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趋势研判!2025年中国在线旅游行业产业链、政策、市场现状及未来前景分析:文旅跨界融合加速,在线旅游平台交易规模创下历史新高[图]
Chan Ye Xin Xi Wang· 2025-05-16 01:23
Core Viewpoint - The online travel industry in China is experiencing robust growth, driven by the integration of cultural and tourism sectors, increasing internet penetration, and rising consumer travel demand. The online travel booking user base is expanding rapidly, with the market size accelerating. By 2024, the online transaction rate in China is expected to reach 51.5%, with a total transaction volume of 2.07 trillion yuan, reflecting a year-on-year growth of 17.8% [1][12]. Industry Overview - Online travel (OTA) refers to the process where consumers book travel products or services through the internet, including flight bookings, hotel reservations, and vacation packages. The industry in China began in 1997 and has developed a complete industrial chain over the past two decades, maintaining an online travel penetration rate above 50% [2][3]. Industry Environment - The number of internet users in China reached 1.108 billion by December 2024, an increase of 16.08 million from the previous year, with an internet penetration rate of 78.6%. The shift towards online travel behavior has been accelerated by the pandemic and the formation of consumer habits in the era of mass tourism, providing a solid foundation for the online travel market [5][10]. Policy Framework - In response to various industry issues such as default bundling and information leakage, the Chinese government has implemented several regulations to promote healthy development in the online travel sector. Policies include the "Interim Regulations on Online Travel Business Operations" and the "14th Five-Year Plan for Tourism Development," aimed at enhancing regulatory oversight and encouraging innovation and service quality [7][9]. Current Industry Status - The online travel booking user base in China fell to 342 million in 2020 due to the pandemic, but has since rebounded, reaching 548 million by December 2024, representing 49.5% of the total internet users [10][12]. Competitive Landscape - The major players in China's online travel market include Ctrip, which has developed a strong platform through resource accumulation and sales capabilities; Tongcheng, Fliggy, and Meituan, which leverage their respective ecosystems for steady conversion; and Douyin, which uses its social media platform for marketing and brand exposure [14][16]. Development Trends 1. **Intelligent and Personalized Services**: Online travel platforms are integrating AI and big data to enhance service personalization and efficiency, with leading platforms like Ctrip and Tongcheng already implementing these technologies [20]. 2. **Cross-Industry Integration**: Online travel companies are collaborating with sectors like finance and culture to expand service offerings, creating comprehensive service ecosystems that enhance user engagement [21]. 3. **Market Penetration in Lower-Tier Cities**: The demand for online travel services is rapidly increasing in lower-tier cities, with companies like Tongcheng focusing on these markets for user growth, while also expanding globally [22].
年轻人,爱上「拼好假」
36氪· 2025-05-15 23:48
对抗庸常生活的精神仪式。 以下文章来源于慢放 ,作者慢放 慢放 . 商业与科技,保持好奇心,慢放一下。 每年五一,出行人数都在不断增长,今年也不例外。根据文化和旅游部数据中测算,今年五一假期5天全国国内出游人次达到了3.14亿,同比增长6.4%。为 了能够在有限的时间内,享受更有质量的假期,年轻人开始避开大众景区,开始到小众目的旅游。 文 | 收录 编辑 | 刘涵 来源| 慢放(ID:manfangsd) 封面来源 | IC photo 在国内,尽管北京、上海、成都、杭州等大城市持续领跑国内目的地榜单,但小城热度也不可小觑。据飞猪发布《2025年"五一"假期出游快报》新疆北屯、 西藏昌都、青海果洛、云南怒江、海南屯昌等地旅游商品预订量同比去年平均增长超100%。 "与其在西湖边看人头,不如去普洱的茶山发呆",有网友道出了自己选择这些小众目的地的理由。毕竟选择小众旅游地不仅可以避开人流,食宿更有着超高 的性价比。据尚美数智《2025年五一全国小城旅行趋势洞察报告》,五一期间,小城预定200元以下的酒店成为主流,占比达到50%,而200-300元和300- 500元的酒店预定占比分别达到24%和20%。花大城市平 ...
