万亿级酒旅市场正迎来三国杀，阿里、携程、美团大佬同台竞技，堪比外卖大战。酒旅大战为什么会爆 发式增长？又为什么这么赚钱？ ...

Core Insights - The hotel and travel market is experiencing significant competition as major players like JD.com, Douyin, and Alibaba enter the space with innovative strategies aimed at capturing market share from established companies like Ctrip and Meituan [2][15]. Group 1: Douyin's Strategy - Douyin launched the "Heartbeat List Hotel" on September 25, allowing hotels to be recommended based on user interactions rather than traditional ratings or advertisements [3]. - The initial list covers 39 cities and includes 443 hotels categorized under six tags, appealing to various traveler demographics [5]. - Douyin's unique approach leverages engaging content, demonstrated by a viral live stream that significantly boosted hotel bookings, leading to an 83% year-on-year increase in hotel orders during the summer [7][8]. Group 2: Alibaba's Approach - Alibaba's strategy involves using Gaode Map to create the "Street Ranking," which relies on real user navigation and check-in data to generate rankings [8][10]. - Gaode Map's extensive user base and integration with Alibaba's e-commerce ecosystem allow for a seamless experience from travel planning to booking [10][11]. - The integration of services across platforms enables users to access a comprehensive travel experience, enhancing customer retention and engagement [11]. Group 3: JD.com's Supply Chain Focus - JD.com entered the hotel and travel market with a focus on supply chain efficiency, promoting a "no commission" model while emphasizing cost reduction through collective procurement [12][14]. - The company aims to integrate high-end hotels and dining services, creating a full-service solution that targets high-spending customers [14]. - JD.com's strategy contrasts with Douyin's content-driven approach and Alibaba's data-centric model, highlighting a diverse range of tactics in the competitive landscape [14][22]. Group 4: Market Dynamics - Ctrip remains a dominant player with a significant number of hotel partnerships and high commission rates, but the competitive landscape is shifting as users increasingly compare platforms and seek better deals [15][16]. - The rise of alternative platforms indicates a change in consumer behavior, with users exploring various options for hotel bookings rather than relying solely on traditional OTAs [18][20]. - The future of the hotel and travel market may see a fragmentation of power, with multiple players coexisting rather than a single dominant entity [21][22].