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2025携程Q2财报背后的故事 众行致远,智创未来
Mei Ri Jing Ji Xin Wen· 2025-08-28 03:00
从半天到半小时,AI破语言高墙 新枢纽,破冰第一站 今年前5个月,北京口岸入境外国人总量121万,较去年同期增长40%,其中享受过境免签政策入境的外 国人达69万,是去年同期的两倍。面对这一趋势,携程集团围绕'来华第一站'的核心理念,率先在北京 首都机场设立了全国首个一站式入境游咨询中心。 这里,专业的双语员工可提供一对一支持,从支付指导、景点规划到住宿预订,覆盖10余项入境高频需 求,为入境旅客提供一站式解决方案。同时,旅客扫码即可生成定制化行程,一键解决交通、门票、酒 店等全链路需求。到访的旅客还将获赠专属礼券包,更可参与免费北京半日游明星产品,感受中国文化 魅力。从企业单点服务到城市窗口,柜台联动文旅、交通、支付等多方资源,构建跨界联动的保障机 制;接入全球购、货币兑换等模块、外卡支付适配系统,让入境旅客无忧购。 北京柜台落成当天,第一波体验的俄罗斯小伙子欣喜地和柜员说:"柜台服务让旅程很愉快,很便捷, 我还没走出机场就解决了在北京的各项安排问题。" 未来携程计划将"北京经验"延伸到更多城市口岸,覆盖全国重要入境机场,塑造目的地城市形象,向世 界传递中国温度。 《携程2025入境游调研报告》显示,海外游 ...
首届携程旅游创新贡献奖:将三万字案例浓缩成20个坐标
Huan Qiu Wang· 2025-08-16 12:29
近日,携程揭晓2025"旅游创新贡献奖"获奖名单——从2023-2024年度全球数百个新开或爆红案例中最 终评选出20个"旅行新物种",每个获奖的创新项目将获得40万元奖金的激励。奖项看似是一次表彰,实 则是一份用数据写就的"反内卷"指南:告诉所有从业者,旅游业的增长公式正在被重写。 从流量到价值:一条可量化的反内卷路径 今年5月,携程集团联合创始人兼董事局主席梁建章在携程Envision 2025全球合作伙伴大会上表示,"我 们不缺好项目,缺的是把项目翻译成可复用的创新语言。"。为此,携程特别设立10亿元旅游创新基 金,并投入总奖金池达1000万元,同步启动2025旅游创新贡献奖的评选。 2025旅游创新贡献奖提出"旅游创新方程式"——以生产驱动与传播驱动为双轴,通过数据分析 (50%)、专家评审(30%)、用户投票(20%)的三维评估体系,将平台热度、订单转化、社媒播放 量纳入评选。从泉州蟳埔女"簪花围"凭25亿次播放拉动当地民宿预订涨120%到张家界109.9米全球最高 吊脚楼群平台搜索热度涨240%,再到伦敦国王十字车站9¾站台让英国"哈利·波特"主题游订单翻番。这 些项目不再只是目的地,而是一次人生 ...
哈尔滨冰雪大世界梦幻冰雪馆荣获携程旅行2025旅游创新贡献奖
Xin Lang Cai Jing· 2025-08-03 02:11
Group 1 - The core point of the article is that Ctrip Group has launched a tourism innovation fund worth 1 billion yuan, along with the establishment of the "2025 Tourism Innovation Contribution Award" [1] - The award will select 20 winning projects globally, with 10 from China and 10 from abroad, based on a combination of 50% big data, 30% expert review, and 20% public voting [1] - The selection process will take two months, highlighting the company's commitment to fostering innovation in the tourism sector [1]
创新文旅体验破解审美疲劳
Jing Ji Ri Bao· 2025-07-20 22:04
Core Insights - The tourism market is experiencing a surge in popularity during the summer, but many destinations and companies are struggling with product innovation and excessive commercialization, leading to homogenization and hindering healthy industry development [1] - The tourism industry is a key driver of consumption, and enhancing local tourism markets is essential for sustained consumer growth, focusing on accurately meeting diverse tourist needs [1] - There is a pressing need for the tourism industry to accelerate innovation, offering personalized products and creating a new market structure that blends traditional and modern elements [2] Group 1 - The tourism industry faces challenges such as lack of innovation and excessive commercialization, resulting in a homogenized market that restricts high-quality development [1] - Successful examples like Guilin demonstrate the importance of integrating culture and technology to enhance tourist experiences and promote diverse tourism activities [1] - The introduction of innovative ticketing options, such as "one ticket for multiple days," enhances visitor flexibility and encourages secondary consumption in surrounding areas [2] Group 2 - There is a need for continuous investment in infrastructure and service quality to address tourists' pain points, including transportation, dining, and accommodation [2] - The tourism sector should leverage local natural and cultural resources to create internationally recognizable tourism brands while ensuring protection and sustainable development [3]
支持旅游领域创新发展 携程设立10亿元旅游创新基金
Sou Hu Cai Jing· 2025-05-29 10:12
Group 1 - Ctrip Group announced the establishment of a 1 billion RMB tourism innovation fund aimed at supporting breakthrough and innovative developments in the tourism sector [3] - In 2024, China's domestic tourism reached 5.615 billion trips, marking a historical high, while inbound tourism orders for Ctrip in Q1 2025 saw a year-on-year increase of approximately 100% [3] - The fund will focus on long-term investments in innovative projects to reshape destination growth models and promote cross-industry collaboration to create unique travel experiences [3] Group 2 - Ctrip has formed strategic partnerships with Centara Hotels & Resorts in Thailand, Seafest Hotel Group in Malaysia, and Archipelago International in Indonesia to enhance marketing and service experiences [3] - The company has established deep cooperation with 10 domestic destinations and 5 overseas travel agencies to create a "two-way service hub" aimed at increasing inbound tourist flow [3]
携程孙洁:让旅游业成为连接中国服务与全球市场的超级接口
Sou Hu Cai Jing· 2025-05-27 02:09
Group 1 - The Envision 2025 Global Partner Conference, hosted by Ctrip Group, will take place from May 26 to 31 in Shanghai and Chengdu, attracting over 3,000 tourism industry leaders from 74 countries and regions [1] - China's tourism industry is entering a critical period of high-quality development, with domestic tourism expected to reach 5.615 billion trips in 2024, a historical high, and inbound tourism orders for Ctrip increasing by approximately 100% year-on-year in Q1 2025 [3] - Ctrip Group announced the launch of a 1 billion RMB tourism innovation fund aimed at supporting breakthrough and innovative developments in the tourism sector, focusing on long-term investments in innovative projects and promoting cross-industry collaboration [3] Group 2 - The conference adopts a dual-city model with Shanghai hosting global tourism trend discussions, while Chengdu will feature a cultural spectacle with 4,000 drones performing in the night sky on May 28 [4]
