2026年最先凉掉的是民宿生意

Group 1 - The core viewpoint of the article highlights a paradox in the homestay industry, where overall industry data appears to show growth, but many individual operators are closing down due to intense competition and declining profitability [2][18]. - As of the end of 2025, there are 383,000 homestay-related enterprises in China, with 86,000 new registrations since 2025, indicating a saturated market, particularly in popular tourist areas [8][10][14]. - During the 2026 New Year holiday, homestay orders on platforms like Tujia increased by 160% year-on-year, suggesting a strong demand for unique travel experiences despite the struggles of some operators [11][12]. Group 2 - The competition in the homestay market has intensified, leading to price wars, with some operators reporting average room rates as low as 100 yuan, which is unsustainable for profitability [15][18]. - The shift in consumer preferences indicates that younger travelers are now prioritizing unique experiences over cost, seeking emotional and social value from their stays rather than just affordable lodging [19][20][25]. - The article suggests that homestays that fail to evolve from being mere "hotel substitutes" to "experience containers" are likely to be eliminated from the market [25][26].