京东入局酒旅，酒店供应链却崩了？

Core Viewpoint - JD Travel's entry into the hotel and travel market has faced significant challenges, particularly in its hotel supply chain, leading to a lack of available bookings on its platform compared to competitors [1][20]. Group 1: Supply Chain Issues - JD Travel's hotel supply chain appears to be breaking down, as evidenced by the lack of available rooms for top-ranked hotels on its platform, while competitors show ample availability [1][11]. - In major cities like Beijing, Shanghai, Chengdu, and Guangzhou, similar issues with hotel availability and pricing have been observed, indicating a widespread supply chain problem [1][17]. Group 2: Pricing Competitiveness - In the economy hotel segment, JD Travel has managed to offer competitive prices, such as a special rate of 385 yuan for a hotel room, which is lower than other platforms [1][2]. - However, in the business and luxury hotel segments, JD Travel has struggled to maintain competitive pricing, often being outpriced by competitors like Tongcheng and Ctrip [2][15]. Group 3: Strategic Partnerships - JD Travel's previous strategic partnership with Ctrip, which provided a significant portion of its hotel supply, seems to have diminished, as recent reports indicate a lack of collaboration [17][20]. - The company is reportedly seeking partnerships with major hotel groups to enhance its inventory and improve its market position, but has yet to finalize any agreements [20].