After the full version of the top 20 reports is released，Many tourists are becoming restless again，Mentioned&ldquo in the report;Travel”And jump for joy，Rekindling confidence in the future of tourism。However，The reality is，The epidemic is a major obstacle that cannot be overcome yet，The progress and prospects of economic recovery are unpredictable。188bet app

In the long run，Travel this“Recognize relatives as elders”How can the industry become stronger？The recent industry discussion has been heated“The country advances and the people retreat”“State-owned enterprises bail out”What is the essence？Is there a future for the tourism industry as a whole industry chain?？This article discusses some of the author’s views on some of the issues facing the long-term development of the tourism industry。

Tourism is not a policy city

We should look at the economic situation and epidemic prevention policies comprehensively，Not only depends on the situation abroad，It also depends on the domestic situation；Not just economic accounts，There are still political scores to settle，The dispute over destiny between China and the United States，We must give full play to the advantages of the national system。Currently，Strengthening the economy and preventing the epidemic are a dilemma，Unemployment compared with poor health or even death，The country has made its choice——Which is the lesser of two evils。Predictable，Even if epidemic prevention and control is fully relaxed、Lie flat，The economic situation will not be good either，Economic growth in the third quarter 3.9%，Exports increased by 5 in August.7%，Downward pressure on the economy is still huge。

Gross domestic product growth rate Source: National Bureau of Statistics

Put all your hopes on comprehensive relaxation of epidemic prevention，National policy of giving points，Traveling is like a fish in water、Reviving，It’s unrealistic，I can only say it will be better than now，But the general situation will not change，The economic downward trend will not change，At most, take a breath。Economic downturn brings difficulties to all walks of life，Who should be saved first and who should be saved later？Real money rescue or supportive policy rescue？The results of the two choices are different。

I have some thoughts after reading several tourism-related interpretation articles of the Top 20 Report recently。There are joys and worries、Worry first and then be happy，The simplified version of the 20th National Congress report did not mention tourism worries，I am overjoyed that the detailed version of the 20th National Congress of the Communist Party of China is online for the first time，Many tourists are no longer calm。Think about it for a moment，There are many industries not mentioned in the 20 major documents，But they still have to work hard to survive, they just talk about it“Bad travel”Cannot solve the problem。Difficult，It’s difficult for everyone，Hold your breath、Hold on tight，Don’t always pay attention to negative information，It’s true that it’s not shameful to lie down if you can’t stand it。“Children”So many，Crying may not mean you have milk，The key lies in“Myself”。

Tourism is a small industry, not suitable for big business,It’s not easy to live in the whole production chain

Wanda is China’s earliest player in the entire tourism industry chain，Wang Yuanwai is not short of money。Planning、Construction、Do all operations by yourself，Later encountered debt crisis，Resold Sunac and R&F respectively，The project only changed“Dad”，Reality forced R&F to sell the hotel，No one picks up the package，Selling each one at a loss depends on the mood of the buyer；Sunac has been dragged down by it and its debt crisis has worsened，Sun Hongbin has the heart to jump off the building。

The tourism industry is very small，大YES“Recognized by relatives”，A typical small pond，A travel company with a pure tourism business revenue of 5 billion can enter the top 20，Therefore, it is neither economical nor meaningful to be small but complete，No aggregate benefits since childhood，Difficult to specialize since childhood，Can only engage in internal circulation within the enterprise，Insufficient transmission of market pressure，The entire industry chain is not economical and efficient，Enterprises throughout the industry chain are heavily in debt。

Cultural tourism has six elements.Tourism enterprises must be controlled“Promising Hands”，Just do one or two elements，Make full use of the global and national market layout to become a single champion，Hotel、Catering、Transportation is better than the other three elements。But，From an investment perspective，This is asset allocation，Control investment in areas with old, young, border and poor，Tourist destinations and tourist source areas invest heavily，AlsoControl the scale of investment to ensure that the market can effectively digest it，Facing more brutal competition in the destination market and source market，Red Ocean Competition，Even“Hand-to-hand combat”。

There are great similarities between tourism and real estate，They are all specialized in division of labor and extensive management。The tourism industry is relatively small、Complex，The core problem of tourism is that it is very small，Such as scenic spots、Hotel，Cannot form relatively large capital and aggregation，There are no well-known entrepreneurs，Entrepreneurs in these fields are only slightly famous in the industry，It’s nothing among the group of entrepreneurs in the country，Tourism entrepreneurs also receive relatively low attention in this society。

Firmly based on customer awareness，Reverse tourism is on the rise“Poor”

Since 2020，Speculative business is basically out of business，There is no such market anymore，Under comprehensive surplus，Any subdivided industry，We all need to rely on intensive farming to survive。

