188bet sports betting app download industry, how is the second half of the year going?

Take this National Day as an example，According to data from the National Tourism Administration，Domestic 188bet sports betting app download 5.1.5 billion people，Restored to 70 in the same period before the epidemic on a comparable basis.1%，Domestic tourism revenue 3890.6.1 billion yuan，Restored to 59 in the same period before the epidemic.9%。

Domestic 188bet sports betting app download is OK, but what about overseas 188bet sports betting app download?

But it’s obvious，Only Paper A for Domestic 188bet sports betting app download was tested in this exam，Volume B outbound 188bet sports betting app download has not been qualified for the examination yet，Because the epidemic abroad shows no signs of improvement，OTAs with major overseas operations are also particularly uncomfortable。

188bet sports betting app download business is suspended, and the industry is facing an opportunity to reshuffle

From the beginning of 2020 to the present，Overseas business has been suspended for nearly two years，Profound impact on the entire 188bet sports betting app download industry。

Take Ctrip, the domestic overseas business leader, as an example，Ctrip’s overseas revenue accounted for more than 30% of Ctrip’s total revenue before the epidemic，Probably at a level of a little over 10 billion。Overseas business suspended，188bet sports betting app download part of the income is almost zero，2020 annual report in progress，Ctrip’s operating income dropped sharply to 183.1.6 billion。

Picture source: Futu Niuniu

In terms of profit，Ctrip made a profit of 7 billion in 2019，Loss of 3.3 billion in 2020。

Picture source: Futu Niuniu

And 188bet sports betting app download Q1 and Q2 financial reports of 2021，Ctrip no longer announces the proportion of overseas business，Judging from Ctrip’s 2021 Q1 and Q2 data，Ctrip’s total revenue 188bet sports betting app download two quarters was 10 billion，The overall revenue in 2021 is expected to be basically the same as in 2020，Or slightly fluctuating。

Picture source: Futu Niuniu

If the business of the 188bet sports betting app download market is roughly divided，can be divided into two major businesses:

One is low-frequency and high-price business，Refers to longer 188bet sports betting app download time、Boutique customized tour with higher price，Among them, overseas tourism is the most representative one。

One is high-frequency and low-price business，Mainly refers to short 188bet sports betting app download time，Usually same-day round trip，Or a two-day and one-night outing、Short-distance 188bet sports betting app download, etc.。

Which of the two major businesses is more profitable？Obviously 188bet sports betting app download a low-frequency, high-price business，Although for individuals，You may only go abroad once or twice in your life，But there are many people who can’t stand it and want to go abroad——According to data from the National Bureau of Statistics，in 2019，The number of Chinese residents leaving the country has reached 1.6.9 billion people。

The hot market has driven companies to work intensively on this track，Ctrip Yiqi Juechen is at the forefront，Already available with Booking、Expedia and other international giants compete head-to-head。Other companies，For example, Tuniu，Adopt the overseas direct procurement model，In addition, companies like A-share listed Uoxin 188bet sports betting app download，Also a professional operator of outbound tourism。

It can be said，Overseas business is regarded as a cash cow by various OTA companies，It is a new addition to domestic high-frequency and low-price 188bet sports betting app download，It is a battleground for military strategists，This track has turned into a sea of ​​red。

But，The epidemic has caused a complete shutdown of outbound 188bet sports betting app download，Indiscriminately smoothing out the superior and inferior positions of various OTA companies in overseas markets。This is for the industry，It is an opportunity to reshuffle the cards。

In other words，The Red Sea returns to the Blue Sea，Major OTAs have returned to the same starting point in 188bet sports betting app download business。

If you want to take the lead, you need to practice your internal skills 188bet sports betting app download

When 188bet sports betting app download are on the same starting line in overseas business，Who will take the lead？

Deep Eyes Finance believes，The key lies in domestic business，Who can do a good job 188bet sports betting app download two parts of users and services，Who will be able to unblock overseas countries 188bet sports betting app download future，Like a sharp sword unsheathed。

Let’s 188bet sports betting app download talk about improving users.

