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京东搅局,能否打破“三足鼎立”
Shen Zhen Shang Bao· 2025-06-18 22:30
Group 1 - JD.com announced its entry into the hotel and travel market, following its earlier move into the food delivery sector [2][3] - As of now, the number of hotels in China has surpassed 340,000, marking a historical high, with 23,000 new hotels expected to open in the first half of 2024 [3] - JD.com aims to attract hotel merchants by offering a "JD Hotel PLUS Membership Plan" with up to three years of zero commission [3][5] Group 2 - Ctrip responded to JD.com's market entry by stating that the competition landscape is characterized by misalignment, with its growth primarily driven by global tourism expansion [6] - Ctrip recently held a global summit with over 3,000 industry representatives and announced a 1 billion yuan tourism innovation fund to support breakthroughs in the sector [6] - Ctrip's financial report for 2024 indicated a 69% year-on-year increase in net profit, with exclusive hotel agreements covering over 400,000 properties [6][7] Group 3 - JD.com is actively recruiting talent for its travel sector, focusing on positions such as product managers and backend developers, with a preference for candidates from Ctrip and Meituan [5] - Ctrip's international platform, Trip.com, reported over 60% year-on-year growth in travel bookings for Q1 2025, ranking among the top ten travel apps in several Asian countries [7] - Ctrip emphasizes the importance of international expansion for Chinese tourism platforms, aiming to enhance the global presence of Chinese hotels and attractions [7]