以下文章来源于真故研究室 ，作者梁湘 作者 | 梁湘 编辑 | 杨梅 来源 | 真故研究室 (ID：zhengulab) 2023年旅游市场全面复苏，加上电视剧《去有风的地方》热播，为云南大理引来大量游 客。民宿生意随之成为一门疯狂吸金的买卖，大量投资者跟风涌入大理，大手笔抄底， 期望从中赚上一笔。 入局后，不少创业者们才发现市场早已饱和。即便是旺季，大理每天都有近6万多张床位 空置着。眼看着百万投资回收无望，很多人萌生退意，开始了新一轮的血亏转让，撤退 逃离。 真故研究室 . 真问题，更商业 等待下一个接盘者。 01 百万投资，打了水漂 很多人都做过去大理开民宿的梦，可梦想变成现实了，迎接你的并不是想象中的风花雪 月。 曾经做自媒体探店的90后创业者十月，去年12月在杨丽萍大剧院旁，看中了门对门的两 家民宿大院：一家原木绿植风，拥有8间房；一家侘寂简约风，拥有10间房。两个院子 的全年租金加起来大概25万元。 无论从地理位置还是房间数量来看，这个价格都要低于市场价。十月能顺利拿下，得益 于赶上了淡季转让潮。 这已经是这两年来，大理 不知第几波的转让潮。 最声势浩大的那波，当属2023年的 10月份。当时，疫 ...

Core Viewpoint - The article discusses the challenges faced by the homestay industry in Dali, Yunnan, highlighting the oversaturation of the market and the financial struggles of many entrepreneurs who entered the market during a tourism boom, only to find themselves unable to recover their investments [1][9][24]. Market Overview - In 2023, Dali's tourism market saw a significant recovery, with a nearly doubled number of visitors compared to 2019, leading to a surge in homestay prices [9]. - By the end of 2023, Dali had 8,952 hotels and homestays, with a total of 118,500 rooms and 182,100 beds [9][10]. - Despite the influx of tourists, the average occupancy rate during peak times was only about 10 guests per room, indicating a severe oversupply [10]. Entrepreneurial Challenges - Many new entrants to the homestay market underestimated the competition and the operational challenges, leading to a wave of business closures and transfers [8][16]. - For instance, a new entrepreneur, referred to as "October," faced overwhelming operational demands and realized that even during peak seasons, profitability was elusive [5][6]. - Another entrepreneur, "Little Rain," invested over 1 million yuan but struggled to break even, highlighting the financial risks involved [19][21]. Market Dynamics - The article notes a trend of low-price transfers as many owners seek to exit the market, with some selling at significant losses [7][8]. - The influx of new homestays led to a price war, further squeezing margins and making it difficult for many to sustain their businesses [10][12]. Regulatory Environment - The Dali government plans to implement stricter regulations for homestays in 2024, requiring special industry licenses and higher standards for hygiene and safety, which may further challenge small operators [12][13]. Success Factors - Successful operators are adapting by focusing on long-term rentals and diversifying their offerings, such as integrating wellness services into their homestays [23]. - Understanding customer preferences is crucial, with data indicating that family travel is a significant driver of demand in Dali [22]. Conclusion - The Dali homestay market is undergoing a significant transformation, with many entrepreneurs exiting while others adapt to survive. The future success of homestays will depend on their ability to differentiate themselves and meet evolving customer needs [24].