暑期档争霸2.0，谁会成为内卷王？

Core Insights - The summer travel peak season has begun, leading to intense competition among homestay platforms like Muniu, Tujia, and Meituan to capture market share [1][4] - Muniu's report predicts a significant increase in county-level homestay orders, with a year-on-year growth of 76.5% [3] - Overall, the summer season is expected to be one of the busiest in recent years, with various platforms launching diverse promotional activities to attract customers [5][7] Market Trends - There is a notable shift towards smaller cities and counties for travel, with traditional tourist cities still holding a significant market share but experiencing slower growth [3] - User expectations for homestay services are rising, with an increasing demand for unique features and value-added services [3][8] - The overall registration growth of homestay-related businesses has slowed, indicating a more stable market environment [8] Competitive Strategies - Muniu is focusing on diverse themes such as "beach therapy" and "homestay surfing," offering multiple discount coupons to enhance user engagement [6][7] - Tujia has launched family-oriented activities centered around water play, targeting larger group accommodations [6] - Meituan is leveraging its low-cost offerings to attract university students, focusing on group gatherings and events [6][9] Industry Dynamics - The competition among platforms is intensifying, with each trying to establish a unique market position through tailored offerings [8][9] - The platforms are not just selling homestays but are also integrating deeper lifestyle elements into their services [8] - The summer season presents a critical opportunity for platforms and hosts to enhance their market presence and customer loyalty [9]