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Outbound travel Author of this article: Zeng Jianzhong (Ethan) 2020-06-12 08:42:40
Uncertainty is the greatest crisis.
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Sad again,World Travel Network, considered to be the leading company in customized outbound travel,Falled before the recovery of outbound tourism,It is rumored that operations will be stopped,And initiate bankruptcy liquidation。

Early morning of the 10th,Zhao Xinyu, co-founder and CEO of Shijiebang, posted a circle of friends: I hope you will take care of it,The days ahead are long。This sentence aroused the emotion of many industry insiders in a tourism WeChat group,And encourage and support Zhao Xinyu,Zhao Xinyu responded with "Go forward with all your heart"。

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World State established in 2012,There is a star shareholder behind it,Continuous financing for many years,Also catching up with the trend of outbound travel,But public financing is stuck in 2015。

Zhihui learned about it,World State’s choice of bankruptcy and liquidation may be considered internally as the best outcome,That is, he feels that there may be no chance of resuming outbound travel in the next year or even longer。

The logic or reason behind this is also the same: the epidemic has become the fatal straw that overwhelms the enterprise,But there is more behind the straw。

Some people in the industry expressed their opinions on Zhihui,The first wave of bankrupt and liquidated tourism companies,Maybe it’s a direct hit due to the impact of the epidemic,A very big problem occurred。But until June and July,If there is still bankruptcy liquidation,Maybe it’s because of the lack of confidence in the unclear future situation 。

A travel agency owner who plans to travel overseas,Set the time for full resumption of outbound travel to the end of next year,Even 2022。

Insert a detail,June 8,Beijing epidemic cases cleared,The prevention and control level will be lowered later,Official propaganda will gradually open up domestic group tours。But there was one new case on June 11。

There are still many uncertainties in the tourism industry.

Bankruptcy and liquidation may be the best result

Shijiebang is a company with a star halo.

The founder Zhang Pinghe was a partner of CDH Venture Capital before 188bet app download starting his own business,And served as the first general manager of Yahoo China;Co-founder Zhao Xinyu also served as Vice President of Operations at CDH Ventures,Worked at ZTE earlier、Working at China Telecom。

After establishment in 2012,World State has successively received investments in the capital market,Dense。

Public information display,Early 2013,World State gets Yahoo founder Jerry Yang、Tencent early investor Wang Shu’s angel round investment of one million,Fosun Ruizheng Capital (a subsidiary of Fosun International)、Huayan Capital invested millions of dollars,End of 2014、November 2015,Sina Weibo Fund invested tens of millions of dollars respectively、10 million US dollars。But that’s where it ends。Since now,Shijiebang no longer has public financing information。

Zhihui learned about it,World State’s choice of bankruptcy and liquidation may be considered internally as the best outcome,That is, he feels that there may be no chance of resuming outbound travel in the next year or even longer。

Shijiebang’s business is relatively simple,Focus on customized outbound travel,Business is basically overseas,Outbound travel stalled,Business is suspended directly,Encountering a crisis such as the epidemic,The irresistible force,And the recovery period is longer。

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Wang Li (pseudonym), a person from the customized travel company, expressed her views on Zhihui,The current situation is that the country does not allow outbound travel,Customers dare not go,We don’t dare to let customers go,“The entire industry is like this,It depends on who develops other businesses (such as domestic tourism) better,Higher operational efficiency and lower costs,The team is more cohesive,The barriers should be deeper。”

Li Chen (pseudonym), another person from a customized travel company, also said,The first wave of bankrupt and liquidated tourism companies,Maybe it’s a direct hit due to the impact of the epidemic,A very big problem occurred。But until June and July,If there is still bankruptcy liquidation,Maybe it’s because of the lack of confidence in the unclear future situation ,“If many companies actually have to hold on,It’s not like there’s no way to survive,But if there is insufficient confidence in the recovery of the industry,Probably not necessary,It’s about ‘how far is spring’,Their current confidence index may be low。”

And this confidence may also be linked to World State’s operating model.

Wang Li said,Shijie Bang’s team is very good,I also received a lot of money in financing,There are also star shareholders。Why don’t they stick to it,Maybe the problem lies in cohesion and operation,“Because after all, the epidemic has entered its second half,We are still 188bet app download optimistic about the subsequent gradual recovery。”

Shijie Bang adopts the model of “big data + expert crowdsourcing personalized customization”。On the one hand, it helps users design independent travel itineraries through crowdsourcing by travel experts,On the other hand, through the automatic calculation and processing of big data,"Precise the information、Practicalization、Structured、Optimization of simplicity。

Among them,Travel experts only provide route content,No reservations。Zhang Pinghe, founder of World State, once said,A travel expert is like a distant friend,Only recommends how to eat and play if he also recommends cars、Recommended Hotel,Guests feel it is more like a travel agency,That sense of trust is not pure。

That is, Shijie Bang wants to achieve the so-called true personalized customization,Also provides relatively more favorable prices。From the perspective of supply and demand,No problem。

However,Li Chen said,Enterprises like Shijiebang,The test is product capability、Resource control and service capabilities,And traffic acquisition capabilities。In his opinion,Travel experts provide more information on how to play,Or the perspective of experience,It is not something that can be "industrially replicated",That is, the cost may be relatively higher,At the same time, travel experts are not considered to be deeply involved in the tourism industry,The control over resources will be lower。From this,If you completely use experts to design products,There will be some problems,For example, resource scheduling will be more difficult。

