航旅纵横打不过OTA，就做不成“民航12306”

Core Viewpoint - The introduction of "source tickets" by the airline travel platform "Hanglv Zongheng" has sparked discussions about its pricing competitiveness compared to Online Travel Agencies (OTAs) [1][2][10] Group 1: Pricing and Consumer Perception - Many consumers have found that the prices for source tickets on Hanglv Zongheng are often higher than those offered by OTAs, leading to confusion about the platform's value proposition [3][4][10] - A specific example highlighted a price difference of approximately 300 between the same flight on Hanglv Zongheng and an OTA [4] - Users have reported issues with the platform's interface, such as the inability to select round-trip tickets for the same flight on a single page, which raises concerns about usability [8] Group 2: Industry Dynamics and Challenges - The shift to a fixed fee commission model for ticket sales has led to a decline in the relationship between airlines and agents, resulting in a focus on low-priced tickets rather than collaboration [11][12][13] - Airlines have attempted to establish direct sales channels to reduce reliance on agents, but this has not effectively increased direct sales rates [14][15] - The introduction of Hanglv Zongheng is seen as an attempt to address issues like price transparency and the prevalence of price gouging by third-party platforms [10][21] Group 3: Financial Performance and Market Position - Financial data indicates that major airlines like Air China, China Eastern Airlines, and China Southern Airlines have seen revenue growth in 2024, with increases of 18.14%, 16.11%, and 8.94% respectively [22] - Despite revenue growth, the net profit margins for the airline industry have not returned to pre-pandemic levels, indicating ongoing challenges [23][24] - Hanglv Zongheng's revenue model is based on segment fees, which is expected to grow alongside the recovery of the travel market, particularly in international flights [25][26] Group 4: User Engagement and Market Strategy - Hanglv Zongheng has accumulated over 100 million users, but its challenge lies in attracting frequent business travelers who typically use Travel Management Companies (TMCs) rather than OTAs [27] - The platform's goal to become a direct sales channel akin to a "civil aviation version of 12306" faces significant competition from established OTAs and TMCs [29]