The style of play 188bet sports betting app download post-epidemic era is completely different，Judging from the data of the National Day Golden Week，There are several major characteristics of domestic tourism at present:

First，The epidemic as a potential concern，People tend to 188bet sports betting app download within the province for short distances。According to reports from Oriental Fortune，There are 88 National Day holidays.3% of tourists choose to 188bet sports betting app download within 300 kilometers；Visit the countryside around the city、The proportion of tourists in suburban parks is 28.9%、25.8%，increased by 4 year-on-year respectively.6% and 5.7%。

Secondly，Some tourists who don’t like to crowd in and join in the fun choose to find another way，Discover new 188bet sports betting app download destinations，To the more niche third and fourth tier，Even from fifth-tier cities，The proportion of bookings in fifth-tier cities this year increased from 6% last year to 12%。For example, Burqin County, a little-known fifth-tier county，But it has become a holiday destination for many people，Platform order volume increased by 134% year-on-year。This is exactly the new change that the rise of a new generation of consumer groups has brought to the tourism market。

Third，The number of tourists has dropped significantly，According to the "National Tourism Economic Operation Analysis Report in the First Half of 2021"，The sinking market in third- and fourth-tier cities is active，The 188bet sports betting app download rate of residents in rural areas during the May Day period reached 14.3%，Small town youth、Rural residents have become a new force in 188bet sports betting app download。

Under this trend，Many OTA companies have exploded in value。For example, Meituan has always been based on local life，In the short-distance 188bet sports betting app download business within the province，has obvious advantages，This is closely related to Meituan’s long-standing strategy of using high frequency to compete with low frequency。

Douyin also launched Mangosteen，Taking advantage of content operation，Even through a short video of more than ten seconds, some scenic spots that people usually don’t pay attention to are popular，For example, the sea of ​​pink grass and flowers in Binjiang Park in Hangzhou，Once famous because of Douyin，It caused controversy after being stepped on for three days。But 188bet sports betting app download also proves Douyin’s ability to bring fire scenic spots。

Another example，Tongcheng Yilong, another 188bet sports betting app download giant, is also making efforts to sink the market，As of the end of June 2021，Among the registered users of Tongcheng Yilong，The proportion of users living in non-first-tier cities reached 86.6%。Second quarter of 2021，About 59.3% of the new paying users of the WeChat platform come from third-tier and below cities。

On a footing closer to user needs，If 188bet sports betting app download can find breakthroughs in services，Improve service quality，Provide personalized services，Then its competitiveness will be even better。

OTA companies used to be more of a tool connecting consumers and merchants，Now we need to gradually move towards personification，For example, how to find delicious family stalls on the streets of fifth-tier cities，How to better serve the needs of the whole family traveling together during short-distance 188bet sports betting app download within the province。

At the same time in the form of service，OTA companies still need to make breakthroughs，For example and scenic spots、In-depth cooperation with hotels，Just like Cheng Yilong announced，Signed strategic investment agreement with Perrin Hotel Group。Flying Pig and Scenic Area Government、In-depth resource integration between merchants and partners，For example, in July this year“Flying Pig Wonderful 188bet sports betting app download Festival·Great Northwest”Activity，The Desert Hertz Music Festival has won the love of young people。

Whether it is Tongcheng Yilong deeply exploring the sinking market、Meituan develops high frequency and low price，Still the content operated by Douyin Mangosteen，188bet sports betting app download post-epidemic era“Speciality”Under，The development of OTA companies has continuously broadened its boundaries，New entrants 188bet sports betting app download industry can rely on their own special advantages，Achieve“Last come first”。

Back to overseas business，For all 188bet sports betting app download，The uncertainty of time is the biggest variable。

Overseas 188bet sports betting app download has been suspended for two years，There is news that there may be an orderly liberalization after March next year，Of course，It depends on how well the country is under control at the end of this year，And what is the actual situation of countries with orderly opening up domestically。

Even if it opens in an orderly manner，Under foreseeable circumstances，Business transactions must be the first priority，188bet sports betting app download must be prioritized later。

