Core Insights - The summer peak season for homestay platforms is concluding, with a focus on product differentiation and user engagement as key competitive strategies [1] - The report from Muniu Homestay indicates record orders, with county-level homestay orders increasing by 42% year-on-year, and Meituan's hotel accommodation search volume rising by 48% since July [1] - The competition among major platforms is intensifying as they aim to capture the last wave of summer traffic through targeted promotions and activities [1][2] Group 1: Market Performance - Muniu Homestay's seaside travel activities have been popular throughout the summer, with reports of high occupancy rates from hosts in coastal areas [2] - As the summer ends, Muniu is launching back-to-school themed promotions with discounts ranging from 5 to 30 yuan, alongside autumn travel activities focusing on nearby trips [2] - The upcoming Qixi Festival is expected to drive additional orders from couples, with Muniu offering themed discounts [2] Group 2: Competitive Strategies - Tujia Homestay is focusing on family-oriented activities, emphasizing large space rentals, while not providing additional promotional offers [5] - Meituan Homestay is primarily using low-price strategies to attract users, with many listings priced below 100 yuan [6] - Muniu Homestay leads in the number and variety of promotional activities, providing users with more reasons to choose their platform [5] Group 3: Industry Dynamics - Since their establishment, Muniu and Tujia have been in a competitive struggle, with Muniu leveraging social media and C-end operations to build a strong competitive barrier [9] - Tujia has shifted its focus to larger vacation rentals, utilizing Ctrip's traffic to cater to family and group travel needs [13][14] - Muniu is enhancing its product offerings by optimizing user experience and reducing decision-making pressure through features like "Flash Booking" and "Today's Selection" [15][19] Group 4: Future Outlook - The competition between Muniu and Tujia is expected to continue evolving, with both platforms exploring new market segments and promotional strategies [11][12] - The overall market remains promising, with positive order growth reported by Muniu and Meituan, supported by upcoming seasonal events [19]