商业洞察·2025-10-03 09:24Core Viewpoint - The article discusses the potential implications of the "choose one from two" (二选一) accusation against Ctrip, highlighting the risks of monopolistic behavior in the OTA (Online Travel Agency) sector and its impact on market dynamics [4][5][19]. Group 1: Market Dynamics and Competition - Ctrip is currently facing scrutiny after being questioned by the Zhengzhou Market Supervision Bureau, with media focusing on its pricing strategies and potential monopolistic practices [5][19]. - The OTA industry is more complex than the food delivery sector, involving higher consumer decision costs and a longer supply chain, which could lead to greater risks if monopolistic behavior is established [9][10]. - Ctrip's market dominance is significant, with projections indicating it will hold a 56% market share in 2024, far surpassing competitors like Tongcheng (15%) and Meituan (13%) [16][18]. Group 2: Pricing Strategies and Merchant Impact - Ctrip's commission structure places significant financial pressure on hotel merchants, with basic commissions ranging from 12% to 15%, and total costs potentially nearing 30% [11][12][13]. - Merchants have reported that Ctrip's "price adjustment assistant" and "golden card" system may effectively force them into a "choose one from two" scenario, limiting their pricing autonomy and market choices [22][34]. - The article suggests that Ctrip's operational strategies may create a closed market where it dictates terms, impacting the competitive landscape for merchants [34][35].