The law of survival in the remaining era is choice greater than effort。The value of choice will be highlighted at this time，What you do and don’t do becomes the core of all work。The entrepreneurial value of the leader and the leader is more important。What is important at this time is intensive farming，Now I want to make that cross-border money，That’s basically impossible。ThereforeNot recommended“+Cultural Tourism”and“+Cultural Tourism”way，What matters more is“Brigade”Intensive farming。Because you don’t care how you add it，Your knowledge and experience cannot be added to it，If past knowledge and experience cannot empower new forms，In any cross-border industry，It is difficult for you to have a cost advantage。

No cost advantage，Under the trend of consumption downgrade，There is no market for it。Therefore，The future design of tourism products should be "";Cost Leadership”Mode，Under the same quality，Whoever can make the cost lower will have the last laugh。“Reverse tourism”Isn’t it popular just because“Poor”Well，The price is great，Three hundred yuan five-star hotel，Good urban facilities。

Prices of some high-star hotels during National Day. Source: Qunar

Innovative products must be valuable only when they are superior in terms of reasonable cost performance and friendly price，Otherwise，This innovation will not be paid for by the market，Your innovation cost is too high，It’s hard to find enough tourists。Of course，If the price is too high，Consumers themselves have no spending power，Basically means that this product was born at the wrong time，Only Henan·Drama Fantasy City project is a living example。

Only Henan·Drama Fantasy City Source: Internet

There are hot spots but no focus, there is heat but no height

1. Resolving state-owned enterprise debt

In general，Pessimists are more likely to succeed。Ren Zhengfei has been shouting "Huawei's Winter" for so many years，Huawei is not dead but thriving。This means everyoneYou must have bottom-line thinking when doing things，The overall debt of tourism state-owned enterprises is not serious，To say something serious，The cultural tourism group that was also established in the early stage will be more serious，Especially those established around 2015，Because the business boundary control was not that strict at that time，They are all mixed businesses，Can do anything，Especially tourism real estate。Established late，Established in the past three years, its business boundaries are basically very clear: no real estate is allowed。

Ren Zhengfei's "Huawei's Winter" Source: Internet

The early tourism group established as a government financing platform，The tourism group established in the past three years serves as the government’s industrial platform。Mission、Different positioning，So their development models are completely different。

There is a voice，Some high-quality tourism assets have heavy debt burdens，If it is allowed to undergo bankruptcy liquidation，Activate through foreclosure，State-owned enterprises taking the lead may accelerate market clearing and recovery。

2. The country advances and the people retreat, state-owned enterprises bail out the market, there is no basis for it

“The country advances and the people retreat”Neither in line with national policy nor reality。Economic downturn，Private enterprises operate flexibly、Turn around quickly，Struggling to support，Adopt attrition、Salary cut、Closed、Closed、Exiting is normal；Political responsibility of state-owned enterprises，Facing the difficulties、Struggling to support、Guaranteed employment、It is normal to expand with the trend。State-owned enterprises also have operational constraints，Asset value preservation and appreciation、Guide investment、Basic investment must be maintained and done，How can a“Enter”One word in one sentence！

So-called“State-owned enterprises bail out”，Meaning that state-owned enterprises will not shrink from their operations、Do not close the door，Objectively, it has the effect of supporting the market，But the policy does not require state-owned enterprises to bear the responsibility of bailing out the market，The rigid regulations are not in line with“State-regulated market，Market-led enterprise”’s economic operation mechanism。

Private enterprises should not be so pessimistic about the current situation，It’s not shameful to hibernate when it’s time to hibernate。Missed“hibernation”The best time，Put your last “Bullet”Used，At that time there was only“Frozen to death in winter”One way。

3. The wool comes from the sheep

Cross-border robbery，“The wool comes from the pig”This kind of thing，It’s almost impossible to happen again now。Doing business can only be ";Wool comes from sheep”，“Pig hair comes from pigs”，The so-called comprehensive balance，I feel more and more unreliable now。The so-called vertical project，The entire industry chain is extremely risky，Almost impossible to succeed，The longer the chain, the more fragile the system is，The more dangerous the company is。

Future,Tourism companies should pay more attention to their own ";One third of an acre of land”Plow deeply and carefully，Doing a solid job“Internal Strength”to seek cross-border cooperation and expansion on the basis of 19108_19122。Under the current economic situation，The breakthrough point for innovative products is still to bring more value to consumers through low-cost price advantage，The cost of innovation is too high and unsustainable，Of course we can’t go far。AndTourism enterprises must achieve sustained and healthy growth in the future，State-owned enterprises and private enterprises should give full play to their respective advantages，Jointly promote the high-quality development of tourism。