This may also be one of the reasons why Shijibang added big data to the model and highlighted it。From a positive perspective,Integration and analysis of big data,It is a basic channel that tries to provide products and services to thousands of people,It means intelligent personalized customization;From the reverse perspective,The use of big data functions is also to reduce the cost of manual personalization,Shorten the time cycle for delivering customized products to customers,But based on calculated product,It is possible to enter into modular combination,Even the above-mentioned hidden danger areas of industrial replication,Compared to the past, the personalized customization attributes dominated by experts are weakened,But the cost is reduced、Efficiency improvement, etc.,It does work。

Wang Li thinks,The competition in the outbound travel customization market is not fierce,Because 188bet app download it needs to cover a large number of users (low price、High production capacity,Good service at the same time),Requires high technology、Operational and supply chain barriers。

Strictly speaking,World nations have not yet been able to establish relevant high barriers,This will reduce its safety factor。

Can’t wait and can’t afford to wait

The current epidemic situation is still uncertain,World State will not be the last tourism company to fail。

Li Chen said,The current epidemic situation has not reached its peak and declined in all places,There are still many places in the outbreak stage,Coupled with geopolitical uncertainty, it will affect tourists’ travel choices、Travelable area,This may cause the area suitable for tourism to shrink a lot,It also has an impact on the overall interest and index in overseas travel,In turn, it will affect the business plate of future outbound travel。

Fang Hui (pseudonym), the travel agency owner who organizes outbound travel, also expressed that he is not optimistic about outbound travel,"It is expected to be by the end of next year,It also needs to be fully restored in 2022。”

She said,I currently don’t have a good response (plan),Can’t wait and can’t afford to wait,The only thing we can do now is change careers,Or there are resources to sell goods,But not long。

Li Chen conducted several rounds of research on tourism companies after the epidemic,I found that the current situation of enterprises is quite complicated,Some customization companies still regard outbound customized travel as the main stage,But it is difficult to develop customized tour business in China,So we may choose to go out of business,Waiting for the recovery of outbound travel;

There is another type of enterprise,Choose a career change like a migratory bird first,For example, doing micro-business,Or transition to other industries,Encourage employees to start some small businesses,Live first;

In addition, tourists’ suppressed travel demand is still there,Many former outbound travel customers,Or mid-to-high-end customers,Will look for domestic alternative destinations and alternative products,This is an opportunity for some companies that produce customized outbound travel products,Provide domestic customized travel products for these users。

But this opportunity is not easy to grasp.

Li Chen thinks,First of all, there is a difference in thinking,We must first look at why users choose customized travel products from the user’s perspective。User 188bet online sports betting chooses outbound customized travel products,Language exists for outbound travel、Cultural and other barriers,Uncertainty in the itinerary,Need more problem-solving skills。But in the country,These obstacles、Uncertainty basically does not exist,Resources are also relatively transparent,This results in many values ​​of outbound customized tours not existing in China,Or these values ​​are difficult to quantify。“If we help users save time and worry during outbound customized travel,Copy it in China,Definitely not making money。”

Li Chen mentioned,Under the current domestic tourism management system,Many things are not perfect yet,Unlike foreign countries, many things have ready-made specifications,The resource party can directly support the required services,This makes it necessary to participate in the exploration and transformation of the entire upstream resources such as destinations when doing domestic customized tours。“Customizers should get closer to the destination,Participate in overall destination development and marketing to a certain extent、In product design and other aspects,Have certain participation in the upstream of the industry chain。”

She used her own company as an example,There are two paths for filtering its destination,The first is to find alternatives to previous outbound customized tours,For example, I used to like to go to Africa、European or American,I like the natural and cultural scenery or cultural experience there,Find alternative destinations in the country that meet their needs,This is in western regions such as Xinjiang、Tibet, Yunnan and other places,Has very strong advantages;Long-term destinations are the most suitable alternative to overseas destinations。

The other is a destination for higher frequency consumption,For example, areas with outstanding surrounding tourism,Area with relatively dense tourist origins and destinations,These areas will be opened first,And it is easier to connect the destination and the source of tourists,Need to find some niche destinations in these places,Design customized products。

Another trend is,Compared to outbound customized tours,In the past, domestic customized tours were not profitable enough,Customizers are also reluctant to develop domestic products,The suppliers are not cooperative enough,But now the best customizers can only make domestic products,This is an opportunity for upgrading the domestic customized tourism product system。

Logically speaking,Shijie Bang can also try to switch to domestic customized tourism business,Not bankruptcy liquidation。To this,Li Chen thinks,The leader of the world travels freely,The domestic alternative to outbound customized travel products may not be suitable for independent travel,Should be a small group,“The form of small group customized tour,Instead of pure free travel form,The added value of free travel is relatively low。”

This may be one of the reasons why the World State lacks confidence in its prospects.

Fang Hui also said,Domestic customized tours have higher requirements than foreign customized tours,In a country you are familiar with,To position unconventional products,The competition is about vision and cognition,Content can attract people,More stringent requirements for those who plan itineraries。The big thing is to support the psychological needs of your customers,Add the storytelling ability of the product,Maybe the domestic customization competition is the same scenery,Different narrative angles。

This means,Outbound travel is stalled,Companies that focus on outbound customized travel products and services,Although there is a chance of recovery,But survival is still in danger。


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