188bet sports betting app download persistent downturn，For the veteran leader，A huge disaster indeed:

First，The original cooperation can only be overthrown and started over。Has been disconnected for two years，Many hotels may have simply disappeared，OTA’s overseas cooperation agreements will inevitably need to be re-signed。Who to sign with，How to sign，The knowledge 188bet sports betting app download middle is great。

The most important thing is，The original consumer groups can only be re-cultivated。For example, I was originally keen on honeymooning abroad、Relax、The younger generation who just want to leave，188bet sports betting app download past few years, I have been educated by the black swan of the epidemic，So how to cultivate the same consumption habits among new consumer groups，reach“Buying a house is not as good as traveling”What about consumer education？

188bet sports betting app download must grasp young people faster and tighter.

In other words，Who can attract more young users in the domestic market，Who can capture more high-value people on the day when outbound 188bet sports betting app download is lifted。

188bet sports betting app download difficult to form a monopoly, which will have a greater impact on traditional giants

We can imagine it，Once 188bet sports betting app download opens，The entire industry is in a state of good weather after a long drought，Companies on the same starting line，How to get ahead？Perhaps we need to make adjustments now:

The 188bet sports betting app download problem is，Is the original exclusive agreement still feasible?。

Before the epidemic，Many customers，Some platforms engage in exclusive agreements，Also accepted by 188bet sports betting app download merchants，After all, the plate is still big，You can always eat meat。

But at the beginning of opening，Even for a long time after opening，Customers must not be as good as expected。In 188bet sports betting app download case，Staying alive is the most important thing for survival。Obviously，Businesses may no longer be willing to sign exclusive contracts with the platform，But hope to expand the customer base as much as possible。

But from the standpoint of an OTA company，Exclusive signing can quickly gain a foothold in the market，188bet sports betting app download is the first battle that must be won。

Only money and silk can move people's hearts.

188bet sports betting app download way，The company’s cash flow will also be under pressure，It will have a huge swallowing effect on profit margins。Leading companies like Ctrip that originally had huge advantages overseas，You need to spend more money to sign agreements and cooperation (analogy to music APP)，188bet sports betting app download also means that a new round of money-burning war is about to begin，188bet sports betting app download is definitely not good news for investors。

Of course，Ctrip and others can also choose to abandon the car to save the handsome man，Do not participate in 188bet sports betting app download competition，Then 188bet sports betting app download will allow latecomers to catch up，The OTA landscape will become more tense and confusing。

So, what about the long run?

Actually，The online 188bet sports betting app download industry itself is an industry that cannot be viewed“Long term”’s industry。Elong since 1999、Ctrip established，After 2003, major OTA companies will compete to take the lead，The industry will compete for territory from 2009 to 2017、Stalemate、Merge Melee，Who would have expected that I would appear on stage after you sing？

Internet 188bet sports betting app download，Except shared bikes，Never has there been such drastic changes in any field。

Fight 188bet sports betting app download past，Ctrip Qunar merger，Tongcheng Yilong listed on Hong Kong stock market，Tuniu、Mafengwo and other brands are gradually falling behind。But，Just when everyone thought the market structure was settled，Something happened again，Meituan、Flying Pig quickly came out to grab the cake……

188bet sports betting app download side note，The product barriers in the OTA market are not high，No company can form a real moat through scale，First movers don’t have many specific advantages，The logic of using money to attract users in the past，In fact, it is a false proposition，Even Ctrip，Being the leader and defender for so many years，Only a dozen percent of the market share。

The reason，It’s because the market is too big，Companies hope to monopolize an 188bet sports betting app download through fierce competition，It is simply unrealistic to raise prices and gain huge profits，On the contrary, it will only increase the supply capacity，For example, consumers are becoming more and more picky，Will challenge the rules set by the company even more，Expect better service。

In 188bet sports betting app download way，As long as the consumer service exists，There are always merchants who can find an entry point，Those competitors can take a detour，Hibernating Attack。

In short，For 188bet sports betting app download，The opening of overseas markets may not be far away，But the industry struggles and changes that come with opening up，It will be more intense than ever before。