政策红利释放,便利服务吸引海外客流
Core Insights - The implementation of the 240-hour visa-free transit policy has significantly boosted China's inbound tourism market during the recent "May Day" holiday, with a 130% year-on-year increase in inbound travel orders reported by Ctrip [6][5][12] - Various regions in China are actively promoting their unique cultural and tourism offerings to attract foreign visitors, leading to a notable rise in inbound tourist numbers across multiple destinations [10][11][14] Group 1: Inbound Tourism Growth - The inbound tourism market in China has seen a strong recovery, with a reported 1,089.6 million people entering and exiting the country during the "May Day" holiday, marking a 28.7% increase compared to the previous year [7] - The peak day for inbound and outbound travel was May 3, with 2.297 million people crossing borders on that day [7] - The demand for cultural experiences among foreign tourists is evolving towards deeper and higher-quality engagements, with local culinary experiences seeing a 6.8-fold increase in orders [10] Group 2: Policy Support and Infrastructure - A series of facilitative policies, including the 30-day visa-free entry for South Korean passport holders, have contributed to the influx of tourists, with efficient border control processes reported [7][9] - The introduction of optimized tax refund policies for departing tourists is expected to further stimulate inbound consumption [8][9] - Enhanced transportation networks, such as direct train services from Vietnam to Yunnan, have made it easier for foreign tourists to enter China [9] Group 3: Regional Highlights - Various regions, including Sichuan and Shaanxi, have reported significant increases in inbound tourist numbers, with Sichuan seeing a 114% rise in inbound travel orders during the holiday [14] - The Shanghai cruise port experienced a record high of nearly 30,000 inbound and outbound passengers on May 5, showcasing the popularity of cruise tourism [11] - Cultural events and local experiences, such as the "Long River Night Tour" in Wuhan, have attracted international visitors, contributing to a 70% increase in inbound travel orders [12][13]
【法治之眼】 游客购票无法使用第三方平台须担责
Zheng Quan Shi Bao· 2025-05-15 19:26
Core Viewpoint - The article highlights issues with third-party platforms selling tickets for tourist attractions, where consumers face problems such as tickets being marked as used without being utilized, unclear refund policies, and unresponsive customer service, leading to financial losses for tourists [1][2]. Group 1: Issues Faced by Consumers - Many consumers report that tickets purchased through third-party platforms are often unusable, resulting in significant disruptions to their travel plans and financial losses [1]. - Tourists are increasingly turning to third-party platforms when official tickets are sold out, but they encounter problems such as tickets being invalidated without use and difficulties in obtaining refunds [1][2]. - Third-party platforms often deflect responsibility, blaming either the consumers for being late or the sellers for individual actions, which exacerbates the situation for tourists [1][2]. Group 2: Legal and Regulatory Aspects - Legal experts indicate that third-party platforms cannot evade responsibility, as they are liable under the E-commerce Law if they fail to take necessary actions against sellers who infringe on consumer rights [1][2]. - Tourists are encouraged to take legal action against third-party platforms for failing to address complaints, as this can compel platforms to fulfill their responsibilities [2][3]. - Regulatory authorities are urged to take proactive measures against negligent platforms, including imposing fines ranging from 20,000 to 100,000 yuan, and potentially suspending operations for severe violations [2]. Group 3: Recommendations for Tourists and Attractions - Many tourist attractions have begun to clarify that they do not authorize any third-party platforms to sell tickets, advising consumers to purchase directly from official channels to avoid pitfalls [2]. - Attractions are also encouraged to consider legal action against third-party platforms that misrepresent their services [2][3].
假期酒店订单突遭取消或涨价 OTA平台呼吁市场规范各方共守
Shen Zhen Shang Bao· 2025-05-15 17:01
"五一"假期虽已落幕,记者近日发现,社交平台上关于酒店民宿"毁约"的投诉却持续发酵。 有网民反映,在抵达了目的地后突遭酒店取消订单、临时涨价,甚至被要求补缴数倍差价,令假期体验 大打折扣,这一现象引发广泛讨论。 深圳一市民在社交媒体上讲诉了他的经历:他在三月份就预订了五一假期出行的酒店,结果当天抵达当 地后,才被酒店告知无法办理入住,然而如果此时再订酒店,花费将上涨数倍。最后,该网友通过旅游 平台客服预订了一个周边的其他酒店才得以继续假期行程。"商家就算赔款后,还可再将房间高价卖出 赚钱,所以他们也不害怕,但却让我们消费者承担了这种不确定风险。"该市民表示。 类似的经历在社交平台上不在少数,有游客被商家以"设备升级"原因要求退订、也有被加私人联系方式 购买更低价为由诱导取消订单的。这些行为背后,暴露出部分商家利用假期供需失衡牟取暴利的投机心 态。 面对商家违规操作,记者了解到,有不少主流旅游平台已经开始通过服务保障为消费者托底。以携程为 例,若发生商家确认订单后推翻或到店无房的情况,平台将优先协调原酒店升级房型或帮助客人预订附 近同等酒店,并承担由此产生的差价。同时,平台对频繁违约的商家采取警告、流量降权等处 ...
第一批AI旅游的「受害者」,已经出现了
3 6 Ke· 2025-05-15 03:58
"这也不能怪DeepSeek"。Wendy认为,旅行途中的不确定太多了,AI难以做到实时动态且精准判断用户的状态。 Wendy并不是个例,一位旅行定制师告诉「硅基研究室」,在她接触的客户中,不少人都会提前拿着AI制定的计划向她询问意见,但很多都存在明显的错 误,比如行程规划不符合用户实际人数,推荐景点信息过时等等,她认为,所谓的「AI旅游定制师」存在很多炒作和噱头。 随着AI深入落地旅行场景,各类OTA大厂和AI原生旅行企业的兴起,人们利用AI协助制定旅行行程也已不是什么新鲜事,在AI创业场景中红,有AI独立 开发者更是笑谈,AI旅游已成为继AI搜索、AI绘画和擦边Bot「三件套」的新热门领域。 在春节和五一尝试使用DeepSeek做旅行规划后,Wendy还是决定重新用回Excel。 今年春节带父母去北京的她,按照DeepSeek给出的旅行规划,从上午到晚上制定了精确到小时的行程。 但令Wendy没想到的是,最终她和父母仅完成了规划中的两个景点,原因在于不确定的路况、游览人数过多以及父母的疲惫,让DeepSeek错误预测了时 间。 对AI旅游抱有信仰的人认为,从旅行行业的历史看,从PC到移动互联网,渠道的整合 ...
