艺龙酒店科技CEO席丹丹：行业变革思潮，艺科“三力模型”重构民族酒店品牌增长逻辑

Core Insights - The hotel industry is facing a dual challenge of "involution" and opportunities, with supply exceeding demand and increasing competition, while AI technology presents new avenues for growth [2][5][14] - The "Three Power Model" proposed by the CEO of eLong Hotel Technology emphasizes the integration of brand strength, product strength, and operational strength to drive high-quality growth for domestic hotel brands [1][14] Group 1: Industry Challenges - The hotel industry is experiencing significant supply growth, with hotel room numbers expected to increase by 7% in 2024 compared to 2023, and the number of hotel brands in mainland China rising from 572 to 859 between 2021 and 2024, a growth of over 50% [2] - Demand is declining, with hotel occupancy rates (OCC) and revenue per available room (RevPAR) projected to decrease by 4% and 5% respectively in the first half of 2025 compared to the same period in 2024, highlighting a structural imbalance of oversupply [2] - The competition has shifted from price wars to service enhancements, with some hotels offering unexpected services, while the rapid iteration of AI technology and high R&D costs challenge traditional growth models [2] Group 2: Opportunities for Domestic Brands - Policy and market dynamics are creating opportunities for domestic hotel brands, with national initiatives like the "14th Five-Year Plan for Tourism Development" and the "144-hour visa-free transit policy" boosting inbound tourism [5] - Consumer preference for Chinese brands is increasing, as indicated by a report showing improved consumer favorability, choice, and reputation for Chinese brands in 2024 [5] - The inbound tourism market is thriving, with eLong Hotel in Shanghai reporting that over 85% of its orders in April 2025 came from inbound tourists, demonstrating global recognition of "China Hotel" [5] Group 3: Three Power Model Implementation - eLong Hotel Technology has developed a comprehensive empowerment system covering eight areas, including brand, technology, marketing, and operations, to support the growth of domestic brands [5][14] - Brand strength is defined as the product of quality and scale, with a rigorous selection mechanism to ensure high-quality brands and a full spectrum layout across various market segments [7] - Product strength focuses on a holistic digital transformation, creating a "Smart Toolbox" ecosystem that includes data centers and AI-driven tools to enhance operational efficiency and customer experience [9][11][13] Group 4: Achievements and Future Directions - As of July 2025, eLong Hotel Technology has signed nearly 4,500 hotels, with around 3,000 operational, covering over 300 cities in China and expanding to seven overseas markets, achieving an average rating of 93.7% on major OTA platforms [13] - The success of the Three Power Model demonstrates its practical value in achieving high growth for quality hotels, with a focus on building a sustainable accommodation ecosystem [14] - The exploration by eLong Hotel Technology offers a replicable development path for domestic brands, balancing quality and scale, efficiency and warmth, and local and global perspectives to transition from "Chinese brands" to "global brands" [14]