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浦银国际:下沉与细分赛道驱动OTA行业持续增长
智通财经网·2025-05-23 08:11

Group 1 - The core viewpoint is that Chinese companies have a clear insight into consumer trends and market dynamics, which drives their continuous expansion in the stable lodging and ticket booking sectors [1] - The domestic tourism market is experiencing rapid recovery post-pandemic, with four key factors expected to drive growth: lower-tier market consumers, the affluent elderly demographic, the enthusiastic Z generation, and the recovery of inbound and outbound tourism [1] - The current competitive landscape among OTA platforms is stable, and there is optimism regarding the diversification of domestic OTA platforms to enhance business growth [5] Group 2 - Despite the pressure on travel prices due to the rapid recovery of flights and hotel availability, it is anticipated that the decline in travel prices will stabilize by 2025, aided by structural changes in the travel demographic [2] - The OTA platform industry has become an integral part of daily life for Chinese consumers, with increasing penetration rates leading to rapid market growth [3] - Chinese OTA platforms are expanding their business scope through acquisitions and self-built initiatives, particularly in overseas markets, while also launching vacation services to capitalize on the recovery of inbound tourism and the popularity of customized travel [4]