Core Viewpoint - The article discusses the recent investments by major players like Ctrip and New Oriental in the high-end homestay market, highlighting the challenges and trends within the industry, including intense competition and the shift towards high-end, boutique offerings. Group 1: Investment Activities - Ctrip acquired a 67% stake in Shanghai Shanhai Youye Hotel Group for 2,626,000 yuan, indicating a strategic move into the high-end homestay sector [1][2] - New Oriental has also invested in a niche high-end hotel brand, increasing the registered capital of Xizang Songzan Green Valley Cultural Tourism Co., Ltd. from approximately 170 million yuan to about 200 million yuan, with New Oriental holding about 12.4% [3] Group 2: Industry Challenges - The homestay industry is facing severe homogenization and price wars, leading to declining profits for operators [5][7] - A report indicates that the average occupancy rate for homestays in China in 2024 is projected to be 33%, the highest in five years, but the average room price is expected to drop to 502 yuan per night, the lowest in five years [8] Group 3: Market Trends - The demand for high-end homestays is increasing, with 30.9% of homestay demand exceeding 400 yuan per night, reflecting a shift towards better travel experiences [14] - The market for homestays in China reached 42.27 billion yuan in 2024, with financing in the sector hitting 4.49 billion yuan, the highest in seven years [18] Group 4: Future Outlook - The integration of the elderly care industry with cultural and tourism sectors is expected to create new opportunities in the homestay market, particularly for high-end projects catering to the aging population [20][21] - The article suggests that only group-oriented, chain, and branded homestay businesses will be able to achieve profitability through economies of scale [16] Group 5: Operational Challenges - High-end homestays typically have fewer rooms, averaging between 15 to 20, which leads to longer payback periods; for instance, a project in Zhongwei requires an investment of 12 million yuan and an estimated four years to break even [29] - Ctrip's previous attempts to establish a homestay brand through franchise models have not been successful, raising questions about its operational capabilities in this sector [30]

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 ...

以下文章来源于三联电子厂Pro ，作者Jimmy 三联电子厂Pro . 有限解释车间 为何不"香"了？ 作者 | Jimmy 来源 | 三联电子厂Pro （ID：cyberlife2024） 眼看春节将至，北方的冬季项目开始。不少南方的小伙伴们又摩拳擦掌，准备北上感受 天寒地冻的魅力。同时告别南方的阴冷，享受一下北方令人羡慕的暖气。但夸张的民宿 的价格，让不少想要去感受寒冷的人，掂量了下自己的斤两，最终望而却步。 | | | | 选择日期 | | | C | | --- | --- | --- | --- | --- | --- | --- | | | | | ·以下价格为单晚入住参考价 | | | | | 日 | | 11 | = | 四 | ਦ | 六 | | | | | 2024年12月 | | | | | 29 . | 30 . | 31 ¥2706 | | | | | | | | | 2025年1月 | | | | | | | | 元旦节 | | | | | | | | 1 | 2 | 3 | 4 | | | | | ¥2471 | . | . | ¥3153 | | 5 | 6 | 7 | 8 | ...