名创优品市值已低于永辉超市;贾玲全资持股大碗娱乐丨消费早参
Mei Ri Jing Ji Xin Wen· 2025-05-26 12:18
Group 1: Miniso's Stock Performance - Miniso's stock price dropped by 18.22% on May 26, closing at HKD 34.55, resulting in a market capitalization of HKD 432 billion [1] - Following the drop, Miniso's market value in RMB fell to 405 billion, below Yonghui Supermarket's 459 billion [1] - The decline in stock price raised concerns about Miniso's profitability and the effectiveness of its acquisition strategy, especially after a first-quarter report showing an 18.9% revenue increase but a 28.8% decline in net profit [1] Group 2: Douyin's Non-Heritage Video Growth - Douyin reported a 1625% increase in AI-related non-heritage videos over the past year, indicating a significant rise in creative content [3] - The platform saw over 2 billion new national-level non-heritage videos, with a 31% year-on-year growth in related content [3] - The commercial potential of non-heritage products is highlighted by Douyin's 6.5 billion annual sales, suggesting a growing market for cultural and tourism investments [3] Group 3: Ctrip's Strategic Initiatives - Ctrip announced the establishment of a 1 billion RMB tourism innovation fund aimed at fostering new business models in the travel industry [4] - The company formed strategic partnerships with international hotel groups from Thailand, Malaysia, and Indonesia to enhance service quality [4] - Ctrip's initiatives align with national strategies to boost inbound tourism and promote collaboration within the tourism industry [4]
携程将设10亿元旅游创新基金
FOFWEEKLY· 2025-05-26 09:59
Group 1 - The core viewpoint of the article highlights Ctrip's strategic initiatives aimed at enhancing innovation and service standards in the tourism industry [1] Group 2 - Ctrip announced the establishment of a 1 billion yuan tourism innovation fund to support breakthrough and innovative developments in the tourism sector [1] - The company has formed strategic partnerships with several international hotel groups from Thailand, Malaysia, and Indonesia to improve regional hotel service standards through joint marketing and service upgrades [1] - Ctrip is collaborating with 10 domestic destinations and 5 overseas travel agencies to create a "two-way service hub" in response to the national strategy to promote inbound tourism [1]
中金 • 全球研究 | 泰国经济2Q25展望:复苏遇阻与逆风博弈
中金点睛· 2025-05-14 23:43
Core Viewpoint - Thailand's economic recovery faces unexpected disruptions, with GDP growth forecasted to slow down to 1.8% in 2025, down from previous expectations of 2.5% for 2024, due to multiple adverse factors impacting the economic outlook [2][9]. Macroeconomic Overview - Thailand's real GDP is projected to grow by 2.5% in 2024, up from 2.0% in 2023, driven by a 5.4% increase in goods exports, a 26.3% rise in international tourist arrivals, and a 4.4% growth in private consumption [8][9]. - The IMF has revised Thailand's GDP growth forecast for 2025 down to 1.8%, highlighting the challenges posed by external factors such as U.S. tariffs and domestic political instability [9][10]. Policy Regulation - The Thai government has introduced an economic stimulus plan exceeding 500 billion THB (approximately 15 billion USD) to counteract slowing growth, focusing on consumption stimulation and investment [3][21]. - The Bank of Thailand has lowered the policy interest rate from 2.25% to 1.75% to enhance market liquidity, with additional measures including debt relief programs and digital wallet initiatives aimed at supporting indebted households [3][21]. Trade Dynamics - U.S. tariff policies present uncertainties for Thailand's exports, with a trade surplus of 35.4 billion USD expected in 2024, and a corresponding tariff rate of 36% [4][30]. - In Q1 2025, Thailand's exports grew by 15.2%, supported by strong demand from the U.S. and China, but ongoing trade negotiations with the U.S. remain stalled, posing risks to future trade performance [4][31]. Tourism Industry - The tourism sector is under scrutiny due to security incidents and the impact of the March earthquake, with international tourist arrivals increasing by only 1.9% in Q1 2025 [5][37]. - High-spending tourists from Western countries are partially offsetting the decline in Chinese visitors, but the overall recovery in tourism is expected to be slower than anticipated [5][38]. Capital Markets - The Thai stock market (SET Index) has fallen by 14.5% year-to-date, reaching a five-year low, driven by global market volatility and domestic economic challenges [6][46]. - Recommendations for investment strategies include diversifying into high-dividend blue-chip stocks, tourism-related sectors, and utilities, as well as taking advantage of potential stock buyback programs [6][47].