not to list the listings of the competing 188bet best bookmaker H 188bet best bookmaker (strategic investment by Huazhu and IDG)。
It is difficult to say that this lifting of the ban 188bet best bookmaker be permanent,Sacrificing profits for traffic in the long term is likely to lose the trust of the owners,The love-and-kill relationship between hotels and OTAs has long been deep-rooted。It can be seen from this,One of OYO’s highlights in 2020,It 188bet best bookmaker still be a tug-of-war with China’s OTA giants。
*Source of 188bet best bookmaker article: 36氪, author: Cao Qian,Original labelQuestion:《2020 Outlook丨Ctrip under the epidemic、188bet best bookmaker、OYO: Enter quick freezing mode,We need to overcome the difficulties together》.
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