爱彼迎(ABNB.US)迎来“划时代”更新:迈向“住+玩+享”一站式平台
Zhi Tong Cai Jing· 2025-05-14 07:11
高端定制化服务、奢华体验项目以及深度甄选式的全套旅行服务可谓齐上线,这家几乎与度假住宿划上 等号的线上预订平台当地时间周二在洛杉矶的一场活动中公布了全新的 "Services"(到家一站式服务)模 块,并重新上线其 "Experiences"(体验)行程预订产品。 爱彼迎已审核服务供应商们,可提供10个类别的上门定制或独家预约服务,其中包括私人定制餐、成品 餐点、全套餐饮外烩、摄影、SPA 护理、按摩、私人训练、发型、化妆和美甲预约。这些服务均可随时 预订,无需预先订房住宿;且多数含有"低于50美元的入门选项",爱彼迎管理层在发布会上表示。 新版本的Experiences 业务则新提供近2万个经过爱彼迎甄选高端定制化的导览/旅游与烹饪体验,强调品 质与独特性,平均价格66美元。例如:与修复团队的建筑师们一起深度游览重修后的巴黎圣母院,或在 日本奢华体验由获奖大厨主讲的拉面制作课程。与去年推出的品牌住宿类似,爱彼迎还将限时提供明星 领衔体验,比如与堪萨斯城酋长队四分卫帕特里克·马霍姆斯一同打橄榄球并品尝当地烧烤。 "如果人们能将一生中最大规模的资产变现,那很可能不是房子,而是他们的时间。Services和 Ex ...
不止住宿,爱彼迎“大变身”
Core Viewpoint - Airbnb is transitioning from a single accommodation booking platform to a comprehensive travel service provider, offering a variety of services and experiences beyond just lodging [2][3]. Group 1: Business Model Transformation - Airbnb's new strategy includes offering services such as private chefs, photography, massages, and unique experiences like learning volleyball from Olympic athletes and recording music with American singers [2][3]. - The company plans to launch these services in 260 cities globally, with most starting at prices below $50 [3]. - The "Airbnb Experiences" program has been upgraded to cover 650 cities, featuring activities like city tours, cooking classes, outdoor adventures, and fitness courses [4]. Group 2: Market Trends and Consumer Demand - There is a growing consumer demand for personalized and immersive travel experiences, challenging traditional travel service models [5]. - In China, 95% of respondents indicated they book experience projects while traveling, and 85% have traveled specifically for an experience or activity [6]. - The new services and experiences introduced by Airbnb align with consumer needs and market trends, enhancing the company's growth potential [6]. Group 3: Financial Performance - In Q1 2025, Airbnb reported total revenue of approximately $2.3 billion, a 6% year-over-year increase, while net profit decreased by 42% to about $154 million [6]. - Adjusted EBITDA for the same period was approximately $417 million, down 1.65% year-over-year [6]. - The company aims to continue investing in product innovation and market expansion to improve user experience and market share [6][7].
爱彼迎推出“服务”和“体验”,CEO称将再度颠覆旅行
Xin Lang Ke Ji· 2025-05-14 01:21
Core Insights - Airbnb has launched a comprehensive update to its app, introducing new services called "Airbnb Services" and "Airbnb Experiences" aimed at enhancing the travel experience for users [1][2] Group 1: App Update - The app has been revamped to include updated modules such as "Explore," "Itinerary," "Profile," and "Messages," allowing travelers to book accommodations, services, and experiences in one place [1] - The new "Airbnb Services" feature offers curated high-quality services to enhance the accommodation experience, initially available in 260 cities globally, covering ten categories including private chefs, photography, and spa services [1] - The "Airbnb Experiences" feature allows users to explore local culture with knowledgeable locals, with initial offerings available in 650 cities and continuously updated [1] Group 2: Executive Commentary - Brian Chesky, co-founder and CEO of Airbnb, stated that the company has transformed travel since its inception 17 years ago, and the introduction of "Services" and "Experiences" aims to redefine travel beyond just accommodation [2]
Airbnb Services Emulates the Hotel Experience with Massages, Spas and Chefs
CNET· 2025-05-13 21:14
If you use Airbnbs to avoid booking a cramped hotel space, you've been missing out on the associated amenities that are fundamental to a good vacation. But even if you don't get any room service, the new Airbnb Services feature strives to help you find other ways to relax -- allowing you to book spas, massages and more near where you're staying.Airbnb Services is designed to help you book services you would get at a more traditional hotel. The initial rollout of the feature includes 10 distinct categories i ...