原计划2025年接入3万家酒店，但目前不到1万家；每个月近2万笔订单，成交率却只有50%……虽然订 单数量在持续增长，但摆在这家公司面前更为迫切的问题是：市场推广、客户拉新都要烧钱，它能走多 远？ 陷入存量竞争的酒店业迎来了破局者。因其本质是盘活酒店过剩供给，它被称为"酒店界拼多多"；因其 C2B（消费者出价、酒店接单）模式，也被称为"滴滴订房"。 2025年，一家名为"惠选订房"的创业公司，带着其醒目的"猫头鹰"logo，攻占了众多城市的高铁站广告 屏。惠选订房一路狂奔，从2024年9月上线至今一年有余，创始人马昭德坦言进展不理想。 每经记者｜范芊芊 每经编辑｜范芊芊 ...

原本，今年有两件事被寄望可为酒旅行业带来新增量，分别是"京东酒旅"跨界入局和被称为"滴滴订 房"的C2B（消费者到企业）新模式出现。 随着2025年进入倒计时，各大酒店又到了"展望来年"的时候。11月中旬，一家酒店的总经理林杨去集团 开完会后，拿到了2026年的营收目标——比2025年多了400万元。在平均房价等酒店关键运营指标持续 下滑的当下，林杨表示，他还不知道去哪里寻找增量。 但时至今日，酒店从上述事件中获得的收益似乎并不明显。近期，《每日经济新闻》记者采访了多位酒 店业内人士，从结果来看，无论是京东酒旅还是C2B新模式，均还未带来多少新订单。 C2B即消费者出价、酒店接单模式，与现有的酒店提供房间、消费者选购模式颇为不同。一个名为"惠 选订房"的平台，是该模式的代表。2024年9月至今的这一年多时间里，该平台出现在众多城市的高铁站 广告屏上。但是，今年11月下旬，平台创始人马昭德在接受《每日经济新闻》记者（以下简称NBD） 采访时坦言，该模式目前推广进展不理想。 据马昭德介绍，平台原计划2025年接入3万家酒店，但目前只接入了不到1万家，平台上每个月有近2万 订单，退订率却达到50%。 未来，市场推广 ...

Core Insights - The rise of AI models like DeepSeek in 2025 is driving a competitive shift in the online travel industry, with platforms like Mafengwo, Fliggy, and Tongcheng Travel intensifying their AI strategies [1][4] - The CEO of Mafengwo, Chen Gang, emphasizes the need for AI to provide precise, real-time solutions to travelers' needs, moving from content aggregation to actionable services [4][10] - The industry is transitioning from a B2C model to a C2B model, where AI enables users to customize their travel experiences, akin to a "self-service kitchen" [7][10] AI Development and Features - Mafengwo's AI travel assistant, "AI Xiaoma," has been upgraded to include features like real-time Q&A, itinerary planning, and personalized recommendations [3][4] - Chen Gang's personal experience in Dubai illustrates the effectiveness of "AI Xiaoma" in providing specific, actionable advice compared to other platforms [3][11] - The competition among travel platforms is intensifying, with each developing proprietary AI technologies to differentiate themselves [9][10] Market Dynamics - The focus of competition in the travel industry is shifting from resource ownership to decision-making efficiency, with AI significantly reducing the time needed for users to plan trips [5][10] - Chen Gang predicts that the market will reach a turning point in 18 months, with a new competitive landscape emerging as AI technology matures [7][10] - The transformation in the industry is driven by a shift in consumer power, particularly among Gen Z travelers who demand personalized experiences [8][10] Future Outlook - The future of the online travel industry will depend on platforms' ability to develop core technologies independently, avoiding reliance on generic models that lead to homogenized solutions [10] - The evolution from a resource-selling model to a trust-building model will define the winners in the travel sector, with a focus on enhancing user experience through AI [11]